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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:06 AM ET

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Joseph McCuine

Named as an officer, director or promoter on SEC Form D filings · MA · Aug 31, 2010 → Nov 12, 2020

46deals (issuers)
$19.02Breported sold
8,381investors
154Form D filings
2010–2020years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:22 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Joseph McCuine is listed as an executive officer and director on 154 SEC Form D filings by 46 issuers between Aug 2010 and Nov 2020. Largest by amount reported sold: Hedged Equity, LLC (Boston, MA — pooled investment fund — 2012–2020; $2.99B reported sold to 986 investors), Core Income, LLC (Boston, MA — pooled investment fund — 2012–2020; $2.93B reported sold to 591 investors), Independent Return, LLC (Boston, MA — pooled investment fund — 2012–2020; $2.57B reported sold to 1,097 investors), Public Markets, LLC (Boston, MA — pooled investment fund — 2012–2020; $1.87B reported sold to 789 investors), Multi-Sector Credit, LLC (Boston, MA — pooled investment fund — 2017–2020; $1.47B reported sold to 484 investors) and 41 more (all listed below).

What this means That is a lot of deals — 46 separate companies raised money with this person listed as executive officer and director, over about 10 years. Across those companies the filings report $19.02B sold in total.

Listed alongside Peter Mattoon (126 shared filings), SCS Capital Management, LLC (115 shared filings, management entity), Antony Abbiati (28 shared filings), H. SCS Capital Management LLC (23 shared filings, management entity), SCS Private Investment GP, LLC (11 shared filings, management entity) and 12 others.

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

All 46 issuers belong to the sponsor group Scs (83 issuers, $24.83B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Scs has 83 companies on file and $24.83B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (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 154 public filings for Joseph McCuine and found 6 differences, 4 worth asking the sponsor about: Amount sold went down between filings; Form D filed 66 days after the first sale; 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 Joseph McCuine has not run yet — it is joining a line of 6,736 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, 2:22 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 Joseph McCuine..

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, 2:22 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

6 differences found between the filings for Joseph McCuine — 4 worth asking about (compared the newest 50 of 154 filings on Oct 24, 2026; older filings not covered)

Worth asking · Feb 28, 2018 – Mar 13, 2019

Amount sold went down between filings — Hedged Equity, LLC

The Feb 28, 2018 filing says $2,217,114,999 sold; the Mar 13, 2019 Form D/A says $2,160,393,587 sold — $56,721,412 less.

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

Form D/A (earlier) · Feb 28, 2018 ↗Form D/A (later) · Mar 13, 2019 ↗Hedged Equity, LLC — PartnerFacts page ↗
Sources
Worth asking · Apr 16, 2018 – Jun 21, 2018

Form D filed 66 days after the first sale — Private Credit III Offshore, LP

The filing says the first sale was Apr 16, 2018. The Form D was filed Jun 21, 2018 — 66 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 51 days past that.

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

Form D · Jun 21, 2018 ↗Private Credit III Offshore, LP — PartnerFacts page ↗
Sources
Worth asking · Feb 28, 2018 – Jun 21, 2018

Form D filed 113 days after the first sale — Private Equity V Offshore, LP

The filing says the first sale was Feb 28, 2018. The Form D was filed Jun 21, 2018 — 113 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 98 days past that.

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

Form D · Jun 21, 2018 ↗Private Equity V Offshore, LP — PartnerFacts page ↗
Sources
Worth asking · Feb 14, 2020 – Mar 1, 2021

17 people are no longer listed on a later amendment

Joseph McCuine is no longer listed on the Mar 1, 2021 amendment — Independent Return, LLC · Joseph McCuine is no longer listed on the Mar 1, 2021 amendment — Hedged Equity, LLC · Joseph McCuine is no longer listed on the Mar 1, 2021 amendment — Private Real Assets III - Natural Resources, LLC · Joseph McCuine is no longer listed on the Mar 1, 2021 amendment — Private Real Assets III - Real Estate, LLC · Joseph McCuine is no longer listed on the Mar 1, 2021 amendment — Multi-Sector Credit Offshore, Ltd. · and 12 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · May 6, 2020 ↗Form D/A · Mar 1, 2021 ↗Joseph McCuine — PartnerFacts page ↗Independent Return, LLC — PartnerFacts page ↗
Sources
Note · May 1, 2007 – Feb 14, 2020

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

No amendment in the last 12 months on an offering that may still be open — Private Equity VI, LP (latest filing Feb 14, 2020) · No amendment in the last 12 months on an offering that may still be open — Private Equity VI Offshore, L.P. (latest filing Feb 14, 2020) · No amendment in the last 12 months on an offering that may still be open — Private Credit III Offshore, LP (latest filing Feb 14, 2020) · No amendment in the last 12 months on an offering that may still be open — Private Credit III, LLC (latest filing Feb 14, 2020) · No amendment in the last 12 months on an offering that may still be open — Core Income, LLC (latest filing Feb 14, 2020) · and 7 more

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

Form D/A · Feb 14, 2020 ↗Private Equity VI, LP — PartnerFacts page ↗Form D/A · Feb 14, 2020 ↗Private Equity VI Offshore, L.P. — PartnerFacts page ↗
Sources
Note · Feb 14, 2020 – Mar 1, 2021

Address moved from Boston, MA to Grand Cayman, Cayman Islands (as filed: E9) — Multi-Sector Credit Offshore, Ltd.

