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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:49 AM ET

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Brian Burkholder

Named as an officer, director or promoter on SEC Form D filings · Cayman Islands (as filed: E9), NY, CA · Mar 11, 2013 → Oct 2, 2026

66deals (issuers)
$26.38Breported sold
2,844investors
356Form D filings
2013–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Brian Burkholder is listed as an executive officer and director on 356 SEC Form D filings by 66 issuers between Mar 2013 and Oct 2026. Largest by amount reported sold: Melvin Capital Offshore Ltd (New York, NY — pooled investment fund — 2014–2021; $4.34B reported sold to 153 investors), Alydar Fund Ltd (George Town, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2013–2014; $3.09B reported sold to 196 investors), OrbiMed Partners, Ltd. (Road Town, Tortola, Virgin Islands, British (as filed: D8) — pooled investment fund — 2021–2026; $2.61B reported sold to 779 investors), Oasis Japan Strategic Fund Offshore Feeder Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2018–2026; $1.51B reported sold to 66 investors), SOMA OFFSHORE LTD (San Francisco, CA — pooled investment fund — 2016–2025; $1.42B reported sold to 273 investors) and 61 more (all listed below).

What this means That is a lot of deals — 66 separate companies raised money with this person listed as executive officer and director, over about 13 years. Across those companies the filings report $26.38B sold in total.

Listed alongside Taavi Davies (75 shared filings), Eric Bertrand (53 shared filings), Richard Coles (41 shared filings), Bybrook Capital Fund (GP) Limited (39 shared filings, management entity), Bybrook Capital LLP (29 shared filings, management entity) and 120 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Brian. Each name links to their own page.

The issuers belong to 4 sponsor groups: Bybrook (8 issuers, $3.41B reported sold, 2014–2026), Orbimed (37 issuers, $20.2B reported sold, 2009–2026), Oasis Japan (9 issuers, $4.24B reported sold, 2015–2026) and Hs Group Sponsor (6 issuers, $609.3M reported sold, 2014–2025).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 356 public filings for Brian Burkholder and found 10 differences, 3 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Brian Burkholder has not run yet — it is #12,762 of 61,399 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 715 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). 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.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Brian Burkholder..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Brian A. Burkholder and Heather M. Burkholder closed
United States Bankruptcy Court, S.D. Iowa · No. 96-03019 · Filed Jul 31, 1996 · Closed Oct 31, 1996
Role of Brian A. Burkholder and Heather M. Burkholder: Debtor · Outcome: Case closed 1996-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 2 people with this name in Form D filings; court in IA (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). 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.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

10 differences found between the filings for Brian Burkholder — 3 worth asking about (compared the newest 50 of 356 filings on Oct 24, 2026; older filings not covered)

Worth asking · Sep 4, 2025 – Aug 20, 2026

Amount sold went down between filings — One Fin Capital Offshore Ltd.

The Sep 4, 2025 filing says $182,585,243 sold; the Aug 20, 2026 Form D/A says $159,121,428 sold — $23,463,815 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Sep 4, 2025 ↗Form D/A (later) · Aug 20, 2026 ↗One Fin Capital Offshore Ltd. — PartnerFacts page ↗
Sources
Worth asking · Sep 4, 2025 – Aug 20, 2026

Investor count went down between filings — One Fin Capital Offshore Ltd.

The Sep 4, 2025 filing reports 15 investors; the Aug 20, 2026 Form D/A reports 14 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Sep 4, 2025 ↗Form D/A (later) · Aug 20, 2026 ↗One Fin Capital Offshore Ltd. — PartnerFacts page ↗
Sources
Worth asking · Oct 4, 2024 – Oct 3, 2025

Investor count went down between filings — Bybrook Salzburg Metric Fund LP

The Oct 4, 2024 filing reports 9 investors; the Oct 3, 2025 Form D/A reports 3 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Oct 4, 2024 ↗Form D/A (later) · Oct 3, 2025 ↗Bybrook Salzburg Metric Fund LP — PartnerFacts page ↗
Sources
Note · Aug 1, 2016 – Sep 17, 2025

No amendment in the last 12 months on an offering that may still be open — SOMA OFFSHORE LTD (latest filing Sep 17, 2025)

The latest filing for this offering is dated Sep 17, 2025 (first sale Aug 1, 2016). It reports $1,420,007,173 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Sep 17, 2025 ↗SOMA OFFSHORE LTD — PartnerFacts page ↗
Sources
Note · Sep 1, 2019 – Aug 18, 2025

No amendment in the last 12 months on an offering that may still be open — OPTIMAS GLOBAL ALPHA FUND (latest filing Aug 18, 2025)

The latest filing for this offering is dated Aug 18, 2025 (first sale Sep 1, 2019). It reports $119,924,800 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Aug 18, 2025 ↗OPTIMAS GLOBAL ALPHA FUND — PartnerFacts page ↗
Sources
Note · Jul 10, 2017 – Jun 13, 2025

No amendment in the last 12 months on an offering that may still be open — Ayres Argentina Fund Ltd (latest filing Jun 13, 2025)

The latest filing for this offering is dated Jun 13, 2025 (first sale Jul 10, 2017). It reports $0 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Jun 13, 2025 ↗Ayres Argentina Fund Ltd — PartnerFacts page ↗
Sources
Note · Apr 14, 2020 – Apr 14, 2021

Reported net asset value range changed between filings — OrbiMed Genesis Fund, Ltd.

"$1 - $5,000,000" (Apr 14, 2020); then "Decline to Disclose" (Apr 14, 2021).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Apr 14, 2020 ↗Form D/A · Apr 14, 2021 ↗OrbiMed Genesis Fund, Ltd. — PartnerFacts page ↗
Sources
Note · Sep 12, 2023 – Sep 11, 2026

Same name, different state: "Brian Burkholder" (K3) is a separate record

This page covers filings where the address state is E9 or NY or CA. A separate record, "Brian Burkholder" with address state K3, is listed on 12 filings — most recently by Ivyrock China Focus Master Fund (Sep 11, 2026). Both records have filings in the same period (Sep 12, 2023 to Sep 11, 2026).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Brian Burkholder (K3) — PartnerFacts page ↗Form D/A · Sep 11, 2026 ↗Ivyrock China Focus Master Fund — PartnerFacts page ↗Brian Burkholder (E9,NY,CA) — this page ↗
Sources
Note · Apr 17, 2014 – Oct 2, 2026

20 address changes between filings

Address moved from Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) to George Town, Grand Cayman, Cayman Islands (as filed: E9) — Bybrook Salzburg Metric Fund LP · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to Grand Cayman, Cayman Islands (as filed: E9) — EcoR1 Capital Offshore Fund, Ltd. · Address moved from Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) to George Town, Grand Cayman, Cayman Islands (as filed: E9) — One Fin Capital Offshore Ltd. · Address moved from Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) to George Town, Grand Cayman, Cayman Islands (as filed: E9) — Westonbirt Fund LP · Address moved from Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) to George Town, Grand Cayman, Cayman Islands (as filed: E9) — Bybrook Capital Master Fund LP · and 15 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Oct 3, 2025 ↗Form D/A · Oct 2, 2026 ↗Bybrook Salzburg Metric Fund LP — PartnerFacts page ↗Form D/A · May 13, 2025 ↗
Sources
Note · Apr 17, 2014 – Oct 2, 2026

Brian Burkholder is listed with 3 different address states: E9, CA, NY

Cayman Islands (as filed: E9) on 188 filings (Apr 17, 2014 to Oct 2, 2026); CA on 14 filings (Aug 5, 2016 to Mar 2, 2026); NY on 22 filings (Jun 15, 2018 to Aug 14, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D · Apr 17, 2014 ↗Form D · Aug 5, 2016 ↗Form D · Jun 15, 2018 ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 356 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

