PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:34 AM ET

Sponsor Check › Person

CE
No photo found (searched own website, image search on Oct 24, 2026)

Chad Eisenberg

Named as an officer, director or promoter on SEC Form D filings · WI, IL · Nov 30, 2017 → Oct 22, 2026

41deals (issuers)
$7.26Breported sold
21,784investors
151Form D filings
2017–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Chad Eisenberg is listed as an executive officer on 151 SEC Form D filings by 41 issuers between Nov 2017 and Oct 2026. Largest by amount reported sold: FT Private Investment Platform I LLC (Chicago, IL — pooled investment fund — 2018–2025; $2.05B reported sold to 5,448 investors), FT Ventures Platform I LLC (Chicago, IL — pooled investment fund — 2025–2026; $903.6M reported sold to 3,884 investors), FT Alternative Platform I LLC (Chicago, IL — pooled investment fund — 2018–2025; $651M reported sold to 1,182 investors), Aaron Wealth Private Access Fund LLC (Chicago, IL — pooled investment fund — 2024–2026; $431M reported sold to 61 investors), FT Real Estate Platform I LLC (Chicago, IL — pooled investment fund — 2020–2025; $354.7M reported sold to 719 investors) and 36 more (all listed below).

What this means That is a lot of deals — 41 separate companies raised money with this person listed as executive officer, over about 9 years. Across those companies the filings report $7.26B sold in total.

Listed alongside Michael Peck (103 shared filings), Ann Maurer (41 shared filings), David G Lee (41 shared filings), Gary E Shugrue (41 shared filings), Robert Seyferth (41 shared filings) and 23 others.

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

The issuers belong to 2 sponsor groups: Ft Vest (43 issuers, $7.29B reported sold, 2011–2026) and Cire (34 issuers, $274.9M reported sold, 2010–2026).

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) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 151 public filings for Chad Eisenberg and found 11 differences, 3 worth asking the sponsor about: Amount sold went down between filings; 4 offerings reported fewer investors on a later filing; 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 Chad Eisenberg has not run yet — it is joining a line of 36,051 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 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, 2:16 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 Chad Eisenberg..

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

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

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, 2:16 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.

4. Differences between public sources

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

11 differences found between the filings for Chad Eisenberg — 3 worth asking about (compared the newest 50 of 151 filings on Oct 24, 2026; older filings not covered)

Worth asking · Feb 4, 2025 – Feb 4, 2026

Amount sold went down between filings — FT Vest Hedged Equity Income Fund: Series A4

The Feb 4, 2025 filing says $38,034,750 sold; the Feb 4, 2026 Form D/A says $36,108,850 sold — $1,925,900 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 (earlier) · Feb 4, 2025 ↗Form D/A (later) · Feb 4, 2026 ↗FT Vest Hedged Equity Income Fund: Series A4 — PartnerFacts page ↗
Sources
Worth asking · Feb 4, 2025 – Oct 16, 2026

4 offerings reported fewer investors on a later filing

Investor count went down between filings — FT Vest Total Return Income Fund: Series A3 · Investor count went down between filings — FT Vest Hedged Equity Income Fund: Series A2 · Investor count went down between filings — FT Vest Hedged Equity Income Fund: Series B1 · Investor count went down between filings — FT Vest Hedged Equity Income Fund: Series A4

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · Oct 16, 2025 ↗Form D/A (later) · Oct 16, 2026 ↗FT Vest Total Return Income Fund: Series A3 — PartnerFacts page ↗Form D/A (earlier) · Aug 7, 2025 ↗
Sources
Note · Oct 16, 2025 – Aug 6, 2026

14 paid sellers are also listed insiders

P First Trust Portfolios L.P. is both a listed promoter and a paid seller — FT Vest Hedged Equity Income Fund: Series A2 · P First Trust Portfolios L.P. is both a listed promoter and a paid seller — FT Vest Hedged Equity Income Fund: Series B2 · P First Trust Portfolios L.P. is both a listed promoter and a paid seller — FT Vest Total Return Income Fund: Series B2 · P First Trust Portfolios L.P. is both a listed promoter and a paid seller — FT Vest Total Return Income Fund: Series A1 · P First Trust Portfolios L.P. is both a listed promoter and a paid seller — FT Vest Hedged Equity Income Fund: Series B1 · and 9 more

What this means The same person is listed as running the company and as being paid to sell its securities. Ask how much and on what terms.

Form D/A · Aug 6, 2026 ↗P First Trust Portfolios L.P. — PartnerFacts page ↗FT Vest Hedged Equity Income Fund: Series A2 — PartnerFacts page ↗Form D/A · Jul 31, 2026 ↗
Sources
Worth asking · Jul 1, 2024 – Jul 11, 2025

Form D filed 375 days after the first sale — First Trust Enhanced Private Credit Fund

The filing says the first sale was Jul 1, 2024. The Form D was filed Jul 11, 2025 — 375 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 360 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Jul 11, 2025 ↗First Trust Enhanced Private Credit Fund — PartnerFacts page ↗
Sources
Note · Oct 1, 2025 – Oct 23, 2025

Form D filed 22 days after the first sale — FT Ventures Platform I LLC

The filing says the first sale was Oct 1, 2025. The Form D was filed Oct 23, 2025 — 22 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 7 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Oct 23, 2025 ↗FT Ventures Platform I LLC — PartnerFacts page ↗
Sources
Note · Jun 1, 2025 – Jul 10, 2025

Form D filed 39 days after the first sale — Rehmann Master Fund LLC

The filing says the first sale was Jun 1, 2025. The Form D was filed Jul 10, 2025 — 39 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 24 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jul 10, 2025 ↗Rehmann Master Fund LLC — PartnerFacts page ↗
Sources
Note · Oct 1, 2020 – Aug 11, 2025

