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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:38 AM ET

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Diane Tobin

Named as an officer, director or promoter on SEC Form D filings · TX · Oct 30, 2018 → Oct 29, 2025

23deals (issuers)
$3.28Breported sold
1,563investors
58Form D filings
2018–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Diane Tobin is listed as an executive officer and director on 58 SEC Form D filings by 23 issuers between Oct 2018 and Oct 2025. Largest by amount reported sold: CHCP Value Fund, L.P. (Dallas, TX — pooled investment fund — 2019–2025; $795.9M reported sold to 110 investors), CHCP Global Securities, L.P. (Dallas, TX — pooled investment fund — 2019–2025; $754.1M reported sold to 126 investors), CHCP Direct Investors, L.P. (Dallas, TX — pooled investment fund — 2018–2024; $466.5M reported sold to 273 investors), CH-IP Owl Rock Tech II, L.L.C. (Dallas, TX — pooled investment fund — 2021; $178.8M reported sold to 141 investors), CH-IP ORCTH II, L.L.C. (Dallas, TX — pooled investment fund — 2022; $176.8M reported sold to 140 investors) and 18 more (all listed below).

What this means That is a lot of deals — 23 separate companies raised money with this person listed as executive officer and director, over about 7 years. Across those companies the filings report $3.28B sold in total.

Listed alongside Michael R. Silverman (56 shared filings), Kirk L. Rimer (44 shared filings), L. CH Investment Partners, L.L.C. (25 shared filings, management entity), Jared L. Johnson (23 shared filings), I35 Advisors, Inc. (22 shared filings, management entity) and 43 others.

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

The issuers belong to 2 sponsor groups: Crow (66 issuers, $13.09B reported sold, 2011–2026) and Cresset (47 issuers, $1.88B reported sold, 2010–2026).

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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 1 court case matching the name, 6 bankruptcy cases matching the name listed in Key records below.

What this means 7 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 58 public filings for Diane Tobin and found 3 differences: 5 Form Ds were filed more than 15 days after the first sale; 16 offerings have no amendment in the last 12 months and may still be open; and more below.

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

What the community is saying

Community search for Diane Tobin has not run yet — it is joining a line of 25,042 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

1 case: 1 dismissed

Diane J. Tobin v. Transamerica Occidental Life Insurance Company dismissed
District Court, C.D. California · No. 2:09-cv-05356 · Filed Jul 23, 2009 · Closed Mar 8, 2010 · Nature of suit: 190 Contract: Other · Cause: 28:1441 Notice of Removal - Breach of Contract
Role of Diane J. Tobin: Plaintiff · Outcome: Terminated 2010-03-08 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); court in CA (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 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.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

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

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

6 cases: 1 open, 5 closed (disposition not in docket feed)

Ronald F. Tobin and Diane M. Tobin open
United States Bankruptcy Court, D. New Jersey · No. 24-14935 · Filed May 15, 2024
Role of Diane M. Tobin: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); court in NJ (not a filing state)
Robert J. Tobin, Sr. and Diane M. Tobin closed
United States Bankruptcy Court, D. New Jersey · No. 19-21223 · Filed Jun 4, 2019 · Closed Jun 4, 2021
Role of Diane M. Tobin: Debtor · Outcome: Case closed 2021-06-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); court in NJ (not a filing state)
David M. Tobin and Diane L. Tobin closed
United States Bankruptcy Court, E.D. California · No. 10-24903 · Filed Feb 28, 2010 · Closed Jun 18, 2010
Role of Diane L. Tobin: Debtor · Outcome: Case closed 2010-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); court in CA (not a filing state)
Robert Tobin and Diane M. Tobin closed
United States Bankruptcy Court, D. New Jersey · No. 07-18280 · Filed Jun 13, 2007 · Closed Jul 27, 2007
Role of Diane M. Tobin: Debtor · Outcome: Case closed 2007-07-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); court in NJ (not a filing state)
Steven R. Tobin and Diane T. Tobin closed
United States Bankruptcy Court, S.D. California · No. 92-12690 · Filed Oct 26, 1992 · Closed Mar 14, 1994
Role of Diane T. Tobin: Debtor · Outcome: Case closed 1994-03-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); court in CA (not a filing state)
Diane Tobin closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 91-15821 · Filed Nov 1, 1991 · Closed Dec 11, 1991
Role of Diane Tobin: Debtor · Outcome: Case closed 1991-12-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); court in PA (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

