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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:00 AM ET

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EDWARD DEVLIN

Named as an officer, director or promoter on SEC Form D filings · CA · Jul 8, 2014 → Nov 7, 2017

78deals (issuers)
$86.7Breported sold
4,818investors
203Form D filings
2014–2017years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:31 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

EDWARD DEVLIN is listed as an executive officer on 203 SEC Form D filings by 78 issuers between Jul 2014 and Nov 2017. Largest by amount reported sold: PIMCO CAYMAN COMMODITY FUND I LTD (Newport Beach, CA — pooled investment fund — 2017; $12.01B reported sold to 1 investors), PIMCO GLOBAL CROSS-ASSET OPPORTUNITIES OFFSHORE FUND LTD. (Newport Beach, CA — pooled investment fund — 2014–2016; $7.15B reported sold to 214 investors), StocksPLUS, L.P. (Newport Beach, CA — pooled investment fund — 2014; $5.5B reported sold to 242 investors), PIMCO Tactical Opportunities Offshore Fund L.P. (Newport Beach, CA — pooled investment fund — 2014–2016; $5.38B reported sold to 720 investors), PIMCO Absolute Return Strategy IV Offshore Fund 1 Ltd (Newport Beach, CA — pooled investment fund — 2014–2016; $4.94B reported sold to 74 investors) and 73 more (all listed below).

What this means That is a lot of deals — 78 separate companies raised money with this person listed as executive officer, over about 3 years. Across those companies the filings report $86.7B sold in total.

Listed alongside ALFRED T. MURATA (203 shared filings), BRENT R. HARRIS (203 shared filings), DANIEL J. IVASCYN (203 shared filings), DAVID C. FLATTUM (203 shared filings), DOUGLAS M. HODGE (203 shared filings) and 139 others.

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

77 of the issuers belong to the sponsor group Pimco (263 issuers, $128.51B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Pimco has 263 companies on file and $128.51B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 13 bankruptcy cases matching the name listed in Key records below.

What this means 13 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 203 public filings for EDWARD DEVLIN and found 8 differences, 4 worth asking the sponsor about: Regulator action naming a team member: Douglas Michael Hodge (Aug 3, 2021); 4 offerings reported less sold on a later filing than an earlier one; 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 EDWARD DEVLIN has not run yet — it is joining a line of 44,995 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:31 AM ET.

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

2. Regulatory actions

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

What was searched

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

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

13 cases: 13 closed (disposition not in docket feed)

Edward H Devlin, III closed
United States Bankruptcy Court, M.D. Florida · No. 2:11-bk-23586 · Filed Dec 30, 2011 · Closed Apr 12, 2012
Role of Edward H Devlin, III: Debtor · Outcome: Case closed 2012-04-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in FL (not a filing state)
Edward C. Devlin and LIsa Devlin closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 05-35341 · Filed Oct 11, 2005 · Closed Jan 23, 2006
Role of Edward C. Devlin and LIsa Devlin: Debtor · Outcome: Case closed 2006-01-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in PA (not a filing state)
Edward A Devlin and Gretchen M Devlin closed
United States Bankruptcy Court, S.D. Ohio · No. 1:03-bk-17636 · Filed Sep 29, 2003 · Closed Jan 21, 2004
Role of Edward A Devlin and Gretchen M Devlin: Debtor · Outcome: Case closed 2004-01-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in OH (not a filing state)
Edward T Devlin, JR closed
United States Bankruptcy Court, N.D. Illinois · No. 99-36248 · Filed Nov 22, 1999 · Closed Mar 2, 2000
Role of Edward T Devlin, JR: Debtor · Outcome: Case closed 2000-03-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in IL (not a filing state)
Edward F Devlin closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 98-31476 · Filed Sep 9, 1998 · Closed Jul 2, 2004
Role of Edward F Devlin: Debtor · Outcome: Case closed 2004-07-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in PA (not a filing state)
Edward Devlin closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 96-16035 · Filed Jul 1, 1996 · Closed Sep 18, 1998
Role of Edward Devlin: Debtor · Outcome: Case closed 1998-09-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in PA (not a filing state)
Edward A. Devlin and Nancee L. Devlin closed
United States Bankruptcy Court, D. New Jersey · No. 94-13245 · Filed Jul 14, 1994 · Closed Jan 21, 1999
Role of Edward A. Devlin and Nancee L. Devlin: Debtor · Outcome: Case closed 1999-01-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in NJ (not a filing state)
EDWARD D DEVLIN and KIMBERLY J DEVLIN closed
United States Bankruptcy Court, D. Arizona · No. 4:93-bk-00643 · Filed Mar 10, 1993 · Closed Aug 10, 1993
Role of EDWARD D DEVLIN and KIMBERLY J DEVLIN: Debtor · Outcome: Case closed 1993-08-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in AR (not a filing state)
EDWARD DEVLIN closed
United States Bankruptcy Court, D. Arizona · No. 4:92-bk-03710 · Filed Nov 25, 1992 · Closed Aug 23, 1993
Role of EDWARD DEVLIN: Debtor · Outcome: Case closed 1993-08-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in AR (not a filing state)
Edward A. Devlin and Nancee L. Devlin closed
United States Bankruptcy Court, D. New Jersey · No. 92-13999 · Filed Aug 11, 1992 · Closed May 14, 1993
Role of Edward A. Devlin and Nancee L. Devlin: Debtor · Outcome: Case closed 1993-05-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in NJ (not a filing state)
Edward J. Devlin and Diane Devlin closed
United States Bankruptcy Court, D. New Jersey · No. 90-23122 · Filed Jul 24, 1990 · Closed Jun 12, 1992
Role of Edward J. Devlin and Diane Devlin: Debtor · Outcome: Case closed 1992-06-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in NJ (not a filing state)
Edward W. Devlin and Catherine L. Devlin closed
United States Bankruptcy Court, D. Vermont · No. 83-00125 · Filed Jun 22, 1983 · Closed Nov 21, 1983
Role of Edward W. Devlin and Catherine L. Devlin: Debtor · Outcome: Case closed 1983-11-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in VT (not a filing state)
Edward J Devlin closed
United States Bankruptcy Court, D. New Jersey · No. 82-5333 · Filed Aug 5, 1982 · Closed Aug 9, 1984
Role of Edward J Devlin: Debtor · Outcome: Case closed 1984-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); court in NJ (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, 2:31 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

8 differences found between the filings for EDWARD DEVLIN — 4 worth asking about (compared the newest 50 of 203 filings on Oct 24, 2026; older filings not covered)

Worth asking · Aug 3, 2021

Regulator action naming a team member: Douglas Michael Hodge (Aug 3, 2021)

A ap release dated Aug 3, 2021 names DOUGLAS M. HODGE (listed on the same filings). Our match estimate: 70%. The release is the source; we do not summarize its outcome here.

What this means A regulator filed or announced an action naming this person or company (or someone on the same filings). Read the release; ask the sponsor what it was and how it ended.

Sources
Worth asking · Oct 22, 2012 – May 26, 2017

4 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — PIMCO BRAVO Fund III Special Offshore Feeder, L.P. · Amount sold went down between filings — PIMCO CAYMAN COMMODITY PORTFOLIO II LTD · Amount sold went down between filings — PIMCO Cayman Commodity Fund III Ltd. · Amount sold went down between filings — PIMCO CAYMAN COMMODITY FUND II LTD

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Sources
Worth asking · Jul 2, 2014 – Apr 17, 2017

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

Form D filed 147 days after the first sale — PIMCO Discretionary Multi-Asset Portfolio, LP · Form D filed 640 days after the first sale — PIMCO Capital Securities Fund (Cayman) Ltd · Form D filed 917 days after the first sale — PIMCO International Portfolio Subsidiary LLC · Form D filed 16 days after the first sale — PIMCO Multi-Asset Absolute Return Systematic Offshore Fund L.P.

