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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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Kathleen Rockey

Named as an officer, director or promoter on SEC Form D filings · MA · Feb 5, 2015 → Sep 29, 2026

72deals (issuers)
$24.47Breported sold
3,637investors
163Form D filings
2015–2026years 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

Kathleen Rockey is listed as an executive officer and director on 163 SEC Form D filings by 72 issuers between Feb 2015 and Sep 2026. Largest by amount reported sold: Bain Capital High Income Partnership, L.P. (Boston, MA — pooled investment fund — 2015–2026; $4.08B reported sold to 225 investors), Bain Capital Senior Loan Fund, L.P. (Boston, MA — pooled investment fund — 2015–2025; $3.31B reported sold to 303 investors), Bain Capital Special Situations Asia II, L.P. (Boston, MA — pooled investment fund — 2021–2022; $2.06B reported sold to 157 investors), Bain Capital GSS 2022 (A), L.P. (Boston, MA — pooled investment fund — 2022–2024; $1.87B reported sold to 378 investors), Bain Capital Global Direct Lending Fund (U) I RN, L.P. (Boston, MA — pooled investment fund — 2024–2025; $1.71B reported sold to 25 investors) and 67 more (all listed below).

What this means That is a lot of deals — 72 separate companies raised money with this person listed as executive officer and director, over about 11 years. Across those companies the filings report $24.47B sold in total.

Listed alongside Viva Hyatt (147 shared filings), Jeffrey B. Hawkins (146 shared filings), John Wright (146 shared filings), Michael A. Ewald (146 shared filings), Olof Bergqvist (139 shared filings) and 93 others.

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

The issuers belong to 3 sponsor groups: Bain (86 issuers, $42.72B reported sold, 2009–2026), Bain (7 issuers, $1.85B reported sold, 2018–2024) and Bain (13 issuers, $16.61B reported sold, 2009–2025).

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) — 11 court cases matching the name, 18 bankruptcy cases matching the name listed in Key records below.

What this means 29 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 163 public filings for Kathleen Rockey and found 8 differences, 3 worth asking the sponsor about: 8 paid sellers are listed without a CRD number; Form D filed 395 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 Kathleen Rockey has not run yet — it is joining a line of 10,448 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

11 cases: 1 open, 2 closed (disposition not in docket feed), 7 dismissed, 1 judgment

Trustees of the IBEW-NECA Southwestern Health and Benefit Fund v. Rockey Electric Inc open
District Court, N.D. Oklahoma · No. 4:26-mc-00013 · Filed Jun 2, 2026
Role of Rockey Electric Inc: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in OK (not a filing state)
WhatsApp LLC v. Rockey Tech HK Ltd. closed
District Court, N.D. California · No. 3:22-cv-05711 · Filed Oct 4, 2022 · Closed Apr 17, 2024 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Rockey Tech HK Ltd.: Defendant · Outcome: Terminated 2024-04-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in CA (not a filing state)
Rockey v. Equifax Information Services, LLC closed
District Court, N.D. Georgia · No. 1:22-cv-00380 · Filed Jan 31, 2022 · Closed Dec 12, 2022
Role of Rockey: Plaintiff · Outcome: Terminated 2022-12-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in GA (not a filing state)
Rockey v. Navient Solutions, Inc. dismissed
District Court, E.D. Texas · No. 6:16-cv-00423 · Filed May 13, 2016 · Closed Sep 26, 2016 · Nature of suit: 890 Other Statutory Actions · Cause: Federal Telephone Consumer Protection Act
Role of Rockey: Plaintiff · Outcome: Terminated 2016-09-26 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in TX (not a filing state)
Rockey v. Professional Adjustment Bureau of Mid-America, Inc. dismissed
District Court, C.D. Illinois · No. 3:14-cv-03031 · Filed Jan 28, 2014 · Closed Apr 11, 2014 · Nature of suit: 480 Consumer credit
Role of Rockey: Plaintiff · Outcome: Terminated 2014-04-11 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in IL (not a filing state)
ROCKEY v. CAVALRY SPV I, LLC dismissed
District Court, S.D. Indiana · No. 1:13-cv-00711 · Filed Apr 27, 2013 · Closed Aug 9, 2013 · Nature of suit: 890 Other statutory actions
Role of ROCKEY: Plaintiff · Outcome: Terminated 2013-08-09 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in IN (not a filing state)
ROCKEY v. TRANSWORLD SYSTEMS, INC. dismissed
District Court, S.D. Indiana · No. 1:13-cv-00688 · Filed Apr 25, 2013 · Closed Sep 25, 2013 · Nature of suit: 890 Other Statutory Actions · Cause: 15:1692 Fair Debt Collection Act
Role of ROCKEY: Plaintiff · Outcome: Terminated 2013-09-25 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in IN (not a filing state)
Rockey v. Chicago Otology Group, LLC dismissed
District Court, N.D. Illinois · No. 1:11-cv-07258 · Filed Oct 13, 2011 · Closed Jul 8, 2016 · Nature of suit: Other Statutes: False Claims Act · Cause: 31:3729 False Claims Act
Role of Rockey: Plaintiff · Outcome: Terminated 2016-07-08 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in IL (not a filing state)
Rockey v. Center for Counseling and Health Resources dismissed
District Court, W.D. Washington · No. 2:08-cv-01537 · Filed Oct 17, 2008 · Closed Jan 29, 2009 · Nature of suit: 190 Other contract actions
Role of Rockey: Plaintiff · Outcome: Terminated 2009-01-29 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in WA (not a filing state)
PACCAR Fin Corp v. Rockey Pratt judgment
District Court, E.D. Oklahoma · No. 6:03-cv-00327 · Filed Jun 6, 2003 · Closed Jul 29, 2003 · Nature of suit: 190 Other contract actions
Role of Rockey Pratt: Defendant · Outcome: Terminated 2003-07-29 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in OK (not a filing state)
Rockey v. Courtesy Motors Inc dismissed
District Court, W.D. Michigan · No. 1:00-cv-00695 · Filed Sep 18, 2000 · Closed Jun 29, 2001 · Nature of suit: 371 Truth in lending
Role of Rockey: Plaintiff · Outcome: Terminated 2001-06-29 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in MI (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

