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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:41 AM ET

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Joan Binstock

Named as an officer, director or promoter on SEC Form D filings · NY · Dec 27, 2019 → Apr 1, 2026

6deals (issuers)
$5.91Breported sold
29,497investors
19Form D filings
2019–2026years on file
Follow this personLook further ↓PDF

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

The short version

Joan Binstock is listed as a director on 19 SEC Form D filings by 6 issuers between Dec 2019 and Apr 2026. Largest by amount reported sold: North Haven Private Income Fund LLC (New York, NY — pooled investment fund — 2022–2026; $3.59B reported sold to 20,911 investors), Morgan Stanley Direct Lending Fund (New York, NY — pooled investment fund — 2019–2022; $1.32B reported sold to 6,601 investors), SL Investment Corp. (New York, NY — pooled investment fund — 2020–2023; $652.5M reported sold to 534 investors), North Haven Private Income Fund A LLC (New York, NY — pooled investment fund — 2023–2026; $177.6M reported sold to 796 investors), SL Investment Fund II LLC (New York, NY — pooled investment fund — 2024; $167.2M reported sold to 530 investors) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as director, over about 7 years. Across those companies the filings report $5.91B sold in total.

Listed alongside Adam Metz (18 shared filings), Bruce Frank (18 shared filings), David N. Miller (18 shared filings), Kevin Shannon (18 shared filings), Orit Mizrachi (18 shared filings) and 20 others.

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

The issuers belong to 2 sponsor groups: North Haven (111 issuers, $33.83B reported sold, 2009–2026) and Kkr (486 issuers, $626.84B reported sold, 2010–2026).

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) — 14 court cases matching the name, 2 bankruptcy cases matching the name listed in Key records below.

What this means 16 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 19 public filings for Joan Binstock and found 8 differences, 2 worth asking the sponsor about: Amount sold went down between filings; 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 Joan Binstock has not run yet — it is joining a line of 25,569 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

14 cases: 12 closed (disposition not in docket feed), 2 dismissed

Binstock v. Teva Pharmaceuticals USA, Inc. closed
District Court, N.D. Georgia · No. 1:24-cv-00835 · Filed Feb 23, 2024 · Closed Feb 23, 2024
Role of Binstock: Plaintiff · Outcome: Terminated 2024-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in GA (not a filing state)
Weatherford International, LLC v. Binstock closed
District Court, D. North Dakota · No. 1:20-mc-00006 · Filed Jul 6, 2020 · Closed Sep 22, 2020
Role of Binstock: Defendant · Outcome: Terminated 2020-09-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in ND (not a filing state)
Weatherford International, LLC. v. Binstock closed
District Court, S.D. Texas · No. 4:19-cv-04258 · Filed Oct 29, 2019 · Closed Jul 7, 2021 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Binstock: Defendant · Outcome: Terminated 2021-07-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in TX (not a filing state)
Binstock v. Freedom Employment Services, LLC closed
District Court, N.D. Ohio · No. 3:19-mc-00004 · Filed Jan 15, 2019 · Closed Apr 5, 2019
Role of Binstock: Plaintiff · Outcome: Terminated 2019-04-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in OH (not a filing state)
Binstock v. Midwest Terminals of Toledo International Inc closed
District Court, N.D. Ohio · No. 3:18-mc-00115 · Filed Nov 15, 2018 · Closed Dec 21, 2018
Role of Binstock: Plaintiff · Outcome: Terminated 2018-12-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in OH (not a filing state)
Binstock v. Midwest Terminals of Toledo International, Inc. closed
District Court, N.D. Ohio · No. 3:18-mc-00057 · Filed Jun 27, 2018 · Closed Aug 30, 2018
Role of Binstock: Plaintiff · Outcome: Terminated 2018-08-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in OH (not a filing state)
Binstock v. Midwest Terminals of Toledo International, Inc. closed
District Court, N.D. Ohio · No. 3:17-mc-00041 · Filed Jul 12, 2017 · Closed Feb 27, 2019
Role of Binstock: Plaintiff · Outcome: Terminated 2019-02-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in OH (not a filing state)
Binstock v. Midwest Terminals of Toledo International, Inc closed
District Court, N.D. Ohio · No. 3:16-mc-00009 · Filed Feb 29, 2016 · Closed Mar 2, 2017
Role of Binstock: Plaintiff · Outcome: Terminated 2017-03-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in OH (not a filing state)
Binstock v. Midwest Terminals of Toledo International, Inc closed
District Court, N.D. Ohio · No. 3:16-mc-00008 · Filed Feb 29, 2016 · Closed Mar 2, 2017
Role of Binstock: Plaintiff · Outcome: Terminated 2017-03-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in OH (not a filing state)
Binstock v. International Longshoremen's Association, Local Union No. 1982 AFL-CIO closed
District Court, N.D. Ohio · No. 3:15-mc-00076 · Filed Dec 30, 2015 · Closed Apr 7, 2017
Role of Binstock: Plaintiff · Outcome: Terminated 2017-04-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in OH (not a filing state)
Binstock v. Midwest Terminals of Toledo International, Inc. closed
District Court, N.D. Ohio · No. 3:15-mc-00071 · Filed Dec 11, 2015 · Closed Mar 2, 2017
Role of Binstock: Plaintiff · Outcome: Terminated 2017-03-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in OH (not a filing state)
Saul v. Reich & Binstock, LLP dismissed
District Court, S.D. New York · No. 1:13-cv-01835 · Filed Mar 20, 2013 · Closed Mar 22, 2013 · Nature of suit: 140 Negotiable instruments
Role of Reich & Binstock, LLP: Defendant · Outcome: Terminated 2013-03-22 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); different first name (llp); court in the person's filing state (NY)
Reich & Binstock LLP v.Steigerwalt & Assoc closed
District Court, S.D. Texas · No. 4:11-cv-02949 · Filed Aug 10, 2011 · Closed May 22, 2013
Role of Reich & Binstock LLP v.Steigerwalt & Assoc: Party · Outcome: Terminated 2013-05-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in TX (not a filing state)
Augusta Capital, LLC v. Reich & Binstock, LLP dismissed
District Court, M.D. Tennessee · No. 3:09-cv-00103 · Filed Jan 30, 2009 · Closed Jul 10, 2009 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Other Contract
Role of Reich & Binstock, LLP: Defendant · Outcome: Terminated 2009-07-10 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); different first name (llp); court in TN (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:45 AM ET.

