PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:01 AM ET

Sponsor Check › Person

Colin Pan

Related person on Form D filings · address states as listed: MA, X0 · listed Feb 19, 2014 → Jun 11, 2021

41issuers
167Form D filings
2014–2021years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 12:00 AM ET · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:00 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:00 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

0 of 41 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Mar 26, 2026 D
File 021-577828
$0$0$0None listed on this filing
EDGAR ↗Mar 26, 2026 D
File 021-577825
$0$0$0None listed on this filing
EDGAR ↗Jan 30, 2026 D/A
File 021-431628
$0$0$0None listed on this filing
EDGAR ↗Jan 30, 2026 D/A
File 021-431615
$0$0$0None listed on this filing
EDGAR ↗Jan 30, 2026 D/A
File 021-431625
$0$0$0None listed on this filing
EDGAR ↗Jan 30, 2026 D/A
File 021-431684
$0$0$0None listed on this filing
EDGAR ↗Mar 19, 2025 D
File 021-541375
$0$0$0None listed on this filing
EDGAR ↗Mar 19, 2025 D
File 021-541372
$0$0$0None listed on this filing
EDGAR ↗Apr 9, 2024 D
File 021-510081
$0$0$0None listed on this filing
EDGAR ↗Apr 9, 2024 D
File 021-510085
$0$0$0None listed on this filing
EDGAR ↗Jan 19, 2023 D
File 021-471197
$0$0$0None listed on this filing
EDGAR ↗Jan 19, 2023 D
File 021-471200
$0$0$0None listed on this filing
EDGAR ↗Feb 1, 2022 D
File 021-431634
$0$0$0None listed on this filing
EDGAR ↗Feb 1, 2022 D
File 021-431635
$0$0$0None listed on this filing
EDGAR ↗Jun 11, 2021 D/A
File 021-145057
$0$0$0None listed on this filing
EDGAR ↗Jun 11, 2021 D/A
File 021-370995
$0$0$0None listed on this filing
EDGAR ↗May 17, 2021 D/A
File 021-367077
$0$0$0None listed on this filing
EDGAR ↗May 17, 2021 D/A
File 021-367061
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-147921
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-173511
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-191891
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-248567
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-248568
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-251003
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-276150
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-303021
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-337254
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-337256
$0$0$0None listed on this filing
EDGAR ↗Apr 8, 2021 D/A
File 021-364865
$0$0$0None listed on this filing
EDGAR ↗Feb 11, 2021 D/A
File 021-147916
$0$0$0None listed on this filing
EDGAR ↗Feb 10, 2021 D/A
File 021-147919
$0$0$0None listed on this filing
EDGAR ↗Nov 2, 2020 D/A
File 021-298328
$0$0$0None listed on this filing
EDGAR ↗Apr 18, 2019 D/A
File 021-241559
$0$0$0None listed on this filing
EDGAR ↗Apr 18, 2019 D/A
File 021-335117
$0$0$0None listed on this filing
EDGAR ↗Apr 12, 2019 D/A
File 021-310015
$0$0$0None listed on this filing
EDGAR ↗Apr 12, 2019 D
File 021-337243
$0$0$0None listed on this filing
EDGAR ↗Jun 30, 2017 D
File 021-289900
$0$0$0None listed on this filing
EDGAR ↗Apr 13, 2017 D
File 021-284770
$0$0$0None listed on this filing
EDGAR ↗May 5, 2016 D
File 021-262684
$0$0$0None listed on this filing
EDGAR ↗Apr 17, 2015 D/A
File 021-207602
$0$0$0None listed on this filing
EDGAR ↗Apr 10, 2015 D
File 021-237758
$0$0$0None listed on this filing

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗Valence8 PE 2026 (Cayman) Fund LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Mar 26, 2026DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Valence8 PE 2026 (Core) Fund LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Mar 26, 2026DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Offshore) Ltd
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 30, 2026D/AIndefinite
similar: $155,000–$5,250,000
$359,467,43822
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Onshore) LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 30, 2026D/AIndefinite
similar: $155,000–$5,250,000
$13,609,7518
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Diversified (Offshore) Ltd
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 30, 2026D/AIndefinite
similar: $155,000–$5,250,000
$502,339,13030
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Diversified (Onshore) LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 30, 2026D/AIndefinite
similar: $155,000–$5,250,000
$173,744,34713
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 PE 2025 (Cayman) Fund LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Mar 19, 2025DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Valence8 PE 2025 (Core) Fund LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Mar 19, 2025DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Diversified (Offshore) Ltd