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

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

4. Differences between public sources

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

3 differences found between the filings for Diane Tobin (compared the newest 50 of 58 filings on Oct 24, 2026; older filings not covered)

Note · Dec 14, 2021 – Jan 31, 2025

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

Form D filed 29 days after the first sale — Private Equity 2025 Fund, L.P. · Form D filed 20 days after the first sale — CH-IP Direct Investment Fund III, L.P. · Form D filed 17 days after the first sale — CH-IP Px3 (Alamo), L.L.C. · Form D filed 55 days after the first sale — CH-IP ORCTH II, L.L.C. · Form D filed 16 days after the first sale — CH-IP Owl Rock Tech II, L.L.C.

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

Form D · Jan 31, 2025 ↗Private Equity 2025 Fund, L.P. — PartnerFacts page ↗Form D · Jan 10, 2024 ↗CH-IP Direct Investment Fund III, L.P. — PartnerFacts page ↗
Sources
Note · Oct 4, 2013 – Mar 20, 2025

16 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Direct Investors Fund, L.L.C. - Series CLO TE III (latest filing Mar 20, 2025) · No amendment in the last 12 months on an offering that may still be open — Direct Investors Fund, L.L.C. - Series CLO III (latest filing Mar 20, 2025) · No amendment in the last 12 months on an offering that may still be open — Private Equity 2025 Fund, L.P. (latest filing Jan 31, 2025) · No amendment in the last 12 months on an offering that may still be open — CHC Direct Syndicate Fund, L.P. (latest filing Oct 29, 2024) · No amendment in the last 12 months on an offering that may still be open — CHCP Direct Investors, L.P. (latest filing Oct 29, 2024) · and 11 more

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

Form D · Mar 20, 2025 ↗Direct Investors Fund, L.L.C. - Series CLO TE III — PartnerFacts page ↗Form D · Mar 20, 2025 ↗Direct Investors Fund, L.L.C. - Series CLO III — PartnerFacts page ↗
Sources
Note · Oct 30, 2018 – Jun 10, 2019

Diane Tobin is written 2 different ways on the filings

listed as "Diane Tobin" on 53 filings (from Oct 30, 2018), and "Diane D. Tobin" on 4 filings (from Jun 10, 2019).

