PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:39 AM ET

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JC
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John O'Connor

Named as an officer, director or promoter on SEC Form D filings · CA · Nov 15, 2016 → Jul 23, 2026

12deals (issuers)
$742.5Mreported sold
260investors
49Form D filings
2016–2026years on file

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

The short version

John O'Connor is listed as an executive officer and director on 49 SEC Form D filings by 12 issuers between Nov 2016 and Jul 2026. Largest by amount reported sold: Point Olema U.S. Venture Capital Portfolio, L.P. (San Francisco, CA — pooled investment fund — 2019–2026; $228.9M reported sold to 53 investors), Point Olema U.S. Private Equity Portfolio, L.P. (San Francisco, CA — pooled investment fund — 2019–2025; $225.3M reported sold to 41 investors), Point Olema U.S. Concentrated Public Equity Portfolio, L.P. (San Francisco, CA — pooled investment fund — 2020–2025; $67.2M reported sold to 12 investors), Point Olema Reserve Liquidity Portfolio, L.P. (San Francisco, CA — pooled investment fund — 2021–2026; $63.7M reported sold to 25 investors), Point Olema Diversifying Assets - Private Investments Portfolio, L.P. (San Francisco, CA — pooled investment fund — 2020–2026; $48.5M reported sold to 12 investors) and 7 more (all listed below).

What this means That is a lot of deals — 12 separate companies raised money with this person listed as executive officer and director, over about 10 years. Across those companies the filings report $742.5M sold in total.

Listed alongside Eric Upin (38 shared filings), Point Olema Capital Partners, L.P. (11 shared filings, management entity), Point Olema Reserve Liquidity Management, L.L.C. (6 shared filings, management entity), Point Olema U.S. Concentrated Public Equity Management, L.L.C. (6 shared filings, management entity), Alan Robert Wood (2 shared filings) and 8 others.

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

9 of the issuers belong to the sponsor group Point Olema (9 issuers, $711.4M reported sold, 2019–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Point Olema has 9 companies on file and $711.4M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, 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) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 49 public filings for John O'Connor and found 19 differences, 3 worth asking the sponsor about: Amount sold 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 John O'Connor has not run yet — it is joining a line of 25,100 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, 2:15 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 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 John O'Connor..

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

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

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

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

19 differences found between the filings for John O'Connor — 3 worth asking about (compared 49 filings on Oct 24, 2026)

Worth asking · Jul 29, 2025 – Jul 23, 2026

Amount sold went down between filings — Point Olema U.S. Venture Capital Portfolio, L.P.

The Jul 29, 2025 filing says $228,938,036 sold; the Jul 23, 2026 Form D/A says $220,032,519 sold — $8,905,517 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.

Sources
Worth asking · Jan 23, 2023 – Jan 23, 2024

Amount sold went down between filings — Point Olema Reserve Liquidity Portfolio, L.P.

The Jan 23, 2023 filing says $52,313,411 sold; the Jan 23, 2024 Form D/A says $48,728,289 sold — $3,585,122 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.

Sources
Worth asking · Jan 21, 2022 – Jan 23, 2023

Amount sold went down between filings — Point Olema Reserve Liquidity Portfolio, L.P.

The Jan 21, 2022 filing says $63,674,411 sold; the Jan 23, 2023 Form D/A says $52,313,411 sold — $11,361,000 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.

Sources
Note · Mar 22, 2018

John O'Connor appears on 1 deal that stopped filing before reaching its target

Alamere Private Equity Fund LP (last filing Mar 22, 2018; $12,500,000 sold of $30,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Note · Oct 13, 2016 – Nov 15, 2016

Form D filed 33 days after the first sale — wrkr solutions, inc.

The filing says the first sale was Oct 13, 2016. The Form D was filed Nov 15, 2016 — 33 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 18 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.

Sources
Note · Oct 13, 2016 – Aug 25, 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 — Point Olema Diversifying Assets - Private Investments Portfolio (I-A), L.P. (latest filing Aug 25, 2023) · No amendment in the last 12 months on an offering that may still be open — Point Olema U.S. Venture Capital (I-A), L.P. (latest filing Jan 23, 2023) · No amendment in the last 12 months on an offering that may still be open — Point Olema U.S. Private Equity (I-A), L.P. (latest filing Jan 23, 2023) · No amendment in the last 12 months on an offering that may still be open — Alamere Private Equity Fund LP (latest filing Mar 22, 2018) · No amendment in the last 12 months on an offering that may still be open — wrkr solutions, inc. (latest filing Nov 15, 2016)

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

Sources
Note · Apr 2, 2020 – Apr 2, 2021

Offering amount changed between filings — Point Olema Diversifying Assets - Private Investments Portfolio, L.P.

