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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:32 AM ET

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James Bruno

Named as an officer, director or promoter on SEC Form D filings · NY · Apr 14, 2011 → Feb 10, 2017

95deals (issuers)
$10.98Breported sold
29,691investors
258Form D filings
2011–2017years on file
Follow this personLook further ↓PDF

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

The short version

James Bruno is listed as an executive officer and director on 258 SEC Form D filings by 95 issuers between Apr 2011 and Feb 2017. Largest by amount reported sold: HedgePremier/Millennium International Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2013–2015; $1.42B reported sold to 1,707 investors), HedgePremier/Millennium USA LP (New York, NY — pooled investment fund — 2011–2015; $1.41B reported sold to 2,056 investors), HedgePremier/Millennium USA II LP (New York, NY — pooled investment fund — 2013–2015; $1.16B reported sold to 2,063 investors), HedgePremier/Millennium USA SC LP (New York, NY — pooled investment fund — 2011–2015; $877.7M reported sold to 2,107 investors), HedgePremier/Alkeon Growth Partners Fund LP (New York, NY — pooled investment fund — 2012–2015; $619.6M reported sold to 1,581 investors) and 90 more (all listed below).

What this means That is a lot of deals — 95 separate companies raised money with this person listed as executive officer and director, over about 6 years. Across those companies the filings report $10.98B sold in total.

Listed alongside Colbert Narcisse (214 shared filings), Jeremy Beal (179 shared filings), Morgan Stanley HedgePremier GP Inc. (165 shared filings, management entity), Michael Davies (140 shared filings), Michael Korn (120 shared filings) and 53 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.

The issuers belong to 4 sponsor groups: Morgan Stanley (123 issuers, $14.8B reported sold, 2009–2026), Premier Pharma (3 issuers, $30M reported sold, 2015–2016), Pe Premier (36 issuers, $3.75B reported sold, 2015–2019) and Mssb Tpg Specialty (2 issuers, $91.8M reported sold, 2011).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

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) — 1 court case matching the name, 1 SEC release, 37 bankruptcy cases matching the name listed in Key records below.

What this means 39 records came back, including 1 court case still open — open cases can take years and cost money. 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 the newest 50 of 258 public filings for James Bruno and found 15 differences, 5 worth asking the sponsor about: Investor count went down between filings; Form D filed 417 days after the first sale; 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 Bruno has not run yet — it is joining a line of 35,021 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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

1 case: 1 open

James Bruno v. Goli Nutrition, Inc. open
District Court, C.D. California · No. 2:26-cv-11039 · Filed Sep 24, 2026
Role of James Bruno: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
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, 2:23 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.

2. Regulatory actions

1 SEC release

Anthony J. Bruno and James A. Bruno Administrative proceeding
SEC · Dec 10, 1998 · Parties as named in the release: Anthony J. Bruno and James A. Bruno Read the release ↗
same full name in the release title; 3 people with this name in Form D filings; the person's filing state is not named
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 Bruno..

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

37 cases: 2 open, 35 closed (disposition not in docket feed)

James E Bruno and Sharon C Bruno open
United States Bankruptcy Court, E.D. Pennsylvania · No. 24-10026 · Filed Jan 5, 2024
Role of James E Bruno and Sharon C Bruno: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
James L Bruno closed
United States Bankruptcy Court, S.D. Florida. · No. 23-19388 · Filed Nov 15, 2023 · Closed Jan 25, 2024
Role of James L Bruno: Debtor · Outcome: Case closed 2024-01-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in FL (not a filing state)
JAMES BRUNO and COURTNEY BRUNO closed
United States Bankruptcy Court, D. Arizona · No. 2:17-bk-09978 · Filed Aug 24, 2017 · Closed Dec 13, 2018
Role of JAMES BRUNO and COURTNEY BRUNO: Debtor · Outcome: Case closed 2018-12-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in AR (not a filing state)
James P. Bruno closed
United States Bankruptcy Court, N.D. New York · No. 17-10694 · Filed Apr 13, 2017 · Closed Aug 15, 2017
Role of James P. Bruno: Debtor · Outcome: Case closed 2017-08-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)
James E. Bruno and Sharon C. Bruno closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 12-21440 · Filed Dec 13, 2012 · Closed Mar 5, 2018
Role of James E. Bruno and Sharon C. Bruno: Debtor · Outcome: Case closed 2018-03-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
JAMES A BRUNO and SHELLY D BRUNO- Adversary Proceeding open
United States Bankruptcy Court, D. Arizona · No. 2:10-ap-00102 · Filed Jan 15, 2010
Role of JAMES A BRUNO and SHELLY D BRUNO- Adversary Proceeding: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in AR (not a filing state)
James J. Bruno and Marie L. Bruno closed
United States Bankruptcy Court, S.D. Florida. · No. 09-36208 · Filed Nov 25, 2009 · Closed Jul 29, 2010
Role of James J. Bruno and Marie L. Bruno: Debtor · Outcome: Case closed 2010-07-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in FL (not a filing state)
JAMES A BRUNO and SHELLY D BRUNO - Adversary Proceeding closed
United States Bankruptcy Court, D. Arizona · No. 2:09-ap-01145 · Filed Sep 4, 2009 · Closed Feb 13, 2012 · Nature of suit: 62 Dischargeability - 523(a)(2), false pretenses, false representation, actual fraud; 65 Dischargeability - other
Role of JAMES A BRUNO and SHELLY D BRUNO - Adversary Proceeding: Debtor · Outcome: Case closed 2012-02-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in AR (not a filing state)
James L Bruno closed
United States Bankruptcy Court, E.D. New York · No. 1-09-44715 · Filed Jun 4, 2009 · Closed Jun 3, 2010
Role of James L Bruno: Debtor · Outcome: Case closed 2010-06-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)
JAMES A BRUNO closed
United States Bankruptcy Court, D. Arizona · No. 2:09-bk-06952 · Filed Apr 9, 2009 · Closed May 7, 2012
Role of JAMES A BRUNO: Debtor · Outcome: Case closed 2012-05-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in AR (not a filing state)
James J Bruno closed
United States Bankruptcy Court, C.D. California · No. 2:05-bk-11150 · Filed Jan 20, 2005 · Closed May 20, 2005
Role of James J Bruno: Debtor · Outcome: Case closed 2005-05-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
James O. Bruno and Nancy Bruno closed
United States Bankruptcy Court, N.D. Indiana · No. 04-63597 · Filed Jul 21, 2004 · Closed Oct 26, 2004
Role of James O. Bruno and Nancy Bruno: Debtor · Outcome: Case closed 2004-10-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in IN (not a filing state)
James Bruno closed
United States Bankruptcy Court, S.D. New York · No. 04-12595 · Filed Apr 15, 2004 · Closed May 4, 2007
Role of James Bruno: Debtor · Outcome: Case closed 2007-05-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)
James K. Bruno and Ann S. Bruno closed
United States Bankruptcy Court, S.D. Florida. · No. 03-36534 · Filed Nov 26, 2003 · Closed Mar 10, 2004
Role of James K. Bruno and Ann S. Bruno: Debtor · Outcome: Case closed 2004-03-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in FL (not a filing state)
James J Bruno closed
United States Bankruptcy Court, E.D. Wisconsin · No. 03-24054 · Filed Mar 24, 2003 · Closed Jul 10, 2003
Role of James J Bruno: Debtor · Outcome: Case closed 2003-07-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in WI (not a filing state)
James F. Bruno and Marcella M. Bruno closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 03-10595 · Filed Mar 14, 2003 · Closed Jul 1, 2003
Role of James F. Bruno and Marcella M. Bruno: Debtor · Outcome: Case closed 2003-07-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
James Bruno and Arlene Bruno closed
United States Bankruptcy Court, W.D. New York · No. 1-02-10209 · Filed Jan 11, 2002 · Closed Apr 29, 2002
Role of James Bruno and Arlene Bruno: Debtor · Outcome: Case closed 2002-04-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)
Robin M. Bruno and James J. Bruno closed
United States Bankruptcy Court, M.D. Florida · No. 8:01-bk-19486 · Filed Oct 18, 2001 · Closed Apr 30, 2004
Role of James J. Bruno: Debtor · Outcome: Case closed 2004-04-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in FL (not a filing state)
Marie L. Bruno and James Bruno closed
United States Bankruptcy Court, S.D. Florida. · No. 01-33771 · Filed Jul 18, 2001 · Closed Oct 31, 2001
Role of James Bruno: Debtor · Outcome: Case closed 2001-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in FL (not a filing state)
James Bruno and Kristi Bruno closed
United States Bankruptcy Court, N.D. Texas · No. 01-34544 · Filed Jun 4, 2001 · Closed Nov 27, 2007
Role of James Bruno and Kristi Bruno: Debtor · Outcome: Case closed 2007-11-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in TX (not a filing state)
James Bruno closed
United States Bankruptcy Court, E.D. New York · No. 8-01-82477 · Filed Apr 2, 2001 · Closed Jul 30, 2001
Role of James Bruno: Debtor · Outcome: Case closed 2001-07-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)
JAMES K BRUNO and VICTORIA L BRUNO closed
United States Bankruptcy Court, D. Minnesota · No. 00-43220 · Filed Jul 17, 2000 · Closed Aug 13, 2004
Role of JAMES K BRUNO and VICTORIA L BRUNO: Debtor · Outcome: Case closed 2004-08-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in MN (not a filing state)
James J. Bruno closed
United States Bankruptcy Court, D. New Jersey · No. 00-31944 · Filed Feb 29, 2000 · Closed Jun 28, 2000
Role of James J. Bruno: Debtor · Outcome: Case closed 2000-06-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in NJ (not a filing state)
James J. Bruno closed
United States Bankruptcy Court, M.D. Florida · No. 8:99-bk-14218 · Filed Sep 1, 1999 · Closed Jan 31, 2000
Role of James J. Bruno: Debtor · Outcome: Case closed 2000-01-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in FL (not a filing state)
James C. Bruno and Paulette A. Bruno closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 98-22768 · Filed Jun 4, 1998 · Closed Oct 19, 1998
Role of James C. Bruno and Paulette A. Bruno: Debtor · Outcome: Case closed 1998-10-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
James A. Bruno and Kathleen Bruno closed
United States Bankruptcy Court, D. Vermont · No. 97-11550 · Filed Oct 20, 1997 · Closed Jan 30, 1998
Role of James A. Bruno and Kathleen Bruno: Debtor · Outcome: Case closed 1998-01-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in VT (not a filing state)
James M. Bruno and Marlene Bruno closed
United States Bankruptcy Court, W.D. New York · No. 2-97-22453 · Filed Jun 27, 1997 · Closed Dec 19, 1997
Role of James M. Bruno and Marlene Bruno: Debtor · Outcome: Case closed 1997-12-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)
James Bruno closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 96-26955 · Filed Dec 31, 1996 · Closed Apr 28, 1997
Role of James Bruno: Debtor · Outcome: Case closed 1997-04-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
James Bruno and Shelly Bruno closed
United States Bankruptcy Court, N.D. California · No. 96-13877 · Filed Nov 12, 1996 · Closed Mar 24, 1997
Role of James Bruno and Shelly Bruno: Debtor · Outcome: Case closed 1997-03-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
James Bruno and Shelly Bruno closed
United States Bankruptcy Court, N.D. California · No. 96-12341 · Filed Jul 12, 1996 · Closed Oct 17, 1997
Role of James Bruno and Shelly Bruno: Debtor · Outcome: Case closed 1997-10-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
James M. Bruno and Trina Bruno closed
United States Bankruptcy Court, N.D. New York · No. 96-61555 · Filed Apr 8, 1996 · Closed Sep 25, 2002
Role of James M. Bruno and Trina Bruno: Debtor · Outcome: Case closed 2002-09-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)
James E. Bruno and Sharon C. Bruno closed
United States Bankruptcy Court, W.D. New York · No. 1-94-10209 · Filed Jan 28, 1994 · Closed Jun 20, 1994
Role of James E. Bruno and Sharon C. Bruno: Debtor · Outcome: Case closed 1994-06-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY)
James E. Bruno and Patricia A. Bruno closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 93-22634 · Filed Jul 28, 1993 · Closed Feb 21, 1995
Role of James E. Bruno and Patricia A. Bruno: Debtor · Outcome: Case closed 1995-02-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
James Bruno and Cheryl Bruno closed
United States Bankruptcy Court, D. New Jersey · No. 92-21666 · Filed Mar 2, 1992 · Closed Sep 14, 1994
Role of James Bruno and Cheryl Bruno: Debtor · Outcome: Case closed 1994-09-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in NJ (not a filing state)
James R. Bruno and Kathleen T. Bruno closed
United States Bankruptcy Court, D. New Jersey · No. 90-25978 · Filed Dec 26, 1990 · Closed May 11, 1993
Role of James R. Bruno and Kathleen T. Bruno: Debtor · Outcome: Case closed 1993-05-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in NJ (not a filing state)
James P. Bruno closed
United States Bankruptcy Court, E.D. Virginia · No. 90-12329 · Filed Sep 14, 1990 · Closed Jan 31, 1991
Role of James P. Bruno: Debtor · Outcome: Case closed 1991-01-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in VA (not a filing state)
James R Bruno closed
United States Bankruptcy Court, N.D. Illinois · No. 88-08232 · Filed May 25, 1988 · Closed Jan 12, 1990
Role of James R Bruno: Debtor · Outcome: Case closed 1990-01-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 62 federal dockets); 3 people with this name in Form D filings; court in IL (not a filing state)
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, 2:23 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