4 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — FT Vest Total Return Income Fund: Series A2 (latest filing Aug 11, 2025) · No amendment in the last 12 months on an offering that may still be open — First Trust Enhanced Private Credit Fund (latest filing Jul 11, 2025) · No amendment in the last 12 months on an offering that may still be open — Destiny Alternative Fund (TEI) LLC (latest filing Apr 9, 2025) · No amendment in the last 12 months on an offering that may still be open — Destiny Alternative Fund LLC (latest filing Apr 9, 2025)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Aug 11, 2025 ↗FT Vest Total Return Income Fund: Series A2 — PartnerFacts page ↗Form D · Jul 11, 2025 ↗First Trust Enhanced Private Credit Fund — PartnerFacts page ↗
Sources
Note · Jan 24, 2018 – Jul 14, 2022

Chad Eisenberg is written 2 different ways on the filings

listed as "Chad Eisenberg" on 78 filings (from Jan 24, 2018), and "Chad S Eisenberg" on 40 filings (from Jul 14, 2022).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jan 24, 2018 ↗Form D · Jul 14, 2022 ↗Chad Eisenberg — PartnerFacts page ↗
Sources
Note · Aug 8, 2024 – Oct 16, 2026

5 issuers changed their reported size band between filings

Reported net asset value range changed between filings — FT Vest Total Return Income Fund: Series A3 · Reported net asset value range changed between filings — FT Vest Hedged Equity Income Fund: Series A3 · Reported net asset value range changed between filings — FT Vest Hedged Equity Income Fund: Series A2 · Reported net asset value range changed between filings — FT Vest Total Return Income Fund: Series A4 · Reported net asset value range changed between filings — FT Vest Total Return Income Fund: Series A2

What this means The size band is self-reported. Ask for current numbers.

Form D · Oct 18, 2024 ↗Form D/A · Oct 16, 2025 ↗Form D/A · Oct 16, 2026 ↗FT Vest Total Return Income Fund: Series A3 — PartnerFacts page ↗
Sources
Note · May 13, 2014 – Aug 8, 2023

5 address changes between filings

Address moved from Fort Wayne, IN to Chicago, IL — Highland Capital Management Institutional Fund II, LLC · Address moved from Chicago, IL to Milwaukee, WI — Destiny Alternative Fund LLC · Address moved from Chicago, IL to Fort Wayne, IN — Highland Capital Management Institutional Fund II, LLC · Address moved from Fort Wayne, IN to Chicago, IL — Highland Capital Management Institutional Fund II, LLC · Address moved from Northfield, IL to Chicago, IL — FT Alternative Platform I LLC

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

Form D/A · Aug 9, 2022 ↗Form D/A · Aug 8, 2023 ↗Highland Capital Management Institutional Fund II, LLC — PartnerFacts page ↗Form D/A · Nov 29, 2021 ↗
Sources
Note · Jan 24, 2018 – Oct 22, 2026

Chad Eisenberg is listed with 2 different address states: IL, WI

IL on 78 filings (Jan 24, 2018 to Oct 22, 2026); WI on 40 filings (Jul 14, 2022 to Oct 16, 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 · Jan 24, 2018 ↗Form D · Jul 14, 2022 ↗
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 151 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

27 of 42 offerings report sales commissions totalling $9,806,409; 1 reports finder's fees totalling $12,000; 1 reports proceeds to related persons totalling $45,937. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 22, 2026 D/A
FT Ventures Platform I LLC
File 021-561894
$2,323,258 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Oct 16, 2026 D/A
FT Vest Hedged Equity Income Fund: Series A3
File 021-527237
$96,414 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Oct 16, 2026 D/A
FT Vest Total Return Income Fund: Series A3
File 021-527238
$162,823 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Oct 9, 2026 D
Prime Financial Master Fund LLC
File 021-600779
$50,000 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Aug 27, 2026 D
FT Bolton Private Markets Fund LLC
File 021-595603
$144,000 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Aug 13, 2026 D/A
Aaron Wealth Private Access Fund LLC
File 021-521510
$369,868 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Aug 7, 2026 D/A
Highland Capital Management Institutional Fund II, LLC
File 021-258166
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2026 D/A
FT Vest Hedged Equity Income Fund: Series A2
File 021-520926
$515,249 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jul 31, 2026 D/A
FT Vest Total Return Income Fund: Series B2
File 021-553481
$407,577 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jul 31, 2026 D/A
FT Vest Hedged Equity Income Fund: Series B2
File 021-553483
$72,426 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jul 10, 2026 D/A
Rehmann Master Fund LLC
File 021-551222
$5,700 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
May 7, 2026 D
FT Vest Total Return Income Fund: Series A1
File 021-583197
$209,572 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
May 5, 2026 D/A
FT Vest Hedged Equity Income Fund: Series B1
File 021-545267
$128,019$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
May 5, 2026 D/A
FT Vest Total Return Income Fund: Series B1
File 021-545269
$370,177$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Mar 13, 2026 D
FT Select I LLC
File 021-576450
$0$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Feb 20, 2026 D/A
Destiny Target Outcome Fund 2024-1 LLC
File 021-505830
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2026 D/A
FT Vest Hedged Equity Enhanced Income Fund LLC
File 021-505494
$287,198 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Feb 4, 2026 D/A
FT Vest Hedged Equity Income Fund: Series A4
File 021-537254
$126,843$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Feb 4, 2026 D/A
FT Vest Total Return Income Fund: Series A4
File 021-537256
$306,286 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jan 28, 2026 D
FT Vest Total Return Income Fund: Series B4
File 021-571490
$498,002 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jan 16, 2026 D/A
CP Special Assets Fund LLC
File 021-502525
$295,000 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jan 14, 2026 D
Destiny Alternative Fund
File 021-569998
$0$0$0
The Fund pays each Independent Manager a retainer of $10,000 per fiscal year.
None listed on this filingEDGAR ↗
Nov 26, 2025 D/A
FT Vest Rising Dividend Achievers Total Return Fund
File 021-530652
$177,000 (est.)$0$0
The fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Nov 20, 2025 D/A
FT OFFSHORE I LP
File 021-303943
$22,812 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Nov 20, 2025 D/A
FT Alternative Platform I LLC
File 021-196419
$145,342 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Nov 20, 2025 D/A
FT Private Investment Platform I LLC
File 021-323268
$2,192,811 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Nov 20, 2025 D/A
FT Real Estate Platform I LLC
File 021-357729
$211,350 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Nov 20, 2025 D/A
Destiny Alternative Fund II LLC
File 021-395635
$0$0$0None listed on this filingEDGAR ↗
Nov 7, 2025 D/A
Park Shore Multi Asset Strategy Fund LLC
File 021-496571
$28,000 (est.)$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Oct 31, 2025 D
FT Vest Hedged Equity Income Fund: Series B3
File 021-562689
$59,208 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Oct 31, 2025 D
FT Vest Total Return Income Fund: Series B3
File 021-562692
$476,474 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Aug 11, 2025 D/A
FT Vest Total Return Income Fund: Series A2
File 021-521172
$125,000 (est.)$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
None listed on this filingEDGAR ↗
Jul 11, 2025 D
First Trust Enhanced Private Credit Fund
File 021-551445
$0$0$45,937
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
None listed on this filingEDGAR ↗
Apr 9, 2025 D/A
Destiny Alternative Fund LLC
File 021-377877
$0$0$0
The Fund pays each Independent Manager a retainer of $10,000 per fiscal year.
None listed on this filingEDGAR ↗
Apr 9, 2025 D/A
Destiny Alternative Fund (TEI) LLC
File 021-452280
$0$0$0None listed on this filingEDGAR ↗
Nov 22, 2024 D/A
VCM Core Opportunities Fund LLC
File 021-222533
$0$0$0First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗EDGAR ↗
Jul 12, 2024 D
First Trust Enhanced Private Credit Fund
File 021-518645
$0$0$0
The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year.
None listed on this filingEDGAR ↗
Feb 2, 2024 D/A
Cornerstone Diversified Portfolio, LP
File 021-161373
$0$0$0None listed on this filingEDGAR ↗
Nov 29, 2023 D/A
HIGHLAND CAPITAL MANAGEMENT, L.P.
File 021-274438
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2022 D/A
CIRE Real Estate Investment Trust, LLC
File 021-347195
$0$12,000$0A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via Gary Alan Cutson (CRD 6119195 ↗)
EDGAR ↗
Jul 19, 2022 D/A
CIRE OpCo I, LLC
File 021-347194
$0$0$0None listed on this filingEDGAR ↗
Jul 10, 2020 D/A
VCM Offshore Fund II LP
File 021-299762
$0$0$0None 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 41