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 30, 2025D/AIndefinite
similar: $155,000–$5,250,000
$435,539,13027
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Diversified (Onshore) LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 30, 2025D/AIndefinite
similar: $155,000–$5,250,000
$138,553,21212
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Offshore) Ltd
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 30, 2025D/AIndefinite
similar: $155,000–$5,250,000
$311,667,43818
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Onshore) LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 30, 2025D/AIndefinite
similar: $155,000–$5,250,000
$13,609,7518
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 PE 2024 (Cayman) Fund LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Apr 9, 2024DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Valence8 PE 2024 (Core) Fund LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Apr 9, 2024DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Onshore) LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 31, 2024D/AIndefinite
similar: $155,000–$5,250,000
$11,990,0007
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Diversified (Offshore) Ltd
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 31, 2024D/AIndefinite
similar: $155,000–$5,250,000
$351,441,28415
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Diversified (Onshore) LP
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 31, 2024D/AIndefinite
similar: $155,000–$5,250,000
$68,450,0009
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Offshore) Ltd
group: Valence8
Executive Officer
Executive Officer of the Investment Manager
Jan 31, 2024D/AIndefinite
similar: $155,000–$5,250,000
$292,772,63313
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Diversified (Offshore) Ltd
group: Valence8
Executive OfficerJan 30, 2023D/AIndefinite
similar: $155,000–$5,250,000
$235,241,28410
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Offshore) Ltd
group: Valence8
Executive OfficerJan 30, 2023D/AIndefinite
similar: $155,000–$5,250,000
$187,772,63310
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Onshore) LP
group: Valence8
Executive OfficerJan 30, 2023D/AIndefinite
similar: $155,000–$5,250,000
$11,990,0007
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Diversified (Onshore) LP
group: Valence8
Executive OfficerJan 30, 2023D/AIndefinite
similar: $155,000–$5,250,000
$58,300,0008
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Offshore) Ltd
group: Valence8
Executive OfficerJan 30, 2023D/AIndefinite
similar: $155,000–$5,250,000
$187,772,63310
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 PE 2023 (Core) Fund LP
group: Valence8
Executive OfficerJan 19, 2023DIndefinite
similar: $155,000–$5,250,000
$19,500,0008
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Valence8 PE 2023 (Cayman) Fund LP
group: Valence8
Executive OfficerJan 19, 2023DIndefinite
similar: $155,000–$5,250,000
$40,500,0008
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Diversified (Onshore) LP
group: Valence8
Executive OfficerFeb 1, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 PE 2022 (Offshore) Fund LP
group: Valence8
Executive OfficerFeb 1, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 PE 2022 (Onshore) Fund LP
group: Valence8
Executive OfficerFeb 1, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Onshore) LP
group: Valence8
Executive OfficerJan 31, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Diversified (Offshore) Ltd
group: Valence8
Executive OfficerJan 31, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Valence8 Directional (Offshore) Ltd
group: Valence8
Executive OfficerJan 31, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Jun 11, 2021D/AIndefinite
similar: $155,000–$5,250,000
$1,042,106,053183
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Secondaries SMA 2020, LPExecutive Officer
Partner of the General Partner of the Issuer
Jun 11, 2021D/A$8,000,000
similar: $155,000–$5,250,000
$8,000,0003
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series YExecutive Officer
Partner of the General Partner of the Issuer
May 17, 2021D/AIndefinite
similar: $155,000–$5,250,000
$16,408,7743
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series XExecutive Officer
Partner of the General Partner of the Issuer
May 17, 2021D/AIndefinite
similar: $155,000–$5,250,000
$14,103,0003
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund XIII, L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 8, 2021D/A$564,231,998
similar: $155,000–$5,250,000
$564,231,99825
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Efficient Alpha Portfolio A, L.P.Executive Officer
Partner of the Managing-Member of the General Partner of the Issuer.
