PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:43 AM ET

Sponsor Check › Person

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

James Lim

Named as an officer, director or promoter on SEC Form D filings · MD · Mar 8, 2010 → Dec 19, 2025

168deals (issuers)
$26.36Breported sold
7,629investors
235Form D filings
2010–2025years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

James Lim is listed as an executive officer and director on 235 SEC Form D filings by 168 issuers between Mar 2010 and Dec 2025. Largest by amount reported sold: StepStone VC Secondaries Fund V, L.P. (La Jolla, CA — pooled investment fund — 2021–2022; $2.31B reported sold to 1,252 investors), StepStone VC Secondaries Fund V (Cayman), L.P. (La Jolla, CA — pooled investment fund — 2021–2022; $2.31B reported sold to 1,252 investors), StepStone VC Secondaries Fund V-D, L.P. (La Jolla, CA — pooled investment fund — 2021–2022; $2.31B reported sold to 1,252 investors), StepStone VC Secondaries Fund V-B, L.P. (La Jolla, CA — pooled investment fund — 2022; $2.31B reported sold to 339 investors), StepStone VC Global Partners XII ND LP (Owings Mills, MD — pooled investment fund — 2025; $833.7M reported sold) and 163 more (all listed below).

What this means That is a lot of deals — 168 separate companies raised money with this person listed as executive officer and director, over about 15 years. Across those companies the filings report $26.36B sold in total.

Listed alongside Eric Thompson (232 shared filings), C. Ashton Newhall (211 shared filings), Lindsay Redfield (191 shared filings), Greenspring Associates, Inc. (107 shared filings, management entity), Andrew Callahan (101 shared filings) and 140 others.

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

All 168 issuers belong to the sponsor group Stepstone (279 issuers, $67.04B reported sold, 2010–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Stepstone has 279 companies on file and $67.04B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 8 bankruptcy cases matching the name listed in Key records below.

What this means 8 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 235 public filings for James Lim and found 16 differences, 3 worth asking the sponsor about: 5 bankruptcy cases name the subject or team members; 41 paid sellers are listed without a CRD number; 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 Lim has not run yet — it is joining a line of 39,292 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

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

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

8 cases: 1 open, 7 closed (disposition not in docket feed)

James K Lim open
United States Bankruptcy Court, C.D. California · No. 2:26-bk-14813 · Filed May 15, 2026
Role of James K Lim: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)
James Lim closed
United States Bankruptcy Court, C.D. California · No. 2:15-bk-21913 · Filed Jul 29, 2015 · Closed Nov 10, 2015
Role of James Lim: Debtor · Outcome: Case closed 2015-11-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)
James C. Lim closed
United States Bankruptcy Court, C.D. California · No. 2:10-bk-22811 · Filed Apr 3, 2010 · Closed Oct 27, 2010
Role of James C. Lim: Debtor · Outcome: Case closed 2010-10-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)
James Lim closed
United States Bankruptcy Court, E.D. New York · No. 1-09-45833 · Filed Jul 13, 2009 · Closed Oct 16, 2009
Role of James Lim: Debtor · Outcome: Case closed 2009-10-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); 4 people with this name in Form D filings; court in NY (not a filing state)
James Lim II closed
United States Bankruptcy Court, C.D. California · No. 2:09-bk-19144 · Filed Apr 20, 2009 · Closed Jan 20, 2010
Role of James Lim II: Debtor · Outcome: Case closed 2010-01-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)
James H Lim closed
United States Bankruptcy Court, E.D. New York · No. 8-04-85837 · Filed Sep 12, 2004 · Closed Dec 28, 2005
Role of James H Lim: Debtor · Outcome: Case closed 2005-12-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); 4 people with this name in Form D filings; court in NY (not a filing state)
James G. Lim and Sandra A. Lim closed
United States Bankruptcy Court, E.D. California · No. 93-27301 · Filed Aug 26, 1993 · Closed Jul 13, 1999
Role of James G. Lim and Sandra A. Lim: Debtor · Outcome: Case closed 1999-07-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)
James D. Lim closed
United States Bankruptcy Court, D. Hawaii · No. 79-00302 · Filed Jul 23, 1979 · Closed Sep 30, 1987
Role of James D. Lim: Debtor · Outcome: Case closed 1987-09-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 15 federal dockets); 4 people with this name in Form D filings; court in HI (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, 2:15 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

16 differences found between the filings for James Lim — 3 worth asking about (compared the newest 50 of 235 filings on Oct 24, 2026; older filings not covered)

Worth asking · Aug 26, 1993 – May 15, 2026

5 bankruptcy cases name the subject or team members

Bankruptcy case: James K Lim — filed May 15, 2026 · Bankruptcy case: James Lim — filed Jul 29, 2015 · Bankruptcy case: James C. Lim — filed Apr 3, 2010 · Bankruptcy case: James Lim II — filed Apr 20, 2009 · Bankruptcy case: James G. Lim and Sandra A. Lim — filed Aug 26, 1993

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

Sources
Worth asking · Dec 16, 2021 – May 21, 2026

41 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Capital Advisory Partners New Zealand Limited — StepStone VC Global Partners XII (Lux) SCSp, SICAV-RAIF · Paid seller listed without a CRD number: Capital Advisory Partners New Zealand Limited — StepStone VC Global Partners XII (Lux Feeder) SCSp, SICAV-RAIF · Paid seller listed without a CRD number: Capital Advisory Partners New Zealand Limited — StepStone VC Global Partners XII ND LP · Paid seller listed without a CRD number: Capital Advisory Partners New Zealand Limited — StepStone VC Global Partners XII ND (Cayman) LP · Paid seller listed without a CRD number: Shinhan Securities Co., Ltd. — StepStone VC Global Partners XII ND LP · and 36 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Sources
Note · Dec 17, 2021 – May 27, 2025

16 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 — StepStone VC Micro V (Cayman) LP (latest filing May 27, 2025) · No amendment in the last 12 months on an offering that may still be open — StepStone VC Micro V LP (latest filing May 27, 2025) · No amendment in the last 12 months on an offering that may still be open — StepStone VC 2025-RX LP (latest filing May 13, 2025) · No amendment in the last 12 months on an offering that may still be open — StepStone VC Wabash Fund LP (latest filing Dec 3, 2024) · No amendment in the last 12 months on an offering that may still be open — StepStone VC Early Stage III (Cayman), L.P. (latest filing Nov 1, 2024) · and 11 more

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

Sources
Worth asking · Apr 14, 2025 – Oct 1, 2026

10 people are no longer listed on a later amendment

James Lim is no longer listed on the Oct 1, 2026 amendment — StepStone VC Blockchain II (Cayman), L.P. · James Lim is no longer listed on the Oct 1, 2026 amendment — StepStone VC Blockchain II, L.P. · James Lim is no longer listed on the Jul 15, 2026 amendment — StepStone Micro Growth Equity Partners V (Cayman) LP · James Lim is no longer listed on the Jul 15, 2026 amendment — StepStone Micro Growth Equity Partners V LP · James Lim is no longer listed on the May 21, 2026 amendment — StepStone VC Global Partners XII (Lux Feeder) SCSp, SICAV-RAIF · and 5 more

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

Sources
Note · Dec 16, 2022 – Dec 15, 2023

James Lim's role changed at StepStone VC Opportunities VII (Cayman), L.P.: director → executive officer

The Dec 16, 2022 filing lists James Lim as director; the Dec 15, 2023 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Dec 16, 2022 – Dec 15, 2023

James Lim's role changed at StepStone VC Opportunities VII, L.P.: director → executive officer

The Dec 16, 2022 filing lists James Lim as director; the Dec 15, 2023 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Jul 15, 2025 – Jul 15, 2026

Minimum investment changed between filings — StepStone Micro Growth Equity Partners V (Cayman) LP

The Jul 15, 2025 filing lists a minimum of $0; the Jul 15, 2026 Form D/A lists $1,000,000.

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

Sources
Note · Jul 15, 2025 – Jul 15, 2026

Minimum investment changed between filings — StepStone Micro Growth Equity Partners V LP

The Jul 15, 2025 filing lists a minimum of $0; the Jul 15, 2026 Form D/A lists $10,000.

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

Sources
Note · Jun 25, 2025 – May 21, 2026

Minimum investment changed between filings — StepStone VC Global Partners XII (Lux Feeder) SCSp, SICAV-RAIF

The Jun 25, 2025 filing lists a minimum of $0; the May 21, 2026 Form D/A lists $10,000.

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

Sources
Note · Jun 25, 2025 – May 21, 2026

Minimum investment changed between filings — StepStone VC Global Partners XII (Lux) SCSp, SICAV-RAIF

The Jun 25, 2025 filing lists a minimum of $0; the May 21, 2026 Form D/A lists $100,010,000.

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

Sources
Note · Apr 14, 2025 – Apr 13, 2026

Minimum investment changed between filings — StepStone VC Global Partners XII (Cayman) LP

The Apr 14, 2025 filing lists a minimum of $0; the Apr 13, 2026 Form D/A lists $100,000.

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

Sources
Note · Apr 14, 2025 – Apr 13, 2026

Minimum investment changed between filings — StepStone VC Global Partners XII LP

The Apr 14, 2025 filing lists a minimum of $0; the Apr 13, 2026 Form D/A lists $10,000.

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

Sources
Note · Jan 27, 2026

Same name, different state: "James- Sung Yoon Lim" (CA or NV) is a separate record

This page covers filings where the address state is MD. A separate record, "James- Sung Yoon Lim" with address state CA or NV, is listed on 2 filings — most recently by KAVF Select ( Offshore Feeder) Fund Ltd. (Jan 27, 2026). The two records do not overlap in time: this page runs Mar 8, 2010 to Dec 19, 2025; the other has one filing dated Jan 27, 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.

Sources
Note · Feb 23, 2017 – Dec 17, 2024

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

This page covers filings where the address state is MD. A separate record, "James Lim" with address state CA, is listed on 3 filings — most recently by Xcell Biosciences, Inc. (Dec 17, 2024). Both records have filings in the same period (Feb 23, 2017 to Dec 17, 2024).

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

Sources
Note · Jan 14, 2013

Same name, different state: "James Lim" (VA or NY) is a separate record

This page covers filings where the address state is MD. A separate record, "James Lim" with address state VA or NY, is listed on 2 filings — most recently by Declarative Holdings, Inc. (Jan 14, 2013). Both records have filings in the same period (Jan 14, 2013).

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

Sources
Note · Dec 16, 2022 – Oct 1, 2026

4 address changes between filings

Address moved from Owing Mills, MD to La Jolla, CA — StepStone VC Blockchain II (Cayman), L.P. · Address moved from Owing Mills, MD to La Jolla, CA — StepStone VC Blockchain II, L.P. · Address moved from La Jolla, CA to Owings Mills, MD — StepStone VC Opportunities VII, L.P. · Address moved from La Jolla, CA to Owings Mills, MD — StepStone VC Opportunities VII (Cayman), L.P.

