PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:14 AM ET

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Jonathan Roney

Named as an officer, director or promoter on SEC Form D filings · Cayman Islands (as filed: E9), NY, CT · Apr 29, 2013 → Oct 15, 2026

104deals (issuers)
$59.66Breported sold
2,267investors
540Form D filings
2013–2026years on file
Follow this personLook further ↓PDF

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

The short version

Jonathan Roney is listed as an executive officer and director on 540 SEC Form D filings by 104 issuers between Apr 2013 and Oct 2026. Largest by amount reported sold: AQR GRP EL Offshore Fund Ltd. (Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2015–2026; $11.64B reported sold to 205 investors), AQR GRP 10 Offshore Fund Ltd. (Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2014–2026; $5.2B reported sold to 28 investors), AQR Global Risk Premium Offshore Fund Ltd (Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2014–2026; $5.06B reported sold to 66 investors), AQR Style Premia Offshore Fund Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2015–2026; $4.81B reported sold to 167 investors), AQR ABSOLUTE RETURN OFFSHORE FUND LTD (Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2014–2026; $4.62B reported sold to 317 investors) and 99 more (all listed below).

What this means That is a lot of deals — 104 separate companies raised money with this person listed as executive officer and director, over about 13 years. Across those companies the filings report $62.14B sold in total.

Listed alongside Colin MacKay (252 shared filings), AQR Capital Management, LLC (197 shared filings, management entity), Management, LLC AQR Capital (141 shared filings), John Liew (94 shared filings), Clifford Asness (93 shared filings) and 100 others.

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

The issuers belong to 4 sponsor groups: Aqr (305 issuers, $161.19B reported sold, 2009–2026), Squadra (5 issuers, $625.9M reported sold, 2009–2026), Aqr (6 issuers, $2.62B reported sold, 2009–2018) and Group linked by Jonathan Roney (3 issuers, $349M reported sold, 2009–2026).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 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 the newest 50 of 540 public filings for Jonathan Roney and found 4 differences, 2 worth asking the sponsor about: Investor count went down between filings; Paid seller listed without a CRD number: Encounter Capital Israel Limited; 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 Jonathan Roney has not run yet — it is joining a line of 10,676 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 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: AZ, CA, DE, TX, WA (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 Jonathan Roney..

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 are not covered.

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

4 differences found between the filings for Jonathan Roney — 2 worth asking about (compared the newest 50 of 540 filings on Oct 24, 2026; older filings not covered)

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

Investor count went down between filings — Petrus Advisers Investments Feeder Fund (U.S.) L.P.

The Jul 29, 2025 filing reports 8 investors; the Jul 29, 2026 Form D/A reports 6 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) · Jul 29, 2025 ↗Form D/A (later) · Jul 29, 2026 ↗Petrus Advisers Investments Feeder Fund (U.S.) L.P. — PartnerFacts page ↗
Sources
Worth asking · Oct 8, 2026

Paid seller listed without a CRD number: Encounter Capital Israel Limited — AQR Apex Offshore Fund II Ltd.

Encounter Capital Israel Limited is listed as receiving sales compensation on 1 filing (Oct 8, 2026) with no FINRA CRD number given.

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

Form D/A · Oct 8, 2026 ↗BrokerCheck search: Encounter Capital Israel Limited ↗AQR Apex Offshore Fund II Ltd. — PartnerFacts page ↗
Sources
Note · Mar 31, 2020 – Jul 29, 2026

29 address changes between filings

Address moved from London, United Kingdom (as filed: X0) to Grand Cayman, Cayman Islands (as filed: E9) — Petrus Advisers Investments Inc. · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to Greenwich, CT — AQR GRPT EL Master Account Ltd. · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to Greenwich, CT — AQR GRP EL Master Account Ltd. · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to Greenwich, CT — AQR Global Risk Premium Master Account Ltd. · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to Greenwich, CT — AQR GRP 10 Master Account Ltd. · and 24 more

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

Form D/A · Jul 29, 2025 ↗Form D/A · Jul 29, 2026 ↗Petrus Advisers Investments Inc. — PartnerFacts page ↗Form D/A · Nov 13, 2025 ↗
Sources
Note · Feb 12, 2020 – Oct 15, 2026

Jonathan Roney is listed with 2 different address states: NY, E9

NY on 8 filings (Feb 12, 2020 to Dec 11, 2025); Cayman Islands (as filed: E9) on 198 filings (Mar 11, 2020 to Oct 15, 2026).

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

Form D/A · Feb 12, 2020 ↗Form D/A · Mar 11, 2020 ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 540 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

6 of 106 offerings report sales commissions totalling $5,976,488; 0 report finder's fees; 3 report proceeds to related persons totalling $25,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 15, 2026 D
File 021-601429
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Oct 13, 2026 D/A
File 021-204664
$0$0$0
The Investment Manager and its affiliates receive an Incentive Allocation and Management Fee based on the net asset value of each Limited Partner's account as more fully set forth in the offering materials.
None listed on this filingEDGAR ↗
Oct 8, 2026 D/A
File 021-515911
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR INVESTMENTS, LLC BrokerCheck CRD 289244 ↗
Angel Pond Capital LLC BrokerCheck CRD 287761 ↗
Encounter Capital Israel Limited no CRD number reported		EDGAR ↗
Oct 1, 2026 D/A
File 021-494063
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager recieves customary management fees.
None listed on this filingEDGAR ↗
Sep 17, 2026 D/A
File 021-493028
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2026 D/A
File 021-291682
$702,541 (est.)$0$0Perkins Fund Marketing L.L.C. BrokerCheck CRD 45642 ↗EDGAR ↗
Jul 29, 2026 D/A
File 021-291683
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2026 D/A
File 021-458500
$0$0$0
Customary management fees will be paid to Sarissa Capital Management LP, an entity controlled by Alexander Denner, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Jul 20, 2026 D
File 021-591433
$0$0$0
The issuer charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Jul 16, 2026 D
File 021-591076
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Jun 30, 2026 D/A
File 021-404544
$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 filingEDGAR ↗
Jun 25, 2026 D/A
File 021-516839
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Jun 25, 2026 D/A
File 021-516860
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
May 15, 2026 D/A
File 021-546342
$0$0$0
Customary management fees will be paid to Varde Management, L.P. in its capacity as the investment manager of the Issuer, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
May 15, 2026 D/A
File 021-546343
$2,500 (est.)$0$0
Customary management fees will be paid to Varde Management, L.P. in its capacity as the investment manager of the Issuer, as described in the Issuer's Confidential Private Placement Memorandum.
None no CRD number reported
via Introduction Capital Inc.
EDGAR ↗
May 14, 2026 D/A
File 021-515910
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR INVESTMENTS, LLC BrokerCheck CRD 289244 ↗
Angel Pond Capital LLC BrokerCheck CRD 287761 ↗		EDGAR ↗
Apr 9, 2026 D/A
File 021-104440
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 9, 2026 D/A
File 021-208901
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 9, 2026 D/A
File 021-251301
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 9, 2026 D/A
File 021-356311
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 9, 2026 D/A
File 021-356299
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 9, 2026 D/A
File 021-356313
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 9, 2026 D/A
File 021-356318
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 2, 2026 D/A
File 021-161464
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 2, 2026 D/A
File 021-180411
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 2, 2026 D/A
File 021-171984
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 2, 2026 D/A
File 021-127046
$0$0$0
The Investment Manager (or its affiliate)is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 2, 2026 D/A
File 021-271428
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 2, 2026 D/A
File 021-483652
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR INVESTMENTS, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 2, 2026 D/A
File 021-515912
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR INVESTMENTS, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Mar 16, 2026 D/A
File 021-178814
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2026 D/A
File 021-420777
$0$0$0
The issuer charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Mar 16, 2026 D/A
File 021-420778
$0$0$0
The issuer charges a management fee that is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Mar 16, 2026 D/A
File 021-475532
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2026 D
File 021-576573
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Feb 25, 2026 D/A
File 021-116452
$0 (est.)$0 (est.)$10,000 (est.)
The Issuer pays fees of approximately $10,000.00 per annum to its directors. Customary advisory fees are paid by the Issuer to the General Partner and Investment Manager (as applicable) as provided for in the Issuer's offering materials.
MMX Global Partners, LLC BrokerCheck CRD 000286531 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 000149777 ↗
Crewe Capital BrokerCheck CRD 000152527 ↗
Capital Connect, LLC BrokerCheck CRD 000329399 ↗		EDGAR ↗
Feb 25, 2026 D/A
File 021-235882
$0 (est.)$0 (est.)$11,000 (est.)
The issuer pays fees of approximately $11,000.00 per annum to its directors. Customary advisory fees are paid by the Issuer to the General Partner and Investment Manager (as applicable) as provided for in the Issuer's offering materials.
MMX Global Partners, LLC BrokerCheck CRD 000286531 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 000149777 ↗
Crewe Capital BrokerCheck CRD 000152527 ↗
Capital Connect, LLC BrokerCheck CRD 000329399 ↗		EDGAR ↗
Feb 25, 2026 D/A
File 021-93417
$0 (est.)$0 (est.)$4,000 (est.)
The issuer pays fees of approximately $4,000.00 per annum to its directors. Customary advisory fees are paid by the Issuer to the General Partner and Investment Manager (as applicable) as provided for in the Issuer's offering materials.
MMX Global Partners, LLC BrokerCheck CRD 000286531 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 000149777 ↗
Crewe Capital BrokerCheck CRD 000152527 ↗
Capital Connect, LLC BrokerCheck CRD 000329399 ↗		EDGAR ↗
Feb 24, 2026 D/A
File 021-390524
$56,644 (est.)$0 (est.)$0
The Investment Manager of the Issuer, Oak Harbor Capital, LLC, is entitled to receive a quarterly management fee equal to a percentage of the net asset value of the Issuer's assets under management.
Norfolk Markets BrokerCheck CRD 103797 ↗EDGAR ↗
Jan 9, 2026 D/A
File 021-127082
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified perentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Jan 9, 2026 D/A
File 021-240886
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Jan 9, 2026 D/A
File 021-277791
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Jan 9, 2026 D/A
File 021-399272
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Jan 9, 2026 D/A
File 021-546099
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Jan 8, 2026 D/A
File 021-242013
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Dec 11, 2025 D/A
File 021-303232
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2025 D
File 021-566531
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Dec 11, 2025 D
File 021-566535
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Nov 7, 2025 D/A
File 021-213437
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
INTE Securities, LLC BrokerCheck CRD 000047107 ↗
Lamon & Stern, Inc. BrokerCheck CRD 000010839 ↗
Hamilton Miller Investments, LLC BrokerCheck CRD 000041896 ↗
via EQUITYBEE SECURITIES, LLC (CRD 000041896 ↗)