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

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

2. Regulatory actions

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

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

18 cases: 18 closed (disposition not in docket feed)

Rockey Wilson and Michele Wilson closed
United States Bankruptcy Court, E.D. Michigan · No. 17-21218 · Filed Jun 15, 2017 · Closed Sep 15, 2017
Role of Rockey Wilson and Michele Wilson: Debtor · Outcome: Case closed 2017-09-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in MI (not a filing state)
Rockey's Moving & Storage, LLC closed
United States Bankruptcy Court, W.D. Texas · No. 17-51357 · Filed May 31, 2017 · Closed Mar 27, 2018
Role of Rockey's Moving & Storage, LLC: Debtor · Outcome: Case closed 2018-03-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in TX (not a filing state)
Rockey's Van Lines, LLC closed
United States Bankruptcy Court, W.D. Texas · No. 17-51356 · Filed May 31, 2017 · Closed May 2, 2018
Role of Rockey's Van Lines, LLC: Debtor · Outcome: Case closed 2018-05-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in TX (not a filing state)
Rockey's Van Lines, LLC closed
United States Bankruptcy Court, W.D. Texas · No. 17-60414 · Filed May 31, 2017 · Closed Jun 9, 2017
Role of Rockey's Van Lines, LLC: Debtor · Outcome: Case closed 2017-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in TX (not a filing state)
Rockey's Moving & Storage, LLC closed
United States Bankruptcy Court, W.D. Texas · No. 17-60413 · Filed May 31, 2017 · Closed Jun 9, 2017
Role of Rockey's Moving & Storage, LLC: Debtor · Outcome: Case closed 2017-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in TX (not a filing state)
Escondido Ventures, LLC and Rockey's Van Lines, LLC closed
United States Bankruptcy Court, W.D. Texas · No. 17-51358 · Filed May 31, 2017 · Closed May 4, 2018
Role of Escondido Ventures, LLC and Rockey's Van Lines, LLC: Debtor · Outcome: Case closed 2018-05-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in TX (not a filing state)
Escondido Ventures, LLC and Rockey's Moving & Storage, LLC closed
United States Bankruptcy Court, W.D. Texas · No. 17-60415 · Filed May 31, 2017 · Closed Jun 9, 2017
Role of Escondido Ventures, LLC and Rockey's Moving & Storage, LLC: Debtor · Outcome: Case closed 2017-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in TX (not a filing state)
Ohio Department of Job & Family Services v. Rockey closed
United States Bankruptcy Court, S.D. Ohio · No. 1:12-ap-01124 · Filed Sep 28, 2012 · Closed Aug 27, 2014
Role of Rockey: Defendant · Outcome: Case closed 2014-08-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in OH (not a filing state)
Rockey v. FIA Card Services aka Bank of America closed
United States Bankruptcy Court, W.D. North Carolina · No. 11-03073 · Filed Apr 6, 2011 · Closed Jun 1, 2011
Role of Rockey: Plaintiff · Outcome: Case closed 2011-06-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in NC (not a filing state)
SJD Partners, Ltd. v. Rockey Murata Landscaping, Inc. closed
United States Bankruptcy Court, C.D. California · No. 8:10-ap-01539 · Filed Nov 3, 2010 · Closed Oct 31, 2011
Role of Rockey Murata Landscaping, Inc.: Defendant · Outcome: Case closed 2011-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in CA (not a filing state)
Pogge v. Wallenstein, Wagner & Rockey, Ltd closed
United States Bankruptcy Court, C.D. Illinois · No. 07-07115 · Filed Oct 14, 2007 · Closed Mar 18, 2008
Role of Wallenstein, Wagner & Rockey, Ltd: Defendant · Outcome: Case closed 2008-03-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in IL (not a filing state)
Rockey Lee Miller and Donna Jean Miller closed
United States Bankruptcy Court, N.D. Oklahoma · No. 05-12481 · Filed Apr 22, 2005 · Closed Aug 25, 2005
Role of Rockey Lee Miller and Donna Jean Miller: Debtor · Outcome: Case closed 2005-08-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in OK (not a filing state)
ROCKEY v. Nations Bank closed
United States Bankruptcy Court, D. Delaware · No. 04-57611 · Filed Dec 13, 2004 · Closed Sep 2, 2005
Role of ROCKEY: Plaintiff · Outcome: Case closed 2005-09-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in DE (not a filing state)
Dennis Rockey Jackson and Linda Joy Jackson closed
United States Bankruptcy Court, D. Massachusetts · No. 98-14174 · Filed Apr 29, 1998 · Closed Aug 12, 1998
Role of Dennis Rockey Jackson and Linda Joy Jackson: Debtor · Outcome: Case closed 1998-08-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); different first name (dennis); court in the person's filing state (MA)
Rockey Lain Bell and Margaret Ann Bell closed
United States Bankruptcy Court, D. Kansas · No. 97-12082 · Filed May 16, 1997 · Closed Jun 9, 1999
Role of Rockey Lain Bell and Margaret Ann Bell: Debtor · Outcome: Case closed 1999-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in KS (not a filing state)
Household Bank, N.A. v. Rockey L. Preston closed
United States Bankruptcy Court, D. Vermont · No. 97-01011 · Filed Feb 18, 1997 · Closed Jul 21, 1997
Role of Rockey L. Preston: Defendant · Outcome: Case closed 1997-07-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in VT (not a filing state)
First Union Natl Bank of GA v. Rockey L. Crump closed
United States Bankruptcy Court, N.D. Georgia · No. 93-04133 · Filed Sep 21, 1993 · Closed Jan 3, 1994
Role of Rockey L. Crump: Defendant · Outcome: Case closed 1994-01-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in GA (not a filing state)
Rockey K. Smith and Laurie Smith closed
United States Bankruptcy Court, S.D. California · No. 91-06891 · Filed Jun 19, 1991 · Closed Nov 5, 1991
Role of Rockey K. Smith and Laurie Smith: Debtor · Outcome: Case closed 1991-11-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 51 federal dockets); surname only in the caption; court in CA (not a filing state)
What was searched

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

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

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

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

8 differences found between the filings for Kathleen Rockey — 3 worth asking about (compared the newest 50 of 163 filings on Oct 24, 2026; older filings not covered)

