Sponsor Check › Person
Related person on Form D filings · address state as listed: NY · listed Apr 28, 2014 → Sep 17, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:56 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
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Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:56 PM ET.
State courts: not yet searched. 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.
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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
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None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:56 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
22 of 50 offerings report sales commissions totalling $261,244,175; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Sep 17, 2026 D File 021-597977 | $104,000 (est.) | $0 | $0 | Korea Investment & Securities Co., Ltd. no CRD number reported |
| EDGAR ↗ | Sep 17, 2026 D File 021-597978 | $104,000 (est.) | $0 | $0 | Korea Investment & Securities Co., Ltd. no CRD number reported |
| EDGAR ↗ | Aug 21, 2026 D File 021-595016 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 21, 2026 D File 021-595019 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 21, 2026 D File 021-595021 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 11, 2026 D/A File 021-557698 | $20,000,000 (est.) | $0 | $0 | J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗ via J.P. Morgan Securities LLC (CRD 79 ↗) UBS Switzerland AG no CRD number reported |
| EDGAR ↗ | Jun 11, 2026 D/A File 021-557697 | $20,000,000 (est.) | $0 | $0 | J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗ via J.P. Morgan Securities LLC (CRD 79 ↗) UBS Switzerland AG no CRD number reported |
| EDGAR ↗ | Jun 11, 2026 D/A File 021-557694 | $42,479,000 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗ via J.P. Morgan Securities LLC (CRD 79 ↗) Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗ via Wells Fargo Securities, LLC (CRD 126292 ↗) iCapital Markets LLC BrokerCheck CRD 118219 ↗ via iCapital Markets LLC (CRD 118219 ↗) Compass Group Global Advisors S.A. no CRD number reported Korea Investment & Securities Co., Ltd. no CRD number reported KB Securities Co., Ltd. no CRD number reported USB Financial Services Inc. BrokerCheck CRD 8174 ↗ via USB Financial Services Inc. (CRD 8174 ↗) Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗) |
| EDGAR ↗ | Jun 11, 2026 D/A File 021-557692 | $42,479,000 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗ via J.P. Morgan Securities LLC (CRD 79 ↗) Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗ via Wells Fargo Securities, LLC (CRD 126292 ↗) iCapital Markets LLC BrokerCheck CRD 118219 ↗ via iCapital Markets LLC (CRD 118219 ↗) Compass Group Global Advisors S.A. no CRD number reported Korea Investment & Securities Co., Ltd. no CRD number reported KB Securities Co., Ltd. no CRD number reported UBS Financial Services Inc. BrokerCheck CRD 8174 ↗ via UBS Financial Services Inc. (CRD 8174 ↗) Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗) |
| EDGAR ↗ | May 5, 2026 D File 021-582916 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 9, 2026 D File 021-575911 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 28, 2026 D File 021-571405 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 4, 2025 D File 021-563050 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 4, 2025 D File 021-563047 | $2,375,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported NH Investment & Securities no CRD number reported |
| EDGAR ↗ | Nov 4, 2025 D File 021-563052 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 4, 2025 D File 021-563044 | $2,375,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported NH Investment & Securities no CRD number reported |
| EDGAR ↗ | Oct 29, 2025 D File 021-562386 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 29, 2025 D File 021-559040 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 25, 2025 D File 021-558802 | $450,000 (est.) | $0 | $0 | Evercore Group L.L.C. BrokerCheck CRD 42405 ↗ via Evercore Group L.L.C. (CRD 42405 ↗) |
| EDGAR ↗ | Aug 8, 2025 D/A File 021-331496 | $0 | $0 | $0 (est.) The Investment Manager of the Issuer receives a management fee equal to a percentage of the Issuer's net asset value on an ongoing basis. | None listed on this filing |
| EDGAR ↗ | Mar 25, 2025 D File 021-542083 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 25, 2025 D File 021-542090 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 3, 2025 D/A File 021-499172 | $2,850,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Icapital Securities, LLC BrokerCheck CRD 171061 ↗ via Icapital Securities, LLC (CRD 171061 ↗) Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗ via Wells Fargo Securities, LLC (CRD 126292 ↗) KB Securities Co., Ltd. no CRD number reported |
| EDGAR ↗ | Jan 3, 2025 D/A File 021-499179 | $2,850,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Icapital Securities, LLC BrokerCheck CRD 171061 ↗ via Icapital Securities, LLC (CRD 171061 ↗) Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗ via Wells Fargo Securities, LLC (CRD 126292 ↗) KB Securities Co., Ltd. no CRD number reported |
| EDGAR ↗ | Jan 3, 2025 D/A File 021-499182 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 3, 2025 D/A File 021-499186 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 5, 2024 D File 021-531171 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 5, 2024 D File 021-531172 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 21, 2024 D File 021-508252 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 21, 2024 D File 021-508251 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 24, 2023 D File 021-490616 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 24, 2023 D File 021-490621 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 21, 2023 D File 021-490248 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 10, 2022 D/A File 021-443775 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 10, 2022 D/A File 021-443772 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 10, 2022 D/A File 021-443768 | $150,000 (est.) | $0 | $0 | Icapital Securities, LLC BrokerCheck CRD 171061 ↗ via Icapital Securities, LLC (CRD 171061 ↗) Korea Investment & Securities Co., Ltd. no CRD number reported |