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

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

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 Joan Binstock..

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

2 cases: 2 closed (disposition not in docket feed)

First National Bank Of Omaha v. Binstock closed
United States Bankruptcy Court, C.D. California · No. 1:03-ap-01184 · Filed Mar 27, 2003 · Closed Jun 27, 2003
Role of Binstock: Defendant · Outcome: Case closed 2003-06-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in CA (not a filing state)
Alby Materials,Inc. v. Binstock closed
United States Bankruptcy Court, E.D. Wisconsin · No. 99-02212 · Filed May 24, 1999 · Closed Oct 6, 1999
Role of Binstock: Defendant · Outcome: Case closed 1999-10-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 22 federal dockets); surname only in the caption; court in WI (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:45 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

8 differences found between the filings for Joan Binstock — 2 worth asking about (compared 19 filings on Oct 24, 2026)

Note · Nov 15, 2016 – Mar 23, 2018

Bankruptcy case: Wank Adams Slavin Associates LLP a/k/a WASA Studio v. Pessah — filed Nov 15, 2016

United States Bankruptcy Court, S.D. New York docket "Wank Adams Slavin Associates LLP a/k/a WASA Studio v. Pessah" filed Nov 15, 2016, closed Mar 23, 2018. David Pessah (listed on the same filings) is listed as Defendant ("Pessah"). Our match estimate: 70%.

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

Docket · United States Bankruptcy Court, S.D. New York ↗David Pessah — PartnerFacts page ↗
Sources
Note · Mar 15, 2012 – Feb 1, 2013

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

United States Bankruptcy Court, S.D. New York docket "Albert Togut, as Chapter 7 Trustee of Anthracite C v. Morgan Stanley Mortgage Servicing Limited" filed Mar 15, 2012, closed Feb 1, 2013. North Haven Private Income Fund LLC (related issuer) is listed as Party ("Albert Togut, as Chapter 7 Trustee of Anthracite C v. Morgan Stanley Mortgage Servicing Limited"). Our match estimate: 60%.

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

Docket · United States Bankruptcy Court, S.D. New York ↗North Haven Private Income Fund LLC — PartnerFacts page ↗
Sources
Note · Jun 8, 2004 – Sep 28, 2004

Bankruptcy case: Thomas I Torrisi — filed Jun 8, 2004

United States Bankruptcy Court, E.D. New York docket "Thomas I Torrisi" filed Jun 8, 2004, closed Sep 28, 2004. Thomas Torrisi (listed on the same filings) is listed as Debtor ("Thomas I Torrisi"). Our match estimate: 74%.

