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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:16 AM ET

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Howard A. Matlin

Named as an officer, director or promoter on SEC Form D filings · NY · Sep 27, 2010 → Jul 18, 2024

55deals (issuers)
$9.38Breported sold
1,362investors
89Form D filings
2010–2024years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:22 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Howard A. Matlin is listed as an executive officer and director on 89 SEC Form D filings by 55 issuers between Sep 2010 and Jul 2026. Largest by amount reported sold: Kelso Investment Associates XI, L.P. (New York, NY — pooled investment fund — 2021–2023; $2.82B reported sold to 148 investors), Kelso Investment Associates X, L.P. (New York, NY — pooled investment fund — 2018–2019; $2.19B reported sold to 99 investors), Kelso Investment Associates IX, L.P. (New York, NY — pooled investment fund — 2014–2015; $1.08B reported sold to 52 investors), LBM Acquisition, LLC (Buffalo Grove, IL — industry reported as "Other" — 2015; $577.9M reported sold to 98 investors), RSC Topco, Inc. (Boston, MA — industry reported as "Other" — 2015–2020; $421.3M reported sold to 251 investors) and 50 more (all listed below).

What this means That is a lot of deals — 55 separate companies raised money with this person listed as executive officer and director, over about 16 years. Across those companies the filings report $9.38B sold in total.

Listed alongside James J. Connors, II (78 shared filings), Christopher L. Collins (67 shared filings), Frank J. Loverro (57 shared filings), David I. Wahrhaftig (56 shared filings), Philip E. Berney (56 shared filings) and 94 others.

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

54 of the issuers belong to the sponsor group Kelso (71 issuers, $10.1B reported sold, 2010–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Kelso has 71 companies on file and $10.1B 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) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 89 public filings for Howard A. Matlin and found 8 differences, 3 worth asking the sponsor about: Howard A. Matlin is no longer listed on the May 17, 2022 amendment; Howard A. Matlin is no longer listed on the Apr 15, 2022 amendment; 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 Howard A. Matlin has not run yet — it is #30,428 of 50,396 in line; 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, 2:22 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 Howard A. Matlin..

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

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

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, 2:22 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.

4. Differences between public sources

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

8 differences found between the filings for Howard A. Matlin — 3 worth asking about (compared the newest 50 of 89 filings on Oct 24, 2026; older filings not covered)

Note · Oct 14, 2005 – Mar 15, 2006

Bankruptcy case: David Wahrhaftig — filed Oct 14, 2005

United States Bankruptcy Court, S.D. New York docket "David Wahrhaftig" filed Oct 14, 2005, closed Mar 15, 2006. David I. Wahrhaftig (listed on the same filings) is listed as Debtor ("David Wahrhaftig"). Our match estimate: 80%.

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

Sources
Note · Sep 28, 2023

CRD number for Not Apllicable appears on one filing and not another — Kelso Investment Associates XI, L.P.

The Sep 28, 2023 filing lists Not Apllicable with CRD 1252; the Sep 28, 2023 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Sources
Note · Oct 30, 2015 – Oct 3, 2023

12 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 — Kelso Investment Associates XI, L.P. (latest filing Oct 3, 2023) · No amendment in the last 12 months on an offering that may still be open — KIA XI Feeder, L.P. (latest filing Sep 28, 2023) · No amendment in the last 12 months on an offering that may still be open — IFS Management Holdco, LLC (latest filing Dec 2, 2022) · No amendment in the last 12 months on an offering that may still be open — KSN Fund XI, L.P. (latest filing Sep 28, 2022) · No amendment in the last 12 months on an offering that may still be open — Watchtower Management Holdco, LLC (latest filing Jul 15, 2019) · and 7 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 · May 17, 2021 – May 17, 2022

Howard A. Matlin is no longer listed on the May 17, 2022 amendment — Resolute Investment Holdings, LLC

Howard A. Matlin appears on the May 17, 2021 Form D/A (executive officer) but not on the May 17, 2022 Form D/A for the same offering.