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

Form D/A · Oct 30, 2018 ↗Form D/A · Jun 10, 2019 ↗Diane Tobin — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 58 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 23 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 29, 2025 D/A
CHCP Value Fund, L.P.
File 021-165555
$0$0$0 (est.)
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Oct 29, 2025 D/A
CHCP Global Securities, L.P.
File 021-165551
$0$0$0 (est.)
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Mar 20, 2025 D
Direct Investors Fund, L.L.C. - Series CLO III
File 021-541610
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 20, 2025 D
Direct Investors Fund, L.L.C. - Series CLO TE III
File 021-541614
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 31, 2025 D
Private Equity 2025 Fund, L.P.
File 021-537042
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 29, 2024 D/A
CHCP Direct Investors, L.P.
File 021-202998
$0$0$0 (est.)
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Oct 29, 2024 D/A
CHC Direct Syndicate Fund, L.P.
File 021-349970
$0$0$0 (est.)
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Mar 11, 2024 D/A
CH-IP Private Equity 2023, L.P.
File 021-476765
$0$0$0
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Jan 10, 2024 D
CH-IP Direct Investment Fund III, L.P.
File 021-502073
$0$0$0 (est.)
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Nov 14, 2022 D
CH-IP Px3 (Alamo), L.L.C.
File 021-464610
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 6, 2022 D/A
CH-IP Direct Investment Fund II, L.P.
File 021-401764
$0$0$0
The issuer charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
May 25, 2022 D/A
CH-IP Private Equity 2021, L.P.
File 021-400586
$0$0$0
The issuer charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Feb 7, 2022 D
CH-IP ORCTH II, L.L.C.
File 021-432545
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 30, 2021 D
CH-IP Owl Rock Tech II, L.L.C.
File 021-427233
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 27, 2021 D
Blue Investors L.L.C.
File 021-387543
$0$0$0None listed on this filingEDGAR ↗
Jan 4, 2021 D/A
Blue Warehouse L.L.C.
File 021-384533
$0$0$0None listed on this filingEDGAR ↗
Oct 30, 2020 D/A
CHC Private Equity 2019, L.P.
File 021-328161
$0$0$0
The issuer charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Oct 30, 2020 D/A
CHC Direct Investment Fund I, L.P.
File 021-307528
$0$0$0
The issuer charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Jul 20, 2020 D
ORCC III Investors L.L.C.
File 021-371372
$0$0$0None listed on this filingEDGAR ↗
May 29, 2020 D
ORCC III Warehouse L.L.C.
File 021-367904
$0$0$0None listed on this filingEDGAR ↗
May 29, 2020 D
ORCDH Warehouse L.L.C.
File 021-367908
$0$0$0None listed on this filingEDGAR ↗
Nov 6, 2019 D/A
CHC Encore Fund, L.P.
File 021-273497
$0$0$0None listed on this filingEDGAR ↗
Dec 4, 2018 D/A
CHC Elements Fund, L.P.
File 021-229744
$0$0$0None listed on this filingEDGAR ↗

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

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

Deals 23

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

CG
Pooled Investment Fund · group: Crow

CHCP Global Securities, L.P.

Dallas, TX · Jun 10, 2019 → Oct 29, 2025 · 8 filings
  • Oct 29, 2025 · D/A · $754,127,837 sold of Indefinite · 126 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of General Partner of Issuer; Vice President and Secretary of Manager of General Partner of Issuer) EDGAR ↗
  • Oct 29, 2024 · D/A · $748,917,837 sold of Indefinite · 125 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of General Partner of Issuer; Vice President and Secretary of Manager of General Partner of Issuer) EDGAR ↗
  • Oct 26, 2023 · D/A · $711,217,837 sold of Indefinite · 122 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer & Secretary of General Partner of Issuer, Vice President & Secretary of Manager of General Partner of Issuer) EDGAR ↗
  • Oct 28, 2022 · D/A · $695,314,642 sold of Indefinite · 116 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Oct 28, 2021 · D/A · $628,724,022 sold of Indefinite · 104 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Oct 30, 2020 · D/A · $506,254,522 sold of Indefinite · 99 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Nov 7, 2019 · D/A · $439,563,358 sold of Indefinite · 83 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Jun 10, 2019 · D/A · $398,792,358 sold of Indefinite · 76 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Assistant Secretary of the General Partner of the Issuer) EDGAR ↗

Raised $754.1M from 126 investors as of the latest filing. Diane is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CV
Pooled Investment Fund · group: Crow

CHCP Value Fund, L.P.