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

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 235 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

2 of 168 offerings report sales commissions totalling $645,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Dec 19, 2025 D
StepStone VC Global Partners IV-R, L.P.
File 021-567635
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 12, 2025 D
StepStone VC 2025-AL5 LP
File 021-563648
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 21, 2025 D
StepStone VC Wabash Fund II LP
File 021-555535
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 31, 2025 D/A
StepStone VC Global Partners XII ND LP
File 021-543668
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Capital Advisory Partners New Zealand Limited no CRD number reported
Shinhan Securities Co., Ltd. no CRD number reported
EDGAR ↗
Jul 31, 2025 D/A
StepStone VC Global Partners XII ND (Cayman) LP
File 021-543670
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Capital Advisory Partners New Zealand Limited no CRD number reported
Shinhan Securities Co., Ltd. no CRD number reported
EDGAR ↗
Jul 23, 2025 D
StepStone VC Blockchain II, L.P.
File 021-552558
$0$0$0None listed on this filingEDGAR ↗
Jul 23, 2025 D
StepStone VC Blockchain II (Cayman), L.P.
File 021-552560
$0$0$0None listed on this filingEDGAR ↗
Jul 15, 2025 D
StepStone Micro Growth Equity Partners V LP
File 021-551792
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentagee of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Jul 15, 2025 D
StepStone Micro Growth Equity Partners V (Cayman) LP
File 021-551806
$0$0$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Jun 25, 2025 D
StepStone VC Global Partners XII (Lux) SCSp, SICAV-RAIF
File 021-549898
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments, and other fees calculated in accordance with the Issuer's partnership agreement, will each be paid to an affiliate of the Issuer.
Capital Advisory Partners New Zealand Limited no CRD number reportedEDGAR ↗
Jun 25, 2025 D
StepStone VC Global Partners XII (Lux Feeder) SCSp, SICAV-RAIF
File 021-549901
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments, and other fees calculated in accordance with the Issuer's partnership agreement, will each be paid to an affiliate of the Issuer.
Capital Advisory Partners New Zealand Limited no CRD number reportedEDGAR ↗
Jun 10, 2025 D
StepStone VC 2025-C20 LP
File 021-548539
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 5, 2025 D
StepStone VC 2025-FDC LP
File 021-548156
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
May 27, 2025 D/A
StepStone VC Micro V LP
File 021-514962
$0$0$0Capital Advisory Partners New Zealand Limited no CRD number reportedEDGAR ↗
May 27, 2025 D/A
StepStone VC Micro V (Cayman) LP
File 021-514965
$0$0$0Capital Advisory Partners New Zealand Limited no CRD number reportedEDGAR ↗
May 13, 2025 D
StepStone VC 2025-RX LP
File 021-545985
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Apr 14, 2025 D
StepStone VC Global Partners XII LP
File 021-543663
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Capital Advisory Partners New Zealand Limited no CRD number reportedEDGAR ↗
Apr 14, 2025 D
StepStone VC Global Partners XII (Cayman) LP
File 021-543664
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Capital Advisory Partners New Zealand Limited no CRD number reportedEDGAR ↗
Mar 20, 2025 D
StepStone VC F-III LP
File 021-541534
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 20, 2024 D
StepStone VC 2024-CW LP
File 021-532924
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 3, 2024 D/A
StepStone VC Wabash Fund LP
File 021-466427
$0$0$0None listed on this filingEDGAR ↗
Nov 22, 2024 D
StepStone VC 2023-AGVII LP
File 021-530299
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 1, 2024 D/A
StepStone VC Early Stage III, L.P.
File 021-463741
$625,000 (est.)$0$0PAS Advisory Services Pty Ltd (Principle Advisory Services) no CRD number reported
Gresham no CRD number reported
Detlef Mackewicz no CRD number reported
Capital Advisory Partners New Zealand no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Tom Lawrence no CRD number reported
EDGAR ↗
Nov 1, 2024 D/A
StepStone VC Early Stage III (Cayman), L.P.
File 021-463744
$0$0$0Gresham no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Tom Lawrence no CRD number reported
Detlef Mackewicz no CRD number reported
Capital Advisory Partners New Zealand no CRD number reported
EDGAR ↗
Sep 25, 2024 D/A
StepStone VC Zilker Fund LP
File 021-492888
$0$0$0None listed on this filingEDGAR ↗
Jun 6, 2024 D
StepStone VC 2023-ROV LP
File 021-515292
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Apr 26, 2024 D
StepStone VC Bravo (Cayman) LP
File 021-511692
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2024 D
StepStone VC Bravo LP
File 021-511702
$0$0$0None listed on this filingEDGAR ↗
Mar 19, 2024 D/A
StepStone VC 2022-CCT LP
File 021-468104
$0$0$0None listed on this filingEDGAR ↗
Mar 8, 2024 D/A
StepStone Rosa Master Fund LP
File 021-475213
$0$0$0None listed on this filingEDGAR ↗
Mar 8, 2024 D/A
StepStone Rosa Special Fund LP
File 021-475224
$0$0$0None listed on this filingEDGAR ↗
Mar 1, 2024 D
StepStone VC CAPI Fund LP
File 021-506528
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Mar 1, 2024 D
StepStone VC CAPI Fund (Cayman) LP
File 021-506530
$0$0$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Feb 29, 2024 D/A
StepStone VC Diversity II, L.P.
File 021-474742
$0$0$0Gresham no CRD number reported
Tom Lawrence no CRD number reported
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
EDGAR ↗
Feb 29, 2024 D/A
StepStone VC Diversity II (Cayman), L.P.
File 021-474745
$0$0$0Gresham no CRD number reported
Tom Lawrence no CRD number reported
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
EDGAR ↗
Feb 29, 2024 D
StepStone VC Tilad Fund LP
File 021-506404
$0$0$0None listed on this filingEDGAR ↗
Feb 29, 2024 D
StepStone VC Tilad Fund (Cayman) LP
File 021-506410
$0$0$0None listed on this filingEDGAR ↗
Feb 1, 2024 D
StepStone VC Mesa Fund II LP
File 021-504183
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Dec 26, 2023 D
StepStone VC 2023-PVP, LLC
File 021-500704
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2023 D
StepStone VC 2023-Beta HF Holding LP
File 021-500182
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Dec 15, 2023 D/A
StepStone VC Opportunities VII, L.P.
File 021-425361
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
PAS Advisory Services Pty Ltd (Principle Advisory Services) no CRD number reported
CH Advisors GmbH no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Detlef Mackewicz no CRD number reported
Greenstone Placement Management FZ - LLC no CRD number reported
GrovePeak S.A.S. no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
Tom Lawrence no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Stifel Nicolaus& Company, Incorporated BrokerCheck CRD 793 ↗
Gresham no CRD number reported
Banco Santander International no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
EDGAR ↗
Dec 15, 2023 D/A
StepStone VC Opportunities VII (Cayman), L.P.
File 021-425374
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
PAS Advisory Services Pty Ltd (Principle Advisory Services) no CRD number reported
CH Advisors GmbH no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Detlef Mackewicz no CRD number reported
Greenstone Placement Management FZ - LLC no CRD number reported
GrovePeak S.A.S. no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
Tom Lawrence no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Gresham no CRD number reported
Banco Santander International no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
EDGAR ↗
Nov 30, 2023 D
StepStone VC Global Partners ND (Cayman) LP
File 021-498517
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Nov 30, 2023 D
StepStone VC Global Partners ND LP
File 021-498524
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Nov 30, 2023 D
StepStone VC Global Partners XI-K LP
File 021-498525
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Sep 26, 2023 D
StepStone VC Secondaries Fund VI (Lux) SCSp, SICAV-RAIF
File 021-493007
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments, and other fees calculated in accordance with the Issuer's partnership agreement, will each be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Gresham no CRD number reported
Detlef Mackewicz no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Tom Lawrence no CRD number reported
AMCHOR Investment Strategies, S.G.I.I.C., S.A. no CRD number reported
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
GrovePeak S.A.S. no CRD number reported
Greenstone Placement Management FZ - LLC no CRD number reported
Leader Private Capital Ltd no CRD number reported
Barclays Bank PLC no CRD number reported
UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
EDGAR ↗
Sep 26, 2023 D
StepStone VC Secondaries Fund VI (Lux Feeder) SCSp, SICAV-RAIF
File 021-493009
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments, and other fees calculated in accordance with the Issuer's partnership agreement, will each be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Gresham no CRD number reported
Detlef Mackewicz no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Tom Lawrence no CRD number reported
AMCHOR Investment Strategies, S.G.I.I.C., S.A. no CRD number reported
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
GrovePeak S.A.S. no CRD number reported
Greenstone Placement Management FZ - LLC no CRD number reported
Leader Private Capital Ltd no CRD number reported
Barclays Bank PLC no CRD number reported
UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
EDGAR ↗
Sep 21, 2023 D
StepStone VC Secondaries Fund VI (Cayman) LP
File 021-492669
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Gresham no CRD number reported
Detlef Mackewicz no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Tom Lawrence no CRD number reported
AMCHOR Investment Strategies, S.G.I.I.C., S.A. no CRD number reported
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
GrovePeak S.A.S. no CRD number reported
Greenstone Placement Management FZ - LLC no CRD number reported
Leader Private Capital Ltd no CRD number reported
UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
EDGAR ↗
Sep 21, 2023 D
StepStone VC Secondaries Fund VI LP
File 021-492670
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Gresham no CRD number reported
Detlef Mackewicz no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Tom Lawrence no CRD number reported
AMCHOR Investment Strategies, S.G.I.I.C., S.A. no CRD number reported
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
GrovePeak S.A.S. no CRD number reported
Greenstone Placement Management FZ - LLC no CRD number reported
Leader Private Capital Ltd no CRD number reported
UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
EDGAR ↗
Sep 21, 2023 D
StepStone VC Secondaries Fund ND LP
File 021-492672
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Gresham no CRD number reported
Detlef Mackewicz no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Tom Lawrence no CRD number reported
AMCHOR Investment Strategies, S.G.I.I.C., S.A. no CRD number reported
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
GrovePeak S.A.S. no CRD number reported
Greenstone Placement Management FZ - LLC no CRD number reported
Leader Private Capital Ltd no CRD number reported
UBS Financial Services, Inc. BrokerCheck CRD 8175 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
EDGAR ↗
Sep 21, 2023 D
StepStone VC Secondaries Fund VI-M LP
File 021-492674
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Sep 21, 2023 D
StepStone VC Secondaries Fund VI-M (Cayman) LP
File 021-492677
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Sep 21, 2023 D
StepStone VC Secondaries Fund VI-B LP
File 021-492679
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Sep 21, 2023 D
StepStone VC Secondaries Fund VI-K LP
File 021-492681
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Sep 21, 2023 D
StepStone VC Secondaries Fund ND (Cayman) LP
File 021-492686
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Gresham no CRD number reported
Detlef Mackewicz no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Tom Lawrence no CRD number reported
AMCHOR Investment Strategies, S.G.I.I.C., S.A. no CRD number reported
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
GrovePeak S.A.S. no CRD number reported
Greenstone Placement Management FZ - LLC no CRD number reported
Leader Private Capital Ltd no CRD number reported
UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
EDGAR ↗
Jul 28, 2023 D/A
StepStone VC Global Partners XI LP
File 021-454098
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Bulltick, LLC BrokerCheck CRD 104005 ↗
Capital Advisory Partners New Zealand Limited no CRD number reported
CH Advisors Gmbh no CRD number reported
Detlef Mackewicz no CRD number reported
Gresham no CRD number reported
Tom Lawrence no CRD number reported
GrovePeak S.A.S. no CRD number reported
EDGAR ↗
Jul 28, 2023 D/A
StepStone VC Global Partners XI-B LP
File 021-454099
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Bulltick, LLC BrokerCheck CRD 104005 ↗
Capital Advisory Partners New Zealand Limited no CRD number reported
CH Advisors GmbH no CRD number reported
Detlef Mackewicz no CRD number reported
Gresham no CRD number reported
Tom Lawrence no CRD number reported
GrovePeak S.A.S. no CRD number reported
EDGAR ↗
Jul 28, 2023 D/A
StepStone VC Global Partners XI (Cayman) LP
File 021-454100
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Bulltick, LLC BrokerCheck CRD 104005 ↗
Capital Advisory Partners New Zealand Limited no CRD number reported
CH Advisors Gmbh no CRD number reported
Detlef Mackewicz no CRD number reported
Gresham no CRD number reported
Tom Lawrence no CRD number reported
GrovePeak S.A.S. no CRD number reported
EDGAR ↗
Jul 28, 2023 D/A
StepStone VC Global Partners XI (Strategic) LP
File 021-454101
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
May 30, 2023 D/A
StepStone VC Blockchain I, L.P.
File 021-448095
$0$0$0RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
Gresham no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Tom Lawrence no CRD number reported
EDGAR ↗
May 30, 2023 D/A
StepStone VC Blockchain I (Cayman), L.P.
File 021-448240
$0$0$0RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
Gresham no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Tom Lawrence no CRD number reported
EDGAR ↗
Feb 14, 2023 D
StepStone VC Mesa Fund LP
File 021-473474
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Nov 7, 2022 D
StepStone Ferwa Fund LP
File 021-464030
$0$0$0None listed on this filingEDGAR ↗
Sep 15, 2022 D
StepStone VC D-I LP
File 021-459031
$0$0$0None listed on this filingEDGAR ↗
May 2, 2022 D
StepStone VC IX-R, L.P.
File 021-444035
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2022 D
StepStone iCapital Special, L.P.
File 021-443967
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
Apr 11, 2022 D
StepStone iCapital Master VC, L.P.
File 021-441315
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
Feb 14, 2022 D
StepStone VC F-II, L.P.
File 021-433553
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2022 D
StepStone VC X-V, L.P.
File 021-430607
$0$0$0None listed on this filingEDGAR ↗
Jan 3, 2022 D/A
StepStone VC Secondaries Fund V, L.P.
File 021-393149
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
PAS Advisory Services Pty Ltd (Principle Advisory Services) no CRD number reported
CH Advisors GmbH no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Detlef Mackewicz no CRD number reported
Greenstone Placement Management FZ - LLC no CRD number reported
GrovePeak S.A.S. no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
Tom Lawrence no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
