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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:59 AM ET

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Ian Bernstein

Named as an officer, director or promoter on SEC Form D filings · NY · Dec 2, 2010 → Mar 22, 2013

24deals (issuers)
$10.02Breported sold
200,265investors
85Form D filings
2010–2013years on file
Follow this personLook further ↓PDF

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

The short version

Ian Bernstein is listed as a director on 85 SEC Form D filings by 24 issuers between Dec 2010 and Mar 2013. Largest by amount reported sold: CERES ORION L.P. (New York, NY — pooled investment fund — 2010–2012; $2.68B reported sold to 31,127 investors), Ceres Classic L.P. (New York, NY — pooled investment fund — 2010–2012; $990.9M reported sold to 8,988 investors), Ceres Tactical Commodity L.P. (New York, NY — pooled investment fund — 2010–2012; $845.6M reported sold to 109,607 investors), MANAGED FUTURES PREMIER WARRINGTON L.P. (Dallas, TX — pooled investment fund — 2010–2013; $638.9M reported sold to 4,710 investors), CERES ABINGDON L.P. (New York, NY — pooled investment fund — 2010–2013; $621.3M reported sold to 5,488 investors) and 19 more (all listed below).

What this means That is a lot of deals — 24 separate companies raised money with this person listed as director, over about 3 years. Across those companies the filings report $10.02B sold in total.

Listed alongside Harry Handler (85 shared filings), Patrick T. Egan (85 shared filings), Walter Davis (85 shared filings), Douglas J. Ketterer (83 shared filings), Alper Daglioglu (81 shared filings) and 9 others.

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

22 of the issuers belong to the sponsor group Managed Futures (24 issuers, $9.01B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Managed Futures has 24 companies on file and $9.01B 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 (AZ, CA, DE, TX, WA) — 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 85 public filings for Ian Bernstein and found 10 differences, 6 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

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

What the community is saying

Community search for Ian Bernstein has not run yet — it is joining a line of 3,479 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

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

Key records

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

1. Lawsuits

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: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

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

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

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

10 differences found between the filings for Ian Bernstein — 6 worth asking about (compared the newest 50 of 85 filings on Oct 24, 2026; older filings not covered)

Worth asking · Nov 30, 2011 – Nov 28, 2012

Amount sold went down between filings — Ceres Classic L.P.

The Nov 30, 2011 filing says $343,890,500 sold; the Nov 28, 2012 Form D/A says $80,300,000 sold — $263,590,500 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Nov 30, 2011 ↗Form D/A (later) · Nov 28, 2012 ↗Ceres Classic L.P. — PartnerFacts page ↗
Sources
Worth asking · Nov 30, 2011 – Nov 28, 2012

Investor count went down between filings — Ceres Classic L.P.

The Nov 30, 2011 filing reports 8,988 investors; the Nov 28, 2012 Form D/A reports 7,281 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Nov 30, 2011 ↗Form D/A (later) · Nov 28, 2012 ↗Ceres Classic L.P. — PartnerFacts page ↗
Sources
Worth asking · Nov 1, 2011 – Mar 23, 2012

Form D filed 143 days after the first sale — Managed Futures Premier Rotterdam L.P.

The filing says the first sale was Nov 1, 2011. The Form D was filed Mar 23, 2012 — 143 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 128 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Mar 23, 2012 ↗Managed Futures Premier Rotterdam L.P. — PartnerFacts page ↗
Sources
Worth asking · Nov 1, 2011 – Mar 22, 2012

Form D filed 142 days after the first sale — Managed Futures Premier Man-AHL L.P.

The filing says the first sale was Nov 1, 2011. The Form D was filed Mar 22, 2012 — 142 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 127 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Mar 22, 2012 ↗Managed Futures Premier Man-AHL L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 1, 2011 – Mar 22, 2012

Form D filed 112 days after the first sale — Managed Futures Premier Altis L.P.