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

Sources
Note · Aug 1, 2006 – Nov 7, 2017

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

No amendment in the last 12 months on an offering that may still be open — PIMCO Cayman Mortgage Fund, a series of PIMCO Cayman Trust (latest filing Nov 7, 2017) · No amendment in the last 12 months on an offering that may still be open — PIMCO BRAVO Fund III Special Onshore Feeder TE, L.P. (latest filing May 26, 2017) · No amendment in the last 12 months on an offering that may still be open — PIMCO BRAVO Fund III Special Onshore Feeder, L.P. (latest filing May 26, 2017) · No amendment in the last 12 months on an offering that may still be open — PIMCO BRAVO Fund III Special Offshore Feeder, L.P. (latest filing May 26, 2017) · No amendment in the last 12 months on an offering that may still be open — PIMCO CAYMAN COMMODITY PORTFOLIO II LTD (latest filing Jan 12, 2017) · and 9 more

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

Sources
Worth asking · Dec 6, 2016 – May 1, 2020

21 people are no longer listed on a later amendment

EDWARD DEVLIN is no longer listed on the May 1, 2020 amendment — PIMCO COMMODITY ALPHA FUND LTD. · EDWARD DEVLIN is no longer listed on the Dec 10, 2018 amendment — PIMCO Money Market Fund Ltd. · EDWARD DEVLIN is no longer listed on the Dec 8, 2017 amendment — PHFS VII SP, A Segregated Portfolio of PHFS Series SPC · EDWARD DEVLIN is no longer listed on the Dec 8, 2017 amendment — PIMCO Multi-Asset Absolute Return Systematic Offshore Fund L.P. · EDWARD DEVLIN is no longer listed on the Dec 8, 2017 amendment — PIMCO Discretionary Multi-Asset Portfolio, LP · and 16 more

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

Sources
Note · Sep 13, 2016 – Jan 5, 2017

Offering amount changed between filings — PIMCO Corporate Opportunities Fund II Offshore Feeder, L.P.

The Sep 13, 2016 filing says an indefinite amount offered; the Jan 5, 2017 Form D/A says $146,122,500.

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

Sources
Note · Oct 5, 2016 – Jan 5, 2017

Offering amount changed between filings — PIMCO Corporate Opportunities Fund II, L.P.

The Oct 5, 2016 filing says an indefinite amount offered; the Jan 5, 2017 Form D/A says $550,405,000.

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

Sources
Note · Oct 5, 2016 – Jan 5, 2017

Offering amount changed between filings — PIMCO Corporate Opportunities Fund II Onshore Feeder, L.P.

The Oct 5, 2016 filing says an indefinite amount offered; the Jan 5, 2017 Form D/A says $603,863,320.