3 of 69 offerings report sales commissions totalling $40,995,296; 0 report finder's fees; 8 report proceeds to related persons totalling $127,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 2, 2026 D/A
Bybrook Salzburg Metric Fund LP
File 021-248874
$0$0$0
The fund charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Sep 30, 2026 D/A
EcoR1 Capital Offshore Fund, Ltd.
File 021-289340
$0 (est.)$0 (est.)$0 (est.)
None, although the investment adviser of the issuer receives investment management fees and performance allocations.
None listed on this filingEDGAR ↗
Aug 20, 2026 D/A
One Fin Capital Offshore Ltd.
File 021-255292
$0 (est.)$0 (est.)$24,000 (est.)
The issuer pays fees of approximately $24,000 per annum to its directors. The investment adviser of the issuer or its affiliates receive investment management fees and performance allocations.
None listed on this filingEDGAR ↗
Aug 14, 2026 D/A
Coltrane Offshore Fund, Ltd.
File 021-456173
$0 (est.)$0 (est.)$0
Issuer's confidential offering materials discuss performance allocation and management fees.
None listed on this filingEDGAR ↗
Jul 22, 2026 D/A
Orion Commodities Delaware Fund LP
File 021-314731
$0$0$0None listed on this filingEDGAR ↗
Jul 10, 2026 D/A
OrbiMed Partners, Ltd.
File 021-129096
$35,481,672 (est.)$0$0
The fund charges a management fee that is described in the fund's offering documents.
Far Hills Group, LLC BrokerCheck CRD 000032243 ↗EDGAR ↗
Jun 25, 2026 D/A
Ayres Recovery Fund Ltd
File 021-342010
$0$0$0None listed on this filingEDGAR ↗
May 1, 2026 D/A
High Ground Investment Management Fund LP
File 021-366129
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Apr 22, 2026 D/A
Orion Commodities Offshore Fund Ltd.
File 021-284803
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2026 D/A
Westonbirt Fund LP
File 021-478867
$0$0$0
The fund charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Apr 10, 2026 D/A
Bybrook Capital Master Fund LP
File 021-215811
$0$0$0
The fund charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Apr 10, 2026 D/A
Bybrook Capital Fund LP
File 021-215812
$0$0$0
The fund charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Apr 10, 2026 D/A
Bybrook Capital Fund Ltd
File 021-238027
$0$0$0
The fund charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Apr 10, 2026 D/A
OrbiMed Genesis Fund, Ltd.
File 021-364900
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 3, 2026 D/A
Oasis Japan Strategic Fund Offshore Feeder Ltd.
File 021-321464
$0$0$15,000
Total directors' fees per year is USD 15,000. The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 3, 2026 D/A
Oasis Japan Strategic Fund US Feeder Ltd.
File 021-364249
$0$0$10,000
Total directors' fees per year is USD 10,000. The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 3, 2026 D/A
Oasis Japan Strategic Fund Y Offshore Feeder Ltd.
File 021-518984
$0$0$15,000
Total directors' fees per year is USD 15,000. The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 3, 2026 D/A
Oasis Japan Strategic Fund Y US Feeder Ltd.
File 021-518983
$0$0$10,000
Total directors' fees per year is USD 10,000. The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 30, 2026 D/A
Lodbrok European Credit Opportunities Fund Ltd
File 021-322735
$0$0$0None listed on this filingEDGAR ↗
Mar 30, 2026 D/A
Lodbrok European Credit Opportunities Fund LP
File 021-334180
$0$0$0None listed on this filingEDGAR ↗
Mar 2, 2026 D/A
SoMa Long Opportunities Offshore, Ltd.
File 021-492762
$0 (est.)$0 (est.)$0 (est.)
SoMa Equity Partners, LP, its affiliates, and certain persons listed in item 3 may receive a management fee based on the value of the issuer's assets and/or performance fee based on the value of the issuer's profits.
None listed on this filingEDGAR ↗
Feb 13, 2026 D/A
ZAABA PAN ASIA FUND
File 021-434741
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2026 D/A
ZAABA PAN ASIA MASTER FUND
File 021-434740
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2026 D/A
ZAABA LONG ONLY FUND
File 021-434742
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2026 D/A
Coltrane Long Value Offshore Fund, Ltd.
File 021-389841
$0$0$0
Issuer's confidential offering materials discuss performance allocation and management fees.
None listed on this filingEDGAR ↗
Dec 23, 2025 D/A
Stillpoint Offshore Investments Ltd
File 021-445884
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Dec 2, 2025 D/A
High Ground Investment Management Fund Ltd
File 021-352865
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Sep 17, 2025 D/A
SOMA OFFSHORE LTD
File 021-268421
$2,523,707 (est.)$0 (est.)$0 (est.)
SoMa Equity Partners, LP, its affiliates, and certain persons listed in item 3 may receive a management fee based on the value of the issuer's assets and/or a performance fee based on the issuer's profits.
Morgan Stanley Smith Barney LLC BrokerCheck CRD 14977 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗		EDGAR ↗
Aug 18, 2025 D/A
OPTIMAS GLOBAL ALPHA FUND
File 021-348892
$0$0$0 (est.)
The Manager of an affiliate may receive management fees calculated as a percentage of net assets and an allocation of a percent of annual net profits.
None listed on this filingEDGAR ↗
Jun 13, 2025 D/A
Ayres Argentina Fund Ltd
File 021-294581
$0$0$0None listed on this filingEDGAR ↗
Feb 18, 2025 D/A
Birch Grove Credit Strategies Fund Ltd.
File 021-211951
$2,989,917$0$0
The fund charges a management fee that is described in the fund's offering documents.
Edgeline Capital, LLC BrokerCheck CRD 000152774 ↗
OPPENHEIMER & CO. INC. BrokerCheck CRD 000000249 ↗
Boomerang Capital LLC BrokerCheck CRD 000120313 ↗		EDGAR ↗
Sep 6, 2024 D/A
Corriente Offshore Partners II, Ltd
File 021-284925
$0$0$0None listed on this filingEDGAR ↗
May 13, 2024 D
Metori Epsilon Diversified (1.5XL) Ltd
File 021-513092
$0$0$24,000
Independent directors are each paid an annual fee of $12,000 by the Issuer. The terms of this annual fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 6, 2023 D/A
EMJ US Feeder Fund LP
File 021-394146
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Apr 14, 2023 D/A
OrbiMed New Horizons Fund, Ltd.
File 021-364899
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 23, 2023 D/A
Orion 1.5x Base Metals Metric (Offshore) Ltd
File 021-426333
$0$0$0None listed on this filingEDGAR ↗
Apr 20, 2022 D
TAM Special Opportunities SPV
File 021-442696
$0$0$0None listed on this filingEDGAR ↗
Jan 31, 2022 D
Melvin Capital Long Only Offshore Ltd.
File 021-431484
$0$0$0 (est.)
The Investment Manager will receive a fee based on each limited partner's capital account balance and the General Partner will receive an incentive allocation as more fully set forth in the offering materials.
None listed on this filingEDGAR ↗
Jan 7, 2022 D/A
Ariose China Growth Onshore Fund
File 021-250415
$0$0$0None listed on this filingEDGAR ↗
Jan 7, 2022 D/A
Ariose China Growth Offshore Fund
File 021-264944
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2021 D/A
Melvin Capital Offshore Ltd
File 021-252718
$0$0$0 (est.)
The General Partner may receive an incentive allocation as more fully set forth in the offering materials.
None listed on this filingEDGAR ↗
Aug 20, 2021 D/A
Coltrane Offshore Fund, Ltd.
File 021-182902
$0$0$0
Issuer's confidential offering materials discuss performance allocation and management fees.
None listed on this filingEDGAR ↗
Jul 16, 2021 D/A
OrbiMed Global Healthcare Fund, Ltd.
File 021-204519
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 16, 2021 D/A
TRIKON ASSET MANAGEMENT ONSHORE FUND
File 021-327476
$0$0$0
Customary management fee shall be paid by the Issuer to the Manager as provided in the offering materials.
None listed on this filingEDGAR ↗
Apr 16, 2021 D/A
TRIKON ASSET MANAGEMENT OFFSHORE FUND
File 021-327474
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2020 D/A
Melvin Capital II Offshore Ltd
File 021-277446
$0$0$0 (est.)
The Investment Manager may receive a fee based on each shareholder's shares and an incentive fee as set forth in the offering materials.
None listed on this filingEDGAR ↗
Nov 15, 2019 D/A
Divisar Partners QP (Cayman), Ltd.
File 021-249711
$0$0$0
The Sponsor (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specific percentage of assets under management.
None listed on this filingEDGAR ↗
Apr 23, 2019 D/A
Sanoor Capital Offshore Ltd.
File 021-310796
$0$0$0
The Investment Manager is entitled to a management fee, and non-affiliated Directors are paid customary directors' fees, as fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 10, 2018 D
TRIKON ASSET MANAGEMENT OFFSHORE FUND
File 021-327472
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2018 D/A
HS Group Sponsor Fund II (US) Ltd.
File 021-299666
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2018 D/A
HS Group Sponsor Fund II Ltd.
File 021-299779
$0$0$0None listed on this filingEDGAR ↗
Sep 12, 2018 D/A
Spitfire Qualified Fund Ltd.
File 021-193075
$0 (est.)$0 (est.)$0 (est.)
Executive Officer controls issuer's investment manager which is paid a general management fee of 1% to 1.5% of assets under management.
None listed on this filingEDGAR ↗
Jul 25, 2018 D/A
Zentific Asia Opportunities Offshore Feeder Fund Ltd
File 021-235036
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2018 D/A
Zentific Asia Opportunities US Offshore Feeder Fund Ltd
File 021-281080
$0$0$0
Customary fees shall be paid by the Issuer to the Investment Manager as provided for in the offering materials.
None listed on this filingEDGAR ↗
Jul 25, 2018 D
Zentific China A Investment Co Ltd
File 021-317669
$0$0$0None listed on this filingEDGAR ↗
Jun 1, 2018 D
Industrial Equity Fund Ltd
File 021-313691
$0$0$0
The fund charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Feb 2, 2018 D/A
Pacific Grove International Ltd.
File 021-232702
$0 (est.)$0 (est.)$0 (est.)
None, although the investment adviser of the issuer receives investment management fees and performance fees.
None listed on this filingEDGAR ↗
Apr 5, 2017 D/A
VALTURA PARTNERS OFFSHORE FUND, LTD.
File 021-215605
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees, as provided in the Issuer's offering documents.
Christina Shen BrokerCheck CRD 3108182 ↗
via Silver Leaf Partners, LLC (CRD 126694 ↗)
EDGAR ↗
Oct 14, 2016 D/A
PARAMETRICA ASIA INVESTMENTS, LTD
File 021-262704
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2016 D/A
JMB Capital Partners Offshore, Ltd.
File 021-105688
$0 (est.)$0 (est.)$14,000 (est.)
The issuer pays fees of approximately $14,000 per annum to its directors. The investment adviser of the issuer receives investment management fees and performance fees.
None listed on this filingEDGAR ↗
May 6, 2016 D
PARAMETRICA ASIA FUND, LTD.
File 021-262703
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2014 D
Melvin Capital Offshore Ltd
File 021-229753
$0$0$0 (est.)
The Investment Manager may receive a fee based each shareholder's shares and an incentive fee as set forth in the offering materials.
None listed on this filingEDGAR ↗
Dec 8, 2014 D/A
Alydar Fund Ltd
File 021-136176
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 8, 2014 D/A
SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD.
File 021-75973
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 8, 2014 D/A
SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD.
File 021-109064
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 16, 2014 D
HS Group Sponsor Fund (US) Ltd.
File 021-226557
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2014 D
HS Group Sponsor Fund Ltd.
File 021-226554
$0$0$0None listed on this filingEDGAR ↗
Aug 5, 2014 D
Bybrook Capital Opportunities Fund LP
File 021-222284
$0$0$0
The fund charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Jul 7, 2014 D/A
Lonestar Partners International, Ltd.
File 021-132740
$0 (est.)$0 (est.)$15,000 (est.)
The issuer pays fees of approximately $15,000 per annum to its directors. Additionally, the general partner of the fund in which the issuer invests substantially all of its assets receives investment management fees and a special profit allocation.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (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).