The filing says the first sale was Dec 1, 2011. The Form D was filed Mar 22, 2012 — 112 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 97 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Mar 22, 2012 ↗Managed Futures Premier Altis L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 15, 2012 – Oct 18, 2013

22 people are no longer listed on a later amendment

Ian Bernstein is no longer listed on the Oct 18, 2013 amendment — Managed Futures Premier Altis L.P. · Ian Bernstein is no longer listed on the Oct 18, 2013 amendment — Managed Futures Premier Rotterdam L.P. · Ian Bernstein is no longer listed on the Oct 18, 2013 amendment — Ceres Tactical Macro L.P. · Ian Bernstein is no longer listed on the Oct 18, 2013 amendment — LV Futures Fund L.P. · Ian Bernstein is no longer listed on the Oct 18, 2013 amendment — Meritage Futures Fund L.P. · and 17 more

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

Form D/A · Mar 22, 2013 ↗Form D/A · Oct 18, 2013 ↗Ian Bernstein — PartnerFacts page ↗Managed Futures Premier Altis L.P. — PartnerFacts page ↗
Sources
Note · Nov 1, 2011 – Mar 22, 2012

No amendment in the last 12 months on an offering that may still be open — Managed Futures Premier Man-AHL L.P. (latest filing Mar 22, 2012)

The latest filing for this offering is dated Mar 22, 2012 (first sale Nov 1, 2011). It reports $410,684 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Mar 22, 2012 ↗Managed Futures Premier Man-AHL L.P. — PartnerFacts page ↗
Sources
Note · Oct 21, 2010 – Mar 17, 2020

Same name, different state: "Ian Bernstein" (CO) is a separate record

This page covers filings where the address state is NY. A separate record, "Ian Bernstein" with address state CO, is listed on 19 filings — most recently by Misty Robotics, Inc. (Mar 17, 2020). Both records have filings in the same period (Dec 2, 2010 to Mar 22, 2013).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Ian Bernstein (CO) — PartnerFacts page ↗Form D · Mar 17, 2020 ↗Misty Robotics, Inc. — PartnerFacts page ↗Ian Bernstein (NY) — this page ↗
Sources
Note · Oct 9, 2014 – Apr 14, 2015

Address moved from New York, NY to Dallas, TX — MANAGED FUTURES PREMIER WARRINGTON L.P.

The people listed on the Oct 9, 2014 filing give New York, NY; on the Apr 14, 2015 filing they give Dallas, TX. The address now on file (C/O Warrington Gp, Llc, 200 Crescent Court, Suite 520, Dallas, TX) is a registered-agent or shared-office address used by 92 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Form D/A · Oct 9, 2014 ↗Form D/A · Apr 14, 2015 ↗MANAGED FUTURES PREMIER WARRINGTON L.P. — PartnerFacts page ↗
Sources
Note · Nov 17, 2010 – Oct 20, 2016

4 issuers changed their reported size band between filings

Reported net asset value range changed between filings — LV Futures Fund L.P. · Reported net asset value range changed between filings — Meritage Futures Fund L.P. · Reported net asset value range changed between filings — Polaris Futures Fund L.P. · Reported net asset value range changed between filings — Managed Futures Premier Aventis LP

What this means The size band is self-reported. Ask for current numbers.

Form D/A · Dec 2, 2010 ↗Form D/A · Oct 20, 2016 ↗LV Futures Fund L.P. — PartnerFacts page ↗Form D/A · Nov 17, 2010 ↗
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 85 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 24 offerings report sales commissions; 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
Mar 22, 2013 D/A
Managed Futures Premier Altis L.P.
File 021-175382
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Mar 22, 2013 D/A
Managed Futures Premier Rotterdam L.P.
File 021-175442
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Jan 29, 2013 D/A
WESTPORT FUTURES FUND L.P.
File 021-128346
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)
EDGAR ↗
Jan 29, 2013 D/A
MANAGED FUTURES PREMIER WARRINGTON L.P.
File 021-86165
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

"CREDIT SUISSE SECURITIES (USA) LLC (""CS"")" BrokerCheck CRD 816 ↗
via CREDIT SUISSE SECURITIES (USA) LLC (CRD 816 ↗)

ROBERT W. BAIRD & CO. INCORPORATED BrokerCheck CRD 8158 ↗
via ROBERT W. BAIRD & CO. INCORPORATED (CRD 8158 ↗)
EDGAR ↗
Jan 29, 2013 D/A
CERES ABINGDON L.P.
File 021-98515
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