| EDGAR ↗ | Nov 10, 2022 D/A File 021-443766 | $150,000 (est.) | $0 | $0 | Icapital Securities, LLC BrokerCheck CRD 171061 ↗ via Icapital Securities, LLC (CRD 171061 ↗) |
| EDGAR ↗ | Nov 2, 2022 D/A File 021-415827 | $59,100,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗) Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) UBS Financial Services Inc. BrokerCheck CRD 8174 ↗ via UBS Financial Services Inc. (CRD 8174 ↗) Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗ via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗) Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗ via Wells Fargo Clearing Services, LLC (CRD 19616 ↗) J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗ via J.P. Morgan Securities LLC (CRD 79 ↗) Icapital Securities, LLC BrokerCheck CRD 171061 ↗ via Icapital Securities, LLC (CRD 171061 ↗) |
| EDGAR ↗ | Nov 2, 2022 D/A File 021-415828 | $59,100,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗) Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanley Smith Barney LLC (CRD 149777 ↗) UBS Financial Services Inc. BrokerCheck CRD 8174 ↗ via UBS Financial Services Inc. (CRD 8174 ↗) Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗ via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗) Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗ via Wells Fargo Clearing Services, LLC (CRD 19616 ↗) J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗ via J.P. Morgan Securities LLC (CRD 79 ↗) Icapital Securities, LLC BrokerCheck CRD 171061 ↗ via Icapital Securities, LLC (CRD 171061 ↗) Korea Investment & Securities Co., Ltd. no CRD number reported KB Securities Co., Ltd. no CRD number reported |
| EDGAR ↗ | Nov 2, 2022 D/A File 021-415825 | $2,500,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported UBS Switzerland AG no CRD number reported |
| EDGAR ↗ | Nov 2, 2022 D/A File 021-415823 | $2,500,000 (est.) | $0 | $0 | Compass Group Global Advisors S.A. no CRD number reported UBS Switzerland AG no CRD number reported |
| EDGAR ↗ | Oct 11, 2022 D/A File 021-403163 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 11, 2022 D/A File 021-403165 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 11, 2022 D/A File 021-409114 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 11, 2022 D File 021-436959 | $0 | $0 | $0 (est.) The Investment Manager of the Issuer receives a management fee equal to a percentage of the Issuer's net asset value on an ongoing basis. | None listed on this filing |
| EDGAR ↗ | May 8, 2015 D/A File 021-194094 | $733,425 (est.) | $0 | $0 | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | May 8, 2013 D File 021-196172 | $259,000 (est.) | $0 | $0 | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Mar 28, 2013 D File 021-194100 | $46,500 (est.) | $0 | $0 | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Mar 28, 2013 D File 021-194098 | $486,750 (est.) | $0 | $0 | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ |
| EDGAR ↗ | Mar 14, 2012 D File 021-174948 | $152,500 | $0 | $0 | Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗ |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Strategic Partners Feeder Real Estate IX L.P. group: Blackstone | Executive Officer Managing Director of the Sole Director of the GP | Sep 17, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Real Estate IX L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Sep 17, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SP TPM Bluebird Investors Feeder 2 (Offshore) L.P. group: Blackstone | Executive Officer Managing Director of the Sole Director of the GP | Aug 21, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SP TPM Bluebird Investors Feeder 1 L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Aug 21, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SP TPM Bluebird Investors L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Aug 21, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Feeder X (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Jun 11, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,564,167,000 | 15 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners X (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Jun 11, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,564,167,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Offshore X L.P. group: Blackstone | Executive Officer Managing Director of the Sole Director of the GP | Jun 11, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,564,167,000 | 65 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners X L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Jun 11, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,564,167,000 | 129 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SP Ludlow Investors L.P. group: Blackstone | Executive Officer Managing Director of the GP of the GP | May 5, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SP Ibex Investors L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Mar 9, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SP RE VIII Stargazer Investors L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Jan 28, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Blackstone GP Stakes III (LUX) UTP SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Nov 4, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Blackstone GP Stakes III (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Nov 4, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Blackstone GP Stakes III UTP L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Nov 4, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Blackstone GP Stakes III L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Nov 4, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BSP Equinox Investors Feeder (Offshore) L.P. group: Blackstone | Executive Officer Managing Director of the GP | Oct 29, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BSP Equinox Investors L.P. group: Blackstone | Executive Officer Managing Director of the GP | Sep 29, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BSP Pioneer Investors L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Sep 25, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Feeder X (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Sep 16, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners X (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Sep 16, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Offshore X L.P. group: Blackstone | Executive Officer Managing Director of the Sole Director of the GP | Sep 16, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners X L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Sep 16, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Tabor Opportunities, LP group: Tabor | Executive Officer, Promoter Principal of the Investment Manager and Managing Member of the GP of the issuer | Aug 8, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $27,124,179 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Blackstone Strategic Capital Holdings II (VOL Co-Invest) L.L.C. group: Blackstone | Executive Officer Managing Director of the General Partner of the MM | Mar 25, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Blackstone Strategic Capital Holdings II (VOL Co-Invest) L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Mar 25, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Offshore Infrastructure IV L.P. group: Blackstone | Executive Officer Managing Director of the Sole Director of the GP | Jan 3, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,432,184,390 | 38 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Infrastructure IV L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Jan 3, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,432,184,390 | 42 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Infrastructure IV (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Jan 3, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Infrastructure Feeder IV (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Jan 3, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SP Ireland Investors Feeder (Offshore) L.P. group: Blackstone | Executive Officer Managing Director of the Sole Director of the GP | Dec 5, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SP Ireland Investors L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Dec 5, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Tabor Opportunities, LP group: Tabor | Executive Officer, Promoter Principal of the Investment Manager and Managing Member of the GP of the issuer | Aug 8, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $26,874,179 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | BSP Solstice Investors L.P. (BCE) group: Blackstone | Executive Officer Managing Director of the GP | Mar 21, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BSP Solstice Investors L.P. (AD) group: Blackstone | Executive Officer Managing Director of the GP | Mar 21, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Infrastructure Feeder IV (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Dec 8, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Infrastructure IV (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Dec 8, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Offshore Infrastructure IV L.P. group: Blackstone | Executive Officer Managing Director of the Sole Director of the GP | Dec 8, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Infrastructure IV L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Dec 8, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BSP Summer Investors (PMF) L.P. group: Blackstone | Executive Officer Managing Director of the GP | Aug 24, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BSP Summer Investors L.P. group: Blackstone | Executive Officer Managing Director of the GP | Aug 24, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SP Peak Co-Invest L.P. group: Blackstone | Executive Officer Managing Director of the GP of the GP | Aug 21, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Tabor Opportunities, LP group: Tabor | Executive Officer, Promoter Principal of the Investment Manager and Managing Member of the GP of the issuer | Aug 11, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $25,166,701 | 13 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Feeder Real Estate VIII (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Nov 10, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $163,200,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Real Estate VIII (LUX) SCSp group: Blackstone | Executive Officer Managing Director of the General Partner of the Special GP | Nov 10, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $163,200,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Real Estate VIII L.P. group: Blackstone | Executive Officer Managing Director of the General Partner of the GP | Nov 10, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $464,712,000 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Offshore Real Estate VIII L.P. group: Blackstone | Executive