PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:43 AM ET

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DAVID H. MORSE

Named as an officer, director or promoter on SEC Form D filings · NY · Dec 1, 2011 → Nov 5, 2015

19deals (issuers)
$6.7Breported sold
1,488investors
39Form D filings
2011–2015years on file
Follow this personLook further ↓PDF

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

The short version

DAVID H. MORSE is listed as an executive officer on 39 SEC Form D filings by 19 issuers between Dec 2011 and Aug 2025. Largest by amount reported sold: NB Private Debt Fund V (A) LP (New York, NY — pooled investment fund — 2023–2025; $1.25B reported sold to 144 investors), NB Credit Opportunities Fund II LP (New York, NY — pooled investment fund — 2022; $673M reported sold to 161 investors), NB Strategic Co-Investment Partners III LP (New York, NY — pooled investment fund — 2015; $652.6M reported sold to 115 investors), NB Private Debt Fund LP (New York, NY — pooled investment fund — 2014–2016; $620.9M reported sold to 60 investors), NB Private Debt Fund IV (A) LP (New York, NY — pooled investment fund — 2020–2021; $618M reported sold to 64 investors) and 14 more (all listed below).

What this means That is a lot of deals — 19 separate companies raised money with this person listed as executive officer, over about 14 years. Across those companies the filings report $6.7B sold in total.

Listed alongside Anthony Tutrone (39 shared filings), D. BROCK WILLIAMS (22 shared filings), David Stonberg (22 shared filings), Michael Kramer (22 shared filings), Joana Rocha Scaff (20 shared filings) and 11 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 19 issuers belong to the sponsor group Blue Owl (414 issuers, $170.47B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Blue Owl has 414 companies on file and $170.47B 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 39 public filings for DAVID H. MORSE and found 13 differences, 5 worth asking the sponsor about: Amount sold went down between filings; Paid seller listed without a CRD number: Mirae Asset Securities Co., Ltd; 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 H. MORSE has not run yet — it is joining a line of 59,750 names; searches run around the clock at the hosts' allowed rate. Searched so far: 679 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, 2:24 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 H. MORSE..

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 I. Morse and Linda O. Morse closed
United States Bankruptcy Court, N.D. New York · No. 19-60237 · Filed Feb 28, 2019 · Closed Jun 19, 2019
Role of David I. Morse and Linda O. Morse: Debtor · Outcome: Case closed 2019-06-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 105 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
David E. Morse closed
United States Bankruptcy Court, W.D. New York · No. 1-03-19409 · Filed Dec 22, 2003 · Closed Nov 2, 2005
Role of David E. Morse: Debtor · Outcome: Case closed 2005-11-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 105 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY); 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, 2:24 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

13 differences found between the filings for DAVID H. MORSE — 5 worth asking about (compared 39 filings on Oct 24, 2026)

Note · Sep 16, 2010 – Feb 25, 2014

Bankruptcy case: Neuberger Berman LLC v. Fridator Trust — filed Sep 16, 2010

United States Bankruptcy Court, S.D. New York docket "Neuberger Berman LLC v. Fridator Trust" filed Sep 16, 2010, closed Feb 25, 2014. NEUBERGER BERMAN STRATEGIC CO-INVESTMENT II LP (related issuer) is listed as Party ("Neuberger Berman LLC v. Fridator Trust"). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, S.D. New York ↗NEUBERGER BERMAN STRATEGIC CO-INVESTMENT II LP — PartnerFacts page ↗
Sources
Note · Sep 16, 2010 – Jun 26, 2013

Bankruptcy case: Neuberger Berman LLC v. Brown Brothers Harriman & Co. — filed Sep 16, 2010