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

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

5. Money to insiders

5 of 80 offerings report sales commissions totalling $4,040,755; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Nov 7, 2017 D/A
PIMCO Cayman Mortgage Fund, a series of PIMCO Cayman Trust
File 021-274361
$0$0$0None listed on this filingEDGAR ↗
May 26, 2017 D/A
PIMCO BRAVO Fund III Special Offshore Feeder, L.P.
File 021-275513
$312,375$0$0MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
EDGAR ↗
May 26, 2017 D/A
PIMCO BRAVO Fund III Offshore Feeder, L.P.
File 021-275510
$162,500$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
EDGAR ↗
May 26, 2017 D/A
PIMCO BRAVO Fund III Onshore Feeder TE, L.P.
File 021-275508
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
EDGAR ↗
May 26, 2017 D/A
PIMCO BRAVO Fund III Onshore Feeder, L.P.
File 021-275506
$525,000$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
EDGAR ↗
May 26, 2017 D/A
PIMCO BRAVO Fund III Special Onshore Feeder, L.P.
File 021-275511
$2,472,313$0$0MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
EDGAR ↗
May 26, 2017 D/A
PIMCO BRAVO Fund III Special Onshore Feeder TE, L.P.
File 021-275512
$568,567$0$0MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗EDGAR ↗
May 16, 2017 D
PHFS VII SP, A Segregated Portfolio of PHFS Series SPC
File 021-286866
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Apr 17, 2017 D
PIMCO Multi-Asset Absolute Return Systematic Offshore Fund L.P.
File 021-284947
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Mar 1, 2017 D
PIMCO Discretionary Multi-Asset Portfolio, LP
File 021-281539
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Feb 28, 2017 D
PHFS VI TRENDS Managed Futures Offshore Fund, L.P.
File 021-281469
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Feb 28, 2017 D
PHFS VI SP, A Segregated Portfolio of PHFS Series SPC
File 021-281468
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Feb 14, 2017 D/A
PIMCO Absolute Return Strategy 3 Onshore Fund LLC
File 021-80427
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Feb 14, 2017 D/A
PIMCO Absolute Return Strategy 3E Onshore Fund LLC
File 021-119657
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Feb 14, 2017 D/A
PIMCO Absolute Return Strategy 3E Offshore Fund Ltd.
File 021-76219
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Feb 14, 2017 D/A
PIMCO Absolute Return Strategy 3 Offshore Fund Ltd.
File 021-108506
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Jan 27, 2017 D
PIMCO Money Market Fund Ltd.
File 021-279511
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Jan 13, 2017 D/A
PIMCO COMMODITY ALPHA FUND LTD.
File 021-192637
$0$0$0PIMCO Investments LLC BrokerCheck CRD 154957 ↗
via PIMCO Investments LLC (CRD 154957 ↗)
EDGAR ↗
Jan 12, 2017 D/A
PIMCO CAYMAN COMMODITY FUND I LTD
File 021-144044
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2017 D/A
PIMCO CAYMAN COMMODITY FUND II LTD
File 021-125823
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2017 D/A
PIMCO Cayman Commodity Fund III Ltd.
File 021-143893
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2017 D/A
PIMCO Cayman Commodity Fund VII, Ltd.
File 021-165480
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2017 D/A
PIMCO Cayman Commodity Fund VIII, Ltd.
File 021-210188
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2017 D
PIMCO Capital Securities Fund (Cayman) Ltd
File 021-278325
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2017 D/A
PIMCO CAYMAN COMMODITY PORTFOLIO I LTD
File 021-144005
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2017 D/A
PIMCO CAYMAN COMMODITY PORTFOLIO II LTD
File 021-128195
$0$0$0None listed on this filingEDGAR ↗
Jan 5, 2017 D/A
PIMCO Corporate Opportunities Fund II Onshore Feeder, L.P.
File 021-255300
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Jan 5, 2017 D/A
PIMCO Corporate Opportunities Fund II, L.P.
File 021-255303
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Jan 5, 2017 D/A
PIMCO Corporate Opportunities Fund II Offshore Feeder, L.P.
File 021-255302
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Jan 4, 2017 D/A
PIMCO ST Floating NAV III Subsidiary LLC
File 021-222101
$0$0$0None listed on this filingEDGAR ↗
Jan 4, 2017 D
PIMCO International Portfolio Subsidiary LLC
File 021-277595
$0$0$0None listed on this filingEDGAR ↗
Dec 8, 2016 D/A
PIMCO Absolute Return Strategy IV Employee Onshore Fund LLC
File 021-193920
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 8, 2016 D/A
PIMCO Absolute Return Strategy IV Offshore Fund 1 Ltd
File 021-42739
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 6, 2016 D/A
PIMCO Private Funds LLC: PIMCO Large Cap StocksPLUS Absolute Return Fund
File 021-130027
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 6, 2016 D/A
PIMCO Tactical Opportunities Offshore Fund L.P.
File 021-191949
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 6, 2016 D/A
PIMCO DISTRESSED SENIOR CREDIT OPPORTUNITIES FUND II OFFSHORE FEEDER, L.P.
File 021-167594
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 6, 2016 D/A
PIMCO Emerging Markets StocksPLUS AR Fund LLC
File 021-238014
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 6, 2016 D/A
PIMCO RAE International Fund LLC
File 021-241705
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 6, 2016 D/A
PIMCO RAE Emerging Markets Fund LLC
File 021-241704
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 6, 2016 D/A
PIMCO RAE Global ex-US Fund LLC
File 021-241696
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 6, 2016 D/A
PIMCO RAE Global Fund LLC
File 021-241701
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 6, 2016 D/A
PIMCO RAE US Fund LLC
File 021-241702
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO Multi-Asset Volatility Onshore Fund LLC
File 021-184330
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO Global Cross-asset Opportunities Onshore Fund LLC
File 021-130005
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO Municipal Funds LLC: PIMCO Municipal Focus Strategy Fund
File 021-84707
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO PRIVATE SERIES Co LLC: PIMCO MUNICIPAL REAL RETURN FUND
File 021-56001
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO Tactical Opportunities Onshore Fund L.P.
File 021-191951
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO TAIL RISK HEDGING DECEMBER ONSHORE FUND LLC
File 021-192966
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO ABSOLUTE RETURN STRATEGY IV FUND LLC
File 021-42740
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO Global Cross-asset Opportunities Employee Onshore Fund LLC
File 021-193939
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO TAIL RISK HEDGING JUNE ONSHORE FUND, LLC
File 021-185385
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO Tail Risk Hedging March Onshore Fund LLC
File 021-202946
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO Tail Risk Hedging September Onshore Fund LLC
File 021-204686
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO DISTRESSED SENIOR CREDIT OPPORTUNITIES FUND II, L.P.
File 021-167595
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO ABSOLUTE RETURN STRATEGY IV OFFSHORE FUND 2 LTD
File 021-42741
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO Absolute Return Strategy III Overlay Offshore Fund Ltd.
File 021-197180
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO LOAN INTERESTS & CREDIT ONSHORE FUND LLC
File 021-202963
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO Dividend Emerging Market Equity Sector Fund LLC
File 021-238015
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PHFS I SP, A Segregated Portfolio of PHFS Series SPC
File 021-244171
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PHFS II SP, A Segregated Portfolio of PHFS Series SPC
File 021-244173
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PHFS III SP, A Segregated Portfolio of PHFS Series SPC
File 021-250537
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PIMCO Absolute Return Strategy V Onshore Fund LLC
File 021-257814
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PHFS IV SP, A Segregated Portfolio of PHFS Series SPC
File 021-258917
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 2, 2016 D/A
PHFS V SP, A Segregated Portfolio of PHFS Series SPC
File 021-262935
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 1, 2016 D/A
PIMCO TAIL RISK HEDGING SEPTEMBER OFFSHORE FUND LTD.
File 021-204685
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 1, 2016 D/A
PIMCO ABSOLUTE RETURN STRATEGY V OFFSHORE FUND LTD
File 021-116300
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 1, 2016 D/A
PIMCO Combined Alpha Strategies Offshore Fund Ltd
File 021-99848
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 1, 2016 D/A
PIMCO GLOBAL CROSS-ASSET OPPORTUNITIES OFFSHORE FUND LTD.
File 021-92604
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 1, 2016 D/A
PIMCO MULTI-ASSET VOLATILITY OFFSHORE FUND LTD.
File 021-164207
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 1, 2016 D/A
PIMCO Multi-Asset Volatility Offshore Fund II Ltd.
File 021-192343
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 1, 2016 D/A
PIMCO Loan Interests & Credit Offshore Fund Ltd.
File 021-182435
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 1, 2016 D/A
PIMCO Global Inflation Linked Bond Fund Ltd.
File 021-231253
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Nov 9, 2016 D
PHFS III Equity Dispersion Offshore Fund, L.P.
File 021-274160
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Mar 15, 2016 D
PIMCO ELEVEN POINT FUND, LP
File 021-259322
$0$0$0PIMCO Canada Corp. no CRD number reportedEDGAR ↗
Jul 6, 2015 D
RAE Fund I, a series of PIMCO Offshore Funds
File 021-243077
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Apr 29, 2015 D
PIMCO Capital Securities Fund (Cayman) Ltd
File 021-238856
$0$0$0None listed on this filingEDGAR ↗
Dec 4, 2014 D/A
PIMCO ABSOLUTE RETURN STRATEGY IV IDF LLC
File 021-114329
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Dec 4, 2014 D/A
StocksPLUS, L.P.
File 021-130054
$0$0$0PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Nov 10, 2014 D
PIMCO Horseshoe Fund, LP
File 021-227972
$0$0$0
OFFERS AND SALES OF THE FUND WILL BE MADE BY AND THROUGH PIMCO INVESTMENTS LLC. HOWEVER, PIMCO INVESTMENTS LLC WILL NOT RECEIVE ANY SALES COMMISSIONS FOR ITS SERVICES.
PIMCO INVESTMENTS LLC BrokerCheck CRD 154957 ↗EDGAR ↗
Jul 8, 2014 D
PIMCO International Portfolio Subsidiary LLC
File 021-220556
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 78

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

Pooled Investment Fund · group: Pimco

PIMCO Cayman Mortgage Fund, a series of PIMCO Cayman Trust

Grand Cayman, Cayman Islands (as filed: E9) · Nov 14, 2016 → Nov 7, 2017 · 2 filings
  • Nov 7, 2017 · D/A · $1,913,248 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Adviser) EDGAR ↗
  • Nov 14, 2016 · D · $1,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Adviser) EDGAR ↗

Raised $1.91M from 1 investor as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO BRAVO Fund III Offshore Feeder, L.P.

Newport Beach, CA · Dec 1, 2016 → May 26, 2017 · 4 filings
  • May 26, 2017 · D/A · $827,750,000 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Mar 27, 2017 · D/A · $320,700,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jan 17, 2017 · D/A · $284,700,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Dec 1, 2016 · D · $277,050,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $1.73B from 49 investors as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO BRAVO Fund III Onshore Feeder TE, L.P.

Newport Beach, CA · Dec 1, 2016 → May 26, 2017 · 4 filings
  • May 26, 2017 · D/A · $706,421,000 sold of Indefinite · 75 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Mar 27, 2017 · D/A · $590,798,000 sold of Indefinite · 70 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jan 17, 2017 · D/A · $516,348,000 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Dec 1, 2016 · D · $361,348,000 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $1.26B from 122 investors as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO BRAVO Fund III Onshore Feeder, L.P.