Apr 8, 2021D/A$77,000,000
similar: $155,000–$5,250,000
$77,000,0004
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series NExecutive Officer
Partner of the General Partner of the Issuer.
Apr 8, 2021D/AIndefinite
similar: $155,000–$5,250,000
$41,221,0154
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series HExecutive Officer
Partner of the General Partner of the Issuer.
Apr 8, 2021D/AIndefinite
similar: $155,000–$5,250,000
$17,776,1054
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series EExecutive Officer
Partner of the General Partner of the Issuer.
Apr 8, 2021D/AIndefinite
similar: $155,000–$5,250,000
$27,672,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series DExecutive Officer, Director
Partner of the General Partner of the Issuer.
Apr 8, 2021D/AIndefinite
similar: $155,000–$5,250,000
$60,231,0001
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series CExecutive Officer
Partner of the General Partner of the Issuer.
Apr 8, 2021D/AIndefinite
similar: $155,000–$5,250,000
$42,535,7933
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series BExecutive Officer
Partner of the General Partner of the Issuer.
Apr 8, 2021D/AIndefinite
similar: $155,000–$5,250,000
$19,576,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series AExecutive Officer
Partner of the General Partner of the Issuer.
Apr 8, 2021D/AIndefinite
similar: $155,000–$5,250,000
$48,810,5088
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series JExecutive Officer
Partner of the General Partner of the Issuer.
Apr 8, 2021D/AIndefinite
similar: $155,000–$5,250,000
$20,130,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Greyhawk Fund, L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 8, 2021D/AIndefinite
similar: $155,000–$5,250,000
$377,471,040112
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Mar 10, 2021D/AIndefinite
similar: $155,000–$5,250,000
$1,018,519,119177
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Feb 11, 2021D/AIndefinite
similar: $155,000–$5,250,000
$274,174,249110
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Feb 10, 2021D/AIndefinite
similar: $155,000–$5,250,000
$291,591,397117
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Feb 10, 2021D/AIndefinite
similar: $155,000–$5,250,000
$1,001,969,119174
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Dec 14, 2020D/AIndefinite
similar: $155,000–$5,250,000
$270,424,249109
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series SExecutive Officer
Partner of the General Partner of the Issuer.
Nov 2, 2020D/AIndefinite
similar: $155,000–$5,250,000
$29,943,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Secondaries SMA 2020, LPExecutive Officer
Partner of the General Partner of the Issuer
Jul 14, 2020DIndefinite
similar: $155,000–$5,250,000
$8,000,0003
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series XExecutive Officer
Partner of the General Partner of the Issuer
May 15, 2020DIndefinite
similar: $155,000–$5,250,000
$4,433,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series YExecutive Officer
Partner of the General Partner of the Issuer
May 15, 2020DIndefinite
similar: $155,000–$5,250,000
$5,029,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund XIII, L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 14, 2020DIndefinite
similar: $155,000–$5,250,000
$564,231,99825
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Greyhawk Fund, L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$226,530,57682
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series CExecutive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$42,535,7933
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series BExecutive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$19,576,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$931,555,659163
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series AExecutive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$48,810,5088
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Efficient Alpha Portfolio A, L.P.Executive Officer
Partner of the Managing-Member of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$77,000,0004
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$236,064,249102
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series NExecutive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$41,221,0154
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series JExecutive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$20,130,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series HExecutive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$11,926,0792
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series EExecutive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$13,887,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series DExecutive Officer, Director
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$60,231,0001
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 10, 2020D/AIndefinite
similar: $155,000–$5,250,000
$272,891,398113
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series SExecutive Officer
Partner of the General Partner of the Issuer.
Nov 5, 2019D/AIndefinite
similar: $155,000–$5,250,000
$29,943,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Aug 7, 2019D/AIndefinite
similar: $155,000–$5,250,000
$260,816,398110
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Jul 16, 2019D/AIndefinite
similar: $155,000–$5,250,000
$258,616,398109
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Merlin Co-Investment Fund I, L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 18, 2019D/A$40,500,000
similar: $155,000–$5,250,000
$40,500,00019
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Osprey Fund, L.P. - Halcyon Energy Loan SeriesExecutive Officer
Partner of Partners Capital Investment Group LLP, sole member of General Partner of the Issuer.
