Sponsor Check › Person
Named as an officer, director or promoter on SEC Form D filings · CA · Jan 13, 2012 → Sep 30, 2026
Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:18 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Jeffrey M. Smith is listed as an executive officer on 143 SEC Form D filings by 82 issuers between Jan 2012 and Sep 2026. Largest by amount reported sold: KKR US Direct Lending Fund SCSp (San Francisco, CA — pooled investment fund — 2023–2024; $2.98B reported sold to 9 investors), KKR US Direct Lending (EEA) Feeder SCSp (San Francisco, CA — pooled investment fund — 2023–2024; $2.1B reported sold to 53 investors), KKR Dislocation Opportunities (Domestic) Fund L.P. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2019–2020; $1.8B reported sold to 105 investors), KKR Enhanced US Direct Lending Fund SCSp (San Francisco, CA — pooled investment fund — 2024; $1.54B reported sold to 25 investors), KKR Lending Partners III L.P. (San Francisco, CA — pooled investment fund — 2017–2018; $1.5B reported sold to 38 investors) and 77 more (all listed below).
What this means That is a lot of deals — 82 separate companies raised money with this person listed as executive officer, over about 14 years. Across those companies the filings report $26.49B sold in total.
Listed alongside Jeffrey B. Van Horn (97 shared filings), Noah Greenhill (78 shared filings), Daniel O'Neill (77 shared filings), Jessica Woolf (57 shared filings), Philip S. Davidson (55 shared filings) and 80 others.
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Jeffrey. Each name links to their own page.
All 82 issuers belong to the sponsor group Kkr (486 issuers, $626.84B reported sold, 2010–2026).
What this means A sponsor group is one team that sets up a new company for each deal. Kkr has 486 companies on file and $626.84B 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) — 3 court cases matching the name, 1 SEC release, 15 bankruptcy cases matching the name listed in Key records below.
What this means 19 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 143 public filings for Jeffrey M. Smith and found 13 differences, 2 worth asking the sponsor about: 10 paid sellers are listed without a CRD number; 6 people are no longer listed on a later amendment; 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.
Community search for Jeffrey M. Smith has not run yet — it is joining a line of 34,791 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.
Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.
Five things investors ask first. Items still in human review are counted, not shown.
3 cases: 3 closed (disposition not in docket feed)
Contract: Other· Cause:
28:1330 Breach of Contract
Consumer Credit· Cause:
15:1681 Fair Credit Reporting Act
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, 2:18 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.
1 SEC release
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 Jeffrey M. Smith..
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).
15 cases: 15 closed (disposition not in docket feed)
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, 2:18 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.
Comparisons cover issuers and sponsor groups — see the issuer pages under Deals
13 differences found between the filings for Jeffrey M. Smith — 2 worth asking about (compared the newest 50 of 143 filings on Oct 24, 2026; older filings not covered)
United States Bankruptcy Court, N.D. California docket "Wells Fargo Card Services v. Verkest" filed Sep 24, 2012, closed May 21, 2013. Sara Verkest (listed on the same filings) is listed as Defendant ("Verkest"). Our match estimate: 70%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
United States Bankruptcy Court, C.D. California docket "Ansori Holik and Helen Koo" filed Oct 14, 2011, closed Feb 10, 2012. Helen Koo (listed on the same filings) is listed as Debtor ("Ansori Holik and Helen Koo"). Our match estimate: 70%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
United States Bankruptcy Court, N.D. New York docket "Richard C. Breeden, Esq. v. Zettel" filed Mar 25, 1998, closed Aug 15, 2000. Wolfgang Zettel (listed on the same filings) is listed as Defendant ("Zettel"). Our match estimate: 70%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
Paid seller listed without a CRD number: DB Financial Investment Co., Ltd — KKR US Direct Lending (EEA) Feeder SCSp · Paid seller listed without a CRD number: SMBC Nikko Securities Inc. — KKR US Direct Lending (EEA) Feeder SCSp · Paid seller listed without a CRD number: Picton S.A. — KKR US Direct Lending (EEA) Feeder SCSp · Paid seller listed without a CRD number: DB Financial Investment Co., Ltd — KKR Enhanced US Direct Lending Feeder SCSp · Paid seller listed without a CRD number: Picton S.A. — KKR Enhanced US Direct Lending Feeder SCSp · and 5 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.