The people listed on the Feb 14, 2020 filing give Boston, MA; on the Mar 1, 2021 filing they give Grand Cayman, Cayman Islands (as filed: E9).

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

Form D/A · Feb 14, 2020 ↗Form D/A · Mar 1, 2021 ↗Multi-Sector Credit Offshore, Ltd. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 154 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 58 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Nov 12, 2020 D
Early-Stage Venture Opportunities, LP
File 021-380431
$0$0$0None listed on this filingEDGAR ↗
Oct 26, 2020 D
Private Co-Investment Opportunities II, LP
File 021-378800
$0$0$0None listed on this filingEDGAR ↗
Sep 2, 2020 D
Private Credit IV Offshore, LP
File 021-374688
$0$0$0None listed on this filingEDGAR ↗
Jul 22, 2020 D
Private Equity VII Offshore, LP
File 021-371595
$0$0$0None listed on this filingEDGAR ↗
May 12, 2020 D
Private Credit IV - Opportunistic, LP
File 021-366754
$0$0$0None listed on this filingEDGAR ↗
May 12, 2020 D
Private Credit IV - Income, LP
File 021-366752
$0$0$0None listed on this filingEDGAR ↗
May 12, 2020 D
Private Equity VII - Buyouts, LP
File 021-366759
$0$0$0None listed on this filingEDGAR ↗
May 12, 2020 D
Private Equity VII - Venture/Growth, LP
File 021-366761
$0$0$0None listed on this filingEDGAR ↗
May 12, 2020 D
Private Credit IV, LP
File 021-366758
$0$0$0None listed on this filingEDGAR ↗
May 12, 2020 D
Private Equity VII, LP
File 021-366764
$0$0$0None listed on this filingEDGAR ↗
May 12, 2020 D
Private Impact, LP
File 021-366766
$0$0$0None listed on this filingEDGAR ↗
May 6, 2020 D/A
Independent Return, LLC
File 021-135721
$0$0$0None listed on this filingEDGAR ↗
May 6, 2020 D/A
Hedged Equity, LLC
File 021-83281
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Core Income, LLC
File 021-172214
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Public Markets, LLC
File 021-83606
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
International Public Equity, LLC
File 021-120049
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Multi-Sector Credit Offshore, Ltd.
File 021-294378
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Private Credit III, LLC
File 021-314989
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Multi-Sector Credit, LLC
File 021-315002
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Private Credit III Offshore, LP
File 021-315087
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Private Equity VI Offshore, L.P.
File 021-323850
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Private Equity VI, LP
File 021-323849
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Private Real Assets III, LLC
File 021-346344
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Private Real Assets III - Real Estate, LLC
File 021-346345
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2020 D/A
Private Real Assets III - Natural Resources, LLC
File 021-346346
$0$0$0None listed on this filingEDGAR ↗
Nov 14, 2019 D
Private Co-Investment Opportunities Offshore, L.P.
File 021-353341
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2019 D/A
Private Real Assets II - Real Estate, LLC
File 021-314990
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2019 D/A
Private Real Assets II - Natural Resources, LLC
File 021-314992
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2019 D/A
Private Real Assets II, LLC
File 021-315005
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2019 D
Private Co-Investment Opportunities, LLC
File 021-334512
$0$0$0None listed on this filingEDGAR ↗
Jun 21, 2018 D
Private Equity V Offshore, LP
File 021-315085
$0$0$0None listed on this filingEDGAR ↗
Jun 20, 2018 D
Public Markets, LLC
File 021-314995
$0$0$0None listed on this filingEDGAR ↗
Jun 20, 2018 D
Private Equity V, LLC
File 021-314999
$0$0$0None listed on this filingEDGAR ↗
Jun 20, 2018 D
International Public Equity, LLC
File 021-315001
$0$0$0None listed on this filingEDGAR ↗
Jun 20, 2018 D
Core Income, LLC
File 021-315004
$0$0$0None listed on this filingEDGAR ↗
Apr 23, 2018 D
Private Credit III Offshore, LP
File 021-310786
$0$0$0None listed on this filingEDGAR ↗
Apr 12, 2018 D
Private Credit III, LLC
File 021-309961
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2018 D
Private Credit III, LLC
File 021-307824
$0$0$0None listed on this filingEDGAR ↗
Mar 6, 2018 D
Private Equity V Offshore, LP
File 021-306988
$0$0$0None listed on this filingEDGAR ↗
Feb 28, 2018 D/A
SCS Private Credit II, LLC
File 021-260102
$0$0$0None listed on this filingEDGAR ↗
Feb 28, 2018 D/A
Private Real Assets II, LLC
File 021-290861
$0$0$0None listed on this filingEDGAR ↗
Feb 28, 2018 D/A
Private Real Assets II - Real Estate, LLC
File 021-290860
$0$0$0None listed on this filingEDGAR ↗
Feb 28, 2018 D/A
Multi-Sector Credit, LLC
File 021-291992
$0$0$0None listed on this filingEDGAR ↗
Feb 28, 2018 D/A
Private Real Assets II - Natural Resources, LLC
File 021-292164
$0$0$0None listed on this filingEDGAR ↗
Jun 5, 2017 D
Multi Insight Solution - Offshore, Ltd
File 021-288049
$0$0$0None listed on this filingEDGAR ↗
May 1, 2017 D
Multi Insight Solution LLC
File 021-285789
$0$0$0None listed on this filingEDGAR ↗
Mar 24, 2017 D
Private Equity V, LLC
File 021-283247
$0$0$0None listed on this filingEDGAR ↗
Mar 22, 2017 D/A
SCS Private Equity I, LLC
File 021-120061
$0$0$0None listed on this filingEDGAR ↗
Mar 22, 2017 D
SCS Private Equity IV (Cayman), LP
File 021-283057
$0$0$0None listed on this filingEDGAR ↗
Mar 9, 2017 D/A
SCS PRIVATE EQUITY II, LLC
File 021-174315
$0$0$0None listed on this filingEDGAR ↗
Mar 9, 2017 D/A
SCS Private Credit I, LLC
File 021-205468
$0$0$0None listed on this filingEDGAR ↗
Mar 9, 2017 D/A
SCS Private Equity III, LLC
File 021-212189
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2017 D/A
SCS Private Real Assets I, LLC
File 021-235889
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2017 D/A
SCS Private Equity IV, LLC
File 021-249405
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2015 D/A
SCS Hedged Opportunities (TE) Fund, LLC
File 021-148835
$0$0$0
SCS Capital Management, LLC, as investment adviser for the Fund, will receive a management fee which is based on the amount of assets raised in the offering.
None listed on this filingEDGAR ↗
Dec 3, 2015 D/A
SCS Hedged Opportunities Fund, LLC
File 021-146753
$0$0$0 (est.)
SCS Capital Management, LLC, as investment adviser for the Fund, will receive a management fee which is based on the amount of assets raised in the offering.
None listed on this filingEDGAR ↗
Feb 18, 2015 D/A
SCS Diversified Inflation Hedges Fund, LLC
File 021-162318
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2013 D/A
SCS Fixed Income Strategies Fund, LLC
File 021-147137
$0$0$0None listed on this filingEDGAR ↗

