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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:31 AM ET

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David A. Lyons

Named as an officer, director or promoter on SEC Form D filings · VA · Jun 28, 2011 → May 29, 2026

48deals (issuers)
$1.4Breported sold
1,355investors
80Form D filings
2011–2026years on file
Follow this personLook further ↓PDF

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

The short version

David A. Lyons is listed as an executive officer, director, and promoter on 80 SEC Form D filings by 48 issuers between Jun 2011 and May 2026. Largest by amount reported sold: Bespoke Capital Strategies, L.P. - Series Tax-Exempt Global Equity (Richmond, VA — pooled investment fund — 2023–2025; $159.2M reported sold to 32 investors), Bespoke Capital Strategies, L.P. (Richmond, VA — pooled investment fund — 2014–2016; $90.2M reported sold to 36 investors), Bespoke Capital Strategies, L.P. - Series Tax-Exempt Hedged Equity (Richmond, VA — pooled investment fund — 2023–2025; $76.4M reported sold to 41 investors), Bespoke Private Strategies, LP. - Series Tax Exempt 2022 (Richmond, VA — pooled investment fund — 2023; $73.1M reported sold to 37 investors), Bespoke Private Strategies, L.P. - Series Tax Exempt 2021 (Richmond, VA — pooled investment fund — 2023; $66.8M reported sold to 37 investors) and 43 more (all listed below).

What this means That is a lot of deals — 48 separate companies raised money with this person listed as executive officer, director, and promoter, over about 15 years. Across those companies the filings report $1.4B sold in total.

Listed alongside Austin Brockenbrough, III (80 shared filings), Charles M. Caravati, III (80 shared filings), Christopher J. Dion (77 shared filings), Lowe, Brockenbrough & Company, Inc. (77 shared filings, management entity), Matthew P. Shaia (77 shared filings) and 8 others.

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

All 48 issuers belong to the sponsor group Bespoke (48 issuers, $1.4B reported sold, 2011–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Bespoke has 48 companies on file and $1.4B 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) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 80 public filings for David A. Lyons and found 4 differences, 1 worth asking the sponsor about: 13 Form Ds were filed more than 15 days after the first sale; 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 David A. Lyons has not run yet — it is joining a line of 55,794 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, 2:15 AM ET.

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

2. Regulatory actions

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

What was searched

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

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

2 cases: 2 closed (disposition not in docket feed)

David J. Lyons closed
United States Bankruptcy Court, E.D. Virginia · No. 00-80742 · Filed Jul 13, 2000 · Closed Oct 30, 2000
Role of David J. Lyons: Debtor · Outcome: Case closed 2000-10-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 218 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (VA); middle initial differs
David R. Lyons closed
United States Bankruptcy Court, E.D. Virginia · No. 98-26812 · Filed Sep 15, 1998 · Closed Jan 5, 1999
Role of David R. Lyons: Debtor · Outcome: Case closed 1999-01-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 218 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (VA); middle initial differs
What was searched

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

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

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

4. Differences between public sources

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

4 differences found between the filings for David A. Lyons — 1 worth asking about (compared the newest 50 of 80 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jan 1, 2014 – Dec 20, 2023

13 Form Ds were filed more than 15 days after the first sale

Form D filed 3,640 days after the first sale — Bespoke Capital Strategies, L.P. - Series Taxable Absolute Strategies · Form D filed 3,639 days after the first sale — Bespoke Capital Strategies, L.P. - Series Tax-Exempt Fixed Income Strategies · Form D filed 3,639 days after the first sale — Bespoke Capital Strategies, L.P. - Series Tax-Exempt Absolute Strategies · Form D filed 3,639 days after the first sale — Bespoke Capital Strategies, L.P. - Series Tax-Exempt Global Equity · Form D filed 3,639 days after the first sale — Bespoke Capital Strategies, L.P. - Series Tax-Exempt Hedged Equity · and 8 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Dec 20, 2023 ↗Bespoke Capital Strategies, L.P. - Series Taxable Absolute Strategies — PartnerFacts page ↗Form D · Dec 19, 2023 ↗Bespoke Capital Strategies, L.P. - Series Tax-Exempt Fixed Income Strategies — PartnerFacts page ↗
Sources
Note · Nov 7, 2014 – Feb 21, 2025