United States Bankruptcy Court, S.D. New York docket "Neuberger Berman LLC v. Brown Brothers Harriman & Co." filed Sep 16, 2010, closed Jun 26, 2013. NEUBERGER BERMAN STRATEGIC CO-INVESTMENT II LP (related issuer) is listed as Party ("Neuberger Berman LLC v. Brown Brothers Harriman & Co."). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, S.D. New York ↗NEUBERGER BERMAN STRATEGIC CO-INVESTMENT II LP — PartnerFacts page ↗
Sources
Note · Jun 1, 2009 – Jun 23, 2011

Bankruptcy case: Neuberger Berman, LLC v. PNC Bank, National Association — filed Jun 1, 2009

United States Bankruptcy Court, S.D. New York docket "Neuberger Berman, LLC v. PNC Bank, National Association" filed Jun 1, 2009, closed Jun 23, 2011. NEUBERGER BERMAN STRATEGIC CO-INVESTMENT II LP (related issuer) is listed as Party ("Neuberger Berman, LLC v. PNC Bank, National Association"). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, S.D. New York ↗NEUBERGER BERMAN STRATEGIC CO-INVESTMENT II LP — PartnerFacts page ↗
Sources
Worth asking · Sep 14, 2012 – Feb 15, 2013

Amount sold went down between filings — NB STRATEGIC CO-INVESTMENT CAYMAN PARTNERS II LP

The Sep 14, 2012 filing says $360,900,000 sold; the Feb 15, 2013 Form D/A says $351,900,000 sold — $9,000,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Sep 14, 2012 ↗Form D/A (later) · Feb 15, 2013 ↗NB STRATEGIC CO-INVESTMENT CAYMAN PARTNERS II LP — PartnerFacts page ↗
Sources
Worth asking · Aug 26, 2025

Paid seller listed without a CRD number: Mirae Asset Securities Co., Ltd. — NB Private Debt Fund V Offshore Feeder (C) LP

Mirae Asset Securities Co., Ltd. is listed as receiving sales compensation on 1 filing (Aug 26, 2025) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Aug 26, 2025 ↗BrokerCheck search: Mirae Asset Securities Co., Ltd. ↗NB Private Debt Fund V Offshore Feeder (C) LP — PartnerFacts page ↗
Sources
Worth asking · Aug 26, 2025

Paid seller listed without a CRD number: Shinyoung Securities Co., Ltd. — NB Private Debt Fund V Offshore Feeder (C) LP

Shinyoung Securities Co., Ltd. is listed as receiving sales compensation on 1 filing (Aug 26, 2025) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Aug 26, 2025 ↗BrokerCheck search: Shinyoung Securities Co., Ltd. ↗NB Private Debt Fund V Offshore Feeder (C) LP — PartnerFacts page ↗
Sources
Worth asking · Jan 22, 2016

Paid seller listed without a CRD number: BFINANCE CANADA INC. — NB Private Debt Fund LP

BFINANCE CANADA INC. is listed as receiving sales compensation on 1 filing (Jan 22, 2016) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jan 22, 2016 ↗BrokerCheck search: BFINANCE CANADA INC. ↗NB Private Debt Fund LP — PartnerFacts page ↗
Sources
Note · Nov 18, 2011 – Aug 26, 2025

15 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 — NB Private Debt Fund V Offshore Feeder (C) LP (latest filing Aug 26, 2025) · No amendment in the last 12 months on an offering that may still be open — NB Private Debt Fund V (A) LP (latest filing Aug 26, 2025) · No amendment in the last 12 months on an offering that may still be open — NB Private Debt Fund IV (A) LP (latest filing Nov 3, 2021) · No amendment in the last 12 months on an offering that may still be open — NB Private Debt Fund IV Offshore Feeder (C) LP (latest filing Nov 3, 2021) · No amendment in the last 12 months on an offering that may still be open — NB Private Debt Fund II LP (latest filing Aug 9, 2016) · and 10 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 · Aug 26, 2025 ↗NB Private Debt Fund V Offshore Feeder (C) LP — PartnerFacts page ↗Form D/A · Aug 26, 2025 ↗NB Private Debt Fund V (A) LP — PartnerFacts page ↗
Sources
Worth asking · Mar 11, 2022 – Mar 14, 2023

