Sponsor Check › Person
Named as an officer, director or promoter on SEC Form D filings · DC, NY, Luxembourg (as filed: N4) · Dec 14, 2018 → Sep 14, 2026
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
David Lobe is listed as an executive officer and director on 195 SEC Form D filings by 125 issuers between Dec 2018 and Sep 2026. Largest by amount reported sold: Carlyle Credit Opportunities Fund (Parallel) II, SCSp (Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2021; $2.03B reported sold to 26 investors), Carlyle Global Partners II, L.P. (Washington, DC — pooled investment fund — 2019–2020; $1.84B reported sold to 21 investors), Carlyle Credit Opportunities Fund III (Parallel), SCSp (Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2022–2024; $1.68B reported sold to 8 investors), Carlyle Asset-Backed Income Fund, L.P. (Washington, DC — pooled investment fund — 2026; $1.49B reported sold to 2 investors), Carlyle Asset-Backed Income Fund (Parallel), L.P. (Washington, DC — pooled investment fund — 2026; $1.49B reported sold to 2 investors) and 120 more (all listed below).
What this means That is a lot of deals — 125 separate companies raised money with this person listed as executive officer and director, over about 8 years. Across those companies the filings report $25.63B sold in total.
Listed alongside Kristen Newville (117 shared filings), Christopher Finn (77 shared filings), Christina von Poelnitz (65 shared filings), Mark Jenkins (49 shared filings), Jeremy Anderson (37 shared filings) and 141 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.
The issuers belong to 2 sponsor groups: Carlyle (556 issuers, $208.72B reported sold, 2009–2026) and Cnli (4 issuers, $4.7M reported sold, 2022–2026).
What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 4 court cases matching the name, 1 state regulator order, 3 bankruptcy cases matching the name listed in Key records below.
What this means 8 records came back, including 1 court case still open — open cases can take years and cost money. 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 195 public filings for David Lobe and found 15 differences, 4 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.
What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.
Community search for David Lobe has not run yet — it is joining a line of 36,003 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.
Five things investors ask first. Items still in human review are counted, not shown.
4 cases: 1 open, 1 closed (disposition not in docket feed), 1 judgment, 1 dismissed
190 Contract: Other· Cause:
28:1332 Diversity-Breach of Contract
220 Real Property: Foreclosure· Cause:
28:1345 Foreclosure
220 Foreclosure
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.
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.
1 state regulator order
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 Lobe..
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 cases: 3 closed (disposition not in docket feed)
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.
Comparisons cover issuers and sponsor groups — see the issuer pages under Deals
15 differences found between the filings for David Lobe — 4 worth asking about (compared the newest 50 of 195 filings on Oct 24, 2026; older filings not covered)
United States Bankruptcy Court, E.D. Washington docket "Lobe v. ALLIED CREDIT COMPANIES" filed Apr 8, 2005, closed Feb 10, 2006. David Lobe is listed as Plaintiff ("Lobe"). Our match estimate: 40%.
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.
By role: defendant in 1, plaintiff in 2. Newest: "Cambridge Mutual Fire Insurance Company v. Lobe" (District Court, N.D. Illinois, Feb 13, 2026); "Lobe Sciences, Ltd. v. University Of Miami" (District Court, S.D. Florida, Jan 25, 2023); "Lobe v. GMAC Mortgage, LLC" (District Court, S.D. Texas, Jul 20, 2012). Some of these are name matches with a match estimate below 95% — check each docket.
What this means Several court cases name this subject. Some are routine business suits. Ask what each was about and how it ended.
The Jul 18, 2025 filing says $349,370,916 sold; the Jul 23, 2026 Form D/A says $344,437,260 sold — $4,933,656 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.
The Mar 28, 2025 filing reports 143 investors; the Mar 26, 2026 Form D/A reports 131 investors.
What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.
The Dec 11, 2024 filing reports 23 investors; the Dec 10, 2025 Form D/A reports 22 investors.
What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.