Officer Managing Director of the GP | Nov 10, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $464,712,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners IX (Lux) SCSp group: Blackstone | Executive Officer Managing Director of the GP of the Special GP | Nov 2, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,295,711,600 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Feeder IX (Lux) SCSp group: Blackstone | Executive Officer Managing Director of the GP of the Special GP | Nov 2, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,295,711,600 | 61 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Offshore IX L.P. group: Blackstone | Executive Officer Managing Director of the GP | Nov 2, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,012,883,040 | 131 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners IX L.P. group: Blackstone | Executive Officer Managing Director of the GP of the GP | Nov 2, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,012,883,040 | 294 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners GP Solutions - I (Overage) L.P. group: Blackstone | Executive Officer Managing Director of the GP of the GP | Oct 11, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $85,155,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners Offshore GP Solutions L.P. group: Blackstone | Executive Officer Managing Director of the GP | Oct 11, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,408,773,454 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Strategic Partners GP Solutions L.P. group: Blackstone | Executive Officer Managing Director of the GP of the GP | Oct 11, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,408,773,454 | 75 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Tabor Opportunities, LP group: Tabor | Executive Officer, Promoter Principal of the Investment Manager and Managing Member of the GP of the issuer | Aug 11, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $21,463,801 | 12 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Tabor Millennial Fund, LP group: Tabor | Executive Officer, Promoter Principal of the Investment Manager and Managing Member of the General Partner of the Issuer | Mar 11, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $25,005,000 | 2 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Tabor Opportunities, LP group: Tabor | Executive Officer, Promoter Principal of the Investment Manager and Managing Member of the GP of the issuer | Aug 11, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,063,800 | 12 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Tabor Opportunities, LP group: Tabor | Executive Officer, Promoter Principal of the Investment Manager and the General Partner of the Issuer. | Jan 26, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,063,800 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Tabor Opportunities, LP group: Tabor | Executive Officer, Promoter Principal of the Investment Manager and the General Partner of the Issuer. | Jan 28, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,063,800 | 11 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Tabor Opportunities, LP group: Tabor | Executive Officer, Promoter Principal of the Investment Manager and the General Partner of the Issuer. | Jan 28, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | GCM Grosvenor China Harvest III Feeder Fund, L.P. group: Gcm Grosvenor | Executive Officer Mr. Jacoby is an officer of CFIG (Cayman) Holdings Limited, the general partner of the issuer. | May 8, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $44,450,000 | 72 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GCM Grosvenor China Harvest III Feeder Fund, L.P. group: Gcm Grosvenor | Executive Officer Mr. Jacoby is an officer of CFIG (Cayman) Holdings Limited, the general partner of the issuer. | Apr 28, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $41,200,000 | 61 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CFIG AG Net Lease III Feeder Fund, L.P. group: Credit Suisse | Executive Officer Mr. Jacoby is an officer of DLJMB Fund, Inc., the general partner of DLJ Fund Partners III, L.P., the general partner of the issuer. | May 8, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $25,900,000 | 57 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CFIG GSOCS II Feeder, L.P. group: Credit Suisse | Executive Officer Mr. Jacoby is an officer of DLJMB Fund, Inc., the general partner of the general partner of the issuer. | Mar 28, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $32,450,000 | 46 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CFIG GSOCS II Feeder Holdings, L.P. group: Credit Suisse | Executive Officer Mr. Jacoby is an officer of DLJMB Fund, Inc., the general partner of the general partner of the issuer. | Mar 28, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $3,100,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GCM Grosvenor China Harvest III Feeder Fund, L.P. group: Gcm Grosvenor | Executive Officer Mr. Jacoby is an officer of Credit Suisse (Cayman) Management Limited, the general partner of the issuer. | Mar 27, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $12,400,000 | 21 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CS OHESCF, L.P. | Executive Officer Mr. Jacoby is an officer of DLJMB Fund, Inc., the general partner of the general partner of the issuer. | Mar 14, 2012 | D | Indefinite similar: $155,000–$5,250,000 | $15,250,000 | 24 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"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.
People and management entities the issuers listed as related persons on the same Form D filings as Jonathan A. Jacoby. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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