Apr 18, 2019D/A$55,750,000
similar: $155,000–$5,250,000
$55,750,00014
similar: 4–27
$500,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series EExecutive Officer
Partner of the General Partner of the Issuer.
Apr 17, 2019D/AIndefinite
similar: $155,000–$5,250,000
$13,887,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series DExecutive Officer, Director
Partner of the General Partner of the Issuer.
Apr 17, 2019D/AIndefinite
similar: $155,000–$5,250,000
$60,231,0001
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series CExecutive Officer
Partner of the General Partner of the Issuer.
Apr 17, 2019D/AIndefinite
similar: $155,000–$5,250,000
$42,535,7933
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series BExecutive Officer
Partner of the General Partner of the Issuer.
Apr 17, 2019D/AIndefinite
similar: $155,000–$5,250,000
$19,576,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series AExecutive Officer
Partner of the General Partner of the Issuer.
Apr 17, 2019D/AIndefinite
similar: $155,000–$5,250,000
$48,810,5086
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series JExecutive Officer
Partner of the General Partner of the Issuer.
Apr 17, 2019D/AIndefinite
similar: $155,000–$5,250,000
$17,673,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 17, 2019D/AIndefinite
similar: $155,000–$5,250,000
$868,172,133151
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Efficient Alpha Portfolio A, L.P.Executive Officer
Partner of the Managing-Member of the General Partner of the Issuer.
Apr 17, 2019D/AIndefinite
similar: $155,000–$5,250,000
$77,000,0004
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 17, 2019D/AIndefinite
similar: $155,000–$5,250,000
$244,616,397107
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series NExecutive Officer
Partner of the General Partner of the Issuer.
Apr 12, 2019DIndefinite
similar: $155,000–$5,250,000
$1,465,9864
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series HExecutive Officer
Partner of the General Partner of the Issuer.
Apr 12, 2019DIndefinite
similar: $155,000–$5,250,000
$2,027,9691
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 12, 2019D/AIndefinite
similar: $155,000–$5,250,000
$225,414,249101
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Greyhawk Fund, L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 12, 2019D/AIndefinite
similar: $155,000–$5,250,000
$253,743,10793
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund XI, L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 12, 2019D/A$22,400,000
similar: $155,000–$5,250,000
$22,400,00023
similar: 4–27
$50,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund XII, L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 12, 2019D$48,031,000
similar: $155,000–$5,250,000
$48,031,00023
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Merlin Co-Investment Fund I, L.P.Executive Officer
Partner of the General Partner of the Issuer
Apr 5, 2019D/AIndefinite
similar: $155,000–$5,250,000
$40,500,00019
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Merlin Co-Investment Fund I, L.P.Executive Officer
Partner of the General Partner of the Issuer
Mar 18, 2019DIndefinite
similar: $155,000–$5,250,000
$7,000,0003
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Efficient Alpha Portfolio A, L.P.Executive Officer
Principal of the General Partner of the Issuer.
Jan 9, 2019D/AIndefinite
similar: $155,000–$5,250,000
$77,000,0004
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Principal of the General Partner of the Issuer.
Jan 9, 2019D/AIndefinite
similar: $155,000–$5,250,000
$225,414,249100
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series SExecutive Officer
Partner of the General Partner of the Issuer.
Nov 7, 2018D/AIndefinite
similar: $155,000–$5,250,000
$29,943,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Greyhawk Fund, L.P.Executive Officer
Principal of the General Partner of the Issuer.
Aug 14, 2018D/AIndefinite
similar: $155,000–$5,250,000
$226,431,89390
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series AExecutive Officer
Principal of the General Partner of the Issuer
May 11, 2018D/AIndefinite
similar: $155,000–$5,250,000
$44,080,4115
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series JExecutive Officer
Principal of the General Partner of the Issuer
Apr 18, 2018D/AIndefinite
similar: $155,000–$5,250,000
$12,353,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series EExecutive Officer
Principal of the General Partner of the Issuer.