DAVID H. MORSE is no longer listed on the Mar 14, 2023 amendment — NB Credit Opportunities Fund II LP

DAVID H. MORSE appears on the Mar 11, 2022 Form D/A (executive officer) but not on the Mar 14, 2023 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Mar 11, 2022 ↗Form D/A · Mar 14, 2023 ↗DAVID H. MORSE — PartnerFacts page ↗NB Credit Opportunities Fund II LP — PartnerFacts page ↗
Sources
Note · Jan 29, 2014 – Jan 22, 2016

Offering amount changed between filings — NB Private Debt Fund LP

The Jan 29, 2014 filing says an indefinite amount offered; the Jan 22, 2016 Form D/A says $620,870,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jan 29, 2014 ↗Form D/A (later) · Jan 22, 2016 ↗NB Private Debt Fund LP — PartnerFacts page ↗
Sources
Note · Dec 1, 2011 – Sep 14, 2012

DAVID H. MORSE is written 2 different ways on the filings

listed as "David H. Morse" on 20 filings (from Dec 1, 2011), and "David Morse" on 19 filings (from Sep 14, 2012).

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

Form D · Dec 1, 2011 ↗Form D · Sep 14, 2012 ↗DAVID H. MORSE — PartnerFacts page ↗
Sources
Note · May 23, 2014

Same name, different state: "David Morse" (TX) is a separate record

This page covers filings where the address state is NY. A separate record, "David Morse" with address state TX, is listed on 1 filing — most recently by MultiCam Holdings, LLC (May 23, 2014). Both records have filings in the same period (May 23, 2014).

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 Morse (TX) — PartnerFacts page ↗Form D · May 23, 2014 ↗MultiCam Holdings, LLC — PartnerFacts page ↗DAVID H. MORSE (NY) — this page ↗
Sources
Note · May 26, 2009 – Jan 25, 2012

Same name, different state: "DAVID MORSE" (CA) is a separate record

This page covers filings where the address state is NY. A separate record, "DAVID MORSE" with address state CA, is listed on 5 filings — most recently by Location Based Technologies, Inc. (Jan 25, 2012). Both records have filings in the same period (Dec 1, 2011 to Jan 25, 2012).

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 MORSE (CA) — PartnerFacts page ↗Form D/A · Jan 25, 2012 ↗Location Based Technologies, Inc. — PartnerFacts page ↗DAVID H. MORSE (NY) — 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. As of Oct 24, 2026.