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

FV
Pooled Investment Fund · group: Ft Vest

FT Ventures Platform I LLC

Chicago, IL · Oct 23, 2025 → Oct 22, 2026 · 2 filings
  • Oct 22, 2026 · D/A · $903,561,408 sold of Indefinite · 3,884 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Oct 23, 2025 · D · $17,672,498 sold of Indefinite · 176 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗

Raised $903.6M from 3,884 investors as of the latest filing. Chad is listed as executive officer 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series A3

Milwaukee, WI · Oct 18, 2024 → Oct 16, 2026 · 3 filings
  • Oct 16, 2026 · D/A · $14,360,000 sold of Indefinite · 115 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Oct 16, 2025 · D/A · $14,360,000 sold of Indefinite · 115 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Oct 18, 2024 · D · $14,360,000 sold of Indefinite · 113 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $14.4M from 115 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series A3

Milwaukee, WI · Oct 18, 2024 → Oct 16, 2026 · 3 filings
  • Oct 16, 2026 · D/A · $23,386,962 sold of Indefinite · 165 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Oct 16, 2025 · D/A · $23,386,962 sold of Indefinite · 166 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Oct 18, 2024 · D · $23,386,962 sold of Indefinite · 165 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $23.4M from 166 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

PF
Pooled Investment Fund · group: Ft Vest

Prime Financial Master Fund LLC

Chicago, IL · Oct 9, 2026
  • Oct 9, 2026 · D · $650,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗

Raised $650K from 3 investors as of the latest filing. Chad is listed as executive officer.

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.

FB
Pooled Investment Fund · group: Ft Vest

FT Bolton Private Markets Fund LLC

Chicago, IL · Aug 27, 2026
  • Aug 27, 2026 · D · $72,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗

Raised $72M from 1 investor as of the latest filing. Chad is listed as executive officer.

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.

AW
Pooled Investment Fund · group: Ft Vest

Aaron Wealth Private Access Fund LLC

Chicago, IL · Aug 14, 2024 → Aug 13, 2026 · 3 filings
  • Aug 13, 2026 · D/A · $430,985,000 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Aug 14, 2025 · D/A · $207,745,000 sold of Indefinite · 54 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Aug 14, 2024 · D · $123,265,000 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗

Raised $431M from 61 investors as of the latest filing. Chad is listed as executive officer 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.

HC
Pooled Investment Fund

Highland Capital Management Institutional Fund II, LLC

Fort Wayne, IN · Mar 1, 2018 → Aug 7, 2026 · 10 filings
  • Aug 7, 2026 · D/A · $37,127,722 sold of Indefinite · 22 investors · min. $250,000 · role: Executive Officer (Chief Operating Officer of the Issuer's Manager) EDGAR ↗
  • Aug 8, 2025 · D/A · $37,127,722 sold of Indefinite · 22 investors · min. $250,000 · role: Executive Officer (Chief Operating Officer of the Issuer's Manager) EDGAR ↗
  • Aug 8, 2024 · D/A · $37,127,722 sold of Indefinite · 22 investors · min. $250,000 · role: Executive Officer (Chief Operating Officer of the Issuer's Manager) EDGAR ↗
  • Aug 8, 2023 · D/A · $33,636,184 sold of Indefinite · 11 investors · min. $250,000 · role: Executive Officer (Chief Operating Officer of the Issuer's Manager) EDGAR ↗
  • Aug 9, 2022 · D/A · $30,509,969 sold of Indefinite · 10 investors · min. $250,000 · role: Executive Officer (Chief Operating Officer of the Issuer's Manager) EDGAR ↗
  • Aug 9, 2021 · D/A · $30,509,969 sold of Indefinite · 10 investors · min. $250,000 · role: Executive Officer (Chief Operating Officer of the Issuer's Manager) EDGAR ↗
  • Aug 10, 2020 · D/A · $29,684,969 sold of Indefinite · 10 investors · min. $250,000 · role: Executive Officer (Chief Operating Officer of the Issuer's Manager) EDGAR ↗
  • Feb 26, 2020 · D/A · $29,684,969 sold of Indefinite · 10 investors · min. $250,000 · role: Executive Officer (Chief Operating Officer of the Issuer's Manager) EDGAR ↗
  • Mar 1, 2019 · D/A · $28,742,832 sold of Indefinite · 10 investors · min. $250,000 · role: Executive Officer (Chief Operating Officer of the Issuer's Manager) EDGAR ↗
  • Mar 1, 2018 · D/A · $28,742,832 sold of Indefinite · 10 investors · min. $500,000 · role: Executive Officer (Chief Operating Officer of the Issuer's Manager) EDGAR ↗

