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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:34 AM ET

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Jeffrey Smith

Named as an officer, director or promoter on SEC Form D filings · FL, NY · Jan 14, 2010 → Apr 19, 2022

13deals (issuers)
$4.99Breported sold
2,108investors
72Form D filings
2010–2022years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 3:02 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jeffrey Smith is listed as an executive officer and director on 72 SEC Form D filings by 13 issuers between Jan 2010 and Sep 2026. Largest by amount reported sold: Starboard Value & Opportunity Fund LP (New York, NY — pooled investment fund — 2012–2026; $2.03B reported sold to 876 investors), Orchard Square Partners Credit Fund Ltd (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2010–2011; $884.8M reported sold to 999 investors), STARBOARD LEADERS FUND LP (New ?york, NY — pooled investment fund — 2013–2021; $551.3M reported sold to 27 investors), Alden Global Opportunities Fund (Cayman), L.P. (New York, NY — pooled investment fund — 2010; $373.7M reported sold to 69 investors), Starboard Leaders Select Fund LP (New York, NY — pooled investment fund — 2015–2023; $305.4M reported sold to 15 investors) and 8 more (all listed below).

What this means That is a lot of deals — 13 separate companies raised money with this person listed as executive officer and director, over about 16 years. Across those companies the filings report $4.99B sold in total.

Listed alongside Peter Feld (65 shared filings), Kenneth R. Marlin (58 shared filings), Mark Mitchell (32 shared filings), Starboard Value A LP (32 shared filings, management entity), R. Starboard Value LP (26 shared filings, management entity) and 18 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.

The issuers belong to 3 sponsor groups: Starboard (11 issuers, $4.17B reported sold, 2010–2026), Alden (13 issuers, $1.75B reported sold, 2009–2016) and Neuberger Berman (147 issuers, $29.01B reported sold, 2009–2026).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 1 SEC release, 18 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 72 public filings for Jeffrey Smith and found 15 differences, 5 worth asking the sponsor about: 4 offerings reported less sold on a later filing than an earlier one; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Jeffrey Smith has not run yet — it is joining a line of 24,129 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: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 3:02 AM ET.

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

2. Regulatory actions

1 SEC release

Jeffrey D. Smith d/b/a Atlanta Capital LLC a/d/b/a Capital Funding, Inc., Joseph Carswell d/b/a Atlanta Capital LLC a/d/b/a Capital Funding, Inc., and Michael W. Fullard Litigation release
SEC · Nov 8, 2016 · Parties as named in the release: Jeffrey D. Smith d/b/a Atlanta Capital LLC a/d/b/a Capital Funding, Inc., Joseph Carswell d/b/a Atlanta Capital LLC a/d/b/a Capital Funding, Inc., and Michael W. Fullard Read the release ↗
same full name in the release title; 34 people with this name in Form D filings; the person's filing state is not named
What was searched

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

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

18 cases: 2 open, 16 closed (disposition not in docket feed)