5. Money to insiders

5 of 19 offerings report sales commissions totalling $6,902,750; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 26, 2025 D/A
NB Private Debt Fund V (A) LP
File 021-488158
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Aug 26, 2025 D/A
NB Private Debt Fund V Offshore Feeder (C) LP
File 021-488160
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗
Mirae Asset Securities Co., Ltd. no CRD number reported
Shinyoung Securities Co., Ltd. no CRD number reported		EDGAR ↗
Mar 11, 2022 D/A
NB Credit Opportunities Fund II LP
File 021-392177
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Nov 3, 2021 D/A
NB Private Debt Fund IV (A) LP
File 021-379338
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Nov 3, 2021 D/A
NB Private Debt Fund IV Offshore Feeder (C) LP
File 021-379339
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Jul 1, 2021 D
NBPD IV UISPV LLC
File 021-404928
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Aug 9, 2016 D/A
NB Private Debt Fund II LP
File 021-246161
$0$0$0None listed on this filingEDGAR ↗
Jan 22, 2016 D/A
NB Private Debt Fund LP
File 021-210927
$60,000$0$0BFINANCE CANADA INC. no CRD number reportedEDGAR ↗
Nov 5, 2015 D/A
NB Strategic Co-Investment Partners III LP
File 021-246662
$3,931,875$0$0BARCLAYS CAPITAL INC. BrokerCheck CRD 19714 ↗
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗		EDGAR ↗
Nov 5, 2015 D/A
NB Strategic Co-Investment Partners III-B LP
File 021-246663
$2,654,875$0$0BARCLAYS CAPITAL INC. BrokerCheck CRD 19714 ↗
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗
UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗		EDGAR ↗
Nov 5, 2015 D/A
NB Strategic Co-Investment Cayman Partners III LP
File 021-246660
$194,750$0$0CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗
UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗
BARCLAYS CAPITAL INC. BrokerCheck CRD 19714 ↗		EDGAR ↗
Aug 28, 2015 D
NB Strategic Co-Investment Partners III-C LP
File 021-246664
$0$0$0None listed on this filingEDGAR ↗
Aug 28, 2015 D
NB Strategic Co-Investment Cayman Partners III-B LP
File 021-246659
$61,250$0$0CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
Jan 29, 2014 D
NB Private Debt Fund B LP
File 021-210926
$0$0$0None listed on this filingEDGAR ↗
Feb 15, 2013 D/A
NB STRATEGIC CO-INVESTMENT CAYMAN PARTNERS II LP
File 021-169442
$0$0$0None listed on this filingEDGAR ↗
Feb 15, 2013 D/A
NB STRATEGIC CO-INVESTMENT PARTNERS II LP
File 021-169443
$0$0$0BARCLAYS CAPITAL INC. BrokerCheck CRD 19714 ↗
UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗		EDGAR ↗
Feb 15, 2013 D/A
NB STRATEGIC CO-INVESTMENT PARTNERS II-B LP
File 021-178494
$0$0$0BARCLAYS CAPITAL INC. BrokerCheck CRD 19714 ↗
UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗		EDGAR ↗
Feb 15, 2013 D/A
NB STRATEGIC CO-INVESTMENT CAYMAN PARTNERS II-B LP
File 021-184160
$0$0$0UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗
CREDIT SUISSE SECURITIES (USA) LLC BrokerCheck CRD 816 ↗
BARCLAYS CAPITAL INC. BrokerCheck CRD 19714 ↗		EDGAR ↗
Feb 15, 2013 D
NEUBERGER BERMAN STRATEGIC CO-INVESTMENT II LP
File 021-191954
$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 19

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

NP
Pooled Investment Fund · group: Blue Owl

NB Private Debt Fund V Offshore Feeder (C) LP

New York, NY · Jul 28, 2023 → Aug 26, 2025 · 3 filings
  • Aug 26, 2025 · D/A · $495,153,000 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Jul 26, 2024 · D/A · $206,448,000 sold of Indefinite · 67 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Jul 28, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗

Raised $495.2M from 106 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.

NP
Pooled Investment Fund · group: Blue Owl

NB Private Debt Fund V (A) LP

New York, NY · Jul 28, 2023 → Aug 26, 2025 · 3 filings
  • Aug 26, 2025 · D/A · $1,245,285,000 sold of Indefinite · 144 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Jul 26, 2024 · D/A · $495,035,000 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Jul 28, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗

Raised $1.25B from 144 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.

NC
Pooled Investment Fund · group: Blue Owl

NB Credit Opportunities Fund II LP

New York, NY · Mar 11, 2022
  • Mar 11, 2022 · D/A · $450,675,000 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗

Raised $673M from 161 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.

NP
Pooled Investment Fund · group: Blue Owl

NB Private Debt Fund IV (A) LP

New York, NY · Oct 30, 2020 → Nov 3, 2021 · 2 filings
  • Nov 3, 2021 · D/A · $617,950,000 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Oct 30, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗

Raised $618M from 64 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.

NP
Pooled Investment Fund · group: Blue Owl

NB Private Debt Fund IV Offshore Feeder (C) LP

New York, NY · Oct 30, 2020 → Nov 3, 2021 · 2 filings
  • Nov 3, 2021 · D/A · $122,400,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Oct 30, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗

Raised $122.4M from 27 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.