OMAR NAEEM BrokerCheck CRD 004477016 ↗
via BLUE SAND SECURITIES, LLC (CRD 000142976 ↗)

STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 000000793 ↗
OLD CITY SECURITIES LLC BrokerCheck CRD 000171910 ↗		EDGAR ↗
May 10, 2024 D/A
File 021-367783
$0$0$0
Customary management fees will be paid to Sarissa Capital Management LP, an entity controlled by Alexander Denner, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Mar 14, 2024 D/A
File 021-277830
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Sep 8, 2023 D/A
File 021-294546
$0 (est.)$0 (est.)$0 (est.)
The Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Mar 23, 2023 D/A
File 021-156953
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Mar 9, 2023 D/A
File 021-104439
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Mar 7, 2023 D/A
File 021-364626
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2023 D/A
File 021-103243
$0$0$0 (est.)
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Oct 13, 2022 D/A
File 021-109334
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Sep 22, 2022 D/A
File 021-249547
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Aug 12, 2021 D/A
File 021-170973
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
May 10, 2021 D/A
File 021-195693
$0$0$0
Customary management fees will be paid to Sarissa Capital Management LP, an entity controlled by Alexander Denner, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Mar 26, 2021 D/A
File 021-297500
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Oct 28, 2020 D
File 021-379046
$0$0$0
Issuer's confidential offering materials fully discuss management fees.
None listed on this filingEDGAR ↗
Sep 11, 2020 D/A
File 021-99600
$2,804,227 (est.)$0$0
The fund charges a management fee that is described in the fund's governing documents.
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Sep 10, 2020 D/A
File 021-158495
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Sep 9, 2020 D
File 021-375103
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Aug 13, 2020 D/A
File 021-104436
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Aug 13, 2020 D/A
File 021-217165
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
Merrill, Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
AQR Investments, LLC BrokerCheck CRD 289244 ↗		EDGAR ↗
May 14, 2020 D/A
File 021-283359
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Apr 23, 2020 D/A
File 021-277816
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Dec 12, 2019 D/A
File 021-276620
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Nov 27, 2019 D/A
File 021-170967
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Nov 4, 2019 D/A
File 021-158707
$2,112,840$0$0 (est.)"Resource Securities Inc. (""RS"")" BrokerCheck CRD 133022 ↗
via Resource Securities Inc. (CRD 133022 ↗)

"Far Hills Group, LLC (""FHG"")" BrokerCheck CRD 32243 ↗
via Far Hills Group, LLC (CRD 32243 ↗)

"London Management Group (""LMG"")" no CRD number reported
"CVC Funding, LLC (""CFL"")" BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)
EDGAR ↗
Nov 4, 2019 D/A
File 021-263186
$297,736$0$0"Far Hills Group, LLC (""FHG"")" BrokerCheck CRD 32243 ↗
via Far Hills Group, LLC (CRD 32243 ↗)

"CVC Funding, LLC (""CFL"")" BrokerCheck CRD 277056 ↗
via CVC Funding, LLC (CRD 277056 ↗)
EDGAR ↗
Oct 10, 2019 D/A
File 021-143642
$0$0$0
The Investment Manager (or its affiliate) is entitled to receive an annual managment fee in an amount equal to a specified percentage of assets uner management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Aug 22, 2019 D/A
File 021-165603
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Aug 8, 2019 D/A
File 021-197423
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Jun 27, 2019 D/A
File 021-101105
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
May 23, 2019 D/A
File 021-235087
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
May 23, 2019 D/A
File 021-142461
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
AQR Investments, LLC BrokerCheck CRD 289244 ↗EDGAR ↗
Oct 25, 2018 D/A
File 021-297502
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jul 27, 2018 D/A
File 021-246795
$0$0$0None listed on this filingEDGAR ↗
Jun 7, 2018 D/A
File 021-264786
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees and non-affiliated Directors are paid customary directors' fees.
Eureka Pte Capital Partners Limited no CRD number reported
Eurekacap Partners, Inc. (Eureka USA) BrokerCheck CRD 142248 ↗		EDGAR ↗
May 30, 2018 D/A
File 021-287666
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Feb 23, 2018 D/A
File 021-76627
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Jan 22, 2018 D/A
File 021-256185
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jan 17, 2018 D/A
File 021-277827
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jan 2, 2018 D/A
File 021-229166
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees, as provided in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Nov 8, 2017 D/A
File 021-233430
$0$0$0None listed on this filingEDGAR ↗
Oct 27, 2017 D
File 021-297585
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Oct 26, 2017 D
File 021-297509
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jul 6, 2017 D/A
File 021-177457
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jun 8, 2017 D/A
File 021-101817
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Feb 6, 2017 D/A
File 021-190072
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Dec 9, 2016 D/A
File 021-199397
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees and non-affiliated Directors are paid customary directors' fees, as provided in the Issuer's offering documents.
PAPAMARKOU WELLNER & CO., INC. BrokerCheck CRD 10963 ↗EDGAR ↗
Nov 4, 2016 D/A
File 021-250757
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jun 3, 2016 D/A
File 021-103232
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Mar 16, 2016 D/A
File 021-128950
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Dec 30, 2015 D/A
File 021-180550
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Dec 21, 2015 D/A
File 021-184715
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Dec 7, 2015 D/A
File 021-128626
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Nov 12, 2015 D/A
File 021-197271
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Oct 8, 2015 D/A
File 021-230931
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Dec 31, 2014 D/A
File 021-102248
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Sep 24, 2014 D/A
File 021-200275
$0$0$0
The investment manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Jan 21, 2014 D
File 021-210408
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jan 21, 2014 D
File 021-210411
$0$0$0 (est.)None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 104

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

AA
Pooled Investment Fund · group: Aqr

AQR Adaptive Equities S&P 500 Fusion Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 15, 2026
  • Oct 15, 2026 · D · $100,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $100M from 1 investor as of the latest filing. Jonathan 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.

1W
Pooled Investment Fund · group: 12 West

12 West Capital Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 18, 2024 → Oct 13, 2026 · 4 filings
  • Oct 13, 2026 · D/A · $285,118,365 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 13, 2026 · D/A · $285,118,365 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 17, 2025 · D/A · $285,118,365 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 18, 2024 · D/A · $285,118,365 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗

Raised $285.1M from 8 investors as of the latest filing. Jonathan 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.

AA
Pooled Investment Fund · group: Aqr

AQR Apex Offshore Fund II Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jun 13, 2024 → Oct 8, 2026 · 5 filings
  • Oct 8, 2026 · D/A · $621,111,500 sold of Indefinite · 58 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 14, 2026 · D/A · $445,930,468 sold of Indefinite · 51 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 2, 2026 · D/A · $341,440,468 sold of Indefinite · 49 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 12, 2025 · D/A · $84,424,071 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 13, 2024 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $621.1M from 58 investors as of the latest filing. Jonathan 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.

GO
Pooled Investment Fund · group: Gumshoe

Gumshoe Offshore Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Oct 6, 2023 → Oct 1, 2026 · 4 filings
  • Oct 1, 2026 · D/A · $104,198,805 sold of Indefinite · 17 investors · min. $100,000 · role: Director (Director) EDGAR ↗
  • Oct 6, 2025 · D/A · $92,379,324 sold of Indefinite · 12 investors · min. $100,000 · role: Director (Director) EDGAR ↗
  • Oct 4, 2024 · D/A · $57,032,490 sold of Indefinite · 11 investors · min. $100,000 · role: Director (Director) EDGAR ↗
  • Oct 6, 2023 · D · $13,300,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director (Director) EDGAR ↗

Raised $104.2M from 17 investors as of the latest filing. Jonathan 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.

CD
Pooled Investment Fund

Clearwater Diversifying Strategies Offshore Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Sep 26, 2023 → Sep 17, 2026 · 4 filings
  • Sep 17, 2026 · D/A · $16,510,000 sold of Indefinite · 12 investors · min. $300,000 · role: Director EDGAR ↗
  • Sep 18, 2025 · D/A · $16,160,000 sold of Indefinite · 12 investors · min. $300,000 · role: Director EDGAR ↗
  • Sep 20, 2024 · D/A · $16,160,000 sold of Indefinite · 12 investors · min. $300,000 · role: Director EDGAR ↗
  • Sep 26, 2023 · D · $0 sold of Indefinite · 0 investors · min. $300,000 · role: Director EDGAR ↗

Raised $16.5M from 12 investors as of the latest filing. Jonathan 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.

PA
Pooled Investment Fund · group: Petrus

Petrus Advisers Investments Inc.

London, United Kingdom (as filed: X0) · Jul 29, 2026
  • Jul 29, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan 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(c) (8,096 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.

PA
Pooled Investment Fund · group: Petrus

Petrus Advisers Investments Feeder Fund (U.S.) L.P.

London, United Kingdom (as filed: X0) · Jul 29, 2026
  • Jul 29, 2026 · D/A · $35,881,595 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗

Raised $35.9M from 8 investors as of the latest filing. Jonathan 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(c) (8,096 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.

SC
Pooled Investment Fund · group: Sarissa

Sarissa Capital Offshore Fund Ltd

Greenwich, CT · Apr 22, 2016 → Jul 21, 2026 · 11 filings
  • Jul 21, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗
  • Jul 16, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗
  • May 10, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗
  • Apr 28, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗
  • Sep 9, 2022 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗
  • May 10, 2021 · D/A · $318,830,933 sold of Indefinite · 22 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗
  • May 1, 2020 · D/A · $279,230,933 sold of Indefinite · 19 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗
  • Apr 19, 2019 · D/A · $255,600,000 sold of Indefinite · 13 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗
  • Apr 19, 2018 · D/A · $236,810,871 sold of Indefinite · 11 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗
  • Apr 20, 2017 · D/A · $210,340,042 sold of Indefinite · 8 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗
  • Apr 22, 2016 · D/A · $210,215,076 sold of Indefinite · 8 investors · min. $100,000 · role: Director (Director of the Issuer.) EDGAR ↗

Raised $318.8M from 22 investors as of the latest filing. Jonathan is listed as director on 11 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.

CC
Pooled Investment Fund · group: Conatus

CenterBook Centaur Global Active Extension Offshore Fund II Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jul 20, 2026
  • Jul 20, 2026 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan 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(c) (8,096 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.

AA
Pooled Investment Fund · group: Aqr

AQR Apex Offshore Alphaport Fund IV Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jul 16, 2026
  • Jul 16, 2026 · D · $50,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $50M from 1 investor as of the latest filing. Jonathan 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.