15 differences found between the filings for James Bruno — 5 worth asking about (compared the newest 50 of 258 filings on Oct 24, 2026; older filings not covered)

Note · Mar 15, 2012 – Feb 1, 2013

Bankruptcy case: Albert Togut, as Chapter 7 Trustee of Anthracite C v. Morgan Stanley Mortgage Servicing Limited — filed Mar 15, 2012

United States Bankruptcy Court, S.D. New York docket "Albert Togut, as Chapter 7 Trustee of Anthracite C v. Morgan Stanley Mortgage Servicing Limited" filed Mar 15, 2012, closed Feb 1, 2013. Morgan Stanley Strategies II LLC (listed on the same filings) is listed as Party ("Albert Togut, as Chapter 7 Trustee of Anthracite C v. Morgan Stanley Mortgage Servicing Limited"). Our match estimate: 60%.

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

Docket · United States Bankruptcy Court, S.D. New York ↗Morgan Stanley Strategies II LLC — PartnerFacts page ↗
Sources
Note · Feb 10, 2005 – May 23, 2005

Bankruptcy case: Scott Steel — filed Feb 10, 2005

United States Bankruptcy Court, E.D. New York docket "Scott Steel" filed Feb 10, 2005, closed May 23, 2005. Scott Steel (listed on the same filings) is listed as Debtor ("Scott Steel"). Our match estimate: 70%.

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

Docket · United States Bankruptcy Court, E.D. New York ↗Scott Steel — PartnerFacts page ↗
Sources
Worth asking · Apr 7, 2016 – Apr 7, 2017

Investor count went down between filings — HedgePremier/Metacapital Rising Rates Fund LP

The Apr 7, 2016 filing reports 176 investors; the Apr 7, 2017 Form D/A reports 170 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) · Apr 7, 2016 ↗Form D/A (later) · Apr 7, 2017 ↗HedgePremier/Metacapital Rising Rates Fund LP — PartnerFacts page ↗
Sources
Worth asking · Aug 3, 2015 – Aug 3, 2016

Investor count went down between filings — HedgePremier/Ivory Flagship Fund II LP

The Aug 3, 2015 filing reports 391 investors; the Aug 3, 2016 Form D/A reports 367 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) · Aug 3, 2015 ↗Form D/A (later) · Aug 3, 2016 ↗HedgePremier/Ivory Flagship Fund II LP — PartnerFacts page ↗
Sources
Worth asking · Jun 16, 2015 – Aug 3, 2015

Investor count went down between filings — HedgePremier/Starboard Value & Opportunity Fund Ltd.

The Jun 16, 2015 filing reports 245 investors; the Aug 3, 2015 Form D/A reports 151 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) · Jun 16, 2015 ↗Form D/A (later) · Aug 3, 2015 ↗HedgePremier/Starboard Value & Opportunity Fund Ltd. — PartnerFacts page ↗
Sources
Worth asking · Dec 21, 2015 – Feb 10, 2017

Form D filed 417 days after the first sale — PE Premier BCP VII Onshore Feeder Fund, L.P.

The filing says the first sale was Dec 21, 2015. The Form D was filed Feb 10, 2017 — 417 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 402 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Feb 10, 2017 ↗PE Premier BCP VII Onshore Feeder Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jul 1, 2015 – Jul 29, 2015

Form D filed 28 days after the first sale — HedgePremier/Balyasny Fund LP

The filing says the first sale was Jul 1, 2015. The Form D was filed Jul 29, 2015 — 28 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 13 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 · Jul 29, 2015 ↗HedgePremier/Balyasny Fund LP — PartnerFacts page ↗
Sources
Note · Jan 1, 2011 – Feb 10, 2017

8 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 — PE Premier BCP VII Onshore Feeder Fund, L.P. (latest filing Feb 10, 2017) · No amendment in the last 12 months on an offering that may still be open — Premier Private I LP (latest filing Oct 19, 2015) · No amendment in the last 12 months on an offering that may still be open — HedgePremier/Avenue Fund LP (latest filing Aug 3, 2015) · No amendment in the last 12 months on an offering that may still be open — HedgePremier/Avenue Fund Ltd (latest filing Aug 3, 2015) · No amendment in the last 12 months on an offering that may still be open — HedgePremier/Fore Multi-Strategy Fund LP (latest filing Jun 16, 2015) · and 3 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Feb 10, 2017 ↗PE Premier BCP VII Onshore Feeder Fund, L.P. — PartnerFacts page ↗Form D · Oct 19, 2015 ↗Premier Private I LP — PartnerFacts page ↗
Sources
Worth asking · Jun 16, 2015 – Apr 7, 2017

34 people are no longer listed on a later amendment

James Bruno is no longer listed on the Apr 7, 2017 amendment — HedgePremier/MW Eureka (US) Fund II LP · James Bruno is no longer listed on the Apr 7, 2017 amendment — HedgePremier/Metacapital Rising Rates Fund LP · James Bruno is no longer listed on the Mar 10, 2017 amendment — HedgePremier/Sculptor Fund LP · James Bruno is no longer listed on the Mar 10, 2017 amendment — HedgePremier/Balyasny Fund II LP · James Bruno is no longer listed on the Sep 30, 2016 amendment — HedgePremier/GSO Special Situations Fund LP · and 29 more

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

Form D · Apr 15, 2016 ↗Form D/A · Apr 7, 2017 ↗James Bruno — PartnerFacts page ↗HedgePremier/MW Eureka (US) Fund II LP — PartnerFacts page ↗
Sources
Note · Feb 3, 2014 – Aug 12, 2015