Jeffrey Smith open
United States Bankruptcy Court, M.D. Florida · No. 8:26-bk-00998 · Filed Feb 9, 2026
Role of Jeffrey Smith: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey Smith and Caroline D. Smith open
United States Bankruptcy Court, M.D. Florida · No. 6:25-bk-07965 · Filed Dec 8, 2025
Role of Jeffrey Smith and Caroline D. Smith: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey A. Smith closed
United States Bankruptcy Court, N.D. New York · No. 21-60797 · Filed Oct 13, 2021 · Closed Feb 15, 2022
Role of Jeffrey A. Smith: Debtor · Outcome: Case closed 2022-02-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (NY)
Jeffrey S Smith and Patricia B Smith closed
United States Bankruptcy Court, N.D. Florida · No. 20-10223 · Filed Oct 29, 2020 · Closed Feb 8, 2021
Role of Jeffrey S Smith and Patricia B Smith: Debtor · Outcome: Case closed 2021-02-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey M Smith closed
United States Bankruptcy Court, S.D. New York · No. 18-10305 · Filed Feb 5, 2018 · Closed Dec 2, 2019
Role of Jeffrey M Smith: Debtor · Outcome: Case closed 2019-12-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (NY)
Jeffrey A. Smith closed
United States Bankruptcy Court, M.D. Florida · No. 8:16-bk-10942 · Filed Dec 28, 2016 · Closed Mar 28, 2017
Role of Jeffrey A. Smith: Debtor · Outcome: Case closed 2017-03-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey W. Smith and Cynthia L. Smith closed
United States Bankruptcy Court, N.D. New York · No. 16-10755 · Filed Apr 28, 2016 · Closed Sep 1, 2016
Role of Jeffrey W. Smith and Cynthia L. Smith: Debtor · Outcome: Case closed 2016-09-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (NY)
Jeffrey S. Smith and Tanya C. Smith closed
United States Bankruptcy Court, W.D. New York · No. 1-15-12671 · Filed Dec 17, 2015 · Closed Aug 17, 2021
Role of Jeffrey S. Smith and Tanya C. Smith: Debtor · Outcome: Case closed 2021-08-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (NY)
Jeffrey M. Smith and Caroline D. Smith closed
United States Bankruptcy Court, M.D. Florida · No. 6:15-bk-02661 · Filed Mar 27, 2015 · Closed Feb 24, 2017
Role of Jeffrey M. Smith and Caroline D. Smith: Debtor · Outcome: Case closed 2017-02-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey A Smith and Lynda K Smith closed
United States Bankruptcy Court, M.D. Florida · No. 6:14-bk-12446 · Filed Nov 8, 2014 · Closed Apr 5, 2016
Role of Jeffrey A Smith and Lynda K Smith: Debtor · Outcome: Case closed 2016-04-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey Smith and Jamie Smith closed
United States Bankruptcy Court, S.D. Florida. · No. 14-33217 · Filed Oct 20, 2014 · Closed Oct 31, 2016
Role of Jeffrey Smith and Jamie Smith: Debtor · Outcome: Case closed 2016-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey A Smith and Cindy J Smith closed
United States Bankruptcy Court, M.D. Florida · No. 6:14-bk-04516 · Filed Apr 21, 2014 · Closed Jun 28, 2016
Role of Jeffrey A Smith and Cindy J Smith: Debtor · Outcome: Case closed 2016-06-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey A. Smith closed
United States Bankruptcy Court, N.D. Florida · No. 13-31566 · Filed Dec 31, 2013 · Closed Nov 21, 2014
Role of Jeffrey A. Smith: Debtor · Outcome: Case closed 2014-11-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey Smith closed
United States Bankruptcy Court, S.D. New York · No. 13-37271 · Filed Oct 12, 2013 · Closed Jan 23, 2014
Role of Jeffrey Smith: Debtor · Outcome: Case closed 2014-01-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (NY)
Jeffrey N. Smith and Debbie L. Smith closed
United States Bankruptcy Court, S.D. Florida. · No. 13-18892 · Filed Apr 19, 2013 · Closed Jul 31, 2018
Role of Jeffrey N. Smith and Debbie L. Smith: Debtor · Outcome: Case closed 2018-07-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey W Smith and Kimberly Smith closed
United States Bankruptcy Court, N.D. New York · No. 13-10765 · Filed Mar 27, 2013 · Closed Sep 19, 2013
Role of Jeffrey W Smith and Kimberly Smith: Debtor · Outcome: Case closed 2013-09-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (NY)
Jeffrey D Smith closed
United States Bankruptcy Court, M.D. Florida · No. 2:12-bk-12261 · Filed Aug 9, 2012 · Closed Nov 27, 2012
Role of Jeffrey D Smith: Debtor · Outcome: Case closed 2012-11-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
Jeffrey A Smith and Colleen Michele Foote-Smith closed
United States Bankruptcy Court, M.D. Florida · No. 8:12-bk-07347 · Filed May 11, 2012 · Closed Aug 27, 2012
Role of Jeffrey A Smith and Colleen Michele Foote-Smith: Debtor · Outcome: Case closed 2012-08-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 2069 federal dockets); 34 people with this name in Form D filings; court in the person's filing state (FL)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 3:02 AM ET.