Paid seller listed without a CRD number: DB Securities Co. — Carlyle Infrastructure Credit Fund II (Parallel) Note Issuer, S.C.Sp. · Paid seller listed without a CRD number: KB Securities Co., Ltd. — Carlyle Infrastructure Credit Fund II (Parallel) Note Issuer, S.C.Sp. · Paid seller listed without a CRD number: KB Securities Co., Ltd. — CICF II Lux Feeder (Parallel) S.C.Sp. · Paid seller listed without a CRD number: DB Securities Co. — CICF II Lux Feeder (Parallel) S.C.Sp. · Paid seller listed without a CRD number: Value Feeder Funds Advanced Investments Ltd. — CDL Offshore Fund (Levered) Feeder, L.P.
What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.
The filing says the first sale was Jan 28, 2026. The Form D was filed Feb 13, 2026 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 days past that.
What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.
The filing says the first sale was Jun 30, 2025. The Form D was filed Jul 18, 2025 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 days past that.
What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.
The latest filing for this offering is dated Sep 25, 2025 (first sale Sep 23, 2025). It reports $175,000,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.
What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.
The latest filing for this offering is dated Sep 4, 2025 (first sale Sep 5, 2024). It reports $61,230,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.
What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.
listed as "David Lobe" on 69 filings (from Jul 7, 2022), and "David R. Lobe" on 4 filings (from Jul 18, 2025).
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.
The people listed on the Nov 22, 2024 filing give Luxembourg, Luxembourg (as filed: N4); on the Dec 5, 2025 filing they give Washington, DC.
What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.
The people listed on the Nov 22, 2024 filing give Luxembourg, Luxembourg (as filed: N4); on the Dec 5, 2025 filing they give Washington, DC.
What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.
The people listed on the Dec 15, 2023 filing give Washington, DC; on the Dec 27, 2024 filing they give Luxembourg, Luxembourg (as filed: N4).
What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.
DC on 71 filings (Jul 7, 2022 to Sep 14, 2026); NY on 1 filing (Feb 13, 2026); Luxembourg (as filed: N4) on 1 filing (Jul 23, 2026).
What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.
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 195 filings (work cap); older filings are not covered here. As of Oct 24, 2026.
27 of 127 offerings report sales commissions totalling $58,473,410; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Sep 14, 2026 D Carlyle Phoenix SPV Coinvestment-R, L.P. File 021-597325 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 14, 2026 D Carlyle Phoenix SPV, L.P. File 021-597329 | $1,000,000 (est.) | $0 | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ via Jefferies LLC (CRD 2347 ↗) | EDGAR ↗ |
| Sep 14, 2026 D Carlyle Phoenix SPV Coinvestment, L.P. File 021-597324 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 11, 2026 D CCOF IV Convergence Co-Invest, L.P. File 021-597166 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Sep 11, 2026 D CCOF IV Convergence Co-Invest (Parallel), L.P. File 021-597168 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Jul 31, 2026 D Carlyle Credit Opportunities Fund IV, L.P. File 021-592835 | $550,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) None no CRD number reported via Patria Finance Limited | EDGAR ↗ |
| Jul 31, 2026 D CCOF IV Lux Feeder, SCSp File 021-592837 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Jul 31, 2026 D Carlyle Credit Opportunities Fund IV Note Issuer, L.P. File 021-592838 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Jul 31, 2026 D Carlyle Credit Opportunities Fund IV (Parallel), SCSp File 021-592840 | $990,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) None no CRD number reported via SangSangIn Investment & Securities Co. | EDGAR ↗ |
| Jul 31, 2026 D Carlyle Credit Opportunities Fund IV (UL Parallel), SCSp File 021-592841 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Jul 31, 2026 D CCOF IV UL Parallel USD Feeder, SCSp File 021-592842 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Jul 23, 2026 D/A Carlyle EDLF Note Issuer, L.P. File 021-552252 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jul 23, 2026 D/A Carlyle European Direct Lending Fund File 021-552248 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jun 25, 2026 D/A ACCD 3 Coinvestment, L.P. File 021-549751 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| May 15, 2026 D Carlyle Shutter, L.P. File 021-584272 | $2,211,075 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Moelis & Company LLC (CRD 000145115 ↗) None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| May 15, 2026 