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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:42 AM ET

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JB
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James Bailey

Named as an officer, director or promoter on SEC Form D filings · MA · Dec 19, 2014 → Oct 4, 2019

9deals (issuers)
$933.6Mreported sold
183investors
10Form D filings
2014–2019years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:27 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

James Bailey is listed as an executive officer and director on 10 SEC Form D filings by 9 issuers between Mar 2013 and Oct 2019. Largest by amount reported sold: CAMBRIDGE ASSOCIATES LLC /MA/ /ADV (Boston, MA — investing — 2018; $459.5M reported sold to 16 investors), CA Resources Fund (U.S. Tax-Exempt), L.P. - Series KPS Special Situations Fund V (A) (Boston, MA — pooled investment fund — 2019; $157.3M reported sold to 51 investors), CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Third Rock Ventures V (Boston, MA — pooled investment fund — 2019; $63.2M reported sold to 18 investors), CA Resources Fund (U.S. Taxable), L.P. - Series Resource Capital VI (Boston, MA — pooled investment fund — 2013; $60M reported sold to 31 investors), CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Advent International GPE IX (Boston, MA — pooled investment fund — 2019; $55M reported sold to 11 investors) and 4 more (all listed below).

What this means A repeat sponsor — 9 separate companies raised money with this person listed as executive officer and director, over about 6 years. Across those companies the filings report $933.6M sold in total.

Listed alongside Susan Sieker (9 shared filings), Cambridge Associates Resources, LLC (8 shared filings, management entity), Cambridge Associates, LLC (8 shared filings, management entity), David Druley (7 shared filings), Philip Walton (6 shared filings) and 14 others.

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

All 9 issuers belong to the sponsor group Ca Resources Fund U S Tax Exempt (22 issuers, $1.53B reported sold, 2013–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Ca Resources Fund U S Tax Exempt has 22 companies on file and $1.53B 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) — 4 bankruptcy cases matching the name listed in Key records below.

What this means 4 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 10 public filings for James Bailey and found 10 differences: 12% of the money raised went to insiders; James Bailey appears on 1 deal that stopped filing before reaching its target; 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 James Bailey has not run yet — it is joining a line of 39,185 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:27 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 James Bailey..

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

4 cases: 4 closed (disposition not in docket feed)

James A Bailey closed
United States Bankruptcy Court, D. Massachusetts · No. 20-10607 · Filed Mar 2, 2020 · Closed Aug 9, 2021
Role of James A Bailey: Debtor · Outcome: Case closed 2021-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 1052 federal dockets); 14 people with this name in Form D filings; court in the person's filing state (MA)
James F. Bailey closed
United States Bankruptcy Court, D. Massachusetts · No. 12-14145 · Filed May 11, 2012 · Closed Nov 10, 2015
Role of James F. Bailey: Debtor · Outcome: Case closed 2015-11-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 1052 federal dockets); 14 people with this name in Form D filings; court in the person's filing state (MA)
James F. Bailey closed
United States Bankruptcy Court, D. Massachusetts · No. 11-17634 · Filed Aug 11, 2011 · Closed Aug 17, 2012
Role of James F. Bailey: Debtor · Outcome: Case closed 2012-08-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 1052 federal dockets); 14 people with this name in Form D filings; court in the person's filing state (MA)
James A. Bailey and Betty J. Bailey closed
United States Bankruptcy Court, D. Massachusetts · No. 03-45414 · Filed Sep 18, 2003 · Closed Jun 29, 2004
Role of James A. Bailey and Betty J. Bailey: Debtor · Outcome: Case closed 2004-06-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 1052 federal dockets); 14 people with this name in Form D filings; court in the person's filing state (MA)
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, 2:27 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

4. Differences between public sources

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

10 differences found between the filings for James Bailey (compared 10 filings on Oct 24, 2026)

Note · Sep 14, 2018

12% of the money raised went to insiders — CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

The Sep 14, 2018 Form D reports $298,493,250 sold and $35,689,500 of the proceeds used for payments to officers, directors or promoters.