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

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

4. Differences between public sources

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

15 differences found between the filings for Jeffrey Smith — 5 worth asking about (compared the newest 50 of 72 filings on Oct 24, 2026; older filings not covered)

Worth asking · Sep 16, 2015 – Jan 15, 2021

4 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — Starboard Value & Opportunity Fund L LP · Amount sold went down between filings — STARBOARD LEADERS FUND LP · Amount sold went down between filings — Starboard Leaders Select Offshore Fund LP · Amount sold went down between filings — Starboard Leaders Offshore Fund LP

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Form D/A (earlier) · Jan 15, 2020 ↗Form D/A (later) · Jan 15, 2021 ↗Starboard Value & Opportunity Fund L LP — PartnerFacts page ↗Form D/A (earlier) · Sep 12, 2017 ↗
Sources
Worth asking · Jan 15, 2020 – Jan 15, 2021

Investor count went down between filings — Starboard Value & Opportunity Fund L LP

The Jan 15, 2020 filing reports 2 investors; the Jan 15, 2021 Form D/A reports 1 investor.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jan 15, 2020 ↗Form D/A (later) · Jan 15, 2021 ↗Starboard Value & Opportunity Fund L LP — PartnerFacts page ↗
Sources
Worth asking · Sep 16, 2015 – Sep 13, 2016

Investor count went down between filings — Starboard Leaders Select Offshore Fund LP

The Sep 16, 2015 filing reports 1 investor; the Sep 13, 2016 Form D/A reports 0 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D (earlier) · Sep 16, 2015 ↗Form D/A (later) · Sep 13, 2016 ↗Starboard Leaders Select Offshore Fund LP — PartnerFacts page ↗
Sources
Worth asking · Sep 17, 2015 – Sep 13, 2016

Investor count went down between filings — Starboard Leaders Offshore Fund LP

The Sep 17, 2015 filing reports 10 investors; the Sep 13, 2016 Form D/A reports 8 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Sep 17, 2015 ↗Form D/A (later) · Sep 13, 2016 ↗Starboard Leaders Offshore Fund LP — PartnerFacts page ↗
Sources
Worth asking · Mar 16, 2010 – Sep 25, 2026

Paid seller listed without a CRD number: Brian Snider — Starboard Value & Opportunity Fund LP

Brian Snider is listed as receiving sales compensation on 19 filings (Mar 16, 2010 to Sep 25, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Sep 25, 2026 ↗BrokerCheck search: Brian Snider ↗Starboard Value & Opportunity Fund LP — PartnerFacts page ↗
Sources
Note · Apr 1, 2022 – Apr 19, 2022

Form D filed 18 days after the first sale — Starboard X Fund LP

The filing says the first sale was Apr 1, 2022. The Form D was filed Apr 19, 2022 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Apr 19, 2022 ↗Starboard X Fund LP — PartnerFacts page ↗
Sources
Note · Apr 15, 2013 – Sep 8, 2023

5 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Starboard Leaders Select Offshore Fund LP (latest filing Sep 8, 2023) · No amendment in the last 12 months on an offering that may still be open — Starboard Leaders Select Fund LP (latest filing Sep 8, 2023) · No amendment in the last 12 months on an offering that may still be open — Starboard Value & Opportunity Fund L LP (latest filing Jan 14, 2022) · No amendment in the last 12 months on an offering that may still be open — Starboard Leaders Offshore Fund LP (latest filing Sep 10, 2021) · No amendment in the last 12 months on an offering that may still be open — STARBOARD LEADERS FUND LP (latest filing Sep 10, 2021)

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

Form D/A · Sep 8, 2023 ↗Starboard Leaders Select Offshore Fund LP — PartnerFacts page ↗Form D/A · Sep 8, 2023 ↗Starboard Leaders Select Fund LP — PartnerFacts page ↗
Sources
Note · Oct 13, 2023 – Oct 11, 2024

Minimum investment changed between filings — Starboard X Fund LP

The Oct 13, 2023 filing lists a minimum of $0; the Oct 11, 2024 Form D/A lists $100,000.

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

Form D/A (earlier) · Oct 13, 2023 ↗Form D/A (later) · Oct 11, 2024 ↗Starboard X Fund LP — PartnerFacts page ↗
Sources
Note · Sep 13, 2023 – Oct 15, 2026

Same name, different state: "Jeffrey Smith" (AL or GA) is a separate record

This page covers filings where the address state is FL or NY. 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). The two records do not overlap in time: this page runs Jan 14, 2010 to Apr 19, 2022; the other runs Sep 13, 2023 to Oct 15, 2026.

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

Jeffrey Smith (AL,GA) — PartnerFacts page ↗Form D · Oct 15, 2026 ↗Juniper Junction Partners, LLC — PartnerFacts page ↗Jeffrey Smith (FL,NY) — this page ↗
Sources
Note · Jan 13, 2012 – Sep 30, 2026

Same name, different state: "Jeffrey M. Smith" (CA) is a separate record

This page covers filings where the address state is FL or NY. A separate record, "Jeffrey M. Smith" with address state CA, is listed on 143 filings — most recently by KKR Asia Tactical Credit (Overseas) Fund SCSp (Sep 30, 2026). Both records have filings in the same period (Jan 13, 2012 to Apr 19, 2022).