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

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

Deals 46

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

ES
Pooled Investment Fund · group: Scs

Early-Stage Venture Opportunities, LP

Boston, MA · Nov 12, 2020
  • Nov 12, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Scs

Private Co-Investment Opportunities II, LP

Boston, MA · Oct 26, 2020
  • Oct 26, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Scs

Private Credit IV Offshore, LP

Boston, MA · Sep 2, 2020
  • Sep 2, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $49M from 11 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund · group: Scs

Private Equity VII Offshore, LP

Boston, MA · Jul 22, 2020
  • Jul 22, 2020 · D · $12,050,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $59.3M from 11 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PI
Pooled Investment Fund · group: Scs

Private Impact, LP

Boston, MA · May 12, 2020
  • May 12, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $28.9M from 55 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund · group: Scs

Private Equity VII, LP

Boston, MA · May 12, 2020
  • May 12, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $424.5M from 156 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund · group: Scs

Private Equity VII - Venture/Growth, LP

Boston, MA · May 12, 2020
  • May 12, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $265M from 1 investor as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund · group: Scs

Private Equity VII - Buyouts, LP

Boston, MA · May 12, 2020
  • May 12, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $160M from 1 investor as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Scs

Private Credit IV, LP

Boston, MA · May 12, 2020
  • May 12, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $235.8M from 126 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Scs

Private Credit IV - Opportunistic, LP

Boston, MA · May 12, 2020
  • May 12, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $25.9M from 2 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Scs

Private Credit IV - Income, LP

Boston, MA · May 12, 2020
  • May 12, 2020 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $50.4M from 2 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

IR
Pooled Investment Fund · group: Scs

Independent Return, LLC

Boston, MA · Feb 8, 2012 → May 6, 2020 · 10 filings
  • May 6, 2020 · D/A · $1,178,631,369 sold of Indefinite · 551 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 14, 2020 · D/A · $1,165,956,369 sold of Indefinite · 539 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $1,118,644,293 sold of Indefinite · 505 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $980,788,096 sold of Indefinite · 434 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 13, 2017 · D/A · $886,007,846 sold of Indefinite · 396 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 24, 2016 · D/A · $779,543,560 sold of Indefinite · 363 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 18, 2015 · D/A · $547,936,954 sold of Indefinite · 295 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2014 · D/A · $526,531,861 sold of Indefinite · 271 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 27, 2013 · D/A · $397,576,317 sold of Indefinite · 231 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Feb 8, 2012 · D/A · $351,146,117 sold of Indefinite · 194 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $2.57B from 1,097 investors as of the latest filing. Joseph is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