Raised $37.1M from 22 investors as of the latest filing. Chad is listed as executive officer 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series A2

Milwaukee, WI · Aug 8, 2024 → Aug 6, 2026 · 3 filings
  • Aug 6, 2026 · D/A · $72,284,045 sold of Indefinite · 465 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Aug 7, 2025 · D/A · $72,284,045 sold of Indefinite · 492 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Aug 8, 2024 · D · $72,284,045 sold of Indefinite · 489 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $72.3M from 492 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series B2

Milwaukee, WI · Aug 1, 2025 → Jul 31, 2026 · 2 filings
  • Jul 31, 2026 · D/A · $142,604,195 sold of Indefinite · 814 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Aug 1, 2025 · D · $142,604,195 sold of Indefinite · 731 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $142.6M from 814 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series B2

Milwaukee, WI · Aug 1, 2025 → Jul 31, 2026 · 2 filings
  • Jul 31, 2026 · D/A · $20,638,000 sold of Indefinite · 179 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Aug 1, 2025 · D · $20,638,000 sold of Indefinite · 168 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $20.6M from 179 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

RM
Pooled Investment Fund · group: Ft Vest

Rehmann Master Fund LLC

Chicago, IL · Jul 10, 2025 → Jul 10, 2026 · 2 filings
  • Jul 10, 2026 · D/A · $10,878,978 sold of Indefinite · 75 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Jul 10, 2025 · D · $1,200,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗

Raised $10.9M from 75 investors as of the latest filing. Chad is listed as executive officer 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series A1

Milwaukee, WI · May 7, 2026
  • May 7, 2026 · D · $75,900,792 sold of Indefinite · 584 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $75.9M from 584 investors as of the latest filing. Chad is listed as executive officer.

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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series B1

Milwaukee, WI · May 6, 2025 → May 5, 2026 · 2 filings
  • May 5, 2026 · D/A · $114,840,500 sold of Indefinite · 751 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • May 6, 2025 · D · $114,840,500 sold of Indefinite · 630 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $114.8M from 751 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series B1

Milwaukee, WI · May 5, 2025 → May 5, 2026 · 2 filings
  • May 5, 2026 · D/A · $39,228,000 sold of Indefinite · 210 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • May 5, 2025 · D · $39,228,000 sold of Indefinite · 214 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $39.2M from 214 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FS
Pooled Investment Fund · group: Ft Vest

FT Select I LLC

Chicago, IL · Mar 13, 2026
  • Mar 13, 2026 · D · $75,324,712 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗

Raised $75.3M from 101 investors as of the latest filing. Chad is listed as executive officer.

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.

DT
Pooled Investment Fund · group: Ft Vest

Destiny Target Outcome Fund 2024-1 LLC

Chicago, IL · Feb 22, 2024 → Feb 20, 2026 · 3 filings
  • Feb 20, 2026 · D/A · $22,320,000 sold of Indefinite · 80 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Feb 21, 2025 · D/A · $22,320,000 sold of Indefinite · 80 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Feb 22, 2024 · D · $22,320,000 sold of Indefinite · 80 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Capital Management L.P., the issuer's Manager) EDGAR ↗

Raised $22.3M from 80 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Enhanced Income Fund LLC

Chicago, IL · Feb 16, 2024 → Feb 13, 2026 · 3 filings
  • Feb 13, 2026 · D/A · $51,362,000 sold of Indefinite · 91 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer at First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Feb 13, 2025 · D/A · $51,362,000 sold of Indefinite · 91 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer at First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Feb 16, 2024 · D · $26,862,000 sold of Indefinite · 76 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer at First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗

Raised $51.4M from 91 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series A4

Milwaukee, WI · Feb 4, 2025 → Feb 4, 2026 · 2 filings
  • Feb 4, 2026 · D/A · $36,108,850 sold of Indefinite · 328 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Feb 4, 2025 · D · $38,034,750 sold of Indefinite · 330 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $38M from 330 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series A4

Milwaukee, WI · Feb 4, 2025 → Feb 4, 2026 · 2 filings
  • Feb 4, 2026 · D/A · $97,497,850 sold of Indefinite · 614 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Feb 4, 2025 · D · $88,168,750 sold of Indefinite · 581 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $97.5M from 614 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series B4

Milwaukee, WI · Jan 28, 2026
  • Jan 28, 2026 · D · $124,500,590 sold of Indefinite · 846 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $124.5M from 846 investors as of the latest filing. Chad is listed as executive officer.

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(c) (8,096 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.

CS
Pooled Investment Fund · group: Ft Vest

CP Special Assets Fund LLC

Chicago, IL · Jan 16, 2024 → Jan 16, 2026 · 3 filings
  • Jan 16, 2026 · D/A · $139,592,213 sold of Indefinite · 361 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Jan 16, 2025 · D/A · $100,305,334 sold of Indefinite · 316 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Jan 16, 2024 · D · $2,303,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗

Raised $139.6M from 361 investors as of the latest filing. Chad is listed as executive officer 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.