Apr 18, 2018D/AIndefinite
similar: $155,000–$5,250,000
$13,887,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series DExecutive Officer, Director
Principal of the General Partner of the Issuer.
Apr 18, 2018D/AIndefinite
similar: $155,000–$5,250,000
$60,231,0001
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series CExecutive Officer
Principal of the General Partner of the Issuer.
Apr 18, 2018D/AIndefinite
similar: $155,000–$5,250,000
$42,535,7933
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series BExecutive Officer
Principal of the General Partner of the Issuer.
Apr 18, 2018D/AIndefinite
similar: $155,000–$5,250,000
$19,576,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Osprey Fund, L.P. - Halcyon Energy Loan SeriesExecutive Officer
Partner of Partners Capital Investment Group LLP, sole member of General Partner of the Issuer.
Apr 18, 2018D/AIndefinite
similar: $155,000–$5,250,000
$55,750,00014
similar: 4–27
$500,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Greyhawk Fund, L.P.Executive Officer
Principal of the General Partner of the Issuer.
Apr 18, 2018D/AIndefinite
similar: $155,000–$5,250,000
$203,206,89387
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Principal of the General Partner of the Issuer.
Apr 18, 2018D/AIndefinite
similar: $155,000–$5,250,000
$215,614,24996
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Principal of the General Partner of the Issuer.
Apr 18, 2018D/AIndefinite
similar: $155,000–$5,250,000
$691,622,744138
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 18, 2018D/AIndefinite
similar: $155,000–$5,250,000
$240,066,397107
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund XI, L.P.Executive Officer
Principal of the General Partner of the Issuer.
Apr 12, 2018D/AIndefinite
similar: $155,000–$5,250,000
$22,400,00023
similar: 4–27
$50,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund XI, L.P.Executive Officer
Principal of the General Partner of the Issuer.
Apr 12, 2018DIndefinite
similar: $155,000–$5,250,000
$224,000,00023
similar: 4–27
$50,000
similar: $1,000–$100,000
EDGAR ↗Efficient Alpha Portfolio A, L.P.Executive Officer
Principal of the General Partner of the Issuer.
Jan 11, 2018DIndefinite
similar: $155,000–$5,250,000
$57,000,0004
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series SExecutive Officer
Partner of the General Partner of the Issuer.
Nov 8, 2017DIndefinite
similar: $155,000–$5,250,000
$14,970,0001
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Phoenix Fund III, L.P.Executive Officer
Executive Officer of the Manager of the Issuer
Jun 30, 2017DIndefinite
similar: $155,000–$5,250,000
$77,000,00017
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series AExecutive Officer
Partner of the General Partner of the Issuer
May 4, 2017D/AIndefinite
similar: $155,000–$5,250,000
$8,136,8614
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Osprey Fund, L.P. - Halcyon Energy Loan SeriesExecutive Officer
Partner of Partners Capital Investment Group, LLP
Apr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$55,750,00014
similar: 4–27
$500,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Colin Pan is a Partner of the General Partner of the Issuer.
Apr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$469,868,416123
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Greyhawk Fund, L.P.Executive OfficerApr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$192,662,89383
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Apr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$211,166,397102
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series BExecutive Officer
Colin Pan is a Partner of the General Partner.
Apr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$19,576,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series DExecutive Officer, Director
Colin Pan is a Partner of the General Partner.
Apr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$60,231,0001
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series CExecutive Officer
Partner of the General Partner of the Issuer.
Apr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$42,535,7933
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series EExecutive Officer
Partner of the General Partner of the Issuer.
Apr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$9,236,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series AExecutive Officer
Partner of the General Partner of the Issuer
Apr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$6,634,0003
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series JExecutive Officer
Partner of the General Partner of the Issuer
Apr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$9,904,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Executive officer of the General Partner of the Issuer.