NU
Pooled Investment Fund · group: Blue Owl

NBPD IV UISPV LLC

New York, NY · Jul 1, 2021
  • Jul 1, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (of the Issuer's Sole Member) 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.

NP
Pooled Investment Fund · group: Blue Owl

NB Private Debt Fund II LP

New York, NY · Aug 20, 2015 → Aug 9, 2016 · 2 filings
  • Aug 9, 2016 · D/A · $402,250,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 20, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $402.3M from 22 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.

NP
Pooled Investment Fund · group: Blue Owl

NB Private Debt Fund LP

New York, NY · Jan 29, 2014 → Jan 22, 2016 · 2 filings
  • Jan 22, 2016 · D/A · $620,870,000 sold of $620,870,000 · 60 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 29, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $620.9M from 60 investors (100% of the $620.9M target) 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.

NS
Pooled Investment Fund · group: Blue Owl

NB Strategic Co-Investment Cayman Partners III LP

New York, NY · Aug 28, 2015 → Nov 5, 2015 · 2 filings
  • Nov 5, 2015 · D/A · $403,200,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 28, 2015 · D · $237,200,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $403.2M 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.

NS
Pooled Investment Fund · group: Blue Owl

NB Strategic Co-Investment Partners III-B LP

New York, NY · Aug 28, 2015 → Nov 5, 2015 · 2 filings
  • Nov 5, 2015 · D/A · $220,175,000 sold of Indefinite · 378 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 28, 2015 · D · $80,700,000 sold of Indefinite · 95 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $220.2M from 378 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.

NS
Pooled Investment Fund · group: Blue Owl

NB Strategic Co-Investment Partners III LP

New York, NY · Aug 28, 2015 → Nov 5, 2015 · 2 filings
  • Nov 5, 2015 · D/A · $652,600,000 sold of Indefinite · 115 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 28, 2015 · D · $452,500,000 sold of Indefinite · 95 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $652.6M from 115 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.

NS
Pooled Investment Fund · group: Blue Owl

NB Strategic Co-Investment Partners III-C LP

New York, NY · Aug 28, 2015
  • Aug 28, 2015 · D · $150,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $150M from 1 investor 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.

NS
Pooled Investment Fund · group: Blue Owl

NB Strategic Co-Investment Cayman Partners III-B LP

New York, NY · Aug 28, 2015
  • Aug 28, 2015 · D · $3,500,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.5M from 1 investor 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.

NP
Pooled Investment Fund · group: Blue Owl

NB Private Debt Fund B LP

New York, NY · Jan 29, 2014
  • Jan 29, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer 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.

NB
Pooled Investment Fund · group: Blue Owl

NEUBERGER BERMAN STRATEGIC CO-INVESTMENT II LP

New York, NY · Feb 15, 2013
  • Feb 15, 2013 · D · $60,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $60M from 1 investor 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.

NS
Pooled Investment Fund · group: Blue Owl

NB STRATEGIC CO-INVESTMENT PARTNERS II-B LP

New York, NY · May 18, 2012 → Feb 15, 2013 · 4 filings
  • Feb 15, 2013 · D/A · $103,129,600 sold of Indefinite · 230 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 11, 2012 · D/A · $91,979,600 sold of Indefinite · 192 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 14, 2012 · D/A · $66,529,600 sold of Indefinite · 146 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 18, 2012 · D · $31,950,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $103.1M from 230 investors as of the latest filing. David is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

NS
Pooled Investment Fund · group: Blue Owl

NB STRATEGIC CO-INVESTMENT PARTNERS II LP

New York, NY · Dec 1, 2011 → Feb 15, 2013 · 4 filings
  • Feb 15, 2013 · D/A · $564,650,000 sold of Indefinite · 125 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 3, 2013 · D/A · $505,800,000 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 14, 2012 · D/A · $306,900,000 sold of Indefinite · 63 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 1, 2011 · D · $16,100,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $564.6M from 125 investors as of the latest filing. David is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

NS
Pooled Investment Fund · group: Blue Owl

NB STRATEGIC CO-INVESTMENT CAYMAN PARTNERS II-B LP

Grand Cayman, Cayman Islands (as filed: E9) · Sep 14, 2012 → Feb 15, 2013 · 2 filings
  • Feb 15, 2013 · D/A · $7,050,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 14, 2012 · D · $4,600,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $7.05M from 10 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.