Deals 66

Every issuer that named Brian Burkholder on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

BS
Pooled Investment Fund · group: Bybrook

Bybrook Salzburg Metric Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Oct 7, 2015 → Oct 2, 2026 · 12 filings
  • Oct 2, 2026 · D/A · $315,233,032 sold of Indefinite · 3 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 3, 2025 · D/A · $315,233,032 sold of Indefinite · 3 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 4, 2024 · D/A · $81,027,441 sold of Indefinite · 9 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2023 · D/A · $60,611,846 sold of Indefinite · 9 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2022 · D/A · $38,422,920 sold of Indefinite · 9 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2021 · D/A · $29,578,544 sold of Indefinite · 9 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 6, 2020 · D/A · $43,471,623 sold of Indefinite · 16 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 4, 2019 · D/A · $36,664,569 sold of Indefinite · 16 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2018 · D/A · $49,746,047 sold of Indefinite · 8 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 6, 2017 · D/A · $16,479,720 sold of Indefinite · 6 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 7, 2016 · D/A · $13,790,813 sold of Indefinite · 5 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 7, 2015 · D · $7,600,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗

Raised $315.2M from 16 investors as of the latest filing. Brian is listed as director on 12 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

EC
Pooled Investment Fund

EcoR1 Capital Offshore Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jun 23, 2017 → Sep 30, 2026 · 10 filings
  • Sep 30, 2026 · D/A · $812,227,522 sold of Indefinite · 76 investors · min. $25,000,000 · role: Director EDGAR ↗
  • May 13, 2025 · D/A · $810,500,471 sold of Indefinite · 75 investors · min. $25,000,000 · role: Director EDGAR ↗
  • May 14, 2024 · D/A · $810,500,471 sold of Indefinite · 75 investors · min. $25,000,000 · role: Director EDGAR ↗
  • Apr 21, 2023 · D/A · $810,500,471 sold of Indefinite · 75 investors · min. $25,000,000 · role: Director EDGAR ↗
  • May 11, 2022 · D/A · $609,802,133 sold of Indefinite · 58 investors · min. $2,000,000 · role: Director EDGAR ↗
  • May 27, 2021 · D/A · $332,386,692 sold of Indefinite · 70 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Jun 4, 2020 · D/A · $101,714,849 sold of Indefinite · 17 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Jun 24, 2019 · D/A · $101,150,000 sold of Indefinite · 15 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Jun 21, 2018 · D/A · $42,550,000 sold of Indefinite · 12 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Jun 23, 2017 · D · $14,500,000 sold of Indefinite · 1 investors · min. $2,000,000 · role: Director EDGAR ↗

Raised $812.2M from 76 investors as of the latest filing. Brian is listed as director on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OF
Pooled Investment Fund

One Fin Capital Offshore Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jan 15, 2016 → Aug 20, 2026 · 12 filings
  • Aug 20, 2026 · D/A · $159,121,428 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 4, 2025 · D/A · $182,585,243 sold of Indefinite · 15 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 19, 2024 · D/A · $180,385,003 sold of Indefinite · 15 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 5, 2023 · D/A · $153,303,815 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 28, 2022 · D/A · $137,129,710 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 4, 2021 · D/A · $122,248,000 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 20, 2020 · D/A · $87,368,000 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 11, 2019 · D/A · $56,618,000 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 27, 2018 · D/A · $22,768,000 sold of Indefinite · 8 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 12, 2018 · D/A · $16,268,000 sold of Indefinite · 5 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 13, 2017 · D/A · $10,250,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 15, 2016 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $182.6M from 15 investors as of the latest filing. Brian is listed as director on 12 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CO
Pooled Investment Fund · group: Coltrane

Coltrane Offshore Fund, Ltd.

New York, NY · Aug 25, 2015 → Aug 14, 2026 · 13 filings
  • Aug 14, 2026 · D/A · $777,554,823 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 15, 2025 · D/A · $777,554,823 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 16, 2024 · D/A · $777,554,823 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 13, 2024 · D/A · $777,554,823 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 17, 2023 · D/A · $777,554,823 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 17, 2022 · D · $776,954,823 sold of Indefinite · 27 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 20, 2021 · D/A · $776,954,823 sold of Indefinite · 27 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 20, 2020 · D/A · $773,453,271 sold of Indefinite · 27 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 23, 2019 · D/A · $746,323,271 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 24, 2018 · D/A · $440,273,271 sold of Indefinite · 24 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 24, 2017 · D/A · $42,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 24, 2016 · D/A · $42,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 25, 2015 · D/A · $27,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $777.6M from 28 investors as of the latest filing. Brian is listed as director on 13 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OC
Pooled Investment Fund · group: Orion Mine Finance

Orion Commodities Delaware Fund LP

New York, NY · Jun 15, 2018 → Jul 22, 2026 · 9 filings
  • Jul 22, 2026 · D/A · $74,185,000 sold of Indefinite · 58 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jul 22, 2025 · D/A · $58,335,000 sold of Indefinite · 55 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jul 22, 2024 · D/A · $58,335,000 sold of Indefinite · 55 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jul 12, 2023 · D/A · $58,015,000 sold of Indefinite · 51 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jul 12, 2022 · D/A · $57,065,000 sold of Indefinite · 49 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jun 25, 2021 · D/A · $16,590,000 sold of Indefinite · 49 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jun 17, 2020 · D/A · $15,215,000 sold of Indefinite · 47 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jun 17, 2019 · D/A · $7,920,000 sold of Indefinite · 31 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jun 15, 2018 · D · $500,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director EDGAR ↗

Raised $74.2M from 58 investors as of the latest filing. Brian is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OP
Pooled Investment Fund · group: Orbimed

OrbiMed Partners, Ltd.