Apr 19, 2017D/AIndefinite
similar: $155,000–$5,250,000
$200,114,24990
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund X, LPExecutive Officer
Principal of the General Partner of the Issuer
Apr 13, 2017D$13,250,000
similar: $155,000–$5,250,000
$13,250,0009
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Executive officer of the General Partner of the Issuer.
Feb 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$200,114,24990
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series JExecutive Officer
Partner of the General Partner of the Issuer
Jan 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$9,904,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series EExecutive Officer
Partner of the General Partner of the Issuer.
Jan 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$9,236,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series AExecutive Officer
Partner of the General Partner of the Issuer
Jan 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$6,634,0003
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series CExecutive Officer
Partner of the General Partner of the Issuer.
Jan 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$42,535,7933
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series DExecutive Officer, Director
Colin Pan is a Partner of the General Partner.
Jan 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$60,231,0001
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series BExecutive Officer
Colin Pan is a Partner of the General Partner.
Jan 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$19,576,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of the General Partner of the Issuer.
Jan 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$211,166,397102
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Greyhawk Fund, L.P.Executive OfficerJan 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$192,662,89383
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Executive officer of the General Partner of the Issuer.
Jan 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$197,614,24989
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Colin Pan is a Partner of the General Partner of the Issuer.
Jan 13, 2017D/AIndefinite
similar: $155,000–$5,250,000
$460,420,642117
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series JExecutive Officer
Partner of the General Partner of the Issuer
Dec 13, 2016DIndefinite
similar: $155,000–$5,250,000
$9,904,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series EExecutive Officer
Partner of the General Partner of the Issuer.
Nov 7, 2016D/AIndefinite
similar: $155,000–$5,250,000
$9,236,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Greyhawk Fund, L.P.Executive OfficerOct 12, 2016D/AIndefinite
similar: $155,000–$5,250,000
$190,246,93881
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series AExecutive Officer
Partner of the General Partner of the Issuer
Sep 30, 2016D/AIndefinite
similar: $155,000–$5,250,000
$6,634,0003
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series CExecutive Officer
Partner of the General Partner of the Issuer.
Sep 30, 2016D/AIndefinite
similar: $155,000–$5,250,000
$42,535,7933
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Executive officer of the General Partner of the Issuer.
Aug 5, 2016D/AIndefinite
similar: $155,000–$5,250,000
$196,114,24987
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Osprey Fund, L.P. - Halcyon Energy Loan SeriesExecutive Officer
Partner of Partners Capital Investment Group, LLC
Jun 8, 2016D/AIndefinite
similar: $155,000–$5,250,000
$55,750,00014
similar: 4–27
$500,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund IX, L.P.Executive Officer
Principal of the General Partner of the Issuer.
May 5, 2016D$10,600,000
similar: $155,000–$5,250,000
$10,600,00013
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of Partners Capital Investment Group, L.L.C., the Issuer's general partner
Apr 13, 2016D/AIndefinite
similar: $155,000–$5,250,000
$210,466,397101
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Colin Pan is a Partner of the General Partner of the Issuer.
Apr 13, 2016D/AIndefinite
similar: $155,000–$5,250,000
$438,474,059112
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series DExecutive Officer, Director
Colin Pan is a Partner of the General Partner.
Feb 3, 2016D/AIndefinite
similar: $155,000–$5,250,000
$60,231,0001
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series BExecutive Officer
Colin Pan is a Partner of the General Partner.
Feb 3, 2016D/AIndefinite
similar: $155,000–$5,250,000
$19,576,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Greyhawk Fund, L.P.Executive OfficerJan 7, 2016D/AIndefinite
similar: $155,000–$5,250,000
$156,440,05280
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series EExecutive Officer
Partner of the General Partner of the Issuer.
Nov 10, 2015DIndefinite
similar: $155,000–$5,250,000
$4,597,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series AExecutive Officer
Partner of the General Partner of the Issuer
Oct 1, 2015DIndefinite
similar: $155,000–$5,250,000
$6,634,0003
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series CExecutive Officer
Partner of the General Partner of the Issuer.
Oct 1, 2015DIndefinite
similar: $155,000–$5,250,000
$19,703,0001
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive Officer
Executive officer of the General Partner of the Issuer.