HE
Pooled Investment Fund · group: Scs

Hedged Equity, LLC

Boston, MA · Feb 9, 2012 → May 6, 2020 · 10 filings
  • May 6, 2020 · D/A · $2,234,746,410 sold of Indefinite · 717 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 14, 2020 · D/A · $2,217,606,410 sold of Indefinite · 705 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $2,160,393,587 sold of Indefinite · 670 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $2,217,114,999 sold of Indefinite · 601 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 13, 2017 · D/A · $2,204,181,669 sold of Indefinite · 573 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 24, 2016 · D/A · $2,121,213,369 sold of Indefinite · 548 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 18, 2015 · D/A · $1,922,025,762 sold of Indefinite · 527 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2014 · D/A · $1,685,290,926 sold of Indefinite · 494 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 27, 2013 · D/A · $1,128,901,607 sold of Indefinite · 387 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2012 · D/A · $892,229,207 sold of Indefinite · 307 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $2.99B from 986 investors as of the latest filing. Joseph is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PM
Pooled Investment Fund · group: Scs

Public Markets, LLC

Boston, MA · Feb 2, 2012 → Feb 14, 2020 · 10 filings
  • Feb 14, 2020 · D/A · $727,843,613 sold of Indefinite · 480 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $680,420,060 sold of Indefinite · 444 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Jun 20, 2018 · D · $633,253,861 sold of Indefinite · 404 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $622,538,861 sold of Indefinite · 400 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 13, 2017 · D/A · $794,634,506 sold of Indefinite · 374 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 24, 2016 · D/A · $763,541,706 sold of Indefinite · 353 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 18, 2015 · D/A · $677,314,693 sold of Indefinite · 489 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2014 · D/A · $625,736,130 sold of Indefinite · 401 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 27, 2013 · D/A · $492,028,800 sold of Indefinite · 384 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 2, 2012 · D/A · $394,346,196 sold of Indefinite · 191 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $1.87B from 789 investors as of the latest filing. Joseph is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PR
Pooled Investment Fund · group: Scs

Private Real Assets III, LLC

Boston, MA · Aug 12, 2019 → Feb 14, 2020 · 2 filings
  • Feb 14, 2020 · D/A · $111,846,000 sold of Indefinite · 96 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Aug 12, 2019 · D · $36,791,000 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $173.3M from 179 investors as of the latest filing. Joseph is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PR
Pooled Investment Fund · group: Scs

Private Real Assets III - Real Estate, LLC

Boston, MA · Aug 12, 2019 → Feb 14, 2020 · 2 filings
  • Feb 14, 2020 · D/A · $18,201,000 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Aug 12, 2019 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $127.4M from 20 investors as of the latest filing. Joseph is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PR
Pooled Investment Fund · group: Scs

Private Real Assets III - Natural Resources, LLC

Boston, MA · Aug 12, 2019 → Feb 14, 2020 · 2 filings
  • Feb 14, 2020 · D/A · $15,001,000 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Aug 12, 2019 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $35M from 3 investors as of the latest filing. Joseph is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund · group: Scs

Private Equity VI, LP

Boston, MA · Oct 18, 2018 → Feb 14, 2020 · 3 filings
  • Feb 14, 2020 · D/A · $741,667,000 sold of Indefinite · 278 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $289,702,000 sold of Indefinite · 119 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Oct 18, 2018 · D · $27,901,000 sold of Indefinite · 8 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $741.7M from 278 investors as of the latest filing. Joseph is listed as executive officer 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.

PE
Pooled Investment Fund · group: Scs

Private Equity VI Offshore, L.P.

Boston, MA · Oct 18, 2018 → Feb 14, 2020 · 3 filings
  • Feb 14, 2020 · D/A · $82,250,000 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $25,150,000 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Oct 18, 2018 · D · $2,400,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $82.3M from 17 investors as of the latest filing. Joseph is listed as executive officer 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.

PC
Pooled Investment Fund · group: Scs

Private Credit III, LLC

Boston, MA · Mar 15, 2018 → Feb 14, 2020 · 5 filings
  • Feb 14, 2020 · D/A · $432,240,000 sold of Indefinite · 284 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 15, 2019 · D/A · $331,980,000 sold of Indefinite · 195 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 20, 2018 · D · $141,801,000 sold of Indefinite · 67 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Apr 12, 2018 · D · $75,050,000 sold of Indefinite · 34 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 15, 2018 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $432.2M from 284 investors as of the latest filing. Joseph is listed as executive officer 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.

PC
Pooled Investment Fund · group: Scs

Private Credit III Offshore, LP

Boston, MA · Apr 23, 2018 → Feb 14, 2020 · 4 filings
  • Feb 14, 2020 · D/A · $59,320,000 sold of Indefinite · 24 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $31,520,000 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 21, 2018 · D · $21,100,000 sold of Indefinite · 6 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Apr 23, 2018 · D · $12,700,000 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $59.3M from 24 investors as of the latest filing. Joseph 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.

