Sponsor Check › Person
Related person on Form D filings · address states as listed: IL, MD, FL · listed Jun 11, 2012 → Sep 23, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
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None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. 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.
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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
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None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
1 of 70 offerings reports sales commissions totalling $2,997,330; 0 report finder's fees; 2 report proceeds to related persons totalling $19,482,000. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Sep 23, 2026 D File 021-598482 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 15, 2026 D File 021-597481 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 2, 2026 D File 021-596237 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 17, 2026 D File 021-591314 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 30, 2026 D File 021-589165 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 30, 2026 D File 021-589202 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 9, 2026 D File 021-586776 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 29, 2026 D/A File 021-513363 | $0 | $0 | $0 (est.) Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | May 29, 2026 D/A File 021-513773 | $0 | $0 | $19,500 (est.) Reflects an estimate of the annual amount paid to directors. | None listed on this filing |
| EDGAR ↗ | May 29, 2026 D/A File 021-513766 | $0 | $0 | $0 (est.) Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | May 13, 2026 D File 021-583891 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 21, 2026 D File 021-581260 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 6, 2026 D File 021-579221 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 6, 2026 D File 021-579219 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 11, 2026 D File 021-576089 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 28, 2026 D/A File 021-198543 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 28, 2026 D/A File 021-288264 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 23, 2025 D/A File 021-530038 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the Managing Member as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | May 22, 2025 D/A File 021-514234 | $0 | $0 | $0 Customary fees are paid as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Apr 2, 2025 D/A File 021-509277 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 5, 2024 D/A File 021-466971 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 27, 2024 D/A File 021-498366 | $0 (est.) | $0 (est.) | $0 (est.) Cresset Direct Investment Management I, LLC recieves customary management fees | None listed on this filing |
| EDGAR ↗ | Nov 13, 2024 D/A File 021-419501 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 18, 2024 D File 021-527181 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 29, 2024 D/A File 021-457586 | $0 (est.) | $0 (est.) | $0 (est.) The Manager receives customary management fees. | None listed on this filing |
| EDGAR ↗ | Jul 25, 2024 D/A File 021-467100 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Managing Member as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Jun 20, 2024 D/A File 021-484777 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Mar 14, 2024 D/A File 021-437503 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 9, 2023 D File 021-496909 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 19, 2023 D/A File 021-461891 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's Offering materials. | None listed on this filing |
| EDGAR ↗ | Aug 28, 2023 D File 021-490787 | $0 (est.) | $0 (est.) | $0 (est.) The Managing Member receives customary management fees. | None listed on this filing |
| EDGAR ↗ | Aug 25, 2023 D File 021-490699 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Aug 25, 2023 D File 021-490677 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Jul 17, 2023 D File 021-487062 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Feb 28, 2023 D File 021-474493 | $2,997,330 | $0 | $19,462,500 | Deutsche Bank Securities Inc. BrokerCheck CRD 2525 ↗ |
| EDGAR ↗ | Nov 15, 2022 D/A File 021-421671 | $0 | $0 | $0 (est.) Customary fees are paid by the Issuer to the Managing Member as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | May 13, 2022 D File 021-445618 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Apr 28, 2022 D/A File 021-387771 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Managing Member as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Mar 22, 2022 D File 021-438310 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 18, 2021 D File 021-421667 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Nov 18, 2021 D File 021-421674 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Sep 27, 2021 D File 021-414745 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer?s offering materials. | None listed on this filing |
| EDGAR ↗ | Jul 15, 2021 D File 021-406438 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Jul 15, 2021 D File 021-406440 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | May 24, 2021 D File 021-400368 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Apr 28, 2021 D File 021-397447 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer?s offering materials. | None listed on this filing |
| EDGAR ↗ | Apr 28, 2021 D File 021-397445 | $0 | $0 | $0 (est.) Customary fees are paid by the Issuer to the Manager as provided for in the Issuer?s offering materials. | None listed on this filing |
| EDGAR ↗ | Apr 28, 2021 D File 021-397446 | $0 | $0 | $0 (est.) Customary fees are paid by the Issuer to the Manager as provided for in the Issuer?s offering materials. | None listed on this filing |
