Sponsor Check › Person
Related person on Form D filings · address states as listed: NY, NJ, E9, FL · listed Nov 23, 2010 → Dec 31, 2025
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
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State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
2 of 43 offerings report sales commissions totalling $1,497,591; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Aug 12, 2026 D/A File 021-225977 | $1,264,792 | $0 | $0 | CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗ 4F INVESTMENT PARTNERS LTD no CRD number reported |
| EDGAR ↗ | Aug 12, 2026 D/A File 021-308908 | $232,799 (est.) | $0 | $0 | KELSON CAPITAL LLC BrokerCheck CRD 149477 ↗ |
| EDGAR ↗ | May 21, 2026 D/A File 021-106344 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 21, 2026 D/A File 021-325898 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 21, 2026 D/A File 021-360789 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 21, 2026 D/A File 021-378964 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 21, 2026 D/A File 021-379920 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 21, 2026 D/A File 021-402522 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 21, 2026 D/A File 021-452105 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 21, 2026 D/A File 021-452107 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 31, 2025 D/A File 021-534356 | $0 | $0 | $0 | None no CRD number reported via Aqueduct Capital Group, LLC (CRD 131452 ↗) None no CRD number reported via Revere Securities LLC (CRD 14178 ↗) None no CRD number reported via FPCG, LLC (CRD 122341 ↗) |
| EDGAR ↗ | Nov 18, 2025 D/A File 021-229127 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 12, 2024 D/A File 021-406437 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 3, 2024 D/A File 021-178221 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 15, 2024 D/A File 021-475916 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Dec 4, 2023 D/A File 021-457046 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 3, 2023 D File 021-488660 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 1, 2023 D File 021-488428 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 24, 2022 D/A File 021-441534 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 16, 2022 D/A File 021-333378 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 23, 2021 D/A File 021-254044 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Dec 11, 2020 D/A File 021-176993 | $0 (est.) | $0 | $0 (est.) Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time. | Zia Umar Naeem BrokerCheck CRD 4477016 ↗ via Blue Sand Securities LLC (CRD 142976 ↗) None no CRD number reported via J.P. MORGAN SECURITIES LLC (CRD 79 ↗) |
| EDGAR ↗ | Feb 19, 2020 D/A File 021-341152 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 19, 2020 D/A File 021-216704 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 19, 2020 D/A File 021-262672 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 8, 2019 D/A File 021-325505 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Nov 8, 2019 D/A File 021-325507 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Nov 8, 2019 D/A File 021-325508 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Nov 8, 2019 D/A File 021-325510 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | May 10, 2019 D/A File 021-239632 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | May 8, 2019 D File 021-339079 | $0 (est.) | $0 (est.) | $0 (est.) Capstone Investment Advisors, LLC will receive a monthly management fee. | None listed on this filing |
| EDGAR ↗ | Mar 1, 2019 D/A File 021-109348 | $0 (est.) | $0 (est.) | $0 (est.) The Investment Manager is entitled to received asset-based management fees and non-affiliated Directors are paid customary directors' fees. | None listed on this filing |
| EDGAR ↗ | Nov 9, 2018 D File 021-325509 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Nov 9, 2018 D File 021-325512 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Oct 19, 2018 D/A File 021-273062 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jul 16, 2018 D/A File 021-205718 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 2, 2018 D/A File 021-281687 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Dec 20, 2017 D/A File 021-232165 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 14, 2017 D File 021-290753 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing |
| EDGAR ↗ | Jun 23, 2017 D/A File 021-198812 | $0 | $0 | $0 The Issuer charges a management fee that is described in the Issuer's offering memorandum. | None listed on this filing |
| EDGAR ↗ | Mar 31, 2017 D/A File 021-217439 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 24, 2016 D/A File 021-226926 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 18, 2011 D/A File 021-150930 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund (Cayman) Ltd. group: Cifc | Director | Aug 12, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,316,305,434 | 53 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund 2013-I Ltd. group: Cifc | Director | Aug 12, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $240,549,940 | 15 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Phi Kappa Fund Ltd. group: Capstone | Director | May 21, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $210,402,691 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | May 21, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,184,946,560 | 81 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Equity Replacement Fund (Cayman) Ltd. group: Capstone | Director | May 21, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $283,681,805 | 9 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Dispersion Fund (Cayman) Ltd. group: Capstone | Director | May 21, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $481,460,584 | 29 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Convex Portfolio Protection (Offshore) Ltd. group: Capstone | Director | May 21, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $69,600,000 | 4 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Blue Fund Ltd. group: Capstone | Director | May 21, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $61,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Alternative Risk Strategy (Offshore) Ltd. group: Capstone | Director | May 21, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Alternative Markets Trend Strategy (Offshore) Ltd. group: Capstone | Director | May 21, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,750,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Blue Fund Ltd. group: Capstone | Director | Feb 18, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $66,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | Jan 13, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,182,446,560 | 81 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Willow Tree Capital Corp group: Willow Tree | Director | Dec 31, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $185,000,000 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities Feeder Fund Ltd. group: Capstone | Director | Nov 18, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $975,694,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Phi Kappa Fund Ltd. group: Capstone | Director | Nov 12, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $190,330,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Equity Replacement