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.

Jeffrey M. Smith (CA) — PartnerFacts page ↗Form D/A · Sep 30, 2026 ↗KKR Asia Tactical Credit (Overseas) Fund SCSp — PartnerFacts page ↗Jeffrey Smith (FL,NY) — this page ↗
Sources
Note · Mar 8, 2024 – May 8, 2026

Same name, different state: "Jeffrey Andrew Smith" (PR) is a separate record

This page covers filings where the address state is FL or NY. A separate record, "Jeffrey Andrew Smith" with address state PR, is listed on 6 filings — most recently by Apogee Venture Fund LLC (May 8, 2026). The two records do not overlap in time: this page runs Jan 14, 2010 to Apr 19, 2022; the other runs Mar 8, 2024 to May 8, 2026.

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

Jeffrey Andrew Smith (PR) — PartnerFacts page ↗Form D · May 8, 2026 ↗Apogee Venture Fund LLC — PartnerFacts page ↗Jeffrey Smith (FL,NY) — this page ↗
Sources
Note · Jun 12, 2009 – Apr 11, 2019

Same name, different state: "Jeffrey C. Smith" (IL) is a separate record

This page covers filings where the address state is FL or NY. A separate record, "Jeffrey C. Smith" with address state IL, is listed on 13 filings — most recently by Midland States Bancorp, Inc. (Apr 11, 2019). Both records have filings in the same period (Jan 14, 2010 to Apr 11, 2019).

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.

Jeffrey C. Smith (IL) — PartnerFacts page ↗Form D · Apr 11, 2019 ↗Midland States Bancorp, Inc. — PartnerFacts page ↗Jeffrey Smith (FL,NY) — this page ↗
Sources
Note · Feb 19, 2009 – Sep 14, 2011

Same name, different state: "Jeffrey C. Smith" (UT) is a separate record

This page covers filings where the address state is FL or NY. A separate record, "Jeffrey C. Smith" with address state UT, is listed on 2 filings — most recently by OVERSTOCKDRUGSTORE.COM, LLC (Sep 14, 2011). Both records have filings in the same period (Jan 14, 2010 to Sep 14, 2011).

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.

Jeffrey C. Smith (UT) — PartnerFacts page ↗Form D · Sep 14, 2011 ↗OVERSTOCKDRUGSTORE.COM, LLC — PartnerFacts page ↗Jeffrey Smith (FL,NY) — this page ↗
Sources
Note · Sep 9, 2022 – Sep 25, 2026

6 address changes between filings

Address moved from Fort Lauderdale, FL to New York, NY — Starboard X Fund LP · Address moved from Fort Lauderdale, FL to New York, NY — Starboard Value & Opportunity Fund LP · Address moved from New York, NY to Fort Lauderdale, FL — Starboard X Fund LP · Address moved from New York, NY to Fort Lauderdale, FL — Starboard Value & Opportunity Fund LP · Address moved from New York, NY to Fort Lauderdale, FL — Starboard Leaders Select Offshore Fund LP · and 1 more

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

Form D/A · Oct 10, 2025 ↗Form D/A · Sep 25, 2026 ↗Starboard X Fund LP — PartnerFacts page ↗Form D/A · Sep 26, 2025 ↗
Sources
Note · Mar 7, 2012 – Sep 25, 2026

Jeffrey Smith is listed with 2 different address states: NY, FL

NY on 50 filings (Mar 7, 2012 to Apr 19, 2022); FL on 14 filings (Sep 9, 2022 to Sep 25, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D/A · Mar 7, 2012 ↗Form D/A · Sep 9, 2022 ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 72 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

3 of 13 offerings report sales commissions totalling $16,688,429; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 25, 2026 D/A
Starboard Value & Opportunity Fund LP
File 021-116389
$16,103,066 (est.)$0$0
The fund charges a management fee that is described in the fund's offering documents.
Daniel L. Holligan BrokerCheck CRD 004978018 ↗
via Thomas Weisel Partners LLC (CRD 000046237 ↗)