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Sources
Note · Dec 19, 2014

James Bailey appears on 1 deal that stopped filing before reaching its target

CA Resources Fund (U.S. Tax-Exempt), L.P. - Series X2 Resources (last filing Dec 19, 2014; $0 sold of $27,500,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Note · Dec 11, 2014 – Nov 13, 2018

4 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 — CAMBRIDGE ASSOCIATES LLC /MA/ /ADV (latest filing Nov 13, 2018) · No amendment in the last 12 months on an offering that may still be open — CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Advent International GPE VIII (latest filing Feb 8, 2016) · No amendment in the last 12 months on an offering that may still be open — CA Resources Fund (U.S. Tax-Exempt), L.P. - Series EnerVest XIV (latest filing May 20, 2015) · No amendment in the last 12 months on an offering that may still be open — CA Resources Fund (U.S. Tax-Exempt), L.P. - Series X2 Resources (latest filing Dec 19, 2014)

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
Note · Sep 14, 2018 – Nov 13, 2018

Offering amount changed between filings — CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

The Sep 14, 2018 filing says $399,984,750 offered; the Nov 13, 2018 Form D/A says $463,493,250.

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

Sources
Note · Mar 1, 2013 – Dec 19, 2014

James Bailey is written 2 different ways on the filings

listed as "James N. Bailey" on the Mar 1, 2013 filing, and "James Bailey" on 9 filings (from Dec 19, 2014).

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 · Apr 30, 2013 – Sep 6, 2018

Same name, different state: "James Bailey" (CA) is a separate record

This page covers filings where the address state is MA. A separate record, "James Bailey" with address state CA, is listed on 12 filings — most recently by SURF AIR INC. (Sep 6, 2018). Both records have filings in the same period (Dec 19, 2014 to Sep 6, 2018).

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.

Sources
Note · Jan 31, 2012 – Nov 18, 2014

Same name, different state: "James N. Bailey" (CO) is a separate record

This page covers filings where the address state is MA. A separate record, "James N. Bailey" with address state CO, is listed on 3 filings — most recently by AIMCO PROPERTIES L.P. (Nov 18, 2014). The two records do not overlap in time: this page runs Dec 19, 2014 to Oct 4, 2019; the other runs Jan 31, 2012 to Nov 18, 2014.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Oct 28, 2013

Same name, different state: "James Cameron Bailey" (A0) is a separate record

This page covers filings where the address state is MA. A separate record, "James Cameron Bailey" with address state A0, is listed on 1 filing — most recently by PHX Energy Services Corp. (Oct 28, 2013). The two records do not overlap in time: this page runs Dec 19, 2014 to Oct 4, 2019; the other has one filing dated Oct 28, 2013.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Jun 6, 2012 – Feb 5, 2013

Same name, different state: "James R. Bailey, Jr." (GA) is a separate record

This page covers filings where the address state is MA. A separate record, "James R. Bailey, Jr." with address state GA, is listed on 4 filings — most recently by T5@ ATLANTA TRUST (Feb 5, 2013). The two records do not overlap in time: this page runs Dec 19, 2014 to Oct 4, 2019; the other runs Jun 6, 2012 to Feb 5, 2013.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Jan 27, 2010

Same name, different state: "James Bailey" (A6) is a separate record

This page covers filings where the address state is MA. A separate record, "James Bailey" with address state A6, is listed on 1 filing — most recently by MY SCREEN MOBILE, INC. (Jan 27, 2010). The two records do not overlap in time: this page runs Dec 19, 2014 to Oct 4, 2019; the other has one filing dated Jan 27, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

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. As of Oct 24, 2026.

5. Money to insiders

0 of 9 offerings report sales commissions; 1 reports finder's fees totalling $4,595,002; 1 reports proceeds to related persons totalling $35,689,500. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 4, 2019 D
CA Resources Fund (U.S. Tax-Exempt), L.P. - Series KPS Special Situations Fund V (A)
File 021-350369
$0$0$0None listed on this filingEDGAR ↗
May 24, 2019 D
CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Third Rock Ventures V
File 021-340335
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2019 D
CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Advent International GPE IX
File 021-338234
$0$0$0None listed on this filingEDGAR ↗
Nov 13, 2018 D/A
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
File 021-321439
$0$4,595,002 (est.)$35,689,500Broadhaven Securities LLC BrokerCheck CRD 157804 ↗EDGAR ↗
Oct 31, 2016 D
CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Third Rock Ventures IV
File 021-273534
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 8, 2016 D
CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Advent International GPE VIII
File 021-256929
$0$0$0None listed on this filingEDGAR ↗
May 20, 2015 D
CA Resources Fund (U.S. Tax-Exempt), L.P. - Series EnerVest XIV
File 021-240242
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 19, 2014 D
CA Resources Fund (U.S. Tax-Exempt), L.P. - Series X2 Resources
File 021-230517
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 1, 2013 D
CA Resources Fund (U.S. Taxable), L.P. - Series Resource Capital VI
File 021-192625
$0$0$0 (est.)
The Issuer's gp or one of its affiliates will receive a management fee payable by the Issuer generally equal to a percentage of the aggregate subscription of the limited partners of the Issuer that are not clients of the gp of the issuer or its affiliates
None 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 9