D Carlyle Shutter (Parallel), L.P. File 021-584274 | $2,211,075 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Moelis & Company LLC (CRD 000145115 ↗) None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Apr 29, 2026 D CCOF III Juno Co-Invest, L.P. File 021-582318 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Apr 29, 2026 D Carlyle Partners Potomac SPV Feeder, L.P. File 021-582319 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 29, 2026 D Carlyle Partners Potomac Coinvestment, L.P. File 021-582317 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 10, 2026 D/A Carlyle Asset-Backed Income Fund, L.P. File 021-579977 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Apr 10, 2026 D/A Carlyle Asset-Backed Income Fund (Parallel), L.P. File 021-579976 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Apr 9, 2026 D Carlyle Infrastructure Credit Fund II (Parallel) Note Issuer, S.C.Sp. File 021-579633 | $1,050,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) DB Securities Co. no CRD number reported KB Securities Co., Ltd. no CRD number reported | EDGAR ↗ |
| Mar 30, 2026 D Carlyle Asset-Backed Income Strategic Partnership, L.P. File 021-578381 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Mar 30, 2026 D CABI Feeder, L.P. File 021-578385 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Mar 30, 2026 D CABI (Levered) Cayman Feeder, L.P. File 021-578384 | $0 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Mar 26, 2026 D/A CCOF III Co-Investment, L.P. File 021-477457 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Mar 17, 2026 D Carlyle Runway Coinvestment, L.P. File 021-576708 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Feb 19, 2026 D/A Carlyle Flexible Credit Opportunities Feeder Fund (Parallel), L.P. File 021-532830 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Feb 19, 2026 D/A Carlyle Flexible Credit Opportunities Feeder Fund, L.P. File 021-532831 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Feb 13, 2026 D CNLI ICHMN REIT LLC File 021-573548 | $16,000 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) Lauren Janian BrokerCheck CRD 7866057 ↗ via A5 Securities LLC (CRD 288410 ↗) | EDGAR ↗ |
| Jan 5, 2026 D/A CICF II Lux Feeder (Parallel) S.C.Sp. File 021-499896 | $700,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) KB Securities Co., Ltd. no CRD number reported DB Securities Co. no CRD number reported | EDGAR ↗ |
| Jan 5, 2026 D/A Carlyle Infrastructure Credit Fund II, L.P. File 021-500163 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jan 5, 2026 D/A Carlyle Infrastructure Credit Fund II Note Issuer, L.P. File 021-500165 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Dec 19, 2025 D/A Abingworth Bioventures 9 LP File 021-500399 | $4,000,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) Asante Capital Group Advisors, LLC BrokerCheck CRD 155178 ↗ via Asante Capital Group Advisors, LLC (CRD 155178 ↗) | EDGAR ↗ |
| Dec 18, 2025 D CABF Glamor 2025-1 Topco L.L.C. File 021-567412 | $0 | $0 | $0 (est.) | None no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Dec 10, 2025 D/A CICF II Coinvestment, L.P. File 021-500157 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 5, 2025 D/A CAF (Offshore) Upper Fund, L.P. File 021-530288 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Dec 5, 2025 D/A Carlyle Asset Finance Fund (Offshore), L.P. File 021-530281 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Dec 5, 2025 D/A Carlyle Asset Finance Fund (Onshore), L.P. File 021-530280 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Nov 4, 2025 D/A Carlyle Direct Lending Fund (Levered), L.P. File 021-451369 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Nov 4, 2025 D/A CDL Offshore Fund (Levered) Feeder, L.P. File 021-461413 | $1,875,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) Value Feeder Funds Advanced Investments Ltd. no CRD number reported | EDGAR ↗ |
| Sep 25, 2025 D CSS MH 2025-1 Topco Aggregator L.L.C. File 021-558803 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Sep 4, 2025 D/A CAF (Onshore) Upper Fund, L.P. File 021-523175 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Jun 25, 2025 D Abingworth Clinical Co-Development Fund 3 LP File 021-549752 | $6,000,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) Asante Capital Group Advisors, LLC BrokerCheck CRD 155178 ↗ via Asante Capital Group Advisors, LLC (CRD 155178 ↗) | EDGAR ↗ |
| Jun 25, 2025 D Abingworth Clinical Co-Development 3 Feeder, L.P. File 021-549753 | $4,000,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) Asante Capital Group Advisors, LLC BrokerCheck CRD 155178 ↗ via Asante Capital Group Advisors, LLC (CRD 155178 ↗) | EDGAR ↗ |