The Apr 2, 2020 filing says $500,000,000 offered; the Apr 2, 2021 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Nov 12, 2019 – Dec 14, 2020

Offering amount changed between filings — Point Olema U.S. Private Equity Portfolio, L.P.

The Nov 12, 2019 filing says $1,000,000,000 offered; the Dec 14, 2020 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Aug 2, 2019 – Jul 31, 2020

Offering amount changed between filings — Point Olema U.S. Venture Capital Portfolio, L.P.

The Aug 2, 2019 filing says $500,000,000 offered; the Jul 31, 2020 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Aug 2, 2019 – Jul 30, 2024

Reported revenue range changed between filings — Point Olema U.S. Venture Capital Portfolio, L.P.

"Not Applicable" (Aug 2, 2019); then "Decline to Disclose" (Jul 30, 2024).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Sources
Note · Apr 2, 2020 – Mar 30, 2022

Reported revenue range changed between filings — Point Olema Diversifying Assets - Private Investments Portfolio, L.P.

"Not Applicable" (Apr 2, 2020); then "Decline to Disclose" (Mar 30, 2022).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Sources
Note · Nov 12, 2019 – Dec 14, 2020

Reported revenue range changed between filings — Point Olema U.S. Private Equity Portfolio, L.P.

"Not Applicable" (Nov 12, 2019); then "Decline to Disclose" (Dec 14, 2020).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Sources
Note · Mar 10, 2009 – Jan 13, 2016

Same name, different state: "John O'Connor" (MA) is a separate record

This page covers filings where the address state is CA. A separate record, "John O'Connor" with address state MA, is listed on 16 filings — most recently by G6 Capital Management, LLC (Jan 13, 2016). The two records do not overlap in time: this page runs Nov 15, 2016 to Jul 23, 2026; the other runs Mar 10, 2009 to Jan 13, 2016.

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

Sources
Note · Nov 16, 2012 – Dec 13, 2013

Same name, different state: "John O'Connor" (OK) is a separate record

This page covers filings where the address state is CA. A separate record, "John O'Connor" with address state OK, is listed on 3 filings — most recently by 3DICON CORP (Dec 13, 2013). The two records do not overlap in time: this page runs Nov 15, 2016 to Jul 23, 2026; the other runs Nov 16, 2012 to Dec 13, 2013.

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

Sources
Note · May 23, 2012

Same name, different state: "John O'Connor" (GA) is a separate record

This page covers filings where the address state is CA. A separate record, "John O'Connor" with address state GA, is listed on 1 filing — most recently by OVERSIGHT SYSTEMS, INC. (May 23, 2012). The two records do not overlap in time: this page runs Nov 15, 2016 to Jul 23, 2026; the other has one filing dated May 23, 2012.

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

Sources
Note · Mar 13, 2009 – Sep 29, 2011

Same name, different state: "John O'Connor" (NY) is a separate record

This page covers filings where the address state is CA. A separate record, "John O'Connor" with address state NY, is listed on 18 filings — most recently by WHITNEY JAPAN PARTNERS LP (Sep 29, 2011). The two records do not overlap in time: this page runs Nov 15, 2016 to Jul 23, 2026; the other runs Mar 13, 2009 to Sep 29, 2011.

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

Sources
Note · Jun 28, 2010 – Jun 27, 2011

Same name, different state: "John O'Connor" (OH) is a separate record

This page covers filings where the address state is CA. A separate record, "John O'Connor" with address state OH, is listed on 2 filings — most recently by Fort Washington Private Equity Investors VII, L.P. (Jun 27, 2011). The two records do not overlap in time: this page runs Nov 15, 2016 to Jul 23, 2026; the other runs Jun 28, 2010 to Jun 27, 2011.

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

Sources
Note · Nov 12, 2019 – Dec 14, 2020

Address moved from Santa Monica, CA to San Francisco, CA — Point Olema U.S. Private Equity Portfolio, L.P.

The people listed on the Nov 12, 2019 filing give Santa Monica, CA; on the Dec 14, 2020 filing they give San Francisco, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Aug 2, 2019 – Jul 31, 2020

Address moved from Santa Monica, CA to San Francisco, CA — Point Olema U.S. Venture Capital Portfolio, L.P.