Road Town, Tortola, Virgin Islands, British (as filed: D8) · Jul 16, 2021 → Jul 10, 2026 · 6 filings
  • Jul 10, 2026 · D/A · $2,611,956,097 sold of Indefinite · 779 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 10, 2025 · D/A · $2,611,956,097 sold of Indefinite · 779 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 12, 2024 · D/A · $2,611,956,097 sold of Indefinite · 779 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 12, 2023 · D/A · $2,611,956,097 sold of Indefinite · 779 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 14, 2022 · D/A · $2,611,956,097 sold of Indefinite · 779 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 16, 2021 · D/A · $2,608,656,097 sold of Indefinite · 777 investors · min. $100,000 · role: Director EDGAR ↗

Raised $2.61B from 779 investors as of the latest filing. Brian is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

AR
Pooled Investment Fund · group: Ayres

Ayres Recovery Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Jun 13, 2024 → Jun 25, 2026 · 3 filings
  • Jun 25, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 13, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 13, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

HG
Pooled Investment Fund · group: High Ground

High Ground Investment Management Fund LP

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 1, 2020 → May 1, 2026 · 7 filings
  • May 1, 2026 · D/A · $15,500,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • May 2, 2025 · D/A · $15,500,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • May 3, 2024 · D/A · $15,500,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Manager of General Partner) EDGAR ↗
  • May 3, 2023 · D/A · $15,500,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • May 3, 2022 · D/A · $15,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • May 3, 2021 · D/A · $10,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗
  • May 1, 2020 · D · $10,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner) EDGAR ↗

Raised $15.5M from 3 investors as of the latest filing. Brian is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OC
Pooled Investment Fund · group: Orion Mine Finance

Orion Commodities Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 13, 2017 → Apr 22, 2026 · 10 filings
  • Apr 22, 2026 · D/A · $499,850,349 sold of Indefinite · 93 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 22, 2025 · D/A · $495,450,349 sold of Indefinite · 90 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 22, 2024 · D/A · $480,066,647 sold of Indefinite · 68 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 19, 2023 · D/A · $461,448,970 sold of Indefinite · 58 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 19, 2022 · D/A · $440,854,980 sold of Indefinite · 53 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 15, 2021 · D/A · $413,310,470 sold of Indefinite · 49 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 15, 2020 · D/A · $276,715,000 sold of Indefinite · 29 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 15, 2019 · D/A · $247,680,000 sold of Indefinite · 18 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 13, 2018 · D/A · $35,100,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 13, 2017 · D · $5,100,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Director EDGAR ↗

Raised $499.9M from 93 investors as of the latest filing. Brian is listed as director on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

WF
Pooled Investment Fund · group: Bybrook

Westonbirt Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Apr 14, 2023 → Apr 15, 2026 · 4 filings
  • Apr 15, 2026 · D/A · $266,362,500 sold of Indefinite · 4 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 15, 2025 · D/A · $200,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 15, 2024 · D/A · $200,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 14, 2023 · D · $200,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $266.4M from 4 investors as of the latest filing. Brian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OG
Pooled Investment Fund · group: Orbimed

OrbiMed Genesis Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 14, 2020 → Apr 10, 2026 · 7 filings
  • Apr 10, 2026 · D/A · $145,947,234 sold of Indefinite · 20 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 11, 2025 · D/A · $134,853,571 sold of Indefinite · 18 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 12, 2024 · D/A · $134,748,482 sold of Indefinite · 18 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 14, 2023 · D/A · $125,550,001 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 14, 2022 · D/A · $100,550,001 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 14, 2021 · D/A · $29,300,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 14, 2020 · D · $300,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $145.9M from 20 investors as of the latest filing. Brian is listed as director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

BC
Pooled Investment Fund · group: Bybrook

Bybrook Capital Master Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Apr 17, 2014 → Apr 10, 2026 · 13 filings
  • Apr 10, 2026 · D/A · $166,500,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 11, 2025 · D/A · $166,500,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 12, 2024 · D/A · $53,374,280 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 14, 2023 · D/A · $218,045,127 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 15, 2022 · D/A · $251,075,702 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 16, 2021 · D/A · $214,475,323 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 17, 2020 · D/A · $217,562,688 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 18, 2019 · D/A · $175,015,353 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 18, 2018 · D/A · $163,614,423 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 18, 2017 · D/A · $165,273,351 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 18, 2016 · D/A · $168,600,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 17, 2015 · D/A · $150,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 17, 2014 · D · $100,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗

Raised $251.1M from 2 investors as of the latest filing. Brian is listed as director on 13 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

BC
Pooled Investment Fund · group: Bybrook

Bybrook Capital Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Apr 17, 2014 → Apr 10, 2026 · 13 filings
  • Apr 10, 2026 · D/A · $568,126,020 sold of Indefinite · 10 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 11, 2025 · D/A · $459,379,020 sold of Indefinite · 10 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 12, 2024 · D/A · $227,926,858 sold of Indefinite · 8 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 14, 2023 · D/A · $39,641,369 sold of Indefinite · 6 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 15, 2022 · D/A · $32,025,947 sold of Indefinite · 4 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 16, 2021 · D/A · $18,937,190 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 17, 2020 · D/A · $7,707,768 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 18, 2019 · D/A · $3,446,432 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 18, 2018 · D/A · $3,232,069 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 18, 2017 · D/A · $6,154,314 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 18, 2016 · D/A · $5,100,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 17, 2015 · D/A · $4,400,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Apr 17, 2014 · D · $2,800,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $568.1M from 10 investors as of the latest filing. Brian is listed as director on 13 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

BC
Pooled Investment Fund · group: Bybrook

Bybrook Capital Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Apr 15, 2015 → Apr 10, 2026 · 12 filings
  • Apr 10, 2026 · D/A · $1,343,841,307 sold of Indefinite · 32 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 11, 2025 · D/A · $1,085,591,567 sold of Indefinite · 30 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 12, 2024 · D/A · $771,178,041 sold of Indefinite · 18 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 13, 2023 · D/A · $357,693,353 sold of Indefinite · 7 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 13, 2022 · D/A · $252,567,808 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 13, 2021 · D/A · $238,674,014 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 13, 2020 · D/A · $230,927,976 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 12, 2019 · D/A · $182,079,697 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 13, 2018 · D/A · $125,132,964 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 14, 2017 · D/A · $137,580,696 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 15, 2016 · D/A · $112,400,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 15, 2015 · D · $5,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $1.34B from 32 investors as of the latest filing. Brian is listed as director on 12 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OJ
Pooled Investment Fund · group: Oasis Japan

Oasis Japan Strategic Fund Y US Feeder Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jul 17, 2024 → Apr 3, 2026 · 3 filings
  • Apr 3, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 4, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OJ
Pooled Investment Fund · group: Oasis Japan

Oasis Japan Strategic Fund Y Offshore Feeder Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jul 17, 2024 → Apr 3, 2026 · 3 filings
  • Apr 3, 2026 · D/A · $986,464,540 sold of Indefinite · 36 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 4, 2025 · D/A · $814,233,118 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 17, 2024 · D · $666,870,757 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $986.5M from 36 investors as of the latest filing. Brian is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OJ
Pooled Investment Fund · group: Oasis Japan

Oasis Japan Strategic Fund US Feeder Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 3, 2020 → Apr 3, 2026 · 7 filings
  • Apr 3, 2026 · D/A · $24,270,192 sold of Indefinite · 24 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 4, 2025 · D/A · $14,020,000 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 5, 2024 · D/A · $3,300,000 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 5, 2023 · D/A · $3,300,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 5, 2022 · D/A · $2,650,000 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 5, 2021 · D/A · $500,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 3, 2020 · D · $500,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $24.3M from 24 investors as of the latest filing. Brian is listed as director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OJ
Pooled Investment Fund · group: Oasis Japan

Oasis Japan Strategic Fund Offshore Feeder Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Sep 17, 2018 → Apr 3, 2026 · 9 filings
  • Apr 3, 2026 · D/A · $1,511,555,890 sold of Indefinite · 66 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 4, 2025 · D/A · $1,419,015,449 sold of Indefinite · 55 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 5, 2024 · D/A · $542,970,176 sold of Indefinite · 40 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 5, 2023 · D/A · $559,574,328 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 5, 2022 · D/A · $398,597,280 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 5, 2021 · D/A · $285,317,609 sold of Indefinite · 7 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 3, 2020 · D/A · $100,500,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 17, 2019 · D/A · $100,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 17, 2018 · D · $100,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $1.51B from 66 investors as of the latest filing. Brian is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

