Sponsor Check › Person
Related person on Form D filings · address state as listed: NY · listed Jan 15, 2014 → Oct 6, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:56 PM ET · SEC enforcement last checked: not yet
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:56 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
13 of 26 offerings report sales commissions totalling $21,426,505; 1 reports finder's fees totalling $62,250; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 6, 2026 D/A File 021-525917 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Jul 9, 2026 D File 021-590233 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Jul 9, 2026 D File 021-590240 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Mar 5, 2026 D File 021-575570 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Feb 20, 2026 D/A File 021-139030 | $16,908,407 (est.) | $0 (est.) | $0 (est.) The fund charges a management fee that is described in the fund's governing documents. | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗ Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗ |
| EDGAR ↗ | Feb 20, 2026 D/A File 021-57124 | $1,177,607 (est.) | $0 (est.) | $0 (est.) The fund charges a management fee that is described in the fund's governing documents. | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗ |
| EDGAR ↗ | Nov 13, 2025 D File 021-563952 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Oct 9, 2025 D/A File 021-559936 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Sep 19, 2025 D/A File 021-524507 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Aug 15, 2025 D File 021-554968 | $1,128,000 | $0 | $0 The sponsor will receive a management fee and carried interest as set out in the Company's governing documents. | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Mar 18, 2025 D File 021-541305 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Feb 25, 2025 D File 021-539197 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Jan 20, 2023 D File 021-471315 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Feb 1, 2022 D File 021-431764 | $0 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Jan 13, 2021 D/A File 021-292733 | $0 | $62,250 (est.) | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Jan 11, 2021 D/A File 021-210092 | $186,906 (est.) | $0 | $0 | Oppenheimer & Co. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Jan 11, 2021 D/A File 021-213411 | $59,016 (est.) | $0 | $0 | Oppenheimer & Co. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Feb 19, 2020 D File 021-360881 | $9,875 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Sep 17, 2018 D File 021-321494 | $60,938 (est.) | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Feb 9, 2018 D/A File 021-127532 | $146,134 | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Feb 9, 2018 D/A File 021-220466 | $27,000 (est.) | $0 | $0 | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Feb 27, 2013 D/A File 021-173974 | $80,421 | $0 | $0 The fund charges a management fee that is described in the fund?s governing documents. | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Feb 13, 2013 D/A File 021-139041 | $780,397 | $0 | $0 The fund charges a management fee that is described in the fund?s governing documents. | Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗ |
| EDGAR ↗ | Dec 18, 2012 D/A File 021-170551 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 11, 2011 D File 021-155234 | $757,444 | $0 | $0 The fund charges a management fee that is described in the fund?s governing documents. | Oppenheimer & Co. Inc. BrokerCheck CRD 2490 ↗ |
| EDGAR ↗ | Feb 24, 2010 D/A File 021-129312 | $104,360 | $0 | $0 The fund charges a management fee that is described in the fund's governing documents. | Oppenheimer & Co. Inc. no CRD number reported via Oppenheimer & Co. Inc. (CRD 249 ↗) |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | AA Millennium USA Access Fund LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Oct 6, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $202,880,000 | 175 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AA Euroclear (Cayman) LLC group: Advantage | Director President and Managing Member of the Company | Jul 9, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $22,772,000 | 99 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AA Euroclear LLC group: Advantage | Director President of the Managing Member of the Company | Jul 9, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $146,771,333 | 395 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AA Endeavor LLC group: Advantage | Director President of the Managing Member of the Company | Mar 5, 2026 | D | $8,000,000 similar: $155,000–$5,250,000 | $8,000,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 20, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $133,747,894 | 131 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 20, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,556,687,432 | 86186 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AA JUUL, LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Nov 13, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AA Kraken, LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Oct 9, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $53,595,000 | 205 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AA Kraken, LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Oct 6, 2025 | D | Indefinite | $53,595,000 | 205 | No minimum reported |
| EDGAR ↗ | AA Millennium USA Access Fund LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Oct 6, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $202,880,000 | 172 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AA Oaktree Power7 Access Fund LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Sep 19, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $50,300,000 | 100 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | EMOV, LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Aug 15, 2025 | D | $37,600,000 similar: $155,000–$5,250,000 | $37,600,000 | 35 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AA 26N Private Equity Partners Access Fund LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Mar 18, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Market Opportunity - Vista Fund VI, LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Feb 25, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 20, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $125,887,894 | 128 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 20, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,495,226,064 | 86032 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AA Millennium USA Access Fund LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Oct 4, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AA Oaktree Power7 Access Fund LLC group: Advantage | Executive Officer President of the Managing Member of the Company | Sep 19, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 20, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $122,774,894 | 126 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 20, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,466,626,970 | 85931 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 17, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,451,615,683 | 85894 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 17, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $122,774,894 | 126 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Market Opportunity - Vista Fund V, LLC group: Advantage | Executive Officer Executive Officer of the Managing Member of the Issuer | Jan 20, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 18, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $122,774,894 | 126 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 18, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,235,042,282 | 85774 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Market Opportunity - Vista Fund IV, LLC group: Advantage | Executive Officer Executive Officer of the Managing Member of the Issuer | Feb 1, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 19, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,010,925,842 | 85058 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 19, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $116,074,894 | 124 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Market Opportunity - Vista Fund I, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 13, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $51,333,562 | 286 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund II, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 11, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $42,608,362 | 123 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund I, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 11, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $204,555,114 | 468 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Market Opportunity - Vista Fund III, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Feb 19, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $13,650,000 | 92 similar: 4–27 | $150,000 similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 19, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $107,549,384 | 119 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 19, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,386,269,733 | 83022 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund II, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 10, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $41,475,169 | 122 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund I, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 10, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $198,187,446 | 464 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 19, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $104,069,384 | 118 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 19, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,233,419,639 | 82562 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Market Opportunity - Vista Fund I, LLC group: Advantage | Executive Officer Chief Operating Officer and President of the Managing Member | Jan 22, 2019 | D/A | $11,233,676 similar: $155,000–$5,250,000 | $11,233,676 | 65 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund II, LLC group: Advantage | Executive Officer Chief Operating Officer and President of the Managing Member | Jan 11, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $40,475,169 | 120 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund I, LLC group: Advantage | Executive Officer Chief Operating Officer and President of the Managing Member | Jan 11, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $189,531,846 | 449 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Market Opportunity - Vista Fund II, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Sep 17, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $32,975,000 | 168 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 16, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $959,918 | 118 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 16, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,999,729,098 | 7884 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | OPPENHEIMER CAPITAL STRUCTURE OPPORTUNITIES FUND LP group: Advantage | Executive Officer Executive Officer of the General Partner | Feb 9, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $72,810,903 | 171 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Birch Grove Access Fund, LLC group: Advantage | Executive Officer Executive Officer of the Managing Member | Feb 9, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,306,106 | 72 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund II, LLC group: Advantage | Executive Officer Chief Operating Officer and President of the Managing Member | Jan 11, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $39,891,734 | 118 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund I, LLC group: Advantage | Executive Officer Chief Operating Officer and President of the Managing Member | Jan 11, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $184,520,105 | 425 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Market Opportunity - Vista Fund I, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Oct 13, 2017 | D/A | $15,325,000 similar: $155,000–$5,250,000 | $15,325,000 | 64 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Private Market Opportunity - Vista Fund I, LLC group: Advantage | Executive Officer President of Managing Member | Aug 14, 2017 | D | $14,500,000 similar: $155,000–$5,250,000 | $13,500,000 | 53 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Mar 13, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,866,522,212 | 7507 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $103,623,050 | 118 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,859,890,948 | 7488 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Birch Grove Access Fund, LLC group: Advantage | Executive Officer Executive Officer of the Managing Member | Feb 10, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,306,106 | 72 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OPPENHEIMER CAPITAL STRUCTURE OPPORTUNITIES FUND LP group: Advantage | Executive Officer Executive Officer of the General Partner | Feb 10, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $70,667,395 | 171 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund II, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 13, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $38,222,507 | 114 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund I, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 13, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $151,588,336 | 335 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 16, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $103,623,050 | 