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

Sources
Worth asking · Apr 16, 2021 – Apr 15, 2022

Howard A. Matlin is no longer listed on the Apr 15, 2022 amendment — Pie Management Holdco, LLC

Howard A. Matlin appears on the Apr 16, 2021 Form D (executive officer) but not on the Apr 15, 2022 Form D/A for the same offering.

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

Sources
Worth asking · Jan 7, 2021 – Jan 7, 2022

Howard A. Matlin is no longer listed on the Jan 7, 2022 amendment — Arctic Management Holdco, LLC

Howard A. Matlin appears on the Jan 7, 2021 Form D (executive officer) but not on the Jan 7, 2022 Form D/A for the same offering.

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

Sources
Note · May 13, 2015 – Jul 15, 2019

Howard A. Matlin is written 2 different ways on the filings

listed as "Howard A. Matlin" on 60 filings (from May 13, 2015), and "Howard Matlin" on 5 filings (from Jul 15, 2019).

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

Sources
Note · Dec 8, 2015 – Jun 1, 2023

5 address changes between filings

Address moved from Irving, TX to New York, NY — Resolute Investment Holdings, LLC · Address moved from New York, NY to Irving, TX — Resolute Investment Holdings, LLC · Address moved from New York, NY to Boston, MA — RSC Topco, Inc. · Address moved from Boston, MA to New York, NY — RSC Topco, Inc. · Address moved from New York, NY to Boston, MA — RSC Topco, Inc.

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

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

5. Money to insiders

5 of 57 offerings report sales commissions totalling $42,900,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 8, 2026 D
Kelso XI Bison-BDI Co-Investment, L.P.
File 021-589965
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 20, 2026 D
KEP Teton, LLC
File 021-570482
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 12, 2026 D
KIA Teton, L.P.
File 021-569621
$0 (est.)$0 (est.)$0 (est.)None no CRD number reported
via LAZARD FRERES & CO. LLC (CRD 000002528 ↗)
EDGAR ↗
Jul 18, 2024 D
Kelso XI Bison Co-Investment, L.P.
File 021-519160
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 3, 2023 D/A
Kelso Investment Associates XI, L.P.
File 021-414832
$9,200,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via TransPacific Group LLC (CRD 143869 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via TransPacific Group (Asia) Limited

Not Applicable no CRD number reported
via CURTIS POINT CAPITAL (CRD 307399 ↗)

Not Applicable no CRD number reported
via William Blair & Company, L.L.C. (CRD 1252 ↗)

Not Applicable no CRD number reported
via Altis Finanacial Services Inc.
EDGAR ↗
Sep 28, 2023 D/A
KIA XI Feeder, L.P.
File 021-414833
$9,200,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via TransPacific Group LLC (CRD 143869 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via TransPacific Group (Asia) Limited

Not Applicable no CRD number reported
via CURTIS POINT CAPITAL (CRD 307399 ↗)

Not Applicable no CRD number reported
via William Blair & Company, L.L.C. (CRD 1252 ↗)

Not Applicable no CRD number reported
via Altis Finanacial Services Inc.
EDGAR ↗
May 5, 2023 D
Kelso XI Tailwind Co-Investment, L.P.
File 021-480927
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 5, 2023 D
Kelso XI Tailwind Co-Investment (DE), L.P.
File 021-480928
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 26, 2023 D
Kelso XI Indigo Co-Investment II, L.P.
File 021-471802
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 2, 2022 D/A
IFS Management Holdco, LLC
File 021-354607
$0$0$0None listed on this filingEDGAR ↗
Sep 28, 2022 D/A
KSN Fund XI, L.P.
File 021-418340
$15,000,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via TransPacific Group LLC (CRD 143869 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via TransPacific Group (Asia) Limited