Fund (Cayman) Ltd. group: Capstone | Director | Nov 4, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $283,481,805 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Dispersion Fund (Cayman) Ltd. group: Capstone | Director | Oct 27, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $452,960,584 | 29 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund 2013-I Ltd. group: Cifc | Director | Aug 13, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $239,049,940 | 14 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund (Cayman) Ltd. group: Cifc | Director | Aug 13, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,289,870,432 | 50 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Alternative Risk Strategy (Offshore) Ltd. group: Capstone | Director | Jul 14, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Alternative Markets Trend Strategy (Offshore) Ltd. group: Capstone | Director | Jul 14, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,750,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Convex Portfolio Protection (Offshore) Ltd. group: Capstone | Director | Jun 9, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $52,100,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Blue Fund Ltd. group: Capstone | Director | Feb 18, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $61,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | Jan 13, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,177,346,560 | 80 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Willow Tree Capital Corp group: Willow Tree | Director | Jan 6, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $50,000,000 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities Feeder Fund Ltd. group: Capstone | Director | Nov 18, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $975,694,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Phi Kappa Fund Ltd. group: Capstone | Director | Nov 12, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $190,330,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Equity Replacement Fund (Cayman) Ltd. group: Capstone | Director | Nov 4, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $283,481,805 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Dispersion Fund (Cayman) Ltd. group: Capstone | Director | Oct 25, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $448,600,584 | 29 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund (Cayman) Ltd. group: Cifc | Director | Aug 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,229,774,703 | 56 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund 2013-I Ltd. group: Cifc | Director | Aug 28, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $239,049,940 | 13 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2019-1 Fund Ltd group: Capstone | Director | Jul 12, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $277,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Alternative Markets Trend Strategy (Offshore) Ltd. group: Capstone | Director | Jul 12, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Alternative Risk Strategy (Offshore) Ltd. group: Capstone | Director | Jul 12, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Convex Portfolio Protection (Offshore) Ltd. group: Capstone | Director | Jun 7, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $16,100,000 | 5 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2012-1 Fund Ltd group: Capstone | Director | May 3, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $139,500,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Relative Value Volatility Fund Ltd. group: Capstone | Director | Mar 15, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $157,200,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Blue Fund Ltd. group: Capstone | Director | Feb 16, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $61,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | Jan 12, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,170,846,560 | 78 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Redwood Enhanced Income Fund, LP group: Redwood | Director | Dec 4, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $205,400,000 | 14 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities Feeder Fund Ltd. group: Capstone | Director | Nov 17, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $725,694,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Phi Kappa Fund Ltd. group: Capstone | Director | Nov 9, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $190,330,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Equity Replacement Fund (Cayman) Ltd. group: Capstone | Director | Nov 3, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $283,481,805 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Dispersion Fund (Cayman) Ltd. group: Capstone | Director | Oct 27, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $449,600,584 | 17 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund 2013-I Ltd. group: Cifc | Director | Aug 28, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $234,549,940 | 13 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund (Cayman) Ltd. group: Cifc | Director | Aug 28, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,159,774,703 | 56 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Stable Rock Solutions Blocker LLC group: Stable Rock | Executive Officer, Promoter | Aug 3, 2023 | D | Indefinite similar: $500,000–$5,000,000 | $0 | 0 similar: 2–15 | No minimum reported similar: $6,225–$50,000 |
| EDGAR ↗ | Stable Rock Solutions LLC group: Stable Rock | Executive Officer, Promoter | Aug 1, 2023 | D | Indefinite similar: $500,000–$5,000,000 | $0 | 0 similar: 2–15 | No minimum reported similar: $6,225–$50,000 |
| EDGAR ↗ | CPP-2019-1 Fund Ltd group: Capstone | Director | Jul 14, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $277,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Alternative Risk Strategy (Offshore) Ltd. group: Capstone | Director | Jul 13, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Alternative Markets Trend Strategy (Offshore) Ltd. group: Capstone | Director | Jul 13, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Convex Portfolio Protection (Offshore) Ltd. group: Capstone | Director | Jun 9, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $16,100,000 | 5 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2012-1 Fund Ltd group: Capstone | Director | May 5, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $139,500,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Redwood Enhanced Income Fund, LP group: Redwood | Director | May 3, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $205,400,000 | 14 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Relative Value Volatility Fund Ltd. group: Capstone | Director | Mar 15, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Blue Fund Ltd. group: Capstone | Director | Feb 17, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $61,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Redwood Enhanced Income Fund, LP group: Redwood | Director | Feb 14, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $184,615,000 | 14 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | Jan 13, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,147,096,560 | 73 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities Feeder Fund Ltd. group: Capstone | Director | Nov 18, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $725,694,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Phi Kappa Fund Ltd. group: Capstone | Director | Nov 10, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $190,330,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Equity Replacement Fund (Cayman) Ltd. group: Capstone | Director | Nov 4, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $283,409,377 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Redwood Enhanced Income Fund, LP group: Redwood | Director | Oct 28, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $149,855,000 | 14 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Dispersion Fund (Cayman) Ltd. group: Capstone | Director | Oct 27, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $448,600,584 | 17 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Redwood Enhanced Income Fund, LP group: Redwood | Director | Aug 25, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $124,575,000 | 14 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2019-1 Fund Ltd group: Capstone | Director | Jul 15, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $277,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Alternative Markets Trend Strategy (Offshore) Ltd. group: Capstone | Director | Jul 13, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Alternative Risk Strategy (Offshore) Ltd. group: Capstone | Director | Jul 13, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund (Cayman) Ltd. group: Cifc | Director | Jul 5, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,149,274,703 | 56 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund 2013-I Ltd. group: Cifc | Director | Jul 5, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $229,549,940 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Redwood Enhanced Income Fund, LP group: Redwood | Director | Jun 24, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $94,575,000 | 0 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Convex Portfolio Protection (Offshore) Ltd. group: Capstone | Director | Jun 10, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $16,100,000 | 5 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Redwood Enhanced Income Fund, LP group: Redwood | Director | May 26, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $72,750,000 | 0 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2012-1 Fund Ltd group: Capstone | Director | May 6, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $139,500,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund (Cayman) Ltd. group: Cifc | Director | May 3, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $968,027,802 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund 2013-I Ltd. group: Cifc | Director | May 3, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $226,549,940 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Redwood Enhanced Income Fund, LP group: Redwood | Director | Apr 12, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $58,200,000 | 14 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Investment Grade CLO Fund Ltd. | Director | Mar 16, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $21,750,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Blue Fund Ltd. group: Capstone | Director | Feb 18, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $61,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | Jan 14, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,130,996,560 | 70 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities II Ltd. group: Capstone | Director | Dec 23, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $724,983,124 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities Feeder Fund Ltd. group: Capstone | Director | Nov 19, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $725,694,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Phi Kappa Fund Ltd. group: Capstone | Director | Nov 12, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $190,330,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Equity Replacement Fund (Cayman) Ltd. group: Capstone | Director | Nov 5, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $282,420,000 | 6 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Dispersion Fund (Cayman) Ltd. group: Capstone | Director | Oct 27, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $428,350,584 | 17 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2019-1 Fund Ltd group: Capstone | Director | Jul 15, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $277,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Convex Portfolio Protection (Offshore) Ltd. group: Capstone | Director | Jun 11, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $12,800,000 | 4 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2012-1 Fund Ltd group: Capstone | Director | May 7, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $129,500,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund (Cayman) Ltd. group: Cifc | Director | Mar 30, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $968,027,802 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund 2013-I Ltd. group: Cifc | Director | Mar 30, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $226,549,940 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Blue Fund Ltd. group: Capstone | Director | Feb 18, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $25,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Investment Grade CLO Fund Ltd. | Director | Feb 17, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $21,750,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | Jan 15, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,918,025,000 | 66 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities II Ltd. group: Capstone | Director | Dec 23, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $724,983,124 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Offshore Fund, Ltd. group: Field Street | Director | Dec 11, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $618,308,721 | 64 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities Feeder Fund Ltd. group: Capstone | Director | Nov 20, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $725,694,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Phi Kappa Fund Ltd. group: Capstone | Director | Nov 13, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $96,330,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Equity Replacement Fund (Cayman) Ltd. group: Capstone | Director | Nov 6, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $282,420,000 | 6 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Dispersion Fund (Cayman) Ltd. group: Capstone | Director | Oct 27, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $184,100,584 | 11 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2012-1 Fund Ltd group: Capstone | Director | May 8, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $100,500,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | May 8, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,797,275,000 | 61 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund 2013-I Ltd. group: Cifc | Director | Mar 27, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $226,549,940 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund (Cayman) Ltd. group: Cifc | Director | Mar 27, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $968,027,802 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Tabata Offshore Fund, Ltd. group: Tabata | Director | Feb 19, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $21,136,260 | 3 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Roadmap Offshore Fund, Ltd. group: Tabata | Director | Feb 19, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $51,344,697 | 3 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Interval Offshore Fund, Ltd. group: Tabata | Director | Feb 19, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $39,261,350 | 5 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Blue Fund Ltd. group: Capstone | Director | Feb 18, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $25,000,000 | 1 similar: 4–27 | $25,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Investment Grade CLO Fund Ltd. | Director | Feb 12, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities II Ltd. group: Capstone | Director | Dec 27, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $724,983,124 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Offshore Fund, Ltd. group: Field Street | Director | Dec 13, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $608,223,721 | 63 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities Feeder Fund Ltd. group: Capstone | Director | Nov 21, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $655,694,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Phi Kappa Fund Ltd. group: Capstone | Director | Nov 15, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $70,400,000 | 1 similar: 4–27 | $25,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone SPC Fund Ltd - GEF SP group: Capstone | Director | Nov 8, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $273,553,978 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone SPC Fund Ltd - CFI SP group: Capstone | Director | Nov 8, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $98,786,359 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone SPC Fund Ltd - MSEI SP group: Capstone | Director | Nov 8, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $41,646,857 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone SPC Fund Ltd - MSEF SP group: Capstone | Director | Nov 8, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $349,884,741 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Tabata Offshore Fund, Ltd. group: Tabata | Director | Jun 5, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | KS-Capstone Fund Ltd. group: Capstone | Director | May 10, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $50,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | May 10, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,530,940,000 | 53 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2012-1 Fund Ltd group: Capstone | Director | May 10, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,500,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2019-1 Fund Ltd group: Capstone | Director | May 8, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $110,000,000 | 1 similar: 4–27 | $25,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund (Cayman) Ltd. group: Cifc | Director | Mar 27, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $640,314,202 | 36 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund 2013-I Ltd. group: Cifc | Director | Mar 27, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $215,799,940 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | White Elm Capital Offshore, Ltd. group: White Elm | Director | Mar 1, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $358,528,662 | 75 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Investment Grade CLO Fund Ltd. | Director | Feb 22, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $10,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities II Ltd. group: Capstone | Director | Dec 28, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $724,983,124 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Offshore Fund, Ltd. group: Field Street | Director | Dec 14, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $582,959,985 | 56 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities Feeder Fund Ltd. group: Capstone | Director | Nov 21, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $655,694,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Phi Kappa Fund Ltd. group: Capstone | Director | Nov 15, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $70,000,000 | 1 similar: 4–27 | $25,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Gateway Fund (B) Ltd. group: Capstone | Director | Nov 9, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $97,113,591 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone SPC Fund Ltd - GEF SP group: Capstone | Director | Nov 9, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $240,746,747 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Gateway Fund (E) Ltd. group: Capstone | Director | Nov 9, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $49,496,503 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone SPC Fund Ltd - CFI SP group: Capstone | Director | Nov 9, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $89,265,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone SPC Fund Ltd - MSEF SP group: Capstone | Director | Nov 9, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $295,440,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone SPC Fund Ltd - MSEI SP group: Capstone | Director | Nov 9, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $37,716,549 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone ASFA Ltd. group: Capstone | Director | Oct 19, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $25,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Diversified Dynamic Alpha Fund, Ltd. group: Capstone | Director | Jul 16, 2018 | D/A | $5,000,000,000 similar: $155,000–$5,250,000 | $310,621,716 | 13 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | KS-Capstone Fund Ltd. group: Capstone | Director | May 11, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $50,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | May 11, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,315,244,986 | 48 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2012-1 Fund Ltd group: Capstone | Director | May 11, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $73,500,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund 2013-I Ltd. group: Cifc | Director | Mar 29, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $182,074,940 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CIFC Senior Secured Corporate Loan Fund (Cayman) Ltd. group: Cifc | Director | Mar 29, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $282,073,634 | 19 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone Fund Ltd. group: Capstone | Director | Mar 2, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $574,193,227 | 4 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | White Elm Capital Offshore, Ltd. group: White Elm | Director | Mar 2, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $357,976,253 | 75 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities II Ltd. group: Capstone | Director | Dec 29, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $724,983,124 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Global Investments Offshore Ltd. group: Field Street | Director | Dec 20, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,700,000 | 3 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Offshore Fund, Ltd. group: Field