DA
Pooled Investment Fund · group: Ft Vest

Destiny Alternative Fund

Milwaukee, WI · Jan 14, 2026
  • Jan 14, 2026 · D · $67,386,506 sold of Indefinite · 132 investors · min. $100,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $67.4M from 132 investors as of the latest filing. Chad is listed as executive officer.

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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Rising Dividend Achievers Total Return Fund

Milwaukee, WI · Nov 27, 2024 → Nov 26, 2025 · 2 filings
  • Nov 26, 2025 · D/A · $49,124,031 sold of Indefinite · 313 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Nov 27, 2024 · D · $31,511,375 sold of Indefinite · 214 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $49.1M from 313 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FA
Pooled Investment Fund · group: Ft Vest

FT Alternative Platform I LLC

Chicago, IL · Jul 11, 2018 → Nov 20, 2025 · 9 filings
  • Nov 20, 2025 · D/A · $651,036,159 sold of Indefinite · 1,182 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager.) EDGAR ↗
  • Nov 22, 2024 · D/A · $617,913,522 sold of Indefinite · 1,095 investors · min. No minimum reported · role: Executive Officer (Officer of the manager of First Trust Capital Management L.P., the issuer's manager.) EDGAR ↗
  • Nov 29, 2023 · D/A · $589,614,507 sold of Indefinite · 1,028 investors · min. No minimum reported · role: Executive Officer (Officer of the manager of First Trust Capital Management L.P., the issuer's manager.) EDGAR ↗
  • Nov 29, 2022 · D/A · $533,931,899 sold of Indefinite · 924 investors · min. No minimum reported · role: Executive Officer (Officer of the manager of First Trust Capital Management L.P., the issuer's manager.) EDGAR ↗
  • Nov 29, 2021 · D/A · $459,775,234 sold of Indefinite · 808 investors · min. No minimum reported · role: Executive Officer (Officer of the manager of First Trust Capital Management L.P., the issuer's manager.) EDGAR ↗
  • Jul 7, 2021 · D/A · $444,769,606 sold of Indefinite · 703 investors · min. No minimum reported · role: Executive Officer (Officer of the manager of Vivaldi Capital Management, LLC, the issuer's manager.) EDGAR ↗
  • Jul 10, 2020 · D/A · $353,809,653 sold of Indefinite · 564 investors · min. No minimum reported · role: Executive Officer (Officer of the manager of Vivaldi Capital Management, LLC, the issuer's manager.) EDGAR ↗
  • Jul 10, 2019 · D/A · $282,549,187 sold of Indefinite · 435 investors · min. No minimum reported · role: Executive Officer (Officer of the manager of Vivaldi Capital Management, LLC, the issuer's manager.) EDGAR ↗
  • Jul 11, 2018 · D/A · $229,399,671 sold of Indefinite · 345 investors · min. No minimum reported · role: Executive Officer (Officer of the manager of Vivaldi Capital Management, LLC, the issuer's manager.) EDGAR ↗

Raised $651M from 1,182 investors as of the latest filing. Chad is listed as executive officer 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.

FO
Pooled Investment Fund · group: Ft Vest

FT OFFSHORE I LP

Chicago, IL · Jan 24, 2018 → Nov 20, 2025 · 11 filings
  • Nov 20, 2025 · D/A · $215,987,751 sold of Indefinite · 440 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Nov 22, 2024 · D/A · $187,537,241 sold of Indefinite · 377 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Nov 29, 2023 · D/A · $159,302,370 sold of Indefinite · 311 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Nov 30, 2022 · D/A · $118,341,611 sold of Indefinite · 228 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Nov 30, 2021 · D/A · $77,730,478 sold of Indefinite · 161 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Nov 29, 2021 · D/A · $77,730,478 sold of Indefinite · 161 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Jul 7, 2021 · D/A · $56,580,173 sold of Indefinite · 119 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Jul 10, 2020 · D/A · $39,222,013 sold of Indefinite · 84 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Jul 11, 2019 · D/A · $17,528,276 sold of Indefinite · 53 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Feb 13, 2019 · D/A · $15,649,484 sold of Indefinite · 46 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Jan 24, 2018 · D · $636,289 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗

Raised $216M from 440 investors as of the latest filing. Chad is listed as executive officer on 11 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.

DA
Pooled Investment Fund · group: Ft Vest

Destiny Alternative Fund II LLC

Chicago, IL · Apr 13, 2021 → Nov 20, 2025 · 6 filings
  • Nov 20, 2025 · D/A · $141,349,792 sold of Indefinite · 256 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 22, 2024 · D/A · $96,610,156 sold of Indefinite · 164 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 29, 2023 · D/A · $64,143,683 sold of Indefinite · 109 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 29, 2022 · D/A · $55,357,871 sold of Indefinite · 73 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 29, 2021 · D/A · $30,846,572 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Apr 13, 2021 · D · $9,906,297 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Vivaldi Capital Management, LLC, the issuer's manager) EDGAR ↗

Raised $141.3M from 256 investors as of the latest filing. Chad is listed as executive officer 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.

FP
Pooled Investment Fund · group: Ft Vest

FT Private Investment Platform I LLC

Chicago, IL · Oct 11, 2018 → Nov 20, 2025 · 9 filings
  • Nov 20, 2025 · D/A · $2,051,110,153 sold of Indefinite · 5,448 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 22, 2024 · D/A · $1,490,214,098 sold of Indefinite · 3,211 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 29, 2023 · D/A · $1,208,410,175 sold of Indefinite · 1,964 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 29, 2022 · D/A · $961,087,314 sold of Indefinite · 1,493 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 29, 2021 · D/A · $759,288,452 sold of Indefinite · 1,158 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Jul 7, 2021 · D/A · $598,956,449 sold of Indefinite · 926 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Vivaldi Capital Management, LLC, the issuer's manager) EDGAR ↗
  • Jul 15, 2020 · D/A · $328,980,000 sold of Indefinite · 526 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Vivaldi Capital Management, LLC, the issuer's manager) EDGAR ↗
  • Jul 16, 2019 · D/A · $201,963,500 sold of Indefinite · 391 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Vivaldi Capital Management, LLC, the issuer's manager) EDGAR ↗
  • Oct 11, 2018 · D · $87,259,000 sold of Indefinite · 136 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Vivaldi Capital Management, LLC, the issuer's manager) EDGAR ↗

Raised $2.05B from 5,448 investors as of the latest filing. Chad is listed as executive officer 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.

