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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:04 AM ET

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Daniel Szemis

Named as an officer, director or promoter on SEC Form D filings · CT · Aug 11, 2009 → Jan 13, 2014

26deals (issuers)
$16.94Breported sold
1,956investors
106Form D filings
2009–2014years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: Oct 24, 2026, 2:20 AM ET

The short version

Daniel Szemis is listed as an executive officer and director on 106 SEC Form D filings by 26 issuers between Aug 2009 and Jan 2014. Largest by amount reported sold: Chilton International, L.P. (Stamford, CT — pooled investment fund — 2010–2013; $3.34B reported sold to 3 investors), Chilton Strategic Value Partners, L.P. (Stamford, CT — pooled investment fund — 2009–2013; $3.29B reported sold to 107 investors), Chilton Small Cap & Mid Cap International, L.P. (Stamford, CT — pooled investment fund — 2010–2013; $2.2B reported sold to 3 investors), Chilton Global Natural Resources Partners, L.P. (Stamford, CT — pooled investment fund — 2009–2013; $1.67B reported sold to 610 investors), Chilton European International, L.P. (Stamford, CT — pooled investment fund — 2010–2013; $1.11B reported sold to 3 investors) and 21 more (all listed below).

What this means That is a lot of deals — 26 separate companies raised money with this person listed as executive officer and director, over about 5 years. Across those companies the filings report $16.94B sold in total.

Listed alongside Chilton Investment Company, Inc. (106 shared filings, management entity), Colleen Ferguson (106 shared filings), James Henderson (106 shared filings), James Steinthal (106 shared filings), Jennifer Foster (106 shared filings) and 17 others.

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

All 26 issuers belong to the sponsor group Chilton (59 issuers, $25.24B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Chilton has 59 companies on file and $25.24B reported sold in total — the group page shows the whole track record in one place.

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 106 public filings for Daniel Szemis and found 5 differences, 3 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

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

What the community is saying

Community search for Daniel Szemis has not run yet — it is joining a line of 46,417 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, 2:19 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 (checked Oct 24, 2026) · 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 + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 24, 2026, 2:20 AM ET.

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, 2:19 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

5 differences found between the filings for Daniel Szemis — 3 worth asking about (compared the newest 50 of 106 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 1, 2012 – Sep 24, 2013

Amount sold went down between filings — Chilton Strategic Value Partners, L.P.

The Oct 1, 2012 filing says $3,288,327,853 sold; the Sep 24, 2013 Form D/A says $329,234,052 sold — $2,959,093,801 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.

Sources
Worth asking · Sep 30, 2011 – Oct 1, 2012

Investor count went down between filings — Redwood Peak Opportunities Fund, L.P.

The Sep 30, 2011 filing reports 128 investors; the Oct 1, 2012 Form D/A reports 127 investors.

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

Sources
Note · Aug 1, 1997 – Nov 13, 2013

12 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 — Chilton Pan-Asia Pacific Master Fund, L.P. (latest filing Nov 13, 2013) · No amendment in the last 12 months on an offering that may still be open — Chilton European International, L.P. (latest filing Nov 13, 2013) · No amendment in the last 12 months on an offering that may still be open — Chilton ERISA International, L.P. (latest filing Nov 13, 2013) · No amendment in the last 12 months on an offering that may still be open — Chilton China Opportunities Master Fund, L.P. (latest filing Nov 13, 2013) · No amendment in the last 12 months on an offering that may still be open — Chilton Global Natural Resources Partners II, L.P. (latest filing Oct 21, 2013) · and 7 more

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

Sources
Worth asking · Sep 24, 2013 – Jan 13, 2015

9 people are no longer listed on a later amendment

Daniel Szemis is no longer listed on the Jan 13, 2015 amendment — Chilton Global Natural Resources Long Opportunities, L.P. · Daniel Szemis is no longer listed on the Nov 13, 2014 amendment — Chilton International, L.P. · Daniel Szemis is no longer listed on the Oct 16, 2014 amendment — Chilton Investment Partners, L.P. · Daniel Szemis is no longer listed on the Sep 24, 2014 amendment — Chilton Small Cap & Mid Cap International, L.P. · Daniel Szemis is no longer listed on the Sep 24, 2014 amendment — Chilton Global Natural Resources Partners, L.P. · and 4 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Sources
Note · Aug 11, 2009 – Feb 16, 2010

Daniel Szemis is written 2 different ways on the filings

listed as "Daniel Szemis" on 87 filings (from Aug 11, 2009), and "Daniel V. Szemis" on 9 filings (from Feb 16, 2010).