9 role changes for the same people across filings

James Bruno's role changed at HedgePremier/Sculptor Fund Ltd: executive officer → director · James Bruno's role changed at HedgePremier/Ivory Flagship Fund II LP: executive officer → director · James Bruno's role changed at HedgePremier/Fore Multi-Strategy Fund LP: executive officer → director · James Bruno's role changed at HedgePremier/Discovery Global Macro Partnership Fund LP: executive officer → director · James Bruno's role changed at HedgePremier/Metacapital Rising Rates Fund LP: executive officer → director · and 4 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D · Dec 17, 2014 ↗Form D/A · Aug 12, 2015 ↗James Bruno — PartnerFacts page ↗HedgePremier/Sculptor Fund Ltd — PartnerFacts page ↗
Sources
Note · Jul 11, 2014 – Aug 3, 2015

Minimum investment changed between filings — HedgePremier/Ivory Flagship Fund II LP

The Jul 11, 2014 filing lists a minimum of $0; the Aug 3, 2015 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jul 11, 2014 ↗Form D/A (later) · Aug 3, 2015 ↗HedgePremier/Ivory Flagship Fund II LP — PartnerFacts page ↗
Sources
Note · Jul 11, 2014 – Aug 3, 2015

Minimum investment changed between filings — HedgePremier/Ivory Flagship Offshore Fund LP

The Jul 11, 2014 filing lists a minimum of $0; the Aug 3, 2015 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jul 11, 2014 ↗Form D/A (later) · Aug 3, 2015 ↗HedgePremier/Ivory Flagship Offshore Fund LP — PartnerFacts page ↗
Sources
Note · Feb 3, 2014 – Oct 14, 2015

James Bruno is written 2 different ways on the filings

listed as "James Bruno" on 85 filings (from Feb 3, 2014), and "James V. Bruno" on 6 filings (from Oct 14, 2015).

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.

Form D/A · Feb 3, 2014 ↗Form D · Oct 14, 2015 ↗James Bruno — PartnerFacts page ↗
Sources
Note · Sep 16, 2026

Same name, different state: "James Bruno" (SC) is a separate record

This page covers filings where the address state is NY. A separate record, "James Bruno" with address state SC, is listed on 1 filing — most recently by Bluetape USA, Inc. (Sep 16, 2026). The two records do not overlap in time: this page runs Apr 14, 2011 to Feb 10, 2017; the other has one filing dated Sep 16, 2026.

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.

James Bruno (SC) — PartnerFacts page ↗Form D · Sep 16, 2026 ↗Bluetape USA, Inc. — PartnerFacts page ↗James Bruno (NY) — this page ↗
Sources
Note · Dec 3, 2019

Same name, different state: "James E. Bruno" (PA) is a separate record

This page covers filings where the address state is NY. A separate record, "James E. Bruno" with address state PA, is listed on 1 filing — most recently by UNITED STATES STEEL CORP (Dec 3, 2019). The two records do not overlap in time: this page runs Apr 14, 2011 to Feb 10, 2017; the other has one filing dated Dec 3, 2019.

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.

James E. Bruno (PA) — PartnerFacts page ↗Form D · Dec 3, 2019 ↗UNITED STATES STEEL CORP — PartnerFacts page ↗James Bruno (NY) — this page ↗
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 258 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

64 of 97 offerings report sales commissions totalling $37,367,767; 1 reports finder's fees totalling $1,500,000; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 10, 2017 D
PE Premier BCP VII Onshore Feeder Fund, L.P.
File 021-280487
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Dec 7, 2016 D
Premier Pharma 1 LP
File 021-275824
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Dec 7, 2016 D
Premier Pharma E LP
File 021-275826
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2016 D
HedgePremier/MW Eureka (US) Fund II LP
File 021-261447
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 15, 2016 D
HedgePremier/MW Eureka (US) Fund II LP
File 021-261456
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 7, 2016 D/A
HedgePremier/Metacapital Rising Rates Fund LP
File 021-215056
$619,093 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Mar 31, 2016 D/A
HedgePremier/Sculptor Fund LP
File 021-237017
$22,300 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Mar 10, 2016 D
HedgePremier/Balyasny Fund II LP
File 021-258975
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Oct 19, 2015 D
Premier Private I LP
File 021-249633
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Oct 14, 2015 D
PE Premiere Oaktree Opportunities X & Xb Onshore Feeder LP
File 021-249333
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Sep 11, 2015 D
HedgePremier/Graticule Asia Macro Fund LP
File 021-247456
$0 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 12, 2015 D/A
HedgePremier/Sculptor Fund Ltd
File 021-230303
$35,250 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Starboard Value & Opportunity Fund LP
File 021-166215
$751,320 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Starboard Value & Opportunity Fund Ltd.
File 021-166249
$334,668 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Double Black Diamond Fund II LP
File 021-166251
$359,558 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Double Black Diamond Fund Ltd.
File 021-166253
$9,250 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Ivory Flagship Fund LP
File 021-135249
$1,289,655 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Avenue Fund LP
File 021-154163
$418,417 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Avenue Fund Ltd
File 021-154159
$65,950 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Graham Absolute Return Fund LP
File 021-154165
$324,722 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Maverick Fund LP
File 021-123817
$77,058 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/BP Total Return Fund LP
File 021-145333
$197,137 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/GSO Special Situations Fund LP
File 021-142555
$196,255 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Double Black Diamond Fund LP
File 021-138645
$900,884 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Maverick Offshore Fund LP
File 021-133397
$23,850 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Ivory Flagship Fund II LP
File 021-143296
$1,021,733 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 3, 2015 D/A
HedgePremier/Ivory Flagship Offshore Fund LP
File 021-135468
$552,514 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 29, 2015 D
HedgePremier/Balyasny Fund LP
File 021-244654
$0 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 6, 2015 D
HedgePremier/Blue Harbour Fund LP
File 021-243057
$0 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/HBK Multi-Strategy Fund LP
File 021-163510
$392,775 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Trian Partners LP
File 021-165635
$257,275 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Two Sigma Constellation U.S. Fund LP
File 021-166239
$165,050 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Millennium USA SC LP
File 021-166264
$4,054,815 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Millennium USA LP
File 021-148386
$2,283,547 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Discovery Partners Fund LP
File 021-150556
$1,414,209 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/PARS Fund LP
File 021-172892
$500,000 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/PARS Offshore Fund Ltd.
File 021-172898
$145,175 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Composition Series LLC
File 021-172905
$915,644 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Highbridge Capital Fund LP
File 021-181140
$0 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Alkeon Growth Partners Fund LP
File 021-183200
$870,839 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Fore Multi-Strategy Fund LP
File 021-202926
$7,000 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Millennium International Ltd.
File 021-202924
$1,539,376 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Millennium USA II LP
File 021-203159
$1,483,455 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Discovery Global Macro Partnership Fund LP
File 021-203506
$384,300 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Discovery Global Macro Offshore Fund Ltd.
File 021-203501
$80,360 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/Pine River Fund LP
File 021-188049
$493,777 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 16, 2015 D/A
HedgePremier/BlueCrest Capital Fund LP
File 021-191342
$585,581 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/York Credit Opportunities Fund LP
File 021-160381
$1,339,819 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/Sculptor DP II Fund LP
File 021-139556
$729,350 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/York Total Return Fund LP
File 021-126025
$321,481 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/Tricadia Credit Strategies Fund, LP
File 021-180881
$1,212,085 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/Sculptor OF II Offshore Fund Ltd.
File 021-205535
$186,231 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/York Total Return Offshore Fund Ltd.
File 021-205541
$72,553 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/Tricadia Credit Strategies Offshore Fund II L.P.
File 021-205542
$553,872 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/Tricadia Credit Strategies Fund II LP
File 021-130375
$1,812,907 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/Sculptor DP II Fund II LP
File 021-207316
$1,400,825 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/Corsair Capital Partners Fund LP
File 021-210049
$468,550 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/Tricadia Credit Strategies Income Fund, LP
File 021-230340
$28,000 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 24, 2015 D/A
HedgePremier/York Global Credit Income Fund LP
File 021-230334
$77,000 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 7, 2015 D
BX Tac Opps II Onshore Feeder Fund LP
File 021-237401
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 14977 ↗EDGAR ↗
Apr 7, 2015 D
BX Tac Opps II Offshore Feeder Fund LP
File 021-237402
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 14977 ↗EDGAR ↗
Nov 21, 2014 D/A
Morgan Stanley HedgePremier/Discovery Partners Offshore Fund Ltd.
File 021-150553
$292,683 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Oct 10, 2014 D
Morgan Stanley Colony Distressed Credit & Special Situations III Offshore Feeder, LP
File 021-226225
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 8, 2014 D
Morgan Stanley Blackstone Energy Partners II Onshore Feeder Fund LP
File 021-222536
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 8, 2014 D
Morgan Stanley Blackstone Energy Partners II Offshore Feeder Fund LP
File 021-222537
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 3, 2014 D
Morgan Stanley Colony Distressed Credit & Special Situations III Feeder, LP
File 021-220332
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 6, 2014 D
Morgan Stanley Apollo Credit Opportunity Fund III Feeder LP
File 021-218688
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Mar 18, 2014 D/A
Morgan Stanley HedgePremier/GoldenTree Select Partners II, L.P.
File 021-175173
$9,500 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Feb 27, 2014 D
Morgan Stanley HealthCare Royalty Partners III Feeder Fund LP
File 021-212667
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jan 15, 2014 D/A
Morgan Stanley HedgePremier/Graham Discretionary 6V Portfolio Offshore Fund Ltd
File 021-154157
$123,049 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Nov 21, 2013 D/A
Morgan Stanley HedgePremier/Global Ascent Offshore Fund Ltd.
File 021-150554
$15,350 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Nov 21, 2013 D/A
Morgan Stanley HedgePremier/Global Ascent Fund LP
File 021-150555
$61,350 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Oct 31, 2013 D
Morgan Stanley HedgePremier/GSO Special Situations Offshore Fund Ltd.
File 021-205536
$12,900 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Oct 21, 2013 D
Morgan Stanley Blackstone Tactical Opportunities Feeder Fund LP
File 021-204932
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 14977 ↗EDGAR ↗
Sep 24, 2013 D
Morgan Stanley KKR Real Estate/Energy OnShore Feeder Fund LP
File 021-203455
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 12, 2013 D/A
Morgan Stanley HedgePremier/Highbridge Long/Short Equity Offshore Fund Ltd.
File 021-140679
$125,050 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 12, 2013 D/A
Morgan Stanley HedgePremier/Highbridge Long/Short Equity Fund LP
File 021-140678
$372,410 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 12, 2013 D/A
Morgan Stanley HedgePremier/Paulson Advantage Plus Offshore Fund Ltd.
File 021-140669
$133,830 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 12, 2013 D/A
Morgan Stanley HedgePremier/Paulson Advantage Plus Fund LP
File 021-135471
$1,651,694 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 12, 2013 D/A
Morgan Stanley HedgePremier/Paulson Advantage Offshore Fund Ltd.
File 021-140677
$77,838 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 12, 2013 D/A
Morgan Stanley HedgePremier/Paulson Advantage Fund LP
File 021-135465
$2,319,748 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Mar 19, 2013 D/A
Morgan Stanley Smith Barney BlackRock NTR Renewable Power Onshore Feeder Fund LP
File 021-175562
$274,000$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Feb 22, 2013 D
Morgan Stanley Smith Barney BlackRock NTR Renewable Power Offshore Feeder Fund LP
File 021-192239
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Dec 3, 2012 D
Morgan Stanley Blackstone Real Estate Debt Strategies II TE Feeder Fund LP
File 021-187775
$0 (est.)$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Nov 16, 2012 D
Morgan Stanley Blackstone Real Estate Debt Strategies II Onshore Feeder Fund LP
File 021-187137
$0 (est.)$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Sep 21, 2012 D/A
Morgan Stanley HedgePremier/Paulson Advantage Fund II LP
File 021-166214
$153,550 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Sep 21, 2012 D/A
Morgan Stanley HedgePremier/Paulson Advantage Plus Fund II LP
File 021-166218
$181,050 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Sep 13, 2012 D
Morgan Stanley Smith Barney Ares Capital Europe II Onshore Feeder Fund LP
File 021-184094
$0 (est.)$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 6, 2012 D/A
Morgan Stanley HedgePremier/Lansdowne European Strategic Equity Fund LP
File 021-159842
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 6, 2012 D/A
Morgan Stanley HedgePremier/Lansdowne European Strategic Equity Offshore Fund Ltd.
File 021-159847
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 1, 2012 D
Morgan Stanley Smith Barney Providence Equity Partners VII Onshore Feeder Fund LP
File 021-179125
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 16, 2012 D/A
Morgan Stanley HedgePremier/Ascend Partners Fund LP
File 021-158421
$76,400 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 16, 2012 D/A
Morgan Stanley HedgePremier/Ascend Partners Offshore Fund Ltd.
File 021-158427
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Mar 26, 2012 D
Morgan Stanley Smith Barney BlackRock NTR Renewable Power Offshore Feeder Fund LP
File 021-175561
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Mar 20, 2012 D/A
Morgan Stanley Smith Barney Blackstone Energy Partners Onshore Feeder L.P.
File 021-174876
$511,900 (est.)$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Aug 25, 2011 D
MSSB TPG Specialty Lending Offshore Feeder Fund Ltd.
File 021-164929
$0$0$0None listed on this filingEDGAR ↗
Aug 2, 2011 D
MSSB TPG Specialty Lending Onshore Feeder Fund
File 021-163850
$0$1,500,000 (est.)$0Morgan Stanley Smith Barney BrokerCheck 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 95