FR
Pooled Investment Fund · group: Ft Vest

FT Real Estate Platform I LLC

Chicago, IL · Jan 10, 2020 → Nov 20, 2025 · 8 filings
  • Nov 20, 2025 · D/A · $354,650,576 sold of Indefinite · 719 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 22, 2024 · D/A · $306,811,576 sold of Indefinite · 642 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 29, 2023 · D/A · $262,447,588 sold of Indefinite · 567 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 29, 2022 · D/A · $223,881,087 sold of Indefinite · 479 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Nov 29, 2021 · D/A · $145,580,817 sold of Indefinite · 338 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Jul 20, 2021 · D/A · $98,828,979 sold of Indefinite · 252 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Vivaldi Capital Management, LLC, the issuer's manager) EDGAR ↗
  • Jul 21, 2020 · D/A · $43,603,065 sold of Indefinite · 76 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Vivaldi Capital Management, LLC, the issuer's manager) EDGAR ↗
  • Jan 10, 2020 · D · $4,105,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Vivaldi Capital Management, LLC, the issuer's manager) EDGAR ↗

Raised $354.7M from 719 investors as of the latest filing. Chad is listed as executive officer 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.

PS
Pooled Investment Fund · group: Ft Vest

Park Shore Multi Asset Strategy Fund LLC

Chicago, IL · Nov 6, 2023 → Nov 7, 2025 · 3 filings
  • Nov 7, 2025 · D/A · $60,720,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Nov 7, 2024 · D/A · $59,480,000 sold of Indefinite · 54 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗
  • Nov 6, 2023 · D · $4,700,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's Manager) EDGAR ↗

Raised $60.7M from 56 investors as of the latest filing. Chad is listed as executive officer 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series B3

Milwaukee, WI · Oct 31, 2025
  • Oct 31, 2025 · D · $119,118,600 sold of Indefinite · 767 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $119.1M from 767 investors as of the latest filing. Chad is listed as executive officer.

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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Hedged Equity Income Fund: Series B3

Milwaukee, WI · Oct 31, 2025
  • Oct 31, 2025 · D · $14,802,000 sold of Indefinite · 99 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $14.8M from 99 investors as of the latest filing. Chad is listed as executive officer.

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(c) (8,096 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.

FV
Pooled Investment Fund · group: Ft Vest

FT Vest Total Return Income Fund: Series A2

Milwaukee, WI · Aug 12, 2024 → Aug 11, 2025 · 2 filings
  • Aug 11, 2025 · D/A · $34,256,565 sold of Indefinite · 120 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Aug 12, 2024 · D · $34,256,565 sold of Indefinite · 120 investors · min. $25,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $34.3M from 120 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

FT
Pooled Investment Fund · group: Ft Vest

First Trust Enhanced Private Credit Fund

Milwaukee, WI · Jul 12, 2024 → Jul 11, 2025 · 2 filings
  • Jul 11, 2025 · D · $69,132,450 sold of Indefinite · 384 investors · min. $50,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Jul 12, 2024 · D · $7,395,000 sold of Indefinite · 14 investors · min. $50,000 · role: Executive Officer (Treasurer) EDGAR ↗

Raised $69.1M from 384 investors as of the latest filing. Chad is listed as executive officer 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(c) (8,096 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.

DA
Pooled Investment Fund · group: Ft Vest

Destiny Alternative Fund (TEI) LLC

Milwaukee, WI · Jul 14, 2022 → Apr 9, 2025 · 5 filings
  • Apr 9, 2025 · D/A · $22,329,127 sold of Indefinite · 67 investors · min. $100,000 · role: Executive Officer (TREASURER) EDGAR ↗
  • Apr 10, 2024 · D/A · $20,884,127 sold of Indefinite · 62 investors · min. $100,000 · role: Executive Officer (TREASURER) EDGAR ↗
  • Jul 13, 2023 · D/A · $19,834,127 sold of Indefinite · 58 investors · min. $100,000 · role: Executive Officer (TREASURER) EDGAR ↗
  • Dec 7, 2022 · D/A · $18,640,453 sold of Indefinite · 55 investors · min. $100,000 · role: Executive Officer (TREASURER) EDGAR ↗
  • Jul 14, 2022 · D · $18,640,453 sold of Indefinite · 55 investors · min. $100,000 · role: Executive Officer (TREASURER) EDGAR ↗

Raised $22.3M from 67 investors as of the latest filing. Chad is listed as executive officer 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.

DA
Pooled Investment Fund · group: Ft Vest

Destiny Alternative Fund LLC

Milwaukee, WI · Oct 14, 2020 → Apr 9, 2025 · 7 filings
  • Apr 9, 2025 · D/A · $47,013,174 sold of Indefinite · 127 investors · min. $100,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Apr 10, 2024 · D/A · $45,318,174 sold of Indefinite · 122 investors · min. $100,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Jul 13, 2023 · D/A · $42,193,674 sold of Indefinite · 113 investors · min. $100,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Jul 14, 2022 · D/A · $40,450,000 sold of Indefinite · 108 investors · min. $100,000 · role: Executive Officer (Treasurer) EDGAR ↗
  • Nov 29, 2021 · D/A · $37,945,000 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of First Trust Capital Management L.P., the issuer's manager) EDGAR ↗
  • Oct 14, 2021 · D/A · $37,920,000 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Vivaldi Capital Management, LLC, the issuer's manager) EDGAR ↗
  • Oct 14, 2020 · D · $26,235,000 sold of Indefinite · 72 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Vivaldi Capital Management, LLC, the issuer's manager) EDGAR ↗

Raised $47M from 127 investors as of the latest filing. Chad 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.