Not Applicable no CRD number reported
via CURTIS POINT CAPITAL (CRD 307399 ↗)
EDGAR ↗
Aug 18, 2022 D
Kelso XI Heights Co-Investment (DE), L.P.
File 021-456240
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 18, 2022 D
Kelso XI Heights Co-Investment, L.P.
File 021-456238
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 10, 2022 D
KIA XI Waterloo SPV, L.P.
File 021-448769
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 10, 2022 D
KIA XI Waterloo SPV (DE), L.P.
File 021-448770
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 13, 2022 D
Kelso XI Indigo Co-Investment, L.P.
File 021-445675
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 17, 2021 D/A
Resolute Investment Holdings, LLC
File 021-239751
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2021 D
Pie Management Holdco, LLC
File 021-396175
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 30, 2021 D
Kelso X Pie Co-Investment, L.P.
File 021-394059
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 10, 2021 D
Kelso Breathe Investor, L.P.
File 021-389083
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 10, 2021 D
Kelso Breathe Investor (DE), L.P.
File 021-389085
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 10, 2021 D
Kelso Breathe Investor (DE) 2, L.P.
File 021-389092
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 10, 2021 D
Kelso Breathe Investor 2, L.P.
File 021-389089
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 7, 2021 D
Arctic Management Holdco, LLC
File 021-385521
$0$0$0None listed on this filingEDGAR ↗
Dec 21, 2020 D
Kelso X IFS Co-Investment, L.P.
File 021-383806
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 2, 2020 D
Kelso X Restore Co-Investment, L.P.
File 021-381982
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 14, 2020 D
RSC Topco, Inc.
File 021-366916
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2020 D
Kelso Ranger RSC Investor, L.P.
File 021-361421
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 18, 2020 D
Kelso X RSC Co-Investment, L.P.
File 021-360741
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 15, 2019 D
Watchtower Topco, LLC
File 021-344300
$0$0$0None listed on this filingEDGAR ↗
Jul 15, 2019 D
Watchtower Management Holdco, LLC
File 021-344328
$0$0$0None listed on this filingEDGAR ↗
Jun 25, 2019 D
Kelso Watchtower Co-Investment (DE), L.P.
File 021-342718
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 25, 2019 D
Kelso Watchtower Co-Investment, L.P.
File 021-342717
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 10, 2019 D/A
RSC Topco, Inc.
File 021-252640
$0$0$0None listed on this filingEDGAR ↗
Mar 5, 2019 D/A
KIA X Feeder, L.P.
File 021-307463
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 5, 2019 D/A
Kelso Investment Associates X, L.P.
File 021-307459
$3,500,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via Riverstone Capital Services LLC d/b/a Beartooth Advisors (CRD 172056 ↗)

Not Applicable no CRD number reported
via AQUEDUCT CAPITAL GROUP, LLC (CRD 131452 ↗)

Not Applicable no CRD number reported
via HOULIHAN LOKEY CAPITAL, INC. (CRD 17708 ↗)
EDGAR ↗
Mar 5, 2019 D/A
KSN Fund X, L.P.
File 021-307465
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 10, 2018 D/A
SCS Holdco, LLC
File 021-251195
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2018 D/A
Fastener Holdco, LLC
File 021-268215
$0$0$0None listed on this filingEDGAR ↗
Jun 19, 2018 D
Kelso Badger Co-Investment, L.P.
File 021-314856
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 27, 2018 D
Kelso HH Co-Investment, L.P.
File 021-311143
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 27, 2017 D/A
Ajax Resources Holdings LLC
File 021-250099
$0$0$0None listed on this filingEDGAR ↗
Oct 26, 2017 D
Kelso FCH Co-Investment, L.P.
File 021-297475
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 20, 2016 D
K-P Co-Investment, L.P.
File 021-276636
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 26, 2016 D
LBM Management Holdings, LLC
File 021-258161
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2016 D
Eagle Family Foods Group Holdings, LLC
File 021-255206
$0$0$0None listed on this filingEDGAR ↗
Dec 17, 2015 D/A
KSN Fund IX, L.P.
File 021-230415
$0$0$0None listed on this filingEDGAR ↗
Nov 13, 2015 D
Kelso RSC Co-Investment, L.P.
File 021-251178
$0$0$0None listed on this filingEDGAR ↗
Nov 4, 2015 D/A
KIA IX Feeder, L.P.
File 021-227685
$0$0$0None listed on this filingEDGAR ↗
Oct 22, 2015 D
Kelso SCS Co-Investment, L.P.
File 021-249925
$0$0$0None listed on this filingEDGAR ↗
Oct 16, 2015 D
Kelso Yellowrose Co-Investment, L.P.
File 021-249587
$0$0$0None listed on this filingEDGAR ↗
Sep 3, 2015 D
LBM Acquisition, LLC
File 021-246977
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2015 D
Kelso Hammer Co-Investment, L.P.
File 021-244981
$0$0$0None listed on this filingEDGAR ↗
Jun 19, 2015 D/A
Kelso Investment Associates IX, L.P.
File 021-227684
$6,000,000 (est.)$0 (est.)$0Not Applicable no CRD number reported
via KTB Investment & Securities Co., Ltd.