RBC Wealth Management BrokerCheck CRD 31194 ↗
Gresham no CRD number reported
UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗
Banco Santander International no CRD number reported
Morgan Stanley BrokerCheck CRD 149777 ↗
Capital Advisory Partners New Zealand Limited no CRD number reported
EDGAR ↗
Jan 3, 2022 D/A
StepStone VC Secondaries Fund V (Cayman), L.P.
File 021-393152
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
PAS Advisory Services Pty Ltd (Principle Advisory Services) no CRD number reported
CH Advisors GmbH no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Detlef Mackewicz no CRD number reported
Greenstone Placement Management FZ - LLC no CRD number reported
GrovePeak S.A.S. no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
Tom Lawrence no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
RBC Wealth Management BrokerCheck CRD 31194 ↗
Gresham no CRD number reported
UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗
Banco Santander International no CRD number reported
Morgan Stanley BrokerCheck CRD 149777 ↗
Capital Advisory Partners New Zealand Limited no CRD number reported
EDGAR ↗
Jan 3, 2022 D/A
StepStone VC Secondaries Fund V-D, L.P.
File 021-421229
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗EDGAR ↗
Jan 3, 2022 D
StepStone VC Secondaries Fund V-B, L.P.
File 021-427694
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Dec 27, 2021 D
StepStone VC Opportunities VII-D, L.P.
File 021-426790
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗EDGAR ↗
Dec 27, 2021 D
StepStone VC Micro IV, L.P.
File 021-426820
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
PAS Advisory Services Pty Ltd (Principle Advisory Services) no CRD number reported
CH Advisors GmbH no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Greenstone Placement Management FZ - LLC no CRD number reported
GrovePeak S.A.S. no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
Tom Lawrence no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Gresham no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
EDGAR ↗
Dec 2, 2021 D/A
StepStone IL Master II, L.P.
File 021-363918
$0$0$0None listed on this filingEDGAR ↗
Dec 2, 2021 D/A
StepStone IL Special II, L.P.
File 021-363920
$0$0$0None listed on this filingEDGAR ↗
Jul 26, 2021 D
Greenspring Early Stage I-LH, L.P.
File 021-407763
$0$0$0None listed on this filingEDGAR ↗
Jul 12, 2021 D/A
Greenspring Impact II, L.P.
File 021-404078
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
CH Advisors GmbH no CRD number reported
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
PAS Advisory Services Pty Ltd (Principle Advisory Services) no CRD number reported
Tom Lawrence no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
EDGAR ↗
Mar 30, 2021 D/A
Greenspring Asia Fund I, L.P.
File 021-372295
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Bulltick, LLC BrokerCheck CRD 104005 ↗
GrovePeak S.A.S. no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
CH Advisors GmbH no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
PAS Advisory Services Pty Ltd (Principle Advisory Services) no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
Tom Lawrence no CRD number reported
FPA Financial Corporation Pte Ltd. no CRD number reported
EDGAR ↗
Mar 24, 2021 D
Greenspring GE VI-R, L.P.
File 021-393416
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2021 D
Greenspring Global Partners X-IC, L.P.
File 021-389978
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2021 D
Greenspring Asia Fund I-K, L.P.
File 021-386183
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Jan 8, 2021 D
Greenspring Diversity I, L.P.
File 021-385726
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
RBC Wealth Management BrokerCheck CRD 31194 ↗
Monument Group, Inc. BrokerCheck CRD 36399 ↗
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
Tom Lawrence no CRD number reported
EDGAR ↗
Jan 8, 2021 D
Greenspring Diversity I (Cayman), L.P.
File 021-385730
$0 (est.)$0 (est.)$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
RBC Wealth Management BrokerCheck CRD 31194 ↗
Monument Group, Inc. BrokerCheck CRD 36399 ↗
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
Tom Lawrence no CRD number reported
EDGAR ↗
Jan 8, 2021 D
Greenspring Diversity I-G, L.P.
File 021-385734
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
RBC Wealth Management BrokerCheck CRD 31194 ↗
Monument Group, Inc. BrokerCheck CRD 36399 ↗
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
Tom Lawrence no CRD number reported
EDGAR ↗
Jan 8, 2021 D
Greenspring Early Stage II, L.P.
File 021-385722
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗
PAS Advisory Services (Principle Advisory Services) no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
GrovePeak S.A.S. no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
CH Advisors GmbH no CRD number reported
Tom Lawrence no CRD number reported
ShareNett Securities LLC BrokerCheck CRD 151011 ↗
FocusPoint Private Capital Group BrokerCheck CRD 122341 ↗
EDGAR ↗
Jan 8, 2021 D
Greenspring Early Stage II-G, L.P.
File 021-385729
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Jan 8, 2021 D
Greenspring Early Stage II-K, L.P.
File 021-385717
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Dec 30, 2020 D
Greenspring Global Partners X-K, L.P.
File 021-384790
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Dec 22, 2020 D
Greenspring Early Stage I-H, L.P.
File 021-384102
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2020 D
Greenspring SPV UT, L.P.
File 021-384104
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2020 D/A
Greenspring Micro III, L.P.
File 021-355981
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Tom Lawrence no CRD number reported
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors GmbH no CRD number reported
Bulltick, LLC BrokerCheck CRD 104005 ↗
Capital Advisory Partners New Zealand Limited no CRD number reported
GrovePeak, S.A.S. no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
PAS Advisory Services Pty Ltd no CRD number reported
EDGAR ↗
Nov 20, 2020 D
Greenspring GE VI-L, L.P.
File 021-381170
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2020 D
Greenspring GE VI-G, L.P.
File 021-381177
$0$0$0None listed on this filingEDGAR ↗
Nov 2, 2020 D/A
Greenspring Opportunities VI, L.P.
File 021-352527
$0 (est.)$0 (est.)$0PAS Advisory Services Pty Ltd no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
FPA Financial Corporation Pte Ltd. no CRD number reported
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors GmbH no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
EDGAR ↗
Nov 2, 2020 D/A
Greenspring Opportunities VI (Cayman), L.P.
File 021-356030
$0 (est.)$0 (est.)$0PAS Advisory Services Pty Ltd no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
FPA Financial Corporation Pte Ltd. no CRD number reported
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors GmbH no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
EDGAR ↗
Oct 28, 2020 D
Greenspring SPV VII-E, L.P.
File 021-379101
$0$0$0None listed on this filingEDGAR ↗
Jul 16, 2020 D
Greenspring Global Partners X, L.P.
File 021-371138
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Bulltick, LLC BrokerCheck CRD 104005 ↗
GrovePeak S.A.S. no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
FPA Financial Corporation Pte Ltd. no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors Gmbh no CRD number reported
Detlef Mackewicz no CRD number reported
EDGAR ↗
Jul 16, 2020 D
Greenspring Global Partners X-B, L.P.
File 021-371141
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Bulltick, LLC BrokerCheck CRD 104005 ↗
GrovePeak S.A.S. no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
FPA Financial Corporation Pte Ltd. no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors GmbH no CRD number reported
Detlef Mackewicz no CRD number reported
EDGAR ↗
Jul 16, 2020 D
Greenspring Global Partners X-G, L.P.
File 021-371145
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Jul 16, 2020 D
Greenspring Global Partners X (Strategic), L.P.
File 021-371147
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 16, 2020 D
Greenspring Global Partners X (Cayman), L.P.
File 021-371148
$0$0$0 (est.)
Indirectly, a fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Bulltick, LLC BrokerCheck CRD 104005 ↗
GrovePeak S.A.S. no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
FPA Financial Corporation Pte Ltd. no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors Gmbh no CRD number reported
Detlef Mackewicz no CRD number reported
EDGAR ↗
Jun 30, 2020 D
Greenspring Global Partners IX-V, L.P.
File 021-369914
$0$0$0None listed on this filingEDGAR ↗
May 19, 2020 D
Greenspring Global Partners IX-W, L.P.
File 021-367299
$0$0$0None listed on this filingEDGAR ↗
Jan 9, 2020 D
Greenspring Micro III-G, L.P.
File 021-357598
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Jan 6, 2020 D/A
Greenspring Secondaries Fund IV, L.P.
File 021-345529
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
RBC Wealth Management BrokerCheck CRD 31194 ↗
VCP Advisors LLC BrokerCheck CRD 169090 ↗
PAS Advisory Services Pty Ltd no CRD number reported
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors GmbH no CRD number reported
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
FPA Financial Corporation Pte Ltd. no CRD number reported
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
Monument Group, Inc. BrokerCheck CRD 36399 ↗
EDGAR ↗
Jan 6, 2020 D/A
Greenspring Secondaries Fund IV-D, L.P.
File 021-345530
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
RBC Wealth Management BrokerCheck CRD 31194 ↗
VCP Advisors LLC BrokerCheck CRD 169090 ↗
PAS Advisory Services Pty Ltd no CRD number reported
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors GmbH no CRD number reported
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
FPA Financial Corporation Pte Ltd. no CRD number reported
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
Monument Group, Inc. BrokerCheck CRD 36399 ↗
EDGAR ↗
Jan 6, 2020 D/A
Greenspring Secondaries Fund IV-K, L.P.
File 021-352417
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
RBC Wealth Management BrokerCheck CRD 31194 ↗
VCP Advisors LLC BrokerCheck CRD 169090 ↗
PAS Advisory Services Pty Ltd no CRD number reported
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors GmbH no CRD number reported
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
FPA Financial Corporation Pte Ltd. no CRD number reported
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
Monument Group, Inc. BrokerCheck CRD 36399 ↗
EDGAR ↗
Jan 6, 2020 D
Greenspring Secondaries Fund IV (Cayman), L.P.
File 021-357296
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
PAS Advisory Services Pty Ltd no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
FPA Financial Corporation Pte Ltd. no CRD number reported
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors GmbH no CRD number reported
EDGAR ↗
Dec 19, 2019 D
Greenspring Opportunities VI (Feeder), L.P.
File 021-356031
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
PAS Advisory Services Pty Ltd no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
FPA Financial Corporation Pte Ltd. no CRD number reported
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
CH Advisors GmbH no CRD number reported
EDGAR ↗
Dec 10, 2019 D
Greenspring SPV IX, L.P.
File 021-355219
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2019 D
Greenspring SPV VII, L.P.
File 021-355118
$0$0$0None listed on this filingEDGAR ↗
Nov 4, 2019 D
Greenspring Opportunities VI-D, L.P.
File 021-352528
$0 (est.)$0 (est.)$0
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗EDGAR ↗
May 3, 2019 D
Blackbird GSC, L.P.
File 021-338754
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 19, 2019 D
Greenspring SPV (AV IV), L.P.
File 021-337744
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 6, 2019 D
Greenspring GE V, L.P.
File 021-334189
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 15, 2019 D
Greenspring Early Stage I-G, L.P.
File 021-330553
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Jan 3, 2019 D
Greenspring Master G, L.P.
File 021-329567
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2018 D
Greenspring Global Partners IX, L.P.
File 021-328290
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
PAS Advisory Services Pty Ltd no CRD number reported
FPA Financial Corporation Pte Ltd. no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
EDGAR ↗
Dec 18, 2018 D
Greenspring Global Partners IX-B, L.P.
File 021-328307
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
PAS Advisory Services Pty Ltd no CRD number reported
FPA Financial Corporation Pte Ltd. no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
EDGAR ↗
Dec 18, 2018 D
Greenspring Global Partners IX-G, L.P.
File 021-328310
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Dec 18, 2018 D
Greenspring Global Partners IX-K, L.P.
File 021-328316
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗EDGAR ↗
Dec 18, 2018 D
Greenspring Global Partners IX (Cayman), L.P.
File 021-328321
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
PAS Advisory Services Pty Ltd no CRD number reported
FPA Financial Corporation Pte Ltd. no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
EDGAR ↗
Dec 18, 2018 D
Greenspring Global Partners IX (Strategic), L.P.
File 021-328325
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2018 D
Greenspring Micro II-G, L.P.
File 021-324398
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
FPA Financial Corporation Pte Ltd. no CRD number reportedEDGAR ↗
May 18, 2018 D
Greenspring Early Stage I, L.P.
File 021-312754
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
PAS Advisory Services Pty Ltd no CRD number reported
FPA Financial Corporation Pte Ltd. no CRD number reported
Monument Group, Inc. BrokerCheck CRD 36399 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
EDGAR ↗
Feb 5, 2018 D
Greenspring Impact I, L.P.
File 021-304834
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of committed capital will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
EDGAR ↗
Jan 19, 2018 D
Greenspring Growth Equity IV-A, L.P.
File 021-303677
$0$0$0None listed on this filingEDGAR ↗
Jan 19, 2018 D
Greenspring IL Special, L.P.
File 021-303678
$0$0$0None listed on this filingEDGAR ↗
Jan 5, 2018 D
Greenspring Opportunities V, L.P.
File 021-302494
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
PTP Securities, LLC BrokerCheck CRD 136832 ↗
PAS Advisory Services Pty Ltd no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
FPA Financial Corporation Pte Ltd. no CRD number reported
Capital Advisory Partners New Zealand Limited no CRD number reported
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
WaveCrest Securities, LLC BrokerCheck CRD 160135 ↗
EDGAR ↗
Jan 5, 2018 D
Greenspring Opportunities V-D, L.P.
File 021-302495
$0 (est.)$0 (est.)$0
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗EDGAR ↗
Dec 29, 2017 D
Greenspring IL Master, L.P.
File 021-302053
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2017 D
Greenspring Secondaries Fund III, L.P.
File 021-301284
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
Capital Advisory Partners New Zealand Limited no CRD number reported
Innovation Partners LLC BrokerCheck CRD 146344 ↗
Principle Advisory Services no CRD number reported
VCP Advisors, LLC BrokerCheck CRD 169090 ↗
EDGAR ↗
Nov 29, 2017 D
Greenspring Micro II, L.P.
File 021-299749
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
May 11, 2017 D/A
Greenspring Global Partners VIII-B, L.P.
File 021-276936
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Diversus Investment Advisers Pty Ltd. no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
Wavecrest Securities, LLC BrokerCheck CRD 160135 ↗
via Peter Hitt (CRD 2502468 ↗)