LE
Pooled Investment Fund · group: Lodbrok European

Lodbrok European Credit Opportunities Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Mar 6, 2019 → Mar 30, 2026 · 9 filings
  • Mar 30, 2026 · D/A · $118,945,900 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 28, 2025 · D/A · $118,945,900 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 10, 2025 · D/A · $118,945,900 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 8, 2024 · D/A · $118,945,900 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 8, 2023 · D/A · $118,945,900 sold of Indefinite · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 8, 2022 · D/A · $118,195,900 sold of Indefinite · 10 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 8, 2021 · D/A · $117,345,900 sold of Indefinite · 9 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 6, 2020 · D/A · $118,245,900 sold of Indefinite · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 6, 2019 · D · $25,895,900 sold of Indefinite · 6 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $118.9M from 11 investors as of the latest filing. Brian is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

LE
Pooled Investment Fund · group: Lodbrok European

Lodbrok European Credit Opportunities Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Oct 3, 2018 → Mar 30, 2026 · 10 filings
  • Mar 30, 2026 · D/A · $303,400,105 sold of Indefinite · 36 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 28, 2025 · D/A · $282,251,645 sold of Indefinite · 32 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 10, 2025 · D/A · $281,751,645 sold of Indefinite · 32 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 8, 2024 · D/A · $271,501,645 sold of Indefinite · 28 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 8, 2023 · D/A · $237,209,105 sold of Indefinite · 23 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 8, 2022 · D/A · $184,755,775 sold of Indefinite · 19 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 8, 2021 · D/A · $155,365,008 sold of Indefinite · 17 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 5, 2020 · D/A · $155,365,008 sold of Indefinite · 26 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 3, 2019 · D/A · $111,780,600 sold of Indefinite · 22 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 3, 2018 · D · $24,330,650 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗

Raised $303.4M from 36 investors as of the latest filing. Brian is listed as director on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

SL
Pooled Investment Fund · group: Soma

SoMa Long Opportunities Offshore, Ltd.

San Francisco, CA · Sep 22, 2023 → Mar 2, 2026 · 4 filings
  • Mar 2, 2026 · D/A · $68,043,451 sold of Indefinite · 10 investors · min. No minimum reported · role: Director (Director of the Issuer) EDGAR ↗
  • Mar 6, 2025 · D/A · $68,043,451 sold of Indefinite · 9 investors · min. No minimum reported · role: Director (Director of the Issuer) EDGAR ↗
  • Sep 20, 2024 · D/A · $35,082,302 sold of Indefinite · 6 investors · min. No minimum reported · role: Director (Director of the Issuer) EDGAR ↗
  • Sep 22, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the Issuer) EDGAR ↗

Raised $68M from 10 investors as of the latest filing. Brian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

ZL
Pooled Investment Fund · group: Zaaba Pan Asia

ZAABA LONG ONLY FUND

Grand Cayman, Cayman Islands (as filed: E9) · Feb 24, 2022 → Feb 13, 2026 · 5 filings
  • Feb 13, 2026 · D/A · $129,432,335 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 20, 2025 · D/A · $119,032,335 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 23, 2024 · D/A · $107,282,335 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 24, 2023 · D/A · $105,457,335 sold of Indefinite · 7 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 24, 2022 · D · $98,727,335 sold of Indefinite · 6 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $129.4M from 9 investors as of the latest filing. Brian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

ZP
Pooled Investment Fund · group: Zaaba Pan Asia

ZAABA PAN ASIA FUND

Grand Cayman, Cayman Islands (as filed: E9) · Feb 24, 2022 → Feb 13, 2026 · 5 filings
  • Feb 13, 2026 · D/A · $950,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 20, 2025 · D/A · $950,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 23, 2024 · D/A · $950,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 24, 2023 · D/A · $950,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 24, 2022 · D · $950,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $950K from 2 investors as of the latest filing. Brian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

ZP
Pooled Investment Fund · group: Zaaba Pan Asia

ZAABA PAN ASIA MASTER FUND

Grand Cayman, Cayman Islands (as filed: E9) · Feb 24, 2022 → Feb 13, 2026 · 5 filings
  • Feb 13, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 20, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 23, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 24, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 24, 2022 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CL
Pooled Investment Fund · group: Coltrane

Coltrane Long Value Offshore Fund, Ltd.

New York, NY · Feb 18, 2021 → Feb 6, 2026 · 7 filings
  • Feb 6, 2026 · D/A · $109,084,811 sold of Indefinite · 8 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 7, 2025 · D/A · $104,084,811 sold of Indefinite · 8 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 13, 2024 · D/A · $104,084,811 sold of Indefinite · 7 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 7, 2024 · D/A · $104,084,811 sold of Indefinite · 7 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 7, 2023 · D/A · $101,743,292 sold of Indefinite · 6 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 15, 2022 · D/A · $96,711,289 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 18, 2021 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $109.1M from 8 investors as of the latest filing. Brian is listed as director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

SO
Pooled Investment Fund · group: Stillpoint

Stillpoint Offshore Investments Ltd

Grand Cayman, NY · May 17, 2022 → Dec 23, 2025 · 5 filings
  • Dec 23, 2025 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 23, 2024 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • May 17, 2024 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • May 17, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗
  • May 17, 2022 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

Raised $20M from 1 investor as of the latest filing. Brian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

Logo
Pooled Investment Fund · group: High Ground

High Ground Investment Management Fund Ltd

George Town, Cayman Islands (as filed: E9) · Nov 7, 2019 → Dec 2, 2025 · 7 filings
  • Dec 2, 2025 · D/A · $2,650,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 2, 2024 · D/A · $2,650,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 1, 2023 · D/A · $2,650,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 2, 2022 · D/A · $2,650,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 5, 2021 · D/A · $2,650,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 6, 2020 · D/A · $2,650,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 7, 2019 · D · $2,650,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗

Raised $2.65M from 3 investors as of the latest filing. Brian is listed as director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

SO
Pooled Investment Fund · group: Soma

SOMA OFFSHORE LTD

San Francisco, CA · Aug 5, 2016 → Sep 17, 2025 · 10 filings
  • Sep 17, 2025 · D/A · $1,420,007,173 sold of Indefinite · 273 investors · min. No minimum reported · role: Director (Director of the Issuer.) EDGAR ↗
  • Sep 20, 2024 · D/A · $1,407,107,173 sold of Indefinite · 273 investors · min. No minimum reported · role: Director (Director of the Issuer.) EDGAR ↗
  • Sep 22, 2023 · D/A · $1,405,757,173 sold of Indefinite · 271 investors · min. No minimum reported · role: Director (Director of the Issuer.) EDGAR ↗
  • Sep 26, 2022 · D/A · $1,405,757,173 sold of Indefinite · 252 investors · min. No minimum reported · role: Director (Director of the Issuer.) EDGAR ↗
  • Sep 27, 2021 · D/A · $1,355,727,173 sold of Indefinite · 248 investors · min. No minimum reported · role: Director (Director of the Issuer.) EDGAR ↗
  • Oct 1, 2020 · D/A · $1,071,838,173 sold of Indefinite · 202 investors · min. No minimum reported · role: Director (Director of the Issuer.) EDGAR ↗
  • Oct 1, 2019 · D/A · $760,056,173 sold of Indefinite · 167 investors · min. No minimum reported · role: Director (Director of the Issuer.) EDGAR ↗
  • Oct 2, 2018 · D/A · $389,596,604 sold of Indefinite · 60 investors · min. No minimum reported · role: Director (Director of the Issuer.) EDGAR ↗
  • Oct 31, 2017 · D/A · $220,419,863 sold of Indefinite · 32 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 5, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.42B from 273 investors as of the latest filing. Brian is listed as director on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OG
Pooled Investment Fund

OPTIMAS GLOBAL ALPHA FUND

Hong Kong, Hong Kong (as filed: K3) · Sep 16, 2019 → Aug 18, 2025 · 7 filings
  • Aug 18, 2025 · D/A · $119,924,800 sold of Indefinite · 20 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 29, 2024 · D/A · $119,924,800 sold of Indefinite · 20 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 31, 2023 · D/A · $116,924,800 sold of Indefinite · 19 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 31, 2022 · D/A · $114,224,800 sold of Indefinite · 18 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 1, 2021 · D/A · $102,700,800 sold of Indefinite · 14 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 4, 2020 · D/A · $45,900,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 16, 2019 · D · $3,100,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $119.9M from 20 investors as of the latest filing. Brian is listed as director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

AA
Pooled Investment Fund · group: Ayres

Ayres Argentina Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Jun 13, 2022 → Jun 13, 2025 · 4 filings
  • Jun 13, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 13, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 13, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 13, 2022 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

Raised $85.2M from 3 investors as of the latest filing. Brian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