WENDY MAN YEE WONG BrokerCheck CRD 5747351 ↗
via TransPacific Group (Asia) Ltd.

WENDY MAN YEE WONG BrokerCheck CRD 5747351 ↗
via TransPacific Group LLC (CRD 143869 ↗)

SIMON PAUL DUNN BrokerCheck CRD 5875393 ↗
via TransPacific Group LLC (CRD 143869 ↗)

SIMON PAUL DUNN BrokerCheck CRD 5875393 ↗
via TransPacific Group (Asia) Ltd.

Mark Mason BrokerCheck CRD 4847417 ↗
via TransPacific Group LLC (CRD 143869 ↗)

Mark Mason BrokerCheck CRD 4847417 ↗
via TransPacific Group (Asia) Ltd.

Mohammed Afkhami no CRD number reported
via Magenta Capital Services Ltd.

Not Applicable no CRD number reported
via Larrain Vial Investment Inc.

Not Applicable no CRD number reported
via Atlantic-Pacific Capital, Inc. (CRD 38356 ↗)
EDGAR ↗
Oct 15, 2013 D
Oak Holdings, LLC
File 021-204544
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2012 D
Oak Holdings, LLC
File 021-176348
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2010 D
Roadhouse Holding Inc.
File 021-148212
$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 55

Every issuer that named Howard A. Matlin 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: Kelso

Kelso XI Bison-BDI Co-Investment, L.P.

New York, NY · Jul 8, 2026
  • Jul 8, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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: Kelso

KEP Teton, LLC

New York, NY · Jan 20, 2026
  • Jan 20, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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: Kelso

KIA Teton, L.P.

New York, NY · Jan 12, 2026
  • Jan 12, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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: Kelso

Kelso XI Bison Co-Investment, L.P.

New York, NY · Jul 18, 2024
  • Jul 18, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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: Kelso

Kelso Investment Associates XI, L.P.

New York, NY · Sep 28, 2021 → Oct 3, 2023 · 4 filings
  • Oct 3, 2023 · D/A · $2,818,034,500 sold of Indefinite · 148 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗
  • Sep 28, 2023 · D/A · $2,671,684,500 sold of Indefinite · 126 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗
  • Sep 28, 2022 · D/A · $1,673,034,500 sold of Indefinite · 82 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗
  • Sep 28, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

Raised $2.82B from 148 investors as of the latest filing. Howard is listed as director 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: Kelso

KIA XI Feeder, L.P.

New York, NY · Sep 28, 2021 → Sep 28, 2023 · 3 filings
  • Sep 28, 2023 · D/A · $129,150,000 sold of Indefinite · 33 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗
  • Sep 28, 2022 · D/A · $114,100,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗
  • Sep 28, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

Raised $129.2M from 33 investors as of the latest filing. Howard is listed as director 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: Kelso

Kelso XI Tailwind Co-Investment (DE), L.P.

New York, NY · May 5, 2023
  • May 5, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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: Kelso

Kelso XI Tailwind Co-Investment, L.P.

New York, NY · May 5, 2023
  • May 5, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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: Kelso

Kelso XI Indigo Co-Investment II, L.P.

New York, NY · Jan 26, 2023
  • Jan 26, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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 · group: Kelso

IFS Management Holdco, LLC

Bell, CA · Dec 3, 2019 → Dec 2, 2022 · 4 filings
  • Dec 2, 2022 · D/A · $37,544,270 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 2, 2021 · D/A · $27,108,419 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 2, 2020 · D/A · $9,626,945 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 3, 2019 · D · $2,450,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $37.5M from 42 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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: Kelso

KSN Fund XI, L.P.