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

PP
Pooled Investment Fund · group: Morgan Stanley

PE Premier BCP VII Onshore Feeder Fund, L.P.

New York, NY · Feb 10, 2017
  • Feb 10, 2017 · D · $25,400,000 sold of Indefinite · 524 investors · min. $250,000 · role: Director ("Director of Morgan Stanley Strategies LLC (the ""General Partner"")") EDGAR ↗

Raised $25.4M from 524 investors as of the latest filing. James 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. "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.

PP
Pooled Investment Fund · group: Premier Pharma

Premier Pharma E LP

New York, NY · Dec 7, 2016
  • Dec 7, 2016 · D · $0 sold of Indefinite · 0 investors · min. $50,000 · role: Director (Director of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. James 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. "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.

PP
Pooled Investment Fund · group: Premier Pharma

Premier Pharma 1 LP

New York, NY · Dec 7, 2016
  • Dec 7, 2016 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director (Director of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. James 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. "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.

HM
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/MW Eureka (US) Fund II LP

New York, NY · Apr 15, 2016 → Apr 15, 2016 · 2 filings
  • Apr 15, 2016 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Apr 15, 2016 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗

Raised $32.3M from 127 investors as of the latest filing. James 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. "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.

HM
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Metacapital Rising Rates Fund LP

New York, NY · Apr 7, 2014 → Apr 7, 2016 · 3 filings
  • Apr 7, 2016 · D/A · $57,683,000 sold of Indefinite · 176 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Apr 7, 2015 · D/A · $53,808,000 sold of Indefinite · 150 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Apr 7, 2014 · D · $5,750,000 sold of Indefinite · 14 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $63.1M from 181 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HS
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Sculptor Fund LP

New York, NY · Mar 31, 2015 → Mar 31, 2016 · 2 filings
  • Mar 31, 2016 · D/A · $8,105,000 sold of Indefinite · 24 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Mar 31, 2015 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗

Raised $10.8M from 31 investors as of the latest filing. James 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. "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.

HB
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Balyasny Fund II LP

New York, NY · Mar 10, 2016
  • Mar 10, 2016 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗

Raised $131.7M from 626 investors as of the latest filing. James 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. "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.

PP
Pooled Investment Fund · group: Premier Pharma

Premier Private I LP

New York, NY · Oct 19, 2015
  • Oct 19, 2015 · D · $30,000,000 sold of Indefinite · 29 investors · min. $250,000 · role: Director (Director of the General Partner) EDGAR ↗

Raised $30M from 29 investors as of the latest filing. James 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. "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.

PP
Pooled Investment Fund

PE Premiere Oaktree Opportunities X & Xb Onshore Feeder LP

New York, NY · Oct 14, 2015
  • Oct 14, 2015 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Director (Director of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. James 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. "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.

HG
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Graticule Asia Macro Fund LP

New York, NY · Sep 11, 2015
  • Sep 11, 2015 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗

Raised $450K from 3 investors as of the latest filing. James 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. "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.

HS
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Sculptor Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Dec 17, 2014 → Aug 12, 2015 · 3 filings
  • Aug 12, 2015 · D/A · $4,835,000 sold of Indefinite · 30 investors · min. $100,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Dec 17, 2014 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Dec 17, 2014 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (Director of the Issuer) EDGAR ↗

Raised $19.4M from 96 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HS
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Starboard Value & Opportunity Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Sep 22, 2011 → Aug 3, 2015 · 6 filings
  • Aug 3, 2015 · D/A · $58,431,783 sold of Indefinite · 151 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Jun 16, 2015 · D/A · $58,431,783 sold of Indefinite · 245 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Nov 21, 2014 · D/A · $51,948,622 sold of Indefinite · 163 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Nov 20, 2013 · D/A · $49,513,622 sold of Indefinite · 148 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 21, 2012 · D/A · $41,854,000 sold of Indefinite · 165 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 22, 2011 · D · $12,265,200 sold of Indefinite · 25 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $130.2M from 431 investors as of the latest filing. James is listed as director, executive officer on 6 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. "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.

HS
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Starboard Value & Opportunity Fund LP

New York, NY · Sep 22, 2011 → Aug 3, 2015 · 5 filings
  • Aug 3, 2015 · D/A · $169,625,155 sold of Indefinite · 607 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 20, 2014 · D/A · $156,365,155 sold of Indefinite · 572 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 20, 2013 · D/A · $145,980,155 sold of Indefinite · 535 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 21, 2012 · D/A · $132,525,242 sold of Indefinite · 537 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 22, 2011 · D · $24,967,500 sold of Indefinite · 121 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $430.9M from 1,419 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HM
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Maverick Offshore Fund LP

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jul 9, 2012 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $6,320,000 sold of Indefinite · 28 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Nov 19, 2014 · D/A · $6,320,000 sold of Indefinite · 28 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Nov 19, 2013 · D/A · $17,816,330 sold of Indefinite · 82 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 9, 2012 · D/A · $2,920,000 sold of Indefinite · 27 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $17.8M from 82 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HM
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Maverick Fund LP

New York, NY · Mar 16, 2012 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $17,816,330 sold of Indefinite · 82 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Mar 18, 2015 · D/A · $17,816,330 sold of Indefinite · 82 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Mar 18, 2014 · D/A · $35,632,660 sold of Indefinite · 82 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 16, 2012 · D/A · $21,043,330 sold of Indefinite · 113 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $35.6M from 113 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HI
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Ivory Flagship Fund LP

New York, NY · Dec 21, 2011 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $182,459,939 sold of Indefinite · 687 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Dec 9, 2014 · D/A · $175,629,939 sold of Indefinite · 662 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Dec 9, 2013 · D/A · $152,671,996 sold of Indefinite · 579 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Dec 21, 2011 · D/A · $19,581,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $194.4M from 753 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HI
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Ivory Flagship Offshore Fund LP