Capital Advisory Partners New Zealand Limited no CRD number reported
Stifel, Nicolaus & Company, Incorporated no CRD number reported
Seedchange Execution Services Inc. BrokerCheck CRD 165587 ↗
EDGAR ↗
May 11, 2017 D/A
Greenspring Global Partners VIII (Strategic), L.P.
File 021-276939
$0$0$0None listed on this filingEDGAR ↗
May 11, 2017 D/A
Greenspring Global Partners VIII, L.P.
File 021-276934
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Diversus Investment Advisers Pty Ltd. no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
Kronstein Alternative Investment Advisors GmbH no CRD number reported
Wavecrest Securities, LLC BrokerCheck CRD 160135 ↗
via Peter Hitt (CRD 2502468 ↗)

Capital Advisory Partners New Zealand Limited no CRD number reported
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Seedchange Execution Services Inc. BrokerCheck CRD 165587 ↗
EDGAR ↗
May 11, 2017 D/A
Greenspring Global Partners VIII-K, L.P.
File 021-283838
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Diversus Investment Advisers Pty Ltd. no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
EDGAR ↗
May 11, 2017 D
Greenspring Global Partners VIII (Feeder) SCSp
File 021-286568
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
VCP Advisors LLC BrokerCheck CRD 169090 ↗EDGAR ↗
Mar 31, 2017 D/A
Greenspring Micro I, L.P.
File 021-253686
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Mar 31, 2017 D
Greenspring SK Special, L.P.
File 021-283837
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly will be paid to an affiliate of the Issuer.
Diversus Investment Advisers Pty Ltd. no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
EDGAR ↗
Feb 14, 2017 D/A
Greenspring Opportunities IV, L.P.
File 021-253685
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital will be paid to an affiliate of the Issuer.
PTP Securities, LLC BrokerCheck CRD 136832 ↗
VCP Advisors LLC BrokerCheck CRD 169090 ↗
PAS Advisory Services Pty Ltd no CRD number reported
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
EDGAR ↗
Apr 19, 2016 D/A
Greenspring Secondaries Fund II, L.P.
File 021-253687
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
PTP Securities, LLC BrokerCheck CRD 136832 ↗
Diversus Investment Advisers Pty Ltd. no CRD number reported
VCP Advisors, LLC BrokerCheck CRD 169090 ↗
EDGAR ↗
Mar 8, 2016 D
Greenspring GW I, LP
File 021-258850
$0$0$0None listed on this filingEDGAR ↗
Mar 4, 2016 D
Greenspring GE IV, LP
File 021-258640
$0$0$0None listed on this filingEDGAR ↗
Apr 21, 2015 D
Greenspring Global Partners VII (Strategic), L.P.
File 021-238408
$0$0$0None listed on this filingEDGAR ↗
Apr 21, 2015 D
Greenspring Global Partners VII-D, L.P.
File 021-238410
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Apr 21, 2015 D
Greenspring Global Partners VII, L.P.
File 021-238409
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
PTP Securities, LLC BrokerCheck CRD 136832 ↗
Diversus Investment Advisers Pty Ltd. no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
EDGAR ↗
Apr 21, 2015 D
Greenspring Global Partners VII-B, L.P.
File 021-238406
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
PTP Securities, LLC BrokerCheck CRD 136832 ↗
Diversus Investment Advisers Pty Ltd. no CRD number reported
VCP Advisors LLC BrokerCheck CRD 169090 ↗
EDGAR ↗
Jun 23, 2014 D/A
Greenspring Opportunities III, L.P.
File 021-214427
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
ALFILUX Partners no CRD number reported
PAS Advisory Services (T/A Principle Advisory Services) no CRD number reported
Newcastle Distributors LLC BrokerCheck CRD 140096 ↗
VCP Advisors Limited no CRD number reported
EDGAR ↗
Apr 11, 2014 D/A
Greenspring Global Partners VI-B, L.P.
File 021-208508
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
ALFILUX Partners no CRD number reported
Newcastle Distributors LLC BrokerCheck CRD 140096 ↗
PAS Advisory Services (T/A Principle Advisory Services) no CRD number reported
EDGAR ↗
Mar 28, 2014 D
Greenspring Secondaries Fund I, L.P.
File 021-214430
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments will be paid to an affiliate of the Issuer.
ALFILUX Partners no CRD number reported
VCP Advisors Limited no CRD number reported
EDGAR ↗
Mar 27, 2014 D
Greenspring GE III, L.P.
File 021-214418
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2013 D
Greenspring Global Partners VI, L.P.
File 021-208507
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
ALFILUX Partners no CRD number reported
Newcastle Distributors LLC BrokerCheck CRD 140096 ↗
PAS Advisory Services (T/A Principle Advisory Services) no CRD number reported
EDGAR ↗
Dec 20, 2013 D
Greenspring Global Partners VI-D, L.P.
File 021-208510
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Dec 20, 2013 D
Greenspring Global Partners VI (Strategic), L.P.
File 021-208511
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of commitments (or, in later years, cost basis of certain securities) will be paid to an affiliate of the Issuer.
None listed on this filingEDGAR ↗
Jul 12, 2013 D/A
Greenspring Opportunities II-A, L.P.
File 021-170435
$0$0$0 (est.)
A fee for management services is calculated quarterly and based on a percentage of partner subscriptions.
Commerce Square Trading BrokerCheck CRD 26554 ↗
Trinity Group Limited no CRD number reported
Chaldon Associates, LLC no CRD number reported
Duncan Williams, Inc. BrokerCheck CRD 6950 ↗
Galileo Global Advisors LLC no CRD number reported
Principle Advisory Services Pty Ltd no CRD number reported
Tangent Capital Partners, LLC BrokerCheck CRD 146999 ↗
Champlain Advisors, LLC BrokerCheck CRD 129560 ↗
EDGAR ↗
Apr 10, 2013 D/A
Greenspring Opportunities II, L.P.
File 021-170433
$0 (est.)$0 (est.)$0 (est.)
A fee for management services is calculated quarterly and based on a percentage of partner subscriptions.
Commerce Square Trading, LLC BrokerCheck CRD 26554 ↗
Trinity Group Limited no CRD number reported
Chaldon Associates, LLC no CRD number reported
Duncan Williams, Inc. BrokerCheck CRD 6950 ↗
Galileo Global Advisors LLC no CRD number reported
Principle Advisory Services Pty Ltd no CRD number reported
Tangent Capital Partners, LLC BrokerCheck CRD 146999 ↗
Champlain Advisors LLC BrokerCheck CRD 129560 ↗
EDGAR ↗
Feb 14, 2013 D/A
Greenspring Opportunities II (Offshore), Ltd.
File 021-170436
$20,000 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of partner subscriptions.
Commerce Square Trading, LLC BrokerCheck CRD 26554 ↗
Trinity Group Limited no CRD number reported
Chaldon Associates, LLC no CRD number reported
Duncan Williams, Inc. BrokerCheck CRD 6950 ↗
Galileo Global Advisors LLC no CRD number reported
Principle Advisory Services Pty Ltd no CRD number reported
Champlain Advisors LLC BrokerCheck CRD 129560 ↗
EDGAR ↗
Oct 10, 2012 D/A
Greenspring Global Partners V (Strategic), L.P.
File 021-149191
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of partner subscriptions.
None listed on this filingEDGAR ↗
Jul 31, 2012 D/A
Greenspring Global Partners V-B, L.P.
File 021-149189
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of partner subscriptions.
Champlain Advisors, LLC BrokerCheck CRD 129560 ↗
Tangent Capital Partners, LLC BrokerCheck CRD 146999 ↗
Principle Advisory Services no CRD number reported
Trinity Group Limited no CRD number reported
Galileo Global Securities, LLC BrokerCheck CRD 140076 ↗
EDGAR ↗
Jul 31, 2012 D/A
Greenspring Global Partners V-D, L.P.
File 021-163776
$0 (est.)$0 (est.)$0 (est.)
A fee for management services calculated quarterly and based on a percentage of partner subscriptions.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Morgan Keegan & Company, Inc. BrokerCheck CRD 4161 ↗
EDGAR ↗
Oct 14, 2011 D/A
Greenspring Global Partners V, L.P.
File 021-149187
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of partner subscriptions.
None listed on this filingEDGAR ↗
Oct 18, 2010 D
Greenspring Global Partners V-A, L.P.
File 021-149188
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of partner subscriptions.
None listed on this filingEDGAR ↗
Jul 29, 2010 D
Greenspring Growth Equity II, L.P.
File 021-145625
$0$0$0 (est.)
A fee for management services calculated quarterly and based on a percentage of invested capital.
None listed on this filingEDGAR ↗
Jul 29, 2010 D
Greenspring GE II (Offshore), L.P.
File 021-145626
$0$0$0 (est.)
Proceeds to be paid to Greenspring Growth Equity II, L.P. which will pay a fee to persons described in Item 3, as set forth in its offering documents.
None listed on this filingEDGAR ↗
Mar 8, 2010 D
MN BA SPV, L.P.
File 021-139323
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 168