The people listed on the Aug 2, 2019 filing give Santa Monica, CA; on the Jul 31, 2020 filing they give San Francisco, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
What is compared

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

5. Money to insiders

None reported on 13 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 23, 2026 D/A
Point Olema U.S. Venture Capital Portfolio, L.P.
File 021-345685
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 23, 2026 D/A
Point Olema Diversifying Assets - Private Investments Portfolio, L.P.
File 021-364192
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2026 D/A
Point Olema Reserve Liquidity Portfolio, L.P.
File 021-386985
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 12, 2026 D/A
CAA-Point Olema U.S. VC Portfolio, L.P.
File 021-427433
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2025 D/A
Point Olema U.S. Concentrated Public Equity Portfolio, L.P.
File 021-383990
$0$0$0 (est.)
The Investment Manager of the Issuer receives a quarterly management fee from the issuer as described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Nov 19, 2025 D/A
Point Olema U.S. Private Equity Portfolio, L.P.
File 021-353193
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2023 D/A
Point Olema Diversifying Assets - Private Investments Portfolio (I-A), L.P.
File 021-450767
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2023 D/A
Point Olema U.S. Private Equity (I-A), L.P.
File 021-430461
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2023 D/A
Point Olema U.S. Venture Capital (I-A), L.P.
File 021-430465
$0$0$0None listed on this filingEDGAR ↗
Apr 11, 2019 D
Jacobi, Inc.
File 021-337063
$0$0$0None listed on this filingEDGAR ↗
Mar 22, 2018 D
Alamere Private Equity Fund LP
File 021-308396
$0$0$0
Alamere Private Equity Management LLC receives up to 0.75% annually of limited partner capital commitments for its investment management services.
None listed on this filingEDGAR ↗
Mar 7, 2017 D
Jacobi, Inc.
File 021-281964
$0$0$0None listed on this filingEDGAR ↗
Nov 15, 2016 D
wrkr solutions, inc.
File 021-274452
$0$0$0None listed on this filingEDGAR ↗

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 12

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

Pooled Investment Fund · group: Point Olema

Point Olema U.S. Venture Capital Portfolio, L.P.

San Francisco, CA · Aug 2, 2019 → Jul 23, 2026 · 8 filings
  • Jul 23, 2026 · D/A · $220,032,519 sold of Indefinite · 53 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Jul 29, 2025 · D/A · $228,938,036 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Jul 30, 2024 · D/A · $208,982,519 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Jul 31, 2023 · D/A · $144,454,850 sold of Indefinite · 41 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Aug 1, 2022 · D/A · $134,354,850 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Aug 2, 2021 · D/A · $130,420,000 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 31, 2020 · D/A · $80,000,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 2, 2019 · D · $0 sold of $500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $228.9M from 53 investors as of the latest filing. John is listed as executive officer on 8 filings for this deal.

Sources

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

Pooled Investment Fund · group: Point Olema

Point Olema Diversifying Assets - Private Investments Portfolio, L.P.

San Francisco, CA · Apr 2, 2020 → Mar 23, 2026 · 7 filings
  • Mar 23, 2026 · D/A · $48,482,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Mar 27, 2025 · D/A · $47,982,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Mar 28, 2024 · D/A · $47,982,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Mar 29, 2023 · D/A · $35,982,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Mar 30, 2022 · D/A · $34,482,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Apr 2, 2021 · D/A · $33,750,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Apr 2, 2020 · D · $0 sold of $500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗

Raised $48.5M from 12 investors as of the latest filing. John is listed as executive officer on 7 filings for this deal.

Sources

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

Pooled Investment Fund · group: Point Olema

Point Olema Reserve Liquidity Portfolio, L.P.

San Francisco, CA · Jan 21, 2021 → Jan 23, 2026 · 6 filings
  • Jan 23, 2026 · D/A · $59,328,502 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Investment Manager of the Issuer) EDGAR ↗
  • Jan 23, 2025 · D/A · $56,828,502 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗
  • Jan 23, 2024 · D/A · $48,728,289 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗
  • Jan 23, 2023 · D/A · $52,313,411 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗
  • Jan 21, 2022 · D/A · $63,674,411 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗
  • Jan 21, 2021 · D · $1,335,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗

Raised $63.7M from 25 investors as of the latest filing. John is listed as executive officer on 6 filings for this deal.