14 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 — Bespoke Private Strategies, L.P. - Series Taxable 2024 (latest filing Feb 21, 2025) · No amendment in the last 12 months on an offering that may still be open — Bespoke Private Strategies, L.P. - Series Tax Exempt 2024 (latest filing Feb 21, 2025) · No amendment in the last 12 months on an offering that may still be open — Bespoke Private Strategies, L.P. - Series Taxable QP 2024 (latest filing Feb 21, 2025) · No amendment in the last 12 months on an offering that may still be open — Bespoke Private Strategies, L.P. - Series Tax Exempt QP 2024 (latest filing Feb 21, 2025) · No amendment in the last 12 months on an offering that may still be open — Bespoke Private Strategies, L.P. - Series Taxable 2023 (latest filing Jan 24, 2024) · and 9 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.

Form D/A · Feb 21, 2025 ↗Bespoke Private Strategies, L.P. - Series Taxable 2024 — PartnerFacts page ↗Form D/A · Feb 21, 2025 ↗Bespoke Private Strategies, L.P. - Series Tax Exempt 2024 — PartnerFacts page ↗
Sources
Note · Mar 14, 2023

Same name, different state: "David Lyons" (NY) is a separate record

This page covers filings where the address state is VA. A separate record, "David Lyons" with address state NY, is listed on 2 filings — most recently by NB Credit Opportunities Fund II LP (Mar 14, 2023). Both records have filings in the same period (Mar 14, 2023).

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

David Lyons (NY) — PartnerFacts page ↗Form D/A · Mar 14, 2023 ↗NB Credit Opportunities Fund II LP — PartnerFacts page ↗David A. Lyons (VA) — this page ↗
Sources
Note · May 23, 2013 – Apr 21, 2017

Same name, different state: "David Lyons" (CA) is a separate record

This page covers filings where the address state is VA. A separate record, "David Lyons" with address state CA, is listed on 4 filings — most recently by Peloton Technology, Inc. (Apr 21, 2017). Both records have filings in the same period (May 23, 2013 to Apr 21, 2017).