"CREDIT SUISSE SECURITIES (USA) LLC (""CS"")" BrokerCheck CRD 816 ↗
via CREDIT SUISSE SECURITIES (USA) LLC (CRD 816 ↗)
EDGAR ↗
Dec 6, 2012 D/A
Managed Futures Premier Energy Fund L.P. II
File 021-68406
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

Richard S. Zinman BrokerCheck CRD 1212093 ↗
via "CREDIT SUISSE SECURITIES (USA) LLC (""CS"")" (CRD 816 ↗)

ANTHONY A. DERTOUZOS BrokerCheck CRD 4025638 ↗
via CREDIT SUISSE SECURITIES (USA) LLC (CRD 816 ↗)

JOHN D. MORENO BrokerCheck CRD 5111456 ↗
via CREDIT SUISSE SECURITIES (USA) LLC (CRD 816 ↗)
EDGAR ↗
Nov 28, 2012 D/A
Meritage Futures Fund L.P.
File 021-127554
$0$0$0None listed on this filingEDGAR ↗
Nov 28, 2012 D/A
LV Futures Fund L.P.
File 021-127761
$0$0$0None listed on this filingEDGAR ↗
Nov 28, 2012 D/A
Polaris Futures Fund L.P.
File 021-127573
$0$0$0None listed on this filingEDGAR ↗
Nov 28, 2012 D/A
Ceres Classic L.P.
File 021-148679
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Nov 28, 2012 D/A
Ceres Tactical Macro L.P.
File 021-150160
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Oct 15, 2012 D/A
TIDEWATER FUTURES FUND LP
File 021-128347
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

Richard Zinman BrokerCheck CRD 1212093 ↗
via "CREDIT SUISSE SECURITIES (USA) LLC (""CS"")" (CRD 816 ↗)

ANTHONY A. DERTOUZOS BrokerCheck CRD 4025638 ↗
via CREDIT SUISSE SECURITIES (USA) LLC (CRD 816 ↗)

JOHN D. MORENO BrokerCheck CRD 5111456 ↗
via CREDIT SUISSE SECURITIES (USA) LLC (CRD 816 ↗)
EDGAR ↗
Oct 15, 2012 D/A
Institutional Futures Portfolio L P
File 021-79086
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)
EDGAR ↗
Oct 15, 2012 D/A
CERES TACTICAL SYSTEMATIC L.P.
File 021-135703
$0 (est.)$0$0 (est.)"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via "Morgan Stanley Smith Barney LLC (""MSSB"")" (CRD 149777 ↗)

"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)
EDGAR ↗
Oct 15, 2012 D/A
CMF Winton Feeder I LP
File 021-72152
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)
EDGAR ↗
Oct 5, 2012 D/A
CERES ORION L.P.
File 021-54926
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

"CREDIT SUISSE SECURITIES (USA) LLC (""CS"")" BrokerCheck CRD 816 ↗
via CREDIT SUISSE SECURITIES (USA) LLC (CRD 816 ↗)
EDGAR ↗
Oct 5, 2012 D/A
EMERGING CTA PORTFOLIO LP
File 021-60020
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

Sanford Michael Katz BrokerCheck CRD 1558898 ↗
via CREDIT SUISSE SECURITIES (USA) LLC (CRD 816 ↗)
EDGAR ↗
Oct 5, 2012 D/A
Ceres Tactical Commodity L.P.
File 021-76543
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)
EDGAR ↗
Oct 2, 2012 D/A
POTOMAC FUTURES FUND LP
File 021-128356
$0$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)
EDGAR ↗
Oct 2, 2012 D/A
COMMODITY ADVISORS FUND L.P.
File 021-162224
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)
EDGAR ↗
Jun 13, 2012 D
Managed Futures Premier Aventis LP
File 021-179648
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Mar 22, 2012 D
Managed Futures Premier Man-AHL L.P.
File 021-175386
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Mar 15, 2012 D/A
Managed Futures Strategic Alternatives, L.P.
File 021-54891
$0$0$0Morgan Stanley & Co. Incorporated BrokerCheck CRD 8209 ↗EDGAR ↗
Oct 5, 2011 D/A
FAIRFIELD FUTURES FUND LP II
File 021-61863
$0 (est.)$0$0 (est.)"Citigroup Global Markets Inc. (""CGM"")" BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)

"Morgan Stanley Smith Barney LLC (""MSSB"")" BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)
EDGAR ↗
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 24

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

MF
Pooled Investment Fund · group: Managed Futures

Managed Futures Premier Altis L.P.