Sources

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

Pooled Investment Fund · group: Point Olema

CAA-Point Olema U.S. VC Portfolio, L.P.

San Francisco, CA · Dec 30, 2021 → Jan 12, 2026 · 5 filings
  • Jan 12, 2026 · D/A · $44,562,500 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Jan 13, 2025 · D/A · $44,562,500 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Jan 12, 2024 · D/A · $44,562,500 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Jan 13, 2023 · D/A · $44,562,500 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Dec 30, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Member and Manager of its General Partner) EDGAR ↗

Raised $44.6M from 51 investors as of the latest filing. John is listed as executive officer on 5 filings for this deal.

Sources

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

Pooled Investment Fund · group: Point Olema

Point Olema U.S. Concentrated Public Equity Portfolio, L.P.

San Francisco, CA · Dec 22, 2020 → Dec 23, 2025 · 6 filings
  • Dec 23, 2025 · D/A · $67,200,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Investment Manager of the Issuer) EDGAR ↗
  • Dec 23, 2024 · D/A · $67,200,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗
  • Dec 22, 2023 · D/A · $65,200,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Isssuer) EDGAR ↗
  • Dec 22, 2022 · D/A · $55,700,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗
  • Dec 22, 2021 · D/A · $45,950,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗
  • Dec 22, 2020 · D · $20,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the GP of the Issuer) EDGAR ↗

Raised $67.2M from 12 investors as of the latest filing. John is listed as executive officer on 6 filings for this deal.

Sources

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

Pooled Investment Fund · group: Point Olema

Point Olema U.S. Private Equity Portfolio, L.P.

San Francisco, CA · Nov 12, 2019 → Nov 19, 2025 · 7 filings
  • Nov 19, 2025 · D/A · $225,259,000 sold of Indefinite · 41 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Nov 20, 2024 · D/A · $216,209,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Nov 21, 2023 · D/A · $173,484,000 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Nov 22, 2022 · D/A · $146,684,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Nov 23, 2021 · D/A · $128,934,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Member and Manager of its General Partner) EDGAR ↗
  • Dec 14, 2020 · D/A · $83,000,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Member and Manager of its General Partner) EDGAR ↗
  • Nov 12, 2019 · D · $0 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Member and Manager of its General Partner) EDGAR ↗

Raised $225.3M from 41 investors as of the latest filing. John is listed as executive officer on 7 filings for this deal.

Sources

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

Pooled Investment Fund · group: Point Olema

Point Olema Diversifying Assets - Private Investments Portfolio (I-A), L.P.

San Francisco, CA · Jun 30, 2022 → Aug 25, 2023 · 2 filings
  • Aug 25, 2023 · D/A · $5,750,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Jun 30, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗

Raised $5.75M from 2 investors as of the latest filing. John is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Point Olema

Point Olema U.S. Private Equity (I-A), L.P.

San Francisco, CA · Jan 24, 2022 → Jan 23, 2023 · 2 filings
  • Jan 23, 2023 · D/A · $26,250,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Jan 24, 2022 · D · $10,500,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗

Raised $26.3M from 3 investors as of the latest filing. John is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Point Olema

Point Olema U.S. Venture Capital (I-A), L.P.

San Francisco, CA · Jan 24, 2022 → Jan 23, 2023 · 2 filings
  • Jan 23, 2023 · D/A · $14,500,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗
  • Jan 24, 2022 · D · $4,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Member and Manager of the Ultimate General Partner) EDGAR ↗

Raised $14.5M from 3 investors as of the latest filing. John is listed as executive officer on 2 filings for this deal.

Sources

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

Other Technology

Jacobi, Inc.

San Francisco, CA · Mar 7, 2017 → Apr 11, 2019 · 2 filings
  • Apr 11, 2019 · D · $3,966,532 sold of $3,966,532 · 18 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 7, 2017 · D · $3,960,112 sold of $3,960,112 · 24 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3.97M from 24 investors (100% of the $3.97M target) as of the latest filing. John is listed as director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund

Alamere Private Equity Fund LP

Santa Monica, CA · Mar 22, 2018
  • Mar 22, 2018 · D · $12,500,000 sold of $30,000,000 · 9 investors · min. No minimum reported · role: Executive Officer (Managing Member of General Partner to Issuer) EDGAR ↗

Raised $12.5M from 9 investors (42% of the $30M target) as of the latest filing. John is listed as executive officer.

Sources

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

Other Technology

wrkr solutions, inc.