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

David Lyons (CA) — PartnerFacts page ↗Form D/A · Apr 21, 2017 ↗Peloton Technology, Inc. — PartnerFacts page ↗David A. Lyons (VA) — this page ↗
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 80 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 48 offerings report sales commissions; 0 report finder's fees; 3 report proceeds to related persons totalling $475,003. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 29, 2026 D
Bespoke Strategies Co-Investment Fund I, L.P.
File 021-585596
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2026 D
Bespoke Private Strategies, L.P. - Series Tax Exempt 2026
File 021-579826
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2026 D
Bespoke Private Strategies, L.P. - Series Taxable 2026
File 021-579827
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2026 D
Bespoke Private Strategies, L.P. - Series Taxable QP 2026
File 021-579828
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2026 D
Bespoke Private Strategies, L.P. - Series Tax Exempt QP 2026
File 021-579832
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D/A
Bespoke Capital Strategies, L.P. - Series Taxable Global Equity
File 021-500143
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D/A
Bespoke Capital Strategies, L.P. - Series Taxable Hedged Equity
File 021-500149
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D/A
Bespoke Capital Strategies, L.P. - Series Tax-Exempt Hedged Equity
File 021-500170
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D/A
Bespoke Capital Strategies, L.P. - Series Tax-Exempt Global Equity
File 021-500147
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D/A
Bespoke Capital Strategies, L.P. - Series Tax-Exempt Absolute Strategies
File 021-500154
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D/A
Bespoke Capital Strategies, L.P. - Series Tax-Exempt Fixed Income Strategies
File 021-500159
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D/A
Bespoke Capital Strategies, L.P. - Series Taxable Absolute Strategies
File 021-500227
$0$0$0None listed on this filingEDGAR ↗
Jun 6, 2025 D
Bespoke Private Strategies, L.P. - Series Taxable 2025
File 021-548305
$0$0$0None listed on this filingEDGAR ↗
Jun 6, 2025 D
Bespoke Private Strategies, L.P. - Series Taxable QP 2025
File 021-548310
$0$0$0None listed on this filingEDGAR ↗
Jun 6, 2025 D
Bespoke Private Strategies, L.P. - Series Tax-Exempt QP 2025
File 021-548313
$0$0$0None listed on this filingEDGAR ↗
Jun 6, 2025 D
Bespoke Private Strategies, L.P. - Series Tax-Exempt 2025
File 021-548321
$0$0$0None listed on this filingEDGAR ↗
Feb 21, 2025 D/A
Bespoke Private Strategies, L.P. - Series Tax Exempt QP 2024
File 021-505629
$0$0$0None listed on this filingEDGAR ↗
Feb 21, 2025 D/A
Bespoke Private Strategies, L.P. - Series Taxable QP 2024
File 021-505619
$0$0$0None listed on this filingEDGAR ↗
Feb 21, 2025 D/A
Bespoke Private Strategies, L.P. - Series Tax Exempt 2024
File 021-505610
$0$0$0None listed on this filingEDGAR ↗
Feb 21, 2025 D/A
Bespoke Private Strategies, L.P. - Series Taxable 2024
File 021-505614
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2024 D/A
Bespoke Private Strategies, L.P. - Series Tax Exempt QP 2023
File 021-471234
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2024 D/A
Bespoke Private Strategies, L.P. - Series Taxable QP 2023
File 021-471235
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2024 D/A
Bespoke Private Strategies, L.P. - Series Tax Exempt 2023
File 021-471225
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2024 D/A
Bespoke Private Strategies, L.P. - Series Taxable 2023
File 021-471237
$0$0$0None listed on this filingEDGAR ↗
Dec 4, 2023 D/A
Bespoke Private Strategies, L.P. - Tax-Exempt Credit Opportunities Series
File 021-498644
$0$0$0None listed on this filingEDGAR ↗
Dec 1, 2023 D
Bespoke Private Strategies, L.P. - Taxable Credit Opportunities Series
File 021-498642
$0$0$0None listed on this filingEDGAR ↗
Nov 22, 2023 D
Bespoke Private Strategies, LP. - Series Tax Exempt 2022
File 021-497912
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, LP. - Series Taxable 2022
File 021-497844
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, L.P. - Series Tax Exempt 2017
File 021-497852
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, L.P. - Series Taxable 2017
File 021-497889
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, L.P. - Series Tax Exempt 2021
File 021-497897
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, L P. - Series Taxable 2021
File 021-497904
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, L.P. - Series Tax Exempt 2014
File 021-497856
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, L.P. - Series Taxable 2014
File 021-497861
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, L.P. - Series Taxable 2015
File 021-497870
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, L.P. - Series Tax Exempt 2015
File 021-497874
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, L.P. - Series Taxable 2016
File 021-497883
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2023 D
Bespoke Private Strategies, L.P. - Series Tax Exempt 2016
File 021-497886
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2020 D/A
Bespoke Private Strategies, L.P. - Series Taxable 2020
File 021-354972
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2020 D/A
Bespoke Private Strategies, L.P. - Series Tax-Exempt 2020
File 021-354989
$0$0$0None listed on this filingEDGAR ↗
Jun 19, 2019 D
Bespoke Private Strategies, L.P. - Series Tax-Exempt 2019
File 021-342258
$0$0$0None listed on this filingEDGAR ↗
Jun 19, 2019 D
Bespoke Private Strategies, L.P. - Series Taxable 2019
File 021-342254
$0$0$0None listed on this filingEDGAR ↗
Oct 23, 2017 D
Bespoke Private Strategies, L.P. - Series Taxable 2018
File 021-297192
$0$0$0None listed on this filingEDGAR ↗
Oct 23, 2017 D
Bespoke Private Strategies, L.P. - Series Tax-Exempt 2018
File 021-297195
$0$0$0None listed on this filingEDGAR ↗
Dec 27, 2016 D/A
Bespoke Capital Strategies, L.P.
File 021-209656
$0$0$400,420 (est.)
Management fees paid to the IA for the year.
None listed on this filingEDGAR ↗
Dec 27, 2016 D
Bespoke Private Strategies, L.P. Vintage Year 2016
File 021-277044
$0$0$15,000 (est.)
Management fees paid to the IA for the next year.
None listed on this filingEDGAR ↗
Apr 14, 2015 D/A
Bespoke Private Strategies, L.P.
File 021-215038
$0$0$59,583 (est.)
Management fees paid to the IA.
None listed on this filingEDGAR ↗
Sep 29, 2011 D/A
LBC Real Estate Fund I, LP
File 021-161946
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 48