The latest filing for this offering is dated Oct 4, 2023 (first sale Sep 30, 2022). It reports $175,864,920 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.
What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.
The latest filing for this offering is dated May 25, 2023 (first sale Jun 2, 2022). It reports $496,000,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.
What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.
The latest filing for this offering is dated May 25, 2023 (first sale Jun 2, 2022). It reports $496,000,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.
What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.
Jeffrey M. Smith is no longer listed on the Aug 14, 2025 amendment — KKR US Direct Lending (EEA) Feeder SCSp · Jeffrey M. Smith is no longer listed on the Aug 14, 2025 amendment — KKR US Direct Lending Fund SCSp · Jeffrey M. Smith is no longer listed on the Mar 27, 2025 amendment — KKR Enhanced US Direct Lending Fund SCSp · Jeffrey M. Smith is no longer listed on the Mar 27, 2025 amendment — KKR Enhanced US Direct Lending Feeder SCSp · Jeffrey M. Smith is no longer listed on the Mar 7, 2025 amendment — KKR Asset-Based Finance Partners II L.P. · and 1 more
What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.
This page covers filings where the address state is CA. A separate record, "Jeffrey Smith" with address state AL or GA, is listed on 20 filings — most recently by Juniper Junction Partners, LLC (Oct 15, 2026). Both records have filings in the same period (Sep 13, 2023 to Sep 30, 2026).
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.
This page covers filings where the address state is CA. A separate record, "Jeffrey Smith" with address state TX, is listed on 13 filings — most recently by Texas Health Surgery Center Forney, LLC (Jun 5, 2026). Both records have filings in the same period (Jan 13, 2012 to Jun 5, 2026).
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.
This page covers filings where the address state is CA. A separate record, "Jeffrey Smith" with address state OR, is listed on 21 filings — most recently by VERGEPOINT CAPITAL FUND XXIV LP (Mar 16, 2020). Both records have filings in the same period (Jan 13, 2012 to Mar 16, 2020).
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.
This page covers filings where the address state is CA. A separate record, "Jeffrey Smith" with address state TN, is listed on 2 filings — most recently by Harpeth Financial Services, LLC (Sep 16, 2015). Both records have filings in the same period (Jul 21, 2014 to Sep 16, 2015).
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.
Address moved from San Francisco, CA to New York, NY — KKR Multi-Asset Class Fund · Address moved from San Francisco, CA to New York, NY — KKR Multi-Asset Class Credit Fund · Address moved from San Francisco, CA to New York, NY — KKR European Broadly Syndicated Loan Fund · Address moved from San Francisco, CA to New York, NY — KKR European High Yield Bond Fund · Address moved from San Francisco, CA to New York, NY — KKR US Broadly Syndicated Loan Fund · and 3 more
What this means Businesses move. If you were told one city and the forms say another, ask which is current.
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 143 filings (work cap); older filings are not covered here. As of Oct 24, 2026.