Worth asking · Dec 30, 2022 – Mar 30, 2026

8 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: ALPINE CAPITAL ADVISORS SPA — Bain Capital Middle Market Credit Partners V (A), L.P. · Paid seller listed without a CRD number: LEE & PARTNERS CO., LTD. — Bain Capital Middle Market Credit Partners V (A), L.P. · Paid seller listed without a CRD number: Alpine Capital Advisors SpA — Bain Capital Total Return Credit, L.P. · Paid seller listed without a CRD number: ULLMAN WEALTH MANAGEMENT INC. — Bain Capital Special Situations Europe II (A), L.P. · Paid seller listed without a CRD number: WOOD & COMPANY FINANCIAL SERVICES A.S. — Bain Capital Special Situations Europe II (A), L.P. · and 3 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Mar 30, 2026 ↗BrokerCheck search: ALPINE CAPITAL ADVISORS SPA ↗Bain Capital Middle Market Credit Partners V (A), L.P. — PartnerFacts page ↗BrokerCheck search: LEE & PARTNERS CO., LTD. ↗
Sources
Worth asking · Jul 1, 2025 – Jul 31, 2026

Form D filed 395 days after the first sale — Bain Capital High Income Feeder, Ltd.

The filing says the first sale was Jul 1, 2025. The Form D was filed Jul 31, 2026 — 395 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 380 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Jul 31, 2026 ↗Bain Capital High Income Feeder, Ltd. — PartnerFacts page ↗
Sources
Worth asking · Nov 15, 2024 – Nov 17, 2025

Kathleen Rockey is no longer listed on the Nov 17, 2025 amendment — Bain Capital Public Equity Enduring Equity Fund, L.P.

Kathleen Rockey appears on the Nov 15, 2024 Form D/A (executive officer) but not on the Nov 17, 2025 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Nov 15, 2024 ↗Form D/A · Nov 17, 2025 ↗Kathleen Rockey — PartnerFacts page ↗Bain Capital Public Equity Enduring Equity Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jun 2, 2017 – Dec 19, 2024

11 role changes for the same people across filings

Kathleen Rockey's role changed at Bain Capital Total Return Credit, L.P.: director → executive officer · Kathleen Rockey's role changed at Bain Capital High Income Partnership, L.P.: director → executive officer · Kathleen Rockey's role changed at Bain Capital Structured Credit Feeder, L.P.: executive officer, director → executive officer · Kathleen Rockey's role changed at Bain Capital Structured Credit Fund, L.P.: director → executive officer · Kathleen Rockey's role changed at Bain Capital Senior Loan Fund (SRI), L.P.: executive officer → director · and 6 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · Dec 20, 2023 ↗Form D/A · Dec 19, 2024 ↗Kathleen Rockey — PartnerFacts page ↗Bain Capital Total Return Credit, L.P. — PartnerFacts page ↗
Sources
Note · Aug 11, 2022 – Aug 27, 2024

Offering amount changed between filings — Bain Capital Special Situations Europe II (A), L.P.

The Aug 11, 2022 filing says an indefinite amount offered; the Aug 27, 2024 Form D/A says $488,507,334.

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

Form D (earlier) · Aug 11, 2022 ↗Form D/A (later) · Aug 27, 2024 ↗Bain Capital Special Situations Europe II (A), L.P. — PartnerFacts page ↗
Sources
Note · Jun 23, 2023 – Jan 23, 2024

Offering amount changed between filings — Bain Capital Middle Market Credit 2022 (A), L.P.

The Jun 23, 2023 filing says an indefinite amount offered; the Jan 23, 2024 Form D/A says $554,367,416.

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

Form D/A (earlier) · Jun 23, 2023 ↗Form D/A (later) · Jan 23, 2024 ↗Bain Capital Middle Market Credit 2022 (A), L.P. — PartnerFacts page ↗
Sources
Note · Feb 4, 2009 – Oct 15, 2025

8 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 — Bain Capital Senior Loan Fund (SRI), L.P. (latest filing Oct 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Bain Capital Senior Loan Fund, L.P. (latest filing Oct 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Bain Capital Global Direct Lending Fund (U) I RN, L.P. (latest filing Oct 10, 2025) · No amendment in the last 12 months on an offering that may still be open — Bain Capital Total Return Credit, L.P. (latest filing Dec 19, 2024) · No amendment in the last 12 months on an offering that may still be open — Bain Capital Partnership Strategies (Offshore) Fund, L.P. (latest filing Sep 16, 2024) · and 3 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 · Oct 15, 2025 ↗Bain Capital Senior Loan Fund (SRI), L.P. — PartnerFacts page ↗Form D/A · Oct 15, 2025 ↗Bain Capital Senior Loan Fund, L.P. — PartnerFacts page ↗
Sources
Note · Sep 16, 2024 – Oct 10, 2025

Minimum investment changed between filings — Bain Capital Global Direct Lending Fund (U) I RN, L.P.