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

BS
Pooled Investment Fund · group: Bespoke

Bespoke Strategies Co-Investment Fund I, L.P.

Richmond, VA · May 29, 2026
  • May 29, 2026 · D · $36,475,000 sold of Indefinite · 67 investors · min. $50,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $36.5M from 67 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt QP 2026

Richmond, VA · Apr 9, 2026
  • Apr 9, 2026 · D · $14,460,000 sold of Indefinite · 14 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $14.5M from 14 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable QP 2026

Richmond, VA · Apr 9, 2026
  • Apr 9, 2026 · D · $11,887,500 sold of Indefinite · 14 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $11.9M from 14 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2026

Richmond, VA · Apr 9, 2026
  • Apr 9, 2026 · D · $7,187,500 sold of Indefinite · 14 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $7.19M from 14 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt 2026

Richmond, VA · Apr 9, 2026
  • Apr 9, 2026 · D · $19,450,000 sold of Indefinite · 19 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $19.4M from 19 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bespoke

Bespoke Capital Strategies, L.P. - Series Taxable Absolute Strategies

Richmond, VA · Dec 20, 2023 → Dec 19, 2025 · 3 filings
  • Dec 19, 2025 · D/A · $23,016,200 sold of Indefinite · 32 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2024 · D/A · $21,516,200 sold of Indefinite · 31 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 20, 2023 · D · $21,516,200 sold of Indefinite · 31 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $23M from 32 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bespoke

Bespoke Capital Strategies, L.P. - Series Tax-Exempt Absolute Strategies

Richmond, VA · Dec 19, 2023 → Dec 19, 2025 · 3 filings
  • Dec 19, 2025 · D/A · $56,843,700 sold of Indefinite · 40 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2024 · D/A · $41,743,700 sold of Indefinite · 37 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2023 · D · $38,933,700 sold of Indefinite · 35 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $56.8M from 40 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bespoke

Bespoke Capital Strategies, L.P. - Series Tax-Exempt Fixed Income Strategies

Richmond, VA · Dec 19, 2023 → Dec 19, 2025 · 3 filings
  • Dec 19, 2025 · D/A · $19,804,000 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2024 · D/A · $13,854,000 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2023 · D · $11,319,000 sold of Indefinite · 10 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $19.8M from 12 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bespoke

Bespoke Capital Strategies, L.P. - Series Taxable Global Equity

Richmond, VA · Dec 19, 2023 → Dec 19, 2025 · 3 filings
  • Dec 19, 2025 · D/A · $36,902,800 sold of Indefinite · 30 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2024 · D/A · $36,902,800 sold of Indefinite · 30 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2023 · D · $32,902,800 sold of Indefinite · 29 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $36.9M from 30 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bespoke

Bespoke Capital Strategies, L.P. - Series Tax-Exempt Hedged Equity

Richmond, VA · Dec 19, 2023 → Dec 19, 2025 · 3 filings
  • Dec 19, 2025 · D/A · $76,373,100 sold of Indefinite · 41 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2024 · D/A · $52,373,100 sold of Indefinite · 38 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2023 · D · $48,753,100 sold of Indefinite · 36 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $76.4M from 41 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bespoke

Bespoke Capital Strategies, L.P. - Series Tax-Exempt Global Equity

Richmond, VA · Dec 19, 2023 → Dec 19, 2025 · 3 filings
  • Dec 19, 2025 · D/A · $159,217,500 sold of Indefinite · 32 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2024 · D/A · $92,717,500 sold of Indefinite · 31 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2023 · D · $79,617,500 sold of Indefinite · 30 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $159.2M from 32 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bespoke