22 of 84 offerings report sales commissions totalling $122,251,978; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Sep 30, 2026 D/A KKR Asia Tactical Credit (Overseas) Fund SCSp File 021-482588 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing | EDGAR ↗ |
| Apr 29, 2026 D/A KKR US Broadly Syndicated Loan Fund File 021-479936 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing | EDGAR ↗ |
| Apr 29, 2026 D/A KKR Multi-Asset Class Fund File 021-479937 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing | EDGAR ↗ |
| Apr 29, 2026 D/A KKR US High Yield Bond Fund File 021-479938 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing | EDGAR ↗ |
| Apr 29, 2026 D/A KKR Multi-Asset Class Credit Fund File 021-479939 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing | EDGAR ↗ |
| Apr 29, 2026 D/A KKR Global Structured Credit Fund File 021-479941 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing | EDGAR ↗ |
| Apr 29, 2026 D/A KKR European High Yield Bond Fund File 021-479942 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing | EDGAR ↗ |
| Apr 29, 2026 D/A KKR European Broadly Syndicated Loan Fund File 021-479944 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing | EDGAR ↗ |
| Jan 30, 2026 D/A KKR Asia Tactical Credit (Overseas) Feeder LP File 021-537080 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 30, 2025 D Apalach Partners BL L.P. File 021-544884 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 20, 2024 D/A KKR Asia Credit Opportunities Fund II SCSp File 021-499945 | $11,550,000 (est.) | $0 (est.) | $0 | None no CRD number reported via CrownRock Partners Company None no CRD number reported via Kyobo Securities Co., Ltd. None no CRD number reported via Hesed Investment Consulting | EDGAR ↗ |
| Aug 14, 2024 D/A KKR US Direct Lending (EEA) Feeder SCSp File 021-489753 | $4,025,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | CrownRock Partners Company no CRD number reported DB Financial Investment Co., Ltd no CRD number reported SMBC Nikko Securities Inc. no CRD number reported Picton S.A. no CRD number reported | EDGAR ↗ |
| Aug 14, 2024 D/A KKR US Direct Lending Fund SCSp File 021-489754 | $0 | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing | EDGAR ↗ |
| Mar 27, 2024 D KKR Enhanced US Direct Lending Feeder SCSp File 021-508858 | $3,500,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | CrownRock Partners Company no CRD number reported DB Financial Investment Co., Ltd no CRD number reported Picton S.A. no CRD number reported via Picton Administradora General de Fondos S.A. - no CRD number reported via BFINANCE US LTD. (CRD 000159903 ↗) BFINANCE UK LIMITED no CRD number reported | EDGAR ↗ |
| Mar 27, 2024 D KKR Enhanced US Direct Lending Fund SCSp File 021-508859 | $0 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | None listed on this filing | EDGAR ↗ |
| Mar 13, 2024 D KKR Asset-Based Finance Partners II L.P. File 021-507489 | $0 (est.) | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Oct 4, 2023 D/A KKR Revolving Credit Partners Europe II SCSp File 021-460324 | $1,000,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Lyntone Capital Advisors Ltd. no CRD number reported Altamar Global Investments SA AV no CRD number reported | EDGAR ↗ |
| Aug 29, 2023 D KKR Lending Partners IV Feeder L.P. File 021-490881 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| May 25, 2023 D/A KKR Lending Partners IV RTD Feeder L.P. File 021-446912 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| May 25, 2023 D/A KKR Lending Partners IV (Unlevered) L.P. File 021-446910 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| May 9, 2023 D KKR Opportunities (Domestic) Fund Private Investors II-A L.P. File 021-481256 | $1,640,250 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ | EDGAR ↗ |
| May 9, 2023 D KKR Opportunities (Offshore) Fund Private Investors II-A L.P. File 021-481258 | $1,640,250 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ | EDGAR ↗ |
| Mar 7, 2023 D/A KKR Lending Partners IV L.P. File 021-436142 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Mar 7, 2023 D/A KKR Lending Partners IV Private Investors L.P. File 021-436143 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Nov 29, 2022 D KKR Lending Partners Europe III (Euro) SCSp File 021-466045 | $18,620,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Lee & Partners no CRD number reported BB Alternatives GmbH no CRD number reported Lyntone Capital Advisors Ltd. no CRD number reported | EDGAR ↗ |
| Nov 4, 2022 D/A KKR Opportunities (EEA) Fund II SCSp File 021-419924 | $5,425,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Arngrimsson Advisors Limited no CRD number reported CrownRock Partners Company no CRD number reported Capital Integration Systems LLC no CRD number reported via CAIS Capital, LLC (CRD 154512 ↗) Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ | EDGAR ↗ |
| Nov 4, 2022 D/A KKR Opportunities (Domestic) Fund II SCSp File 021-419921 | $5,425,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Arngrimsson Advisors Limited no CRD number reported Capital Integration Systems LLC no CRD number reported via CAIS Capital, LLC (CRD 154512 ↗) Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ CrownRock Partners Company no CRD number reported | EDGAR ↗ |