Newport Beach, CA · Dec 1, 2016 → May 26, 2017 · 4 filings
  • May 26, 2017 · D/A · $517,955,068 sold of Indefinite · 66 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Mar 27, 2017 · D/A · $423,355,068 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jan 17, 2017 · D/A · $216,635,068 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Dec 1, 2016 · D · $112,195,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $990.5M from 101 investors as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO BRAVO Fund III Special Offshore Feeder, L.P.

Newport Beach, CA · Dec 1, 2016 → May 26, 2017 · 4 filings
  • May 26, 2017 · D/A · $17,850,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Mar 27, 2017 · D/A · $27,550,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jan 17, 2017 · D/A · $22,300,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Dec 1, 2016 · D · $8,050,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $27.6M from 29 investors as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO BRAVO Fund III Special Onshore Feeder TE, L.P.

Newport Beach, CA · Dec 1, 2016 → May 26, 2017 · 4 filings
  • May 26, 2017 · D/A · $34,989,550 sold of Indefinite · 103 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Mar 27, 2017 · D/A · $32,389,550 sold of Indefinite · 97 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jan 17, 2017 · D/A · $22,675,000 sold of Indefinite · 67 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Dec 1, 2016 · D · $14,525,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $35M from 103 investors as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO BRAVO Fund III Special Onshore Feeder, L.P.

Newport Beach, CA · Dec 1, 2016 → May 26, 2017 · 4 filings
  • May 26, 2017 · D/A · $142,275,000 sold of Indefinite · 305 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Mar 27, 2017 · D/A · $135,850,000 sold of Indefinite · 288 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jan 17, 2017 · D/A · $70,900,000 sold of Indefinite · 159 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Dec 1, 2016 · D · $45,200,000 sold of Indefinite · 99 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $142.3M from 305 investors as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PHFS VII SP, A Segregated Portfolio of PHFS Series SPC

Newport Beach, CA · May 16, 2017
  • May 16, 2017 · D · $50,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $50M from 1 investor as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Multi-Asset Absolute Return Systematic Offshore Fund L.P.

Newport Beach, CA · Apr 17, 2017
  • Apr 17, 2017 · D · $63,657,000 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $857.3M from 50 investors as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Discretionary Multi-Asset Portfolio, LP

Newport Beach, CA · Mar 1, 2017
  • Mar 1, 2017 · D · $350,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $561.4M from 3 investors as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PHFS VI TRENDS Managed Futures Offshore Fund, L.P.

Newport Beach, CA · Feb 28, 2017
  • Feb 28, 2017 · D · $9,900,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $70.2M from 13 investors as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PHFS VI SP, A Segregated Portfolio of PHFS Series SPC

Newport Beach, CA · Feb 28, 2017
  • Feb 28, 2017 · D · $9,900,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $636M from 21 investors as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Absolute Return Strategy 3E Offshore Fund Ltd.

Newport Beach, CA · Nov 13, 2014 → Feb 14, 2017 · 4 filings
  • Feb 14, 2017 · D/A · $2,493,864,179 sold of Indefinite · 58 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Dec 2, 2016 · D/A · $2,491,175,230 sold of Indefinite · 58 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 16, 2015 · D/A · $2,443,255,280 sold of Indefinite · 56 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 13, 2014 · D/A · $2,368,915,280 sold of Indefinite · 56 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $2.56B from 62 investors as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Absolute Return Strategy 3 Offshore Fund Ltd.

Newport Beach, CA · Nov 13, 2014 → Feb 14, 2017 · 4 filings
  • Feb 14, 2017 · D/A · $2,501,421,109 sold of Indefinite · 18 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Dec 1, 2016 · D/A · $2,501,421,109 sold of Indefinite · 18 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 16, 2015 · D/A · $2,501,421,109 sold of Indefinite · 18 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 13, 2014 · D/A · $2,501,421,109 sold of Indefinite · 18 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $2.5B from 19 investors as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Absolute Return Strategy 3 Onshore Fund LLC

Newport Beach, CA · Nov 13, 2014 → Feb 14, 2017 · 4 filings
  • Feb 14, 2017 · D/A · $237,424,763 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Dec 2, 2016 · D/A · $237,424,763 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 16, 2015 · D/A · $237,424,763 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 13, 2014 · D/A · $237,424,763 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗

Raised $237.4M from 4 investors as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Absolute Return Strategy 3E Onshore Fund LLC

Newport Beach, CA · Nov 13, 2014 → Feb 14, 2017 · 4 filings
  • Feb 14, 2017 · D/A · $273,110,000 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Dec 2, 2016 · D/A · $248,110,000 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 16, 2015 · D/A · $223,110,000 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 13, 2014 · D/A · $223,110,000 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗

Raised $363M from 15 investors as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Money Market Fund Ltd.

Newport Beach, CA · Jan 27, 2017
  • Jan 27, 2017 · D · $7,794,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $1.57B from 325 investors as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO COMMODITY ALPHA FUND LTD.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 13, 2017
  • Jan 13, 2017 · D/A · $1,039,602,890 sold of Indefinite · 16 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $2.12B from 81 investors as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO CAYMAN COMMODITY PORTFOLIO II LTD

Newport Beach, CA · Jan 12, 2017
  • Jan 12, 2017 · D/A · $41,150,294 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $209.7M from 1 investor as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO CAYMAN COMMODITY PORTFOLIO I LTD

Newport Beach, CA · Jan 12, 2017
  • Jan 12, 2017 · D/A · $87,078,356 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $319M from 1 investor as of the latest filing. Edward is listed as executive officer.

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.

Other Banking and Financial Services · group: Pimco

PIMCO Capital Securities Fund (Cayman) Ltd

Newport Beach, CA · Apr 29, 2015 → Jan 12, 2017 · 2 filings
  • Jan 12, 2017 · D · $3,232,886 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗
  • Apr 29, 2015 · D · $1,040,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $3.23M from 1 investor as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Pimco

PIMCO Cayman Commodity Fund VIII, Ltd.

Newport Beach, CA · Jan 12, 2017
  • Jan 12, 2017 · D/A · $87,638,171 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $87.6M from 1 investor as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Cayman Commodity Fund VII, Ltd.

Newport Beach, CA · Jan 12, 2017
  • Jan 12, 2017 · D/A · $196,488,059 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $196.5M from 1 investor as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Cayman Commodity Fund III Ltd.

Newport Beach, CA · Jan 12, 2017
  • Jan 12, 2017 · D/A · $670,679,192 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $1.93B from 1 investor as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO CAYMAN COMMODITY FUND II LTD

Newport Beach, CA · Jan 12, 2017
  • Jan 12, 2017 · D/A · $56,129,584 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $619.3M from 1 investor as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO CAYMAN COMMODITY FUND I LTD

Newport Beach, CA · Jan 12, 2017
  • Jan 12, 2017 · D/A · $1,405,316,006 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $12.01B from 1 investor as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Corporate Opportunities Fund II, L.P.

Newport Beach, CA · Jan 15, 2016 → Jan 5, 2017 · 5 filings
  • Jan 5, 2017 · D/A · $550,405,000 sold of $550,405,000 · 91 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Oct 5, 2016 · D/A · $468,375,000 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Sep 13, 2016 · D/A · $467,625,000 sold of Indefinite · 76 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • May 5, 2016 · D/A · $239,875,000 sold of Indefinite · 66 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jan 15, 2016 · D · $187,325,000 sold of Indefinite · 62 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $550.4M from 91 investors (100% of the $550.4M target) as of the latest filing. Edward is listed as executive officer on 5 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Corporate Opportunities Fund II Onshore Feeder, L.P.