Bespoke Capital Strategies, L.P. - Series Taxable Hedged Equity

Richmond, VA · Dec 19, 2023 → Dec 19, 2025 · 3 filings
  • Dec 19, 2025 · D/A · $35,321,196 sold of Indefinite · 34 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2024 · D/A · $33,821,196 sold of Indefinite · 33 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 19, 2023 · D · $30,821,196 sold of Indefinite · 32 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $35.3M from 34 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax-Exempt 2025

Richmond, VA · Jun 6, 2025
  • Jun 6, 2025 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax-Exempt QP 2025

Richmond, VA · Jun 6, 2025
  • Jun 6, 2025 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable QP 2025

Richmond, VA · Jun 6, 2025
  • Jun 6, 2025 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2025

Richmond, VA · Jun 6, 2025
  • Jun 6, 2025 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable QP 2024

Richmond, VA · Feb 20, 2024 → Feb 21, 2025 · 3 filings
  • Feb 21, 2025 · D/A · $28,837,500 sold of Indefinite · 47 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Feb 20, 2024 · D/A · $16,912,500 sold of Indefinite · 25 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Feb 20, 2024 · D · $16,912,500 sold of Indefinite · 25 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $28.8M from 47 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt 2024

Richmond, VA · Feb 20, 2024 → Feb 21, 2025 · 2 filings
  • Feb 21, 2025 · D/A · $41,635,000 sold of Indefinite · 28 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Feb 20, 2024 · D · $38,535,000 sold of Indefinite · 21 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $41.6M from 28 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2024

Richmond, VA · Feb 20, 2024 → Feb 21, 2025 · 2 filings
  • Feb 21, 2025 · D/A · $4,552,500 sold of Indefinite · 21 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Feb 20, 2024 · D · $3,402,500 sold of Indefinite · 16 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $4.55M from 21 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt QP 2024

Richmond, VA · Feb 20, 2024 → Feb 21, 2025 · 2 filings
  • Feb 21, 2025 · D/A · $21,785,000 sold of Indefinite · 25 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Feb 20, 2024 · D · $20,535,000 sold of Indefinite · 23 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $21.8M from 25 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2023

Richmond, VA · Jan 19, 2023 → Jan 24, 2024 · 2 filings
  • Jan 24, 2024 · D/A · $3,362,500 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Jan 19, 2023 · D · $2,962,500 sold of Indefinite · 15 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $3.36M from 17 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt 2023

Richmond, VA · Jan 19, 2023 → Jan 24, 2024 · 3 filings
  • Jan 24, 2024 · D/A · $39,520,000 sold of Indefinite · 27 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Jan 19, 2023 · D/A · $34,750,000 sold of Indefinite · 23 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Jan 19, 2023 · D · $15,300,000 sold of Indefinite · 20 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $39.5M from 27 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable QP 2023

Richmond, VA · Jan 19, 2023 → Jan 24, 2024 · 2 filings
  • Jan 24, 2024 · D/A · $28,472,500 sold of Indefinite · 49 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Jan 19, 2023 · D · $15,772,500 sold of Indefinite · 31 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $28.5M from 49 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt QP 2023

Richmond, VA · Jan 19, 2023 → Jan 24, 2024 · 2 filings
  • Jan 24, 2024 · D/A · $26,480,000 sold of Indefinite · 26 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Jan 19, 2023 · D · $15,300,000 sold of Indefinite · 20 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $26.5M from 26 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Tax-Exempt Credit Opportunities Series

Richmond, VA · Dec 1, 2023 → Dec 4, 2023 · 2 filings
  • Dec 4, 2023 · D/A · $13,315,000 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 1, 2023 · D · $13,315,000 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $13.3M from 13 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Taxable Credit Opportunities Series

Richmond, VA · Dec 1, 2023
  • Dec 1, 2023 · D · $1,300,000 sold of Indefinite · 5 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $1.3M from 5 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, LP. - Series Tax Exempt 2022

Richmond, VA · Nov 22, 2023
  • Nov 22, 2023 · D · $73,125,000 sold of Indefinite · 37 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $73.1M from 37 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L P. - Series Taxable 2021