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.

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 106 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 26 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 13, 2014 D/A
Chilton Global Natural Resources Long Opportunities, L.P.
File 021-190394
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Nov 13, 2013 D/A
Chilton Small Cap & Mid Cap International, L.P.
File 021-128836
$0$0$0
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Nov 13, 2013 D/A
Chilton Pan-Asia Pacific Master Fund, L.P.
File 021-128831
$0$0$0
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Nov 13, 2013 D/A
Chilton European International, L.P.
File 021-128834
$0$0$0
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Nov 13, 2013 D/A
Chilton ERISA International, L.P.
File 021-128835
$0$0$0
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Nov 13, 2013 D/A
Chilton China Opportunities Master Fund, L.P.
File 021-128833
$0$0$0
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Nov 13, 2013 D/A
Chilton International, L.P.
File 021-128837
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Oct 21, 2013 D/A
Chilton Investment Partners, L.P.
File 021-89078-3N
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Oct 21, 2013 D/A
CHILTON MULTI-STRATEGY FUND LP
File 021-119234
$0$0$0 (est.)
However, the General Partner receives a performance allocation equal to a percentage of certain net profits.
None listed on this filingEDGAR ↗
Oct 21, 2013 D/A
Chilton Global Natural Resources Partners II, L.P.
File 021-138743
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Sep 24, 2013 D/A
Chilton Global Natural Resources Partners, L.P.
File 021-80799
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Sep 24, 2013 D/A
Chilton Opportunity Trust, L.P.
File 021-67448
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Sep 24, 2013 D/A
Chilton Small Cap & Mid Cap Partners, L.P.
File 021-40941
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Sep 24, 2013 D/A
Chilton Pan-Asia Pacific, L.P.
File 021-112184
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Sep 24, 2013 D/A
Chilton QP European Partners, L.P.
File 021-47773
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Sep 24, 2013 D/A
Chilton Strategic Value Partners, L.P.
File 021-77809
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Sep 24, 2013 D/A
Redwood Peak Opportunities Fund, L.P.
File 021-112169
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Nov 13, 2012 D/A
Chilton Opportunity International, L.P.
File 021-128839
$0$0$0
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Oct 5, 2012 D/A
Chilton Small Cap Focus Fund, L.P.
File 021-141979
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Jan 17, 2012 D/A
Chilton Hedged U.S. Equities, L.P.
File 021-153832
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Oct 5, 2011 D/A
Chilton Global Partners, L.P.
File 021-67469
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
May 16, 2011 D
Chilton Global Natural Resources International III, L.P.
File 021-159902
$0$0$0
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Jan 14, 2011 D/A
Chilton Core Equities, L.P.
File 021-137845
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Nov 10, 2010 D/A
Chilton Global Credit Opportunities Master Fund, L.P.
File 021-128830
$0$0$0
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗
Oct 5, 2010 D/A
Chilton Global Balanced, L.P.
File 021-137844
$0$0$0 (est.)
However, the General Partner receives an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Sep 30, 2010 D/A
Chilton Global Credit Opportunities, L.P.
File 021-96152
$0$0$0 (est.)
However, the general partner receives an annual management fee in an amount equal to a specified percentage of assets under management and a performance allocation equal to a percentage of net profits.
None listed on this filingEDGAR ↗

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 26

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

Pooled Investment Fund · group: Chilton

Chilton Global Natural Resources Long Opportunities, L.P.

Stamford, CT · Jan 16, 2013 → Jan 13, 2014 · 2 filings
  • Jan 13, 2014 · D/A · $31,264,061 sold of Indefinite · 5 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jan 16, 2013 · D · $17,433,369 sold of Indefinite · 4 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗

Raised $33.4M from 6 investors as of the latest filing. Daniel is listed as executive officer, director on 2 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Small Cap & Mid Cap International, L.P.

Stamford, CT · Mar 15, 2010 → Nov 13, 2013 · 5 filings
  • Nov 13, 2013 · D/A · $2,172,568,575 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 13, 2012 · D/A · $2,085,371,724 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2011 · D/A · $1,809,357,470 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2010 · D/A · $1,809,357,470 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Mar 15, 2010 · D/A · $1,488,689,830 sold of Indefinite · 3 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $2.2B from 3 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Pan-Asia Pacific Master Fund, L.P.