New York, NY · Mar 22, 2012 → Mar 22, 2013 · 2 filings
  • Mar 22, 2013 · D/A · $278,695 sold of Indefinite · 6 investors · min. $25,000 · role: Director (Director of Ceres Managted Futures LLC, the general partner) EDGAR ↗
  • Mar 22, 2012 · D · $278,695 sold of Indefinite · 6 investors · min. $25,000 · role: Director (Director of Ceres Managted Futures LLC, the general partner) EDGAR ↗

Raised $279K from 6 investors as of the latest filing. Ian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MF
Pooled Investment Fund · group: Managed Futures

Managed Futures Premier Rotterdam L.P.

New York, NY · Mar 23, 2012 → Mar 22, 2013 · 2 filings
  • Mar 22, 2013 · D/A · $1,247,375 sold of Indefinite · 21 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the general partner) EDGAR ↗
  • Mar 23, 2012 · D · $1,247,375 sold of Indefinite · 21 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the general partner) EDGAR ↗

Raised $1.25M from 21 investors as of the latest filing. Ian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

WF
Pooled Investment Fund · group: Managed Futures

WESTPORT FUTURES FUND L.P.

New York, NY · Dec 16, 2010 → Jan 29, 2013 · 5 filings
  • Jan 29, 2013 · D/A · $192,827,087 sold of Indefinite · 2,028 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 2, 2012 · D/A · $192,763,875 sold of Indefinite · 2,026 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 22, 2011 · D/A · $189,443,875 sold of Indefinite · 1,980 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $187,633,875 sold of Indefinite · 1,959 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 16, 2010 · D/A · $183,209,093 sold of Indefinite · 1,909 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $200.5M from 2,164 investors as of the latest filing. Ian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MF
Pooled Investment Fund

MANAGED FUTURES PREMIER WARRINGTON L.P.

Dallas, TX · Dec 16, 2010 → Jan 29, 2013 · 5 filings
  • Jan 29, 2013 · D/A · $581,254,891 sold of Indefinite · 4,208 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 2, 2012 · D/A · $566,760,429 sold of Indefinite · 4,031 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 22, 2011 · D/A · $547,045,153 sold of Indefinite · 3,897 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $537,697,964 sold of Indefinite · 3,879 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 16, 2010 · D/A · $531,223,000 sold of Indefinite · 3,798 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $638.9M from 4,710 investors as of the latest filing. Ian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CA
Pooled Investment Fund · group: Managed Futures

CERES ABINGDON L.P.

New York, NY · Dec 16, 2010 → Jan 29, 2013 · 5 filings
  • Jan 29, 2013 · D/A · $428,272,688 sold of Indefinite · 3,499 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 2, 2012 · D/A · $419,775,802 sold of Indefinite · 3,415 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 21, 2011 · D/A · $380,881,869 sold of Indefinite · 3,008 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 6, 2011 · D/A · $349,704,889 sold of Indefinite · 2,836 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 16, 2010 · D/A · $262,107,500 sold of Indefinite · 2,185 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $621.3M from 5,488 investors as of the latest filing. Ian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MF
Pooled Investment Fund · group: Managed Futures

Managed Futures Premier Energy Fund L.P. II

New York, NY · Dec 22, 2010 → Dec 6, 2012 · 4 filings
  • Dec 6, 2012 · D/A · $340,255,741 sold of Indefinite · 2,991 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 21, 2011 · D/A · $327,974,999 sold of Indefinite · 2,764 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $304,889,712 sold of Indefinite · 2,435 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 22, 2010 · D/A · $304,488,547 sold of Indefinite · 2,434 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $618.1M from 3,081 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MF
Pooled Investment Fund · group: Managed Futures

Meritage Futures Fund L.P.