| Nov 4, 2022 D/A KKR Opportunities (Domestic) Feeder II L.P. File 021-424760 | $5,425,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Arngrimsson Advisors Limited no CRD number reported Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ Capital Integration Systems LLC no CRD number reported via CAIS Capital, LLC (CRD 154512 ↗) CrownRock Partners Company no CRD number reported | EDGAR ↗ |
| Nov 4, 2022 D/A KKR Opportunities (Domestic) Fund Private Investors II L.P. File 021-424762 | $5,425,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ Arngrimsson Advisors Limited no CRD number reported Capital Integration Systems LLC no CRD number reported via CAIS Capital, LLC (CRD 154512 ↗) CrownRock Partners Company no CRD number reported | EDGAR ↗ |
| Nov 4, 2022 D/A KKR Opportunities (EEA) Fund Private Investors II SCSp File 021-424764 | $5,425,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ Arngrimsson Advisors Limited no CRD number reported Capital Integration Systems LLC no CRD number reported via CAIS Capital, LLC (CRD 154512 ↗) CrownRock Partners Company no CRD number reported | EDGAR ↗ |
| Nov 4, 2022 D/A KKR Opportunities (Offshore) Feeder II L.P. File 021-424765 | $5,425,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ Arngrimsson Advisors Limited no CRD number reported Capital Integration Systems LLC no CRD number reported via CAIS Capital, LLC (CRD 154512 ↗) CrownRock Partners Company no CRD number reported | EDGAR ↗ |
| Nov 4, 2022 D/A KKR Opportunities (TE) Feeder II L.P. File 021-424766 | $5,425,000 (est.) | $0 | $0 The fund charges a management fee that is described in the fund's offering documents. | Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗ Capital Integration Systems LLC no CRD number reported via CAIS Capital, LLC (CRD 154512 ↗) CrownRock Partners Company no CRD number reported Arngrimsson Advisors Limited no CRD number reported | EDGAR ↗ |
| Mar 7, 2022 D KKR US CLO Equity Partners III (Onshore) Feeder L.P. File 021-436117 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 14, 2022 D KKR US CLO Equity Partners III L.P. File 021-429630 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| May 28, 2020 D/A KKR Dislocation Opportunities (EEA) Fund SCSp File 021-343017 | $14,652,518 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ Odyssey Capital Group, Inc. BrokerCheck CRD 160212 ↗ Brookvine Pty Limited no CRD number reported OCP Fund Management LP no CRD number reported Altamar Global Investment SA AV no CRD number reported Lyntone Capital Advisors Ltd. no CRD number reported Orion Financial Partners no CRD number reported | EDGAR ↗ |
| May 28, 2020 D/A KKR Dislocation Opportunities (Domestic) Fund L.P. File 021-343018 | $14,652,518 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ Odyssey Capital Group, Inc. BrokerCheck CRD 160212 ↗ Brookvine Pty Limited no CRD number reported OCP Fund Management LP no CRD number reported IBK Securities Co., Ltd no CRD number reported | EDGAR ↗ |
| May 28, 2020 D/A KKR Dislocation Opportunities (Domestic) Fund Private Investors L.P. File 021-364963 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| May 28, 2020 D/A KKR Dislocation Opportunities (EEA) Fund Private Investors SCSp File 021-364965 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| May 28, 2020 D/A KKR Dislocation Opportunities (TE) Feeder L.P. File 021-364966 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 15, 2020 D KKR Dislocation Opportunities (Domestic) Feeder L.P. File 021-365006 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 15, 2020 D KKR Dislocation Opportunities (Offshore) Feeder L.P. File 021-365007 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 27, 2018 D/A KKR Lending Partners III L.P. File 021-283944 | $8,000,000 (est.) | $0 | $0 | Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ | EDGAR ↗ |
| Nov 27, 2018 D/A KKR Lending Partners III Private Investors L.P. File 021-283945 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 27, 2018 D/A KKR Lending Partners III Feeder L.P. File 021-283948 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 9, 2018 D/A KKR Private Credit Opportunities Partners II (EEA) L.P. File 021-253029 | $1,269,000 | $0 | $0 | Hang Tang International Capital Management Limited no CRD number reported Samsung Securities Co., Ltd no CRD number reported Noah Holdings (Hong Kong) Limited no CRD number reported Lyntone Capital Advisors Ltd. no CRD number reported | EDGAR ↗ |
| Jan 9, 2018 D/A KKR Private Credit Opportunities Partners II L.P. File 021-253024 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 9, 2018 D/A KKR Private Credit Opportunities Partners II (EEA) Euro L.P. File 021-266427 | $449,032 | $0 | $0 | Banca March, S.A. no CRD number reported Altamar Global Investments SA AV no CRD number reported | EDGAR ↗ |