The Sep 16, 2024 filing lists a minimum of $5,000,000; the Oct 10, 2025 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Sep 16, 2024 ↗Form D/A (later) · Oct 10, 2025 ↗Bain Capital Global Direct Lending Fund (U) I RN, L.P. — 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 163 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

16 of 73 offerings report sales commissions totalling $3,331,181; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 29, 2026 D/A
Bain Capital Asia Direct Lending (A), L.P.
File 021-559114
$0 (est.)$0 (est.)$0 (est.)Not applicable no CRD number reported
via Bain Capital Markets, LLC (CRD 000175456 ↗)

None no CRD number reported
via ALPINE CAPITAL ADVISORS SPA

None no CRD number reported
via LEE & PARTNERS CO., LTD.
EDGAR ↗
Sep 29, 2026 D/A
Bain Capital Asia Direct Lending Private Investors (A), L.P.
File 021-559115
$0 (est.)$0 (est.)$0 (est.)Not applicable no CRD number reported
via Bain Capital Markets, LLC (CRD 000175456 ↗)

None no CRD number reported
via ALPINE CAPITAL ADVISORS SPA

None no CRD number reported
via LEE & PARTNERS CO., LTD.
EDGAR ↗
Sep 29, 2026 D/A
Bain Capital Asia Direct Lending (B) (CTB), L.P.
File 021-559116
$0 (est.)$0 (est.)$0 (est.)Not applicable no CRD number reported
via Bain Capital Markets, LLC (CRD 000175456 ↗)

None no CRD number reported
via ALPINE CAPITAL ADVISORS SPA

None no CRD number reported
via LEE & PARTNERS CO., LTD.
EDGAR ↗
Sep 29, 2026 D
Bain Capital Global Direct Lending Fund (U) V RN, L.P.
File 021-599291
$0 (est.)$0 (est.)$0BAIN CAPITAL MARKETS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Sep 22, 2026 D
Asbury Drive RNF, L.P.
File 021-598452
$0$0$0BAIN CAPITAL MARKETS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Jul 31, 2026 D
Bain Capital High Income Feeder, Ltd.
File 021-592773
$0$0$0Bain Capital Markets, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Jun 18, 2026 D/A
Bain Capital High Income Partnership, L.P.
File 021-158358
$24,571$0$0Bain Capital Markets, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Jun 17, 2026 D
Aptakisic Road RNF, L.P.
File 021-587803
$0$0$0BAIN CAPITAL MARKETS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Jun 8, 2026 D/A
Bain Capital Structured Credit Feeder, L.P.
File 021-287996
$0$0$0Bain Capital Markets, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
May 28, 2026 D/A
Bain Capital Structured Credit Fund, L.P.
File 021-287995
$14,113$0$0Bain Capital Markets, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Mar 30, 2026 D
Bain Capital Middle Market Credit Partners V (A), L.P.
File 021-578380
$0$0$0BAIN CAPITAL MARKETS, LLC BrokerCheck CRD 175456 ↗
ALPINE CAPITAL ADVISORS SPA no CRD number reported
LEE & PARTNERS CO., LTD. no CRD number reported		EDGAR ↗