Newport Beach, CA · Jan 15, 2016 → Jan 5, 2017 · 5 filings
  • Jan 5, 2017 · D/A · $603,863,320 sold of $603,863,320 · 103 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Oct 5, 2016 · D/A · $523,268,320 sold of Indefinite · 83 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Sep 13, 2016 · D/A · $259,118,320 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • May 5, 2016 · D/A · $137,620,000 sold of Indefinite · 70 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jan 15, 2016 · D · $136,170,000 sold of Indefinite · 66 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $603.9M from 103 investors (100% of the $603.9M target) as of the latest filing. Edward is listed as executive officer on 5 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Corporate Opportunities Fund II Offshore Feeder, L.P.

Newport Beach, CA · Jan 15, 2016 → Jan 5, 2017 · 4 filings
  • Jan 5, 2017 · D/A · $146,122,500 sold of $146,122,500 · 13 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Sep 13, 2016 · D/A · $123,312,500 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • May 5, 2016 · D/A · $111,687,500 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jan 15, 2016 · D · $100,750,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $146.1M from 13 investors (100% of the $146.1M target) as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Sources

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

Other Banking and Financial Services · group: Pimco

PIMCO International Portfolio Subsidiary LLC

Newport Beach, CA · Jul 8, 2014 → Jan 4, 2017 · 2 filings
  • Jan 4, 2017 · D · $100,098,461 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗
  • Jul 8, 2014 · D · $5,557,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $100.1M from 1 investor as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Pimco

PIMCO ST Floating NAV III Subsidiary LLC

Newport Beach, CA · Jul 31, 2014 → Jan 4, 2017 · 2 filings
  • Jan 4, 2017 · D/A · $2,540,527,795 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗
  • Jul 31, 2014 · D · $110,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗

Raised $2.54B from 1 investor as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Absolute Return Strategy IV Offshore Fund 1 Ltd

Newport Beach, CA · Nov 13, 2014 → Dec 8, 2016 · 3 filings
  • Dec 8, 2016 · D/A · $2,319,924,432 sold of Indefinite · 52 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 16, 2015 · D/A · $2,293,973,232 sold of Indefinite · 52 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 13, 2014 · D/A · $2,187,055,618 sold of Indefinite · 50 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $4.94B from 74 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Absolute Return Strategy IV Employee Onshore Fund LLC

Newport Beach, CA · Nov 13, 2014 → Dec 8, 2016 · 3 filings
  • Dec 8, 2016 · D/A · $81,788,995 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $81,788,995 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $75,863,995 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $88.4M from 30 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO RAE Emerging Markets Fund LLC

Newport Beach, CA · Jun 12, 2015 → Dec 6, 2016 · 3 filings
  • Dec 6, 2016 · D/A · $292,358,224 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $257,391,615 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jun 12, 2015 · D · $257,391,615 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $436.8M from 24 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO RAE International Fund LLC

Newport Beach, CA · Jun 12, 2015 → Dec 6, 2016 · 3 filings
  • Dec 6, 2016 · D/A · $943,071,283 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $862,945,830 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jun 12, 2015 · D · $862,945,830 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $1.02B from 17 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO RAE Global ex-US Fund LLC

Newport Beach, CA · Jun 12, 2015 → Dec 6, 2016 · 3 filings
  • Dec 6, 2016 · D/A · $241,901,020 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $211,901,020 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jun 12, 2015 · D · $211,901,020 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $260.9M from 7 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO RAE Global Fund LLC

Newport Beach, CA · Jun 12, 2015 → Dec 6, 2016 · 3 filings
  • Dec 6, 2016 · D/A · $746,753,455 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $736,953,455 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jun 12, 2015 · D · $736,953,455 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $761.2M from 12 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO RAE US Fund LLC

Newport Beach, CA · Jun 12, 2015 → Dec 6, 2016 · 3 filings
  • Dec 6, 2016 · D/A · $426,656,872 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $420,406,855 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jun 12, 2015 · D · $420,406,855 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $495.8M from 8 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Private Funds LLC: PIMCO Large Cap StocksPLUS Absolute Return Fund

Newport Beach, CA · Nov 13, 2014 → Dec 6, 2016 · 3 filings
  • Dec 6, 2016 · D/A · $765,794,221 sold of Indefinite · 18 investors · min. $5,000,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 16, 2015 · D/A · $765,794,221 sold of Indefinite · 18 investors · min. $5,000,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 13, 2014 · D/A · $765,794,221 sold of Indefinite · 18 investors · min. $5,000,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗

Raised $769.7M from 23 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Emerging Markets StocksPLUS AR Fund LLC

Newport Beach, CA · Apr 15, 2015 → Dec 6, 2016 · 3 filings
  • Dec 6, 2016 · D/A · $440,010,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $440,010,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Apr 15, 2015 · D · $200,010,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $440M from 2 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO DISTRESSED SENIOR CREDIT OPPORTUNITIES FUND II OFFSHORE FEEDER, L.P.

Newport Beach, CA · Nov 13, 2014 → Dec 6, 2016 · 3 filings
  • Dec 6, 2016 · D/A · $1,385,816,315 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $1,381,516,315 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $1,281,516,315 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $2.9B from 122 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Tactical Opportunities Offshore Fund L.P.

Newport Beach, CA · Nov 13, 2014 → Dec 6, 2016 · 3 filings
  • Dec 6, 2016 · D/A · $851,444,280 sold of Indefinite · 60 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $472,595,405 sold of Indefinite · 44 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $381,209,875 sold of Indefinite · 31 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $5.38B from 720 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO TAIL RISK HEDGING DECEMBER ONSHORE FUND LLC

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $2,069,664 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 20, 2015 · D/A · $1,192,718 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $666,349 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $2.3M from 12 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Tail Risk Hedging March Onshore Fund LLC

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $55,500 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 20, 2015 · D/A · $55,500 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $55,500 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $5.95M from 2 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Tactical Opportunities Onshore Fund L.P.

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $204,385,441 sold of Indefinite · 82 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $142,894,495 sold of Indefinite · 71 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $102,014,864 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $1.39B from 355 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Tail Risk Hedging September Onshore Fund LLC

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $39,500 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 20, 2015 · D/A · $39,500 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $39,500 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $40K from 2 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO DISTRESSED SENIOR CREDIT OPPORTUNITIES FUND II, L.P.

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $934,357,463 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE MANAGING MEMBER) EDGAR ↗
  • Nov 16, 2015 · D/A · $934,157,463 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE MANAGING MEMBER) EDGAR ↗
  • Nov 13, 2014 · D/A · $933,690,463 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE MANAGING MEMBER) EDGAR ↗

Raised $1.52B from 75 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Multi-Asset Volatility Onshore Fund LLC

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $169,668,031 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $163,080,531 sold of Indefinite · 73 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $161,143,031 sold of Indefinite · 71 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $271M from 84 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Dividend Emerging Market Equity Sector Fund LLC

Newport Beach, CA · Apr 15, 2015 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $33,541,344 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $33,541,344 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Apr 15, 2015 · D · $15,510,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $33.5M from 2 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Global Cross-asset Opportunities Employee Onshore Fund LLC

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $45,895,610 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $38,958,970 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $29,558,970 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $69.9M from 67 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Absolute Return Strategy V Onshore Fund LLC

Newport Beach, CA · Feb 19, 2016 → Dec 2, 2016 · 2 filings
  • Dec 2, 2016 · D/A · $67,307,060 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Feb 19, 2016 · D · $67,207,060 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $241.5M from 13 investors as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO LOAN INTERESTS & CREDIT ONSHORE FUND LLC