New York, NY · Dec 2, 2010 → Nov 28, 2012 · 4 filings
  • Nov 28, 2012 · D/A · $90,886,000 sold of Indefinite · 598 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗
  • Nov 30, 2011 · D/A · $38,339,997 sold of Indefinite · 468 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗
  • Nov 30, 2011 · D/A · $38,339,997 sold of Indefinite · 468 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗
  • Dec 2, 2010 · D/A · $38,339,997 sold of Indefinite · 468 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗

Raised $90.9M from 620 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CC
Pooled Investment Fund · group: Managed Futures

Ceres Classic L.P.

New York, NY · Dec 2, 2010 → Nov 28, 2012 · 4 filings
  • Nov 28, 2012 · D/A · $80,300,000 sold of Indefinite · 7,281 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the General Partner) EDGAR ↗
  • Nov 30, 2011 · D/A · $343,890,500 sold of Indefinite · 8,988 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the General Partner) EDGAR ↗
  • Nov 30, 2011 · D/A · $343,890,500 sold of Indefinite · 8,988 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the General Partner) EDGAR ↗
  • Dec 2, 2010 · D/A · $343,890,500 sold of Indefinite · 8,988 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the General Partner) EDGAR ↗

Raised $990.9M from 8,988 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CT
Pooled Investment Fund · group: Managed Futures

Ceres Tactical Macro L.P.

New York, NY · Dec 2, 2010 → Nov 28, 2012 · 3 filings
  • Nov 28, 2012 · D/A · $437,650,000 sold of Indefinite · 4,400 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the General Partner) EDGAR ↗
  • Nov 30, 2011 · D/A · $4,135,859 sold of Indefinite · 62 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the General Partner) EDGAR ↗
  • Dec 2, 2010 · D/A · $4,135,859 sold of Indefinite · 62 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the General Partner) EDGAR ↗

Raised $525.6M from 5,000 investors as of the latest filing. Ian is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

LF
Pooled Investment Fund · group: Managed Futures

LV Futures Fund L.P.

New York, NY · Dec 2, 2010 → Nov 28, 2012 · 4 filings
  • Nov 28, 2012 · D/A · $118,390,000 sold of Indefinite · 753 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗
  • Nov 30, 2011 · D/A · $35,088,148 sold of Indefinite · 387 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗
  • Nov 30, 2011 · D/A · $35,088,148 sold of Indefinite · 387 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗
  • Dec 2, 2010 · D/A · $35,088,148 sold of Indefinite · 387 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗

Raised $118.4M from 759 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PF
Pooled Investment Fund · group: Managed Futures

Polaris Futures Fund L.P.

New York, NY · Dec 2, 2010 → Nov 28, 2012 · 4 filings
  • Nov 28, 2012 · D/A · $348,960,000 sold of Indefinite · 2,739 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗
  • Nov 30, 2011 · D/A · $117,750,423 sold of Indefinite · 1,101 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗
  • Nov 30, 2011 · D/A · $117,750,423 sold of Indefinite · 1,101 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗
  • Dec 2, 2010 · D/A · $117,750,423 sold of Indefinite · 1,101 investors · min. $25,000 · role: Director (Director of General Partner) EDGAR ↗

Raised $349M from 2,846 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CT
Pooled Investment Fund · group: Managed Futures

CERES TACTICAL SYSTEMATIC L.P.

New York, NY · Dec 17, 2010 → Oct 15, 2012 · 4 filings
  • Oct 15, 2012 · D/A · $264,428,345 sold of Indefinite · 3,924 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 27, 2011 · D/A · $241,570,981 sold of Indefinite · 3,623 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 6, 2011 · D/A · $221,679,356 sold of Indefinite · 3,338 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 17, 2010 · D/A · $165,351,934 sold of Indefinite · 2,492 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $371.3M from 9,974 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

IF
Pooled Investment Fund · group: Managed Futures

Institutional Futures Portfolio L P

New York, NY · Dec 16, 2010 → Oct 15, 2012 · 4 filings
  • Oct 15, 2012 · D/A · $165,800,000 sold of Indefinite · 79 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 22, 2011 · D/A · $163,400,000 sold of Indefinite · 77 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $159,500,000 sold of Indefinite · 76 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 16, 2010 · D/A · $154,920,000 sold of Indefinite · 72 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $170.1M from 82 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TF
Pooled Investment Fund · group: Managed Futures