BG
Pooled Investment Fund

Birch Grove Credit Strategies Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Feb 14, 2014 → Feb 18, 2025 · 13 filings
  • Feb 18, 2025 · D/A · $478,259,896 sold of Indefinite · 39 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 16, 2024 · D/A · $478,259,896 sold of Indefinite · 39 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 17, 2023 · D/A · $468,259,896 sold of Indefinite · 39 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 18, 2022 · D/A · $388,115,436 sold of Indefinite · 39 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 19, 2021 · D/A · $371,365,436 sold of Indefinite · 39 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 21, 2020 · D/A · $361,140,436 sold of Indefinite · 39 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 22, 2019 · D/A · $360,440,436 sold of Indefinite · 39 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 22, 2018 · D/A · $355,124,001 sold of Indefinite · 31 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 22, 2017 · D/A · $354,374,001 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 22, 2016 · D/A · $254,540,454 sold of Indefinite · 25 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 20, 2015 · D/A · $272,606,175 sold of Indefinite · 25 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 20, 2014 · D/A · $216,588,692 sold of Indefinite · 15 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 14, 2014 · D · $196,588,692 sold of Indefinite · 15 investors · min. $100,000 · role: Director EDGAR ↗

Raised $478.3M from 39 investors as of the latest filing. Brian is listed as director on 13 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CO
Pooled Investment Fund · group: Corriente China

Corriente Offshore Partners II, Ltd

Fort Worth, TX · Sep 4, 2020 → Sep 6, 2024 · 5 filings
  • Sep 6, 2024 · D/A · $64,750,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Director (Director of Issuer) EDGAR ↗
  • Sep 6, 2023 · D/A · $64,750,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Director (Director of Issuer) EDGAR ↗
  • Sep 6, 2022 · D/A · $64,750,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Director (Director of Issuer) EDGAR ↗
  • Sep 3, 2021 · D/A · $64,750,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Director (Director of Issuer) EDGAR ↗
  • Sep 4, 2020 · D/A · $59,100,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Director (Director of Issuer) EDGAR ↗

Raised $64.8M from 13 investors as of the latest filing. Brian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

ME
Pooled Investment Fund

Metori Epsilon Diversified (1.5XL) Ltd

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · May 13, 2024
  • May 13, 2024 · D · $45,538,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $45.5M from 1 investor as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

EU
Pooled Investment Fund

EMJ US Feeder Fund LP

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 31, 2021 → Sep 6, 2023 · 3 filings
  • Sep 6, 2023 · D/A · $2,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Brian Burkholder is a Director of the General Partner.) EDGAR ↗
  • Mar 31, 2022 · D/A · $2,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Brian Burkholder is a Director of the General Partner.) EDGAR ↗
  • Mar 31, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Brian Burkholder is a Director of the General Partner.) EDGAR ↗

Raised $3.99M from 10 investors as of the latest filing. Brian is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

ON
Pooled Investment Fund · group: Orbimed

OrbiMed New Horizons Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 14, 2020 → Apr 14, 2023 · 4 filings
  • Apr 14, 2023 · D/A · $86,691,450 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 14, 2022 · D/A · $86,691,450 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 14, 2021 · D/A · $70,621,000 sold of Indefinite · 25 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 14, 2020 · D · $300,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $86.7M from 29 investors as of the latest filing. Brian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

O1
Pooled Investment Fund · group: Orion Mine Finance

Orion 1.5x Base Metals Metric (Offshore) Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Dec 22, 2021 → Feb 23, 2023 · 2 filings
  • Feb 23, 2023 · D/A · $247,700,000 sold of Indefinite · 15 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Dec 22, 2021 · D · $178,750,000 sold of Indefinite · 8 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $247.7M from 15 investors as of the latest filing. Brian is listed as executive officer, director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

TS
Pooled Investment Fund · group: Trikon

TAM Special Opportunities SPV

Hong Kong, Hong Kong (as filed: K3) · Apr 20, 2022
  • Apr 20, 2022 · D · $4,592,522 sold of Indefinite · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $4.59M from 5 investors as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

MC
Pooled Investment Fund · group: Melvin

Melvin Capital Long Only Offshore Ltd.

New York, NY · Jan 31, 2022
  • Jan 31, 2022 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

AC
Pooled Investment Fund · group: Ariose China

Ariose China Growth Offshore Fund

Hong Kong, Hong Kong (as filed: K3) · Jun 14, 2016 → Jan 7, 2022 · 6 filings
  • Jan 7, 2022 · D/A · $157,130,386 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 8, 2020 · D/A · $157,130,386 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • May 8, 2018 · D/A · $157,130,386 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 28, 2017 · D/A · $141,031,654 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 31, 2016 · D/A · $130,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 14, 2016 · D · $90,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗

Raised $157.1M from 2 investors as of the latest filing. Brian is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

AC
Pooled Investment Fund · group: Ariose China

Ariose China Growth Onshore Fund

Hong Kong, Hong Kong (as filed: K3) · Oct 30, 2015 → Jan 7, 2022 · 6 filings
  • Jan 7, 2022 · D/A · $8,271,158 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 8, 2020 · D/A · $8,271,158 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • May 8, 2018 · D/A · $8,271,158 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 28, 2017 · D/A · $11,719,658 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 31, 2016 · D/A · $9,417,800 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 30, 2015 · D · $750,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $11.7M from 5 investors as of the latest filing. Brian is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

MC
Pooled Investment Fund · group: Melvin

Melvin Capital Offshore Ltd

New York, NY · Dec 9, 2014 → Dec 30, 2021 · 9 filings
  • Dec 30, 2021 · D/A · $4,339,934,196 sold of Indefinite · 153 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 30, 2020 · D/A · $1,635,205,786 sold of Indefinite · 82 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 30, 2019 · D/A · $796,813,198 sold of Indefinite · 49 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 28, 2018 · D/A · $449,486,053 sold of Indefinite · 46 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 29, 2017 · D/A · $204,586,071 sold of Indefinite · 30 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 6, 2017 · D/A · $154,004,791 sold of Indefinite · 19 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 9, 2015 · D/A · $95,748,405 sold of Indefinite · 15 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 9, 2015 · D · $95,748,405 sold of Indefinite · 15 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 9, 2014 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

Raised $4.34B from 153 investors as of the latest filing. Brian is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

OG
Pooled Investment Fund · group: Orbimed

OrbiMed Global Healthcare Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 15, 2014 → Jul 16, 2021 · 8 filings
  • Jul 16, 2021 · D/A · $988,150,000 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 16, 2020 · D/A · $988,150,000 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 16, 2019 · D/A · $988,150,000 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 16, 2018 · D/A · $982,950,000 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 14, 2017 · D/A · $982,950,000 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 14, 2016 · D/A · $972,350,000 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 14, 2015 · D/A · $553,750,000 sold of Indefinite · 7 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 15, 2014 · D/A · $160,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $988.1M from 11 investors as of the latest filing. Brian is listed as director on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

TA
Pooled Investment Fund · group: Trikon

TRIKON ASSET MANAGEMENT ONSHORE FUND

Hong Kong, Hong Kong (as filed: K3) · Dec 10, 2018 → Apr 16, 2021 · 4 filings
  • Apr 16, 2021 · D/A · $196,821,127 sold of Indefinite · 36 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 17, 2020 · D/A · $156,972,694 sold of Indefinite · 28 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 17, 2020 · D/A · $156,972,694 sold of Indefinite · 28 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 10, 2018 · D · $14,750,000 sold of Indefinite · 5 investors · min. $250,000 · role: Director EDGAR ↗

Raised $196.8M from 36 investors as of the latest filing. Brian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

TA
Pooled Investment Fund · group: Trikon

TRIKON ASSET MANAGEMENT OFFSHORE FUND

Hong Kong, Hong Kong (as filed: K3) · Dec 10, 2018 → Apr 16, 2021 · 5 filings
  • Apr 16, 2021 · D/A · $73,169,056 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 17, 2020 · D/A · $71,969,056 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 17, 2020 · D/A · $71,969,056 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 10, 2018 · D · $52,000,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Dec 10, 2018 · D · $52,000,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $73.2M from 6 investors as of the latest filing. Brian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

MC
Pooled Investment Fund · group: Melvin

Melvin Capital II Offshore Ltd

New York, NY · Dec 30, 2016 → Dec 30, 2020 · 5 filings
  • Dec 30, 2020 · D/A · $182,514,653 sold of Indefinite · 22 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 30, 2019 · D/A · $181,786,653 sold of Indefinite · 21 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 28, 2018 · D/A · $118,975,000 sold of Indefinite · 21 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 29, 2017 · D/A · $92,975,000 sold of Indefinite · 20 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 30, 2016 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

Raised $182.5M from 22 investors as of the latest filing. Brian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