VC
Pooled Investment Fund · group: Ft Vest

VCM Core Opportunities Fund LLC

Chicago, IL · Aug 8, 2018 → Nov 22, 2024 · 8 filings
  • Nov 22, 2024 · D/A · $264,554,483 sold of Indefinite · 444 investors · min. No minimum reported · role: Executive Officer (COO of First Trust Capital Management L.P., the Issuer's Manager) EDGAR ↗
  • Nov 29, 2023 · D/A · $264,554,483 sold of Indefinite · 444 investors · min. No minimum reported · role: Executive Officer (COO of First Trust Capital Management L.P., the Issuer's Manager) EDGAR ↗
  • Nov 29, 2022 · D/A · $264,554,483 sold of Indefinite · 444 investors · min. No minimum reported · role: Executive Officer (COO of First Trust Capital Management L.P., the Issuer's Manager) EDGAR ↗
  • Nov 29, 2021 · D/A · $264,554,483 sold of Indefinite · 444 investors · min. No minimum reported · role: Executive Officer (COO of First Trust Capital Management L.P., the Issuer's Manager) EDGAR ↗
  • Jul 7, 2021 · D/A · $264,554,483 sold of Indefinite · 444 investors · min. No minimum reported · role: Executive Officer (COO of Vivaldi Capital Management, LLC, the Issuer's Manager) EDGAR ↗
  • Jul 10, 2020 · D/A · $258,426,370 sold of Indefinite · 444 investors · min. No minimum reported · role: Executive Officer (COO of Vivaldi Capital Management, LLC, the Issuer's Manager) EDGAR ↗
  • Jul 10, 2019 · D/A · $257,600,145 sold of Indefinite · 402 investors · min. No minimum reported · role: Executive Officer (COO of Vivaldi Capital Management, LLC, the Issuer's Manager) EDGAR ↗
  • Aug 8, 2018 · D/A · $257,600,145 sold of Indefinite · 402 investors · min. No minimum reported · role: Executive Officer (COO of Vivaldi Capital Management, LLC, the Issuer's Manager) EDGAR ↗

Raised $264.6M from 444 investors as of the latest filing. Chad is listed as executive officer 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.

CD
Pooled Investment Fund · group: Ft Vest

Cornerstone Diversified Portfolio, LP

Chicago, IL · Feb 2, 2021 → Feb 2, 2024 · 4 filings
  • Feb 2, 2024 · D/A · $45,060,803 sold of Indefinite · 99 investors · min. $500,000 · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Feb 2, 2023 · D/A · $45,060,803 sold of Indefinite · 99 investors · min. $500,000 · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Feb 2, 2022 · D/A · $45,060,803 sold of Indefinite · 99 investors · min. $500,000 · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Feb 2, 2021 · D/A · $45,060,803 sold of Indefinite · 99 investors · min. $500,000 · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗

Raised $45.1M from 99 investors as of the latest filing. Chad is listed as executive officer 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.

HC
Pooled Investment Fund · group: Ft Vest

HIGHLAND CAPITAL MANAGEMENT, L.P.

Chicago, IL · Nov 27, 2018 → Nov 29, 2023 · 7 filings
  • Nov 29, 2023 · D/A · $3,902,909 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the investment manager of the issuer) EDGAR ↗
  • Nov 29, 2022 · D/A · $3,902,909 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the investment manager of the issuer) EDGAR ↗
  • Nov 29, 2021 · D/A · $3,902,909 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the investment manager of the issuer) EDGAR ↗
  • Aug 10, 2021 · D/A · $3,902,909 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the investment manager of the issuer) EDGAR ↗
  • Aug 10, 2020 · D/A · $3,902,909 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the investment manager of the issuer) EDGAR ↗
  • Aug 29, 2019 · D/A · $3,902,909 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the investment manager of the issuer) EDGAR ↗
  • Nov 27, 2018 · D/A · $3,902,909 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the investment manager of the issuer) EDGAR ↗

Raised $59.8M from 148 investors as of the latest filing. Chad 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.

CR
REITS and Finance · group: Cire

CIRE Real Estate Investment Trust, LLC

San Diego, CA · Aug 22, 2019 → Aug 9, 2022 · 5 filings
  • Aug 9, 2022 · D/A · $77,154,749 sold of Indefinite · 250 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager of Issuer) EDGAR ↗
  • Aug 9, 2021 · D/A · $50,080,624 sold of Indefinite · 240 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager of Issuer) EDGAR ↗
  • Aug 10, 2020 · D/A · $44,237,830 sold of Indefinite · 206 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager of Issuer) EDGAR ↗
  • Jan 30, 2020 · D/A · $34,770,000 sold of Indefinite · 193 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager of Issuer) EDGAR ↗
  • Aug 22, 2019 · D · $7,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager of Issuer) EDGAR ↗

Raised $172.3M from 979 investors as of the latest filing. Chad is listed as executive officer 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: REITS and Finance / 506(b) (3,490 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
Commercial · group: Cire

CIRE OpCo I, LLC

San Diego, CA · Aug 22, 2019 → Jul 19, 2022 · 4 filings
  • Jul 19, 2022 · D/A · $232,043,171 sold of Indefinite · 169 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager of Issuer) EDGAR ↗
  • Jul 20, 2021 · D/A · $183,789,277 sold of Indefinite · 167 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager of Issuer) EDGAR ↗
  • Jul 21, 2020 · D/A · $128,105,135 sold of Indefinite · 142 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager of Issuer) EDGAR ↗
  • Aug 22, 2019 · D · $88,216,104 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager of Issuer) EDGAR ↗

Raised $302.8M from 169 investors as of the latest filing. Chad is listed as executive officer 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: Commercial / 506(b) (6,713 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.

VO
Pooled Investment Fund · group: Ft Vest

VCM Offshore Fund II LP

George Town, Cayman Islands (as filed: E9) · Nov 30, 2017 → Jul 10, 2020 · 4 filings
  • Jul 10, 2020 · D/A · $12,709,953 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Jul 11, 2019 · D/A · $11,776,000 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Nov 28, 2018 · D/A · $11,776,000 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Nov 30, 2017 · D · $4,473,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of the Investment Manager of the Issuer) EDGAR ↗

Raised $12.7M from 51 investors as of the latest filing. Chad is listed as executive officer 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.