Dallas, TX · Jun 10, 2019 → Oct 29, 2025 · 8 filings
  • Oct 29, 2025 · D/A · $795,927,353 sold of Indefinite · 110 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of General Partner of Issuer; Vice President and Secretary of Manager of General Partner of Issuer) EDGAR ↗
  • Oct 29, 2024 · D/A · $745,413,327 sold of Indefinite · 110 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of General Partner of Issuer; Vice President and Secretary of Manager of General Partner of Issuer) EDGAR ↗
  • Oct 26, 2023 · D/A · $729,955,053 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of General Partner of Issuer; Vice President and Secretary of Manager of General Partner of Issuer) EDGAR ↗
  • Oct 28, 2022 · D/A · $729,555,053 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer; Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Oct 28, 2021 · D/A · $684,715,053 sold of Indefinite · 92 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer; Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Oct 30, 2020 · D/A · $647,881,053 sold of Indefinite · 90 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer; Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Nov 7, 2019 · D/A · $348,187,461 sold of Indefinite · 86 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer; Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Jun 10, 2019 · D/A · $337,567,461 sold of Indefinite · 81 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Assistant Secretary of the General Partner of the Issuer) EDGAR ↗

Raised $795.9M from 110 investors as of the latest filing. Diane is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

DI
Pooled Investment Fund · group: Cresset

Direct Investors Fund, L.L.C. - Series CLO TE III

Dallas, TX · Mar 20, 2025
  • Mar 20, 2025 · D · $2,500,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director) EDGAR ↗

Raised $2.5M from 1 investor as of the latest filing. Diane is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DI
Pooled Investment Fund · group: Cresset

Direct Investors Fund, L.L.C. - Series CLO III

Dallas, TX · Mar 20, 2025
  • Mar 20, 2025 · D · $36,625,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (Managing Director) EDGAR ↗

Raised $36.6M from 24 investors as of the latest filing. Diane is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund · group: Cresset

Private Equity 2025 Fund, L.P.

Dallas, TX · Jan 31, 2025
  • Jan 31, 2025 · D · $8,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $8M from 4 investors as of the latest filing. Diane is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CD
Pooled Investment Fund · group: Crow

CHC Direct Syndicate Fund, L.P.

Dallas, TX · Sep 30, 2019 → Oct 29, 2024 · 7 filings
  • Oct 29, 2024 · D/A · $43,662,978 sold of Indefinite · 79 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of General Partner of Issuer; Vice President and Secretary of Manager of General Partner of Issuer) EDGAR ↗
  • Oct 26, 2023 · D/A · $43,662,978 sold of Indefinite · 76 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer & Secretary of General Partner of Issuer; Vice President & Secretary of Manager of General Partner of Issuer) EDGAR ↗
  • Oct 28, 2022 · D/A · $43,662,978 sold of Indefinite · 75 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Oct 28, 2021 · D/A · $19,894,978 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Nov 12, 2020 · D/A · $16,618,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Nov 12, 2019 · D/A · $8,485,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Sep 30, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Assistant Secretary of CHC Direct investment Fund GP, L.L.C., the general partner of Issuer) EDGAR ↗

Raised $43.7M from 79 investors as of the latest filing. Diane is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CD
Pooled Investment Fund · group: Crow

CHCP Direct Investors, L.P.

Dallas, TX · Dec 4, 2018 → Oct 29, 2024 · 7 filings
  • Oct 29, 2024 · D/A · $466,509,869 sold of Indefinite · 273 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of General Partner of Issuer; Vice President and Secretary of Manager of General Partner of Issuer.) EDGAR ↗
  • Oct 26, 2023 · D/A · $406,113,868 sold of Indefinite · 254 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer & Secretary of General Partner of Issuer; Vice President & Secretary of Manager of General Partner of Issuer.) EDGAR ↗
  • Oct 28, 2022 · D/A · $333,074,018 sold of Indefinite · 218 investors · min. No minimum reported · role: Executive Officer (Vice President and Secretary of the Manager of the General Partner of the Issuer, Chief Operating Officer and Secretary of the General Partner of the Issuer) EDGAR ↗
  • Oct 28, 2021 · D/A · $315,098,073 sold of Indefinite · 206 investors · min. No minimum reported · role: Executive Officer (Vice President and Secretary of the Manager of the General Partner of the Issuer, Chief Operating Officer and Secretary of the General Partner of the Issuer) EDGAR ↗
  • Oct 30, 2020 · D/A · $120,820,338 sold of Indefinite · 99 investors · min. No minimum reported · role: Executive Officer (Vice President and Secretary of the Manager of the General Partner of the Issuer, Chief Operating Officer and Secretary of the General Partner of the Issuer) EDGAR ↗
  • Nov 7, 2019 · D/A · $114,520,338 sold of Indefinite · 89 investors · min. No minimum reported · role: Executive Officer (Vice President and Secretary of the Manager of the General Partner of the Issuer, Chief Operating Officer and Secretary of the General Partner of the Issuer) EDGAR ↗
  • Dec 4, 2018 · D/A · $103,950,338 sold of Indefinite · 80 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Assistant Secretary of the General Partner of the Issuer) EDGAR ↗