| Jan 8, 2018 D KKR PCOP II (TE) Offshore Private Investors L.P. File 021-302686 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 16, 2017 D KKR Revolving Credit Feeder II-A L.P. File 021-298967 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 7, 2017 D/A KKR PCOP II (Offshore) Investors Euro L.P. File 021-266428 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 23, 2017 D KKR Revolving Credit Feeder II L.P. File 021-289382 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 23, 2017 D KKR Revolving Credit Partners II L.P. File 021-289383 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 8, 2017 D KKR PCOP II (Offshore) Private Investors L.P. File 021-288324 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 28, 2016 D KKR Special Situations (Offshore) Feeder II L.P. File 021-260127 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 28, 2016 D KKR Special Situations (Domestic) Feeder II L.P. File 021-260129 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 1, 2015 D KKR Lending Partners Europe (TE) Feeder L.P. File 021-242862 | $150,000 | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ | EDGAR ↗ |
| Jun 30, 2015 D/A KKR Lending Partners Europe (USD) L.P. File 021-235624 | $2,928,410 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ | EDGAR ↗ |
| May 18, 2015 D KKR Lending Partners Europe (Euro) Unlevered L.P. File 021-240077 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| May 18, 2015 D KKR Lending Partners Europe (GBP) Unlevered L.P. File 021-240078 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| May 7, 2015 D KKR Revolving Credit Feeder L.P. File 021-239396 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| May 7, 2015 D KKR Revolving Credit Partners L.P. File 021-239398 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 10, 2015 D KKR Special Situations (Offshore) Fund Private Investors II L.P. File 021-237687 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 11, 2015 D KKR Lending Partners Europe (Euro) Feeder L.P. File 021-235627 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 11, 2015 D KKR Lending Partners Europe (USD) Feeder L.P. File 021-235631 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 11, 2015 D KKR Lending Partners Europe (Euro) L.P. File 021-235620 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 11, 2015 D KKR Lending Partners Europe (USD) Private Investors L.P. File 021-235663 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 16, 2014 D KKR Special Situations (TE) Feeder II L.P. File 021-230203 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 16, 2014 D KKR Special Situations (Offshore) Feeder II L.P. File 021-230204 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 16, 2014 D KKR Special Situations (EEA) Fund II L.P. File 021-230205 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 16, 2014 D KKR Special Situations (Domestic) Fund Private Investors II L.P. File 021-230207 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 16, 2014 D KKR Special Situations (Domestic) Fund II L.P. File 021-230208 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 16, 2014 D KKR Special Situations (Domestic) Feeder II L.P. File 021-230211 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 27, 2014 D KKR Lending Partners II L.P. File 021-219907 | $200,000 | $0 | $0 | Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ | EDGAR ↗ |
| Jun 26, 2014 D KKR Lending Partners II Feeder L.P. File 021-219906 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jun 26, 2014 D KKR Lending Partners II Private Investors L.P. File 021-219905 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 15, 2014 D/A KKR Special Situations (Domestic) Fund Private Investors L.P. File 021-189282 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Oct 2, 2013 D KKR Special Situations (TE) Feeder L.P. File 021-203910 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 3, 2013 D KKR Special Situations (Domestic) Feeder L.P. File 021-189343 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 2, 2013 D KKR Special Situations (Offshore) Fund L.P. File 021-189249 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 2, 2013 D KKR Special Situations (Domestic) Fund L.P. File 021-189270 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 2, 2013 D KKR Special Situations (Offshore) Feeder L.P. File 021-189280 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 2, 2013 D KKR Special Situations (Offshore) Fund Private Investors L.P. File 021-189269 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 13, 2012 D KKR Lending Partners L.P. File 021-171765 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 13, 2012 D KKR Lending Partners Private Investors L.P. File 021-171777 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
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).
Every issuer that named Jeffrey M. Smith on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.