93 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 16, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,836,869,114 | 7613 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | OPPENHEIMER CAPITAL STRUCTURE OPPORTUNITIES FUND LP group: Advantage | Executive Officer Executive Officer of General Partner | Feb 10, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $67,577,395 | 132 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Birch Grove Access Fund, LLC group: Advantage | Executive Officer Executive Officer of the Managing Member | Feb 10, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,647,562 | 33 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund II, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 15, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $26,926,674 | 80 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund I, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 15, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $94,288,970 | 194 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 13, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $102,883,050 | 88 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer | Feb 13, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,780,779,640 | 7316 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Birch Grove Access Fund, LLC group: Advantage | Executive Officer Executive Officer of the Managing Member | Feb 10, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,310,354 | 15 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | OPPENHEIMER CAPITAL STRUCTURE OPPORTUNITIES FUND LP group: Advantage | Executive Officer Executive Officer of General Partner | Feb 10, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $67,115,527 | 131 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund I, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 15, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,570,587 | 90 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund II, LLC group: Advantage | Executive Officer Chief Operating Officer and President of Managing Member | Jan 15, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $11,283,701 | 40 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Birch Grove Access Fund, LLC group: Advantage | Director Managing Director and Chief Administrative Officer of Managing Member | Jul 7, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund II, LLC group: Advantage | Director Managing Director and Chief Administrative Officer of the Managing Member | Mar 12, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Director Member of the Board of Managers | Feb 13, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,691,731,706 | 8811 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS GLOBAL GROWTH, L.L.C. group: Advantage | Executive Officer | Feb 13, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $97,304,601 | 139 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | OPPENHEIMER CAPITAL STRUCTURE OPPORTUNITIES FUND LP group: Advantage | Executive Officer Executive Officer of General Partner, Oppenheimer Alternative Investment Management LLC | Feb 11, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $44,080,945 | 73 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Tax Exempt High Income Fund I, LLC group: Advantage | Director Managing Director and Chief Administrative Officer of the Managing Member | Jan 15, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Global Chartist Fund, LLC group: Advantage | Director Member of the Board of Managers | Feb 27, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $48,347,610 | 308 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Director Member of the Board of Managers | Feb 13, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,560,357,389 | 7781 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Whistler Fund, L.L.C. group: Advantage | Director Member of the Board of Managers | Feb 13, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $410,539,449 | 1716 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | OPPENHEIMER CAPITAL STRUCTURE OPPORTUNITIES FUND LP group: Advantage | Executive Officer Executive Officer of Oppenheimer Alternative Investment Mangement LLC, General Partner | Feb 12, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $30,348,185 | 58 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Oppenheimer Drilling Partners, L.P. group: Advantage | Executive Officer Senior Managing Director of OAM. | Dec 18, 2012 | D/A | $200,000,000 similar: $155,000–$5,250,000 | $37,793,530 | 58 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Global Chartist Fund, LLC group: Advantage | Director Member of the Board of Managers | Feb 27, 2012 | D | Indefinite similar: $155,000–$5,250,000 | $28,810,642 | 165 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | OPPENHEIMER CAPITAL STRUCTURE OPPORTUNITIES FUND LP group: Advantage | Executive Officer Executive Officer of Oppenheimer Alternative Investment Mangement LLC, General Partner | Feb 23, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $30,348,185 | 58 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Director Member of the Board of Managers | Feb 13, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,388,579,102 | 6677 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Whistler Fund, L.L.C. group: Advantage | Director Member of the Board of Managers | Feb 13, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $409,048,842 | 1706 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Oppenheimer Drilling Partners, L.P. group: Advantage | Executive Officer Senior Managing Director of OAM. | Dec 22, 2011 | D | $200,000,000 similar: $155,000–$5,250,000 | $37,793,530 | 58 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Whistler Fund, L.L.C. group: Advantage | Director Member of the Board of Managers | Feb 11, 2011 | D | Indefinite similar: $155,000–$5,250,000 | $405,013,119 | 1674 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Director Member of the Board of Managers | Feb 11, 2011 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,200,685,858 | 5292 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Whistler Fund, L.L.C. group: Advantage | Executive Officer Member of the Board of Managers | Feb 25, 2010 | D | Indefinite similar: $155,000–$5,250,000 | $156,341,386 | 659 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Advantage Advisers Xanthus Fund, L.L.C. group: Advantage | Executive Officer Member of the Board of Managers | Feb 24, 2010 | D | Indefinite similar: $155,000–$5,250,000 | $530,223,439 | 2685 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ADVANTAGE ADVISERS AUGUSTA FUND, L.L.C. group: Advantage | Executive Officer Member of the Board of Managers | Feb 24, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $41,688,109 | 229 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as Bryan Edward McKigney. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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