TIDEWATER FUTURES FUND LP

New York, NY · Dec 16, 2010 → Oct 15, 2012 · 4 filings
  • Oct 15, 2012 · D/A · $165,286,423 sold of Indefinite · 1,898 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 22, 2011 · D/A · $164,944,261 sold of Indefinite · 1,893 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $163,843,654 sold of Indefinite · 1,879 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 16, 2010 · D/A · $162,718,925 sold of Indefinite · 1,865 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $165.3M from 1,898 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CW
Pooled Investment Fund · group: Managed Futures

CMF Winton Feeder I LP

New York, NY · Dec 21, 2010 → Oct 15, 2012 · 5 filings
  • Oct 15, 2012 · D/A · $48,554,148 sold of Indefinite · 35 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 15, 2012 · D/A · $48,554,148 sold of Indefinite · 35 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 22, 2011 · D/A · $48,554,148 sold of Indefinite · 35 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $48,554,148 sold of Indefinite · 35 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 21, 2010 · D/A · $48,554,148 sold of Indefinite · 36 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $48.6M from 36 investors as of the latest filing. Ian is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

EC
Pooled Investment Fund · group: Managed Futures

EMERGING CTA PORTFOLIO LP

New York, NY · Dec 16, 2010 → Oct 5, 2012 · 4 filings
  • Oct 5, 2012 · D/A · $392,351,371 sold of Indefinite · 3,604 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 21, 2011 · D/A · $355,499,618 sold of Indefinite · 3,018 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $342,927,430 sold of Indefinite · 2,845 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 16, 2010 · D/A · $302,395,829 sold of Indefinite · 2,468 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $429.9M from 4,256 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CO
Pooled Investment Fund · group: Managed Futures

CERES ORION L.P.

New York, NY · Dec 16, 2010 → Oct 5, 2012 · 4 filings
  • Oct 5, 2012 · D/A · $2,028,271,888 sold of Indefinite · 22,689 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 22, 2011 · D/A · $1,806,695,418 sold of Indefinite · 19,823 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $1,707,315,951 sold of Indefinite · 18,767 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 16, 2010 · D/A · $1,454,940,819 sold of Indefinite · 15,557 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $2.68B from 31,127 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CT
Pooled Investment Fund · group: Managed Futures

Ceres Tactical Commodity L.P.

New York, NY · Dec 16, 2010 → Oct 5, 2012 · 4 filings
  • Oct 5, 2012 · D/A · $643,222,761 sold of Indefinite · 7,143 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 21, 2011 · D/A · $624,572,481 sold of Indefinite · 6,906 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $620,233,463 sold of Indefinite · 6,864 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 16, 2010 · D/A · $610,917,581 sold of Indefinite · 6,676 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $845.6M from 109,607 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PF
Pooled Investment Fund · group: Managed Futures

POTOMAC FUTURES FUND LP

New York, NY · Dec 17, 2010 → Oct 2, 2012 · 4 filings
  • Oct 2, 2012 · D/A · $381,015,212 sold of Indefinite · 3,389 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 22, 2011 · D/A · $379,901,135 sold of Indefinite · 3,369 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $378,671,135 sold of Indefinite · 3,355 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 17, 2010 · D/A · $365,122,448 sold of Indefinite · 3,165 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $434.3M from 6,610 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CA
Pooled Investment Fund

COMMODITY ADVISORS FUND L.P.

New York, NY · Jul 1, 2011 → Oct 2, 2012 · 4 filings
  • Oct 2, 2012 · D/A · $59,670,591 sold of Indefinite · 563 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 21, 2011 · D/A · $46,100,166 sold of Indefinite · 295 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 5, 2011 · D/A · $11,309,681 sold of Indefinite · 143 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Jul 1, 2011 · D · $567,295 sold of Indefinite · 5 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $128.9M from 759 investors as of the latest filing. Ian is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MF
Pooled Investment Fund · group: Managed Futures

Managed Futures Premier Aventis LP

New York, NY · Jun 13, 2012
  • Jun 13, 2012 · D · $1,000 sold of Indefinite · 1 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the general partner) EDGAR ↗

Raised $38.7M from 372 investors as of the latest filing. Ian is listed as director.

Latest filing on EDGAR ↗
Sources

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

MF
Pooled Investment Fund · group: Managed Futures

Managed Futures Premier Man-AHL L.P.

