PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:02 AM ET

Sponsor Check › Person

J. David Phillips

Related person on Form D filings · address states as listed: RI, MA · listed Aug 1, 2022 → Oct 14, 2026

23issuers
29Form D filings
2022–2026years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

Not yet searched.

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

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

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3. Bankruptcies

Not yet searched.

Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

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

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

7 of 23 offerings report sales commissions totalling $148,920,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Oct 14, 2026 D
File 021-601068
$0$0$0None listed on this filing
EDGAR ↗May 5, 2026 D
File 021-582858
$15,200,000 (est.)$0 (est.)$0 (est.)None no CRD number reported
via EVERCORE GROUP L.L.C. (CRD 000042405 ↗)
EDGAR ↗May 5, 2026 D
File 021-582859
$15,200,000 (est.)$0 (est.)$0 (est.)None no CRD number reported
via EVERCORE GROUP L.L.C. (CRD 000042405 ↗)
EDGAR ↗Jul 28, 2025 D
File 021-552959
$0$0$0None listed on this filing
EDGAR ↗May 30, 2025 D
File 021-547729
$6,700,000 (est.)$0 (est.)$0 (est.)None no CRD number reported
via CAMPBELL LUTYENS & CO. LTD

Not Applicable no CRD number reported
via Z Square Partners Consulting Co., Ltd.

None no CRD number reported
via CAMPBELL LUTYENS & CO. INC. (CRD 000133376 ↗)
EDGAR ↗Feb 7, 2025 D
File 021-537716
$0$0$0None listed on this filing
EDGAR ↗Aug 29, 2024 D
File 021-522757
$0$0$0 (est.)None listed on this filing
EDGAR ↗Aug 29, 2024 D
File 021-522756
$0$0$0 (est.)None listed on this filing
EDGAR ↗Aug 29, 2024 D
File 021-522758
$0$0$0 (est.)None listed on this filing
EDGAR ↗Aug 27, 2024 D
File 021-522499
$0$0$0 (est.)None listed on this filing
EDGAR ↗Aug 22, 2024 D
File 021-522228
$0$0$0 (est.)None listed on this filing
EDGAR ↗Aug 21, 2024 D
File 021-522076
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jul 19, 2024 D/A
File 021-454394
$50,000,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via Z Square Partners Consulting Co., Ltd.

Not Applicable no CRD number reported
via PineGrove Capital Ltd.

Not Applicable no CRD number reported
via XLC Distribution Services SpA

Not Applicable no CRD number reported
via Diamond Dragon Advisors Limited

Not Applicable no CRD number reported
via PJT PARTNERS LP (CRD 000171058 ↗)

Not Applicable no CRD number reported
via Alpine Capital Advisors SpA

Not Applicable no CRD number reported
via Barclays Bank PLC

Not Applicable no CRD number reported
via Barclays Bank Ireland PLC

Not Applicable no CRD number reported
via Barclays Bank (Suisse) S.A.

Not Applicable no CRD number reported
via J.P. MORGAN SECURITIES LLC (CRD 000000079 ↗)

Lord Sebastian Coe no CRD number reported
None no CRD number reported
via Panarae FZ LLC

None no CRD number reported
via Asante Capital Group LLP
EDGAR ↗Jul 19, 2024 D/A
File 021-454397
$50,000,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via Z Square Partners Consulting Co., Ltd.

Not Applicable no CRD number reported
via PineGrove Capital Ltd.

Not Applicable no CRD number reported
via XLC Distribution Services SpA

Not Applicable no CRD number reported
via Diamond Dragon Advisors Limited

Not Applicable no CRD number reported
via PJT PARTNERS LP (CRD 000171058 ↗)

Not Applicable no CRD number reported
via Alpine Capital Advisors SpA

Not Applicable no CRD number reported
via Barclays Bank PLC

Not Applicable no CRD number reported
via Barclays Bank Ireland PLC

Not Applicable no CRD number reported
via Barclays Bank (Suisse) S.A.