New York, NY · Oct 25, 2021 → Sep 28, 2022 · 2 filings
  • Sep 28, 2022 · D/A · $45,600,000 sold of Indefinite · 65 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗
  • Oct 25, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

Raised $45.6M from 65 investors as of the latest filing. Howard is listed as director 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: Kelso

Kelso XI Heights Co-Investment (DE), L.P.

New York, NY · Aug 18, 2022
  • Aug 18, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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: Kelso

Kelso XI Heights Co-Investment, L.P.

New York, NY · Aug 18, 2022
  • Aug 18, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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: Kelso

KIA XI Waterloo SPV (DE), L.P.

New York, NY · Jun 10, 2022
  • Jun 10, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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: Kelso

KIA XI Waterloo SPV, L.P.

New York, NY · Jun 10, 2022
  • Jun 10, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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: Kelso

Kelso XI Indigo Co-Investment, L.P.

New York, NY · May 13, 2022
  • May 13, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as director.

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 · group: Kelso

Resolute Investment Holdings, LLC

New York, NY · May 13, 2015 → May 17, 2021 · 6 filings
  • May 17, 2021 · D/A · $342,234,830 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 14, 2020 · D/A · $342,234,830 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 25, 2018 · D/A · $342,234,830 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 25, 2017 · D/A · $342,234,830 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 9, 2016 · D/A · $342,223,920 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 13, 2015 · D · $342,223,920 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $342.2M from 21 investors as of the latest filing. Howard is listed as executive officer on 6 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 / 506(b) (18,678 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 · group: Kelso

Pie Management Holdco, LLC

New York, NY · Apr 16, 2021
  • Apr 16, 2021 · D · $31,110,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Vice President and Treasurer) EDGAR ↗

Raised $64.5M from 49 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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: Kelso

Kelso X Pie Co-Investment, L.P.

New York, NY · Mar 30, 2021
  • Mar 30, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

Kelso Breathe Investor (DE) 2, L.P.

New York, NY · Feb 10, 2021
  • Feb 10, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

Kelso Breathe Investor 2, L.P.

New York, NY · Feb 10, 2021
  • Feb 10, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

Kelso Breathe Investor (DE), L.P.

New York, NY · Feb 10, 2021
  • Feb 10, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

Kelso Breathe Investor, L.P.

New York, NY · Feb 10, 2021
  • Feb 10, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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 · group: Kelso

Arctic Management Holdco, LLC

New York, NY · Jan 7, 2021
  • Jan 7, 2021 · D · $14,595,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $65.5M from 58 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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: Kelso

Kelso X IFS Co-Investment, L.P.

New York, NY · Dec 21, 2020
  • Dec 21, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

Kelso X Restore Co-Investment, L.P.

New York, NY · Dec 2, 2020
  • Dec 2, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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

RSC Topco, Inc.

Boston, MA · Dec 8, 2015 → May 14, 2020 · 5 filings
  • May 14, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 10, 2019 · D/A · $421,280,223 sold of Indefinite · 251 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 11, 2018 · D/A · $319,782,898 sold of Indefinite · 192 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 12, 2017 · D/A · $285,148,878 sold of Indefinite · 163 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 8, 2015 · D · $215,227,917 sold of Indefinite · 76 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $421.3M from 251 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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: Kelso

Kelso Ranger RSC Investor, L.P.

New York, NY · Feb 26, 2020
  • Feb 26, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

Kelso X RSC Co-Investment, L.P.

New York, NY · Feb 18, 2020
  • Feb 18, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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 · group: Kelso

Watchtower Management Holdco, LLC

Jericho, NY · Jul 15, 2019
  • Jul 15, 2019 · D · $99,174,368 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $99.2M from 38 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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 · group: Kelso

Watchtower Topco, LLC

Jericho, NY · Jul 15, 2019
  • Jul 15, 2019 · D · $99,674,368 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $99.7M from 2 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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: Kelso

Kelso Watchtower Co-Investment (DE), L.P.

New York, NY · Jun 25, 2019
  • Jun 25, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

Kelso Watchtower Co-Investment, L.P.