New York, NY · Mar 22, 2012
  • Mar 22, 2012 · D · $410,684 sold of Indefinite · 10 investors · min. $25,000 · role: Director (Director of Ceres Managed Futures LLC, the general partner) EDGAR ↗

Raised $411K from 10 investors as of the latest filing. Ian is listed as director.

Latest filing on EDGAR ↗
Sources

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

MF
Pooled Investment Fund · group: Managed Futures

Managed Futures Strategic Alternatives, L.P.

New York, NY · Mar 14, 2011 → Mar 15, 2012 · 2 filings
  • Mar 15, 2012 · D/A · $353,078,502 sold of Indefinite · 487 investors · min. $250,000 · role: Director EDGAR ↗
  • Mar 14, 2011 · D/A · $353,078,502 sold of Indefinite · 486 investors · min. $250,000 · role: Director EDGAR ↗

Raised $382.6M from 489 investors as of the latest filing. Ian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

FF
Pooled Investment Fund · group: Managed Futures

FAIRFIELD FUTURES FUND LP II

New York, NY · Dec 16, 2010 → Oct 5, 2011 · 2 filings
  • Oct 5, 2011 · D/A · $164,044,500 sold of Indefinite · 1,346 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 16, 2010 · D/A · $164,044,500 sold of Indefinite · 1,346 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $164M from 1,362 investors as of the latest filing. Ian is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Ian Bernstein — CO, 2 issuers, Oct 21, 2010 → Mar 17, 2020 · no shared issuer

People around Ian 14

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

CM
Management entity

Ceres Managed Futures LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Ian Bernstein. Their page shows their other deals.

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

Harry Handler

Director · 85 shared filings (24 issuers) · also on 6 other issuers

Harry Handler is on 30 issuers in total — a repeat sponsor. Their page lists every one.

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

Walter Davis

Executive Officer, Director · 85 shared filings (24 issuers) · also on 3 other issuers

Walter Davis is on 27 issuers in total — a repeat sponsor. Their page lists every one.

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

Patrick T. Egan

Director · 85 shared filings (24 issuers) · also on 3 other issuers

Patrick T. Egan is on 27 issuers in total — a repeat sponsor. Their page lists every one.

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

Douglas J. Ketterer

Director · 83 shared filings (23 issuers) · also on 76 other issuers

Douglas J. Ketterer is on 99 issuers in total — a repeat sponsor. Their page lists every one.

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

Alper Daglioglu

Director · 81 shared filings (23 issuers) · also on 74 other issuers

Alper Daglioglu is on 97 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael McGrath

Director · 44 shared filings (20 issuers) · also on 34 other issuers

Michael McGrath is on 54 issuers in total — a repeat sponsor. Their page lists every one.

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

Colbert Narcisse

Director · 41 shared filings (22 issuers) · also on 95 other issuers

Colbert Narcisse is on 117 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Centner

Executive Officer · 32 shared filings (17 issuers) · also on 1 other issuer

Brian Centner is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Jennifer Magro

Executive Officer, Director · 25 shared filings (20 issuers) · also on 26 other issuers

Jennifer Magro is on 46 issuers in total — a repeat sponsor. Their page lists every one.

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

Damian George

Executive Officer, Director · 23 shared filings (19 issuers) · also on 2 other issuers

Damian George is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Center

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

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

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

Apler Daglioglu

Director · 4 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Ian Bernstein. Their page shows their other deals.

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

Doug Ketterer

Director · 2 shared filings (1 issuer) · also on 31 other issuers

Doug Ketterer is on 32 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

MF
Sponsor group

Managed Futures

24 issuers · 300 filings · $9.01B reported sold · 2009–2026

One team, 24 deal companies. Ian Bernstein is listed on 22 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 Ian Bernstein.

Same business address

12 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

Adviser registration (Form ADV)

None of the 24 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 Ian Bernstein 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 24 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Ian Bernstein is listed on: none on file. No website or social profile named in CERES ORION L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #12,790 of 374,652 in line (14 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 (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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

Courts

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

Securities regulators

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

Business registries

New York Secretary of State business search ↗Texas Secretary of State business search ↗OpenCorporates ↗

Change history

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