MS
Pooled Investment Fund · group: Scs

Multi-Sector Credit, LLC

Boston, MA · Aug 2, 2017 → Feb 14, 2020 · 5 filings
  • Feb 14, 2020 · D/A · $1,159,275,297 sold of Indefinite · 446 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $1,115,046,285 sold of Indefinite · 395 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 20, 2018 · D · $821,113,143 sold of Indefinite · 330 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $735,789,894 sold of Indefinite · 305 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Aug 2, 2017 · D · $312,454,000 sold of Indefinite · 199 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $1.47B from 484 investors as of the latest filing. Joseph is listed as executive officer 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.

MS
Pooled Investment Fund · group: Scs

Multi-Sector Credit Offshore, Ltd.

Boston, MA · Sep 11, 2017 → Feb 14, 2020 · 4 filings
  • Feb 14, 2020 · D/A · $193,274,479 sold of Indefinite · 76 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $97,931,040 sold of Indefinite · 59 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $61,667,027 sold of Indefinite · 38 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 11, 2017 · D · $44,848,000 sold of Indefinite · 30 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $206.6M from 82 investors as of the latest filing. Joseph 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.

IP
Pooled Investment Fund · group: Scs

International Public Equity, LLC

Boston, MA · Feb 2, 2012 → Feb 14, 2020 · 10 filings
  • Feb 14, 2020 · D/A · $595,300,370 sold of Indefinite · 460 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $567,857,156 sold of Indefinite · 428 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Jun 20, 2018 · D · $529,508,456 sold of Indefinite · 402 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $507,946,455 sold of Indefinite · 399 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 13, 2017 · D/A · $591,509,959 sold of Indefinite · 370 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 24, 2016 · D/A · $557,464,659 sold of Indefinite · 347 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 18, 2015 · D/A · $443,015,004 sold of Indefinite · 392 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2014 · D/A · $382,563,713 sold of Indefinite · 357 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 27, 2013 · D/A · $324,615,388 sold of Indefinite · 338 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 2, 2012 · D/A · $265,749,728 sold of Indefinite · 195 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $595.3M from 460 investors as of the latest filing. Joseph is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund · group: Scs

Core Income, LLC

Boston, MA · Jan 20, 2012 → Feb 14, 2020 · 10 filings
  • Feb 14, 2020 · D/A · $2,926,222,246 sold of Indefinite · 591 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $2,629,986,326 sold of Indefinite · 532 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 20, 2018 · D · $2,416,656,212 sold of Indefinite · 490 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $2,352,034,212 sold of Indefinite · 476 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 13, 2017 · D/A · $1,992,439,634 sold of Indefinite · 425 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 24, 2016 · D/A · $1,723,942,484 sold of Indefinite · 395 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 18, 2015 · D/A · $996,072,484 sold of Indefinite · 332 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2014 · D/A · $877,707,534 sold of Indefinite · 295 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 27, 2013 · D/A · $584,935,234 sold of Indefinite · 294 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 20, 2012 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (CCO of the Manager) EDGAR ↗

Raised $2.93B from 591 investors as of the latest filing. Joseph is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Scs

Private Co-Investment Opportunities Offshore, L.P.

Boston, MA · Nov 14, 2019
  • Nov 14, 2019 · D · $16,580,000 sold of Indefinite · 15 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $16.6M from 15 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PR
Pooled Investment Fund · group: Scs

Private Real Assets II, LLC

Boston, MA · Jul 17, 2017 → Mar 13, 2019 · 4 filings
  • Mar 13, 2019 · D/A · $201,436,000 sold of Indefinite · 222 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 20, 2018 · D · $136,931,000 sold of Indefinite · 135 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $116,041,000 sold of Indefinite · 117 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 17, 2017 · D · $55,201,000 sold of Indefinite · 55 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $201.4M from 222 investors as of the latest filing. Joseph 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.

PR
Pooled Investment Fund · group: Scs

Private Real Assets II - Real Estate, LLC

Boston, MA · Jul 17, 2017 → Mar 13, 2019 · 4 filings
  • Mar 13, 2019 · D/A · $112,460,000 sold of Indefinite · 14 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 20, 2018 · D · $65,000,000 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $26,001,000 sold of Indefinite · 6 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 17, 2017 · D · $25,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $112.5M from 14 investors as of the latest filing. Joseph 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.

PR
Pooled Investment Fund · group: Scs

Private Real Assets II - Natural Resources, LLC

Boston, MA · Aug 4, 2017 → Mar 13, 2019 · 5 filings
  • Mar 13, 2019 · D/A · $81,872,614 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 20, 2018 · D · $50,200,000 sold of Indefinite · 6 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $48,050,000 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 28, 2018 · D/A · $48,050,000 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Aug 4, 2017 · D · $30,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $81.9M from 7 investors as of the latest filing. Joseph is listed as executive officer 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.