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners IV-R, L.P.

Owings Mills, MD · Dec 19, 2025
  • Dec 19, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC 2025-AL5 LP

Owings Mills, MD · Nov 12, 2025
  • Nov 12, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Wabash Fund II LP

Owings Mills, MD · Aug 21, 2025
  • Aug 21, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XII ND (Cayman) LP

Owings Mills, MD · Apr 14, 2025 → Jul 31, 2025 · 2 filings
  • Jul 31, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗
  • Apr 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

Raised $833.7M as of the latest filing. James is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XII ND LP

Owings Mills, MD · Apr 14, 2025 → Jul 31, 2025 · 2 filings
  • Jul 31, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗
  • Apr 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

Raised $833.7M as of the latest filing. James is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Blockchain II (Cayman), L.P.

La Jolla, CA · Jul 23, 2025
  • Jul 23, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $2.73M from 18 investors as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Blockchain II, L.P.

Owings Mills, MD · Jul 23, 2025
  • Jul 23, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $22.3M from 57 investors as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Micro Growth Equity Partners V (Cayman) LP

Owings Mills, MD · Jul 15, 2025
  • Jul 15, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

Raised $43.5M from 5 investors as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Micro Growth Equity Partners V LP

Owings Mills, MD · Jul 15, 2025
  • Jul 15, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

Raised $39M from 21 investors as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XII (Lux Feeder) SCSp, SICAV-RAIF

Owings Mills, MD · Jun 25, 2025
  • Jun 25, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

Raised $833.7M from 4 investors as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XII (Lux) SCSp, SICAV-RAIF

Owings Mills, MD · Jun 25, 2025
  • Jun 25, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

Raised $833.7M from 1 investor as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC 2025-C20 LP

Owings Mills, MD · Jun 10, 2025
  • Jun 10, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC 2025-FDC LP

Owings Mills, MD · Jun 5, 2025
  • Jun 5, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Micro V (Cayman) LP

La Jolla, CA · Jun 3, 2024 → May 27, 2025 · 2 filings
  • May 27, 2025 · D/A · $56,615,383 sold of Indefinite · 7 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Jun 3, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $56.6M from 7 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Micro V LP

La Jolla, CA · Jun 3, 2024 → May 27, 2025 · 2 filings
  • May 27, 2025 · D/A · $157,045,000 sold of Indefinite · 30 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Jun 3, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $157M from 30 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC 2025-RX LP

Owings Mills, MD · May 13, 2025
  • May 13, 2025 · D · $5,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

Raised $5M from 2 investors as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XII (Cayman) LP

Owings Mills, MD · Apr 14, 2025
  • Apr 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

Raised $833.7M from 34 investors as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XII LP

Owings Mills, MD · Apr 14, 2025
  • Apr 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

Raised $833.7M from 131 investors as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC F-III LP

Owings Mills, MD · Mar 20, 2025
  • Mar 20, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC 2024-CW LP

Owings Mills, MD · Dec 20, 2024
  • Dec 20, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Wabash Fund LP

La Jolla, CA · Dec 2, 2022 → Dec 3, 2024 · 3 filings
  • Dec 3, 2024 · D/A · $120,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Dec 1, 2023 · D/A · $60,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Dec 2, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $120M from 1 investor as of the latest filing. James is listed as director on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC 2023-AGVII LP

Owings Mills, MD · Nov 22, 2024
  • Nov 22, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Early Stage III (Cayman), L.P.

La Jolla, CA · Nov 3, 2022 → Nov 1, 2024 · 3 filings
  • Nov 1, 2024 · D/A · $8,860,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗
  • Nov 3, 2023 · D/A · $8,750,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗
  • Nov 3, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $8.86M from 9 investors as of the latest filing. James is listed as director on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Early Stage III, L.P.

La Jolla, CA · Nov 3, 2022 → Nov 1, 2024 · 3 filings
  • Nov 1, 2024 · D/A · $144,810,200 sold of Indefinite · 66 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Nov 3, 2023 · D/A · $134,700,200 sold of Indefinite · 35 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Nov 3, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $144.8M from 66 investors as of the latest filing. James is listed as director on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Zilker Fund LP

Owings Mills, MD · Sep 25, 2023 → Sep 25, 2024 · 2 filings
  • Sep 25, 2024 · D/A · $200,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗
  • Sep 25, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $200M from 1 investor as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC 2023-ROV LP

Owings Mills, MD · Jun 6, 2024
  • Jun 6, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Bravo LP

Owings Mills, MD · Apr 26, 2024
  • Apr 26, 2024 · D · $30,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $30M from 1 investor as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Bravo (Cayman) LP

Grand Cayman, Cayman Islands (as filed: E9) · Apr 26, 2024
  • Apr 26, 2024 · D · $30,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $30M from 1 investor as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC 2022-CCT LP

La Jolla, CA · Dec 20, 2022 → Mar 19, 2024 · 2 filings
  • Mar 19, 2024 · D/A · $50,700,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Dec 20, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $50.7M from 17 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Rosa Special Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Mar 8, 2023 → Mar 8, 2024 · 2 filings
  • Mar 8, 2024 · D/A · $10,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗
  • Mar 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $10K from 1 investor as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Rosa Master Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Mar 8, 2023 → Mar 8, 2024 · 2 filings
  • Mar 8, 2024 · D/A · $106,791,600 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗
  • Mar 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $106.8M from 1 investor as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC CAPI Fund (Cayman) LP

Owings Mills, MD · Mar 1, 2024
  • Mar 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC CAPI Fund LP

Owings Mills, MD · Mar 1, 2024
  • Mar 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Diversity II (Cayman), L.P.

La Jolla, CA · Mar 2, 2023 → Feb 29, 2024 · 2 filings
  • Feb 29, 2024 · D/A · $5,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗
  • Mar 2, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $5M from 1 investor as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Diversity II, L.P.

La Jolla, CA · Mar 2, 2023 → Feb 29, 2024 · 2 filings
  • Feb 29, 2024 · D/A · $56,210,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗
  • Mar 2, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $56.2M from 8 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Tilad Fund (Cayman) LP

Grand Cayman, Cayman Islands (as filed: E9) · Feb 29, 2024
  • Feb 29, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Tilad Fund LP

Owings Mills, MD · Feb 29, 2024
  • Feb 29, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Mesa Fund II LP

Owings Mills, MD · Feb 1, 2024
  • Feb 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC 2023-PVP, LLC

Owings Mills, MD · Dec 26, 2023
  • Dec 26, 2023 · D · $89,602,947 sold of $89,602,947 · 8 investors · min. $4,000,000 · role: Executive Officer (Partner of StepStone.) EDGAR ↗

Raised $89.6M from 8 investors (100% of the $89.6M target) as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC 2023-Beta HF Holding LP

Owings Mills, MD · Dec 19, 2023
  • Dec 19, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Opportunities VII, L.P.

Owings Mills, MD · Dec 16, 2021 → Dec 15, 2023 · 3 filings
  • Dec 15, 2023 · D/A · $484,822,968 sold of Indefinite · 386 investors · min. $15,000 · role: Executive Officer (Partner of StepStone.) EDGAR ↗
  • Dec 16, 2022 · D/A · $479,800,301 sold of Indefinite · 384 investors · min. $15,000 · role: Director (Partner of StepStone.) EDGAR ↗
  • Dec 16, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $484.8M from 386 investors as of the latest filing. James is listed as executive officer, director on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Opportunities VII (Cayman), L.P.