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jul 10, 2012 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $82,440,098 sold of Indefinite · 428 investors · min. $100,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Jul 11, 2014 · D/A · $71,152,098 sold of Indefinite · 366 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 12, 2013 · D/A · $56,493,165 sold of Indefinite · 314 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 10, 2012 · D/A · $57,053,719 sold of Indefinite · 314 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $86.8M from 465 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HI
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Ivory Flagship Fund II LP

New York, NY · Jul 10, 2012 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $70,161,537 sold of Indefinite · 391 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Jul 11, 2014 · D/A · $67,707,223 sold of Indefinite · 383 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 12, 2013 · D/A · $66,861,464 sold of Indefinite · 365 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 10, 2012 · D/A · $65,186,464 sold of Indefinite · 366 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $72.7M from 406 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HG
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Graham Absolute Return Fund LP

New York, NY · Jan 31, 2012 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $29,535,500 sold of Indefinite · 103 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Jan 14, 2015 · D/A · $22,111,166 sold of Indefinite · 96 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Jan 15, 2014 · D/A · $22,111,166 sold of Indefinite · 96 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 31, 2012 · D/A · $13,789,166 sold of Indefinite · 54 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $155.1M from 634 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HD
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Double Black Diamond Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Sep 22, 2011 → Aug 3, 2015 · 5 filings
  • Aug 3, 2015 · D/A · $10,099,286 sold of Indefinite · 26 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Nov 17, 2014 · D/A · $9,999,286 sold of Indefinite · 25 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Nov 15, 2013 · D/A · $9,349,286 sold of Indefinite · 23 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 21, 2012 · D/A · $3,850,000 sold of Indefinite · 15 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 22, 2011 · D · $4,315,000 sold of Indefinite · 10 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $10.1M from 30 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HD
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Double Black Diamond Fund LP

New York, NY · Jul 9, 2012 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $108,186,290 sold of Indefinite · 525 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 19, 2014 · D/A · $105,586,290 sold of Indefinite · 520 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 19, 2013 · D/A · $103,641,290 sold of Indefinite · 513 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 9, 2012 · D/A · $100,716,812 sold of Indefinite · 381 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $109.7M from 612 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HD
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Double Black Diamond Fund II LP

New York, NY · Sep 22, 2011 → Aug 3, 2015 · 5 filings
  • Aug 3, 2015 · D/A · $50,149,455 sold of Indefinite · 228 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 17, 2014 · D/A · $45,739,649 sold of Indefinite · 211 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 15, 2013 · D/A · $42,648,116 sold of Indefinite · 198 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 21, 2012 · D/A · $33,945,000 sold of Indefinite · 174 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 22, 2011 · D · $17,645,500 sold of Indefinite · 113 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $53M from 270 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HG
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/GSO Special Situations Fund LP

New York, NY · Jul 9, 2012 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $34,061,060 sold of Indefinite · 106 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 20, 2014 · D/A · $33,106,060 sold of Indefinite · 101 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 20, 2013 · D/A · $26,369,060 sold of Indefinite · 84 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 9, 2012 · D/A · $22,151,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $34.1M from 115 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HB
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/BP Total Return Fund LP

New York, NY · Jul 9, 2012 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $27,003,890 sold of Indefinite · 91 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 20, 2014 · D/A · $26,728,890 sold of Indefinite · 89 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 20, 2013 · D/A · $25,727,900 sold of Indefinite · 84 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 9, 2012 · D/A · $22,294,900 sold of Indefinite · 82 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $29.8M from 109 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HA
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Avenue Fund Ltd

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jan 31, 2012 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $5,697,500 sold of Indefinite · 22 investors · min. $100,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Jan 14, 2015 · D/A · $5,697,500 sold of Indefinite · 22 investors · min. $100,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Jan 15, 2014 · D/A · $5,097,500 sold of Indefinite · 21 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 31, 2012 · D/A · $4,447,500 sold of Indefinite · 20 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $5.7M from 23 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HA
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Avenue Fund LP

New York, NY · Jan 31, 2012 → Aug 3, 2015 · 4 filings
  • Aug 3, 2015 · D/A · $52,300,023 sold of Indefinite · 252 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Jan 14, 2015 · D/A · $52,300,023 sold of Indefinite · 252 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Jan 15, 2014 · D/A · $46,328,792 sold of Indefinite · 247 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 31, 2012 · D/A · $39,798,392 sold of Indefinite · 206 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $52.3M from 264 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HB
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Balyasny Fund LP

New York, NY · Jul 29, 2015
  • Jul 29, 2015 · D · $8,594,500 sold of Indefinite · 39 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗

Raised $141.2M from 669 investors as of the latest filing. James 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. "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.

HB
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Blue Harbour Fund LP

New York, NY · Jul 6, 2015
  • Jul 6, 2015 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗

Raised $1.41M from 11 investors as of the latest filing. James 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. "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.

HT
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Two Sigma Constellation U.S. Fund LP

New York, NY · Sep 22, 2011 → Jun 16, 2015 · 5 filings
  • Jun 16, 2015 · D/A · $15,455,000 sold of Indefinite · 51 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 21, 2014 · D/A · $15,455,000 sold of Indefinite · 51 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 20, 2013 · D/A · $14,360,000 sold of Indefinite · 51 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 21, 2012 · D/A · $15,405,000 sold of Indefinite · 55 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 22, 2011 · D · $3,700,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $15.5M from 55 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HT
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Trian Partners LP

New York, NY · Sep 12, 2011 → Jun 16, 2015 · 5 filings
  • Jun 16, 2015 · D/A · $34,933,000 sold of Indefinite · 127 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 21, 2014 · D/A · $25,158,000 sold of Indefinite · 93 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 20, 2013 · D/A · $10,733,000 sold of Indefinite · 40 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 14, 2012 · D/A · $2,950,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 12, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $41.3M from 199 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HP
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Pine River Fund LP

New York, NY · Dec 9, 2013 → Jun 16, 2015 · 3 filings
  • Jun 16, 2015 · D/A · $73,810,545 sold of Indefinite · 281 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Dec 9, 2014 · D/A · $73,560,545 sold of Indefinite · 280 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Dec 9, 2013 · D/A · $51,688,667 sold of Indefinite · 200 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $78.5M from 300 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HP
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/PARS Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Feb 3, 2012 → Jun 16, 2015 · 4 filings
  • Jun 16, 2015 · D/A · $25,414,779 sold of Indefinite · 103 investors · min. $100,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Feb 3, 2015 · D/A · $25,414,779 sold of Indefinite · 103 investors · min. $100,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Feb 3, 2014 · D/A · $23,275,780 sold of Indefinite · 92 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 3, 2012 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $25.4M from 103 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HP
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/PARS Fund LP

New York, NY · Feb 3, 2012 → Jun 16, 2015 · 4 filings
  • Jun 16, 2015 · D/A · $66,461,992 sold of Indefinite · 180 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Feb 3, 2015 · D/A · $64,961,992 sold of Indefinite · 177 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Feb 3, 2014 · D/A · $61,301,993 sold of Indefinite · 172 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 3, 2012 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $67.4M from 186 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HH
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/HBK Multi-Strategy Fund LP

New York, NY · Jul 27, 2011 → Jun 16, 2015 · 6 filings
  • Jun 16, 2015 · D/A · $50,654,720 sold of Indefinite · 196 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Mar 18, 2015 · D/A · $50,554,720 sold of Indefinite · 195 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Mar 28, 2014 · D/A · $47,467,720 sold of Indefinite · 183 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Nov 15, 2013 · D/A · $43,227,720 sold of Indefinite · 173 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 26, 2012 · D/A · $31,773,000 sold of Indefinite · 134 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 27, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $55.6M from 233 investors as of the latest filing. James is listed as director, executive officer on 6 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. "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.

HM
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Millennium USA LP

New York, NY · Sep 22, 2011 → Jun 16, 2015 · 5 filings
  • Jun 16, 2015 · D/A · $292,964,955 sold of Indefinite · 589 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 19, 2014 · D/A · $257,664,955 sold of Indefinite · 507 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 19, 2013 · D/A · $253,674,955 sold of Indefinite · 510 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 21, 2012 · D/A · $232,928,333 sold of Indefinite · 773 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 22, 2011 · D/A · $196,519,333 sold of Indefinite · 495 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.41B from 2,056 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HM
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Millennium USA II LP

New York, NY · Sep 19, 2013 → Jun 16, 2015 · 3 filings
  • Jun 16, 2015 · D/A · $214,879,752 sold of Indefinite · 525 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Sep 19, 2014 · D/A · $207,854,752 sold of Indefinite · 521 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 19, 2013 · D · $204,374,752 sold of Indefinite · 514 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $1.16B from 2,063 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HM
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Millennium USA SC LP

New York, NY · Sep 22, 2011 → Jun 16, 2015 · 5 filings
  • Jun 16, 2015 · D/A · $583,153,734 sold of Indefinite · 1,342 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 19, 2014 · D/A · $548,823,029 sold of Indefinite · 1,308 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 19, 2013 · D/A · $465,732,029 sold of Indefinite · 1,147 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 21, 2012 · D/A · $194,549,542 sold of Indefinite · 554 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 22, 2011 · D · $191,124,542 sold of Indefinite · 497 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $877.7M from 2,107 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HM
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Millennium International Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Sep 16, 2013 → Jun 16, 2015 · 3 filings
  • Jun 16, 2015 · D/A · $257,609,655 sold of Indefinite · 598 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Sep 16, 2014 · D/A · $243,195,255 sold of Indefinite · 582 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 16, 2013 · D · $160,082,841 sold of Indefinite · 421 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $1.42B from 1,707 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HH
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Highbridge Capital Fund LP