People around Chad 28

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

PF
Management entity

P First Trust Capital Management L.P.

Promoter · 39 shared filings (19 issuers)

P First Trust Capital Management L.P. is on 19 issuers in total — a repeat sponsor. Their page lists every one.

PF
Management entity

P First Trust Portfolios L.P.

Promoter · 27 shared filings (15 issuers)

P First Trust Portfolios L.P. is on 15 issuers in total — a repeat sponsor. Their page lists every one.

PV
Management entity

P Vest Financial, LLC

Promoter · 27 shared filings (15 issuers)

P Vest Financial, LLC is on 15 issuers in total — a repeat sponsor. Their page lists every one.

VC
Management entity

Vivaldi Capital Management, LLC

Promoter, Executive Officer · 17 shared filings (4 issuers)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

VG
Management entity

VCM GP LLC

Executive Officer · 13 shared filings (3 issuers)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

FT
Management entity

First Trust Capital Management L.P.

Promoter, Executive Officer · 11 shared filings (4 issuers)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

PD
Management entity

P Destiny Wealth Partners, LLC

Promoter · 10 shared filings (3 issuers)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

CR
Management entity

CIRE Real Estate Advisors, LLC

Promoter · 9 shared filings (2 issuers)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

FO
Management entity

FTCS Offshore Fund GP LLC

Executive Officer · 6 shared filings (1 issuer)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

VH
Management entity

Vivaldi Holdings, LLC

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

VH
Management entity

Vivaldi Highland GP, LLC

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

FH
Management entity

FTCS Highland Fund GP LLC

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

DW
Management entity

Destiny Wealth Partners, LLC

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

FT
Management entity

First Trust Portfolios L.P.

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

VF
Management entity

Vest Financial, LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

MP
No photo found (searched own website, image search on Oct 24, 2026)
Person

Michael Peck

Executive Officer · 103 shared filings (37 issuers) · also on 1 other issuer

Michael Peck is on 38 issuers in total — a repeat sponsor. Their page lists every one.

DL
No photo found yet (own website and image search run after this page is viewed)
Person

David G Lee

Director · 41 shared filings (19 issuers) · also on 12 other issuers

David G Lee is on 31 issuers in total — a repeat sponsor. Their page lists every one.

GS
No photo found yet (own website and image search run after this page is viewed)
Person

Gary E Shugrue

Director · 41 shared filings (19 issuers) · also on 5 other issuers

Gary E Shugrue is on 24 issuers in total — a repeat sponsor. Their page lists every one.

AM
No photo found yet (own website and image search run after this page is viewed)
Person

Ann Maurer

Executive Officer · 41 shared filings (19 issuers) · also on 3 other issuers

Ann Maurer is on 22 issuers in total — a repeat sponsor. Their page lists every one.

TG
No photo found yet (own website and image search run after this page is viewed)
Person

Terrance P Gallagher

Director · 41 shared filings (19 issuers) · also on 6 other issuers

Terrance P Gallagher is on 25 issuers in total — a repeat sponsor. Their page lists every one.

RS
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Seyferth

Director · 41 shared filings (19 issuers) · also on 9 other issuers

Robert Seyferth is on 28 issuers in total — a repeat sponsor. Their page lists every one.

DS
No photo found yet (own website and image search run after this page is viewed)
Person

David Sternberg

Executive Officer · 31 shared filings (9 issuers)

David Sternberg is on 9 issuers in total — a repeat sponsor. Their page lists every one.

BM
No photo found yet (own website and image search run after this page is viewed)
Person

Bernadette Murphy

Executive Officer · 17 shared filings (15 issuers) · also on 4 other issuers

Bernadette Murphy is on 19 issuers in total — a repeat sponsor. Their page lists every one.

DL
No photo found yet (own website and image search run after this page is viewed)
Person

Dan Lancz

Executive Officer · 15 shared filings (2 issuers)

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

JB
No photo found yet (own website and image search run after this page is viewed)
Person

Jeff O'Brien

Executive Officer · 12 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Chad Eisenberg. Their page shows their other deals.

JV
No photo found yet (own website and image search run after this page is viewed)
Person

Joshua A. Volen

Executive Officer · 9 shared filings (2 issuers) · also on 32 other issuers

Joshua A. Volen is on 34 issuers in total — a repeat sponsor. Their page lists every one.

TS
No photo found yet (own website and image search run after this page is viewed)
Person

Trevor P. Smith

Executive Officer · 9 shared filings (2 issuers) · also on 25 other issuers

Trevor P. Smith is on 27 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

FV
Sponsor group

Ft Vest

43 issuers · 174 filings · $7.29B reported sold · 2011–2026

One team, 43 deal companies. Chad Eisenberg is listed on 38 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 Chad Eisenberg.

C
Sponsor group

Cire

34 issuers · 49 filings · $274.9M reported sold · 2010–2026

One team, 34 deal companies. Chad Eisenberg is listed on 2 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 Chad Eisenberg.

Same business address

23 other issuers file from the same address

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); 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. 5 of the 41 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): FT Vest Hedged Equity Income Fund: Series A3, FT Vest Total Return Income Fund: Series A3, Destiny Target Outcome Fund 2024-1 LLC, FT OFFSHORE I LP, HIGHLAND CAPITAL MANAGEMENT, L.P..

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 Chad Eisenberg 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 41 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Chad Eisenberg is listed on: none on file. No website or social profile named in VCM Core Opportunities Fund LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #84,613 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

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

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) ↗Wisconsin state courts — find the court ↗Cook County Clerk of Court case search ↗Indiana state courts — find the court ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

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

Business registries

Wisconsin Secretary of State business search ↗Illinois Secretary of State business search ↗Indiana Secretary of State business search ↗California Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Chad Eisenberg appears on a new Form D, or when a court case or SEC action is matched to them. See plans →