Stamford, CT · Mar 15, 2010 → Nov 13, 2013 · 5 filings
  • Nov 13, 2013 · D/A · $289,292,462 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 13, 2012 · D/A · $288,743,377 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2011 · D/A · $268,311,123 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2010 · D/A · $268,311,123 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Mar 15, 2010 · D/A · $228,231,134 sold of Indefinite · 3 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $289.3M from 3 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton International, L.P.

Stamford, CT · Mar 15, 2010 → Nov 13, 2013 · 5 filings
  • Nov 13, 2013 · D/A · $3,187,148,172 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 13, 2012 · D/A · $3,172,999,244 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2011 · D/A · $3,167,799,076 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2010 · D/A · $3,167,799,076 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Mar 15, 2010 · D/A · $3,165,340,346 sold of Indefinite · 3 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $3.34B from 3 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton European International, L.P.

Stamford, CT · Mar 15, 2010 → Nov 13, 2013 · 5 filings
  • Nov 13, 2013 · D/A · $1,110,038,356 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 13, 2012 · D/A · $1,059,240,882 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2011 · D/A · $1,021,338,102 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2010 · D/A · $1,021,338,102 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Mar 15, 2010 · D/A · $1,020,355,140 sold of Indefinite · 3 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $1.11B from 3 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton ERISA International, L.P.

Stamford, CT · Mar 15, 2010 → Nov 13, 2013 · 5 filings
  • Nov 13, 2013 · D/A · $300,673,904 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 13, 2012 · D/A · $275,673,904 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2011 · D/A · $275,673,904 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2010 · D/A · $275,673,904 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Mar 15, 2010 · D/A · $275,673,904 sold of Indefinite · 1 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $300.7M from 1 investor as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton China Opportunities Master Fund, L.P.

Stamford, CT · Mar 15, 2010 → Nov 13, 2013 · 5 filings
  • Nov 13, 2013 · D/A · $621,757,665 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 13, 2012 · D/A · $621,200,258 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2011 · D/A · $447,895,834 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2010 · D/A · $447,895,834 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Mar 15, 2010 · D/A · $202,340,290 sold of Indefinite · 3 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $621.8M from 3 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Global Natural Resources Partners II, L.P.

Stamford, CT · Feb 16, 2010 → Oct 21, 2013 · 5 filings
  • Oct 21, 2013 · D/A · $305,468,000 sold of Indefinite · 103 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 19, 2012 · D/A · $303,010,000 sold of Indefinite · 103 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2011 · D/A · $273,897,000 sold of Indefinite · 96 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2010 · D/A · $76,892,000 sold of Indefinite · 27 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Feb 16, 2010 · D · $6,450,000 sold of Indefinite · 6 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $305.5M from 103 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

CHILTON MULTI-STRATEGY FUND LP

Stamford, CT · Oct 26, 2009 → Oct 21, 2013 · 5 filings
  • Oct 21, 2013 · D/A · $69,379,552 sold of Indefinite · 41 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 19, 2012 · D/A · $68,774,443 sold of Indefinite · 41 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2011 · D/A · $68,207,099 sold of Indefinite · 41 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2010 · D/A · $68,207,099 sold of Indefinite · 41 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2009 · D/A · $68,007,099 sold of Indefinite · 41 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $69.4M from 41 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Investment Partners, L.P.

Stamford, CT · Oct 26, 2009 → Oct 21, 2013 · 5 filings
  • Oct 21, 2013 · D/A · $1,045,683,934 sold of Indefinite · 149 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 19, 2012 · D/A · $1,044,783,934 sold of Indefinite · 149 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2011 · D/A · $1,040,183,934 sold of Indefinite · 149 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2010 · D/A · $1,034,841,334 sold of Indefinite · 148 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2009 · D/A · $1,020,023,698 sold of Indefinite · 143 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $1.1B from 165 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Redwood Peak Opportunities Fund, L.P.