Brian Snider no CRD number reported
via Hennessee Group LLC

OCP Capital, LLC BrokerCheck CRD 000143381 ↗
UBS Financial Services Inc. BrokerCheck CRD 000008174 ↗		EDGAR ↗
Sep 25, 2026 D/A
Starboard X Fund LP
File 021-442463
$389,305$0$0
The fund charges a management fee that is described in the fund's offering documents.
Morgan Stanley BrokerCheck CRD 000149777 ↗EDGAR ↗
Sep 8, 2023 D/A
Starboard Leaders Select Fund LP
File 021-247432
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Sep 8, 2023 D/A
Starboard Leaders Select Offshore Fund LP
File 021-247764
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Jan 14, 2022 D/A
Starboard Value & Opportunity Fund L LP
File 021-330492
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Sep 10, 2021 D/A
STARBOARD LEADERS FUND LP
File 021-195751
$196,058 (est.)$0$0
The fund charges a management fee that is described in the fund's offering documents.
OCP Capital, LLC BrokerCheck CRD 143381 ↗EDGAR ↗
Sep 10, 2021 D/A
Starboard Leaders Offshore Fund LP
File 021-213695
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Aug 28, 2014 D
Starboard Partners Fund LP
File 021-223808
$0$0$0
The Investment Manager and the General Partner may receive a management fee and incentive allocation, respectively, as detailed in the offering materials.
None listed on this filingEDGAR ↗
May 4, 2011 D
STARBOARD VALUE & OPPORTUNITY S LLC
File 021-159239
$0$0$0 (est.)
Starboard Value LP, which is the Issuer's manager, and one of its affiliates are entitled to a management fee and performance allocation as set forth in the Issuer's limited liability company agreement.
None listed on this filingEDGAR ↗
Mar 9, 2011 D/A
Orchard Square Partners Credit Fund Ltd
File 021-139410
$0$0$0 (est.)
Ramius Advisors, LLC, the Issuer's investment manager, is entitled to a management fee and performance allocation as set forth in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 12, 2010 D/A
Alden Global Opportunities Fund (Cayman), L.P.
File 021-125920
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2010 D/A
ALDEN GLOBAL EMERGING MARKETS FUND I, L.P.
File 021-114248
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2010 D/A
ALDEN GLOBAL EMERGING MARKETS FUND I, LTD.
File 021-114236
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 13

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

SX
Pooled Investment Fund · group: Starboard

Starboard X Fund LP

New York, NY · Apr 19, 2022 → Sep 25, 2026 · 6 filings
  • Sep 25, 2026 · D/A · $94,723,562 sold of Indefinite · 46 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Oct 10, 2025 · D/A · $94,723,562 sold of Indefinite · 45 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Oct 11, 2024 · D/A · $57,990,000 sold of Indefinite · 40 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Oct 13, 2023 · D/A · $45,890,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Oct 14, 2022 · D/A · $12,725,000 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Apr 19, 2022 · D · $3,900,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗

Raised $94.7M from 46 investors as of the latest filing. Jeffrey is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SV
Pooled Investment Fund · group: Starboard

Starboard Value & Opportunity Fund LP

New York, NY · Mar 7, 2012 → Sep 25, 2026 · 17 filings
  • Sep 25, 2026 · D/A · $2,026,150,251 sold of Indefinite · 876 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Sep 26, 2025 · D/A · $2,019,619,306 sold of Indefinite · 864 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Sep 27, 2024 · D/A · $2,002,217,649 sold of Indefinite · 857 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Sep 29, 2023 · D/A · $1,948,264,958 sold of Indefinite · 836 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Sep 30, 2022 · D/A · $1,916,774,276 sold of Indefinite · 813 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Oct 1, 2021 · D/A · $1,636,850,585 sold of Indefinite · 665 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer) EDGAR ↗
  • Oct 2, 2020 · D/A · $1,199,201,213 sold of Indefinite · 308 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Oct 4, 2019 · D/A · $1,054,278,319 sold of Indefinite · 209 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Oct 5, 2018 · D/A · $1,001,042,648 sold of Indefinite · 199 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Oct 6, 2017 · D/A · $958,070,163 sold of Indefinite · 189 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Oct 6, 2016 · D/A · $867,494,351 sold of Indefinite · 172 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Oct 6, 2015 · D/A · $824,622,046 sold of Indefinite · 162 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Oct 6, 2014 · D/A · $566,311,088 sold of Indefinite · 132 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Apr 3, 2014 · D/A · $207,972,256 sold of Indefinite · 113 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Mar 7, 2014 · D/A · $207,972,256 sold of Indefinite · 108 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Mar 7, 2013 · D/A · $154,824,243 sold of Indefinite · 94 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Mar 7, 2012 · D/A · $209,393,988 sold of Indefinite · 71 investors · min. $100,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗

Raised $2.03B from 876 investors as of the latest filing. Jeffrey is listed as executive officer on 17 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SL
Pooled Investment Fund · group: Starboard

Starboard Leaders Select Offshore Fund LP

New York, NY · Sep 16, 2015 → Sep 8, 2023 · 9 filings
  • Sep 8, 2023 · D/A · $16,660,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 9, 2022 · D/A · $16,660,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 10, 2021 · D/A · $16,660,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 11, 2020 · D/A · $1,500,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2019 · D/A · $1,500,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2018 · D/A · $1,500,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 12, 2017 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2016 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 16, 2015 · D · $200,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $200M from 39 investors as of the latest filing. Jeffrey is listed as executive officer on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SL
Pooled Investment Fund · group: Starboard

Starboard Leaders Select Fund LP

New York, NY · Sep 11, 2015 → Sep 8, 2023 · 9 filings
  • Sep 8, 2023 · D/A · $305,357,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 9, 2022 · D/A · $305,357,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 10, 2021 · D/A · $305,357,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 11, 2020 · D/A · $288,437,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2019 · D/A · $288,437,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2018 · D/A · $269,547,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 12, 2017 · D/A · $250,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 12, 2016 · D/A · $250,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 11, 2015 · D · $250,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $305.4M from 15 investors as of the latest filing. Jeffrey is listed as executive officer on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SV
Pooled Investment Fund · group: Starboard

Starboard Value & Opportunity Fund L LP

New York, NY · Jan 15, 2019 → Jan 14, 2022 · 4 filings
  • Jan 14, 2022 · D/A · $184,603,860 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Jan 15, 2021 · D/A · $180,103,860 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Jan 15, 2020 · D/A · $180,453,619 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Jan 15, 2019 · D · $155,103,860 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗

Raised $184.6M from 2 investors as of the latest filing. Jeffrey is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SL
Pooled Investment Fund · group: Starboard

Starboard Leaders Offshore Fund LP

New York, NY · Mar 17, 2014 → Sep 10, 2021 · 9 filings
  • Sep 10, 2021 · D/A · $86,350,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 11, 2020 · D/A · $86,350,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2019 · D/A · $86,350,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2018 · D/A · $86,350,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 12, 2017 · D/A · $86,350,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2016 · D/A · $86,350,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 17, 2015 · D/A · $226,350,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 16, 2014 · D/A · $184,850,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 17, 2014 · D · $184,850,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $226.3M from 12 investors as of the latest filing. Jeffrey is listed as executive officer on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SL
Pooled Investment Fund · group: Starboard

STARBOARD LEADERS FUND LP

New ?york, NY · Apr 30, 2013 → Sep 10, 2021 · 10 filings
  • Sep 10, 2021 · D/A · $544,514,750 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 11, 2020 · D/A · $544,514,750 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2019 · D/A · $544,514,750 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2018 · D/A · $544,514,750 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 12, 2017 · D/A · $551,259,750 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 13, 2016 · D/A · $551,009,750 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the General Partner) EDGAR ↗
  • Sep 17, 2015 · D/A · $550,564,750 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 16, 2014 · D/A · $494,214,751 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 17, 2014 · D/A · $494,214,751 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 30, 2013 · D · $125,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $551.3M from 27 investors as of the latest filing. Jeffrey is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund · group: Starboard

Starboard Partners Fund LP

New York, NY · Aug 28, 2014
  • Aug 28, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Principal of Issuer's general partner and investment manager) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

SV
Pooled Investment Fund · group: Starboard

STARBOARD VALUE & OPPORTUNITY S LLC

New York, NY · May 4, 2011
  • May 4, 2011 · D · $125,000,000 sold of $125,000,000 · 1 investors · min. $125,000,000 · role: Executive Officer EDGAR ↗

Raised $125M from 1 investor (100% of the $125M target) as of the latest filing. Jeffrey is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

OS
Pooled Investment Fund · group: Neuberger Berman

Orchard Square Partners Credit Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Mar 10, 2010 → Mar 9, 2011 · 2 filings
  • Mar 9, 2011 · D/A · $73,249,201 sold of Indefinite · 46 investors · min. $11,244 · role: Director EDGAR ↗
  • Mar 10, 2010 · D · $4,284,000 sold of Indefinite · 14 investors · min. $100,000 · role: Director EDGAR ↗

Raised $884.8M from 999 investors as of the latest filing. Jeffrey is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Alden

Alden Global Opportunities Fund (Cayman), L.P.