PC
Pooled Investment Fund · group: Scs

Private Co-Investment Opportunities, LLC

Boston, MA · Mar 11, 2019
  • Mar 11, 2019 · D · $40,224,000 sold of Indefinite · 106 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $40.2M from 106 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund · group: Scs

Private Equity V Offshore, LP

Grand Cayman, Cayman Islands (as filed: E9) · Mar 6, 2018 → Jun 21, 2018 · 2 filings
  • Jun 21, 2018 · D · $60,700,000 sold of Indefinite · 10 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2018 · D · $60,700,000 sold of Indefinite · 10 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $60.7M from 10 investors as of the latest filing. Joseph is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund · group: Scs

Private Equity V, LLC

Boston, MA · Mar 24, 2017 → Jun 20, 2018 · 2 filings
  • Jun 20, 2018 · D · $574,399,000 sold of Indefinite · 199 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 24, 2017 · D · $52,101,000 sold of Indefinite · 18 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $574.4M from 199 investors as of the latest filing. Joseph is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund · group: Scs

SCS Private Credit II, LLC

Boston, MA · Mar 28, 2016 → Feb 28, 2018 · 3 filings
  • Feb 28, 2018 · D/A · $351,541,000 sold of Indefinite · 242 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 13, 2017 · D/A · $246,016,000 sold of Indefinite · 175 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 28, 2016 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $351.5M from 242 investors as of the latest filing. Joseph is listed as executive officer 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.

MI
Pooled Investment Fund · group: Scs

Multi Insight Solution - Offshore, Ltd

Boston, MA · Jun 5, 2017
  • Jun 5, 2017 · D · $9,600,000 sold of Indefinite · 2 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $9.6M from 2 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

MI
Pooled Investment Fund · group: Scs

Multi Insight Solution LLC

Boston, MA · May 1, 2017
  • May 1, 2017 · D · $29,355,000 sold of Indefinite · 32 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $29.4M from 32 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund · group: Scs

SCS Private Equity I, LLC

Boston, MA · Mar 22, 2017
  • Mar 22, 2017 · D/A · $17,594,000 sold of $17,594,000 · 30 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $17.6M from 30 investors (100% of the $17.6M target) as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund · group: Scs

SCS Private Equity IV (Cayman), LP

Boston, MA · Mar 22, 2017
  • Mar 22, 2017 · D · $16,300,000 sold of Indefinite · 6 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $16.3M from 6 investors as of the latest filing. Joseph is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund · group: Scs

SCS PRIVATE EQUITY II, LLC

Boston, MA · Mar 5, 2012 → Mar 9, 2017 · 4 filings
  • Mar 9, 2017 · D/A · $57,856,000 sold of $57,856,000 · 57 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2014 · D/A · $57,856,000 sold of Indefinite · 58 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Feb 27, 2013 · D/A · $51,856,000 sold of Indefinite · 51 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 5, 2012 · D · $12,600,000 sold of Indefinite · 9 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $57.9M from 58 investors (100% of the $57.9M target) as of the latest filing. Joseph 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.

SP
Pooled Investment Fund · group: Scs

SCS Private Credit I, LLC

Boston, MA · Oct 30, 2013 → Mar 9, 2017 · 4 filings
  • Mar 9, 2017 · D/A · $312,363,200 sold of $312,363,200 · 201 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 18, 2015 · D/A · $312,363,200 sold of Indefinite · 216 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2014 · D/A · $225,381,000 sold of Indefinite · 154 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Oct 30, 2013 · D · $121,290,000 sold of Indefinite · 73 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $312.4M from 216 investors (100% of the $312.4M target) as of the latest filing. Joseph 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.

SP
Pooled Investment Fund · group: Scs

SCS Private Equity III, LLC

Boston, MA · Feb 19, 2014 → Mar 9, 2017 · 3 filings
  • Mar 9, 2017 · D/A · $327,324,000 sold of $327,324,000 · 172 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Feb 18, 2015 · D/A · $270,349,000 sold of Indefinite · 147 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Feb 19, 2014 · D · $93,770,000 sold of Indefinite · 19 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $327.3M from 172 investors (100% of the $327.3M target) as of the latest filing. Joseph is listed as executive officer 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.

SP
Pooled Investment Fund · group: Scs

SCS Private Equity IV, LLC

Boston, MA · Oct 15, 2015 → Feb 13, 2017 · 3 filings
  • Feb 13, 2017 · D/A · $352,016,000 sold of Indefinite · 180 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 24, 2016 · D/A · $154,825,000 sold of Indefinite · 66 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Oct 15, 2015 · D · $56,430,000 sold of Indefinite · 14 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $352M from 180 investors as of the latest filing. Joseph is listed as executive officer 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.