| EDGAR ↗ | Apr 22, 2021 D File 021-396739 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 22, 2021 D File 021-387110 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Oct 30, 2020 D File 021-379377 | $0 | $0 | $0 Customary fees are paid by the Issuer to the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Jul 8, 2020 D File 021-370461 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 5, 2019 D/A File 021-327146 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 5, 2019 D/A File 021-327143 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Aug 6, 2019 D File 021-345873 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the Special Member as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Jul 17, 2019 D File 021-344523 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Jul 17, 2019 D File 021-344526 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Jul 17, 2019 D File 021-344524 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | May 3, 2019 D File 021-338811 | $0 | $0 | $0 | Not Applicable no CRD number reported |
| EDGAR ↗ | Jan 31, 2019 D File 021-331880 | $0 | $0 | $0 Customary fees are paid by the Issuer to the Manager and the General Partner as provided for in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Feb 20, 2018 D File 021-305997 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 10, 2017 D/A File 021-261032 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 15, 2016 D File 021-274541 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 9, 2015 D/A File 021-165341 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 29, 2012 D/A File 021-160300 | $0 (est.) | $0 (est.) | $0 (est.) The Issuer's general partner or one of its affiliates will receive a management fee payable by the Issuer generally equal to a percentage of the aggregate subscriptions of the limited partners of the Issuer. | Rock Lake Associates no CRD number reported Futura Investment SA no CRD number reported |
| EDGAR ↗ | Oct 4, 2012 D/A File 021-173854 | $0 | $0 | $0 (est.) The Issuer's general partner or one of its affiliates may recieve a management fee payable by the Issuer generally equal to a percentage of the aggregate subscriptions of certain limited partners of the Issuer. | None listed on this filing |
| EDGAR ↗ | Jun 11, 2012 D File 021-179537 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 8, 2010 D/A File 021-129556 | $0 | $0 | $0 (est.) The Issuer's general partner or one of its affiliates will receive a management fee payable by the Issuer equal to a percentage of the aggregate subscriptions of the limited partners of the Issuer. | None listed on this filing |
| EDGAR ↗ | Sep 1, 2009 D File 021-134094 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 12, 2009 D File 021-85137 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Private Equity - FP Infra V, L.P. group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Sep 23, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Venture Capital Access Fund 1, L.P. group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Sep 15, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $27,015,000 | 60 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Equity - PX3 Fund II, L.P. group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Sep 2, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Mtge Opportunities Fund, L.P. group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Jul 17, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Direct Investment Fund IV, L.P. group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Jun 30, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Direct Investment Fund IV Tax-Exempt L.P. group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Jun 30, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stonelake VIII Access Fund, L.P. group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Jun 9, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Altair CHP Offshore Fund II, Ltd. group: Cresset | Executive Officer, Promoter Director of Manager of one or more parent entities of the Issuer | May 29, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $24,700,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Altair CHP Fund II, LLC group: Cresset | Executive Officer, Promoter Director of Manager of one or more parent entities of the Issuer | May 29, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,150,000 | 17 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Altair CHP Fund, LLC group: Cresset | Executive Officer, Promoter Director of Manager of one or more parent entities of the Issuer | May 29, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $187,200,000 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Venture Opportunity Series Fund, L.P. - Series 2 group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | May 13, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Venture Opportunity Series Fund, L.P. - Series 1 group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Apr 21, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Equity - Layer Global I (TE), L.P. group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Apr 6, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Private Equity - Layer Global I, L.P. group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Apr 6, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Real Estate - PP III, L.P. group: Cresset | Executive Officer, Promoter Director of Manager of General Partner of Issuer | Mar 11, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset High Yield Municipal Fund, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jan 28, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $233,115,501 | 247 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Meristem Global Equity Fund LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jan 28, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $278,088,000 | 189 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Peakline Real Estate BTR Fund I, LLC group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer. | Dec 23, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $51,859,500 | 94 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Ventures II Feeder, LLC group: Group linked by Avy Stein | Executive Officer Executive officer of one or more parent entities of the Issuer. | May 22, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $8,930,000 | 36 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Altair CHP Fund, LLC group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer | May 15, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $127,850,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Altair CHP Offshore Fund II, Ltd. group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer | May 15, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,700,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Altair CHP Fund II, LLC group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer | May 15, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,100,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Ventures II, LP group: Group linked by Avy Stein | Executive Officer Executive officer of one or more parent entities of the Issuer. | Apr 2, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $84,925,000 | 250 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Meristem Global Equity Fund LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jan 29, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $262,808,000 | 179 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset High Yield Municipal Fund, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jan 29, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $205,160,501 | 229 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Partners Private Credit Fund, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Dec 5, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $439,963,000 | 611 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Direct Investments, LLC - Series 5 group: Cresset Direct | Executive Officer | Nov 27, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $29,275,000 | 58 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Peakline Real Estate BTR Fund I, LLC group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer. | Nov 21, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Employee Fund I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Nov 13, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $7,004,001 | 112 similar: 4–27 | $5,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Direct Investments, LLC - Series 7 group: Cresset Direct | Executive Officer | Oct 18, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $72,652,500 | 260 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Direct Investments, LLC - Series 1 group: Cresset Direct | Executive Officer | Aug 29, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $21,700,000 | 60 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Partners Private Equity Opportunities I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer | Jul 25, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $101,082,500 | 234 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Partners Private Credit Fund (Onshore Feeder), LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jun 20, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $93,805,000 | 243 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Ventures II Feeder, LLC group: Group linked by Avy Stein | Executive Officer Executive officer of one or more parent entities of the Issuer. | May 24, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Altair CHP Offshore Fund II, Ltd. group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer | May 20, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Altair CHP Fund, LLC group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer | May 20, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Altair CHP Fund II, LLC group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer | May 15, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $2,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Ventures II, LP group: Group linked by Avy Stein | Executive Officer Executive officer of one or more parent entities of the Issuer. | Apr 2, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Ventures I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Mar 14, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $144,500,500 | 235 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset High Yield Municipal Fund, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jan 30, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $180,918,001 | 201 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Meristem Global Equity Fund LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jan 30, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $247,508,001 | 169 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Partners Private Credit Fund, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Dec 7, 2023 | D/A | Indefinite similar: $500,000–$16,420,250 | $275,683,000 | 403 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Direct Investments, LLC - Series 5 group: Cresset Direct | Executive Officer | Nov 29, 2023 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Employee Fund I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Nov 13, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $7,004,001 | 112 similar: 4–27 | $5,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Direct Investments, LLC - Series 4 group: Cresset Direct | Executive Officer | Nov 9, 2023 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | $25,000,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Ventures I Feeder, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Oct 19, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,150,000 | 15 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Direct Investments, LLC - Series 1 group: Cresset Direct | Executive Officer | Aug 29, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,950,000 | 52 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Direct Investments, LLC - Series 3 group: Cresset Direct | Executive Officer | Aug 28, 2023 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Partners Private Equity Co-Investment Fund, LP - Series I group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Aug 25, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Private Equity Vintage Fund, LP - Cresset Series 2024 group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Aug 25, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Partners Private Equity Opportunities I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer | Aug 14, 2023 | D/A | Indefinite similar: $500,000–$16,420,250 | $90,942,500 | 197 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Capital Management LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jul 17, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $44,402,578 | 101 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Partners Private Credit Fund (Onshore Feeder), LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jun 21, 2023 | D | Indefinite similar: $500,000–$16,420,250 | $52,400,000 | 153 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Ventures I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Mar 16, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $111,010,500 | 177 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Derm Holdings LLC group: Ederm | Director | Feb 28, 2023 | D | $90,000,000 similar: $1,120,617–$11,272,500 | $90,000,000 | 3 similar: 3–24 | No minimum reported similar: $10,000–$70,605 |