EI
Pooled Investment Fund

Enhalus Intertidal Overseas, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jun 29, 2021 → Jun 30, 2026 · 6 filings
  • Jun 30, 2026 · D/A · $2,758,147 sold of Indefinite · 8 investors · min. $100,000 · role: Director (Mr. Roney is a Director of the Issuer.) EDGAR ↗
  • Jun 30, 2025 · D/A · $2,758,147 sold of Indefinite · 8 investors · min. $100,000 · role: Director (Mr. Roney is a Director of the Issuer.) EDGAR ↗
  • Jun 28, 2024 · D/A · $2,758,147 sold of Indefinite · 8 investors · min. $100,000 · role: Director (Mr. Roney is a Director of the Issuer.) EDGAR ↗
  • Jun 29, 2023 · D/A · $2,758,147 sold of Indefinite · 8 investors · min. $100,000 · role: Director (Mr. Roney is a Director of the Issuer.) EDGAR ↗
  • Jun 29, 2022 · D/A · $2,658,147 sold of Indefinite · 8 investors · min. $100,000 · role: Director (Mr. Roney is a Director of the Issuer.) EDGAR ↗
  • Jun 29, 2021 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Mr. Roney is a Director of the Issuer.) EDGAR ↗

Raised $2.76M from 8 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

FB
Pooled Investment Fund · group: Finch Bay

Finch Bay Capital Fund LP

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jun 25, 2024 → Jun 25, 2026 · 3 filings
  • Jun 25, 2026 · D/A · $16,550,000 sold of Indefinite · 23 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Jun 25, 2025 · D/A · $16,300,000 sold of Indefinite · 22 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗
  • Jun 25, 2024 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗

Raised $16.6M from 23 investors as of the latest filing. Jonathan is listed as director on 3 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.

FB
Pooled Investment Fund · group: Finch Bay

Finch Bay Capital Fund Ltd

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jun 25, 2024 → Jun 25, 2026 · 3 filings
  • Jun 25, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 25, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 25, 2024 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as director on 3 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.

VS
Pooled Investment Fund · group: Varde

Varde Subscription Line Fund (Offshore), L.P.

Minneapolis, MN · May 16, 2025 → May 15, 2026 · 2 filings
  • May 15, 2026 · D/A · $300,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗
  • May 16, 2025 · D · $300,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $300M from 1 investor as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VS
Pooled Investment Fund · group: Varde

Varde Subscription Line Fund, L.P.

Minneapolis, MN · May 16, 2025 → May 15, 2026 · 2 filings
  • May 15, 2026 · D/A · $340,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗
  • May 16, 2025 · D · $340,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $340M from 2 investors as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AA
Pooled Investment Fund · group: Aqr

AQR Alternative Trends Offshore Fund II Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jun 13, 2024 → May 14, 2026 · 4 filings
  • May 14, 2026 · D/A · $545,344,675 sold of Indefinite · 68 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 2, 2026 · D/A · $535,594,675 sold of Indefinite · 67 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 12, 2025 · D/A · $274,350,000 sold of Indefinite · 25 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 13, 2024 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $545.3M from 68 investors as of the latest filing. Jonathan 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.

AG
Pooled Investment Fund · group: Aqr Grpt

AQR GRPT EL Master Account Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 9, 2026
  • Apr 9, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan 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.

AG
Pooled Investment Fund · group: Aqr

AQR GRP EL Master Account Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 9, 2026
  • Apr 9, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Risk Premium Master Account Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 9, 2026
  • Apr 9, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan 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.

AG
Pooled Investment Fund · group: Aqr

AQR GRP 10 Master Account Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 9, 2026
  • Apr 9, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan 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.

AS
Pooled Investment Fund · group: Aqr

AQR Style Premia Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 11, 2016 → Apr 9, 2026 · 11 filings
  • Apr 9, 2026 · D/A · $4,807,599,543 sold of Indefinite · 167 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 23, 2025 · D/A · $4,806,046,868 sold of Indefinite · 167 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 24, 2024 · D/A · $4,806,046,868 sold of Indefinite · 167 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 9, 2023 · D/A · $4,805,303,580 sold of Indefinite · 167 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 10, 2022 · D/A · $4,798,109,560 sold of Indefinite · 163 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 12, 2021 · D/A · $4,772,198,205 sold of Indefinite · 160 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 25, 2020 · D/A · $4,644,017,015 sold of Indefinite · 157 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 27, 2019 · D/A · $4,567,440,865 sold of Indefinite · 157 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 7, 2018 · D/A · $4,407,109,944 sold of Indefinite · 155 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 15, 2017 · D/A · $4,086,865,944 sold of Indefinite · 153 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 11, 2016 · D/A · $1,864,561,612 sold of Indefinite · 75 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $4.81B from 167 investors as of the latest filing. Jonathan is listed as director on 11 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.

AG
Pooled Investment Fund · group: Aqr Grpt

AQR GRPT EL Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Nov 16, 2015 → Apr 9, 2026 · 13 filings
  • Apr 9, 2026 · D/A · $832,980,657 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 9, 2025 · D/A · $832,980,657 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 10, 2024 · D/A · $832,980,657 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 12, 2023 · D/A · $832,980,657 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 13, 2022 · D/A · $820,707,473 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 13, 2022 · D/A · $820,707,473 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 14, 2021 · D/A · $670,284,764 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 22, 2020 · D/A · $670,284,764 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 24, 2019 · D/A · $624,884,764 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 9, 2018 · D/A · $624,884,764 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 14, 2017 · D/A · $624,884,764 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 18, 2016 · D/A · $584,884,764 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 16, 2015 · D · $479,884,764 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $833M from 10 investors as of the latest filing. Jonathan is listed as director on 13 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Risk Premium Offshore Fund Ltd

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Oct 8, 2015 → Apr 9, 2026 · 12 filings
  • Apr 9, 2026 · D/A · $5,059,562,793 sold of Indefinite · 66 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 11, 2025 · D/A · $5,056,562,793 sold of Indefinite · 66 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 12, 2024 · D/A · $5,040,562,793 sold of Indefinite · 66 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 14, 2023 · D/A · $5,029,562,793 sold of Indefinite · 66 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 22, 2022 · D/A · $5,023,062,793 sold of Indefinite · 66 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 23, 2021 · D/A · $5,023,062,793 sold of Indefinite · 66 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 24, 2020 · D/A · $4,501,562,793 sold of Indefinite · 66 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 26, 2019 · D/A · $4,495,562,793 sold of Indefinite · 66 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 5, 2018 · D/A · $4,467,562,793 sold of Indefinite · 66 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 5, 2017 · D/A · $3,964,562,793 sold of Indefinite · 65 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 6, 2016 · D/A · $3,353,982,793 sold of Indefinite · 65 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 8, 2015 · D/A · $3,311,982,793 sold of Indefinite · 65 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $5.06B from 66 investors as of the latest filing. Jonathan is listed as director on 12 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Macro Offshore Fund II Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jun 8, 2023 → Apr 2, 2026 · 4 filings
  • Apr 2, 2026 · D/A · $18,165,595 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 22, 2025 · D/A · $15,549,657 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 23, 2024 · D/A · $10,572,106 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $18.2M from 1 investor as of the latest filing. Jonathan 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Macro Offshore Fund III Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jun 13, 2024 → Apr 2, 2026 · 3 filings
  • Apr 2, 2026 · D/A · $158,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 12, 2025 · D/A · $158,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 13, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $158M from 4 investors as of the latest filing. Jonathan is listed as director on 3 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.

AG
Pooled Investment Fund · group: Aqr

AQR GRP 10 Offshore Fund Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Dec 31, 2015 → Apr 2, 2026 · 13 filings
  • Apr 2, 2026 · D/A · $5,200,505,121 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 10, 2025 · D/A · $5,200,505,121 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 11, 2024 · D/A · $5,200,505,121 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 13, 2023 · D/A · $5,200,505,121 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 15, 2022 · D/A · $5,200,505,121 sold of Indefinite · 28 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 22, 2021 · D/A · $2,637,752,560 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 23, 2020 · D/A · $2,462,752,560 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 8, 2019 · D/A · $2,442,752,560 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 9, 2018 · D/A · $2,426,252,560 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 9, 2018 · D/A · $2,366,252,560 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 17, 2017 · D/A · $2,366,252,560 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 17, 2016 · D/A · $2,351,252,560 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 31, 2015 · D/A · $2,351,252,560 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $5.2B from 28 investors as of the latest filing. Jonathan is listed as director on 13 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.

AG
Pooled Investment Fund · group: Aqr

AQR GRP EL Offshore Fund Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Aug 7, 2015 → Apr 2, 2026 · 12 filings
  • Apr 2, 2026 · D/A · $11,636,980,759 sold of Indefinite · 205 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 10, 2025 · D/A · $11,636,980,759 sold of Indefinite · 205 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 11, 2024 · D/A · $11,426,980,759 sold of Indefinite · 205 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 13, 2023 · D/A · $11,301,405,759 sold of Indefinite · 205 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 15, 2022 · D/A · $11,279,807,134 sold of Indefinite · 205 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 22, 2021 · D/A · $5,656,831,067 sold of Indefinite · 121 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 23, 2020 · D/A · $5,360,866,067 sold of Indefinite · 116 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 25, 2019 · D/A · $5,258,767,488 sold of Indefinite · 114 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 1, 2018 · D/A · $5,060,319,488 sold of Indefinite · 112 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 8, 2017 · D/A · $4,891,785,664 sold of Indefinite · 110 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 9, 2016 · D/A · $3,822,814,518 sold of Indefinite · 106 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 7, 2015 · D/A · $3,533,665,685 sold of Indefinite · 102 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $11.64B from 205 investors as of the latest filing. Jonathan is listed as director on 12 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Risk Premium Offshore Fund III Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Sep 2, 2016 → Apr 2, 2026 · 11 filings
  • Apr 2, 2026 · D/A · $1,680,035,864 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 24, 2025 · D/A · $1,670,035,864 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 8, 2024 · D/A · $1,670,035,864 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 10, 2023 · D/A · $1,640,035,864 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 11, 2022 · D/A · $1,640,035,864 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 12, 2021 · D/A · $1,624,935,864 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 13, 2020 · D/A · $1,594,935,864 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 22, 2019 · D/A · $1,594,935,864 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 28, 2018 · D/A · $1,564,935,864 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 31, 2017 · D/A · $1,564,935,864 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 2, 2016 · D/A · $1,564,935,864 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $1.68B from 17 investors as of the latest filing. Jonathan is listed as director on 11 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.

AG
Pooled Investment Fund · group: Aqr

AQR GRP EL 12 Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 18, 2015 → Apr 2, 2026 · 12 filings
  • Apr 2, 2026 · D/A · $964,911,912 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 24, 2025 · D/A · $801,973,282 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 8, 2024 · D/A · $795,067,402 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 10, 2023 · D/A · $775,633,058 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 11, 2022 · D/A · $753,274,099 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 12, 2021 · D/A · $739,329,274 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 13, 2020 · D/A · $725,600,685 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 22, 2019 · D/A · $628,408,821 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 24, 2018 · D/A · $620,753,816 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 31, 2017 · D/A · $387,036,733 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 1, 2016 · D/A · $387,036,733 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 18, 2015 · D/A · $386,936,733 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $964.9M from 17 investors as of the latest filing. Jonathan is listed as director on 12 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.