Mar 20, 2026 D
Milwaukee Avenue RNF L.P.
File 021-577238
$0$0$0BAIN CAPITAL MARKETS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Jan 16, 2026 D/A
Bain Capital Global Direct Lending Fund (Onshore), L.P.
File 021-503911
$0$0$0BAIN CAPITAL MARKETS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Dec 31, 2025 D
Bain Capital Global Direct Lending Fund (Offshore DE-C), L.P.
File 021-568653
$0$0$0BAIN CAPITAL MARKETS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Oct 15, 2025 D/A
Bain Capital Senior Loan Fund, L.P.
File 021-127147
$0$0$0BAIN CAPITAL MARKETS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Oct 15, 2025 D/A
Bain Capital Senior Loan Fund (SRI), L.P.
File 021-223106
$0$0$0BAIN CAPITAL MARKETS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Oct 10, 2025 D/A
Bain Capital Global Direct Lending Fund (U) I RN, L.P.
File 021-524092
$0$0$0BAIN CAPITAL MARKETS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Apr 3, 2025 D
Bain Capital Credit CLO Management III Cayman, L.P.
File 021-542865
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2025 D
Bain Capital Griffin Aircraft Offshore Feeder Fund, LP
File 021-542523
$0$0$0Bain Capital Distributors, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Dec 19, 2024 D/A
Bain Capital Total Return Credit, L.P.
File 021-381261
$23,287$0$0Bain Capital Distributors, LLC BrokerCheck CRD 175456 ↗
Alpine Capital Advisors SpA no CRD number reported		EDGAR ↗
Nov 15, 2024 D/A
Bain Capital Public Equity Enduring Equity Fund, L.P.
File 021-466210
$0$0$0Bain Capital Distributors, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Sep 16, 2024 D/A
Bain Capital Partnership Strategies Fund, L.P.
File 021-348372
$0$0$0N/A no CRD number reported
via Bain Capital Distributors, LLC (CRD 175456 ↗)
EDGAR ↗
Sep 16, 2024 D/A
Bain Capital Partnership Strategies (Offshore) Fund, L.P.
File 021-348373
$0$0$0N/A no CRD number reported
via Bain Capital Distributors, LLC (CRD 175456 ↗)
EDGAR ↗
Aug 27, 2024 D/A
Bain Capital Special Situations Europe II (A), L.P.
File 021-455700
$678,225$0$0BAIN CAPITAL DISTRIBUTORS, LLC BrokerCheck CRD 175456 ↗
ULLMAN WEALTH MANAGEMENT INC. no CRD number reported
WOOD & COMPANY FINANCIAL SERVICES A.S. no CRD number reported		EDGAR ↗
Jul 17, 2024 D
Bain Capital Partnership Strategies Coinvest Fund V, L.P.
File 021-519070
$0$0$0BAIN CAPITAL DISTRIBUTORS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Jun 24, 2024 D/A
Bain Capital GSS 2022 (A), L.P.
File 021-449779
$2,425,525 (est.)$0$0BAIN CAPITAL DISTRIBUTORS, LLC BrokerCheck CRD 175456 ↗
ALPINE CAPITAL ADVISORS SPA no CRD number reported
PRIVACORE CAPITAL LLC no CRD number reported
via JANUS HENDERSON DISTRIBUTORS US LLC (CRD 28832 ↗)

MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗		EDGAR ↗
Jan 23, 2024 D/A
Bain Capital Middle Market Credit 2022 (A), L.P.
File 021-450720
$0$0$0BAIN CAPITAL DISTRIBUTORS, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Jan 10, 2024 D/A
Bain Capital Partnership Strategies Environmental Markets Opportunities Coinvest Fund, L.P.
File 021-428529
$0$0$0Bain Capital Distributors, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Nov 21, 2023 D
Bain Capital Credit Funding III, LP
File 021-497788
$0$0$0BAIN CAPITAL DISTRIBUTORS, LLC BrokerCheck CRD 175456 ↗
LEE & PARTNERS CO., LTD. no CRD number reported		EDGAR ↗
Sep 13, 2023 D
Bain Capital Credit Funding II, L.P.
File 021-492036
$0$0$0BAIN CAPITAL DISTRIBUTORS, LLC BrokerCheck CRD 175456 ↗
LEE & PARTNERS CO., LTD. no CRD number reported		EDGAR ↗
Aug 31, 2022 D
Bain Capital Credit Funding I-B, L.P.
File 021-457545
$0$0$0BAIN CAPITAL DISTRIBUTORS, LLC BrokerCheck CRD 175456 ↗
LEE & PARTNERS CO., LTD. no CRD number reported		EDGAR ↗
Jun 14, 2022 D/A
Bain Capital Special Situations Asia II, L.P.
File 021-397695
$0 (est.)$0$0MORGAN STANLEY SMITH BARNEY, LLC BrokerCheck CRD 149777 ↗
BAIN CAPITAL DISTRIBUTORS, LLC BrokerCheck CRD 175456 ↗		EDGAR ↗
Mar 15, 2022 D
Bain Capital Credit Funding I, L.P.
File 021-437412
$0$0$0BAIN CAPITAL DISTRIBUTORS, LLC BrokerCheck CRD 175456 ↗
LEE & PARTNERS CO., LTD. no CRD number reported		EDGAR ↗
Oct 25, 2021 D
Bain Capital Global Direct Lending 2021 (U Offshore), L.P.
File 021-418339
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2021 D
Bain Capital Partnership Strategies Emerging Markets Alpha Fund, L.P.
File 021-397193
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2021 D
Bain Capital Global Direct Lending 2021 (L Offshore), L.P.
File 021-387805
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2021 D
Bain Capital Global Direct Lending 2021 (L Master), L.P.
File 021-387811
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2021 D
Bain Capital Global Direct Lending 2021 (L Onshore), L.P.
File 021-387874
$0$0$0None listed on this filingEDGAR ↗
Oct 1, 2020 D
Bain Capital Credit Dislocation Fund (B), L.P.
File 021-376857
$0$0$0None listed on this filingEDGAR ↗
Apr 10, 2020 D/A
Bain Capital Distressed & Special Situations Private Investors 2019 (B), L.P.
File 021-336786
$0$0$0None listed on this filingEDGAR ↗
Apr 10, 2020 D/A
Bain Capital Distressed & Special Situations Private Investors 2019 (A), L.P.
File 021-336800
$0$0$0None listed on this filingEDGAR ↗
Apr 10, 2020 D/A
Bain Capital Distressed & Special Situations 2019 ICAV
File 021-336817
$0$0$0Bain Capital Distributors, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Apr 10, 2020 D/A
Bain Capital Distressed & Special Situations 2019 (B), L.P.
File 021-336834
$0$0$0None listed on this filingEDGAR ↗
Apr 10, 2020 D/A
Bain Capital Distressed & Special Situations 2019 (F), L.P.
File 021-336764
$0$0$0None listed on this filingEDGAR ↗
Apr 10, 2020 D/A
Bain Capital Distressed & Special Situations 2019 (B Master), L.P.
File 021-336772
$0$0$0None listed on this filingEDGAR ↗
Apr 10, 2020 D/A
Bain Capital Distressed & Special Situations 2019 (A), L.P.
File 021-336773
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2020 D
ROIB 101 NORTH MAIN REIT 2, LLC
File 021-360533
$11,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 13, 2020 D
ROIB GERVAIS REIT 1, LLC