SP
Pooled Investment Fund · group: Scs

SCS Private Real Assets I, LLC

Boston, MA · Mar 13, 2015 → Feb 13, 2017 · 3 filings
  • Feb 13, 2017 · D/A · $243,406,000 sold of Indefinite · 236 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Feb 24, 2016 · D/A · $203,371,000 sold of Indefinite · 168 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2015 · D · $96,215,000 sold of Indefinite · 45 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $243.4M from 236 investors as of the latest filing. Joseph is listed as executive officer 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.

SH
Pooled Investment Fund · group: Scs

SCS Hedged Opportunities Fund, LLC

Boston, MA · Aug 22, 2012 → Dec 3, 2015 · 4 filings
  • Dec 3, 2015 · D/A · $55,697,299 sold of Indefinite · 124 investors · min. $25,000 · role: Executive Officer, Director (Mr. McCuine is Vice President & Chief Financial Officer of the Fund and serves on the Board of Directors of the Fund.) EDGAR ↗
  • Nov 3, 2014 · D/A · $50,004,999 sold of Indefinite · 119 investors · min. $25,000 · role: Executive Officer, Director (Mr. McCuine is Vice President & Chief Financial Officer of the Fund and serves on the Board of Directors of the Fund.) EDGAR ↗
  • Aug 22, 2013 · D/A · $27,341,434 sold of Indefinite · 108 investors · min. $25,000 · role: Executive Officer, Director (Mr. McCuine is Vice President & Chief Financial Officer of the Fund and serves on the Board of Directors of the Fund.) EDGAR ↗
  • Aug 22, 2012 · D/A · $36,968,085 sold of Indefinite · 100 investors · min. $25,000 · role: Executive Officer, Director (Mr. McCuine is Vice President & Chief Financial Officer of the Fund and serves on the Board of Directors of the Fund.) EDGAR ↗

Raised $55.7M from 131 investors as of the latest filing. Joseph is listed as executive officer, 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.

SH
Pooled Investment Fund · group: Scs

SCS Hedged Opportunities (TE) Fund, LLC

Boston, MA · Oct 12, 2010 → Dec 3, 2015 · 6 filings
  • Dec 3, 2015 · D/A · $27,912,263 sold of Indefinite · 248 investors · min. $25,000 · role: Executive Officer, Director (Mr. McCuine is Vice President & Chief Financial Officer of the Fund and serves on the Board of Directors of the Fund.) EDGAR ↗
  • Nov 5, 2014 · D/A · $27,751,979 sold of Indefinite · 245 investors · min. $25,000 · role: Executive Officer, Director (Mr. McCuine is Vice President & Chief Financial Officer of the Fund and serves on the Board of Directors of the Fund.) EDGAR ↗
  • Nov 8, 2013 · D/A · $27,139,979 sold of Indefinite · 234 investors · min. $25,000 · role: Executive Officer, Director (Mr. McCuine is Vice President & Chief Financial Officer of the Fund and serves on the Board of Directors of the Fund.) EDGAR ↗
  • Oct 11, 2012 · D/A · $26,788,763 sold of Indefinite · 231 investors · min. $25,000 · role: Executive Officer, Director (Mr. McCuine is Vice President & Chief Financial Officer of the Fund and serves on the Board of Directors of the Fund.) EDGAR ↗
  • Oct 14, 2011 · D/A · $20,635,763 sold of Indefinite · 193 investors · min. $25,000 · role: Executive Officer, Director (Mr. McCuine is Vice President & Chief Financial Officer of the Fund and serves on the Board of Directors of the Fund.) EDGAR ↗
  • Oct 12, 2010 · D · $165,000 sold of Indefinite · 2 investors · min. $25,000 · role: Executive Officer, Director (Mr. McCuine is Vice President & Chief Financial Officer of the Fund and serves on the Board of Directors of the Fund.) EDGAR ↗

Raised $27.9M from 248 investors as of the latest filing. Joseph is listed as executive officer, 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.

SD
Pooled Investment Fund · group: Scs

SCS Diversified Inflation Hedges Fund, LLC

Boston, MA · Jul 6, 2011 → Feb 18, 2015 · 6 filings
  • Feb 18, 2015 · D/A · $287,141,558 sold of Indefinite · 336 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2014 · D/A · $267,192,558 sold of Indefinite · 312 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 27, 2013 · D/A · $201,195,549 sold of Indefinite · 324 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 13, 2012 · D/A · $129,764,448 sold of Indefinite · 261 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 11, 2011 · D/A · $75,152,427 sold of Indefinite · 179 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 6, 2011 · D · $75,152,427 sold of Indefinite · 179 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $287.1M from 336 investors as of the latest filing. Joseph is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SF
Pooled Investment Fund · group: Scs

SCS Fixed Income Strategies Fund, LLC

Boston, MA · Aug 31, 2010 → Feb 27, 2013 · 4 filings
  • Feb 27, 2013 · D/A · $263,926,410 sold of Indefinite · 260 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 13, 2012 · D/A · $223,043,450 sold of Indefinite · 201 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Aug 26, 2011 · D/A · $198,017,850 sold of Indefinite · 183 investors · min. $100,000 · role: Executive Officer (COO of the Manager) EDGAR ↗
  • Aug 31, 2010 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (CCO of the Manager) EDGAR ↗

Raised $263.9M from 260 investors as of the latest filing. Joseph 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.