| May 29, 2025 D CCOF Tiger Co-Invest Aggregator A, L.P. File 021-547511 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| May 29, 2025 D CCOF Tiger Co-Invest Aggregator B, L.P. File 021-547512 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Nov 22, 2024 D Carlyle Asset Finance Fund (Onshore), L.P. File 021-530279 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Oct 21, 2024 D Carlyle EDL Dance Aggregator, L.P. File 021-527375 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Oct 21, 2024 D Carlyle EDL Dance Feeder, L.P. File 021-527376 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Sep 27, 2024 D CCOF III UL Parallel USD Feeder, SCSp File 021-525259 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Sep 27, 2024 D Carlyle Credit Opportunities Fund III (UL Parallel), SCSp File 021-525257 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Sep 27, 2024 D CCOF III UL Parallel Euro Feeder, SCSp File 021-525260 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Sep 16, 2024 D/A Carlyle Credit Opportunities Fund III Private Securitization Vehicle Feeder, L.P. File 021-492093 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Sep 13, 2024 D/A Carlyle Credit Opportunities Fund III Private Securitization Vehicle Borrower, L.P. File 021-492099 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Aug 22, 2024 D Carlyle Santiago Aggregator, L.P. File 021-522203 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Jul 12, 2024 D/A CCOF Sierra II, L.P. File 021-450211 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Jun 27, 2024 D Carlyle Credit Opportunities Fund III (Parallel) Note Issuer, SCSp File 021-517202 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) | EDGAR ↗ |
| Apr 12, 2024 D/A Carlyle Credit Opportunities Fund III, L.P. File 021-466918 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Apr 12, 2024 D/A Carlyle Credit Opportunities Fund III (Parallel), SCSp File 021-466919 | $3,700,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Phoenix Value Feeder Funds Advanced Investments Ltd. Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Access GP S.a r.l. Not Applicable no CRD number reported via Arngrimsson Advisors Limited | EDGAR ↗ |
| Apr 12, 2024 D/A CCOF III Lux Feeder, SCSp File 021-466925 | $3,700,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Phoenix Value Feeder Funds Advanced Investments Ltd. Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Access GP S.a r.l. Not Applicable no CRD number reported via Arngrimsson Advisors Limited | EDGAR ↗ |
| Mar 13, 2024 D CCOF III Nexus Co-invest Aggregator, L.P. File 021-507420 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Dec 22, 2023 D/A CSS SWIFT Topco L.L.C. File 021-500411 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Nov 28, 2023 D CCOF Fleet Aggregator, L.P. File 021-498234 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Nov 28, 2023 D CCOF Fleet Feeder, L.P. File 021-498236 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Nov 27, 2023 D CNLI EMEX REIT LLC File 021-498146 | $108,000 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) | EDGAR ↗ |
| Nov 21, 2023 D Carlyle CLO Partners, L.P. File 021-497819 | $0 | $0 | $0 | TCG Capital Markets L.L.C BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C (CRD 291767 ↗) | EDGAR ↗ |
| Nov 21, 2023 D Carlyle CLOP Co-Investment, L.P. File 021-497823 | $0 (est.) | $0 (est.) | $0 (est.) | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Nov 21, 2023 D Carlyle CLO Partners Onshore, L.P. File 021-497829 | $0 (est.) | $0 (est.) | $0 (est.) | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Nov 21, 2023 D Carlyle CLO Partners Offshore, L.P. File 021-497833 | $0 (est.) | $0 (est.) | $0 (est.) | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jul 28, 2023 D Carlyle Credit Opportunities CRHQ, SCSp File 021-488224 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jul 7, 2023 D Carlyle Asset Finance, L.P. File 021-486249 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jul 7, 2023 D Carlyle Asset Finance Co-Investment, L.P. File 021-486251 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Jun 26, 2023 D Carlyle Diversified Private Investments Equity Feeder, L.P. File 021-485114 | $1,787,500 | $0 (est.) | $0 (est.) | Not applicable no CRD number reported via Samsung Securities Co. Ltd. Not applicable no CRD number reported via Greensledge Capital Markets LLC (CRD 151026 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jun 26, 2023 D Carlyle Diversified Private Investments, L.P. File 021-485113 | $0 | $0 | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jun 26, 2023 D CDPI Co-Investment, L.P. File 021-485116 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Apr 24, 2023 D CCOF Alera Aggregator, L.P. File 021-479789 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Apr 14, 2023 D/A CSP IV Coinvestment, L.P. File 021-282830 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 11, 2023 D/A CREV II Cayman, L.P. File 021-441355 | $250,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Phoenix Value Advanced Investment Ltd. | EDGAR ↗ |