Owings Mills, MD · Dec 16, 2021 → Dec 15, 2023 · 3 filings
  • Dec 15, 2023 · D/A · $309,905,000 sold of Indefinite · 66 investors · min. $30,000 · role: Executive Officer (Partner of StepStone.) EDGAR ↗
  • Dec 16, 2022 · D/A · $309,905,000 sold of Indefinite · 66 investors · min. $30,000 · role: Director (Partner of StepStone.) EDGAR ↗
  • Dec 16, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $309.9M from 66 investors as of the latest filing. James is listed as executive officer, director on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XI-K LP

La Jolla, CA · Nov 30, 2023
  • Nov 30, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners ND LP

La Jolla, CA · Nov 30, 2023
  • Nov 30, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners ND (Cayman) LP

La Jolla, CA · Nov 30, 2023
  • Nov 30, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund VI (Lux Feeder) SCSp, SICAV-RAIF

Owings Mills, MD · Sep 26, 2023
  • Sep 26, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund VI (Lux) SCSp, SICAV-RAIF

Owings Mills, MD · Sep 26, 2023
  • Sep 26, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund ND (Cayman) LP

Owings Mills, MD · Sep 21, 2023
  • Sep 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund VI-K LP

Owings Mills, MD · Sep 21, 2023
  • Sep 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund VI-B LP

Owings Mills, MD · Sep 21, 2023
  • Sep 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund VI-M (Cayman) LP

Owings Mills, MD · Sep 21, 2023
  • Sep 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund VI-M LP

Owings Mills, MD · Sep 21, 2023
  • Sep 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund ND LP

Owings Mills, MD · Sep 21, 2023
  • Sep 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund VI LP

Owings Mills, MD · Sep 21, 2023
  • Sep 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund VI (Cayman) LP

Owings Mills, MD · Sep 21, 2023
  • Sep 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XI-B LP

La Jolla, CA · Jul 28, 2022 → Jul 28, 2023 · 2 filings
  • Jul 28, 2023 · D/A · $409,266,667 sold of Indefinite · 230 investors · min. $10,000 · role: Director (Partner of StepStone.) EDGAR ↗
  • Jul 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $409.3M from 230 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XI (Cayman) LP

La Jolla, CA · Jul 28, 2022 → Jul 28, 2023 · 2 filings
  • Jul 28, 2023 · D/A · $315,477,900 sold of Indefinite · 59 investors · min. $10,000 · role: Director (Partner of StepStone.) EDGAR ↗
  • Jul 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $315.5M from 59 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XI LP

La Jolla, CA · Jul 28, 2022 → Jul 28, 2023 · 2 filings
  • Jul 28, 2023 · D/A · $25,850,000 sold of Indefinite · 13 investors · min. $150,000 · role: Director (Partner of StepStone.) EDGAR ↗
  • Jul 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $25.9M from 13 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Global Partners XI (Strategic) LP

La Jolla, CA · Jul 28, 2022 → Jul 28, 2023 · 2 filings
  • Jul 28, 2023 · D/A · $9,375,000 sold of Indefinite · 36 investors · min. $25,000 · role: Director (Partner of StepStone.) EDGAR ↗
  • Jul 28, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $9.38M from 36 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Blockchain I (Cayman), L.P.

La Jolla, CA · Jun 6, 2022 → May 30, 2023 · 2 filings
  • May 30, 2023 · D/A · $25,315,000 sold of Indefinite · 41 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗
  • Jun 6, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $25.3M from 41 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Blockchain I, L.P.

La Jolla, CA · Jun 3, 2022 → May 30, 2023 · 2 filings
  • May 30, 2023 · D/A · $71,225,000 sold of Indefinite · 100 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗
  • Jun 3, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone) EDGAR ↗

Raised $71.2M from 100 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Mesa Fund LP

La Jolla, CA · Feb 14, 2023
  • Feb 14, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Ferwa Fund LP

La Jolla, CA · Nov 7, 2022
  • Nov 7, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC D-I LP

La Jolla, CA · Sep 15, 2022
  • Sep 15, 2022 · D · $0 sold of Indefinite · 3 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

3 investors reported; no amount sold yet as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC IX-R, L.P.

La Jolla, CA · May 2, 2022
  • May 2, 2022 · D · $25,000,000 sold of $25,000,000 · 7 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $25M from 7 investors (100% of the $25M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone iCapital Special, L.P.

La Jolla, CA · Apr 29, 2022
  • Apr 29, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone iCapital Master VC, L.P.

La Jolla, CA · Apr 11, 2022
  • Apr 11, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC F-II, L.P.

La Jolla, CA · Feb 14, 2022
  • Feb 14, 2022 · D · $30,000,000 sold of $40,000,000 · 3 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $30M from 3 investors (75% of the $40M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC X-V, L.P.

La Jolla, CA · Jan 24, 2022
  • Jan 24, 2022 · D · $10,250,000 sold of $10,250,000 · 7 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $10.3M from 7 investors (100% of the $10.3M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund V-B, L.P.

La Jolla, CA · Jan 3, 2022
  • Jan 3, 2022 · D · $2,308,054,800 sold of Indefinite · 339 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $2.31B from 339 investors as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund V-D, L.P.

La Jolla, CA · Nov 15, 2021 → Jan 3, 2022 · 2 filings
  • Jan 3, 2022 · D/A · $2,308,054,800 sold of Indefinite · 133 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Nov 15, 2021 · D · $2,129,596,800 sold of Indefinite · 1,252 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

Raised $2.31B from 1,252 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund V (Cayman), L.P.

La Jolla, CA · Mar 23, 2021 → Jan 3, 2022 · 4 filings
  • Jan 3, 2022 · D/A · $2,308,054,800 sold of Indefinite · 234 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Nov 12, 2021 · D/A · $2,129,596,800 sold of Indefinite · 1,252 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Jun 4, 2021 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗
  • Mar 23, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

Raised $2.31B from 1,252 investors as of the latest filing. James is listed as director on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Secondaries Fund V, L.P.

La Jolla, CA · Mar 23, 2021 → Jan 3, 2022 · 4 filings
  • Jan 3, 2022 · D/A · $2,308,054,800 sold of Indefinite · 894 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Nov 12, 2021 · D/A · $2,129,596,800 sold of Indefinite · 1,252 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Jun 4, 2021 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗
  • Mar 23, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

Raised $2.31B from 1,252 investors as of the latest filing. James is listed as director on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Micro IV, L.P.

La Jolla, CA · Dec 27, 2021
  • Dec 27, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone VC Opportunities VII-D, L.P.

La Jolla, CA · Dec 27, 2021
  • Dec 27, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone IL Master II, L.P.

Owings Mills, MD · Mar 30, 2020 → Dec 2, 2021 · 2 filings
  • Dec 2, 2021 · D/A · $275,400,802 sold of $275,400,802 · 1 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Mar 30, 2020 · D · $200,400,802 sold of $200,400,802 · 1 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $275.4M from 1 investor (100% of the $275.4M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone IL Special II, L.P.

Owings Mills, MD · Mar 30, 2020 → Dec 2, 2021 · 2 filings
  • Dec 2, 2021 · D/A · $150,000,000 sold of $150,000,000 · 1 investors · min. No minimum reported · role: Director (Partner of StepStone.) EDGAR ↗
  • Mar 30, 2020 · D · $100,000,000 sold of $100,000,000 · 1 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $150M from 1 investor (100% of the $150M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Early Stage I-LH, L.P.

Owings Mills, MD · Jul 26, 2021
  • Jul 26, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Impact II, L.P.

Owings Mills, MD · Jun 24, 2021 → Jul 12, 2021 · 2 filings
  • Jul 12, 2021 · D/A · $25,000,000 sold of Indefinite · 55 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗
  • Jun 24, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

Raised $25M from 55 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Asia Fund I, L.P.

Owings Mills, MD · Jul 31, 2020 → Mar 30, 2021 · 2 filings
  • Mar 30, 2021 · D/A · $240,589,492 sold of Indefinite · 37 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗
  • Jul 31, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Member of the GP LLC.) EDGAR ↗

Raised $240.6M from 37 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring GE VI-R, L.P.

Owings Mills, MD · Mar 24, 2021
  • Mar 24, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners X-IC, L.P.

Owings Mills, MD · Feb 19, 2021
  • Feb 19, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Asia Fund I-K, L.P.

Owings Mills, MD · Jan 13, 2021
  • Jan 13, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Diversity I-G, L.P.

Owings Mills, MD · Jan 8, 2021
  • Jan 8, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Diversity I (Cayman), L.P.

Owings Mills, MD · Jan 8, 2021
  • Jan 8, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Early Stage II-G, L.P.

Owings Mills, MD · Jan 8, 2021
  • Jan 8, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Diversity I, L.P.

Owings Mills, MD · Jan 8, 2021
  • Jan 8, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Early Stage II, L.P.

Owings Mills, MD · Jan 8, 2021
  • Jan 8, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Early Stage II-K, L.P.

Owings Mills, MD · Jan 8, 2021
  • Jan 8, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners X-K, L.P.

Owings Mills, MD · Dec 30, 2020
  • Dec 30, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring SPV UT, L.P.

Owings Mills, MD · Dec 22, 2020
  • Dec 22, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Early Stage I-H, L.P.

Owings Mills, MD · Dec 22, 2020
  • Dec 22, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Micro III, L.P.

Owings Mills, MD · Dec 19, 2019 → Dec 18, 2020 · 2 filings
  • Dec 18, 2020 · D/A · $145,645,000 sold of Indefinite · 28 investors · min. $100,000 · role: Director (Managing General Partner of Greenspring.) EDGAR ↗
  • Dec 19, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $145.6M from 28 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring GE VI-G, L.P.

Owings Mills, MD · Nov 20, 2020
  • Nov 20, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring GE VI-L, L.P.

Owings Mills, MD · Nov 20, 2020
  • Nov 20, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities VI (Cayman), L.P.

Owings Mills, MD · Dec 19, 2019 → Nov 2, 2020 · 2 filings
  • Nov 2, 2020 · D/A · $68,450,000 sold of Indefinite · 12 investors · min. $250,000 · role: Director (Director of Greenspring.) EDGAR ↗
  • Dec 19, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $68.5M from 12 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities VI, L.P.

Owings Mills, MD · Nov 4, 2019 → Nov 2, 2020 · 2 filings
  • Nov 2, 2020 · D/A · $578,180,000 sold of Indefinite · 457 investors · min. $30,000 · role: Director (Director of Greenspring.) EDGAR ↗
  • Nov 4, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $578.2M from 457 investors as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring SPV VII-E, L.P.

Owings Mills, MD · Oct 28, 2020
  • Oct 28, 2020 · D · $2,846,363 sold of Indefinite · 10 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

Raised $2.85M from 10 investors as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners X (Strategic), L.P.

Owings Mills, MD · Jul 16, 2020
  • Jul 16, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners X (Cayman), L.P.

Owings Mills, MD · Jul 16, 2020
  • Jul 16, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners X-B, L.P.

Owings Mills, MD · Jul 16, 2020
  • Jul 16, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners X, L.P.

Owings Mills, MD · Jul 16, 2020
  • Jul 16, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners X-G, L.P.

Owings Mills, MD · Jul 16, 2020
  • Jul 16, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Managing General Partner of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners IX-V, L.P.

Owings Mills, MD · Jun 30, 2020
  • Jun 30, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners IX-W, L.P.

Owings Mills, MD · May 19, 2020
  • May 19, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Micro III-G, L.P.

Owings Mills, MD · Jan 9, 2020
  • Jan 9, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Secondaries Fund IV-D, L.P.

Owings Mills, MD · Jul 31, 2019 → Jan 6, 2020 · 2 filings
  • Jan 6, 2020 · D/A · $800,000,000 sold of $800,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗
  • Jul 31, 2019 · D · $0 sold of $600,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $800M (100% of the $800M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Secondaries Fund IV, L.P.

Owings Mills, MD · Jul 31, 2019 → Jan 6, 2020 · 2 filings
  • Jan 6, 2020 · D/A · $800,000,000 sold of $800,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗
  • Jul 31, 2019 · D · $0 sold of $600,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $800M (100% of the $800M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Secondaries Fund IV-K, L.P.

Owings Mills, MD · Nov 1, 2019 → Jan 6, 2020 · 2 filings
  • Jan 6, 2020 · D/A · $800,000,000 sold of $800,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗
  • Nov 1, 2019 · D · $104,450,000 sold of $600,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $800M (100% of the $800M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Secondaries Fund IV (Cayman), L.P.

Owings Mills, MD · Jan 6, 2020
  • Jan 6, 2020 · D · $800,000,000 sold of $800,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $800M (100% of the $800M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities VI (Feeder), L.P.

Owings Mills, MD · Dec 19, 2019
  • Dec 19, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring SPV IX, L.P.