Raised $466.5M from 273 investors as of the latest filing. Diane is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund · group: Crow

CH-IP Private Equity 2023, L.P.

Dallas, TX · Mar 23, 2023 → Mar 11, 2024 · 2 filings
  • Mar 11, 2024 · D/A · $43,550,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of General Partner of Issuer; Vice President of General Partner of Issuer) EDGAR ↗
  • Mar 23, 2023 · D · $32,136,000 sold of Indefinite · 41 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of General Partner of Issuer; Vice President of General Partner of Issuer) EDGAR ↗

Raised $43.5M from 60 investors as of the latest filing. Diane is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund · group: Crow

CH-IP Direct Investment Fund III, L.P.

Dallas, TX · Jan 10, 2024
  • Jan 10, 2024 · D · $87,197,000 sold of Indefinite · 103 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of General Partner of Issuer; Vice President and Secretary of Manager of General Partner of Issuer.) EDGAR ↗

Raised $87.2M from 103 investors as of the latest filing. Diane is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund · group: Crow

CH-IP Px3 (Alamo), L.L.C.

Dallas, TX · Nov 14, 2022
  • Nov 14, 2022 · D · $77,297,000 sold of Indefinite · 88 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Managing Member) EDGAR ↗

Raised $77.3M from 88 investors as of the latest filing. Diane is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund · group: Crow

CH-IP Direct Investment Fund II, L.P.

Dallas, TX · Jun 4, 2021 → Jun 6, 2022 · 2 filings
  • Jun 6, 2022 · D/A · $125,880,000 sold of Indefinite · 122 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Jun 4, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗

Raised $125.9M from 122 investors as of the latest filing. Diane is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund · group: Crow

CH-IP Private Equity 2021, L.P.

Dallas, TX · May 25, 2021 → May 25, 2022 · 2 filings
  • May 25, 2022 · D/A · $81,865,000 sold of Indefinite · 91 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • May 25, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗

Raised $81.9M from 91 investors as of the latest filing. Diane is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund · group: Crow

CH-IP ORCTH II, L.L.C.

Dallas, TX · Feb 7, 2022
  • Feb 7, 2022 · D · $176,760,000 sold of Indefinite · 140 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Managing Member) EDGAR ↗

Raised $176.8M from 140 investors as of the latest filing. Diane is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund · group: Crow

CH-IP Owl Rock Tech II, L.L.C.

Dallas, TX · Dec 30, 2021
  • Dec 30, 2021 · D · $178,760,000 sold of Indefinite · 141 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer of Managing Member) EDGAR ↗

Raised $178.8M from 141 investors as of the latest filing. Diane is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BI
Pooled Investment Fund · group: Crow

Blue Investors L.L.C.

Dallas, TX · Jan 27, 2021
  • Jan 27, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Secretary of the Manager of the Managing Member of the Issuer, Chief Operating Officer and Secretary of the Managing Member of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

BW
Pooled Investment Fund · group: Crow

Blue Warehouse L.L.C.