People around Joseph 17

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

SC
Management entity

SCS Capital Management, LLC

Executive Officer, Promoter · 115 shared filings (41 issuers) · also on 36 other issuers

SCS Capital Management, LLC is on 77 issuers in total — a repeat sponsor. Their page lists every one.

HS
Management entity

H. SCS Capital Management LLC

Promoter · 23 shared filings (5 issuers)

H. SCS Capital Management LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

SP
Management entity

SCS Private Investment GP, LLC

Director · 11 shared filings (11 issuers) · also on 28 other issuers

SCS Private Investment GP, LLC is on 39 issuers in total — a repeat sponsor. Their page lists every one.

SP
Management entity

SCS Private Equity VI GP, LLC

Director · 4 shared filings (2 issuers)

Listed on the same filings as Joseph McCuine. Their page shows their other deals.

SP
Management entity

SCS Private Equity V GP, LLC

Director · 2 shared filings (1 issuer)

Listed on the same filings as Joseph McCuine. Their page shows their other deals.

SP
Management entity

SCS Private Equity IV GP, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Joseph McCuine. Their page shows their other deals.

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

Peter Mattoon

Executive Officer, Promoter, Director · 126 shared filings (34 issuers)

Peter Mattoon is on 34 issuers in total — a repeat sponsor. Their page lists every one.

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

Antony Abbiati

Executive Officer · 28 shared filings (26 issuers) · also on 21 other issuers

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

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

Adrian Ketri

Executive Officer · 10 shared filings (2 issuers)

Listed on the same filings as Joseph McCuine. Their page shows their other deals.

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

Peter A Lombard

Director · 10 shared filings (2 issuers)

Listed on the same filings as Joseph McCuine. Their page shows their other deals.

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

Stephen Goff

Executive Officer · 10 shared filings (2 issuers)

Listed on the same filings as Joseph McCuine. Their page shows their other deals.

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

James III F Orr

Director · 10 shared filings (2 issuers)

Listed on the same filings as Joseph McCuine. Their page shows their other deals.

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

Edmond D Villani

Director · 10 shared filings (2 issuers)

Listed on the same filings as Joseph McCuine. Their page shows their other deals.

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

Damian Juric

Director · 1 shared filing (1 issuer) · also on 44 other issuers

Damian Juric is on 45 issuers in total — a repeat sponsor. Their page lists every one.

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

Alan Tooker

Director · 1 shared filing (1 issuer) · also on 115 other issuers

Alan Tooker is on 116 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

S
Sponsor group

Scs

83 issuers · 315 filings · $24.83B reported sold · 2009–2026

One team, 83 deal companies. Joseph McCuine is listed on 46 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 Joseph McCuine.

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. 41 of the 46 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Independent Return, LLC, Public Markets, LLC, Hedged Equity, LLC, Private Impact, LP, Multi-Sector Credit Offshore, Ltd., Multi-Sector Credit, LLC, Private Real Assets III - Natural Resources, LLC, Private Real Assets III - Real Estate, LLC, Private Real Assets III, LLC, Private Equity VII, LP, Private Equity VII - Venture/Growth, LP, Private Equity VII - Buyouts, LP, Private Credit IV, LP, Private Credit IV - Opportunistic, LP, Private Credit IV - Income, LP, Private Credit IV Offshore, LP, Private Equity VII Offshore, LP, Early-Stage Venture Opportunities, LP, Private Co-Investment Opportunities II, LP, Core Income, LLC, Private Credit III, LLC, Private Credit III Offshore, LP, Private Equity VI Offshore, L.P., Private Equity VI, LP, International Public Equity, LLC, Private Co-Investment Opportunities Offshore, L.P., Private Real Assets II - Natural Resources, LLC, Private Real Assets II, LLC, Private Real Assets II - Real Estate, LLC, Private Co-Investment Opportunities, LLC, Private Equity V Offshore, LP, Private Equity V, LLC, SCS Private Credit II, LLC, Multi Insight Solution - Offshore, Ltd, Multi Insight Solution LLC, SCS Private Equity IV (Cayman), LP, SCS PRIVATE EQUITY II, LLC, SCS Private Credit I, LLC, SCS Private Equity IV, LLC, SCS Diversified Inflation Hedges Fund, LLC, SCS Fixed Income Strategies Fund, LLC.

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 Joseph McCuine 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 46 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Joseph McCuine 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 (Boston, MA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

focusfinancialpartners.com ↗ found on Early-Stage Venture Opportunities, LP (focusfinancialpartners.com — same registered sponsor family (group "Scs Capital", confidence 0.83); known from issuer CIK 2138547 (adv))

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) ↗Massachusetts MassCourts ↗

Securities regulators

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

Business registries

Massachusetts Secretary of State business search ↗OpenCorporates ↗

Change history

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