San Francisco, CA · Nov 15, 2016
  • Nov 15, 2016 · D · $1,410,331 sold of $2,540,000 · 25 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.41M from 25 investors (56% of the $2.54M target) as of the latest filing. John is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

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.

  • John O'Connor — NY, 8 issuers, Mar 13, 2009 → Sep 29, 2011 · no shared issuer
  • John O'Connor — MA, 5 issuers, Mar 10, 2009 → Jan 13, 2016 · no shared issuer
  • John O'Connor — TX, LA, 2 issuers, Nov 1, 2013 → Mar 13, 2026 · no shared issuer
  • John J. O'Connor — MA, 2 issuers, May 11, 2011 → Mar 3, 2014 · no shared issuer
  • John F. O'Connor — NY, 2 issuers, Jul 21, 2023 → Dec 21, 2023 · no shared issuer
  • John Connor — DE, 1 issuer, Dec 9, 2011 → Dec 9, 2011 · no shared issuer
  • John O'Connor — OH, 1 issuer, Jun 28, 2010 → Jun 27, 2011 · no shared issuer
  • John Arthur O'Connor — CT, 1 issuer, Feb 17, 2012 → Jul 10, 2015 · no shared issuer
  • John O'Connor — GA, 1 issuer, May 23, 2012 → May 23, 2012 · no shared issuer
  • John O'Connor — OK, 1 issuer, Nov 16, 2012 → Dec 13, 2013 · no shared issuer
  • John O'Connor — MD, 1 issuer, Mar 26, 2013 → Mar 26, 2013 · no shared issuer
  • John O'Connor — NV, 1 issuer, Mar 22, 2013 → Mar 22, 2013 · no shared issuer
  • John O'Connor — AR, 1 issuer, May 18, 2016 → May 18, 2016 · no shared issuer
  • John E. O'Connor — PA, 1 issuer, Sep 1, 2021 → Jun 9, 2026 · no shared issuer
  • John O'Connor — MT, 1 issuer, Feb 12, 2019 → Feb 12, 2019 · no shared issuer
  • John M.B. O'Connor — MN, 1 issuer, Feb 19, 2020 → Feb 3, 2022 · no shared issuer
  • John O'Connor — United Kingdom (as filed: X0), 1 issuer, Jan 8, 2024 → Aug 6, 2024 · no shared issuer
  • John O'Connor — ND, 1 issuer, Dec 13, 2024 → Jun 27, 2025 · no shared issuer
  • John J. O'Connor — OH, 1 issuer, Jan 8, 2009 → Jan 8, 2009 · no shared issuer
  • John O'Connor — PA, 1 issuer, Dec 7, 2018 → Dec 7, 2018 · no shared issuer

People around John 13

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

Management entity

Point Olema Capital Partners, L.P.

Executive Officer · 11 shared filings (2 issuers)

Listed on the same filings as John O'Connor. Their page shows their other deals.

Management entity

Point Olema Captial Partners, L.P.

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John O'Connor. Their page shows their other deals.

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

Eric Upin

Executive Officer · 38 shared filings (9 issuers)

Eric Upin is on 9 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

Alan Robert Wood

Director · 2 shared filings (1 issuer)

Listed on the same filings as John O'Connor. Their page shows their other deals.

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

Kurt Oeler

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as John O'Connor. Their page shows their other deals.

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

Anthony James MacKenzie

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as John O'Connor. Their page shows their other deals.

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

Keir Myers

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as John O'Connor. Their page shows their other deals.

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

Kim Jones

Director · 1 shared filing (1 issuer)

Listed on the same filings as John O'Connor. Their page shows their other deals.

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

Greg Gillas

Director · 1 shared filing (1 issuer)

Listed on the same filings as John O'Connor. Their page shows their other deals.

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

Michael Scheuer

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

Listed on the same filings as John O'Connor. Their page shows their other deals.

The team behind the deals

Sponsor group

Point Olema

9 issuers · 45 filings · $711.4M reported sold · 2019–2026

One team, 9 deal companies. John O'Connor 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 John O'Connor.

Same business address

20 other issuers file from the same address

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. 2 of the 12 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Point Olema Reserve Liquidity Portfolio, L.P., Point Olema U.S. Concentrated Public Equity Portfolio, L.P..

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to John O'Connor 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 12 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers John O'Connor is listed on: none on file. No website or social profile named in Point Olema U.S. Concentrated Public Equity Portfolio, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #48,258 of 374,652 in line (1,274 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 (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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