Dallas, TX · Dec 29, 2020 → Jan 4, 2021 · 2 filings
  • Jan 4, 2021 · D/A · $150,000,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (Vice President and Secretary of the Manager of the Managing Member of Issuer, Chief Operating Officer and Secretary of the Managing Member of Issuer) EDGAR ↗
  • Dec 29, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Secretary of the Manager of the Managing Member of Issuer, Chief Operating Officer and Secretary of the Managing Member of Issuer) EDGAR ↗

Raised $150M from 43 investors as of the latest filing. Diane is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CD
Pooled Investment Fund · group: Crow

CHC Direct Investment Fund I, L.P.

Dallas, TX · Nov 7, 2019 → Oct 30, 2020 · 2 filings
  • Oct 30, 2020 · D/A · $76,815,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Nov 7, 2019 · D/A · $76,815,000 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗

Raised $76.8M from 52 investors as of the latest filing. Diane is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CP
Pooled Investment Fund · group: Crow

CHC Private Equity 2019, L.P.

Dallas, TX · Dec 17, 2018 → Oct 30, 2020 · 3 filings
  • Oct 30, 2020 · D/A · $57,273,256 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Nov 7, 2019 · D/A · $52,455,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Dec 17, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Assistant Secretary of CHC Private Equity GP, L.L.C., the general partner of Issuer) EDGAR ↗

Raised $57.3M from 50 investors as of the latest filing. Diane is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

OI
Pooled Investment Fund · group: Crow

ORCC III Investors L.L.C.

Dallas, TX · Jul 20, 2020
  • Jul 20, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Secretary of the Manager of the Managing Member of the Issuers, Chief Operating Officer and Secretary of the Managing Member of the Issuers) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

OW
Pooled Investment Fund · group: Crow

ORCDH Warehouse L.L.C.

Dallas, TX · May 29, 2020
  • May 29, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Secretary of the Manager of the Managing Member of the Issuer, Chief Operating Officer and Secretary of the Managing Member of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

OW
Pooled Investment Fund · group: Crow

ORCC III Warehouse L.L.C.

Dallas, TX · May 29, 2020
  • May 29, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Vice President and Secretary of the Manager of the Managing Member of the Issuer, Chief Operating Officer and Secretary of the Managing Member of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

CE
Pooled Investment Fund · group: Crow

CHC Encore Fund, L.P.

Dallas, TX · Oct 30, 2018 → Nov 6, 2019 · 3 filings
  • Nov 6, 2019 · D/A · $50,250,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer, Director (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer) EDGAR ↗
  • Oct 30, 2019 · D/A · $50,250,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director (Chief Operating Officer and Assistant Secretary of the General Partner) EDGAR ↗
  • Oct 30, 2018 · D/A · $50,250,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer, Director (Chief Operating Officer and Assistant Secretary of the General Partner) EDGAR ↗

Raised $50.3M from 18 investors as of the latest filing. Diane is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CE
Pooled Investment Fund · group: Crow

CHC Elements Fund, L.P.

Dallas, TX · Dec 4, 2018
  • Dec 4, 2018 · D/A · $65,899,492 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Chief Operating Officer and Assistant Secretary of the General Partner of the Issuer) EDGAR ↗

Raised $65.9M from 38 investors as of the latest filing. Diane is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

People around Diane 40

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.

LC
Management entity

L. CH Investment Partners, L.L.C.

Executive Officer · 25 shared filings (12 issuers) · also on 1 other issuer

L. CH Investment Partners, L.L.C. is on 13 issuers in total — a repeat sponsor. Their page lists every one.

IA
Management entity

I35 Advisors, Inc.

Executive Officer, Director · 22 shared filings (12 issuers)

I35 Advisors, Inc. is on 12 issuers in total — a repeat sponsor. Their page lists every one.

OL
Management entity

Oak Lawn Direct Investors GP, L.L.C.

Director, Promoter · 15 shared filings (9 issuers)

Oak Lawn Direct Investors GP, L.L.C. is on 9 issuers in total — a repeat sponsor. Their page lists every one.