Wilmington, New Castle County, DE · Oct 26, 2009 → Sep 24, 2013 · 5 filings
  • Sep 24, 2013 · D/A · $239,010,049 sold of Indefinite · 127 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 1, 2012 · D/A · $239,010,049 sold of Indefinite · 127 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2011 · D/A · $239,010,049 sold of Indefinite · 128 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2010 · D/A · $124,308,010 sold of Indefinite · 102 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2009 · D/A · $61,740,263 sold of Indefinite · 67 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $239M from 128 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Global Natural Resources Partners, L.P.

Stamford, CT · Aug 11, 2009 → Sep 24, 2013 · 6 filings
  • Sep 24, 2013 · D/A · $1,609,622,757 sold of Indefinite · 579 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 1, 2012 · D/A · $1,605,261,409 sold of Indefinite · 579 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2011 · D/A · $1,583,344,726 sold of Indefinite · 579 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2010 · D/A · $1,515,580,430 sold of Indefinite · 565 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jul 29, 2010 · D/A · $1,476,622,430 sold of Indefinite · 565 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Aug 11, 2009 · D/A · $1,272,368,692 sold of Indefinite · 514 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $1.67B from 610 investors as of the latest filing. Daniel is listed as executive officer, director on 6 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Opportunity Trust, L.P.

Stamford, CT · Oct 22, 2009 → Sep 24, 2013 · 5 filings
  • Sep 24, 2013 · D/A · $197,222,729 sold of Indefinite · 249 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 1, 2012 · D/A · $163,876,450 sold of Indefinite · 208 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2011 · D/A · $163,708,450 sold of Indefinite · 205 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2010 · D/A · $161,685,670 sold of Indefinite · 200 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 22, 2009 · D/A · $161,685,670 sold of Indefinite · 200 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $209.2M from 254 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Pan-Asia Pacific, L.P.

Stamford, CT · Oct 22, 2009 → Sep 24, 2013 · 5 filings
  • Sep 24, 2013 · D/A · $125,416,251 sold of Indefinite · 64 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 1, 2012 · D/A · $125,416,251 sold of Indefinite · 64 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2011 · D/A · $124,259,251 sold of Indefinite · 64 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2010 · D/A · $107,376,251 sold of Indefinite · 62 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 22, 2009 · D/A · $62,974,240 sold of Indefinite · 55 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $125.4M from 64 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton QP European Partners, L.P.

Stamford, CT · Oct 22, 2009 → Sep 24, 2013 · 5 filings
  • Sep 24, 2013 · D/A · $300,508,008 sold of Indefinite · 131 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 1, 2012 · D/A · $291,790,897 sold of Indefinite · 128 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2011 · D/A · $290,273,048 sold of Indefinite · 127 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2010 · D/A · $286,923,048 sold of Indefinite · 124 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 22, 2009 · D/A · $286,923,048 sold of Indefinite · 124 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $330.1M from 141 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Small Cap & Mid Cap Partners, L.P.

Stamford, CT · Oct 22, 2009 → Sep 24, 2013 · 5 filings
  • Sep 24, 2013 · D/A · $874,242,710 sold of Indefinite · 136 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 1, 2012 · D/A · $832,309,710 sold of Indefinite · 128 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2011 · D/A · $783,114,710 sold of Indefinite · 125 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2010 · D/A · $750,158,710 sold of Indefinite · 115 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 22, 2009 · D/A · $566,374,469 sold of Indefinite · 106 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $894.6M from 144 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Strategic Value Partners, L.P.

Stamford, CT · Oct 22, 2009 → Sep 24, 2013 · 5 filings
  • Sep 24, 2013 · D/A · $329,234,052 sold of Indefinite · 99 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the Managing General Partner) EDGAR ↗
  • Oct 1, 2012 · D/A · $3,288,327,853 sold of Indefinite · 98 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the Managing General Partner) EDGAR ↗
  • Sep 30, 2011 · D/A · $216,768,041 sold of Indefinite · 80 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Sep 30, 2010 · D/A · $216,768,041 sold of Indefinite · 80 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 22, 2009 · D/A · $216,768,041 sold of Indefinite · 80 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $3.29B from 107 investors as of the latest filing. Daniel is listed as executive officer, director on 5 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Opportunity International, L.P.

Stamford, CT · Mar 15, 2010 → Nov 13, 2012 · 4 filings
  • Nov 13, 2012 · D/A · $469,308,376 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2011 · D/A · $468,848,683 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Nov 10, 2010 · D/A · $468,848,683 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Mar 15, 2010 · D/A · $468,682,530 sold of Indefinite · 3 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $469.3M from 3 investors as of the latest filing. Daniel is listed as executive officer, director on 4 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Small Cap Focus Fund, L.P.