Every issuer that named James Bailey 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: Ca Resources Fund U S Tax Exempt

CA Resources Fund (U.S. Tax-Exempt), L.P. - Series KPS Special Situations Fund V (A)

Boston, MA · Oct 4, 2019
  • Oct 4, 2019 · D · $157,350,000 sold of $157,350,000 · 51 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $157.3M from 51 investors (100% of the $157.3M target) as of the latest filing. James 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: Ca Resources Fund U S Tax Exempt

CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Third Rock Ventures V

Boston, MA · May 24, 2019
  • May 24, 2019 · D · $63,200,000 sold of $63,200,000 · 18 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $63.2M from 18 investors (100% of the $63.2M target) as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Ca Resources Fund U S Tax Exempt

CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Advent International GPE IX

Boston, MA · Apr 26, 2019
  • Apr 26, 2019 · D · $55,000,000 sold of $55,000,000 · 11 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $55M from 11 investors (100% of the $55M target) as of the latest filing. James is listed as executive officer.

Sources

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

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

Boston, MA · Sep 14, 2018 → Nov 13, 2018 · 2 filings
  • Nov 13, 2018 · D/A · $459,500,250 sold of $463,493,250 · 16 investors · min. $8,250 · role: Director EDGAR ↗
  • Sep 14, 2018 · D · $298,493,250 sold of $399,984,750 · 8 investors · min. $8,250 · role: Director EDGAR ↗

Raised $459.5M from 16 investors (99% of the $463.5M target) as of the latest filing. James 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: Investing / 506(b) (2,521 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: Ca Resources Fund U S Tax Exempt

CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Third Rock Ventures IV

Boston, MA · Oct 31, 2016
  • Oct 31, 2016 · D · $50,800,000 sold of $50,800,000 · 16 investors · min. $800,000 · role: Executive Officer EDGAR ↗

Raised $50.8M from 16 investors (100% of the $50.8M target) as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Ca Resources Fund U S Tax Exempt

CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Advent International GPE VIII

Boston, MA · Feb 8, 2016
  • Feb 8, 2016 · D · $50,000,000 sold of Indefinite · 10 investors · min. $500,000 · role: Executive Officer EDGAR ↗

Raised $50M from 10 investors as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Ca Resources Fund U S Tax Exempt

CA Resources Fund (U.S. Tax-Exempt), L.P. - Series EnerVest XIV

Boston, MA · May 20, 2015
  • May 20, 2015 · D · $37,750,000 sold of Indefinite · 21 investors · min. $500,000 · role: Executive Officer EDGAR ↗

Raised $37.8M from 21 investors as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Ca Resources Fund U S Tax Exempt

CA Resources Fund (U.S. Tax-Exempt), L.P. - Series X2 Resources

Boston, MA · Dec 19, 2014
  • Dec 19, 2014 · D · $0 sold of $27,500,000 · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

9 investors reported; no amount sold yet as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Ca Resources Fund U S Tax Exempt

CA Resources Fund (U.S. Taxable), L.P. - Series Resource Capital VI

Boston, MA · Mar 1, 2013
  • Mar 1, 2013 · D · $60,000,000 sold of $60,000,000 · 31 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $60M from 31 investors (100% of the $60M target) as of the latest filing. James 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.