File 021-360534
$11,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 13, 2020 D
ROIB GERVAIS REIT 2, LLC
File 021-360535
$11,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 13, 2020 D
ROIB TAMPA 5210 INDUSTRIAL REIT 1, LLC
File 021-360536
$11,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 13, 2020 D
ROIB TAMPA 5210 INDUSTRIAL REIT 2, LLC
File 021-360537
$11,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 13, 2020 D
ROIB 101 NORTH MAIN REIT 1, LLC
File 021-360538
$11,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Jan 10, 2020 D
Bain Capital Distressed & Special Situations 2019 (B-II), L.P.
File 021-357716
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2019 D/A
Bain Capital Middle Market Credit 2018 (A), L.P.
File 021-319100
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2019 D/A
Bain Capital Middle Market Credit 2018 (B), L.P.
File 021-319103
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2019 D/A
Bain Capital Middle Market Credit 2018 (F), L.P.
File 021-319109
$0$0$0None listed on this filingEDGAR ↗
May 29, 2019 D
Bain Capital COPs CV Holdings, L.P.
File 021-340640
$55,130 (est.)$0$0HOULIHAN LOKEY CAPITAL, INC. BrokerCheck CRD 17708 ↗EDGAR ↗
Apr 9, 2019 D
Bain Capital Distressed & Special Situations 2019 (G), L.P.
File 021-336767
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2019 D
Bain Capital Distressed & Special Situations 2019 (G), L.P.
File 021-336771
$0$0$0None listed on this filingEDGAR ↗
Feb 8, 2019 D
ROIB REIT 1-B, LLC
File 021-332445
$11,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 8, 2019 D
ROIB REIT 2-B, LLC
File 021-332446
$11,000$0$0 (est.)A5 SECURITIES LLC BrokerCheck CRD 288410 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Aug 17, 2018 D
Bain Capital Credit CLO Management (A), L.P.
File 021-319534
$0$0$0Goldman, Sachs & Co. BrokerCheck CRD 361 ↗EDGAR ↗
Feb 1, 2018 D
Bain Capital Special Situations Europe ICAV
File 021-304651
$0$0$0Bain Capital Distributors, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Sep 5, 2017 D/A
Bain Capital Special Situations Asia, L.P.
File 021-291887
$0$0$0Bain Capital Distributors, LLC BrokerCheck CRD 175456 ↗EDGAR ↗
Feb 9, 2017 D
ROIB REIT 1-A, LLC
File 021-280434
$11,165$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Feb 9, 2017 D
ROIB REIT 2-A, LLC
File 021-280435
$11,165$0$0 (est.)FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗
via GARY CUTSON (CRD 6119195 ↗)
EDGAR ↗
Aug 3, 2016 D/A
Bain Capital Distressed & Special Situations 2016 (A), L.P.
File 021-248746
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2016 D/A
Bain Capital Distressed & Special Situations 2016 (B), L.P.
File 021-248747
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2016 D
Bain Capital Distressed & Special Situations 2016 (G), L.P.
File 021-268286
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2016 D
Bain Capital Credit Managed Account (CalPERS), L.P.
File 021-268287
$0$0$0None listed on this filingEDGAR ↗
Oct 5, 2015 D
Sankaty Credit Opportunities (F), L.P.
File 021-248748
$0$0$0None listed on this filingEDGAR ↗
Mar 27, 2015 D
Sankaty Managed Account (E), L.P.
File 021-236791
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2015 D
Sankaty Direct Lending Fund (L), L.P.
File 021-233607
$0$0$0N/A no CRD number reported
via "UBS Financial Services Inc. (""UBS"")" (CRD 8174 ↗)
EDGAR ↗
How this is counted