New York, NY · Jun 25, 2019
  • Jun 25, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

KSN Fund X, L.P.

New York, NY · Mar 12, 2018 → Mar 5, 2019 · 2 filings
  • Mar 5, 2019 · D/A · $31,700,000 sold of Indefinite · 54 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗
  • Mar 12, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

Raised $31.7M from 54 investors as of the latest filing. Howard is listed as executive officer, director 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: Kelso

KIA X Feeder, L.P.

New York, NY · Mar 12, 2018 → Mar 5, 2019 · 2 filings
  • Mar 5, 2019 · D/A · $85,400,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗
  • Mar 12, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

Raised $85.4M from 22 investors as of the latest filing. Howard is listed as executive officer, director 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: Kelso

Kelso Investment Associates X, L.P.

New York, NY · Mar 12, 2018 → Mar 5, 2019 · 2 filings
  • Mar 5, 2019 · D/A · $2,189,975,000 sold of Indefinite · 99 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗
  • Mar 12, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

Raised $2.19B from 99 investors as of the latest filing. Howard is listed as executive officer, director 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.

Other · group: Kelso

SCS Holdco, LLC

New York, NY · Nov 13, 2015 → Dec 10, 2018 · 4 filings
  • Dec 10, 2018 · D/A · $267,787,158 sold of Indefinite · 95 investors · min. No minimum reported · role: Executive Officer (Vice President) EDGAR ↗
  • Dec 12, 2017 · D/A · $267,187,158 sold of Indefinite · 89 investors · min. No minimum reported · role: Executive Officer (Vice President) EDGAR ↗
  • Nov 10, 2016 · D/A · $263,387,158 sold of Indefinite · 82 investors · min. No minimum reported · role: Executive Officer (Vice President) EDGAR ↗
  • Nov 13, 2015 · D · $261,383,111 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer (Vice President) EDGAR ↗

Raised $267.8M from 95 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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.

Manufacturing · group: Kelso

Fastener Holdco, LLC

Omaha, NE · Aug 3, 2016 → Aug 3, 2018 · 3 filings
  • Aug 3, 2018 · D/A · $186,023,792 sold of Indefinite · 100 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 3, 2017 · D/A · $177,578,792 sold of Indefinite · 89 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 3, 2016 · D · $168,793,180 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $186M from 100 investors as of the latest filing. Howard 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: Manufacturing / 506(b) (1,339 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: Kelso

Kelso Badger Co-Investment, L.P.

New York, NY · Jun 19, 2018
  • Jun 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

Kelso HH Co-Investment, L.P.

New York, NY · Apr 27, 2018
  • Apr 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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 · group: Kelso

Ajax Resources Holdings LLC

Houston, TX · Oct 26, 2015 → Oct 27, 2017 · 3 filings
  • Oct 27, 2017 · D/A · $297,987,645 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Vice President) EDGAR ↗
  • Oct 26, 2016 · D/A · $297,987,645 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Vice President) EDGAR ↗
  • Oct 26, 2015 · D · $167,007,801 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Vice President) EDGAR ↗

Raised $298M from 18 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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: Kelso

Kelso FCH Co-Investment, L.P.

New York, NY · Oct 26, 2017
  • Oct 26, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

K-P Co-Investment, L.P.

New York, NY · Dec 20, 2016
  • Dec 20, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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 · group: Kelso

LBM Management Holdings, LLC

Buffalo Grove, IL · Feb 26, 2016
  • Feb 26, 2016 · D · $768,764 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.24M from 12 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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 · group: Kelso

Eagle Family Foods Group Holdings, LLC

Cleveland, OH · Jan 14, 2016
  • Jan 14, 2016 · D · $3,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3M from 6 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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: Kelso

KSN Fund IX, L.P.

New York, NY · Dec 18, 2014 → Dec 17, 2015 · 2 filings
  • Dec 17, 2015 · D/A · $54,350,000 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗
  • Dec 18, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

Raised $54.4M from 58 investors as of the latest filing. Howard is listed as executive officer, director 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: Kelso

Kelso RSC Co-Investment, L.P.

New York, NY · Nov 13, 2015
  • Nov 13, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

KIA IX Feeder, L.P.