Newport Beach, CA · Nov 14, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $8,800,481 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $8,800,481 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 14, 2014 · D/A · $7,700,500 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $10.3M from 10 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO ABSOLUTE RETURN STRATEGY IV FUND LLC

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $731,438,331 sold of Indefinite · 64 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 16, 2015 · D/A · $722,401,039 sold of Indefinite · 62 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 13, 2014 · D/A · $709,519,826 sold of Indefinite · 60 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗

Raised $828.7M from 70 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Global Cross-asset Opportunities Onshore Fund LLC

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $419,235,507 sold of Indefinite · 23 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 16, 2015 · D/A · $292,300,507 sold of Indefinite · 15 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 13, 2014 · D/A · $285,215,507 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗

Raised $975.7M from 36 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Municipal Funds LLC: PIMCO Municipal Focus Strategy Fund

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $169,602,143 sold of Indefinite · 72 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 16, 2015 · D/A · $169,602,143 sold of Indefinite · 72 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 13, 2014 · D/A · $169,602,143 sold of Indefinite · 72 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗

Raised $176.2M from 75 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO PRIVATE SERIES Co LLC: PIMCO MUNICIPAL REAL RETURN FUND

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $869,969,758 sold of Indefinite · 382 investors · min. $5,000,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 16, 2015 · D/A · $869,969,758 sold of Indefinite · 382 investors · min. $5,000,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗
  • Nov 13, 2014 · D/A · $867,969,758 sold of Indefinite · 382 investors · min. $5,000,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗

Raised $1.04B from 383 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO TAIL RISK HEDGING JUNE ONSHORE FUND, LLC

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $3,006,948 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 20, 2015 · D/A · $2,107,948 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $1,400,324 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $3.01M from 7 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PHFS I SP, A Segregated Portfolio of PHFS Series SPC

Newport Beach, CA · Jul 21, 2015 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $253,700,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $186,800,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jul 21, 2015 · D · $194,000,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $253.7M from 5 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PHFS II SP, A Segregated Portfolio of PHFS Series SPC

Newport Beach, CA · Jul 21, 2015 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $301,500,016 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $252,350,500 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Jul 21, 2015 · D · $465,000,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $465M from 8 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PHFS III SP, A Segregated Portfolio of PHFS Series SPC

Newport Beach, CA · Nov 2, 2015 → Dec 2, 2016 · 2 filings
  • Dec 2, 2016 · D/A · $707,100,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 2, 2015 · D · $25,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $1.53B from 25 investors as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PHFS IV SP, A Segregated Portfolio of PHFS Series SPC

Newport Beach, CA · Mar 9, 2016 → Dec 2, 2016 · 2 filings
  • Dec 2, 2016 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Mar 9, 2016 · D · $20,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $282.9M from 8 investors as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PHFS V SP, A Segregated Portfolio of PHFS Series SPC

Newport Beach, CA · May 11, 2016 → Dec 2, 2016 · 2 filings
  • Dec 2, 2016 · D/A · $218,496,167 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • May 11, 2016 · D · $207,000,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $218.5M from 7 investors as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(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.

Pooled Investment Fund · group: Pimco

PIMCO Absolute Return Strategy III Overlay Offshore Fund Ltd.

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $90,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $90,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $90,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $90M from 1 investor as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO ABSOLUTE RETURN STRATEGY IV OFFSHORE FUND 2 LTD

Newport Beach, CA · Nov 13, 2014 → Dec 2, 2016 · 3 filings
  • Dec 2, 2016 · D/A · $2,099,521,024 sold of Indefinite · 185 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 16, 2015 · D/A · $1,998,690,623 sold of Indefinite · 179 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 13, 2014 · D/A · $1,976,719,471 sold of Indefinite · 177 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $2.19B from 204 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO ABSOLUTE RETURN STRATEGY V OFFSHORE FUND LTD

Newport Beach, CA · Nov 13, 2014 → Dec 1, 2016 · 3 filings
  • Dec 1, 2016 · D/A · $1,875,242,569 sold of Indefinite · 81 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $1,347,008,679 sold of Indefinite · 65 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $1,076,907,725 sold of Indefinite · 51 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $2.25B from 95 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO GLOBAL CROSS-ASSET OPPORTUNITIES OFFSHORE FUND LTD.

Newport Beach, CA · Nov 13, 2014 → Dec 1, 2016 · 3 filings
  • Dec 1, 2016 · D/A · $2,915,970,710 sold of Indefinite · 106 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 16, 2015 · D/A · $2,161,640,996 sold of Indefinite · 59 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 13, 2014 · D/A · $1,615,016,483 sold of Indefinite · 42 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $7.15B from 214 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Multi-Asset Volatility Offshore Fund II Ltd.

Newport Beach, CA · Nov 13, 2014 → Dec 1, 2016 · 3 filings
  • Dec 1, 2016 · D/A · $402,257,069 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $402,085,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $401,725,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $404.4M from 12 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Loan Interests & Credit Offshore Fund Ltd.

Newport Beach, CA · Nov 13, 2014 → Dec 1, 2016 · 3 filings
  • Dec 1, 2016 · D/A · $1,192,819,523 sold of Indefinite · 36 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $1,019,432,007 sold of Indefinite · 36 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $937,503,115 sold of Indefinite · 31 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $1.39B from 89 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO MULTI-ASSET VOLATILITY OFFSHORE FUND LTD.

Newport Beach, CA · Nov 13, 2014 → Dec 1, 2016 · 3 filings
  • Dec 1, 2016 · D/A · $1,600,251,032 sold of Indefinite · 89 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $1,311,927,907 sold of Indefinite · 82 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $1,250,709,216 sold of Indefinite · 80 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $1.63B from 93 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Combined Alpha Strategies Offshore Fund Ltd

Newport Beach, CA · Nov 13, 2014 → Dec 1, 2016 · 3 filings
  • Dec 1, 2016 · D/A · $946,185,657 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 16, 2015 · D/A · $946,185,657 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Nov 13, 2014 · D/A · $946,185,657 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $1.13B from 4 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Global Inflation Linked Bond Fund Ltd.

Newport Beach, CA · Dec 31, 2014 → Dec 1, 2016 · 3 filings
  • Dec 1, 2016 · D/A · $209,560,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 16, 2015 · D/A · $156,900,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Dec 31, 2014 · D · $100,000,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $1.7B from 30 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO TAIL RISK HEDGING SEPTEMBER OFFSHORE FUND LTD.

Newport Beach, CA · Nov 13, 2014 → Dec 1, 2016 · 3 filings
  • Dec 1, 2016 · D/A · $3,777,900 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 20, 2015 · D/A · $3,777,900 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗
  • Nov 13, 2014 · D/A · $3,777,900 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $3.78M from 3 investors as of the latest filing. Edward is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PHFS III Equity Dispersion Offshore Fund, L.P.

Newport Beach, CA · Nov 9, 2016
  • Nov 9, 2016 · D · $27,580,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $134.9M from 10 investors as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO ELEVEN POINT FUND, LP

Newport Beach, CA · Mar 15, 2016
  • Mar 15, 2016 · D · $601,990,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $602M from 2 investors as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund

RAE Fund I, a series of PIMCO Offshore Funds

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jul 6, 2015
  • Jul 6, 2015 · D · $34,027,231 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $34M from 1 investor as of the latest filing. Edward is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO ABSOLUTE RETURN STRATEGY IV IDF LLC

Newport Beach, CA · Nov 13, 2014 → Dec 4, 2014 · 2 filings
  • Dec 4, 2014 · D/A · $37,753,379 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗
  • Nov 13, 2014 · D/A · $37,753,379 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Managing Member) EDGAR ↗

Raised $142.9M from 10 investors as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

StocksPLUS, L.P.