Owings Mills, MD · Dec 10, 2019
  • Dec 10, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring SPV VII, L.P.

Owings Mills, MD · Dec 9, 2019
  • Dec 9, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities VI-D, L.P.

Owings Mills, MD · Nov 4, 2019
  • Nov 4, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Blackbird GSC, L.P.

Owings Mills, MD · May 3, 2019
  • May 3, 2019 · D · $1,750,000 sold of $1,750,000 · 1 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $1.75M from 1 investor (100% of the $1.75M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring SPV (AV IV), L.P.

Owings Mills, MD · Apr 19, 2019
  • Apr 19, 2019 · D · $55,825,000 sold of $55,825,000 · 50 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $55.8M from 50 investors (100% of the $55.8M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring GE V, L.P.

Owings Mills, MD · Mar 6, 2019
  • Mar 6, 2019 · D · $20,000,000 sold of $20,000,000 · 3 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $20M from 3 investors (100% of the $20M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Early Stage I-G, L.P.

Owings Mills, MD · Jan 15, 2019
  • Jan 15, 2019 · D · $35,233,334 sold of $35,233,334 · 1 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $35.2M from 1 investor (100% of the $35.2M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Master G, L.P.

Owings Mills, MD · Jan 3, 2019
  • Jan 3, 2019 · D · $100,000,000 sold of $100,000,000 · 1 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $100M from 1 investor (100% of the $100M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners IX (Strategic), L.P.

Owings Mills, MD · Dec 18, 2018
  • Dec 18, 2018 · D · $0 sold of $10,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners IX (Cayman), L.P.

Owings Mills, MD · Dec 18, 2018
  • Dec 18, 2018 · D · $0 sold of $123,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners IX-K, L.P.

Owings Mills, MD · Dec 18, 2018
  • Dec 18, 2018 · D · $0 sold of $35,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners IX-G, L.P.

Owings Mills, MD · Dec 18, 2018
  • Dec 18, 2018 · D · $0 sold of $41,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners IX-B, L.P.

Owings Mills, MD · Dec 18, 2018
  • Dec 18, 2018 · D · $0 sold of $881,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners IX, L.P.

Owings Mills, MD · Dec 18, 2018
  • Dec 18, 2018 · D · $0 sold of $23,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Micro II-G, L.P.

Owings Mills, MD · Oct 25, 2018
  • Oct 25, 2018 · D · $151,000,000 sold of $151,000,000 · 55 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $151M from 55 investors (100% of the $151M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Early Stage I, L.P.

Owings Mills, MD · May 18, 2018
  • May 18, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Impact I, L.P.

Owings Mills, MD · Feb 5, 2018
  • Feb 5, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring IL Special, L.P.

Owings Mills, MD · Jan 19, 2018
  • Jan 19, 2018 · D · $600,000,000 sold of $600,000,000 · 1 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $600M from 1 investor (100% of the $600M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Growth Equity IV-A, L.P.

Owings Mills, MD · Jan 19, 2018
  • Jan 19, 2018 · D · $106,412,824 sold of $106,412,824 · 1 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $106.4M from 1 investor (100% of the $106.4M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities V-D, L.P.

Owings Mills, MD · Jan 5, 2018
  • Jan 5, 2018 · D · $39,951,750 sold of $39,951,750 · 126 investors · min. $100,000 · role: Director (Director of Greenspring.) EDGAR ↗

Raised $40M from 126 investors (100% of the $40M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities V, L.P.

Owings Mills, MD · Jan 5, 2018
  • Jan 5, 2018 · D · $435,048,250 sold of $435,048,250 · 307 investors · min. $23,000 · role: Director (Director of Greenspring.) EDGAR ↗

Raised $435M from 307 investors (100% of the $435M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring IL Master, L.P.

Owings Mills, MD · Dec 29, 2017
  • Dec 29, 2017 · D · $826,653,307 sold of $826,653,307 · 1 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $826.7M from 1 investor (100% of the $826.7M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Secondaries Fund III, L.P.

Owings Mills, MD · Dec 20, 2017
  • Dec 20, 2017 · D · $0 sold of $325,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Micro II, L.P.

Owings Mills, MD · Nov 29, 2017
  • Nov 29, 2017 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VIII (Feeder) SCSp

Owings Mills, MD · May 11, 2017
  • May 11, 2017 · D · $40,242,211 sold of $40,242,211 · 18 investors · min. $218,337 · role: Director (Managing General Partner of Greenspring) EDGAR ↗

Raised $40.2M from 18 investors (100% of the $40.2M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VIII (Strategic), L.P.

Owings Mills, MD · Dec 22, 2016 → May 11, 2017 · 2 filings
  • May 11, 2017 · D/A · $5,676,000 sold of $5,676,000 · 32 investors · min. $25,000 · role: Director (Director of the GP Ltd.) EDGAR ↗
  • Dec 22, 2016 · D · $0 sold of $10,000,000 · 0 investors · min. No minimum reported · role: Director (Director of the GP Ltd.) EDGAR ↗

Raised $5.68M from 32 investors (100% of the $5.68M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VIII-K, L.P.

Owings Mills, MD · Mar 31, 2017 → May 11, 2017 · 2 filings
  • May 11, 2017 · D/A · $50,505,000 sold of $50,505,000 · 2 investors · min. $50,000,000 · role: Director (Director of the GP Ltd.) EDGAR ↗
  • Mar 31, 2017 · D · $50,000,000 sold of $50,000,000 · 1 investors · min. No minimum reported · role: Director (Director of the GP Ltd.) EDGAR ↗

Raised $50.5M from 2 investors (100% of the $50.5M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VIII, L.P.

Owings Mills, MD · Dec 22, 2016 → May 11, 2017 · 2 filings
  • May 11, 2017 · D/A · $30,941,777 sold of $30,941,777 · 18 investors · min. $31,663 · role: Director (Director of the GP Ltd.) EDGAR ↗
  • Dec 22, 2016 · D · $0 sold of $30,000,000 · 0 investors · min. No minimum reported · role: Director (Director of the GP Ltd.) EDGAR ↗

Raised $30.9M from 18 investors (100% of the $30.9M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VIII-B, L.P.

Owings Mills, MD · Dec 22, 2016 → May 11, 2017 · 2 filings
  • May 11, 2017 · D/A · $467,635,012 sold of $467,635,012 · 230 investors · min. $43,667 · role: Director (Director of the GP Ltd.) EDGAR ↗
  • Dec 22, 2016 · D · $0 sold of $410,000,000 · 0 investors · min. No minimum reported · role: Director (Director of the GP Ltd.) EDGAR ↗

Raised $467.6M from 230 investors (100% of the $467.6M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Micro I, L.P.

Owings Mills, MD · Dec 22, 2015 → Mar 31, 2017 · 2 filings
  • Mar 31, 2017 · D/A · $68,050,000 sold of $70,000,000 · 20 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗
  • Dec 22, 2015 · D · $0 sold of $50,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $68M from 20 investors (97% of the $70M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring SK Special, L.P.

Owings Mills, MD · Mar 31, 2017
  • Mar 31, 2017 · D · $100,000,000 sold of $100,000,000 · 1 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $100M from 1 investor (100% of the $100M target) as of the latest filing. James is listed as director.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities IV, L.P.

Owings Mills, MD · Dec 22, 2015 → Feb 14, 2017 · 4 filings
  • Feb 14, 2017 · D/A · $330,000,000 sold of $330,000,000 · 212 investors · min. $15,000 · role: Director (Director of Greenspring.) EDGAR ↗
  • Dec 16, 2016 · D/A · $325,000,000 sold of $325,000,000 · 201 investors · min. $15,000 · role: Director (Director of Greenspring.) EDGAR ↗
  • Apr 27, 2016 · D/A · $250,018,727 sold of $275,000,000 · 139 investors · min. $15,000 · role: Director (Director of Greenspring.) EDGAR ↗
  • Dec 22, 2015 · D · $0 sold of $225,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $330M from 212 investors (100% of the $330M target) as of the latest filing. James is listed as director on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Secondaries Fund II, L.P.

Owings Mills, MD · Dec 23, 2015 → Apr 19, 2016 · 2 filings
  • Apr 19, 2016 · D/A · $187,235,000 sold of $200,000,000 · 66 investors · min. $60,000 · role: Director (Director of Greenspring.) EDGAR ↗
  • Dec 23, 2015 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $187.2M from 66 investors (94% of the $200M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring GW I, LP

Owings Mills, MD · Mar 8, 2016
  • Mar 8, 2016 · D · $20,000,000 sold of $20,000,000 · 3 investors · min. No minimum reported · role: Executive Officer (Vice President of Greenspring.) EDGAR ↗

Raised $20M from 3 investors (100% of the $20M target) as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring GE IV, LP

Owings Mills, MD · Mar 4, 2016
  • Mar 4, 2016 · D · $9,166,666 sold of $9,166,666 · 2 investors · min. No minimum reported · role: Executive Officer (Vice President of Greenspring.) EDGAR ↗

Raised $9.17M from 2 investors (100% of the $9.17M target) as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VII-D, L.P.

Owings Mills, MD · Apr 21, 2015
  • Apr 21, 2015 · D · $0 sold of $12,500,000 · 0 investors · min. No minimum reported · role: Director (Director of the GP Ltd.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VII, L.P.

Owings Mills, MD · Apr 21, 2015
  • Apr 21, 2015 · D · $0 sold of $30,000,000 · 0 investors · min. No minimum reported · role: Director (Director of the GP Ltd.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VII (Strategic), L.P.

Owings Mills, MD · Apr 21, 2015
  • Apr 21, 2015 · D · $0 sold of $8,000,000 · 0 investors · min. No minimum reported · role: Director (Director of the GP Ltd.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VII-B, L.P.

Owings Mills, MD · Apr 21, 2015
  • Apr 21, 2015 · D · $0 sold of $399,500,000 · 0 investors · min. No minimum reported · role: Director (Director of the GP Ltd.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities III, L.P.

Owings Mills, MD · Mar 28, 2014 → Jun 23, 2014 · 2 filings
  • Jun 23, 2014 · D/A · $152,265,000 sold of $175,000,000 · 78 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗
  • Mar 28, 2014 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $152.3M from 78 investors (87% of the $175M target) as of the latest filing. James is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VI-B, L.P.

Owings Mills, MD · Dec 20, 2013 → Apr 11, 2014 · 3 filings
  • Apr 11, 2014 · D/A · $268,700,000 sold of $268,700,000 · 95 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗
  • Feb 13, 2014 · D/A · $182,800,000 sold of $200,000,000 · 34 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗
  • Dec 20, 2013 · D · $0 sold of $115,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

Raised $268.7M from 95 investors (100% of the $268.7M target) as of the latest filing. James is listed as director on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Secondaries Fund I, L.P.

Owings Mills, MD · Mar 28, 2014
  • Mar 28, 2014 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring GE III, L.P.

Owings Mills, MD · Mar 27, 2014
  • Mar 27, 2014 · D · $25,000,000 sold of $25,000,000 · 3 investors · min. No minimum reported · role: Executive Officer (Vice President of Greenspring.) EDGAR ↗

Raised $25M from 3 investors (100% of the $25M target) as of the latest filing. James is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VI (Strategic), L.P.

Owings Mills, MD · Dec 20, 2013
  • Dec 20, 2013 · D · $0 sold of $15,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VI-D, L.P.