| Apr 11, 2023 D/A Carlyle Revolving Loan Fund II, L.P. File 021-441352 | $250,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Phoenix Value Advanced Investment Ltd. | EDGAR ↗ |
| Mar 30, 2023 D TCG Credit KFA Co-Invest, LLC File 021-477455 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Feb 24, 2023 D/A Carlyle Direct Alternative Opportunities Fund II, L.P. File 021-435890 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Nov 28, 2022 D CNLI OTEAZ REIT LLC File 021-465930 | $156,170 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) | EDGAR ↗ |
| Nov 28, 2022 D CNLI OTEAZ REIT LLC File 021-465934 | $156,170 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) | EDGAR ↗ |
| Nov 28, 2022 D Carlyle Irving SLP REIT, L.L.C. File 021-465937 | $156,170 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) | EDGAR ↗ |
| Nov 4, 2022 D CCOF Madison Co-Investment, L.P. File 021-463966 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Nov 2, 2022 D/A CEOF II Coinvestment B, L.P. File 021-250513 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 2, 2022 D/A CEOF II Coinvestment, L.P. File 021-250514 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 16, 2022 D/A Carlyle Infrastructure Credit Fund, L.P. File 021-409715 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Sep 16, 2022 D/A Carlyle Infrastructure Credit Fund Note Issuer, L.P. File 021-409717 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Sep 15, 2022 D Carlyle Credit Opportunities TX Co-Invest, L.L.C. File 021-458973 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Sep 8, 2022 D/A CCOF II CO-INVESTMENT, L.P. File 021-412671 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 12, 2022 D/A CICF Coinvestment, L.P. File 021-409829 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 27, 2022 D CCOF Picard Co-Investment, L.P. File 021-453946 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jul 19, 2022 D CREV II Coinvestment, L.P. File 021-452887 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Jul 18, 2022 D Carlyle Credit Opportunities Fund II G Co-Invest, L.P. File 021-452730 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jul 18, 2022 D Carlyle Credit Opportunities Fund II G Co-Invest Main, L.P. File 021-452727 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jun 24, 2022 D CCOF Cinema Co-Investment, L.P. File 021-450209 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jun 6, 2022 D Carlyle Direct Lending Drawdown CLO 2022-1 Partnership, L.P. File 021-448172 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| May 13, 2022 D/A CETP IV Coinvestment, S.C.Sp. File 021-337839 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 28, 2022 D Carlyle Net Lease Income, L.P. File 021-431254 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jan 28, 2022 D Carlyle Net Lease Income (Parallel), L.P. File 021-431257 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jan 24, 2022 D/A CREV Coinvestment, L.P. File 021-357268 | $0 (est.) | $0 (est.) | $0 | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Nov 4, 2021 D/A CEMOF II Coinvestment, L.P. File 021-250511 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Oct 29, 2021 D/A Carlyle Credit Opportunities Fund II, L.P. File 021-379258 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Barclays Bank PLC Not Applicable no CRD number reported via Arngrimsson Advisors Limited Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Shinhan Alternative Investment Management Inc. Not Applicable no CRD number reported via GFH Financial Group B.S.C. | EDGAR ↗ |
| Oct 29, 2021 D/A Carlyle Credit Opportunities Fund (Parallel) II Note Issuer, L.P. File 021-381325 | $100,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Barclays Bank PLC Not Applicable no CRD number reported via Arngrimsson Advisors Limited Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Shinhan Alternative Investment Management Inc. Not Applicable no CRD number reported via GFH Financial Group B.S.C. | EDGAR ↗ |
| Oct 29, 2021 D/A Carlyle Credit Opportunities Fund II Note Issuer, L.P. File 021-381323 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Barclays Bank PLC Not Applicable no CRD number reported via Arngrimsson Advisors Limited Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Shinhan Alternative Investment Management Inc. Not Applicable no CRD number reported via GFH Financial Group B.S.C. | EDGAR ↗ |
| Oct 29, 2021 D/A Carlyle Credit Opportunities Fund (Parallel) II, SCSp File 021-379261 | $100,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Barclays Bank PLC Not Applicable no CRD number reported via Arngrimsson Advisors Limited Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Shinhan Alternative Investment Management Inc. Not Applicable no CRD number reported via GFH Financial Group B.S.C. | EDGAR ↗ |