AG
Pooled Investment Fund · group: Aqr

AQR GLOBAL RISK PREMIUM MASTER ACCOUNT II LTD

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Sep 28, 2016 → Apr 2, 2026 · 10 filings
  • Apr 2, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 11, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 12, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 14, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 22, 2022 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 23, 2021 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 24, 2020 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 26, 2019 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 9, 2018 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 28, 2016 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as director on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AA
Pooled Investment Fund · group: Aqr

AQR Adaptive Equities Offshore Alphaport Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 16, 2026
  • Mar 16, 2026 · D · $155,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $155M from 2 investors as of the latest filing. Jonathan 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.

CC
Pooled Investment Fund · group: Conatus

CenterBook Centaur Global Active Extension Offshore Fund Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Nov 12, 2021 → Mar 16, 2026 · 6 filings
  • Mar 16, 2026 · D/A · $18,548,768 sold of Indefinite · 20 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 7, 2025 · D/A · $18,548,768 sold of Indefinite · 20 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 8, 2024 · D/A · $18,548,768 sold of Indefinite · 20 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 9, 2023 · D/A · $4,698,768 sold of Indefinite · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 10, 2022 · D/A · $3,148,768 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 12, 2021 · D · $2,090,087 sold of Indefinite · 7 investors · min. $100,000 · role: Director EDGAR ↗

Raised $18.5M from 20 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CC
Pooled Investment Fund · group: Conatus

CenterBook Centaur Global Alpha Offshore Fund Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Nov 12, 2021 → Mar 16, 2026 · 6 filings
  • Mar 16, 2026 · D/A · $121,098,339 sold of Indefinite · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 7, 2025 · D/A · $121,098,339 sold of Indefinite · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 8, 2024 · D/A · $121,098,339 sold of Indefinite · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 9, 2023 · D/A · $109,792,439 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 10, 2022 · D/A · $50,700,000 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 12, 2021 · D · $700,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗

Raised $121.1M from 13 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

SE
Pooled Investment Fund · group: Squadra

SV4 Equity LLC

Rio De Janeiro, Brazil (as filed: D5) · Mar 10, 2023 → Mar 16, 2026 · 4 filings
  • Mar 16, 2026 · D/A · $230,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (c/o Hawksford Governance Services Cayman) EDGAR ↗
  • Mar 5, 2025 · D/A · $230,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (c/o Paradigm Governance Partners Limited) EDGAR ↗
  • Mar 5, 2024 · D/A · $120,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (c/o Paradigm Governance Partners Limited) EDGAR ↗
  • Mar 10, 2023 · D · $100,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (c/o Paradigm Governance Partners Limited) EDGAR ↗

Raised $230M from 1 investor as of the latest filing. Jonathan is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SE
Pooled Investment Fund · group: Squadra

Squadra Equity Fund Ltd.

Rio De Janeiro, Brazil (as filed: D5) · Mar 25, 2016 → Mar 16, 2026 · 11 filings
  • Mar 16, 2026 · D/A · $208,638,458 sold of Indefinite · 13 investors · min. $100,000 · role: Director (c/o Hawksford Governance Services Cayman Limited) EDGAR ↗
  • Mar 5, 2025 · D/A · $208,638,458 sold of Indefinite · 13 investors · min. $100,000 · role: Director (c/o Paradigm Governance Partners Limited) EDGAR ↗
  • Mar 5, 2024 · D/A · $208,638,458 sold of Indefinite · 13 investors · min. $100,000 · role: Director (c/o Paradigm Governance Partners Limited) EDGAR ↗
  • Mar 7, 2023 · D/A · $208,438,458 sold of Indefinite · 13 investors · min. $100,000 · role: Director (c/o Paradigm Governance Partners Limited) EDGAR ↗
  • Mar 7, 2022 · D/A · $208,438,458 sold of Indefinite · 13 investors · min. $100,000 · role: Director (c/o Paradigm Governance Partners Limited) EDGAR ↗
  • Mar 5, 2021 · D/A · $208,438,458 sold of Indefinite · 13 investors · min. $100,000 · role: Director (Address is c/o Intertrust Corporate Services (Cayman) Limited) EDGAR ↗
  • Mar 11, 2020 · D/A · $207,938,458 sold of Indefinite · 13 investors · min. $100,000 · role: Director (Address is c/o Intertrust Corporate Services (Cayman) Limited) EDGAR ↗
  • Mar 11, 2019 · D/A · $185,800,000 sold of Indefinite · 13 investors · min. $100,000 · role: Director (Address is c/o Intertrust Corporate Services (Cayman) Limited) EDGAR ↗
  • Mar 7, 2018 · D/A · $183,300,000 sold of Indefinite · 12 investors · min. $100,000 · role: Director (Address is c/o Intertrust Corporate Services (Cayman) Limited) EDGAR ↗
  • Mar 15, 2017 · D/A · $183,300,000 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 25, 2016 · D/A · $183,300,000 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗

Raised $208.6M from 13 investors as of the latest filing. Jonathan is listed as director on 11 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.

PA
Pooled Investment Fund · group: Group linked by Jonathan Roney

Palo Alto Advanced Life Sciences Offshore Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 29, 2021 → Feb 25, 2026 · 6 filings
  • Feb 25, 2026 · D/A · $74,655,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 26, 2025 · D/A · $74,655,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 1, 2024 · D/A · $74,655,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 3, 2023 · D/A · $74,655,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 16, 2022 · D/A · $74,655,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 29, 2021 · D/A · $74,325,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $74.7M from 16 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PA
Pooled Investment Fund · group: Group linked by Jonathan Roney

PALO ALTO HEALTHCARE OFFSHORE II LTD

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 29, 2021 → Feb 25, 2026 · 6 filings
  • Feb 25, 2026 · D/A · $228,450,000 sold of Indefinite · 65 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 26, 2025 · D/A · $228,450,000 sold of Indefinite · 65 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 1, 2024 · D/A · $228,450,000 sold of Indefinite · 65 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 3, 2023 · D/A · $228,450,000 sold of Indefinite · 65 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 16, 2022 · D/A · $208,450,000 sold of Indefinite · 65 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 29, 2021 · D/A · $193,450,000 sold of Indefinite · 65 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $228.4M from 65 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PA
Pooled Investment Fund · group: Group linked by Jonathan Roney

PALO ALTO HEALTHCARE OFFSHORE LTD

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 29, 2021 → Feb 25, 2026 · 6 filings
  • Feb 25, 2026 · D/A · $45,850,000 sold of Indefinite · 17 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 26, 2025 · D/A · $45,850,000 sold of Indefinite · 17 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 1, 2024 · D/A · $45,850,000 sold of Indefinite · 17 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 3, 2023 · D/A · $45,850,000 sold of Indefinite · 17 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 16, 2022 · D/A · $45,850,000 sold of Indefinite · 17 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 29, 2021 · D/A · $45,850,000 sold of Indefinite · 17 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $45.9M from 17 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

OH
Pooled Investment Fund

Oak Harbor Capital Special Opportunities Offshore Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Feb 25, 2022 → Feb 24, 2026 · 5 filings
  • Feb 24, 2026 · D/A · $8,566,386 sold of Indefinite · 27 investors · min. $100,000 · role: Director (Mr. Roney is a director of the Issuer.) EDGAR ↗
  • Feb 24, 2025 · D/A · $8,551,956 sold of Indefinite · 27 investors · min. $100,000 · role: Director (Mr. Roney is a director of the Issuer.) EDGAR ↗
  • Feb 23, 2024 · D/A · $7,672,070 sold of Indefinite · 22 investors · min. No minimum reported · role: Director (Mr. Roney is a director of the Issuer.) EDGAR ↗
  • Feb 24, 2023 · D/A · $7,005,388 sold of Indefinite · 19 investors · min. No minimum reported · role: Director (Mr. Roney is a director of the Issuer.) EDGAR ↗
  • Feb 25, 2022 · D/A · $5,645,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Director (Mr. Roney is a director of the Issuer.) EDGAR ↗

Raised $8.57M from 27 investors as of the latest filing. Jonathan 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.

AA
Pooled Investment Fund · group: Aqr

AQR Adaptive Equities Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · May 14, 2025 → Jan 9, 2026 · 2 filings
  • Jan 9, 2026 · D/A · $207,200,000 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 14, 2025 · D · $100,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $207.2M from 4 investors as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AA
Pooled Investment Fund · group: Aqr

AQR Alternative Trends Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · May 13, 2021 → Jan 9, 2026 · 6 filings
  • Jan 9, 2026 · D/A · $712,249,555 sold of Indefinite · 72 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 8, 2025 · D/A · $339,765,139 sold of Indefinite · 36 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 9, 2024 · D/A · $81,471,192 sold of Indefinite · 22 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 11, 2023 · D/A · $2,860,000 sold of Indefinite · 3 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 12, 2022 · D/A · $860,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 13, 2021 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $712.2M from 72 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Aqr

AQR GRP EL 20 MASTER ACCOUNT LTD.

Grand Cayman, Cayman Islands (as filed: E9) · May 31, 2016 → Jan 9, 2026 · 11 filings
  • Jan 9, 2026 · D/A · $765,657,441 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 8, 2025 · D/A · $765,657,441 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 9, 2024 · D/A · $762,937,289 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 11, 2023 · D/A · $762,937,289 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 12, 2022 · D/A · $762,937,289 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 13, 2021 · D/A · $762,937,289 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 14, 2020 · D/A · $762,937,289 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 23, 2019 · D/A · $762,937,289 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 7, 2018 · D/A · $748,085,247 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 6, 2017 · D/A · $748,085,247 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 31, 2016 · D/A · $748,060,247 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $765.7M from 4 investors as of the latest filing. Jonathan is listed as director on 11 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.

AO
Pooled Investment Fund · group: Aqr

AQR OFFSHORE MULTI-STRATEGY FUND XIX LTD

Grand Cayman, Cayman Islands (as filed: E9) · Jan 6, 2017 → Jan 9, 2026 · 11 filings
  • Jan 9, 2026 · D/A · $331,968,029 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 23, 2025 · D/A · $331,968,029 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 25, 2024 · D/A · $281,836,449 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 26, 2023 · D/A · $232,460,179 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 27, 2022 · D/A · $232,460,179 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 13, 2021 · D/A · $232,460,179 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 14, 2020 · D/A · $232,460,179 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 23, 2019 · D/A · $232,460,179 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 28, 2019 · D/A · $232,460,179 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 7, 2018 · D/A · $232,460,179 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 6, 2017 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $332M from 1 investor as of the latest filing. Jonathan is listed as director on 11 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.