New York, NY · Jan 14, 2010 → Mar 12, 2010 · 2 filings
  • Mar 12, 2010 · D/A · $144,073,449 sold of Indefinite · 48 investors · min. $2,000,000 · role: Executive Officer EDGAR ↗
  • Jan 14, 2010 · D/A · $120,150,928 sold of $750,000,000 · 45 investors · min. $2,000,000 · role: Executive Officer EDGAR ↗

Raised $373.7M from 69 investors as of the latest filing. Jeffrey is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Alden

ALDEN GLOBAL EMERGING MARKETS FUND I, L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 14, 2010
  • Jan 14, 2010 · D/A · $16,961,291 sold of $300,000,000 · 17 investors · min. $2,000,000 · role: Executive Officer EDGAR ↗

Raised $17M from 17 investors (6% of the $300M target) as of the latest filing. Jeffrey is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Alden

ALDEN GLOBAL EMERGING MARKETS FUND I, LTD.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 14, 2010
  • Jan 14, 2010 · D/A · $2,417,214 sold of $300,000,000 · 5 investors · min. $2,000,000 · role: Executive Officer EDGAR ↗

Raised $2.42M from 5 investors (1% of the $300M target) as of the latest filing. Jeffrey is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

Other pages with the same name (20)

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

  • Jeffrey M. Smith — CA, 82 issuers, Jan 13, 2012 → Sep 30, 2026 · no shared issuer
  • Jeffrey Smith — AL, GA, 15 issuers, Sep 13, 2023 → Oct 15, 2026 · no shared issuer
  • Jeffrey Smith — OR, 14 issuers, Oct 22, 2010 → Mar 16, 2020 · no shared issuer
  • Jeffrey Smith — TX, 9 issuers, Dec 2, 2010 → Jun 5, 2026 · no shared issuer
  • Jeffrey Smith — CA, 9 issuers, Sep 13, 2013 → Nov 12, 2024 · no shared issuer
  • Jeffrey A. Smith — GA, 4 issuers, Jan 13, 2011 → Oct 27, 2022 · no shared issuer
  • Jeffrey Andrew Smith — Puerto Rico (as filed: PR), 3 issuers, Mar 8, 2024 → May 8, 2026 · no shared issuer
  • Jeffrey Smith — MA, 3 issuers, Aug 19, 2015 → Jul 14, 2026 · no shared issuer
  • Jeffrey C. Smith — UT, 2 issuers, Feb 19, 2009 → Sep 14, 2011 · no shared issuer
  • Jeffrey T Smith — OH, 2 issuers, Nov 13, 2013 → Aug 13, 2014 · no shared issuer
  • Jeffrey Smith — WA, 2 issuers, Jan 26, 2018 → Jun 27, 2018 · no shared issuer
  • Jeffrey D. Smith — CA, 2 issuers, Aug 31, 2010 → Dec 28, 2016 · no shared issuer
  • Jeffrey Martin Smith — Luxembourg (as filed: N4), 2 issuers, Feb 16, 2023 → Aug 13, 2024 · no shared issuer
  • Jeffrey C. Smith — IL, 1 issuer, Jun 12, 2009 → Apr 11, 2019 · no shared issuer
  • Jeffrey R. Smith — NM, OK, 1 issuer, May 14, 2009 → May 21, 2012 · no shared issuer
  • Jeffrey Wayne Smith — WV, 1 issuer, Dec 13, 2010 → Dec 13, 2010 · no shared issuer
  • Jeffrey T. Smith — Alberta, Canada (as filed: A0), 1 issuer, Mar 28, 2013 → Dec 4, 2015 · no shared issuer
  • Jeffrey Smith — TN, 1 issuer, Jul 21, 2014 → Sep 16, 2015 · no shared issuer
  • JEFFREY SMITH — British Columbia, Canada (as filed: A1), 1 issuer, Sep 22, 2017 → Sep 22, 2017 · no shared issuer
  • Jeffrey Smith — SD, 1 issuer, Sep 13, 2018 → Aug 14, 2019 · no shared issuer

People around Jeffrey 23

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

SV
Management entity

Starboard Value A LP

Executive Officer, Promoter · 32 shared filings (4 issuers)

Listed on the same filings as Jeffrey Smith. Their page shows their other deals.