Owings Mills, MD · Dec 20, 2013
  • Dec 20, 2013 · D · $0 sold of $30,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners VI, L.P.

Owings Mills, MD · Dec 20, 2013
  • Dec 20, 2013 · D · $0 sold of $115,000,000 · 0 investors · min. No minimum reported · role: Director (Director of Greenspring.) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities II-A, L.P.

Owings Mills, MD · Dec 21, 2011 → Jul 12, 2013 · 4 filings
  • Jul 12, 2013 · D/A · $28,625,000 sold of $28,625,000 · 31 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Apr 10, 2013 · D/A · $13,100,000 sold of $20,000,000 · 15 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Feb 14, 2013 · D/A · $7,350,000 sold of $20,000,000 · 8 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Dec 21, 2011 · D · $0 sold of $10,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗

Raised $28.6M from 31 investors (100% of the $28.6M target) as of the latest filing. James is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities II, L.P.

Owings Mills, MD · Dec 21, 2011 → Apr 10, 2013 · 3 filings
  • Apr 10, 2013 · D/A · $61,690,000 sold of $70,000,000 · 31 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Feb 14, 2013 · D/A · $53,775,000 sold of $70,000,000 · 30 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Dec 21, 2011 · D · $0 sold of $40,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗

Raised $61.7M from 31 investors (88% of the $70M target) as of the latest filing. James is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Opportunities II (Offshore), Ltd.

Owings Mills, MD · Dec 21, 2011 → Feb 14, 2013 · 2 filings
  • Feb 14, 2013 · D/A · $2,450,000 sold of $10,000,000 · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 21, 2011 · D · $0 sold of $10,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.45M from 5 investors (25% of the $10M target) as of the latest filing. James is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners V (Strategic), L.P.

Owings Mills, MD · Oct 18, 2010 → Oct 10, 2012 · 3 filings
  • Oct 10, 2012 · D/A · $7,790,000 sold of $7,790,000 · 29 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Oct 14, 2011 · D/A · $4,275,000 sold of $5,000,000 · 21 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Oct 18, 2010 · D · $0 sold of $5,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗

Raised $7.79M from 29 investors (100% of the $7.79M target) as of the latest filing. James is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners V-B, L.P.

Owings Mills, MD · Oct 18, 2010 → Jul 31, 2012 · 3 filings
  • Jul 31, 2012 · D/A · $256,175,000 sold of $315,000,000 · 82 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Aug 4, 2011 · D/A · $155,450,000 sold of $265,000,000 · 28 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Oct 18, 2010 · D · $0 sold of $265,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗

Raised $256.2M from 82 investors (81% of the $315M target) as of the latest filing. James is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners V-D, L.P.

Owings Mills, MD · Aug 1, 2011 → Jul 31, 2012 · 2 filings
  • Jul 31, 2012 · D/A · $17,817,500 sold of $30,000,000 · 40 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Aug 1, 2011 · D · $0 sold of $25,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗

Raised $17.8M from 40 investors (59% of the $30M target) as of the latest filing. James is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners V, L.P.

Owings Mills, MD · Oct 18, 2010 → Oct 14, 2011 · 2 filings
  • Oct 14, 2011 · D/A · $39,050,000 sold of $75,000,000 · 11 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗
  • Oct 18, 2010 · D · $0 sold of $75,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗

Raised $39M from 11 investors (52% of the $75M target) as of the latest filing. James is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Global Partners V-A, L.P.

Owings Mills, MD · Oct 18, 2010
  • Oct 18, 2010 · D · $0 sold of $30,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring GE II (Offshore), L.P.

Owings Mills, MD · Jul 29, 2010
  • Jul 29, 2010 · D · $0 sold of $300,001,000 · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the General Partner) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

Greenspring Growth Equity II, L.P.

Owings Mills, MD · Jul 29, 2010
  • Jul 29, 2010 · D · $0 sold of $300,001,000 · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Managing Member of the GP LLC) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

MN BA SPV, L.P.

Owings Mills, MD · Mar 8, 2010
  • Mar 8, 2010 · D · $12,500,000 sold of $12,500,000 · 1 investors · min. No minimum reported · role: Executive Officer (Member of the Issuer's General Partner) EDGAR ↗

Raised $12.5M from 1 investor (100% of the $12.5M target) as of the latest filing. James is listed as executive officer.

Sources

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

Other pages with the same name (3)

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

  • James Lim — VA, NY, 1 issuer, Jan 14, 2013 → Jan 14, 2013 · no shared issuer
  • James Lim — CA, 1 issuer, Feb 23, 2017 → Dec 17, 2024 · no shared issuer
  • James- Sung Yoon Lim — CA, NV, 1 issuer, Jan 27, 2026 → Jan 27, 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.

Management entity

Greenspring Associates, Inc.

Director · 107 shared filings (81 issuers) · also on 1 other issuer

Greenspring Associates, Inc. is on 82 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

StepStone Group LP

Director, Executive Officer · 72 shared filings (50 issuers) · also on 14 other issuers

StepStone Group LP is on 64 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

StepStone Group Holdings LLC

Director, Executive Officer · 72 shared filings (50 issuers) · also on 13 other issuers

StepStone Group Holdings LLC is on 63 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

StepStone Group LP

Director · 34 shared filings (32 issuers) · also on 12 other issuers

StepStone Group LP is on 44 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

StepStone Group Holdings LLC

Director · 33 shared filings (31 issuers) · also on 12 other issuers

StepStone Group Holdings LLC is on 43 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Greenspring General Partner V, L.P.

Director · 11 shared filings (5 issuers)

Greenspring General Partner V, L.P. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Greenspring GP V, LLC

Director · 11 shared filings (5 issuers)

Greenspring GP V, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

StepStone VC XI GP LLC

Director · 11 shared filings (7 issuers)

StepStone VC XI GP LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

StepStone VC Secondaries GP VI LLC

Director · 10 shared filings (10 issuers)

StepStone VC Secondaries GP VI LLC is on 10 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

StepStone VC Master SPV GP LLC

Director · 9 shared filings (9 issuers) · also on 3 other issuers

StepStone VC Master SPV GP LLC is on 12 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Greenspring GP VIII, Ltd.

Director · 8 shared filings (4 issuers)

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

Management entity

StepStone VC General Partner XI LP

Director · 8 shared filings (5 issuers)

StepStone VC General Partner XI LP is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

StepStone VC XII GP LLC

Director · 8 shared filings (6 issuers)

StepStone VC XII GP LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Greenspring GP VI, LLC

Director · 7 shared filings (5 issuers)

Greenspring GP VI, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Greensping Associates, Inc.

Director · 6 shared filings (4 issuers)

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

Management entity

Greenspring GP IX, LLC

Director · 6 shared filings (6 issuers)

Greenspring GP IX, LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Greenspring GP X, LLC

Director · 6 shared filings (6 issuers)

Greenspring GP X, LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Greenspring General Partner X, L.P.

Director · 6 shared filings (6 issuers)

Greenspring General Partner X, L.P. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Greenspring General Partner IX, L.P.

Director · 5 shared filings (5 issuers)

Greenspring General Partner IX, L.P. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Greenspring GP VII, Ltd.

Director · 4 shared filings (4 issuers)

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

Management entity

StepStone Rosa GP LLC

Promoter · 4 shared filings (2 issuers)

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

Management entity

StepStone VC Micro GP V LLC

Director · 4 shared filings (2 issuers)

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

The team behind the deals

Sponsor group

Stepstone

279 issuers · 417 filings · $67.04B reported sold · 2010–2026

One team, 279 deal companies. James Lim is listed on 168 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 Lim.

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)

A person is never an adviser firm. 77 of the 168 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): StepStone VC Blockchain II (Cayman), L.P., StepStone VC Blockchain II, L.P., StepStone Micro Growth Equity Partners V (Cayman) LP, StepStone Micro Growth Equity Partners V LP, StepStone VC Global Partners XII (Lux Feeder) SCSp, SICAV-RAIF, StepStone VC Global Partners XII (Lux) SCSp, SICAV-RAIF, StepStone VC Global Partners XII ND (Cayman) LP, StepStone VC Global Partners XII ND LP, StepStone VC Global Partners XII (Cayman) LP, StepStone VC Global Partners XII LP, StepStone VC Global Partners IV-R, L.P., StepStone VC 2025-AL5 LP, StepStone VC Wabash Fund II LP, StepStone VC 2025-C20 LP, StepStone VC 2025-FDC LP, StepStone VC Micro V (Cayman) LP, StepStone VC Micro V LP, StepStone VC 2025-RX LP, StepStone VC F-III LP, StepStone VC 2024-CW LP, StepStone VC Wabash Fund LP, StepStone VC 2023-AGVII LP, StepStone VC Early Stage III (Cayman), L.P., StepStone VC Early Stage III, L.P., StepStone VC Zilker Fund LP, StepStone VC 2023-ROV LP, StepStone VC Bravo LP, StepStone VC Bravo (Cayman) LP, StepStone VC 2022-CCT LP, StepStone Rosa Special Fund LP, StepStone Rosa Master Fund LP, StepStone VC CAPI Fund (Cayman) LP, StepStone VC CAPI Fund LP, StepStone VC Diversity II (Cayman), L.P., StepStone VC Diversity II, L.P., StepStone VC Tilad Fund (Cayman) LP, StepStone VC Tilad Fund LP, StepStone VC Mesa Fund II LP, StepStone VC 2023-PVP, LLC, StepStone VC 2023-Beta HF Holding LP, StepStone VC Opportunities VII (Cayman), L.P., StepStone VC Opportunities VII, L.P., StepStone VC Global Partners XI-K LP, StepStone VC Global Partners ND LP, StepStone VC Global Partners ND (Cayman) LP, StepStone VC Secondaries Fund VI (Lux Feeder) SCSp, SICAV-RAIF, StepStone VC Secondaries Fund VI (Lux) SCSp, SICAV-RAIF, StepStone VC Secondaries Fund ND (Cayman) LP, StepStone VC Secondaries Fund VI-K LP, StepStone VC Secondaries Fund VI-B LP, StepStone VC Secondaries Fund VI-M (Cayman) LP, StepStone VC Secondaries Fund VI-M LP, StepStone VC Secondaries Fund ND LP, StepStone VC Secondaries Fund VI LP, StepStone VC Secondaries Fund VI (Cayman) LP, StepStone VC Global Partners XI (Strategic) LP, StepStone VC Global Partners XI (Cayman) LP, StepStone VC Global Partners XI-B LP, StepStone VC Global Partners XI LP, StepStone VC Blockchain I (Cayman), L.P., StepStone VC Blockchain I, L.P., StepStone VC Mesa Fund LP, StepStone Ferwa Fund LP, StepStone VC D-I LP, StepStone VC IX-R, L.P., StepStone iCapital Special, L.P., StepStone iCapital Master VC, L.P., StepStone VC F-II, L.P., StepStone VC X-V, L.P., StepStone VC Secondaries Fund V-B, L.P., StepStone VC Secondaries Fund V-D, L.P., StepStone VC Secondaries Fund V (Cayman), L.P., StepStone VC Secondaries Fund V, L.P., StepStone VC Micro IV, L.P., StepStone VC Opportunities VII-D, L.P., StepStone IL Special II, L.P., StepStone IL Master II, L.P..

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 Lim 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 168 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers James Lim is listed on: none on file. No website or social profile named in StepStone VC Secondaries Fund V-B, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #169,786 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 (La Jolla, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

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