AO
Pooled Investment Fund · group: Aqr

AQR Offshore Multi-Strategy Fund IV Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Dec 11, 2015 → Jan 9, 2026 · 12 filings
  • Jan 9, 2026 · D/A · $122,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 23, 2025 · D/A · $122,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 25, 2024 · D/A · $122,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 26, 2023 · D/A · $122,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 27, 2022 · D/A · $122,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 14, 2021 · D/A · $122,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 22, 2020 · D/A · $122,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 24, 2019 · D/A · $122,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 1, 2018 · D/A · $97,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 1, 2017 · D/A · $97,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 7, 2016 · D/A · $97,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 11, 2015 · D/A · $97,910,010 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $122.9M from 1 investor as of the latest filing. Jonathan is listed as director on 12 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.

AA
Pooled Investment Fund · group: Aqr

AQR ABSOLUTE RETURN OFFSHORE FUND LTD

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jun 17, 2015 → Jan 8, 2026 · 12 filings
  • Jan 8, 2026 · D/A · $4,615,545,465 sold of Indefinite · 317 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 10, 2025 · D/A · $4,615,343,303 sold of Indefinite · 317 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 11, 2024 · D/A · $4,604,868,345 sold of Indefinite · 317 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 12, 2023 · D/A · $4,572,897,754 sold of Indefinite · 316 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 13, 2022 · D/A · $4,519,998,447 sold of Indefinite · 314 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 10, 2021 · D/A · $4,519,927,741 sold of Indefinite · 314 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 11, 2020 · D/A · $4,516,468,594 sold of Indefinite · 314 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 13, 2019 · D/A · $4,515,949,531 sold of Indefinite · 314 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 21, 2018 · D/A · $4,310,598,587 sold of Indefinite · 312 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 13, 2017 · D/A · $4,172,949,528 sold of Indefinite · 303 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 16, 2016 · D/A · $4,041,521,567 sold of Indefinite · 293 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 17, 2015 · D · $3,988,693,261 sold of Indefinite · 290 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $4.62B from 317 investors as of the latest filing. Jonathan is listed as director on 12 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.

AA
Pooled Investment Fund · group: Aqr

AQR Apex Offshore Alphaport Fund II Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 11, 2025
  • Dec 11, 2025 · D · $119,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $119M from 2 investors as of the latest filing. Jonathan 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.

AA
Pooled Investment Fund · group: Aqr

AQR Apex Offshore Alphaport Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 11, 2025
  • Dec 11, 2025 · D · $35,500,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $35.5M from 1 investor as of the latest filing. Jonathan 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.

LM
Pooled Investment Fund

Lansing Management Offshore, Ltd.

New York, NY · Jan 16, 2018 → Dec 11, 2025 · 11 filings
  • Dec 11, 2025 · D/A · $13,940,000 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 11, 2024 · D/A · $13,940,000 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 12, 2023 · D/A · $13,940,000 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 10, 2023 · D/A · $13,940,000 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 7, 2022 · D/A · $13,240,000 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 3, 2022 · D/A · $12,640,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 10, 2021 · D/A · $12,640,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 12, 2020 · D/A · $12,640,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 15, 2019 · D/A · $12,640,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 16, 2018 · D/A · $925,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 16, 2018 · D · $425,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $13.9M from 6 investors as of the latest filing. Jonathan is listed as director on 11 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.

CO
Pooled Investment Fund · group: Corre

Corre Opportunities Offshore Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 22, 2016 → Nov 7, 2025 · 11 filings
  • Nov 7, 2025 · D/A · $347,946,167 sold of $1,000,000,000 · 81 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 7, 2024 · D/A · $347,946,167 sold of $1,000,000,000 · 81 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 9, 2023 · D/A · $346,736,167 sold of $1,000,000,000 · 80 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 10, 2022 · D/A · $345,786,167 sold of $1,000,000,000 · 79 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 12, 2021 · D/A · $334,711,655 sold of $1,000,000,000 · 70 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 13, 2020 · D/A · $272,211,655 sold of $1,000,000,000 · 60 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 15, 2019 · D/A · $196,455,655 sold of $1,000,000,000 · 39 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 16, 2018 · D/A · $144,840,655 sold of $1,000,000,000 · 32 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 16, 2017 · D/A · $54,660,223 sold of $1,000,000,000 · 17 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 21, 2017 · D/A · $46,445,223 sold of $1,000,000,000 · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 22, 2016 · D/A · $82,849,223 sold of $1,000,000,000 · 23 investors · min. $100,000 · role: Director EDGAR ↗

Raised $347.9M from 81 investors (35% of the $1B target) as of the latest filing. Jonathan is listed as director on 11 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.

SC
Pooled Investment Fund · group: Sarissa

Sarissa Capital Offshore Fund II Ltd

Greenwich, CT · May 27, 2020 → May 10, 2024 · 6 filings
  • May 10, 2024 · D/A · $2,750,345 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 28, 2023 · D/A · $2,750,345 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • May 2, 2022 · D/A · $2,750,345 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 28, 2022 · D/A · $3,000,345 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 19, 2021 · D/A · $3,000,345 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • May 27, 2020 · D · $2,500,345 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗

Raised $3M from 3 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Aqr

AQR Global Risk Premium Offshore Fund IV Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 6, 2017 → Mar 14, 2024 · 9 filings
  • Mar 14, 2024 · D/A · $429,202,235 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 23, 2023 · D/A · $429,202,235 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 24, 2022 · D/A · $429,202,235 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 8, 2021 · D/A · $429,202,235 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 9, 2020 · D/A · $429,202,235 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 11, 2019 · D/A · $402,450,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 17, 2019 · D/A · $402,450,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 17, 2018 · D/A · $402,450,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 6, 2017 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $429.2M from 2 investors as of the latest filing. Jonathan is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Parquet

Parquet Capital I (Cayman), Ltd

Ugland House, Grand Cayman, Cayman Islands (as filed: E9) · Sep 12, 2017 → Sep 8, 2023 · 7 filings
  • Sep 8, 2023 · D/A · $750,000 sold of Indefinite · 2 investors · min. $2,000,000 · role: Director (Director) EDGAR ↗
  • Sep 8, 2022 · D/A · $750,000 sold of Indefinite · 2 investors · min. $2,000,000 · role: Director (Director) EDGAR ↗
  • Sep 10, 2021 · D/A · $750,000 sold of Indefinite · 2 investors · min. $2,000,000 · role: Director (Director) EDGAR ↗
  • Sep 11, 2020 · D/A · $750,000 sold of Indefinite · 2 investors · min. $2,000,000 · role: Director (Director) EDGAR ↗
  • Sep 11, 2019 · D/A · $100,000 sold of Indefinite · 1 investors · min. $2,000,000 · role: Director (Director) EDGAR ↗
  • Sep 11, 2018 · D/A · $100,000 sold of Indefinite · 1 investors · min. $2,000,000 · role: Director (Director) EDGAR ↗
  • Sep 12, 2017 · D · $100,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director (Director) EDGAR ↗

Raised $750K from 2 investors as of the latest filing. Jonathan is listed as director on 7 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Risk Premium Offshore Fund (GBP) Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Apr 7, 2016 → Mar 23, 2023 · 8 filings
  • Mar 23, 2023 · D/A · $1,439,789,515 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 24, 2022 · D/A · $1,439,789,515 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 25, 2021 · D/A · $1,407,483,049 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 26, 2020 · D/A · $1,347,961,726 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 28, 2019 · D/A · $1,331,851,637 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 3, 2018 · D/A · $1,331,851,637 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 7, 2017 · D/A · $1,331,851,637 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 7, 2016 · D/A · $1,257,183,450 sold of Indefinite · 11 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $1.44B from 12 investors as of the latest filing. Jonathan is listed as director on 8 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Risk Premium Offshore Fund II Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Sep 1, 2015 → Mar 9, 2023 · 9 filings
  • Mar 9, 2023 · D/A · $824,979,479 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 10, 2022 · D/A · $824,979,479 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 11, 2021 · D/A · $823,979,479 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 12, 2020 · D/A · $823,638,764 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 25, 2019 · D/A · $496,960,404 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 27, 2018 · D/A · $496,823,017 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 28, 2017 · D/A · $374,690,144 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 28, 2016 · D/A · $371,863,409 sold of Indefinite · 11 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 1, 2015 · D/A · $371,812,409 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $825M from 16 investors as of the latest filing. Jonathan is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SE
Pooled Investment Fund · group: Squadra

SV3 Equity LLC

Rio De Janeiro, Brazil (as filed: D5) · Apr 9, 2020 → Mar 7, 2023 · 4 filings
  • Mar 7, 2023 · D/A · $78,552,674 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (c/o Paradigm Governance Partners Limited) EDGAR ↗
  • Mar 7, 2022 · D/A · $78,552,674 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (c/o Paradigm Governance Partners Limited) EDGAR ↗
  • Mar 25, 2021 · D/A · $78,552,674 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (c/o Paradigm Governance Partners Limited) EDGAR ↗
  • Apr 9, 2020 · D · $78,552,674 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (c/o Intertrust Corporate Services (Cayman) Limited) EDGAR ↗

Raised $78.6M from 1 investor as of the latest filing. Jonathan is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CC
Pooled Investment Fund · group: Aqr

CNH CA II, Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Sep 1, 2015 → Jan 26, 2023 · 9 filings
  • Jan 26, 2023 · D/A · $239,553,558 sold of Indefinite · 6 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 27, 2022 · D/A · $239,553,558 sold of Indefinite · 6 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 8, 2021 · D/A · $234,553,558 sold of Indefinite · 6 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 9, 2020 · D/A · $214,553,558 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 11, 2019 · D/A · $214,553,558 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 23, 2018 · D/A · $214,553,558 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 24, 2017 · D/A · $214,553,558 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 22, 2016 · D/A · $214,553,558 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 1, 2015 · D/A · $179,553,558 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $239.6M from 12 investors as of the latest filing. Jonathan is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Aqr

AQR Global Risk Premium Tactical Offshore Fund II Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Dec 1, 2015 → Oct 13, 2022 · 8 filings
  • Oct 13, 2022 · D/A · $1,286,418,159 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 14, 2021 · D/A · $1,286,418,159 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 22, 2020 · D/A · $1,284,085,548 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 24, 2019 · D/A · $1,254,085,548 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 9, 2018 · D/A · $1,254,085,548 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 22, 2017 · D/A · $1,162,714,960 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 29, 2016 · D/A · $1,162,714,960 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 1, 2015 · D/A · $1,162,714,960 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $1.29B from 12 investors as of the latest filing. Jonathan is listed as director on 8 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Risk Premium Tactical Master Account Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Oct 16, 2015 → Sep 22, 2022 · 8 filings
  • Sep 22, 2022 · D/A · $92,102,552 sold of Indefinite · 5 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 23, 2021 · D/A · $92,102,552 sold of Indefinite · 5 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 8, 2020 · D/A · $92,102,552 sold of Indefinite · 5 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 10, 2019 · D/A · $91,902,552 sold of Indefinite · 5 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 16, 2018 · D/A · $90,041,877 sold of Indefinite · 5 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 13, 2017 · D/A · $83,232,877 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 17, 2016 · D/A · $75,601,877 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 16, 2015 · D · $75,254,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $92.1M from 5 investors as of the latest filing. Jonathan is listed as director on 8 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.