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

Docket · United States Bankruptcy Court, E.D. New York ↗Thomas Torrisi — PartnerFacts page ↗
Sources
Worth asking · Oct 11, 2022 – Oct 11, 2023

Amount sold went down between filings — SL Investment Corp.

The Oct 11, 2022 filing says $652,541,000 sold; the Oct 11, 2023 Form D/A says $164,891,000 sold — $487,650,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Oct 11, 2022 ↗Form D/A (later) · Oct 11, 2023 ↗SL Investment Corp. — PartnerFacts page ↗
Sources
Worth asking · Oct 11, 2022 – Oct 11, 2023

Investor count went down between filings — SL Investment Corp.

The Oct 11, 2022 filing reports 534 investors; the Oct 11, 2023 Form D/A reports 528 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) · Oct 11, 2022 ↗Form D/A (later) · Oct 11, 2023 ↗SL Investment Corp. — PartnerFacts page ↗
Sources
Note · Jun 10, 2024 – Sep 27, 2024

No amendment in the last 12 months on an offering that may still be open — SL Investment Fund II LLC (latest filing Sep 27, 2024)

The latest filing for this offering is dated Sep 27, 2024 (first sale Jun 10, 2024). It reports $167,195,000 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.

Form D/A · Sep 27, 2024 ↗SL Investment Fund II LLC — PartnerFacts page ↗
Sources
Note · Oct 12, 2020 – Oct 11, 2023

No amendment in the last 12 months on an offering that may still be open — SL Investment Corp. (latest filing Oct 11, 2023)

The latest filing for this offering is dated Oct 11, 2023 (first sale Oct 12, 2020). It reports $164,891,000 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.

Form D/A · Oct 11, 2023 ↗SL Investment Corp. — PartnerFacts page ↗
Sources
Note · Dec 23, 2019 – Dec 20, 2022

No amendment in the last 12 months on an offering that may still be open — Morgan Stanley Direct Lending Fund (latest filing Dec 20, 2022)

The latest filing for this offering is dated Dec 20, 2022 (first sale Dec 23, 2019). It reports $1,318,158,122 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.

Form D/A · Dec 20, 2022 ↗Morgan Stanley Direct Lending Fund — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

5 of 6 offerings report sales commissions totalling $53,390,036; 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
Apr 1, 2026 D/A
North Haven Private Income Fund A LLC
File 021-487624
$0$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗
via Alistair William Harding Smith (CRD 4698945 ↗)

Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗
via Micah Todd Lowry (CRD 2818739 ↗)

Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗
Sanctuary Securities, Inc. BrokerCheck CRD 822752 ↗
Morgan Stanley Distribution, Inc. BrokerCheck CRD 30344 ↗
via Morgan Stanley Distribution, Inc. (CRD 30344 ↗)
EDGAR ↗
Jan 27, 2026 D/A
North Haven Private Income Fund LLC
File 021-433061
$27,973,848 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 1497777 ↗
Sanctuary Securities, Inc. BrokerCheck CRD 822752 ↗
Morgan Stanley Distribution, Inc. BrokerCheck CRD 30344 ↗
via Morgan Stanley Distribution, Inc. (CRD 30344 ↗)
EDGAR ↗
Sep 27, 2024 D/A
SL Investment Fund II LLC
File 021-517563
$77,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Oct 11, 2023 D/A
SL Investment Corp.
File 021-378707
$26,050 (est.)$0$0None listed on this filingEDGAR ↗
Dec 20, 2022 D/A
Morgan Stanley Direct Lending Fund
File 021-356504
$25,306,638 (est.)$0$0None listed on this filingEDGAR ↗
Feb 4, 2021 D
KKR Real Estate Select Trust Inc.
File 021-388401
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
How this is counted

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

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

Deals 6

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

NH
Pooled Investment Fund · group: North Haven

North Haven Private Income Fund A LLC

New York, NY · Jul 21, 2023 → Apr 1, 2026 · 4 filings
  • Apr 1, 2026 · D/A · $177,603,072 sold of Indefinite · 796 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 1, 2025 · D/A · $137,613,392 sold of Indefinite · 515 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 10, 2024 · D/A · $25,946,250 sold of Indefinite · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 21, 2023 · D · $25,946,250 sold of Indefinite · 3 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $177.6M from 796 investors as of the latest filing. Joan is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

NH
Pooled Investment Fund · group: North Haven

North Haven Private Income Fund LLC

New York, NY · Feb 10, 2022 → Jan 27, 2026 · 5 filings
  • Jan 27, 2026 · D/A · $3,592,517,832 sold of Indefinite · 20,911 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 27, 2025 · D/A · $3,183,842,040 sold of Indefinite · 18,944 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 9, 2024 · D/A · $2,440,184,012 sold of Indefinite · 14,484 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 10, 2023 · D/A · $1,274,190,548 sold of Indefinite · 8,480 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 10, 2022 · D · $450,057,219 sold of Indefinite · 2,426 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3.59B from 20,911 investors as of the latest filing. Joan is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SI
Pooled Investment Fund · group: North Haven

SL Investment Fund II LLC

New York, NY · Sep 27, 2024
  • Sep 27, 2024 · D/A · $167,195,000 sold of Indefinite · 530 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $167.2M from 530 investors as of the latest filing. Joan is listed as director.