Other pages with the same name (13)

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

  • James Bailey — CA, 7 issuers, Apr 30, 2013 → Sep 6, 2018 · no shared issuer
  • James R. Bailey, Jr. — GA, 4 issuers, Jun 6, 2012 → Feb 5, 2013 · no shared issuer
  • James Walter Bailey — TX, 2 issuers, May 16, 2025 → May 1, 2026 · no shared issuer
  • James Bailey — Ontario, Canada (as filed: A6), 1 issuer, Jan 27, 2010 → Jan 27, 2010 · no shared issuer
  • James N. Bailey — CO, 1 issuer, Jan 31, 2012 → Nov 18, 2014 · no shared issuer
  • James Cameron Bailey — Alberta, Canada (as filed: A0), 1 issuer, Oct 28, 2013 → Oct 28, 2013 · no shared issuer
  • James Bailey — TN, 1 issuer, Mar 24, 2014 → Jan 13, 2017 · no shared issuer
  • James Bailey — CT, 1 issuer, Dec 7, 2015 → Dec 7, 2015 · no shared issuer
  • JAMES BAILEY — IL, 1 issuer, Aug 17, 2016 → Aug 11, 2017 · no shared issuer
  • James Albert Bailey — Quebec, Canada (as filed: A8), 1 issuer, Jan 28, 2021 → Sep 13, 2024 · no shared issuer
  • James Hunter Bailey — FL, 1 issuer, Mar 30, 2022 → Mar 30, 2022 · no shared issuer
  • James Hunter Bailey — CA, 1 issuer, May 30, 2017 → May 30, 2017 · no shared issuer
  • James Ray Bailey — TN, 1 issuer, Mar 2, 2023 → Mar 2, 2023 · no shared issuer

People around James 19

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

Management entity

Cambridge Associates Resources, LLC

Executive Officer · 8 shared filings (8 issuers) · also on 6 other issuers

Cambridge Associates Resources, LLC is on 14 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Cambridge Associates, LLC

Executive Officer · 8 shared filings (8 issuers) · also on 13 other issuers

Cambridge Associates, LLC is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

Susan Sieker

Executive Officer, Director · 9 shared filings (8 issuers) · also on 7 other issuers

Susan Sieker is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

David Druley

Executive Officer, Director · 7 shared filings (6 issuers) · also on 15 other issuers

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

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

Philip Walton

Executive Officer, Director · 6 shared filings (5 issuers)

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

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

Sean Hanna

Executive Officer · 5 shared filings (5 issuers)

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

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

Scott Zoltowski

Executive Officer · 5 shared filings (4 issuers)

Listed on the same filings as James Bailey. Their page shows their other deals.

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

Sandra Urie

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as James Bailey. Their page shows their other deals.

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

Scott Berney

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as James Bailey. Their page shows their other deals.

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

Lewis Hunter

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as James Bailey. Their page shows their other deals.

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

Steven Quintero

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as James Bailey. Their page shows their other deals.

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

Noel O'Neill

Executive Officer · 3 shared filings (3 issuers) · also on 4 other issuers

Noel O'Neill is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Steven Nelson

Executive Officer · 2 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as James Bailey. Their page shows their other deals.

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

Xavier Coirbay

Director · 2 shared filings (1 issuer)

Listed on the same filings as James Bailey. Their page shows their other deals.

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

John MacDonald

Director · 2 shared filings (1 issuer)

Listed on the same filings as James Bailey. Their page shows their other deals.

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

Bridget Macaskill

Director · 2 shared filings (1 issuer)

Listed on the same filings as James Bailey. Their page shows their other deals.

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

Francis J. Phillips

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as James Bailey. Their page shows their other deals.

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

Henry Lewis

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as James Bailey. Their page shows their other deals.

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

Jay Lyons

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as James Bailey. Their page shows their other deals.

The team behind the deals

Sponsor group

Ca Resources Fund U S Tax Exempt

22 issuers · 33 filings · $1.53B reported sold · 2013–2026

One team, 22 deal companies. James Bailey is listed on 9 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 James Bailey.

Same business address

20 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)

A person is never an adviser firm. 8 of the 9 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): CA Resources Fund (U.S. Tax-Exempt), L.P. - Series KPS Special Situations Fund V (A), CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Third Rock Ventures V, CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Advent International GPE IX, CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Third Rock Ventures IV, CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Advent International GPE VIII, CA Resources Fund (U.S. Tax-Exempt), L.P. - Series EnerVest XIV, CA Resources Fund (U.S. Tax-Exempt), L.P. - Series X2 Resources, CA Resources Fund (U.S. Taxable), L.P. - Series Resource Capital VI.

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 James Bailey 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 9 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers James Bailey is listed on: none on file. No website or social profile named in CAMBRIDGE ASSOCIATES LLC /MA/ /ADV's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #244,804 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 (Boston, MA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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