Stamford, CT · May 13, 2010 → Oct 5, 2012 · 4 filings
  • Oct 5, 2012 · D/A · $10,420,767 sold of Indefinite · 19 investors · min. $10,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $8,778,328 sold of Indefinite · 19 investors · min. $10,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 5, 2010 · D/A · $5,415,000 sold of Indefinite · 18 investors · min. $10,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • May 13, 2010 · D · $5,315,000 sold of Indefinite · 18 investors · min. $10,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗

Raised $10.4M from 19 investors as of the latest filing. Daniel is listed as executive officer, director on 4 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Hedged U.S. Equities, L.P.

Stamford, CT · Jan 14, 2011 → Jan 17, 2012 · 2 filings
  • Jan 17, 2012 · D/A · $44,136,730 sold of Indefinite · 51 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jan 14, 2011 · D · $33,852,955 sold of Indefinite · 46 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗

Raised $44.1M from 51 investors as of the latest filing. Daniel is listed as executive officer, director on 2 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Global Partners, L.P.

Stamford, CT · Oct 26, 2009 → Oct 5, 2011 · 3 filings
  • Oct 5, 2011 · D/A · $119,574,233 sold of Indefinite · 61 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 5, 2010 · D/A · $119,574,233 sold of Indefinite · 59 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2009 · D/A · $119,574,233 sold of Indefinite · 59 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $119.6M from 61 investors as of the latest filing. Daniel is listed as executive officer, director on 3 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Global Natural Resources International III, L.P.

Stamford, CT · May 16, 2011
  • May 16, 2011 · D · $40,001,000 sold of Indefinite · 1 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗

Raised $40M from 1 investor as of the latest filing. Daniel is listed as executive officer, director.

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.

Pooled Investment Fund · group: Chilton

Chilton Core Equities, L.P.

Stamford, CT · Jan 14, 2010 → Jan 14, 2011 · 3 filings
  • Jan 14, 2011 · D/A · $6,617,358 sold of Indefinite · 7 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 5, 2010 · D/A · $6,617,358 sold of Indefinite · 7 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jan 14, 2010 · D · $2,730,000 sold of Indefinite · 5 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $16.2M from 10 investors as of the latest filing. Daniel is listed as executive officer, director on 3 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Global Credit Opportunities Master Fund, L.P.

Stamford, CT · Mar 15, 2010 → Nov 10, 2010 · 2 filings
  • Nov 10, 2010 · D/A · $52,008,351 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Mar 15, 2010 · D/A · $50,186,773 sold of Indefinite · 7 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $60.1M from 7 investors as of the latest filing. Daniel is listed as executive officer, director on 2 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Global Balanced, L.P.

Stamford, CT · Jan 14, 2010 → Oct 5, 2010 · 2 filings
  • Oct 5, 2010 · D/A · $4,617,358 sold of Indefinite · 7 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jan 14, 2010 · D · $2,730,000 sold of Indefinite · 5 investors · min. $1,000 · role: Director, Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $9.45M from 8 investors as of the latest filing. Daniel is listed as executive officer, director on 2 filings for this deal.

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.

Pooled Investment Fund · group: Chilton

Chilton Global Credit Opportunities, L.P.

Stamford, CT · Oct 26, 2009 → Sep 30, 2010 · 2 filings
  • Sep 30, 2010 · D/A · $26,842,038 sold of Indefinite · 12 investors · min. $1,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Oct 26, 2009 · D/A · $26,842,038 sold of Indefinite · 12 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗

Raised $42.7M from 17 investors as of the latest filing. Daniel is listed as executive officer, director on 2 filings for this deal.

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.

People around Daniel 22

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

Management entity

Chilton Investment Company, Inc.

Promoter · 106 shared filings (26 issuers) · also on 18 other issuers

Chilton Investment Company, Inc. is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

Richard L. Chilton

Director, Executive Officer · 106 shared filings (26 issuers) · also on 32 other issuers

Richard L. Chilton is on 58 issuers in total — a repeat sponsor. Their page lists every one.

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

Jonathan M. Wainwright

Director, Executive Officer · 106 shared filings (26 issuers) · also on 26 other issuers

Jonathan M. Wainwright is on 52 issuers in total — a repeat sponsor. Their page lists every one.