LI
Management entity

L. I35 Advisors, Inc.

Executive Officer · 11 shared filings (5 issuers)

L. I35 Advisors, Inc. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

TC
Management entity

T. CH Investment Partners, L.L.C.

Executive Officer · 10 shared filings (3 issuers)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

IA
Management entity

I35 Advisers, Inc.

Director, Executive Officer · 8 shared filings (4 issuers)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

OL
Management entity

Oak Lawn Value Managers, L.L.C.

Director · 8 shared filings (2 issuers)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

OL
Management entity

Oak Lawn Capital Advisors, Inc.

Executive Officer · 6 shared filings (5 issuers) · also on 4 other issuers

Oak Lawn Capital Advisors, Inc. is on 9 issuers in total — a repeat sponsor. Their page lists every one.

CI
Management entity

CH Investment Partners, L.L.C.

Executive Officer · 5 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Diane Tobin. Their page shows their other deals.

CC
Management entity

Cresset Control Corporation

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

Cresset Control Corporation is on 5 issuers in total — a repeat sponsor. Their page lists every one.

DC
Management entity

D. CH Investment Partners, L.L.C.

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

RC
Management entity

R. CH Investment Partners, L.L.C.

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

R1
Management entity

R. 135 Advisors, Inc.

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

1A
Management entity

135 Advisors, Inc.

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

LI
Management entity

L. I35 Advisers, Inc.

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

CC
Management entity

Cresset CHIP Private Equity GP, LLC

Director · 2 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Diane Tobin. Their page shows their other deals.

CE
Management entity

CHC Elements Fund GP, L.L.C.

Director · 1 shared filing (1 issuer)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

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

Michael R. Silverman

Executive Officer, Director · 56 shared filings (21 issuers) · also on 20 other issuers

Michael R. Silverman is on 41 issuers in total — a repeat sponsor. Their page lists every one.

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

Kirk L. Rimer

Executive Officer, Director · 44 shared filings (17 issuers) · also on 6 other issuers

Kirk L. Rimer is on 23 issuers in total — a repeat sponsor. Their page lists every one.

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

Jared L. Johnson

Executive Officer · 23 shared filings (13 issuers) · also on 3 other issuers

Jared L. Johnson is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Kevin T. Sedwick

Executive Officer · 20 shared filings (4 issuers) · also on 1 other issuer

Kevin T. Sedwick is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Ashish Malhotra

Executive Officer, Director · 20 shared filings (4 issuers)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

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

Tammy Harp

Executive Officer, Director · 10 shared filings (9 issuers)

Tammy Harp is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Kirk Rimer

Executive Officer, Director · 10 shared filings (5 issuers)

Kirk Rimer is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Ben Bates

Executive Officer, Director · 8 shared filings (7 issuers) · also on 3 other issuers

Ben Bates is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

M. Kevin Bryant

Executive Officer, Director · 8 shared filings (7 issuers) · also on 36 other issuers

M. Kevin Bryant is on 43 issuers in total — a repeat sponsor. Their page lists every one.

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

Benjamin Bates

Executive Officer · 8 shared filings (3 issuers)

Listed on the same filings as Diane Tobin. Their page shows their other deals.

The team behind the deals

C
Sponsor group

Crow

66 issuers · 180 filings · $13.09B reported sold · 2011–2026

One team, 66 deal companies. Diane Tobin is listed on 20 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Diane Tobin.

C
Sponsor group

Cresset

47 issuers · 144 filings · $1.88B reported sold · 2010–2026

One team, 47 deal companies. Diane Tobin is listed on 3 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Diane Tobin.

Same business address

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

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 2 of the 23 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): CHCP Global Securities, L.P., CHCP Value Fund, L.P..

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Diane Tobin 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 23 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Diane Tobin is listed on: none on file. No website or social profile named in CHCP Global Securities, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #55,530 of 374,652 in line (1,270 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Texas re:SearchTX court records ↗

Securities regulators

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

Business registries

Texas Secretary of State business search ↗OpenCorporates ↗

Change history

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