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $29,835,000 sold of Indefinite · 56 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $29.8M from 56 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt 2021

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $66,795,000 sold of Indefinite · 37 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $66.8M from 37 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2017

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $9,105,000 sold of Indefinite · 39 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $9.11M from 39 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt 2016

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $26,310,000 sold of Indefinite · 22 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $26.3M from 22 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2016

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $5,995,000 sold of Indefinite · 28 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $6M from 28 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt 2015

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $23,225,000 sold of Indefinite · 14 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $23.2M from 14 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2015

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $4,370,000 sold of Indefinite · 22 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $4.37M from 22 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2014

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $2,930,000 sold of Indefinite · 19 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $2.93M from 19 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt 2014

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $24,935,000 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $24.9M from 12 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax Exempt 2017

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $27,910,000 sold of Indefinite · 27 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $27.9M from 27 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, LP. - Series Taxable 2022

Richmond, VA · Nov 21, 2023
  • Nov 21, 2023 · D · $36,860,000 sold of Indefinite · 67 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $36.9M from 67 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2020

Richmond, VA · Dec 6, 2019 → Dec 9, 2020 · 2 filings
  • Dec 9, 2020 · D/A · $15,275,000 sold of Indefinite · 46 investors · min. $250,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 6, 2019 · D · $9,880,000 sold of Indefinite · 29 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $15.3M from 46 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax-Exempt 2020

Richmond, VA · Dec 6, 2019 → Dec 9, 2020 · 2 filings
  • Dec 9, 2020 · D/A · $66,200,000 sold of Indefinite · 32 investors · min. $250,000 · role: Executive Officer (Managing Director) EDGAR ↗
  • Dec 6, 2019 · D · $64,825,000 sold of Indefinite · 26 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $66.2M from 32 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2019

Richmond, VA · Jun 19, 2019
  • Jun 19, 2019 · D · $9,905,000 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Managing Director) EDGAR ↗

Raised $9.9M from 38 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax-Exempt 2019

Richmond, VA · Jun 19, 2019
  • Jun 19, 2019 · D · $50,185,000 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (Managing Director) EDGAR ↗

Raised $50.2M from 32 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Tax-Exempt 2018

Richmond, VA · Oct 23, 2017
  • Oct 23, 2017 · D · $30,535,000 sold of Indefinite · 20 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $30.5M from 20 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. - Series Taxable 2018

Richmond, VA · Oct 23, 2017
  • Oct 23, 2017 · D · $8,455,000 sold of Indefinite · 30 investors · min. $100,000 · role: Executive Officer (Managing Director) EDGAR ↗

Raised $8.46M from 30 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P. Vintage Year 2016

Richmond, VA · Dec 27, 2016
  • Dec 27, 2016 · D · $30,950,000 sold of Indefinite · 44 investors · min. $50,000 · role: Executive Officer, Director (Managing Director, Chief Operating Officer and Member of the Executive Committee of the IA and Director of the GP) EDGAR ↗

Raised $30.9M from 44 investors as of the latest filing. David is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bespoke

Bespoke Capital Strategies, L.P.

Richmond, VA · Jan 9, 2014 → Dec 27, 2016 · 3 filings
  • Dec 27, 2016 · D/A · $90,232,000 sold of Indefinite · 36 investors · min. $750,000 · role: Executive Officer, Director (Managing Director, Chief Operating Officer and Member of the Executive Committee of the IA and Director of the GP) EDGAR ↗
  • Dec 23, 2014 · D/A · $70,200,000 sold of Indefinite · 33 investors · min. $750,000 · role: Executive Officer, Director (Managing Director, Chief Operating Officer and Member of the Executive Committee of the IA and Director of the GP) EDGAR ↗
  • Jan 9, 2014 · D · $36,437,000 sold of Indefinite · 22 investors · min. $750,000 · role: Executive Officer, Director (Managing Director, Chief Operating Officer and Member of the Executive Committee of the IA and Director of the GP) EDGAR ↗

Raised $90.2M from 36 investors as of the latest filing. David is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bespoke

Bespoke Private Strategies, L.P.