| Oct 29, 2021 D/A CCOF II Lux Feeder, SCSp File 021-379260 | $100,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Barclays Bank PLC Not Applicable no CRD number reported via Arngrimsson Advisors Limited Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Shinhan Alternative Investment Management Inc. Not Applicable no CRD number reported via GFH Financial Group B.S.C. | EDGAR ↗ |
| Oct 5, 2021 D/A Carlyle Principal Alternative Opportunities Fund, L.P. File 021-414079 | $16,300,000 (est.) | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co, LLC (CRD 361 ↗) | EDGAR ↗ |
| Oct 5, 2021 D/A Carlyle Principal Alternative Opportunities (Cayman Feeder), L.P. File 021-414093 | $7,000,000 (est.) | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co, LLC (CRD 361 ↗) | EDGAR ↗ |
| Sep 29, 2021 D Carlyle Lightning Partners, S.C.Sp. File 021-415007 | $0 | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) | EDGAR ↗ |
| Jul 29, 2021 D/A CCOF Co-Investment, L.P. File 021-289703 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 29, 2021 D CSP IV Coinvest Brawn, L.P. File 021-404558 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) | EDGAR ↗ |
| Jun 29, 2021 D Brawn Coinvest Electing Investors, L.P. File 021-404560 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) | EDGAR ↗ |
| Jan 6, 2021 D/A Carlyle Revolving Loan Fund, L.P. File 021-357265 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jan 6, 2021 D/A CREV Cayman, L.P. File 021-357266 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Dec 9, 2020 D/A Carlyle Clover Partners, L.P. File 021-354839 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Dec 9, 2020 D/A Carlyle Clover Partners 2, L.P. File 021-355910 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Nov 5, 2020 D/A CGP Coinvestment, L.P. File 021-250515 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 27, 2020 D/A Carlyle Global Partners II, L.P. File 021-331220 | $0 | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) | EDGAR ↗ |
| Jan 31, 2020 D Sofia Coinvestment REIT, L.L.C. File 021-359517 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) | EDGAR ↗ |
| Sep 20, 2019 D Carlyle FRL, L.P. File 021-349287 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) | EDGAR ↗ |
| Jan 14, 2019 D Carlyle Europe Technology Partners IV - EU, S.C.Sp. File 021-330477 | $0 | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) | EDGAR ↗ |
| Jan 14, 2019 D Carlyle Europe Technology Partners IV, S.C.Sp. File 021-330481 | $0 | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) | EDGAR ↗ |
| Dec 19, 2018 D Carlyle Alternative Opportunities Fund, L.P. File 021-328427 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) | EDGAR ↗ |
| Dec 14, 2018 D Carlyle Asia PE Alternative Opportunities Fund, L.P. File 021-328010 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) | EDGAR ↗ |
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).
Every issuer that named David Lobe on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $349.4M from 4 investors as of the latest filing. David is listed as director on 2 filings for this deal.
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.
Raised $467.7M from 8 investors as of the latest filing. David is listed as executive officer.
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.
Raised $17.8M from 59 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $1.49B from 2 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $1.49B from 2 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $92.8M from 153 investors as of the latest filing. David is listed as executive officer on 4 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $258.1M from 7 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $258.1M from 40 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. David is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $371.4M from 9 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.
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.
Raised $968M from 7 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.
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.
Raised $1.01B from 3 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.
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.
Raised $320.3M from 29 investors as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $9.28M from 23 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.
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.
Raised $165M from 2 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $226.2M from 4 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $226.2M from 4 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.
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.
Raised $232.2M from 90 investors as of the latest filing. David is listed as executive officer on 4 filings for this deal.
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.
Raised $726.7M from 50 investors as of the latest filing. David is listed as executive officer on 4 filings for this deal.
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.