AM
Pooled Investment Fund · group: Aqr

AQR Managed Futures Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 18, 2015 → Aug 12, 2021 · 7 filings
  • Aug 12, 2021 · D/A · $3,069,535,646 sold of Indefinite · 74 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 13, 2020 · D/A · $3,069,535,646 sold of Indefinite · 74 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 22, 2019 · D/A · $3,069,535,646 sold of Indefinite · 74 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 6, 2018 · D/A · $3,034,018,736 sold of Indefinite · 73 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 11, 2017 · D/A · $2,837,964,630 sold of Indefinite · 69 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 12, 2016 · D/A · $2,047,111,559 sold of Indefinite · 56 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 18, 2015 · D/A · $1,380,747,640 sold of Indefinite · 38 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $3.07B from 74 investors as of the latest filing. Jonathan is listed as director on 7 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.

TB
Pooled Investment Fund · group: Tower Bay Municipal

Tower Bay Municipal Bond Opportunity Overseas Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Oct 26, 2017 → Mar 26, 2021 · 5 filings
  • Mar 26, 2021 · D/A · $16,970,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director (Director) EDGAR ↗
  • Mar 27, 2020 · D/A · $16,970,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director (Director) EDGAR ↗
  • Mar 29, 2019 · D/A · $16,970,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director (Director) EDGAR ↗
  • Mar 29, 2018 · D/A · $11,640,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director (Director) EDGAR ↗
  • Oct 26, 2017 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director (Director) EDGAR ↗

Raised $17M from 11 investors as of the latest filing. Jonathan 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.

DC
Pooled Investment Fund · group: Dld Convertible Arbitrage

DLD Convertible Arbitrage Offshore Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Oct 28, 2020
  • Oct 28, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan 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.

GH
Pooled Investment Fund · group: Good Hill

Good Hill Overseas Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Sep 11, 2015 → Sep 11, 2020 · 7 filings
  • Sep 11, 2020 · D/A · $315,313,558 sold of Indefinite · 67 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 12, 2019 · D/A · $299,653,558 sold of Indefinite · 57 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 12, 2018 · D/A · $290,108,558 sold of Indefinite · 50 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 11, 2018 · D/A · $286,840,558 sold of Indefinite · 47 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 12, 2017 · D/A · $286,090,558 sold of Indefinite · 46 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 12, 2016 · D/A · $263,424,676 sold of Indefinite · 35 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 11, 2015 · D/A · $189,589,676 sold of Indefinite · 30 investors · min. $100,000 · role: Director EDGAR ↗

Raised $315.3M from 67 investors as of the latest filing. Jonathan is listed as director on 7 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.

AO
Pooled Investment Fund · group: Aqr

AQR Offshore Multi-Strategy Fund (AUD) Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Dec 21, 2015 → Sep 10, 2020 · 6 filings
  • Sep 10, 2020 · D/A · $799,099,327 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 12, 2019 · D/A · $799,099,327 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 18, 2018 · D/A · $778,874,297 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 20, 2017 · D/A · $763,741,297 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 22, 2016 · D/A · $763,741,297 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 21, 2015 · D/A · $683,518,469 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $799.1M from 1 investor as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GH
Pooled Investment Fund · group: Good Hill

Good Hill Select Opportunities, SPC - Segregated Portfolio A

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Sep 9, 2020
  • Sep 9, 2020 · D · $3,989,959 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗

Raised $3.99M from 5 investors as of the latest filing. Jonathan 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.

AD
Pooled Investment Fund · group: Aqr

AQR DELTA XN Offshore Fund Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Sep 15, 2015 → Aug 13, 2020 · 6 filings
  • Aug 13, 2020 · D/A · $1,026,769,264 sold of Indefinite · 34 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 22, 2019 · D/A · $1,026,769,264 sold of Indefinite · 34 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 6, 2018 · D/A · $1,013,729,002 sold of Indefinite · 34 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 11, 2017 · D/A · $758,729,002 sold of Indefinite · 32 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 12, 2016 · D/A · $237,914,146 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 15, 2015 · D/A · $108,572,146 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $1.03B from 34 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Aqr

AQR Global Risk Premium Tactical Offshore Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Sep 1, 2015 → Aug 13, 2020 · 6 filings
  • Aug 13, 2020 · D/A · $308,206,816 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 22, 2019 · D/A · $173,308,267 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 24, 2018 · D/A · $173,308,267 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 31, 2017 · D/A · $173,308,267 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 1, 2016 · D/A · $173,308,267 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 1, 2015 · D/A · $173,308,267 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $308.2M from 14 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AS
Pooled Investment Fund · group: Aqr

AQR STYLE PREMIA PM OFFSHORE FUND II LTD

Grand Cayman, Cayman Islands (as filed: E9) · Mar 27, 2017 → May 14, 2020 · 6 filings
  • May 14, 2020 · D/A · $95,950,439 sold of Indefinite · 11 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 23, 2019 · D/A · $95,950,439 sold of Indefinite · 11 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 14, 2019 · D/A · $95,950,439 sold of Indefinite · 11 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 20, 2018 · D/A · $91,212,674 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 19, 2018 · D/A · $91,212,674 sold of Indefinite · 10 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 27, 2017 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $96M from 11 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AO
Pooled Investment Fund

AQR OFFSHORE MULTI-STRATEGY ALPHAPORT FUND II LTD

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jan 6, 2017 → Apr 23, 2020 · 5 filings
  • Apr 23, 2020 · D/A · $80,700,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 9, 2019 · D/A · $80,700,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 28, 2019 · D/A · $80,700,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 7, 2018 · D/A · $80,700,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 6, 2017 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $80.7M from 2 investors as of the latest filing. Jonathan 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.

AD
Pooled Investment Fund · group: Aqr

AQR DELTA XN Offshore Fund II Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Dec 20, 2016 → Dec 12, 2019 · 4 filings
  • Dec 12, 2019 · D/A · $243,001,022 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 19, 2018 · D/A · $243,001,022 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 19, 2017 · D/A · $243,001,022 sold of Indefinite · 13 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 20, 2016 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $243M from 13 investors as of the latest filing. Jonathan 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.

AD
Pooled Investment Fund · group: Aqr

AQR DELTA Offshore Fund (GBP) Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 30, 2015 → Nov 27, 2019 · 5 filings
  • Nov 27, 2019 · D/A · $500,862,475 sold of Indefinite · 3 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 7, 2018 · D/A · $500,862,475 sold of Indefinite · 3 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 7, 2017 · D/A · $496,928,762 sold of Indefinite · 3 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 15, 2016 · D/A · $358,637,429 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 30, 2015 · D/A · $156,550,929 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $500.9M from 3 investors as of the latest filing. Jonathan 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.

CG
Pooled Investment Fund · group: Mudrick Distressed

CVC Global Credit Opportunities Fund II, Ltd.

New York, NY · Oct 12, 2017 → Nov 4, 2019 · 3 filings
  • Nov 4, 2019 · D/A · $42,040,435 sold of Indefinite · 17 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 15, 2018 · D/A · $39,255,535 sold of Indefinite · 16 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 12, 2017 · D/A · $23,382,935 sold of Indefinite · 12 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $42M from 17 investors as of the latest filing. Jonathan is listed as director on 3 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: Mudrick Distressed

Mudrick Stressed Credit Fund Ltd.

New York, NY · Oct 12, 2017 → Nov 4, 2019 · 3 filings
  • Nov 4, 2019 · D/A · $477,865,426 sold of Indefinite · 105 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 16, 2018 · D/A · $411,385,989 sold of Indefinite · 101 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 12, 2017 · D/A · $299,890,607 sold of Indefinite · 84 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $512.2M from 235 investors as of the latest filing. Jonathan is listed as director on 3 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.

AD
Pooled Investment Fund · group: Aqr

AQR DELTA Offshore Fund II Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Nov 5, 2015 → Oct 10, 2019 · 6 filings
  • Oct 10, 2019 · D/A · $247,330,011 sold of Indefinite · 20 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 22, 2018 · D/A · $247,330,011 sold of Indefinite · 20 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 25, 2017 · D/A · $247,330,011 sold of Indefinite · 20 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 28, 2016 · D/A · $247,330,011 sold of Indefinite · 20 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 7, 2015 · D/A · $238,780,011 sold of Indefinite · 19 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 5, 2015 · D/A · $236,880,011 sold of Indefinite · 19 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $247.3M from 20 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AD
Pooled Investment Fund · group: Aqr

AQR DELTA Offshore Fund V Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Sep 2, 2016 → Aug 22, 2019 · 4 filings
  • Aug 22, 2019 · D/A · $286,305,208 sold of Indefinite · 6 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 24, 2018 · D/A · $286,305,208 sold of Indefinite · 6 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 31, 2017 · D/A · $286,305,208 sold of Indefinite · 6 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 2, 2016 · D/A · $286,305,208 sold of Indefinite · 6 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $286.3M from 6 investors as of the latest filing. Jonathan 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.