DP
Pooled Investment Fund · group: Divisar

Divisar Partners QP (Cayman), Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 20, 2015 → Nov 15, 2019 · 5 filings
  • Nov 15, 2019 · D/A · $55,059,314 sold of Indefinite · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 19, 2018 · D/A · $52,609,314 sold of Indefinite · 8 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 14, 2017 · D/A · $52,609,314 sold of Indefinite · 8 investors · min. $500,000 · role: Director EDGAR ↗
  • Oct 14, 2016 · D/A · $38,250,000 sold of Indefinite · 4 investors · min. $500,000 · role: Director (Mr. Burkholder will be a Director starting January 1, 2016) EDGAR ↗
  • Oct 20, 2015 · D · $26,181,410 sold of Indefinite · 1 investors · min. $500,000 · role: Director (Mr. Burkholder will be a Director starting January 1, 2016) EDGAR ↗

Raised $55.1M from 8 investors as of the latest filing. Brian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

SC
Pooled Investment Fund · group: Sanoor

Sanoor Capital Offshore Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 23, 2018 → Apr 23, 2019 · 2 filings
  • Apr 23, 2019 · D/A · $29,500,000 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 23, 2018 · D · $29,500,000 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $29.5M from 4 investors as of the latest filing. Brian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

HG
Pooled Investment Fund · group: Hs Group Sponsor

HS Group Sponsor Fund II (US) Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Nov 29, 2017 → Nov 30, 2018 · 3 filings
  • Nov 30, 2018 · D/A · $93,250,000 sold of Indefinite · 41 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 30, 2017 · D/A · $60,000,000 sold of Indefinite · 19 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 29, 2017 · D · $60,000,000 sold of Indefinite · 19 investors · min. $100,000 · role: Director EDGAR ↗

Raised $93.3M from 41 investors as of the latest filing. Brian is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

HG
Pooled Investment Fund · group: Hs Group Sponsor

HS Group Sponsor Fund II Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Nov 30, 2017 → Nov 30, 2018 · 2 filings
  • Nov 30, 2018 · D/A · $370,625,000 sold of Indefinite · 24 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 30, 2017 · D · $3,850,000 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗

Raised $370.6M from 24 investors as of the latest filing. Brian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

SQ
Pooled Investment Fund · group: Spitfire Qualified

Spitfire Qualified Fund Ltd.

Mill Valley, CA · Mar 11, 2013 → Sep 12, 2018 · 7 filings
  • Sep 12, 2018 · D/A · $141,300,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Director (Director of The Spitfire Qualified Fund Ltd.) EDGAR ↗
  • Feb 16, 2018 · D/A · $140,400,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Director (Director of The Spitfire Qualified Fund Ltd.) EDGAR ↗
  • Feb 24, 2017 · D/A · $133,800,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Director (Director of The Spitfire Qualified Fund Ltd.) EDGAR ↗
  • Feb 26, 2016 · D/A · $131,800,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Director (Director of The Spitfire Qualified Fund Ltd.) EDGAR ↗
  • Mar 5, 2015 · D/A · $130,500,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Director (Director of The Spitfire Qualified Fund Ltd.) EDGAR ↗
  • Mar 7, 2014 · D/A · $116,500,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Director (Director of The Spitfire Qualified Fund Ltd.) EDGAR ↗
  • Mar 11, 2013 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of The Spitfire Qualified Fund Ltd.) EDGAR ↗

Raised $141.3M from 18 investors as of the latest filing. Brian is listed as director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

ZA
Pooled Investment Fund · group: Zentific Asia

Zentific Asia Opportunities Offshore Feeder Fund Ltd

Hong Kong, Hong Kong (as filed: K3) · Jul 16, 2015 → Jul 25, 2018 · 2 filings
  • Jul 25, 2018 · D/A · $0 sold of Indefinite · 27 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 16, 2015 · D/A · $2,600,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $2.6M from 27 investors as of the latest filing. Brian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

ZC
Pooled Investment Fund · group: Zentific Asia

Zentific China A Investment Co Ltd

Central, Hong Kong (as filed: K3) · Jul 25, 2018
  • Jul 25, 2018 · D · $21,000,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $21M from 2 investors as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

ZA
Pooled Investment Fund · group: Zentific Asia

Zentific Asia Opportunities US Offshore Feeder Fund Ltd

Central, Hong Kong (as filed: K3) · Feb 22, 2017 → Jul 25, 2018 · 3 filings
  • Jul 25, 2018 · D/A · $2,600,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 23, 2018 · D/A · $2,600,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 22, 2017 · D · $2,405,100 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $2.6M from 3 investors as of the latest filing. Brian is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

IE
Pooled Investment Fund

Industrial Equity Fund Ltd

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jun 1, 2018
  • Jun 1, 2018 · D · $1,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $1M from 1 investor as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

PG
Pooled Investment Fund

Pacific Grove International Ltd.

Dublin, Ireland (as filed: L2) · Jan 22, 2015 → Feb 2, 2018 · 4 filings
  • Feb 2, 2018 · D/A · $227,047,174 sold of Indefinite · 11 investors · min. $1,000,000 · role: Director (Director) EDGAR ↗
  • Feb 2, 2017 · D/A · $223,797,174 sold of Indefinite · 11 investors · min. $1,000,000 · role: Director (Director) EDGAR ↗
  • Feb 2, 2016 · D/A · $57,147,144 sold of Indefinite · 7 investors · min. $1,000,000 · role: Director (Director) EDGAR ↗
  • Jan 22, 2015 · D · $9,100,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director (Director) EDGAR ↗

Raised $227M from 11 investors as of the latest filing. Brian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

VP
Pooled Investment Fund · group: Valtura

VALTURA PARTNERS OFFSHORE FUND, LTD.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 15, 2014 → Apr 5, 2017 · 4 filings
  • Apr 5, 2017 · D/A · $3,928,905 sold of Indefinite · 7 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 13, 2016 · D/A · $3,928,905 sold of Indefinite · 7 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 14, 2015 · D/A · $1,679,030 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 15, 2014 · D · $1,455,030 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗

Raised $3.93M from 7 investors as of the latest filing. Brian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

PA
Pooled Investment Fund · group: Parametrica Asia

PARAMETRICA ASIA INVESTMENTS, LTD

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 6, 2016 → Oct 14, 2016 · 2 filings
  • Oct 14, 2016 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 6, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1M from 1 investor as of the latest filing. Brian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

JC
Pooled Investment Fund

JMB Capital Partners Offshore, Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jan 30, 2014 → Aug 9, 2016 · 4 filings
  • Aug 9, 2016 · D/A · $696,628,140 sold of Indefinite · 42 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 13, 2015 · D/A · $696,628,140 sold of Indefinite · 42 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 15, 2014 · D/A · $671,628,140 sold of Indefinite · 42 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 30, 2014 · D/A · $478,078,140 sold of Indefinite · 30 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $696.6M from 42 investors as of the latest filing. Brian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

PA
Pooled Investment Fund · group: Parametrica Asia

PARAMETRICA ASIA FUND, LTD.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 6, 2016
  • May 6, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

AF
Pooled Investment Fund · group: Alydar

Alydar Fund Ltd

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Dec 2, 2013 → Dec 8, 2014 · 2 filings
  • Dec 8, 2014 · D/A · $3,092,245,654 sold of Indefinite · 175 investors · min. $1,000,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Dec 2, 2013 · D/A · $3,069,730,559 sold of Indefinite · 36 investors · min. $1,000,000 · role: Director (Director of Issuer) EDGAR ↗

Raised $3.09B from 196 investors as of the latest filing. Brian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

SP
Pooled Investment Fund · group: Summit

SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD.

Boston, MA · Dec 2, 2013 → Dec 8, 2014 · 2 filings
  • Dec 8, 2014 · D/A · $855,389,460 sold of Indefinite · 100 investors · min. $1,000,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Dec 2, 2013 · D/A · $826,374,490 sold of Indefinite · 30 investors · min. $1,000,000 · role: Director (Director of Issuer) EDGAR ↗

Raised $915.9M from 100 investors as of the latest filing. Brian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

SP
Pooled Investment Fund · group: Summit

SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD.