Raised $175M from 4 investors as of the latest filing. David is listed as executive officer.
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.
Raised $61.2M from 2 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
No sales reported yet as of the latest filing. David is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $95M from 8 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $633M from 9 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $401.4M from 10 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $1.15B from 51 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $1.68B from 8 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $500M from 15 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $6.27M from 4 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $1.07M from 119 investors (95% of the $1.13M target) as of the latest filing. David is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $125M from 170 investors as of the latest filing. David is listed as executive officer on 4 filings for this deal.
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.
Raised $240M from 4 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $485M from 7 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $300.3M from 9 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $1.75M from 125 investors (100% of the $1.75M target) as of the latest filing. David is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Raised $1.75M from 125 investors (100% of the $1.75M target) as of the latest filing. David is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $16.1M from 73 investors as of the latest filing. David is listed as director on 4 filings for this deal.
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.
Raised $128.7M from 222 investors as of the latest filing. David is listed as director on 4 filings for this deal.
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.
Raised $627M from 9 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $634.5M from 2 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $60.5M from 91 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $7.47M from 25 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $100.4M from 260 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $12.5M from 27 investors as of the latest filing. David is listed as executive officer on 3 filings for this deal.
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.
Raised $124.3M from 184 investors as of the latest filing. David is listed as director on 3 filings for this deal.
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.
Raised $208.5M from 5 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $2.03B from 26 investors as of the latest filing. David is listed as director.
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.
Raised $200M from 10 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $1.22B from 34 investors as of the latest filing. David is listed as director.
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.
Raised $1.43B from 28 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $378.7M from 1 investor as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $96.3M from 1 investor as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $97M from 85 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Raised $542.5M from 3 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $150M from 2 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $190M from 2 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $355M from 3 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $172.5M from 90 investors as of the latest filing. David is listed as director on 2 filings for this deal.
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.
Raised $1.84B from 21 investors as of the latest filing. David is listed as executive officer on 2 filings for this deal.
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.
Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. David is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as director.
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.
No sales reported yet as of the latest filing. David is listed as director.
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.
Raised $475.4M from 9 investors as of the latest filing. David is listed as executive officer.
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.
No sales reported yet as of the latest filing. David is listed as executive officer.
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.
Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.
CCOF III General Partner, L.P. is on 8 issuers in total — a repeat sponsor. Their page lists every one.
CCOF III L.L.C. is on 8 issuers in total — a repeat sponsor. Their page lists every one.
CAF General Partner, L.P. is on 7 issuers in total — a repeat sponsor. Their page lists every one.
CCOF II L.L.C. is on 8 issuers in total — a repeat sponsor. Their page lists every one.
CCOF II General Partner, L.P. is on 9 issuers in total — a repeat sponsor. Their page lists every one.
CAF L.L.C. is on 7 issuers in total — a repeat sponsor. Their page lists every one.
CEOF II GP, L.L.C. is on 5 issuers in total — a repeat sponsor. Their page lists every one.
CCOF III Lux General Partner, S.a r.l. is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
TC Group CSP IV, L.L.C. is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
TC Group CEMOF II, L.L.C. is on 5 issuers in total — a repeat sponsor. Their page lists every one.
CCOF General Partner, L.P. is on 8 issuers in total — a repeat sponsor. Their page lists every one.
CCOF L.L.C. is on 8 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
Listed on the same filings as David Lobe. Their page shows their other deals.
One team, 556 deal companies. David Lobe is listed on 121 of them.
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 Lobe.
One team, 4 deal companies. David Lobe is listed on 4 of them.
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 Lobe.
A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.
Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).
None of the 125 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.
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 are matched to companies only, never to individuals, so none are matched to David Lobe 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 125 issuers this person is listed on — nothing matched.
Websites and social links of the issuers David Lobe is listed on: none on file. No website or social profile named in Carlyle Credit Opportunities Fund (Parallel) II, SCSp's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #176,229 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
One-tap searches on sites we do not index ourselves, with the name pre-filled (Luxembourg, N4). Each opens in a new tab; what you find there is not verified by PartnerFacts.
No corrections have been requested for this page.
Free. Logged with status: received → under review → fixed / confirmed with source.
If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.
Members get an email when David Lobe appears on a new Form D, or when a court case or SEC action is matched to them. See plans →