NS
Pooled Investment Fund · group: Blue Owl

NB STRATEGIC CO-INVESTMENT CAYMAN PARTNERS II LP

Grand Cayman, Cayman Islands (as filed: E9) · Dec 1, 2011 → Feb 15, 2013 · 3 filings
  • Feb 15, 2013 · D/A · $351,900,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 14, 2012 · D/A · $360,900,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 1, 2011 · D · $262,775,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $360.9M from 15 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.

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 MORSE — CA, 1 issuer, May 26, 2009 → Jan 25, 2012 · no shared issuer
  • David Morse — TX, 1 issuer, May 23, 2014 → May 23, 2014 · no shared issuer

People around David 16

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

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

Anthony Tutrone

Executive Officer · 39 shared filings (19 issuers) · also on 140 other issuers

Anthony Tutrone is on 159 issuers in total — a repeat sponsor. Their page lists every one.

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

David Stonberg

Executive Officer · 22 shared filings (10 issuers) · also on 46 other issuers

David Stonberg is on 56 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Kramer

Executive Officer · 22 shared filings (10 issuers) · also on 16 other issuers

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

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

D. BROCK WILLIAMS

Executive Officer · 22 shared filings (10 issuers)

D. BROCK WILLIAMS is on 10 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

Joana Rocha Scaff

Executive Officer · 20 shared filings (9 issuers) · also on 13 other issuers

Joana Rocha Scaff is on 22 issuers in total — a repeat sponsor. Their page lists every one.

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

Susan Kasser

Executive Officer · 17 shared filings (9 issuers) · also on 16 other issuers

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

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

Brien P. Smith

Executive Officer · 17 shared filings (9 issuers) · also on 17 other issuers

Brien P. Smith is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

Matthew Bird

Executive Officer · 12 shared filings (6 issuers) · also on 6 other issuers

Matthew Bird is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

David Lyon

Executive Officer · 12 shared filings (6 issuers) · also on 17 other issuers

David Lyon is on 23 issuers in total — a repeat sponsor. Their page lists every one.

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

Leila Biederman

Executive Officer · 11 shared filings (5 issuers) · also on 8 other issuers

Leila Biederman is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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

Dean Winick

Executive Officer · 6 shared filings (4 issuers) · also on 2 other issuers

Dean Winick is on 6 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

Michael Schwartz

Executive Officer · 6 shared filings (2 issuers) · also on 25 other issuers

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

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

Elizabeth Traxler

Executive Officer · 5 shared filings (3 issuers) · also on 15 other issuers

Elizabeth Traxler is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Peter Von Lehe

Executive Officer · 5 shared filings (3 issuers) · also on 18 other issuers

Peter Von Lehe is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

JOANA ROCHA CAFF

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as David H. Morse. Their page shows their other deals.

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

Manuel Lorenzo

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

Listed on the same filings as David H. Morse. Their page shows their other deals.

The team behind the deals

BO
Sponsor group

Blue Owl

414 issuers · 769 filings · $170.47B reported sold · 2009–2026

One team, 414 deal companies. David H. Morse is listed on 19 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 H. MORSE.

Same business address

51 other issuers file from the same address (first 50 shown)

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)

None of the 19 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

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 H. MORSE 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 19 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David H. Morse is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

Look further

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

Found on the sponsor's own site

blueowl.com ↗ found on NB Private Debt Fund V Offshore Feeder (C) LP (blueowl.com — same registered sponsor family (group "Blue Owl"); known from issuer CIK 1896019 (probe))

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗OpenCorporates ↗

Change history

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