Richmond, VA · Apr 7, 2014 → Apr 14, 2015 · 2 filings
  • Apr 14, 2015 · D/A · $54,035,000 sold of Indefinite · 36 investors · min. $30,000 · role: Executive Officer, Director (Managing Director, Chief Operating Officer and Member of the Executive Committee of the IA and Director of the GP) EDGAR ↗
  • Apr 7, 2014 · D · $23,280,000 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer, Director (Managing Director, Chief Operating Officer and Member of the Executive Committee of the IA and Director of the GP) EDGAR ↗

Raised $54M from 36 investors as of the latest filing. David is listed as executive officer, director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LR
Pooled Investment Fund · group: Bespoke

LBC Real Estate Fund I, LP

Richmond, VA · Jun 28, 2011 → Sep 29, 2011 · 3 filings
  • Sep 29, 2011 · D/A · $10,152,500 sold of $20,000,000 · 54 investors · min. $100,000 · role: Executive Officer, Promoter (Member of LBC GP, LLC, General Partner of Issuer) EDGAR ↗
  • Aug 1, 2011 · D/A · $8,995,000 sold of $20,000,000 · 46 investors · min. $100,000 · role: Executive Officer, Promoter (Member of LBC GP, LLC, General Partner of Issuer) EDGAR ↗
  • Jun 28, 2011 · D · $0 sold of $20,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Promoter (Member of LBC GP, LLC, General Partner of Issuer) EDGAR ↗

Raised $10.2M from 54 investors (51% of the $20M target) as of the latest filing. David is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (2)

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

  • David Lyons — NY, 2 issuers, Mar 14, 2023 → Mar 14, 2023 · no shared issuer
  • David Lyons — CA, 1 issuer, May 23, 2013 → Apr 21, 2017 · no shared issuer

People around David 13

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

LB
Management entity

Lowe, Brockenbrough & Company, Inc.

Executive Officer, Promoter · 77 shared filings (47 issuers)

Lowe, Brockenbrough & Company, Inc. is on 47 issuers in total — a repeat sponsor. Their page lists every one.

BP
Management entity

Bespoke PS-GP, LLC

Promoter, Executive Officer · 60 shared filings (46 issuers)

Bespoke PS-GP, LLC is on 46 issuers in total — a repeat sponsor. Their page lists every one.

BC
Management entity

Bespoke CS-GP, LLC

Executive Officer, Promoter · 17 shared filings (8 issuers)

Bespoke CS-GP, LLC is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Austin Brockenbrough, III

Executive Officer, Promoter, Director · 80 shared filings (48 issuers)

Austin Brockenbrough, III is on 48 issuers in total — a repeat sponsor. Their page lists every one.

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

Charles M. Caravati, III

Executive Officer, Promoter, Director · 80 shared filings (48 issuers)

Charles M. Caravati, III is on 48 issuers in total — a repeat sponsor. Their page lists every one.

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

Matthew P. Shaia

Executive Officer, Director · 77 shared filings (47 issuers)

Matthew P. Shaia is on 47 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 J. Dion

Executive Officer, Director · 77 shared filings (47 issuers)

Christopher J. Dion is on 47 issuers in total — a repeat sponsor. Their page lists every one.

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

Rebecca H. Kovach

Executive Officer · 71 shared filings (44 issuers)

Rebecca H. Kovach is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

Walter S. Robertson

Executive Officer · 69 shared filings (42 issuers)

Walter S. Robertson is on 42 issuers in total — a repeat sponsor. Their page lists every one.

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

Christopher B. Culbertson

Executive Officer · 67 shared filings (40 issuers)

Christopher B. Culbertson is on 40 issuers in total — a repeat sponsor. Their page lists every one.

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

Page T. Reece

Director, Executive Officer · 12 shared filings (7 issuers)

Page T. Reece is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael E. McClure

Director, Executive Officer · 6 shared filings (5 issuers)

Michael E. McClure is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Virginia J. Atwood

Director · 2 shared filings (2 issuers)

Listed on the same filings as David A. Lyons. Their page shows their other deals.