New York, NY · Jul 12, 2012 → Jun 16, 2015 · 4 filings
  • Jun 16, 2015 · D/A · $150,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 17, 2014 · D/A · $150,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 15, 2013 · D/A · $150,000 sold of Indefinite · 2 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 12, 2012 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $150K from 2 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HF
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Fore Multi-Strategy Fund LP

New York, NY · Sep 16, 2013 → Jun 16, 2015 · 3 filings
  • Jun 16, 2015 · D/A · $1,075,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Sep 16, 2014 · D/A · $1,075,000 sold of Indefinite · 10 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 16, 2013 · D · $675,000 sold of Indefinite · 6 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $1.07M from 10 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HD
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Discovery Partners Fund LP

New York, NY · Nov 22, 2011 → Jun 16, 2015 · 4 filings
  • Jun 16, 2015 · D/A · $209,660,660 sold of Indefinite · 670 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 21, 2014 · D/A · $204,622,420 sold of Indefinite · 656 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 21, 2013 · D/A · $171,689,916 sold of Indefinite · 586 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Nov 22, 2011 · D/A · $57,761,893 sold of Indefinite · 255 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $218.7M from 762 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HD
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Discovery Global Macro Partnership Fund LP

New York, NY · Sep 25, 2013 → Jun 16, 2015 · 3 filings
  • Jun 16, 2015 · D/A · $58,181,000 sold of Indefinite · 190 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Sep 25, 2014 · D/A · $53,876,000 sold of Indefinite · 172 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 25, 2013 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $63.2M from 208 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HC
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Composition Series LLC

New York, NY · Feb 3, 2012 → Jun 16, 2015 · 5 filings
  • Jun 16, 2015 · D/A · $144,849,970 sold of Indefinite · 354 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Jun 16, 2015 · D/A · $144,849,970 sold of Indefinite · 354 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Feb 3, 2015 · D/A · $107,637,970 sold of Indefinite · 247 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Feb 3, 2014 · D/A · $99,191,000 sold of Indefinite · 261 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 3, 2012 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $158.7M from 415 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HB
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/BlueCrest Capital Fund LP

New York, NY · Feb 3, 2014 → Jun 16, 2015 · 4 filings
  • Jun 16, 2015 · D/A · $89,127,724 sold of Indefinite · 336 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Jun 16, 2015 · D/A · $89,127,724 sold of Indefinite · 336 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Feb 3, 2015 · D/A · $88,127,724 sold of Indefinite · 332 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Feb 3, 2014 · D/A · $85,447,724 sold of Indefinite · 321 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $89.1M from 336 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HA
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Alkeon Growth Partners Fund LP

New York, NY · Aug 24, 2012 → Jun 16, 2015 · 5 filings
  • Jun 16, 2015 · D/A · $122,083,651 sold of Indefinite · 307 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Jun 16, 2015 · D/A · $122,083,651 sold of Indefinite · 307 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 17, 2014 · D/A · $115,383,653 sold of Indefinite · 290 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 15, 2013 · D/A · $63,671,790 sold of Indefinite · 170 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Aug 24, 2012 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $619.6M from 1,581 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HD
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Discovery Global Macro Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Sep 25, 2013 → Jun 16, 2015 · 3 filings
  • Jun 16, 2015 · D/A · $14,106,309 sold of Indefinite · 77 investors · min. $100,000 · role: Director (Director of the Issuer) EDGAR ↗
  • Sep 25, 2014 · D/A · $10,547,309 sold of Indefinite · 60 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 25, 2013 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $15.5M from 80 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HY
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/York Total Return Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Oct 31, 2013 → Apr 24, 2015 · 3 filings
  • Apr 24, 2015 · D/A · $26,670,786 sold of Indefinite · 88 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Oct 30, 2014 · D/A · $11,330,526 sold of Indefinite · 80 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Oct 31, 2013 · D · $19,270,786 sold of Indefinite · 62 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $27.3M from 128 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HY
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/York Total Return Fund LP

New York, NY · Mar 16, 2012 → Apr 24, 2015 · 4 filings
  • Apr 24, 2015 · D/A · $43,826,834 sold of Indefinite · 192 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Mar 18, 2015 · D/A · $43,626,834 sold of Indefinite · 191 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Mar 18, 2014 · D/A · $40,151,835 sold of Indefinite · 177 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 16, 2012 · D/A · $46,768,121 sold of Indefinite · 237 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $46.8M from 237 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HY
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/York Global Credit Income Fund LP

New York, NY · Dec 17, 2014 → Apr 24, 2015 · 2 filings
  • Apr 24, 2015 · D/A · $8,957,050 sold of Indefinite · 40 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Dec 17, 2014 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗

Raised $20.3M from 78 investors as of the latest filing. James 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. "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.

HY
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/York Credit Opportunities Fund LP

New York, NY · May 26, 2011 → Apr 24, 2015 · 4 filings
  • Apr 24, 2015 · D/A · $216,638,033 sold of Indefinite · 759 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Jun 6, 2014 · D/A · $171,218,033 sold of Indefinite · 613 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 6, 2012 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 26, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $245.1M from 948 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HT
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Tricadia Credit Strategies Offshore Fund II L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Oct 31, 2013 → Apr 24, 2015 · 3 filings
  • Apr 24, 2015 · D/A · $76,108,709 sold of Indefinite · 388 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Oct 30, 2014 · D/A · $68,311,909 sold of Indefinite · 346 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Oct 31, 2013 · D · $56,707,135 sold of Indefinite · 292 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $82.7M from 447 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HT
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Tricadia Credit Strategies Income Fund, LP

New York, NY · Dec 17, 2014 → Apr 24, 2015 · 2 filings
  • Apr 24, 2015 · D/A · $2,100,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Dec 17, 2014 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗

Raised $5.17M from 18 investors as of the latest filing. James 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. "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.

HT
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Tricadia Credit Strategies Fund, LP

New York, NY · Jul 9, 2012 → Apr 24, 2015 · 6 filings
  • Apr 24, 2015 · D/A · $47,779,527 sold of Indefinite · 223 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 14, 2014 · D/A · $47,971,592 sold of Indefinite · 223 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 14, 2013 · D/A · $46,154,527 sold of Indefinite · 223 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Nov 14, 2013 · D/A · $46,154,527 sold of Indefinite · 223 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 11, 2012 · D/A · $44,204,527 sold of Indefinite · 247 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 9, 2012 · D · $44,204,527 sold of Indefinite · 247 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $48.3M from 258 investors as of the latest filing. James is listed as director, executive officer on 6 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. "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.

HT
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Tricadia Credit Strategies Fund II LP

New York, NY · Nov 14, 2013 → Apr 24, 2015 · 3 filings
  • Apr 24, 2015 · D/A · $189,849,772 sold of Indefinite · 695 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 14, 2014 · D/A · $183,860,458 sold of Indefinite · 670 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Nov 14, 2013 · D/A · $157,238,180 sold of Indefinite · 581 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $258M from 821 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HC
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Corsair Capital Partners Fund LP

New York, NY · Jan 14, 2014 → Apr 24, 2015 · 3 filings
  • Apr 24, 2015 · D/A · $50,875,000 sold of Indefinite · 175 investors · min. $100,000 · role: Director (Director of Issuer's General Partner) EDGAR ↗
  • Jan 14, 2015 · D/A · $43,420,000 sold of Indefinite · 150 investors · min. $100,000 · role: Director (Director of Issuer's General Partner) EDGAR ↗
  • Jan 14, 2014 · D · $3,900,000 sold of Indefinite · 14 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $59.6M from 228 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HS
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Sculptor DP II Fund II LP

New York, NY · Dec 3, 2013 → Apr 24, 2015 · 3 filings
  • Apr 24, 2015 · D/A · $133,666,863 sold of Indefinite · 486 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Dec 3, 2014 · D/A · $130,436,963 sold of Indefinite · 479 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Dec 3, 2013 · D · $92,442,724 sold of Indefinite · 358 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $164.1M from 625 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HS
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Sculptor DP II Fund LP

New York, NY · Dec 21, 2011 → Apr 24, 2015 · 4 filings
  • Apr 24, 2015 · D/A · $146,109,657 sold of Indefinite · 615 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Dec 9, 2014 · D/A · $141,871,657 sold of Indefinite · 606 investors · min. $100,000 · role: Director (Director of the Issuer's General Partner) EDGAR ↗
  • Dec 9, 2013 · D/A · $91,808,217 sold of Indefinite · 375 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Dec 21, 2011 · D/A · $102,157,750 sold of Indefinite · 543 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $183.9M from 768 investors as of the latest filing. James is listed as director, executive officer 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. "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.

HS
Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Sculptor OF II Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 31, 2013 → Apr 24, 2015 · 3 filings
  • Apr 24, 2015 · D/A · $58,771,137 sold of Indefinite · 188 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Oct 30, 2014 · D/A · $36,720,317 sold of Indefinite · 165 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Oct 31, 2013 · D · $35,922,137 sold of Indefinite · 346 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $86.8M from 346 investors as of the latest filing. James is listed as director, executive officer 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. "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.

BT
Pooled Investment Fund · group: Pe Premier

BX Tac Opps II Onshore Feeder Fund LP

New York, NY · Apr 7, 2015
  • Apr 7, 2015 · D · $570,000,000 sold of Indefinite · 1,312 investors · min. $250,000 · role: Director (Director of the Administrator) EDGAR ↗

Raised $570M from 1,312 investors as of the latest filing. James 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. "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.

BT
Pooled Investment Fund · group: Pe Premier

BX Tac Opps II Offshore Feeder Fund LP

New York, NY · Apr 7, 2015
  • Apr 7, 2015 · D · $67,000,000 sold of Indefinite · 116 investors · min. $250,000 · role: Director (Director of the Administrator) EDGAR ↗

Raised $67M from 116 investors as of the latest filing. James 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. "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.