AO
Pooled Investment Fund

AQR Offshore Multi-Strategy Fund VIII Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Dec 31, 2015 → Aug 8, 2019 · 5 filings
  • Aug 8, 2019 · D/A · $250,198,218 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 9, 2018 · D/A · $226,622,218 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 17, 2017 · D/A · $226,622,218 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 18, 2016 · D/A · $206,622,218 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 31, 2015 · D/A · $206,622,218 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $250.2M from 1 investor as of the latest filing. Jonathan 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Stock Selection Offshore Fund USD III Ltd

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Nov 17, 2015 → Jun 27, 2019 · 6 filings
  • Jun 27, 2019 · D/A · $318,725,000 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 27, 2018 · D/A · $318,725,000 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 27, 2017 · D/A · $308,725,000 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 28, 2016 · D/A · $273,725,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 9, 2015 · D/A · $270,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 17, 2015 · D/A · $270,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $318.7M from 4 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AO
Pooled Investment Fund · group: Aqr

AQR Offshore Multi-Strategy Fund V Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Mar 29, 2016 → May 23, 2019 · 6 filings
  • May 23, 2019 · D/A · $507,270,947 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 14, 2019 · D/A · $507,270,947 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 20, 2018 · D/A · $507,270,947 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 19, 2018 · D/A · $507,270,947 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 24, 2017 · D/A · $507,270,947 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 29, 2016 · D/A · $507,270,947 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $507.3M from 2 investors as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AO
Pooled Investment Fund

AQR Offshore Multi-Strategy Fund XI Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Mar 11, 2016 → May 23, 2019 · 6 filings
  • May 23, 2019 · D/A · $120,003,503 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 23, 2019 · D/A · $120,003,503 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 28, 2019 · D/A · $120,003,503 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 8, 2018 · D/A · $100,003,503 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 10, 2017 · D/A · $100,003,503 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 11, 2016 · D/A · $100,003,503 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $120M from 1 investor as of the latest filing. Jonathan is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AA
Pooled Investment Fund · group: Aqr

AQR Adaptive Multi-Asset Master Account, L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 26, 2017 → Oct 25, 2018 · 2 filings
  • Oct 25, 2018 · D/A · $11,991,478 sold of Indefinite · 7 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 26, 2017 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $12M from 7 investors as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SS
Pooled Investment Fund · group: Squadra

Squadra SV, Ltd.

Rio De Janeiro, Brazil (as filed: D5) · Sep 1, 2015 → Jul 27, 2018 · 4 filings
  • Jul 27, 2018 · D/A · $35,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director (c/o Intertrust Corporate Services (Cayman) Limited) EDGAR ↗
  • Aug 8, 2017 · D/A · $35,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 23, 2016 · D/A · $35,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 1, 2015 · D · $35,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗

Raised $35M from 2 investors as of the latest filing. Jonathan 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.

BL
Pooled Investment Fund · group: Baf Latam

BAF Latam Trade Finance Fund

Grand Cayman, Cayman Islands (as filed: E9) · Jun 10, 2016 → Jun 7, 2018 · 3 filings
  • Jun 7, 2018 · D/A · $20,750,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 9, 2017 · D/A · $20,750,000 sold of Indefinite · 5 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 10, 2016 · D · $3,897,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $20.8M from 5 investors as of the latest filing. Jonathan is listed as director on 3 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.

BL
Pooled Investment Fund · group: Baf Latam

BAF LATAM CREDIT FUND

Grand Cayman, Cayman Islands (as filed: E9) · May 30, 2017 → May 30, 2018 · 2 filings
  • May 30, 2018 · D/A · $30,850,000 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • May 30, 2017 · D · $20,350,000 sold of Indefinite · 4 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $30.9M from 4 investors as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

FN
Pooled Investment Fund · group: First Neck

FIRST NECK OFFSHORE FUND, LTD.

Grand Cayman, Cayman Islands (as filed: E9) · Feb 25, 2016 → Feb 23, 2018 · 3 filings
  • Feb 23, 2018 · D/A · $4,866,815 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 23, 2017 · D/A · $4,866,815 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 25, 2016 · D/A · $4,866,815 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗

Raised $110.8M from 6 investors as of the latest filing. Jonathan is listed as director on 3 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.

AS
Pooled Investment Fund · group: Aqr

AQR STYLE PREMIA GLOBAL GOVERNMENT BOND MASTER ACCOUNT LTD.

George Town, Cayman Islands (as filed: E9) · Jan 28, 2016 → Jan 22, 2018 · 3 filings
  • Jan 22, 2018 · D/A · $12,000,000 sold of Indefinite · 3 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 31, 2017 · D/A · $12,000,000 sold of Indefinite · 3 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 28, 2016 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $12M from 3 investors as of the latest filing. Jonathan is listed as director on 3 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.

AS
Pooled Investment Fund · group: Aqr

AQR STYLE PREMIA PM OFFSHORE FUND LTD

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jan 6, 2017 → Jan 17, 2018 · 2 filings
  • Jan 17, 2018 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 6, 2017 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

DO
Pooled Investment Fund · group: Trafelet Brokaw

DELTA OFFSHORE II, LTD.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jan 13, 2016 → Jan 2, 2018 · 3 filings
  • Jan 2, 2018 · D/A · $7,482,102 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 5, 2017 · D/A · $7,482,102 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 13, 2016 · D/A · $7,482,102 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗

Raised $7.48M from 3 investors as of the latest filing. Jonathan is listed as director on 3 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.

NA
Pooled Investment Fund

Newmarket Africa Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Oct 20, 2015 → Nov 8, 2017 · 3 filings
  • Nov 8, 2017 · D/A · $24,100,000 sold of Indefinite · 4 investors · min. $500,000 · role: Director EDGAR ↗
  • Oct 25, 2016 · D/A · $23,100,000 sold of Indefinite · 5 investors · min. $500,000 · role: Director EDGAR ↗
  • Oct 20, 2015 · D/A · $20,829,898 sold of Indefinite · 5 investors · min. $500,000 · role: Director EDGAR ↗

Raised $24.1M from 5 investors as of the latest filing. Jonathan is listed as director on 3 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.

AO
Pooled Investment Fund · group: Aqr

AQR Offshore Multi-Strategy Fund XX, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Oct 27, 2017
  • Oct 27, 2017 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $150M from 1 investor as of the latest filing. Jonathan 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.

AA
Pooled Investment Fund · group: Aqr

AQR Active Market Premia Master Account, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Oct 26, 2017
  • Oct 26, 2017 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $13.2M from 1 investor as of the latest filing. Jonathan 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.

AO
Pooled Investment Fund

AQR Offshore Multi-Strategy Fund VII Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Dec 30, 2015 → Jul 6, 2017 · 3 filings
  • Jul 6, 2017 · D/A · $140,729,057 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 8, 2016 · D/A · $140,729,057 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 30, 2015 · D/A · $140,729,057 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $140.7M from 1 investor as of the latest filing. Jonathan is listed as director on 3 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Asset Allocation Offshore Fund USD II Ltd

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Dec 7, 2015 → Jun 8, 2017 · 3 filings
  • Jun 8, 2017 · D/A · $609,049,615 sold of Indefinite · 26 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jun 8, 2016 · D/A · $609,049,615 sold of Indefinite · 26 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 7, 2015 · D/A · $604,901,135 sold of Indefinite · 26 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $609M from 26 investors as of the latest filing. Jonathan is listed as director on 3 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.

AG
Pooled Investment Fund · group: Aqr

AQR GRP EL 20 Offshore Fund Ltd.

George Town, Cayman Islands (as filed: E9) · Feb 9, 2016 → Feb 6, 2017 · 2 filings
  • Feb 6, 2017 · D/A · $157,517,054 sold of Indefinite · 3 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 9, 2016 · D/A · $157,517,054 sold of Indefinite · 3 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $157.5M from 3 investors as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

YO
Pooled Investment Fund

YG OFFSHORE FUND, LTD.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 9, 2015 → Dec 9, 2016 · 2 filings
  • Dec 9, 2016 · D/A · $11,950,000 sold of Indefinite · 9 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 9, 2015 · D/A · $11,950,000 sold of Indefinite · 9 investors · min. $100,000 · role: Director EDGAR ↗

Raised $11.9M from 9 investors as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SM
Pooled Investment Fund

SELECT MARKET OPPORTUNITY FUND

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Nov 5, 2015 → Nov 4, 2016 · 2 filings
  • Nov 4, 2016 · D/A · $406,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 5, 2015 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $406M from 2 investors as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Aqr

AQR Global Asset Allocation Offshore Fund (USD) Ltd

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Dec 8, 2015 → Jun 3, 2016 · 2 filings
  • Jun 3, 2016 · D/A · $1,642,875,657 sold of Indefinite · 163 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 8, 2015 · D/A · $1,642,775,657 sold of Indefinite · 162 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $1.64B from 163 investors as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GH
Pooled Investment Fund · group: Good Hill

Good Hill Overseas Fund II Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Mar 16, 2016
  • Mar 16, 2016 · D/A · $56,000,000 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗

Raised $56M from 12 investors as of the latest filing. Jonathan 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.

AE
Pooled Investment Fund · group: Aqr

AQR Emerging Defensive Equity Offshore Fund Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Dec 30, 2015
  • Dec 30, 2015 · D/A · $382,853,541 sold of Indefinite · 5 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $382.9M from 5 investors as of the latest filing. Jonathan 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.

AD
Pooled Investment Fund · group: Aqr

AQR Diversified Convexity Offshore Fund Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Dec 21, 2015
  • Dec 21, 2015 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Jonathan 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.

AG
Pooled Investment Fund · group: Aqr

AQR Global Asset Allocation Offshore Fund (USD) IV Ltd.

Camana Bay, Cayman Islands (as filed: E9) · Dec 7, 2015
  • Dec 7, 2015 · D/A · $102,640,228 sold of Indefinite · 5 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $102.6M from 5 investors as of the latest filing. Jonathan 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.

AS
Pooled Investment Fund · group: Aqr

AQR Style Premia Offshore Fund II Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Nov 12, 2015
  • Nov 12, 2015 · D/A · $867,036,100 sold of Indefinite · 4 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $867M from 4 investors as of the latest filing. Jonathan 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.

AG
Pooled Investment Fund · group: Aqr

AQR Gibraltar Offshore Fund, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Oct 8, 2015
  • Oct 8, 2015 · D/A · $67,284,208 sold of Indefinite · 5 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $272.8M from 7 investors as of the latest filing. Jonathan 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.

Showing the latest 500 of 540 filings; the PDF export and search include all of them.

People around Jonathan 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

AC
Management entity

AQR Capital Management, LLC

Executive Officer, Promoter · 197 shared filings (47 issuers) · also on 557 other issuers

AQR Capital Management, LLC is on 604 issuers in total — a repeat sponsor. Their page lists every one.

AA
Management entity

AQR Arbitrage, LLC

Executive Officer, Promoter · 25 shared filings (8 issuers) · also on 36 other issuers

AQR Arbitrage, LLC is on 44 issuers in total — a repeat sponsor. Their page lists every one.

CP
Management entity

CenterBook Partners LP

Promoter · 13 shared filings (3 issuers) · also on 2 other issuers

CenterBook Partners LP is on 5 issuers in total — a repeat sponsor. Their page lists every one.

CP
Management entity

CNH Partners, LLC

Executive Officer · 12 shared filings (4 issuers) · also on 16 other issuers

CNH Partners, LLC is on 20 issuers in total — a repeat sponsor. Their page lists every one.

CP
Management entity

Corre Partners Management, LLC

Executive Officer, Promoter · 11 shared filings (1 issuer) · also on 10 other issuers

Corre Partners Management, LLC is on 11 issuers in total — a repeat sponsor. Their page lists every one.