Latest filing on EDGAR ↗
Sources

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

SI
Pooled Investment Fund · group: North Haven

SL Investment Corp.

New York, NY · Oct 23, 2020 → Oct 11, 2023 · 4 filings
  • Oct 11, 2023 · D/A · $164,891,000 sold of Indefinite · 528 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 11, 2022 · D/A · $652,541,000 sold of Indefinite · 534 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 22, 2021 · D/A · $652,541,000 sold of Indefinite · 534 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 23, 2020 · D · $480,041,000 sold of Indefinite · 531 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $652.5M from 534 investors as of the latest filing. Joan is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MS
Pooled Investment Fund · group: North Haven

Morgan Stanley Direct Lending Fund

New York, NY · Dec 27, 2019 → Dec 20, 2022 · 4 filings
  • Dec 20, 2022 · D/A · $1,318,158,122 sold of Indefinite · 6,601 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 17, 2021 · D/A · $1,315,733,122 sold of Indefinite · 6,151 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 18, 2020 · D/A · $1,200,963,122 sold of Indefinite · 6,041 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 27, 2019 · D · $755,285,322 sold of Indefinite · 3,404 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.32B from 6,601 investors as of the latest filing. Joan is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

KR
REITS and Finance · group: Kkr

KKR Real Estate Select Trust Inc.

New York, NY · Feb 4, 2021
  • Feb 4, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Joan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Joan 25

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

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

David N. Miller

Director · 18 shared filings (5 issuers) · also on 33 other issuers

David N. Miller is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

Orit Mizrachi

Executive Officer · 18 shared filings (5 issuers) · also on 7 other issuers

Orit Mizrachi is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Bruce Frank

Director · 18 shared filings (5 issuers)

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

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

Kevin Shannon

Director · 18 shared filings (5 issuers)

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

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

Adam Metz

Director · 18 shared filings (5 issuers)

Adam Metz is on 5 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

Jeffrey S Levin

Executive Officer, Director · 15 shared filings (5 issuers) · also on 7 other issuers

Jeffrey S Levin is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Venugopal N. Rathi

Executive Officer · 10 shared filings (4 issuers) · also on 4 other issuers

Venugopal N. Rathi is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Occi, Jr.

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

Michael Occi, Jr. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

David Pessah

Executive Officer · 7 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Gauranga Pal

Executive Officer · 7 shared filings (4 issuers)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Grove Stafford

Executive Officer · 4 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

David Grove Stafford II

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Thomas Torrisi

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Dylan Cutinha

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Jeff M. Day

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Hope L. Brown

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Ashwin Krishnan

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

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Ralph Rosenberg

Director · 1 shared filing (1 issuer) · also on 46 other issuers

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

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

Megan Gaul

Executive Officer · 1 shared filing (1 issuer) · also on 25 other issuers

Megan Gaul is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

Tammy K. Jones

Director · 1 shared filing (1 issuer) · also on 7 other issuers

Tammy K. Jones is on 8 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

Jeffery S Levin

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Susan Meaney

Director · 1 shared filing (1 issuer)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Jim Kropp

Director · 1 shared filing (1 issuer)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Willard Carlisle Butcher

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

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

Fran Bermanzohn

Director · 1 shared filing (1 issuer)

Listed on the same filings as Joan Binstock. Their page shows their other deals.

The team behind the deals

NH
Sponsor group

North Haven

111 issuers · 269 filings · $33.83B reported sold · 2009–2026

One team, 111 deal companies. Joan Binstock is listed on 5 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 Joan Binstock.

K
Sponsor group

Kkr

486 issuers · 904 filings · $626.84B reported sold · 2010–2026

One team, 486 deal companies. Joan Binstock 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 Joan Binstock.

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)

None of the 6 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Joan Binstock 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 6 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Joan Binstock is listed on: none on file. No website or social profile named in Morgan Stanley Direct Lending Fund's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #137,095 of 374,652 in line (1,298 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) ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗OpenCorporates ↗

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