New York, NY · Nov 4, 2014 → Nov 4, 2015 · 2 filings
  • Nov 4, 2015 · D/A · $32,600,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗
  • Nov 4, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

Raised $32.6M from 20 investors as of the latest filing. Howard is listed as executive officer, director 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: Kelso

Kelso SCS Co-Investment, L.P.

New York, NY · Oct 22, 2015
  • Oct 22, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

Kelso Yellowrose Co-Investment, L.P.

New York, NY · Oct 16, 2015
  • Oct 16, 2015 · D · $167,600,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

Raised $167.6M from 9 investors as of the latest filing. Howard is listed as executive officer, director.

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 · group: Kelso

LBM Acquisition, LLC

Buffalo Grove, IL · Sep 3, 2015
  • Sep 3, 2015 · D · $558,277,068 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $577.9M from 98 investors as of the latest filing. Howard 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: Other / 506(b) (18,678 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: Kelso

Kelso Hammer Co-Investment, L.P.

New York, NY · Aug 3, 2015
  • Aug 3, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

No sales reported yet as of the latest filing. Howard is listed as executive officer, director.

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: Kelso

Kelso Investment Associates IX, L.P.

New York, NY · Nov 4, 2014 → Jun 19, 2015 · 4 filings
  • Jun 19, 2015 · D/A · $1,079,000,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗
  • Jun 8, 2015 · D/A · $1,079,000,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗
  • Feb 17, 2015 · D/A · $914,510,000 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗
  • Nov 4, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (of the general partner of the General Partner.) EDGAR ↗

Raised $1.08B from 52 investors as of the latest filing. Howard is listed as executive officer, director 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.

Retailing · group: Kelso

Oak Holdings, LLC

Grovetown, GA · Apr 9, 2012 → Oct 15, 2013 · 2 filings
  • Oct 15, 2013 · D · $40,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 9, 2012 · D · $279,334,410 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $279.3M from 12 investors as of the latest filing. Howard 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: Retailing / 506(b) (959 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 · group: Kelso

Roadhouse Holding Inc.

New York, NY · Sep 27, 2010
  • Sep 27, 2010 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Will step down at the closing.) EDGAR ↗

No sales reported yet as of the latest filing. Howard 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.

People around Howard 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

Kelso GP X, L.P.

Promoter · 16 shared filings (13 issuers)

Kelso GP X, L.P. is on 13 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Kelso GP XI, L.P.

Promoter · 13 shared filings (7 issuers)

Kelso GP XI, L.P. is on 7 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Kelso GP IX, L.P.

Promoter · 11 shared filings (6 issuers)

Kelso GP IX, L.P. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

KIA X (Breathe) GP, L.P.

Promoter · 4 shared filings (4 issuers)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

Management entity

KIA X (Watchtower) GP, L.P.

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

Management entity

KIA XI (Waterloo) GP, L.P.

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

Management entity

KIA XI (Heights) GP, L.P.

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

Management entity

KIA XI (Tailwind) GP, L.P.

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

Management entity

KIA IX (Hammer) GP, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

Management entity

KIA IX (Yellowrose) GP, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

Management entity

KIA IX (Hammer) Investor, L.P.

Director · 1 shared filing (1 issuer)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

Management entity

KIA IX (FCH) GP, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

Management entity

KIA X (IFS) GP, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

Management entity

KIA Teton GP, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Howard A. Matlin. Their page shows their other deals.

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

James J. Connors, II

Executive Officer, Director · 78 shared filings (48 issuers) · also on 5 other issuers

James J. Connors, II is on 53 issuers in total — a repeat sponsor. Their page lists every one.

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

Christopher L. Collins

Executive Officer, Director · 67 shared filings (43 issuers) · also on 3 other issuers

Christopher L. Collins is on 46 issuers in total — a repeat sponsor. Their page lists every one.

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

Frank J. Loverro

Director, Executive Officer · 57 shared filings (41 issuers) · also on 8 other issuers

Frank J. Loverro is on 49 issuers in total — a repeat sponsor. Their page lists every one.