RS
Management entity

R. Starboard Value LP

Promoter · 26 shared filings (4 issuers) · also on 2 other issuers

R. Starboard Value LP is on 6 issuers in total — a repeat sponsor. Their page lists every one.

SV
Management entity

Starboard Value LP

Promoter, Executive Officer · 25 shared filings (5 issuers) · also on 2 other issuers

Starboard Value LP is on 7 issuers in total — a repeat sponsor. Their page lists every one.

SV
Management entity

Starboard Value A GP LLC

Executive Officer, Promoter · 14 shared filings (2 issuers)

Listed on the same filings as Jeffrey Smith. Their page shows their other deals.

SV
Management entity

Starboard Value R LP

Executive Officer · 6 shared filings (1 issuer)

Listed on the same filings as Jeffrey Smith. Their page shows their other deals.

SV
Management entity

Starboard Value L LP

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Jeffrey Smith. Their page shows their other deals.

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

Peter Feld

Executive Officer · 65 shared filings (8 issuers)

Peter Feld is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Kenneth R. Marlin

Executive Officer · 58 shared filings (6 issuers) · also on 4 other issuers

Kenneth R. Marlin is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark Mitchell

Executive Officer · 32 shared filings (7 issuers) · also on 1 other issuer

Mark Mitchell is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Kalman Vidomlanski

Executive Officer · 4 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Jeffrey Smith. Their page shows their other deals.

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

Bruce Schnelwar

Executive Officer · 4 shared filings (3 issuers) · also on 2 other issuers

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

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

Thomas Del Bosco

Executive Officer · 4 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Jeffrey Smith. Their page shows their other deals.

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

Jim Plohg

Executive Officer · 4 shared filings (3 issuers) · also on 2 other issuers

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

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

Evan Burtton

Director · 3 shared filings (2 issuers) · also on 78 other issuers

Evan Burtton is on 80 issuers in total — a repeat sponsor. Their page lists every one.

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

Jason Pecora

Executive Officer · 3 shared filings (2 issuers) · also on 6 other issuers

Jason Pecora is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Andrew Wignall

Director · 3 shared filings (2 issuers) · also on 9 other issuers

Andrew Wignall is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

John Lewis

Director · 2 shared filings (1 issuer) · also on 226 other issuers

John Lewis is on 227 issuers in total — a repeat sponsor. Their page lists every one.

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

Thomas W. Strauss

Executive Officer, Promoter · 2 shared filings (1 issuer) · also on 11 other issuers

Thomas W. Strauss is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

MORGAN STARK

Executive Officer, Promoter · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jeffrey Smith. Their page shows their other deals.

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

PETER COHEN

Executive Officer, Promoter · 2 shared filings (1 issuer) · also on 8 other issuers

PETER COHEN is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeffrey Solomon

Executive Officer, Promoter · 2 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Jeffrey Smith. Their page shows their other deals.

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

Pat Gargiulo

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Jeffrey Smith. Their page shows their other deals.

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

Jason Percora

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Jeffrey Smith. Their page shows their other deals.

The team behind the deals

S
Sponsor group

Starboard

11 issuers · 93 filings · $4.17B reported sold · 2010–2026

One team, 11 deal companies. Jeffrey Smith is listed on 9 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Jeffrey Smith.

A
Sponsor group

Alden

13 issuers · 49 filings · $1.75B reported sold · 2009–2016

One team, 13 deal companies. Jeffrey Smith is listed on 3 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Jeffrey Smith.

NB
Sponsor group

Neuberger Berman

147 issuers · 661 filings · $29.01B reported sold · 2009–2026

One team, 147 deal companies. Jeffrey Smith is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Jeffrey Smith.

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 6 of the 13 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Starboard Value & Opportunity Fund LP, Starboard X Fund LP, Starboard Leaders Select Fund LP, Starboard Value & Opportunity Fund L LP, Orchard Square Partners Credit Fund Ltd, Starboard Partners Fund LP.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Jeffrey 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 13 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jeffrey Smith is listed on: none on file. No website or social profile named in Starboard Leaders Select Fund LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #117,052 of 374,652 in line (1,201 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Hillsborough County FL Clerk (HOVER) ↗Miami-Dade Clerk online case search ↗New York WebCivil Supreme ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Florida Secretary of State business search ↗New York Secretary of State business search ↗OpenCorporates ↗

Change history

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