| EDGAR ↗ | Meristem Global Equity Fund LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jan 30, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $237,053,001 | 166 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset High Yield Municipal Fund, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jan 30, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $168,573,001 | 186 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Partners Private Equity Opportunities I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer | Dec 9, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $80,545,000 | 158 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Partners Private Credit Fund, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Dec 8, 2022 | D | Indefinite similar: $500,000–$16,420,250 | $25,410,000 | 60 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Private Credit Access II, LLC group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer | Nov 15, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $28,075,000 | 46 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Employee Fund I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Nov 2, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $6,596,501 | 101 similar: 4–27 | $5,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Ventures I Feeder, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Oct 17, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $3,800,000 | 13 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Direct Investments, LLC - Series 1 group: Cresset Direct | Executive Officer | Aug 31, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | C-D QOZ II Main Street (Co-Invest), LP group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | May 13, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $10,750,000 | 5 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Partners Asset Management Fund I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the issuer. | Apr 28, 2022 | D/A | $200,000,000 similar: $155,000–$5,250,000 | $33,500,000 | 69 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Partners BDC Fund II, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Mar 22, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $51,865,000 | 109 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Ventures I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Mar 16, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $39,550,000 | 29 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Real Estate Logistics Fund I-B, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer | Nov 18, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $2,800,000 | 3 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Private Credit Access II, LLC group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer | Nov 18, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $15,650,000 | 23 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | C-D QOZ II Garfield (Co-Invest), LP group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer | Nov 18, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $10,150,000 | 3 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Employee Fund I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Nov 2, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $5,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Private Capital WMC II, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Sep 27, 2021 | D | $30,000,000 similar: $155,000–$5,250,000 | $18,175,000 | 42 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CRE Logistics Whiteland (Co-Invest), LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jul 15, 2021 | D | $250,000,000 similar: $155,000–$5,250,000 | $3,600,000 | 4 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | CRE Logistics Glendale I (Co-Invest), LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jul 15, 2021 | D | $250,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | C-D QOZ II Fat Village (Co-Invest), LP group: Cresset | Executive Officer Executive Officer of one or more parent entities of the Issuer | May 24, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Real Estate Logistics Fund I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Apr 28, 2021 | D | $250,000,000 similar: $155,000–$5,250,000 | $15,950,000 | 15 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Private Capital CSC, LLC | Executive Officer Executive officer of one or more parent entities of the Issuer. | Apr 28, 2021 | D | $32,500,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Diversified Hospitality Fund I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Apr 28, 2021 | D | $100,000,000 similar: $155,000–$5,250,000 | $32,135,000 | 102 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Roti Restaurants Inc. | Director | Apr 22, 2021 | D | $27,700,200 similar: $779,000–$5,000,015 | $20,033,501 | 4 similar: 2–13 | $1 similar: $12,500–$100,000 |