Raised $466.9M from 30 investors as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $998.5M from 23 investors as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $28.6M from 4 investors as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $17.5M from 1 investor as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $220M from 2 investors as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $948.2M from 12 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $2.1B from 53 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $2.98B from 9 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $1.54B from 25 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $785.4M from 53 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $484M from 15 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $175.9M from 7 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $496M from 8 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $496M from 1 investor as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $11M from 4 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $364M from 9 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $496M from 8 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $150M from 2 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $6.25M from 4 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $1.12B from 20 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $692.1M from 19 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $412.6M from 23 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $985.6M from 49 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $1.8B from 105 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $22.8M from 5 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $377.4M from 263 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $26M from 64 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $76.3M from 26 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $1.5B from 38 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $679.9M from 10 investors as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $1.38B from 19 investors as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $134.5M from 5 investors as of the latest filing. Jeffrey is listed as executive officer on 3 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $50M from 2 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $44M from 1 investor as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $500K from 1 investor as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $100K from 1 investor as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
Raised $10M from 1 investor as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $290.5M from 10 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
No sales reported yet as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $1.41B from 47 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $30.9M from 21 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $1.22B from 32 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $611.4M from 35 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $255.6M from 13 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $27.9M from 86 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $27.5M from 7 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $31.3M from 20 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Raised $36.1M from 3 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on 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.
Raised $28.1M from 75 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Raised $7.1M from 22 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Raised $293.1M from 5 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Raised $2.5M from 2 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Raised $44.6M from 5 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Raised $2M from 1 investor as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Raised $102M from 2 investors as of the latest filing. Jeffrey is listed as executive officer.
Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.
Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.
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.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
KKR Associates Dislocation Opportunities SCSp is on 7 issuers in total — a repeat sponsor. Their page lists every one.
KKR Lending IV GP LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
KKR ABFP II LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jeffrey M. Smith. Their page shows their other deals.
Jeffrey B. Van Horn is on 92 issuers in total — a repeat sponsor. Their page lists every one.
Noah Greenhill is on 37 issuers in total — a repeat sponsor. Their page lists every one.
One team, 486 deal companies. Jeffrey M. Smith is listed on 82 of them.
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 Jeffrey M. Smith.
A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.
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).
None of the 82 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.
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 are matched to companies only, never to individuals, so none are matched to Jeffrey M. Smith 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 82 issuers this person is listed on — nothing matched.
Websites and social links of the issuers Jeffrey M. Smith is listed on: none on file. No website or social profile named in KKR Special Situations (Domestic) Fund L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #334,339 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
One-tap searches on sites we do not index ourselves, with the name pre-filled (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.
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