Boston, MA · Dec 2, 2013 → Dec 8, 2014 · 2 filings
  • Dec 8, 2014 · D/A · $42,860,256 sold of Indefinite · 20 investors · min. $1,000,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Dec 2, 2013 · D/A · $40,510,256 sold of Indefinite · 15 investors · min. $1,000,000 · role: Director (Director of Issuer) EDGAR ↗

Raised $781.5M from 340 investors as of the latest filing. Brian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

HG
Pooled Investment Fund · group: Hs Group Sponsor

HS Group Sponsor Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 16, 2014
  • Oct 16, 2014 · D · $1,500,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $1.5M from 1 investor as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

HG
Pooled Investment Fund · group: Hs Group Sponsor

HS Group Sponsor Fund (US) Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 16, 2014
  • Oct 16, 2014 · D · $64,950,000 sold of Indefinite · 20 investors · min. $100,000 · role: Director EDGAR ↗

Raised $65M from 20 investors as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

BC
Pooled Investment Fund · group: Bybrook

Bybrook Capital Opportunities Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Aug 5, 2014
  • Aug 5, 2014 · D · $50,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗

Raised $50M from 1 investor as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

LP
Pooled Investment Fund

Lonestar Partners International, Ltd.

Hamilton, Bermuda (as filed: D0) · Jul 11, 2013 → Jul 7, 2014 · 2 filings
  • Jul 7, 2014 · D/A · $187,000,000 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 11, 2013 · D/A · $142,000,000 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $187M from 12 investors as of the latest filing. Brian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Brian Burkholder — Hong Kong (as filed: K3), 3 issuers, Sep 12, 2023 → Sep 11, 2026 · no shared issuer

People around Brian 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

BC
Management entity

Bybrook Capital Fund (GP) Limited

Executive Officer · 39 shared filings (4 issuers)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

BC
Management entity

Bybrook Capital LLP

Promoter · 29 shared filings (5 issuers)

Bybrook Capital LLP is on 5 issuers in total — a repeat sponsor. Their page lists every one.

OM
Management entity

Oasis Management Company Ltd.

Promoter · 22 shared filings (4 issuers) · also on 2 other issuers

Oasis Management Company Ltd. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

OC
Management entity

Orion Commodities Management LP

Promoter, Executive Officer · 21 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

CA
Management entity

Coltrane Asset Management, L.P.

Promoter · 20 shared filings (2 issuers)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

PC
Management entity

Polus Capital Management Limited

Promoter · 19 shared filings (5 issuers) · also on 2 other issuers

Polus Capital Management Limited is on 7 issuers in total — a repeat sponsor. Their page lists every one.

LC
Management entity

Lodbrok Capital LLP

Executive Officer, Promoter · 19 shared filings (2 issuers)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

MC
Management entity

Melvin Capital Management LP

Executive Officer · 15 shared filings (3 issuers) · also on 4 other issuers

Melvin Capital Management LP is on 7 issuers in total — a repeat sponsor. Their page lists every one.

MC
Management entity

Melvin Capital LLC

Executive Officer · 15 shared filings (3 issuers)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

OA
Management entity

OrbiMed Advisors LLC

Promoter, Executive Officer · 14 shared filings (3 issuers) · also on 19 other issuers

OrbiMed Advisors LLC is on 22 issuers in total — a repeat sponsor. Their page lists every one.

SE
Management entity

SoMa Equity Partners, LLC

Executive Officer · 14 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

AC
Management entity

Ariose Capital Management Limited

Director · 12 shared filings (2 issuers)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

HB
Management entity

H. Birch Grove Capital LP

Promoter · 11 shared filings (1 issuer)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

LC
Management entity

Lodbrok Capital (GP) Limited

Promoter, Executive Officer · 9 shared filings (1 issuer)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

AC
Management entity

Ariose Capital Management

Director · 8 shared filings (2 issuers)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

HG
Management entity

HS Group (Hong Kong) Limited

Executive Officer · 7 shared filings (4 issuers) · also on 2 other issuers

HS Group (Hong Kong) Limited is on 6 issuers in total — a repeat sponsor. Their page lists every one.

SC
Management entity

Spitfire Capital LLC

Executive Officer · 7 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

HG
Management entity

HS Group Ltd.

Promoter · 7 shared filings (4 issuers)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

JJ
Management entity

John Joseph Murphy

Executive Officer, Director · 6 shared filings (3 issuers) · also on 34 other issuers

John Joseph Murphy is on 37 issuers in total — a repeat sponsor. Their page lists every one.

AP
Management entity

Alydar Partners, LLC

Promoter · 6 shared filings (3 issuers)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

OC
Management entity

OrbiMed Capital LLC

Promoter · 6 shared filings (1 issuer)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

SI
Management entity

Stillpoint Investments LP

Promoter, Executive Officer · 5 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

DC
Management entity

Divisar Capital Management, LLC

Promoter · 5 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

CA
Management entity

Corriente Advisors, L.L.C.

Executive Officer · 5 shared filings (1 issuer) · also on 17 other issuers

Corriente Advisors, L.L.C. is on 18 issuers in total — a repeat sponsor. Their page lists every one.

CC
Management entity

Cairn Capital Limited

Promoter · 4 shared filings (4 issuers) · also on 1 other issuer

Cairn Capital Limited is on 5 issuers in total — a repeat sponsor. Their page lists every one.

DO
Management entity

D. OrbiMed Advisors LLC

Promoter · 4 shared filings (1 issuer)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

WF
Management entity

Westonbirt Fund (GP) Limited

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

VC
Management entity

VALTURA CAPITAL PARTNERS LLC

Executive Officer, Promoter · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

EG
Management entity

EMJ GP Ltd.

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

BS
Management entity

Banks Sanoor Capital Management LP

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

SI
Management entity

Stillpoint Investments GP LLC

Executive Officer · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

HO
Management entity

H. OrbiMed Advisors LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

LC
Management entity

Lodbrok Capital Management Limited

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

MC
Management entity

Metori Capital Management

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Brian Burkholder. Their page shows their other deals.

The team behind the deals

B
Sponsor group

Bybrook

8 issuers · 60 filings · $3.41B reported sold · 2014–2026

One team, 8 deal companies. Brian Burkholder is listed on 6 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Brian Burkholder.

O
Sponsor group

Orbimed

37 issuers · 166 filings · $20.2B reported sold · 2009–2026

One team, 37 deal companies. Brian Burkholder is listed on 4 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Brian Burkholder.

OJ
Sponsor group

Oasis Japan

9 issuers · 61 filings · $4.24B reported sold · 2015–2026

One team, 9 deal companies. Brian Burkholder is listed on 4 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Brian Burkholder.

HG
Sponsor group

Hs Group Sponsor

6 issuers · 13 filings · $609.3M reported sold · 2014–2025

One team, 6 deal companies. Brian Burkholder is listed on 4 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Brian Burkholder.

ZA
Sponsor group

Zentific Asia

3 issuers · 7 filings · $23.6M reported sold · 2015–2018

One team, 3 deal companies. Brian Burkholder is listed on 3 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Brian Burkholder.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 31 of the 66 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Bybrook Salzburg Metric Fund LP, Coltrane Offshore Fund, Ltd., SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD., High Ground Investment Management Fund LP, Westonbirt Fund LP, Bybrook Capital Fund LP, Bybrook Capital Master Fund LP, Bybrook Capital Fund Ltd, OrbiMed Genesis Fund, Ltd., Oasis Japan Strategic Fund US Feeder Ltd., Oasis Japan Strategic Fund Offshore Feeder Ltd., Oasis Japan Strategic Fund Y Offshore Feeder Ltd., Oasis Japan Strategic Fund Y US Feeder Ltd., Lodbrok European Credit Opportunities Fund Ltd, Lodbrok European Credit Opportunities Fund LP, SoMa Long Opportunities Offshore, Ltd., Coltrane Long Value Offshore Fund, Ltd., Stillpoint Offshore Investments Ltd, High Ground Investment Management Fund Ltd, SOMA OFFSHORE LTD, Corriente Offshore Partners II, Ltd, OrbiMed New Horizons Fund, Ltd., Ariose China Growth Onshore Fund, Ariose China Growth Offshore Fund, OrbiMed Global Healthcare Fund, Ltd., Divisar Partners QP (Cayman), Ltd., SUMMIT PARTNERS CONCENTRATED GROWTH L/S FUND, LTD., HS Group Sponsor Fund II Ltd., HS Group Sponsor Fund II (US) Ltd., HS Group Sponsor Fund Ltd., HS Group Sponsor Fund (US) Ltd..

Other offering types (Regulation A and Regulation Crowdfunding)

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 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Brian Burkholder by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 66 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Brian Burkholder is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (George Town, Grand Cayman, E9). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

highground.com ↗ found on High Ground Investment Management Fund LP (highground.com — same registered sponsor family (group "High Ground"); known from issuer CIK 1793107 (probe))

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗California — find the county court ↗Los Angeles Superior Court case search ↗Massachusetts MassCourts ↗Texas re:SearchTX court records ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

New York Secretary of State business search ↗California Secretary of State business search ↗Massachusetts Secretary of State business search ↗Texas Secretary of State business search ↗OpenCorporates ↗

Change history

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