| EDGAR ↗ | Cresset Partners Asset Management Fund I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the issuer. | Jan 28, 2021 | D | $200,000,000 similar: $155,000–$5,250,000 | $20,250,000 | 40 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset Partners BDC Fund I, LLC group: Cresset | Executive Officer Executive officer of one or more parent entities of the Issuer. | Jan 22, 2021 | D | $52,188,860 similar: $155,000–$5,250,000 | $52,188,860 | 149 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset WMC Imola (Co-Invest), LLC group: Cresset | Executive Officer Manager of the Manager of the Issuer | Oct 30, 2020 | D | $25,000,000 similar: $155,000–$5,250,000 | $23,762,500 | 47 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset-Diversified QOZ Fund II, L.P. group: Cresset | Executive Officer Manager of the General Partner | Jul 8, 2020 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | $250,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset-Diversified QOZ Fund, L.P. - Private Co Series group: Cresset | Executive Officer Manager of the General Partner | Dec 5, 2019 | D/A | Indefinite similar: $500,000–$16,420,250 | $16,749,490 | 111 similar: 2–28 | $1,000,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset-Diversified QOZ Fund, L.P. - RE Series group: Cresset | Executive Officer Manager of the General Partner | Dec 5, 2019 | D/A | Indefinite similar: $500,000–$16,420,250 | $183,111,539 | 219 similar: 2–28 | $1,000,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset Private Capital WMC I, LLC group: Cresset | Executive Officer Manager of the Manager of the Issuer | Aug 6, 2019 | D | $25,000,000 similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | C-D QOZ WYNKOOP (CO-INVEST) LP group: Cresset | Executive Officer Manager of the General Partner | Jul 17, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $3,000,000 | 2 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | C-D QOZ WYNKOOP (CO-INVEST) II LP group: Cresset | Executive Officer Manager of the General Partner | Jul 17, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $12,500,000 | 4 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | C-D QOZ Eleven West (Co-Invest), LP group: Cresset | Executive Officer Manager of the General Partner | Jul 17, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $9,550,000 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Roti Restaurants Inc. | Director | May 3, 2019 | D | $10,613,700 similar: $779,000–$5,000,015 | $5,310,100 | 47 similar: 2–13 | No minimum reported similar: $12,500–$100,000 |
| EDGAR ↗ | C-D QOZ Block 42 (Co-Invest), LP group: Cresset | Executive Officer Manager of the General Partner | Jan 31, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cresset-Diversified QOZ Fund, L.P. - RE Series group: Cresset | Executive Officer Manager of the General Partner | Dec 4, 2018 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | $1,000,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Cresset-Diversified QOZ Fund, L.P. - Private Co Series group: Cresset | Executive Officer Manager of the General Partner | Dec 4, 2018 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | $1,000,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Roti Restaurants Inc. | Director | Feb 20, 2018 | D | $22,969,345 similar: $779,000–$5,000,015 | $20,156,434 | 2 similar: 2–13 | No minimum reported similar: $12,500–$100,000 |
| EDGAR ↗ | Viewpost Holdings, LLC | Director | Apr 10, 2017 | D/A | $35,275,000 similar: $1,100,015–$10,001,163 | $34,300,000 | 57 similar: 2–14 | $1,000,000 similar: $5,000–$50,000 |
| EDGAR ↗ | Viewpost Holdings, LLC | Director | Jan 10, 2017 | D/A | $35,275,000 similar: $1,100,015–$10,001,163 | $31,675,000 | 41 similar: 2–14 | $1,000,000 similar: $5,000–$50,000 |
| EDGAR ↗ | Roti Restaurants Inc. | Director | Nov 15, 2016 | D | $12,500,000 similar: $779,000–$5,000,015 | $12,500,000 | 36 similar: 2–13 | No minimum reported similar: $12,500–$100,000 |
| EDGAR ↗ | Viewpost Holdings, LLC | Director | May 2, 2016 | D/A | $15,000,000 similar: $1,100,015–$10,001,163 | $5,125,000 | 9 similar: 2–14 | $1,000,000 similar: $5,000–$50,000 |
| EDGAR ↗ | Remedi SeniorCare Holding Corp group: Avathon Oculus | Director | Apr 9, 2015 | D/A | $364,592,834 similar: $829,831–$9,999,998 | $147,984,877 | 17 similar: 2–15 | No minimum reported similar: $10,000–$54,310 |
| EDGAR ↗ | Remedi SeniorCare Holding Corp group: Avathon Oculus | Director | Aug 7, 2013 | D/A | $364,592,834 | $128,592,836 | 16 | $5 |
| EDGAR ↗ | Sterling Capital Partners IV, L.P. group: Avathon Oculus | Executive Officer Managing Member of the general partner of the general partner of the Issuer. | Nov 29, 2012 | D/A | $1,000,000,000 | $800,130,000 | 63 | No minimum reported |
| EDGAR ↗ | SCP IV Parallel, L.P. group: Avathon Oculus | Executive Officer Managing Member of the general partner of the general partner of the Issuer. | Oct 4, 2012 | D/A | $15,000,000 | $14,185,000 | 43 | No minimum reported |
| EDGAR ↗ | SecureNet, LLC | Director | Jun 11, 2012 | D | $12,779,452 | $10,779,452 | 4 | No minimum reported |
| EDGAR ↗ | Sterling Capital Partners IV, L.P. group: Avathon Oculus | Executive Officer Managing Member of the general partner of the general partner of the Issuer. | May 25, 2012 | D/A | $1,000,000,000 | $625,555,000 | 41 | No minimum reported |
| EDGAR ↗ | SCP IV Parallel, L.P. group: Avathon Oculus | Executive Officer Managing Member of the general partner of the general partner of the Issuer. | Feb 23, 2012 | D | $5,000,000 | $0 | 0 | No minimum reported |
| EDGAR ↗ | Remedi SeniorCare Holding Corp group: Avathon Oculus | Director | Sep 2, 2011 | D | $364,592,834 | $64,592,834 | 13 | $5 |
| EDGAR ↗ | Sterling Capital Partners IV, L.P. group: Avathon Oculus | Executive Officer Managing Member of the general partner of the general partner of the Issuer. | May 25, 2011 | D | $1,200,000,000 | $0 | 0 | No minimum reported |
| EDGAR ↗ | STERLING PARTNERS - SMALL MARKET GROWTH 2009 LP group: Avathon Oculus | Executive Officer Managing Member of the General Partner of the Issuer's General Partner | Mar 8, 2010 | D/A | $250,000,000 | $151,200,000 | 30 | No minimum reported |
| EDGAR ↗ | SC Partners 2009 Special, L.P. group: Avathon Oculus | Executive Officer Managing Member of the General Partner | Sep 1, 2009 | D | $15,000,000 | $15,000,000 | 12 | No minimum reported |
| EDGAR ↗ | CA HOLDING I INC | Director | May 12, 2009 | D | Indefinite | $0 | 3 | No minimum reported |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (6 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as Eric Becker. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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