Street | Director | Dec 15, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $548,603,537 | 47 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities Feeder Fund Ltd. group: Capstone | Director | Nov 22, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $655,694,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone ASFA Ltd. group: Capstone | Director | Oct 20, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $25,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Diversified Dynamic Alpha Fund, Ltd. group: Capstone | Director | Jul 14, 2017 | D/A | $5,000,000,000 similar: $155,000–$5,250,000 | $310,621,716 | 13 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone Global Equity Fund Ltd group: Capstone | Director | Jul 14, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $251,751,368 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reef Road Fund Ltd. group: Reef Road | Director | Jun 23, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $36,490,000 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2012-1 Fund Ltd group: Capstone | Director | May 12, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $61,500,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | May 12, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $647,255,408 | 27 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | KS-Capstone Fund Ltd. group: Capstone | Director | May 12, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $50,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Jerica Commercial Mortgage Opportunity Fund, Ltd. group: Jerica | Director | Mar 31, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $21,940,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | White Elm Capital Offshore, Ltd. group: White Elm | Director | Mar 3, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $357,450,170 | 75 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CF Capstone Fund Ltd. group: Capstone | Director | Mar 2, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $363,750,000 | 4 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Global Investments Offshore Ltd. group: Field Street | Director | Jan 6, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,700,000 | 3 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities II Ltd. group: Capstone | Director | Dec 29, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $300,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Offshore Fund, Ltd. group: Field Street | Director | Dec 15, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $347,978,537 | 35 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Income Opportunities Feeder Fund Ltd. group: Capstone | Director | Nov 23, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $655,694,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone ASFA Ltd. group: Capstone | Director | Oct 24, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $25,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2014-1-Fund Ltd. group: Capstone | Director | Oct 24, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $114,000,000 | 2 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reef Road Fund Ltd. group: Reef Road | Director | Jun 24, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $36,490,000 | 8 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Capstone Global (Offshore) Ltd. group: Capstone | Director | May 12, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $509,755,408 | 20 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | KS-Capstone Fund Ltd. group: Capstone | Director | May 12, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $50,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CPP-2012-1 Fund Ltd group: Capstone | Director | May 12, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $54,000,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Jerica Commercial Mortgage Opportunity Fund, Ltd. group: Jerica | Director | Mar 31, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $21,940,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | White Elm Capital Offshore, Ltd. group: White Elm | Director | Mar 4, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $336,298,170 | 71 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Global Investments Offshore Ltd. group: Field Street | Director | Jan 14, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $11,400,000 | 2 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Offshore Fund, Ltd. group: Field Street | Director | Dec 18, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $177,530,000 | 24 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reef Road Fund Ltd. group: Reef Road | Director | Jun 26, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $30,490,000 | 6 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Jerica Commercial Mortgage Opportunity Fund, Ltd. group: Jerica | Director | May 15, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $21,940,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | White Elm Capital Offshore, Ltd. group: White Elm | Director | Mar 5, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $334,716,170 | 70 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Global Investments Offshore Ltd. group: Field Street | Director | Jan 14, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $79,000,000 | 6 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Offshore Fund, Ltd. group: Field Street | Director | Dec 24, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $152,580,000 | 16 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reef Road Fund Ltd. group: Reef Road | Director | Jun 26, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,100,000 | 3 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Jerica Commercial Mortgage Opportunity Fund, Ltd. group: Jerica | Director | May 15, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $11,240,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | White Elm Capital Offshore, Ltd. group: White Elm | Director | Mar 5, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $286,386,131 | 57 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Offshore Fund, Ltd. group: Field Street | Director | Dec 26, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $77,350,000 | 9 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reef Road Fund Ltd. group: Reef Road | Director | Jun 28, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $1,100,000 | 2 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Offshore Fund, Ltd. group: Field Street | Director | Dec 28, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $29,750,000 | 5 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Field Street Offshore Fund, Ltd. group: Field Street | Director | Apr 19, 2012 | D | Indefinite similar: $155,000–$5,250,000 | $1,750,000 | 1 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Bell Point Credit Opportunties Overseas Fund, Ltd. | Director | Nov 18, 2011 | D/A | Indefinite similar: $155,000–$5,250,000 | $38,500,000 | 5 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Bell Point Credit Opportunties Overseas Fund, Ltd. | Director | Nov 23, 2010 | D | Indefinite similar: $155,000–$5,250,000 | $2,500,000 | 3 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Business Services / 506(b) (965 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as Boris Onefater. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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