Newport Beach, CA · Nov 13, 2014 → Dec 4, 2014 · 2 filings
  • Dec 4, 2014 · D/A · $4,744,344,959 sold of Indefinite · 232 investors · min. $100,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗
  • Nov 13, 2014 · D/A · $4,773,344,959 sold of Indefinite · 232 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $5.5B from 242 investors as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Pimco

PIMCO Horseshoe Fund, LP

Newport Beach, CA · Nov 10, 2014
  • Nov 10, 2014 · D · $505,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (EXECUTIVE OFFICER OF THE INVESTMENT MANAGER) EDGAR ↗

Raised $505M from 2 investors as of the latest filing. Edward is listed as executive officer.

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 Edward 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.

Management entity

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Promoter, Executive Officer · 184 shared filings (77 issuers) · also on 143 other issuers

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is on 220 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

StocksPLUS Management Inc.

Promoter · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Edward Devlin. Their page shows their other deals.

Management entity

PACIFIC INVESTMENT MANAGEMENTLLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Edward Devlin. Their page shows their other deals.

Management entity

MaplesFS PCT Ltd.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Edward Devlin. Their page shows their other deals.

Management entity

O. MaplesFS PCT Ltd.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Edward Devlin. Their page shows their other deals.

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

ALFRED T. MURATA

Executive Officer · 203 shared filings (78 issuers) · also on 107 other issuers

ALFRED T. MURATA is on 185 issuers in total — a repeat sponsor. Their page lists every one.

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

PETER G. STRELOW

Executive Officer · 203 shared filings (78 issuers) · also on 129 other issuers

PETER G. STRELOW is on 207 issuers in total — a repeat sponsor. Their page lists every one.

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

DANIEL J. IVASCYN

Executive Officer · 203 shared filings (78 issuers) · also on 162 other issuers

DANIEL J. IVASCYN is on 240 issuers in total — a repeat sponsor. Their page lists every one.

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

MARK R. KIESEL

Executive Officer · 203 shared filings (78 issuers) · also on 141 other issuers

MARK R. KIESEL is on 219 issuers in total — a repeat sponsor. Their page lists every one.

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

ROBERT O. YOUNG

Executive Officer, Director · 203 shared filings (78 issuers) · also on 52 other issuers

ROBERT O. YOUNG is on 130 issuers in total — a repeat sponsor. Their page lists every one.

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

Thomas Otterbein

Executive Officer · 203 shared filings (78 issuers) · also on 74 other issuers

Thomas Otterbein is on 152 issuers in total — a repeat sponsor. Their page lists every one.

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

DOUGLAS M. HODGE

Executive Officer, Director · 203 shared filings (78 issuers) · also on 46 other issuers

DOUGLAS M. HODGE is on 124 issuers in total — a repeat sponsor. Their page lists every one.

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

SCOTT A. MATHER

Executive Officer · 203 shared filings (78 issuers) · also on 100 other issuers

SCOTT A. MATHER is on 178 issuers in total — a repeat sponsor. Their page lists every one.

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

BRENT R. HARRIS

Executive Officer, Director · 203 shared filings (78 issuers) · also on 77 other issuers

BRENT R. HARRIS is on 155 issuers in total — a repeat sponsor. Their page lists every one.

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

DAVID C. FLATTUM

Executive Officer · 203 shared filings (78 issuers) · also on 118 other issuers

DAVID C. FLATTUM is on 196 issuers in total — a repeat sponsor. Their page lists every one.

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

MIHIR P. WORAH

Executive Officer, Director · 203 shared filings (78 issuers) · also on 71 other issuers

MIHIR P. WORAH is on 149 issuers in total — a repeat sponsor. Their page lists every one.

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

STEPHEN A. RODOSKY

Executive Officer · 203 shared filings (78 issuers) · also on 70 other issuers

STEPHEN A. RODOSKY is on 148 issuers in total — a repeat sponsor. Their page lists every one.

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

JAMES F. MOORE

Executive Officer · 203 shared filings (78 issuers) · also on 38 other issuers

JAMES F. MOORE is on 116 issuers in total — a repeat sponsor. Their page lists every one.

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

WILLIAM G. DE LEON

Executive Officer · 203 shared filings (78 issuers) · also on 26 other issuers

WILLIAM G. DE LEON is on 104 issuers in total — a repeat sponsor. Their page lists every one.

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

JEROME M. SCHNEIDER

Executive Officer · 203 shared filings (78 issuers) · also on 72 other issuers

JEROME M. SCHNEIDER is on 150 issuers in total — a repeat sponsor. Their page lists every one.

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

ERIC MICHAEL SUTHERLAND

Executive Officer · 203 shared filings (78 issuers) · also on 47 other issuers

ERIC MICHAEL SUTHERLAND is on 125 issuers in total — a repeat sponsor. Their page lists every one.

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

QI WANG

Executive Officer · 202 shared filings (78 issuers) · also on 120 other issuers

QI WANG is on 198 issuers in total — a repeat sponsor. Their page lists every one.

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

LEW W. JACOBS IV

Executive Officer · 202 shared filings (78 issuers) · also on 37 other issuers

LEW W. JACOBS IV is on 115 issuers in total — a repeat sponsor. Their page lists every one.

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

ANDREW TAYLOR VADEN

Executive Officer · 202 shared filings (78 issuers) · also on 15 other issuers

ANDREW TAYLOR VADEN is on 93 issuers in total — a repeat sponsor. Their page lists every one.

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

MOHIT MITTAL

Executive Officer · 201 shared filings (78 issuers) · also on 105 other issuers

MOHIT MITTAL is on 183 issuers in total — a repeat sponsor. Their page lists every one.

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

SUDESH N. MARIAPPA

Executive Officer · 201 shared filings (78 issuers) · also on 37 other issuers

SUDESH N. MARIAPPA is on 115 issuers in total — a repeat sponsor. Their page lists every one.

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

MOHSEN FAHMI

Executive Officer · 201 shared filings (78 issuers) · also on 37 other issuers

MOHSEN FAHMI is on 115 issuers in total — a repeat sponsor. Their page lists every one.

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

JONATHAN LANE HORNE

Executive Officer · 200 shared filings (78 issuers) · also on 44 other issuers

JONATHAN LANE HORNE is on 122 issuers in total — a repeat sponsor. Their page lists every one.

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

CANDICE STACK WHITTEN

Executive Officer · 199 shared filings (77 issuers) · also on 122 other issuers

CANDICE STACK WHITTEN is on 199 issuers in total — a repeat sponsor. Their page lists every one.

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

THIBAULT CHRISTIAN STRACKE

Executive Officer · 199 shared filings (77 issuers) · also on 107 other issuers

THIBAULT CHRISTIAN STRACKE is on 184 issuers in total — a repeat sponsor. Their page lists every one.

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

MICHAEL A. GOMEZ

Executive Officer · 199 shared filings (77 issuers) · also on 40 other issuers

MICHAEL A. GOMEZ is on 117 issuers in total — a repeat sponsor. Their page lists every one.