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

Philip E. Berney

Director, Executive Officer · 56 shared filings (42 issuers) · also on 5 other issuers

Philip E. Berney is on 47 issuers in total — a repeat sponsor. Their page lists every one.

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

Thomas R. Wall, IV

Director · 56 shared filings (41 issuers) · also on 3 other issuers

Thomas R. Wall, IV is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

David I. Wahrhaftig

Director · 56 shared filings (41 issuers) · also on 3 other issuers

David I. Wahrhaftig is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

Frank K. Bynum, Jr.

Director · 55 shared filings (41 issuers) · also on 4 other issuers

Frank K. Bynum, Jr. is on 45 issuers in total — a repeat sponsor. Their page lists every one.

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

Henry Mannix III

Director, Executive Officer · 55 shared filings (41 issuers) · also on 4 other issuers

Henry Mannix III is on 45 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 B. Goldberg

Director · 54 shared filings (40 issuers) · also on 3 other issuers

Michael B. Goldberg is on 43 issuers in total — a repeat sponsor. Their page lists every one.

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

Frank T. Nickell

Executive Officer, Director · 54 shared filings (40 issuers) · also on 3 other issuers

Frank T. Nickell is on 43 issuers in total — a repeat sponsor. Their page lists every one.

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

George E. Matelich

Director · 54 shared filings (40 issuers) · also on 4 other issuers

George E. Matelich is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

Church M. Moore

Director · 54 shared filings (40 issuers) · also on 3 other issuers

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

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

Stephen C. Dutton

Executive Officer, Director · 53 shared filings (35 issuers) · also on 3 other issuers

Stephen C. Dutton is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

Matthew S. Edgerton

Executive Officer, Director · 50 shared filings (38 issuers) · also on 5 other issuers

Matthew S. Edgerton is on 43 issuers in total — a repeat sponsor. Their page lists every one.

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

Alec J. Hufnagel

Executive Officer, Director · 47 shared filings (33 issuers) · also on 6 other issuers

Alec J. Hufnagel is on 39 issuers in total — a repeat sponsor. Their page lists every one.

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

William Woo

Executive Officer, Director · 43 shared filings (33 issuers) · also on 12 other issuers

William Woo is on 45 issuers in total — a repeat sponsor. Their page lists every one.

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

Stanley de J. Osborne

Director, Executive Officer · 42 shared filings (29 issuers) · also on 2 other issuers

Stanley de J. Osborne is on 31 issuers in total — a repeat sponsor. Their page lists every one.

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

Anna Lynn Alexander

Director · 40 shared filings (31 issuers) · also on 2 other issuers

Anna Lynn Alexander is on 33 issuers in total — a repeat sponsor. Their page lists every one.

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

David L. Cohen

Executive Officer, Director · 32 shared filings (26 issuers) · also on 2 other issuers

David L. Cohen is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael P. Nichols

Director · 30 shared filings (24 issuers) · also on 2 other issuers

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

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

Stanley de J. Osborne

Executive Officer, Director · 25 shared filings (17 issuers) · also on 6 other issuers

Stanley de J. Osborne is on 23 issuers in total — a repeat sponsor. Their page lists every one.

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

John K. Kim

Director · 22 shared filings (14 issuers)

John K. Kim is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Joseph Marc Kopilak

Executive Officer, Director · 21 shared filings (15 issuers) · also on 25 other issuers

Joseph Marc Kopilak is on 40 issuers in total — a repeat sponsor. Their page lists every one.

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

Beth G. Neumann

Director · 18 shared filings (12 issuers) · also on 2 other issuers

Beth G. Neumann is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Lynn Alexander

Director · 14 shared filings (9 issuers)

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

The team behind the deals

Sponsor group

Kelso

71 issuers · 153 filings · $10.1B reported sold · 2010–2026

One team, 71 deal companies. Howard A. Matlin is listed on 54 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 Howard A. Matlin.

Same business address

26 other issuers file from the same address

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)

None of the 55 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Howard A. Matlin 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 55 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Howard A. Matlin is listed on: none on file. No website or social profile named in LBM Acquisition, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #210,056 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Change history

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Members get an email when Howard A. Matlin appears on a new Form D, or when a court case or SEC action is matched to them. See plans →