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

James Steinthal

Executive Officer, Director · 106 shared filings (26 issuers) · also on 22 other issuers

James Steinthal is on 48 issuers in total — a repeat sponsor. Their page lists every one.

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

Kenneth B. Chiang

Executive Officer · 106 shared filings (26 issuers) · also on 2 other issuers

Kenneth B. Chiang is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

Colleen Ferguson

Director, Executive Officer · 106 shared filings (26 issuers)

Colleen Ferguson is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

Leigh Goehring

Executive Officer · 106 shared filings (26 issuers)

Leigh Goehring is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

Patricia Mallon

Director, Executive Officer · 106 shared filings (26 issuers) · also on 22 other issuers

Patricia Mallon is on 48 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael W. Clark

Director, Executive Officer · 106 shared filings (26 issuers) · also on 1 other issuer

Michael W. Clark is on 27 issuers in total — a repeat sponsor. Their page lists every one.

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

Jennifer Foster

Director, Executive Officer · 106 shared filings (26 issuers) · also on 1 other issuer

Jennifer Foster is on 27 issuers in total — a repeat sponsor. Their page lists every one.

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

James Henderson

Director, Executive Officer · 106 shared filings (26 issuers) · also on 1 other issuer

James Henderson is on 27 issuers in total — a repeat sponsor. Their page lists every one.

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

Bradley Adams

Executive Officer · 105 shared filings (26 issuers)

Bradley Adams is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

Jerry Goersch

Executive Officer · 93 shared filings (26 issuers)

Jerry Goersch is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

James Bosek

Executive Officer · 59 shared filings (25 issuers)

James Bosek is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

Alexander C. Frank

Executive Officer · 38 shared filings (24 issuers) · also on 2 other issuers

Alexander C. Frank is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

David Green

Executive Officer · 36 shared filings (19 issuers)

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

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

Christopher H.A. Denny

Executive Officer · 24 shared filings (23 issuers)

Christopher H.A. Denny is on 23 issuers in total — a repeat sponsor. Their page lists every one.

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

Elizabeth S. Urdang

Executive Officer · 22 shared filings (22 issuers)

Elizabeth S. Urdang is on 22 issuers in total — a repeat sponsor. Their page lists every one.

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

Dale Thompson

Executive Officer, Director · 21 shared filings (21 issuers)

Dale Thompson is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

Harry Curtis

Executive Officer · 14 shared filings (14 issuers)

Harry Curtis is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Norman B. Champ III

Director, Executive Officer · 11 shared filings (11 issuers) · also on 1 other issuer

Norman B. Champ III is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert B. Williamson

Executive Officer · 3 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Daniel Szemis. Their page shows their other deals.

The team behind the deals

Sponsor group

Chilton

59 issuers · 394 filings · $25.24B reported sold · 2009–2026

One team, 59 deal companies. Daniel Szemis is listed on 26 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 Daniel Szemis.

Same business address

27 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. 26 of the 26 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Redwood Peak Opportunities Fund, L.P., Chilton Small Cap & Mid Cap Partners, L.P., Chilton Investment Partners, L.P., Chilton Opportunity Trust, L.P., Chilton QP European Partners, L.P., Chilton Global Credit Opportunities, L.P., Chilton Core Equities, L.P., Chilton Strategic Value Partners, L.P., Chilton International, L.P., Chilton Small Cap & Mid Cap International, L.P., Chilton Global Balanced, L.P., Chilton Global Natural Resources Partners, L.P., Chilton Global Natural Resources Long Opportunities, L.P., Chilton Global Credit Opportunities Master Fund, L.P., Chilton China Opportunities Master Fund, L.P., Chilton ERISA International, L.P., Chilton European International, L.P., Chilton Pan-Asia Pacific Master Fund, L.P., CHILTON MULTI-STRATEGY FUND LP, Chilton Global Natural Resources Partners II, L.P., Chilton Pan-Asia Pacific, L.P., Chilton Opportunity International, L.P., Chilton Small Cap Focus Fund, L.P., Chilton Hedged U.S. Equities, L.P., Chilton Global Partners, L.P., Chilton Global Natural Resources International III, 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 Daniel Szemis 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 26 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Daniel Szemis is listed on: none on file. No website or social profile named in Chilton International, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #267,968 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 (Stamford, CT). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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