MS
Pooled Investment Fund

Morgan Stanley HedgePremier/Discovery Partners Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Nov 22, 2011 → Nov 21, 2014 · 3 filings
  • Nov 21, 2014 · D/A · $57,318,583 sold of Indefinite · 242 investors · min. $100,000 · role: Director (Director of Issuer) EDGAR ↗
  • Nov 21, 2013 · D/A · $49,312,794 sold of Indefinite · 213 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 22, 2011 · D/A · $17,045,500 sold of Indefinite · 81 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $57.3M from 242 investors as of the latest filing. James is listed as director, executive officer 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. "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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Colony Distressed Credit & Special Situations III Offshore Feeder, LP

New York, NY · Oct 10, 2014
  • Oct 10, 2014 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Director (Director of Morgan Stanley GWM Feeder Strategies LLC (the ?General Partner?)) EDGAR ↗

No sales reported yet as of the latest filing. James 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. "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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Blackstone Energy Partners II Offshore Feeder Fund LP

New York, NY · Aug 8, 2014
  • Aug 8, 2014 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Director ("Director of Morgan Stanley GWM Feeder Strategies LLC (the ""General Partner"")") EDGAR ↗

No sales reported yet as of the latest filing. James 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. "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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Blackstone Energy Partners II Onshore Feeder Fund LP

New York, NY · Aug 8, 2014
  • Aug 8, 2014 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Director (Director of Morgan Stanley GWM Feeder Strategies LLC (the ?General Partner?)) EDGAR ↗

No sales reported yet as of the latest filing. James 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. "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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Colony Distressed Credit & Special Situations III Feeder, LP

New York, NY · Jul 3, 2014
  • Jul 3, 2014 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Director (Director of Morgan Stanley GWM Feeder Strategies LLC (the ?General Partner?)) EDGAR ↗

No sales reported yet as of the latest filing. James 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. "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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Apollo Credit Opportunity Fund III Feeder LP

New York, NY · Jun 6, 2014
  • Jun 6, 2014 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Director (Director of Morgan Stanley GWM Feeder Strategies LLC (the ?General Partner?)) EDGAR ↗

No sales reported yet as of the latest filing. James 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. "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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley HedgePremier/GoldenTree Select Partners II, L.P.

New York, NY · Mar 19, 2012 → Mar 18, 2014 · 2 filings
  • Mar 18, 2014 · D/A · $4,025,000 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 19, 2012 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $4.03M from 12 investors as of the latest filing. James is listed as executive officer 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. "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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley HealthCare Royalty Partners III Feeder Fund LP

New York, NY · Feb 27, 2014
  • Feb 27, 2014 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Director (Director of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. James 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. "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.

MS
Pooled Investment Fund

Morgan Stanley HedgePremier/Graham Discretionary 6V Portfolio Offshore Fund Ltd

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jan 31, 2012 → Jan 15, 2014 · 2 filings
  • Jan 15, 2014 · D/A · $16,062,240 sold of Indefinite · 64 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 31, 2012 · D/A · $9,219,286 sold of Indefinite · 43 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $16.1M from 68 investors as of the latest filing. James is listed as director, executive officer 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. "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.

MS
Pooled Investment Fund

Morgan Stanley HedgePremier/Global Ascent Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Nov 22, 2011 → Nov 21, 2013 · 2 filings
  • Nov 21, 2013 · D/A · $1,405,000 sold of Indefinite · 7 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 22, 2011 · D/A · $1,555,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.55M from 7 investors as of the latest filing. James is listed as director, executive officer 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. "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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley HedgePremier/Global Ascent Fund LP

New York, NY · Nov 22, 2011 → Nov 21, 2013 · 2 filings
  • Nov 21, 2013 · D/A · $7,812,845 sold of Indefinite · 46 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Nov 22, 2011 · D/A · $6,537,500 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $7.81M from 46 investors as of the latest filing. James is listed as executive officer 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. "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.

MS
Pooled Investment Fund

Morgan Stanley HedgePremier/GSO Special Situations Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Oct 31, 2013
  • Oct 31, 2013 · D · $5,633,443 sold of Indefinite · 28 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $5.63M from 28 investors as of the latest filing. James is listed as executive officer.

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. "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.

MS
Pooled Investment Fund

Morgan Stanley Blackstone Tactical Opportunities Feeder Fund LP

New York, NY · Oct 21, 2013
  • Oct 21, 2013 · D · $227,425,000 sold of Indefinite · 417 investors · min. $500,000 · role: Director ("Director of Morgan Stanley GWM Feeder Strategies LLC (the ""General Partner"")") EDGAR ↗

Raised $227.4M from 417 investors as of the latest filing. James 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. "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.

MS
Pooled Investment Fund

Morgan Stanley KKR Real Estate/Energy OnShore Feeder Fund LP

New York, NY · Sep 24, 2013
  • Sep 24, 2013 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director (Director of Morgan Stanley GWM Feeder Strategies LLC (the ?General Partner?)) EDGAR ↗

No sales reported yet as of the latest filing. James 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. "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.

MS
Pooled Investment Fund

Morgan Stanley HedgePremier/Paulson Advantage Plus Fund LP

New York, NY · Jul 11, 2012 → Jul 12, 2013 · 2 filings
  • Jul 12, 2013 · D/A · $150,267,000 sold of Indefinite · 606 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 11, 2012 · D/A · $151,102,000 sold of Indefinite · 617 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $151.1M from 617 investors as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund

Morgan Stanley HedgePremier/Paulson Advantage Offshore Fund Ltd.

New York, NY · Jul 11, 2012 → Jul 12, 2013 · 2 filings
  • Jul 12, 2013 · D/A · $21,087,452 sold of Indefinite · 67 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 11, 2012 · D/A · $21,665,559 sold of Indefinite · 68 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $21.7M from 68 investors as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley HedgePremier/Paulson Advantage Plus Offshore Fund Ltd.

New York, NY · Jul 10, 2012 → Jul 12, 2013 · 2 filings
  • Jul 12, 2013 · D/A · $20,359,503 sold of Indefinite · 51 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 10, 2012 · D/A · $20,789,501 sold of Indefinite · 56 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $20.8M from 56 investors as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund

Morgan Stanley HedgePremier/Paulson Advantage Fund LP

New York, NY · Jul 11, 2012 → Jul 12, 2013 · 2 filings
  • Jul 12, 2013 · D/A · $149,439,977 sold of Indefinite · 528 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 11, 2012 · D/A · $150,039,245 sold of Indefinite · 589 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $150M from 589 investors as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley HedgePremier/Highbridge Long/Short Equity Offshore Fund Ltd.

New York, NY · Jul 9, 2012 → Jul 12, 2013 · 2 filings
  • Jul 12, 2013 · D/A · $19,430,769 sold of Indefinite · 105 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 9, 2012 · D/A · $18,159,000 sold of Indefinite · 106 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $19.4M from 106 investors as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley HedgePremier/Highbridge Long/Short Equity Fund LP

New York, NY · Jul 9, 2012 → Jul 12, 2013 · 2 filings
  • Jul 12, 2013 · D/A · $45,674,000 sold of Indefinite · 201 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 9, 2012 · D/A · $45,174,000 sold of Indefinite · 220 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $45.7M from 220 investors as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Smith Barney BlackRock NTR Renewable Power Onshore Feeder Fund LP

New York, NY · Mar 26, 2012 → Mar 19, 2013 · 2 filings
  • Mar 19, 2013 · D/A · $21,875,000 sold of Indefinite · 40 investors · min. $500,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Mar 26, 2012 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director (Director of the General Partner) EDGAR ↗

Raised $21.9M from 40 investors as of the latest filing. James 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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Smith Barney BlackRock NTR Renewable Power Offshore Feeder Fund LP

New York, NY · Mar 26, 2012 → Feb 22, 2013 · 2 filings
  • Feb 22, 2013 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director ("Director of Morgan Stanley GWM Feeder Strategies LLC (the ""General Partner"")") EDGAR ↗
  • Mar 26, 2012 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director (Director of the General Partner) EDGAR ↗

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

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Blackstone Real Estate Debt Strategies II TE Feeder Fund LP

New York, NY · Dec 3, 2012
  • Dec 3, 2012 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director ("Director of Morgan Stanley GWM Feeder Strategies LLC (the ""General Partner"")") EDGAR ↗

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

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Blackstone Real Estate Debt Strategies II Onshore Feeder Fund LP

New York, NY · Nov 16, 2012
  • Nov 16, 2012 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director ("Director of Morgan Stanley GWM Feeder Strategies LLC (the ""General Partner"")") EDGAR ↗

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

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley HedgePremier/Paulson Advantage Plus Fund II LP

New York, NY · Sep 22, 2011 → Sep 21, 2012 · 2 filings
  • Sep 21, 2012 · D/A · $14,780,000 sold of Indefinite · 55 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 22, 2011 · D · $12,500,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $14.8M from 55 investors as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley HedgePremier/Paulson Advantage Fund II LP

New York, NY · Sep 22, 2011 → Sep 21, 2012 · 2 filings
  • Sep 21, 2012 · D/A · $13,170,000 sold of Indefinite · 46 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 22, 2011 · D · $12,000,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $13.7M from 48 investors as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Smith Barney Ares Capital Europe II Onshore Feeder Fund LP

New York, NY · Sep 13, 2012
  • Sep 13, 2012 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director ("Director of Morgan Stanley GWM Feeder Strategies LLC (the ""General Partner"")") EDGAR ↗

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

MS
Pooled Investment Fund

Morgan Stanley HedgePremier/Lansdowne European Strategic Equity Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 13, 2011 → Jun 6, 2012 · 2 filings
  • Jun 6, 2012 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • May 13, 2011 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley HedgePremier/Lansdowne European Strategic Equity Fund LP

New York, NY · May 13, 2011 → Jun 6, 2012 · 2 filings
  • Jun 6, 2012 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 13, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley Smith Barney Providence Equity Partners VII Onshore Feeder Fund LP

New York, NY · Jun 1, 2012
  • Jun 1, 2012 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director (Director of the General Partner) EDGAR ↗

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

MS
Pooled Investment Fund

Morgan Stanley HedgePremier/Ascend Partners Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 14, 2011 → Apr 16, 2012 · 2 filings
  • Apr 16, 2012 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Apr 14, 2011 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund · group: Morgan Stanley

Morgan Stanley HedgePremier/Ascend Partners Fund LP

New York, NY · Apr 14, 2011 → Apr 16, 2012 · 2 filings
  • Apr 16, 2012 · D/A · $7,670,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 14, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $8.34M from 33 investors as of the latest filing. James is listed as executive officer 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.