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

JOSHUA THEODORE THIMONS

Executive Officer · 197 shared filings (76 issuers) · also on 27 other issuers

JOSHUA THEODORE THIMONS is on 103 issuers in total — a repeat sponsor. Their page lists every one.

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

Susan L. Wilson

Executive Officer · 194 shared filings (76 issuers) · also on 35 other issuers

Susan L. Wilson is on 111 issuers in total — a repeat sponsor. Their page lists every one.

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

Jennifer S. Bridwell

Executive Officer · 192 shared filings (76 issuers) · also on 42 other issuers

Jennifer S. Bridwell is on 118 issuers in total — a repeat sponsor. Their page lists every one.

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

JENNIFER E. DURHAM

Executive Officer · 188 shared filings (73 issuers) · also on 54 other issuers

JENNIFER E. DURHAM is on 127 issuers in total — a repeat sponsor. Their page lists every one.

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

MARC PETER SEIDNER

Executive Officer · 165 shared filings (75 issuers) · also on 142 other issuers

MARC PETER SEIDNER is on 217 issuers in total — a repeat sponsor. Their page lists every one.

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

JOHN WILLIAM MURRAY

Executive Officer · 164 shared filings (75 issuers) · also on 64 other issuers

JOHN WILLIAM MURRAY is on 139 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Sponsor group

Pimco

263 issuers · 1164 filings · $128.51B reported sold · 2009–2026

One team, 263 deal companies. Edward Devlin is listed on 77 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 EDWARD DEVLIN.

Same business address

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

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

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 77 of the 78 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): StocksPLUS, L.P., PIMCO Tactical Opportunities Onshore Fund L.P., PIMCO Tactical Opportunities Offshore Fund L.P., PIMCO RAE International Fund LLC, PIMCO RAE Emerging Markets Fund LLC, PIMCO RAE Global ex-US Fund LLC, PIMCO Global Inflation Linked Bond Fund Ltd., PIMCO ABSOLUTE RETURN STRATEGY IV IDF LLC, PIMCO GLOBAL CROSS-ASSET OPPORTUNITIES OFFSHORE FUND LTD., PIMCO Absolute Return Strategy 3 Offshore Fund Ltd., PIMCO Absolute Return Strategy 3E Offshore Fund Ltd., PIMCO ABSOLUTE RETURN STRATEGY IV OFFSHORE FUND 2 LTD, PIMCO Absolute Return Strategy IV Offshore Fund 1 Ltd, PIMCO ABSOLUTE RETURN STRATEGY V OFFSHORE FUND LTD, PIMCO DISTRESSED SENIOR CREDIT OPPORTUNITIES FUND II OFFSHORE FEEDER, L.P., PIMCO DISTRESSED SENIOR CREDIT OPPORTUNITIES FUND II, L.P., PIMCO Global Cross-asset Opportunities Employee Onshore Fund LLC, PIMCO ABSOLUTE RETURN STRATEGY IV FUND LLC, PIMCO Absolute Return Strategy IV Employee Onshore Fund LLC, PIMCO PRIVATE SERIES Co LLC: PIMCO MUNICIPAL REAL RETURN FUND, PIMCO Private Funds LLC: PIMCO Large Cap StocksPLUS Absolute Return Fund, PIMCO Municipal Funds LLC: PIMCO Municipal Focus Strategy Fund, PIMCO Global Cross-asset Opportunities Onshore Fund LLC, PIMCO Absolute Return Strategy 3E Onshore Fund LLC, PIMCO Absolute Return Strategy 3 Onshore Fund LLC, PHFS III SP, A Segregated Portfolio of PHFS Series SPC, PHFS IV SP, A Segregated Portfolio of PHFS Series SPC, PIMCO Absolute Return Strategy V Onshore Fund LLC, PHFS V SP, A Segregated Portfolio of PHFS Series SPC, PHFS III Equity Dispersion Offshore Fund, L.P., PIMCO Discretionary Multi-Asset Portfolio, LP, PHFS VI TRENDS Managed Futures Offshore Fund, L.P., PHFS VI SP, A Segregated Portfolio of PHFS Series SPC, PIMCO COMMODITY ALPHA FUND LTD., PIMCO Multi-Asset Absolute Return Systematic Offshore Fund L.P., PIMCO RAE US Fund LLC, PIMCO RAE Global Fund LLC, PIMCO LOAN INTERESTS & CREDIT ONSHORE FUND LLC, PIMCO Loan Interests & Credit Offshore Fund Ltd., PIMCO Combined Alpha Strategies Offshore Fund Ltd, PIMCO Money Market Fund Ltd., PIMCO TAIL RISK HEDGING DECEMBER ONSHORE FUND LLC, PIMCO Emerging Markets StocksPLUS AR Fund LLC, PIMCO Multi-Asset Volatility Offshore Fund II Ltd., PIMCO MULTI-ASSET VOLATILITY OFFSHORE FUND LTD., PIMCO Absolute Return Strategy III Overlay Offshore Fund Ltd., PIMCO TAIL RISK HEDGING SEPTEMBER OFFSHORE FUND LTD., PIMCO Tail Risk Hedging September Onshore Fund LLC, PIMCO Tail Risk Hedging March Onshore Fund LLC, PIMCO TAIL RISK HEDGING JUNE ONSHORE FUND, LLC, PIMCO Multi-Asset Volatility Onshore Fund LLC, PHFS II SP, A Segregated Portfolio of PHFS Series SPC, PHFS I SP, A Segregated Portfolio of PHFS Series SPC, PHFS VII SP, A Segregated Portfolio of PHFS Series SPC, PIMCO BRAVO Fund III Offshore Feeder, L.P., PIMCO BRAVO Fund III Onshore Feeder TE, L.P., PIMCO BRAVO Fund III Onshore Feeder, L.P., PIMCO Cayman Mortgage Fund, a series of PIMCO Cayman Trust, PIMCO BRAVO Fund III Special Offshore Feeder, L.P., PIMCO BRAVO Fund III Special Onshore Feeder TE, L.P., PIMCO BRAVO Fund III Special Onshore Feeder, L.P., PIMCO Capital Securities Fund (Cayman) Ltd, PIMCO CAYMAN COMMODITY PORTFOLIO II LTD, PIMCO CAYMAN COMMODITY PORTFOLIO I LTD, PIMCO Cayman Commodity Fund VIII, Ltd., PIMCO Cayman Commodity Fund VII, Ltd., PIMCO Cayman Commodity Fund III Ltd., PIMCO CAYMAN COMMODITY FUND II LTD, PIMCO CAYMAN COMMODITY FUND I LTD, PIMCO Corporate Opportunities Fund II Offshore Feeder, L.P., PIMCO Corporate Opportunities Fund II Onshore Feeder, L.P., PIMCO ST Floating NAV III Subsidiary LLC, PIMCO International Portfolio Subsidiary LLC, PIMCO Dividend Emerging Market Equity Sector Fund LLC, PIMCO ELEVEN POINT FUND, LP, RAE Fund I, a series of PIMCO Offshore Funds, PIMCO Horseshoe Fund, LP.

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 EDWARD DEVLIN 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 78 issuers this person is listed on — nothing matched.

Public profiles and social

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

Look further

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

Found on the sponsor's own site

pimco.com ↗ found on PIMCO Cayman Mortgage Fund, a series of PIMCO Cayman Trust (pimco.com — same registered sponsor family (group "Pimco"); known from issuer CIK 1571731 (search:bing))

Change history

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