JG
Management entity

J. Good Hill Partners LP

Promoter · 10 shared filings (3 issuers) · also on 2 other issuers

J. Good Hill Partners LP is on 5 issuers in total — a repeat sponsor. Their page lists every one.

PC
Management entity

Parquet Capital Management, LLC

Executive Officer, Promoter · 7 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

FB
Management entity

Finch Bay Capital LLP

Promoter · 6 shared filings (2 issuers)

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

GH
Management entity

Good Hill Partners LP

Promoter · 5 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

TB
Management entity

Trafelet Brokaw Capital Management, L.P.

Executive Officer, Promoter · 5 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

BC
Management entity

BAF Capital AG

Executive Officer, Promoter · 5 shared filings (2 issuers)

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

VM
Management entity

Varde Management, L.P.

Executive Officer · 4 shared filings (2 issuers) · also on 9 other issuers

Varde Management, L.P. is on 11 issuers in total — a repeat sponsor. Their page lists every one.

1W
Management entity

12 West Capital Management LP

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

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

GC
Management entity

Gumshoe Capital Management LLC

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

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

CC
Management entity

CSM Capital Corporation

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

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

YP
Management entity

YG Partners, LLC

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

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

FB
Management entity

Finch Bay Capital GP Limited

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

MC
Management entity

M. CNH Partners

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

PA
Management entity

Petrus Advisers Ltd

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

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

TC
Management entity

Trafelet & Company, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

TG
Management entity

TBCM GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

DA
Management entity

DLD Asset Management, LP

Promoter · 1 shared filing (1 issuer) · also on 3 other issuers

Listed on the same filings as Jonathan Roney. Their page shows their other deals.

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

Colin MacKay

Director · 252 shared filings (51 issuers) · also on 42 other issuers

Colin MacKay is on 93 issuers in total — a repeat sponsor. Their page lists every one.

MC
No photo found (searched own website, image search on Oct 24, 2026)
Person

Management, LLC AQR Capital

Executive Officer · 141 shared filings (45 issuers) · also on 160 other issuers

Management, LLC AQR Capital is on 205 issuers in total — a repeat sponsor. Their page lists every one.

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

John Liew

Executive Officer · 94 shared filings (43 issuers) · also on 171 other issuers

John Liew is on 214 issuers in total — a repeat sponsor. Their page lists every one.

CA
No photo found (searched own website, image search on Oct 24, 2026)
Person

Clifford Asness

Executive Officer · 93 shared filings (43 issuers) · also on 175 other issuers

Clifford Asness is on 218 issuers in total — a repeat sponsor. Their page lists every one.

BA
No photo found (searched own website, image search on Oct 24, 2026)
Person

Bradley Asness

Executive Officer · 90 shared filings (42 issuers) · also on 164 other issuers

Bradley Asness is on 206 issuers in total — a repeat sponsor. Their page lists every one.

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

David Kabiller

Executive Officer · 87 shared filings (42 issuers) · also on 159 other issuers

David Kabiller is on 201 issuers in total — a repeat sponsor. Their page lists every one.

BH
No photo found (searched own website, image search on Oct 24, 2026)
Person

Brian Hurst

Executive Officer · 76 shared filings (34 issuers) · also on 122 other issuers

Brian Hurst is on 156 issuers in total — a repeat sponsor. Their page lists every one.

MM
No photo found (searched own website, image search on Oct 24, 2026)
Person

Michael Mendelson

Executive Officer · 69 shared filings (31 issuers) · also on 113 other issuers

Michael Mendelson is on 144 issuers in total — a repeat sponsor. Their page lists every one.

YO
No photo found (searched own website, image search on Oct 24, 2026)
Person

Yao Hua Ooi

Executive Officer · 61 shared filings (30 issuers) · also on 112 other issuers

Yao Hua Ooi is on 142 issuers in total — a repeat sponsor. Their page lists every one.

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

Colin McKay

Director · 53 shared filings (17 issuers) · also on 1 other issuer

Colin McKay is on 18 issuers in total — a repeat sponsor. Their page lists every one.

RI
No photo found (searched own website, image search on Oct 24, 2026)
Person

Ronen Israel

Executive Officer · 51 shared filings (22 issuers) · also on 152 other issuers

Ronen Israel is on 174 issuers in total — a repeat sponsor. Their page lists every one.

JF
No photo found (searched own website, image search on Oct 24, 2026)
Person

Jacques Friedman

Executive Officer · 48 shared filings (19 issuers) · also on 137 other issuers

Jacques Friedman is on 156 issuers in total — a repeat sponsor. Their page lists every one.

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

Cormac Sheehan

Director · 43 shared filings (7 issuers) · also on 35 other issuers

Cormac Sheehan is on 42 issuers in total — a repeat sponsor. Their page lists every one.

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

Paul Ebanks

Director · 31 shared filings (27 issuers) · also on 4 other issuers

Paul Ebanks is on 31 issuers in total — a repeat sponsor. Their page lists every one.

LN
No photo found (searched own website, image search on Oct 24, 2026)
Person

Lars Nielsen

Executive Officer · 31 shared filings (16 issuers) · also on 121 other issuers

Lars Nielsen is on 137 issuers in total — a repeat sponsor. Their page lists every one.

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

Cary Marr

Director · 26 shared filings (6 issuers) · also on 107 other issuers

Cary Marr is on 113 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

A
Sponsor group

Aqr

305 issuers · 2154 filings · $161.19B reported sold · 2009–2026

One team, 305 deal companies. Jonathan Roney is listed on 52 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 Jonathan Roney.

S
Sponsor group

Squadra

5 issuers · 40 filings · $625.9M reported sold · 2009–2026

One team, 5 deal companies. Jonathan Roney is listed on 4 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 Jonathan Roney.

A
Sponsor group

Aqr

6 issuers · 36 filings · $2.62B reported sold · 2009–2018

One team, 6 deal companies. Jonathan Roney is listed on 3 of them.

Sources

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

GL
Sponsor group

Group linked by Jonathan Roney

3 issuers · 48 filings · $349M reported sold · 2009–2026

One team, 3 deal companies. Jonathan Roney is listed on 3 of them.

Sources

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

GH
Sponsor group

Good Hill

5 issuers · 42 filings · $1.22B reported sold · 2009–2020

One team, 5 deal companies. Jonathan Roney is listed on 3 of them.

Sources

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

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 69 of the 104 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): AQR Adaptive Equities S&P 500 Fusion Offshore Fund Ltd., 12 West Capital Fund Ltd., AQR Apex Offshore Fund II Ltd., AQR Adaptive Multi-Asset Master Account, L.P., Gumshoe Offshore Fund Ltd, CenterBook Centaur Global Active Extension Offshore Fund II Ltd., AQR Apex Offshore Alphaport Fund IV Ltd., Finch Bay Capital Fund LP, Finch Bay Capital Fund Ltd, Mudrick Stressed Credit Fund Ltd., Varde Subscription Line Fund (Offshore), L.P., Varde Subscription Line Fund, L.P., AQR Alternative Trends Offshore Fund II Ltd., AQR Style Premia Offshore Fund Ltd., AQR GRPT EL Offshore Fund Ltd., AQR Global Risk Premium Offshore Fund Ltd, AQR GRPT EL Master Account Ltd., AQR GRP EL Master Account Ltd., AQR Global Risk Premium Master Account Ltd., AQR GRP 10 Master Account Ltd., AQR GRP EL 12 Offshore Fund Ltd., AQR GLOBAL RISK PREMIUM MASTER ACCOUNT II LTD, AQR Global Risk Premium Offshore Fund III Ltd., AQR GRP 10 Offshore Fund Ltd., AQR GRP EL Offshore Fund Ltd., AQR Global Macro Offshore Fund II Ltd., AQR Global Macro Offshore Fund III Ltd., Tower Bay Municipal Bond Opportunity Overseas Fund Ltd, CenterBook Centaur Global Alpha Offshore Fund Ltd., CenterBook Centaur Global Active Extension Offshore Fund Ltd., AQR Adaptive Equities Offshore Alphaport Fund Ltd., Palo Alto Advanced Life Sciences Offshore Fund, Ltd., AQR Offshore Multi-Strategy Fund IV Ltd., AQR GRP EL 20 MASTER ACCOUNT LTD., AQR OFFSHORE MULTI-STRATEGY FUND XIX LTD, AQR Alternative Trends Offshore Fund Ltd., AQR Adaptive Equities Offshore Fund Ltd., AQR ABSOLUTE RETURN OFFSHORE FUND LTD, AQR Apex Offshore Alphaport Fund II Ltd., AQR Apex Offshore Alphaport Fund Ltd., Corre Opportunities Offshore Fund, Ltd., AQR Global Risk Premium Offshore Fund IV Ltd., Parquet Capital I (Cayman), Ltd, AQR Global Risk Premium Offshore Fund (GBP) Ltd., AQR Global Risk Premium Offshore Fund II Ltd, CNH CA II, Ltd, AQR Global Risk Premium Tactical Offshore Fund II Ltd, AQR Global Risk Premium Tactical Master Account Ltd., AQR Managed Futures Offshore Fund Ltd., DLD Convertible Arbitrage Offshore Fund, Ltd., AQR Gibraltar Offshore Fund, L.P., AQR Offshore Multi-Strategy Fund (AUD) Ltd., HOUND PARTNERS CONCENTRATED FUND, LTD., HOUND PARTNERS LONG FUND, LTD., AQR DELTA XN Offshore Fund Ltd., AQR Global Risk Premium Tactical Offshore Fund Ltd, AQR STYLE PREMIA PM OFFSHORE FUND II LTD, AQR OFFSHORE MULTI-STRATEGY ALPHAPORT FUND II LTD, AQR DELTA XN Offshore Fund II Ltd., AQR DELTA Offshore Fund (GBP) Ltd., AQR Active Market Premia Master Account, L.P., AQR DELTA Offshore Fund II Ltd., AQR Offshore Multi-Strategy Fund XX, L.P., AQR DELTA Offshore Fund V Ltd., AQR Offshore Multi-Strategy Fund VIII Ltd., AQR Global Stock Selection Offshore Fund USD III Ltd, AQR Offshore Multi-Strategy Fund XI Ltd., AQR Offshore Multi-Strategy Fund V Ltd., FIRST NECK OFFSHORE FUND, LTD..

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 Jonathan Roney 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 104 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jonathan Roney is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Camana Bay, Grand Cayman, E9). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

aqr.com ↗ found on AQR Adaptive Equities S&P 500 Fusion Offshore Fund Ltd. (aqr.com — via management entity AQR Capital Management, LLC — Form ADV Item 1.I of AQR CAPITAL MANAGEMENT, LLC (CRD 111883))

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 ↗Connecticut Judicial Branch case look-up ↗Minnesota court records online ↗

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 ↗Connecticut Secretary of State business search ↗Minnesota Secretary of State business search ↗OpenCorporates ↗

Change history

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