MS
Pooled Investment Fund · group: Morgan Stanley Smith Barney

Morgan Stanley Smith Barney Blackstone Energy Partners Onshore Feeder L.P.

New York, NY · Mar 14, 2012 → Mar 20, 2012 · 4 filings
  • Mar 20, 2012 · D/A · $46,100,000 sold of $46,100,000 · 99 investors · min. $500,000 · role: Director (Director of General Partner) EDGAR ↗
  • Mar 15, 2012 · D/A · $46,100,000 sold of $46,100,000 · 99 investors · min. $500,000 · role: Director (Director of General Partner) EDGAR ↗
  • Mar 14, 2012 · D/A · $46,100,000 sold of $46,100,000 · 99 investors · min. $500,000 · role: Director (Director of General Partner) EDGAR ↗
  • Mar 14, 2012 · D · $46,100,000 sold of $46,100,000 · 99 investors · min. $500,000 · role: Director (Director of General Partner) EDGAR ↗

Raised $46.1M from 99 investors (100% of the $46.1M target) as of the latest filing. James 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.

MT
Pooled Investment Fund · group: Mssb Tpg Specialty

MSSB TPG Specialty Lending Offshore Feeder Fund Ltd.

New York, NY · Aug 25, 2011
  • Aug 25, 2011 · D · $0 sold of Indefinite · 0 investors · min. $500,000 · role: Director EDGAR ↗

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

MT
Pooled Investment Fund · group: Mssb Tpg Specialty

MSSB TPG Specialty Lending Onshore Feeder Fund

New York, NY · Aug 2, 2011
  • Aug 2, 2011 · D · $91,825,000 sold of Indefinite · 184 investors · min. $500,000 · role: Director (Director of Managing Member) EDGAR ↗

Raised $91.8M from 184 investors as of the latest filing. James 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.

Other pages with the same name (2)

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

  • James E. Bruno — PA, 1 issuer, Dec 3, 2019 → Dec 3, 2019 · no shared issuer
  • James Bruno — SC, 1 issuer, Sep 16, 2026 → Sep 16, 2026 · no shared issuer

People around James 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

MS
Management entity

Morgan Stanley HedgePremier GP Inc.

Promoter, Executive Officer · 165 shared filings (65 issuers) · also on 4 other issuers

Morgan Stanley HedgePremier GP Inc. is on 69 issuers in total — a repeat sponsor. Their page lists every one.

MS
Management entity

Morgan Stanley AI GP LLC

Promoter, Executive Officer · 62 shared filings (53 issuers) · also on 10 other issuers

Morgan Stanley AI GP LLC is on 63 issuers in total — a repeat sponsor. Their page lists every one.

MS
Management entity

Morgan Stanley Strategies II LLC

Executive Officer · 3 shared filings (3 issuers) · also on 2 other issuers

Morgan Stanley Strategies II LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeremy Beal

Executive Officer, Director · 179 shared filings (80 issuers) · also on 36 other issuers

Jeremy Beal is on 116 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Davies

Executive Officer, Director · 140 shared filings (55 issuers) · also on 11 other issuers

Michael Davies is on 66 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Korn

Executive Officer, Director · 120 shared filings (66 issuers) · also on 111 other issuers

Michael Korn is on 177 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, Executive Officer · 105 shared filings (61 issuers) · also on 36 other issuers

Alper Daglioglu is on 97 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

Scott Steele

Director · 86 shared filings (51 issuers)

Scott Steele is on 51 issuers in total — a repeat sponsor. Their page lists every one.

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

Christian Angstadt

Executive Officer · 64 shared filings (47 issuers) · also on 9 other issuers

Christian Angstadt is on 56 issuers in total — a repeat sponsor. Their page lists every one.

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

Rob Creaney

Executive Officer · 62 shared filings (45 issuers)

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

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

John Sweeney

Executive Officer, Director · 62 shared filings (45 issuers) · also on 5 other issuers

John Sweeney is on 50 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, Executive Officer · 61 shared filings (48 issuers) · also on 51 other issuers

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

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

Nate Saint-Victor

Executive Officer · 61 shared filings (44 issuers)

Nate Saint-Victor is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

Walter Rein

Executive Officer · 59 shared filings (43 issuers) · also on 25 other issuers

Walter Rein is on 68 issuers in total — a repeat sponsor. Their page lists every one.

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

Marnie E. Niziolek

Executive Officer · 53 shared filings (36 issuers) · also on 17 other issuers

Marnie E. Niziolek is on 53 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

James J. Mahon

Executive Officer, Director · 52 shared filings (50 issuers)

James J. Mahon is on 50 issuers in total — a repeat sponsor. Their page lists every one.

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

Ethan Schiffman

Executive Officer · 51 shared filings (35 issuers)

Ethan Schiffman is on 35 issuers in total — a repeat sponsor. Their page lists every one.

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

Patrick Reid

Executive Officer, Director · 46 shared filings (41 issuers) · also on 14 other issuers

Patrick Reid is on 55 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

Doug Ketterer

Executive Officer, Director · 33 shared filings (31 issuers) · also on 1 other issuer

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

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

Anita Rios

Executive Officer, Director · 32 shared filings (30 issuers) · also on 29 other issuers

Anita Rios is on 59 issuers in total — a repeat sponsor. Their page lists every one.

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

Charlene R. Herzer

Executive Officer · 32 shared filings (30 issuers) · also on 14 other issuers

Charlene R. Herzer is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

Kevin Mooney

Executive Officer · 32 shared filings (30 issuers) · also on 16 other issuers

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

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

Jeanne E. Greeley O'Regan

Executive Officer, Director · 28 shared filings (27 issuers)

Jeanne E. Greeley O'Regan is on 27 issuers in total — a repeat sponsor. Their page lists every one.

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

Mike Davies

Director, Executive Officer · 24 shared filings (23 issuers) · also on 41 other issuers

Mike Davies is on 64 issuers in total — a repeat sponsor. Their page lists every one.

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

Dmitriy Nagorev

Executive Officer · 23 shared filings (22 issuers)

Dmitriy Nagorev is on 22 issuers in total — a repeat sponsor. Their page lists every one.

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

Michelle Oroschakoff

Director · 23 shared filings (22 issuers) · also on 14 other issuers

Michelle Oroschakoff is on 36 issuers in total — a repeat sponsor. Their page lists every one.

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

Karen A. Cassidy

Director · 22 shared filings (21 issuers)

Karen A. Cassidy is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

Christine K. Cochet

Director · 22 shared filings (21 issuers)

Christine K. Cochet is on 21 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

Executive Officer, Director · 21 shared filings (19 issuers) · also on 35 other issuers

Michael McGrath is on 54 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

Scott Steel

Director, Executive Officer · 19 shared filings (17 issuers) · also on 34 other issuers

Scott Steel is on 51 issuers in total — a repeat sponsor. Their page lists every one.

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

Cheryl A. Grassman

Executive Officer · 18 shared filings (16 issuers)

Cheryl A. Grassman is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Cheryl A. Grassmann

Executive Officer · 14 shared filings (14 issuers)

Cheryl A. Grassmann is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Alison Nest

Director · 5 shared filings (4 issuers) · also on 43 other issuers

Alison Nest is on 47 issuers in total — a repeat sponsor. Their page lists every one.

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

Ben Huneke

Director · 5 shared filings (4 issuers) · also on 43 other issuers

Ben Huneke is on 47 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

MS
Sponsor group

Morgan Stanley

123 issuers · 656 filings · $14.8B reported sold · 2009–2026

One team, 123 deal companies. James Bruno is listed on 75 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 Bruno.

PP
Sponsor group

Premier Pharma

3 issuers · 3 filings · $30M reported sold · 2015–2016

One team, 3 deal companies. James Bruno is listed on 3 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 Bruno.

PP
Sponsor group

Pe Premier

36 issuers · 42 filings · $3.75B reported sold · 2015–2019

One team, 36 deal companies. James Bruno is listed on 2 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 Bruno.

MT
Sponsor group

Mssb Tpg Specialty

2 issuers · 2 filings · $91.8M reported sold · 2011–2011

One team, 2 deal companies. James Bruno is listed on 2 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 Bruno.

MS
Sponsor group

Morgan Stanley Smith Barney

2 issuers · 5 filings · $90.9M reported sold · 2010–2012

One team, 2 deal companies. James Bruno is listed on 1 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 Bruno.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 95 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 James Bruno 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 95 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers James Bruno is listed on: none on file. No website or social profile named in BX Tac Opps II Onshore Feeder Fund LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #304,207 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 (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗

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 ↗OpenCorporates ↗

Change history

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