Aug 7, 2015D/AIndefinite
similar: $155,000–$5,250,000
$173,314,24984
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Osprey Fund, L.P. - Halcyon Energy Loan SeriesExecutive Officer
Partner of Partners Capital Investment Group, LLC
Jun 11, 2015DIndefinite
similar: $155,000–$5,250,000
$55,750,00014
similar: 4–27
$500,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund VII, L.P.Executive Officer
Colin Pan is a principal of the General Partner.
Apr 17, 2015D/A$18,325,000
similar: $155,000–$5,250,000
$18,325,00016
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Colin Pan is a Partner of the General Partner of the Issuer.
Apr 13, 2015D/AIndefinite
similar: $155,000–$5,250,000
$321,788,06194
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of Partners Capital Investment Group, L.L.C., the Issuer's general partner
Apr 13, 2015D/AIndefinite
similar: $155,000–$5,250,000
$199,176,39797
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund VIII, L.P.Executive Officer
Principal of the General Partner.
Apr 10, 2015D$7,375,000
similar: $155,000–$5,250,000
$7,375,0007
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series DExecutive Officer, Director
Colin Pan is a Partner of the General Partner.
Feb 3, 2015D/AIndefinite
similar: $155,000–$5,250,000
$60,231,0001
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Kestrel Fund, L.P. Series BExecutive Officer
Colin Pan is a Partner of the General Partner.
Feb 3, 2015D/AIndefinite
similar: $155,000–$5,250,000
$19,576,0002
similar: 4–27
$1,000,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Greyhawk Fund, L.P.Executive OfficerJan 9, 2015D/AIndefinite
similar: $155,000–$5,250,000
$107,423,05262
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund VII, L.P.Executive Officer
Colin Pan is a principal of the General Partner.
Nov 12, 2014D/AIndefinite
similar: $155,000–$5,250,000
$16,525,00016
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Colin Pan is a Partner of the General Partner of the Issuer.
Aug 13, 2014D/AIndefinite
similar: $155,000–$5,250,000
$274,804,12885
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Harrier Fund (A), L.P.Executive OfficerAug 8, 2014D/AIndefinite
similar: $155,000–$5,250,000
$145,014,24981
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund VII, L.P.Executive Officer
Colin Pan is a principal of the General Partner.
Jun 11, 2014D/AIndefinite
similar: $155,000–$5,250,000
$14,250,00012
similar: 4–27
$250,000
similar: $1,000–$100,000
EDGAR ↗Master Portfolio (A), L.P.Executive Officer
Colin Pan is a Partner of the General Partner of the Issuer.
Apr 15, 2014D/AIndefinite
similar: $155,000–$5,250,000
$242,252,75280
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Falcon Fund (A), L.P.Executive Officer
Partner of Partners Capital Investment Group, L.L.C., the Issuer's general partner
Apr 14, 2014D/AIndefinite
similar: $155,000–$5,250,000
$195,394,59694
similar: 4–27
$100,000
similar: $1,000–$100,000
EDGAR ↗Partners Capital Condor Fund VII, L.P.Executive Officer
Colin Pan is a principal of the General Partner.
Feb 19, 2014D/AIndefinite
similar: $155,000–$5,250,000
$5,750,0008
similar: 4–27
$250,000
similar: $1,000–$100,000

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); 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.

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 40 names on the same filings (15 management entities, 25 people)

People and management entities the issuers listed as related persons on the same Form D filings as Colin Pan. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.