Not Applicable no CRD number reported
via J.P. MORGAN SECURITIES LLC (CRD 000000079 ↗)

Lord Sebastian Coe no CRD number reported
None no CRD number reported
via Panarae FZ LLC

None no CRD number reported
via Asante Capital Group LLP
EDGAR ↗May 30, 2024 D
File 021-514709
$4,320,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via PJT PARTNERS LP (CRD 171058 ↗)
EDGAR ↗Oct 27, 2023 D
File 021-495787
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jul 11, 2023 D
File 021-486462
$0$0$0 (est.)None listed on this filing
EDGAR ↗Apr 14, 2023 D
File 021-478964
$0$0$0 (est.)None listed on this filing
EDGAR ↗Mar 17, 2023 D
File 021-476193
$0$0$0 (est.)None listed on this filing
EDGAR ↗Oct 28, 2022 D
File 021-463232
$0$0$0 (est.)None listed on this filing
EDGAR ↗Oct 28, 2022 D
File 021-463230
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jun 29, 2022 D
File 021-450646
$0$0$0 (est.)None listed on this filing
EDGAR ↗Dec 16, 2021 D
File 021-425299
$7,500,000 (est.)$0 (est.)$0 (est.)Not Applicable no CRD number reported
via PJT PARTNERS LP (CRD 171058 ↗)