The team behind the deals

B
Sponsor group

Bespoke

48 issuers · 80 filings · $1.4B reported sold · 2011–2026

One team, 48 deal companies. David A. Lyons is listed on 48 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 David A. Lyons.

Same business address

1 other issuer 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); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 47 of the 48 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Bespoke Strategies Co-Investment Fund I, L.P., Bespoke Private Strategies, L.P. - Series Tax Exempt QP 2026, Bespoke Private Strategies, L.P. - Series Taxable QP 2026, Bespoke Private Strategies, L.P. - Series Taxable 2026, Bespoke Private Strategies, L.P. - Series Tax Exempt 2026, Bespoke Capital Strategies, L.P. - Series Taxable Absolute Strategies, Bespoke Capital Strategies, L.P. - Series Tax-Exempt Absolute Strategies, Bespoke Capital Strategies, L.P. - Series Tax-Exempt Fixed Income Strategies, Bespoke Capital Strategies, L.P. - Series Taxable Global Equity, Bespoke Capital Strategies, L.P. - Series Tax-Exempt Hedged Equity, Bespoke Capital Strategies, L.P. - Series Tax-Exempt Global Equity, Bespoke Capital Strategies, L.P. - Series Taxable Hedged Equity, Bespoke Private Strategies, L.P. - Series Tax-Exempt 2025, Bespoke Private Strategies, L.P. - Series Tax-Exempt QP 2025, Bespoke Private Strategies, L.P. - Series Taxable QP 2025, Bespoke Private Strategies, L.P. - Series Taxable 2025, Bespoke Private Strategies, L.P. - Series Taxable QP 2024, Bespoke Private Strategies, L.P. - Series Tax Exempt QP 2024, Bespoke Private Strategies, L.P. - Series Taxable 2024, Bespoke Private Strategies, L.P. - Series Tax Exempt 2024, Bespoke Private Strategies, L.P. - Series Taxable 2023, Bespoke Private Strategies, L.P. - Series Taxable QP 2023, Bespoke Private Strategies, L.P. - Series Tax Exempt 2023, Bespoke Private Strategies, L.P. - Series Tax Exempt QP 2023, Bespoke Private Strategies, L.P. - Tax-Exempt Credit Opportunities Series, Bespoke Private Strategies, L.P. - Taxable Credit Opportunities Series, Bespoke Private Strategies, LP. - Series Tax Exempt 2022, Bespoke Private Strategies, L P. - Series Taxable 2021, Bespoke Private Strategies, L.P. - Series Tax Exempt 2021, Bespoke Private Strategies, L.P. - Series Taxable 2017, Bespoke Private Strategies, L.P. - Series Tax Exempt 2016, Bespoke Private Strategies, L.P. - Series Taxable 2016, Bespoke Private Strategies, L.P. - Series Tax Exempt 2015, Bespoke Private Strategies, L.P. - Series Taxable 2015, Bespoke Private Strategies, L.P. - Series Taxable 2014, Bespoke Private Strategies, L.P. - Series Tax Exempt 2014, Bespoke Private Strategies, L.P. - Series Tax Exempt 2017, Bespoke Private Strategies, LP. - Series Taxable 2022, Bespoke Private Strategies, L.P. - Series Tax-Exempt 2020, Bespoke Private Strategies, L.P. - Series Taxable 2020, Bespoke Private Strategies, L.P. - Series Taxable 2019, Bespoke Private Strategies, L.P. - Series Tax-Exempt 2019, Bespoke Private Strategies, L.P. - Series Tax-Exempt 2018, Bespoke Private Strategies, L.P. - Series Taxable 2018, Bespoke Capital Strategies, L.P., Bespoke Private Strategies, L.P. Vintage Year 2016, Bespoke Private Strategies, 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 David A. Lyons 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 48 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David A. Lyons is listed on: none on file. No website or social profile named in Bespoke Capital Strategies, L.P. - Series Tax-Exempt Global Equity's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #49,154 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 (Richmond, VA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Virginia state courts — find the court ↗

Securities regulators

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

Business registries

Virginia Secretary of State business search ↗OpenCorporates ↗

Change history

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