  • Partners Capital Investment Group, L.L.C. entity — 122 shared filings (24 issuers) · role as listed: Executive Officer · also listed on 33 other issuers
  • Valence8 US LP entity — 31 shared filings (14 issuers) · roles as listed: Promoter, Executive Officer · also listed on 1 other issuer
  • Valence8 LLP entity — 31 shared filings (14 issuers) · role as listed: Executive Officer
  • Partners Capital Osprey Fund - Halcyon Energy Loan Series GP, LLC entity — 5 shared filings (1 issuer) · role as listed: Executive Officer
  • The Efficient Alpha Portfolio A GP, LLC entity — 5 shared filings (1 issuer) · role as listed: Executive Officer
  • Valence8 Diversified (GP) Ltd entity — 5 shared filings (1 issuer) · role as listed: Promoter
  • Valence8 Directional (GP) Ltd entity — 5 shared filings (1 issuer) · role as listed: Promoter
  • Partners Capital Investment Group (Holdings), L.L.C. entity — 3 shared filings (3 issuers) · role as listed: Executive Officer
  • W. Partners Capital Investment Group, LLP entity — 3 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 5 other issuers
  • Valence8 PE 2022 (GP) Ltd entity — 2 shared filings (2 issuers) · role as listed: Promoter
  • Valence8 PE 2023 (GP) Ltd entity — 2 shared filings (2 issuers) · role as listed: Promoter
  • Valence8 PE 2024 (GP) Ltd entity — 2 shared filings (2 issuers) · role as listed: Executive Officer
  • Valence8 PE 2025 (GP) Ltd entity — 2 shared filings (2 issuers) · role as listed: Executive Officer
  • Valence8 PE 2026 (GP) Ltd entity — 2 shared filings (2 issuers) · role as listed: Executive Officer
  • Partners Capital Phoenix Fund III GP, LLC entity — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Paul A. Dimitruk — 136 shared filings (27 issuers) · role as listed: Executive Officer · also listed on 64 other issuers
  • William W. Fox — 136 shared filings (27 issuers) · role as listed: Executive Officer · also listed on 29 other issuers
  • John Collis — 134 shared filings (27 issuers) · roles as listed: Executive Officer, Director · also listed on 17 other issuers
  • Arjun Raghavan — 120 shared filings (24 issuers) · role as listed: Executive Officer · also listed on 22 other issuers
  • Euan Finlay — 106 shared filings (24 issuers) · roles as listed: Executive Officer, Director · also listed on 25 other issuers
  • Richard Scarinci — 104 shared filings (23 issuers) · role as listed: Executive Officer · also listed on 30 other issuers
  • Stan B. Miranda — 99 shared filings (23 issuers) · role as listed: Executive Officer · also listed on 19 other issuers
  • Clint Liebenberg — 98 shared filings (23 issuers) · role as listed: Executive Officer · also listed on 5 other issuers
  • Toby Seth — 81 shared filings (20 issuers) · role as listed: Executive Officer · also listed on 12 other issuers
  • Brendan Corcoran — 79 shared filings (29 issuers) · roles as listed: Executive Officer, Director · also listed on 2 other issuers
  • Toby Joll — 71 shared filings (21 issuers) · role as listed: Executive Officer · also listed on 24 other issuers
  • David Shushan — 70 shared filings (20 issuers) · role as listed: Executive Officer · also listed on 39 other issuers
  • Suzanne Streeter — 54 shared filings (19 issuers) · role as listed: Executive Officer · also listed on 10 other issuers
  • Kamran Moghadam — 37 shared filings (17 issuers) · role as listed: Executive Officer · also listed on 28 other issuers
  • Tobias Seth — 37 shared filings (17 issuers) · role as listed: Executive Officer · also listed on 25 other issuers
  • Stanley B. Miranda — 37 shared filings (17 issuers) · role as listed: Executive Officer · also listed on 15 other issuers
  • Clinton Liebenberg — 35 shared filings (16 issuers) · role as listed: Executive Officer · also listed on 16 other issuers
  • Nick Gaze — 31 shared filings (14 issuers) · role as listed: Director · also listed on 69 other issuers
  • Brad Cowdroy — 31 shared filings (14 issuers) · role as listed: Director · also listed on 35 other issuers
  • George Lai — 31 shared filings (14 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • John Hampel — 22 shared filings (12 issuers) · role as listed: Executive Officer · also listed on 5 other issuers
  • Seth Toby — 18 shared filings (16 issuers) · role as listed: Executive Officer
  • Zhenying Wu — 18 shared filings (10 issuers) · role as listed: Executive Officer
  • Alejandro Goldberg — 18 shared filings (10 issuers) · role as listed: Executive Officer · also listed on 2 other issuers
  • Moghadam Kamran — 17 shared filings (15 issuers) · role as listed: Executive Officer

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

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