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

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

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗Providence IX Chrysler Co-Investment L.P.
group: Psg
Executive OfficerOct 14, 2026DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners (Constellation-A) L.P.
group: Psg
Executive OfficerMay 5, 2026DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners (Constellation) L.P.
group: Psg
Executive OfficerMay 5, 2026DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners IX-C L.P.
group: Psg
Executive OfficerJul 28, 2025DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners (Docente) S.C.Sp.
group: Psg
Executive OfficerMay 30, 2025DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence IX Maverick Co-Investment L.P.
group: Psg
Director
DIRECTOR OF PEP IX INTERNATIONAL LTD., THE GENERAL PARTNER OF PROVIDENCE EQUITY GP IX L.P., THE GENERAL PARTNER OF PROVIDENCE EQUITY PARTNERS IX L.P.
Feb 7, 2025DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Cameron (ATG) Co-Investment L.P.
group: Psg
Director
Director of PEP VIII International Ltd., the managing member of Providence Cameron Co-Invest GP L.L.C., the general partner of Providence Cameron (ATG) Co-Investment L.P.
Aug 29, 2024DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Cameron (W) Co-Investment L.P.
group: Psg
Director
Director of PEP VIII International Ltd., the managing member of Providence Cameron Co-Invest GP L.L.C., the general partner of Providence Cameron (W) Co-Investment L.P.
Aug 29, 2024DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Cameron (MO) Co-Investment L.P.
group: Psg
Director
Director of PEP VIII International Ltd., the managing member of Providence Cameron Co-Invest GP L.L.C., the general partner of Providence Cameron (MO) Co-Investment L.P.
Aug 29, 2024DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Alps Co-Investment L.P.
group: Psg
Director
Director of PEP VIII International Ltd., the managing member of Providence Alps Co-Invest GP L.L.C., the general partner of Providence Alps Co-Investment L.P.
Aug 27, 2024DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Bristol Co-Investment L.P.
group: Psg
Director
Director of PEP VII International Ltd., the managing member of Providence Bristol Co-Invest GP L.L.C., the general partner of Providence Bristol Co-Investment L.P.
Aug 22, 2024DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence VIII Tetris Co-Investment-B L.P.
group: Psg
Director
Director of PEP VIII International Ltd., the general partner of Providence Equity GP VIII L.P., the general partner of Providence VIII Tetris Co-Investment-B L.P.
Aug 21, 2024DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners IX-A S.C.Sp
group: Psg
Director
Director of PEP IX International Ltd., the general partner of Providence Equity Partners GP IX L.P., the sole owner of the general partner of the Issuer, Providence Equity GP IX (Lux) S.ar.l.
Jul 19, 2024D/AIndefinite
similar: $155,000–$5,250,000
$2,144,075,83247
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners IX L.P.
group: Psg
Director
Director of PEP IX International Ltd., the general partner of Providence Equity GP IX L.P., the general partner of Providence Equity Partners IX L.P.
Jul 19, 2024D/AIndefinite
similar: $155,000–$5,250,000
$1,063,915,88981
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners (Unity) S.C.Sp.
group: Psg
Director
Director of PEP VII-A International Ltd., the general partner of Providence Equity GP (Unity) L.P., the sole shareholder of PEP Unity GP S.a r.l., the general partner of Providence Equity Partners (Unity) S.C.Sp.
May 30, 2024DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners IX-A S.C.Sp
group: Psg
Director
Director of PEP IX International Ltd., the general partner of Providence Equity Partners GP IX L.P., the sole owner of the general partner of the Issuer, Providence Equity GP IX (Lux) S.ar.l.
Mar 11, 2024D/AIndefinite
similar: $155,000–$5,250,000
$2,039,348,53739
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners IX L.P.
group: Psg
Director
Director of PEP IX International Ltd., the general partner of Providence Equity GP IX L.P., the general partner of Providence Equity Partners IX L.P.
Mar 11, 2024D/AIndefinite
similar: $155,000–$5,250,000
$1,042,723,18472
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗PEP Heart Co-Investment SCSp
group: Psg
Director
Director of PEP IX International Ltd., the sole owner of Providence Equity GP IX (Lux) S.a r.l., the general partner of PEP Heart Co-Investment SCSp
Oct 27, 2023DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners IX-A S.C.Sp
group: Psg
Director
Director of PEP IX International Ltd., the general partner of Providence Equity Partners GP IX L.P., the sole owner of the general partner of the Issuer, Providence Equity GP IX (Lux) S.ar.l.
Jul 28, 2023D/AIndefinite
similar: $155,000–$5,250,000
$2,031,331,06035
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners IX L.P.
group: Psg
Director
Director of PEP IX International Ltd., the general partner of Providence Equity GP IX L.P., the general partner of Providence Equity Partners IX L.P.
Jul 28, 2023D/AIndefinite
similar: $155,000–$5,250,000
$864,948,94065
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Diamond Co-Investment SCSp
group: Psg
Director
Director of PEP IX International Ltd., the sole owner of Providence Equity GP IX (Lux) S.a r.l., the general partner of Providence Diamond Co-Investment SCSp
Jul 11, 2023DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Island IX SPV L.P.
group: Psg
Director
Director of PEP IX International Ltd., the general partner of Providence Equity GP IX L.P., the general partner of Island IX SPV L.P.
Apr 14, 2023DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence IX Accelerate Co-Investment L.P.
group: Psg
Director
Director of PEP IX International Ltd., the general partner of Providence Equity GP IX L.P., the general partner of Providence IX Accelerate Co-Investment L.P.
Mar 17, 2023DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence VIII Tetris Co-Investment-A L.P.
group: Psg
Director
Director of PEP VIII International Ltd., the general partner of Providence Equity GP VIII L.P., the general partner of Providence VIII Tetris Co-Investment-A L.P.
Oct 28, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence VIII Tetris Co-Investment L.P.
group: Psg
Director
Director of PEP VIII International Ltd., the general partner of Providence Equity GP VIII L.P., the general partner of Providence VIII Tetris Co-Investment L.P.
Oct 28, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners IX-A S.C.Sp
group: Psg
Director
Director of PEP IX International Ltd., the sole owner of Providence Equity Partners GP IX (Lux) S.a r.l., the general partner of Providence Equity Partners IX-A S.C.Sp.
Aug 1, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners IX L.P.
group: Psg
Director
Director of PEP IX International Ltd., the general partner of Providence Equity GP IX L.P., the general partner of Providence Equity Partners IX L.P.
Aug 1, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Arrow Co-Investment SCSp
group: Psg
Executive OfficerJun 29, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Providence Equity Partners (Midsummer) L.P.
group: Psg
Director
Director of PEP VII-A International Ltd., the general partner of Providence Equity GP (Midsummer) L.P., the general partner of Providence Equity Partners (Midsummer) L.P.
Dec 16, 2021DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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 listings under the same name

Not linked to this profile — a second identifier (same issuer, same sponsor group) was not found. Could be the same person or a different one.

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 31 names on the same filings (18 management entities, 13 people)

People and management entities the issuers listed as related persons on the same Form D filings as J. David Phillips. Source: the EDGAR rows in the table above.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

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