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

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

Deals 72

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Global Direct Lending Fund (U) V RN, L.P.

Boston, MA · Sep 29, 2026
  • Sep 29, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Asia Direct Lending (A), L.P.

Boston, MA · Sep 29, 2025 → Sep 29, 2026 · 2 filings
  • Sep 29, 2026 · D/A · $123,300,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Director (Partner of the Managing Member of the Issuer's GP) EDGAR ↗
  • Sep 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of the Managing Member of the Issuer's GP) EDGAR ↗

Raised $123.3M from 6 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Asia Direct Lending (B) (CTB), L.P.

Boston, MA · Sep 29, 2025 → Sep 29, 2026 · 2 filings
  • Sep 29, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of the Managing Member of the Issuer's GP) EDGAR ↗
  • Sep 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of the Managing Member of the Issuer's GP) EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Asia Direct Lending Private Investors (A), L.P.

Boston, MA · Sep 29, 2025 → Sep 29, 2026 · 2 filings
  • Sep 29, 2026 · D/A · $57,300,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Director (Partner of the Managing Member of the Issuer's GP) EDGAR ↗
  • Sep 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Partner of the Managing Member of the Issuer's GP) EDGAR ↗

Raised $57.3M from 28 investors as of the latest filing. Kathleen 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.

AD
Pooled Investment Fund · group: Bain

Asbury Drive RNF, L.P.

Boston, MA · Sep 22, 2026
  • Sep 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital High Income Feeder, Ltd.

Boston, MA · Jul 31, 2026
  • Jul 31, 2026 · D · $75,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $75K from 1 investor as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital High Income Partnership, L.P.

Boston, MA · Apr 15, 2015 → Jun 18, 2026 · 12 filings
  • Jun 18, 2026 · D/A · $4,079,506,543 sold of Indefinite · 225 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administration Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • Jun 18, 2025 · D/A · $4,023,105,544 sold of Indefinite · 224 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administration Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • Jun 18, 2024 · D/A · $3,973,533,544 sold of Indefinite · 224 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administration Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 26, 2023 · D/A · $3,971,748,544 sold of Indefinite · 224 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administration Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • Jun 3, 2022 · D/A · $3,971,306,944 sold of Indefinite · 223 investors · min. No minimum reported · role: Director (Managing Director and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • Jun 2, 2021 · D/A · $3,970,706,944 sold of Indefinite · 222 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 29, 2020 · D/A · $3,916,331,944 sold of Indefinite · 217 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 31, 2019 · D/A · $3,908,339,464 sold of Indefinite · 210 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 29, 2018 · D/A · $3,908,339,464 sold of Indefinite · 210 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 1, 2017 · D/A · $3,715,232,864 sold of Indefinite · 205 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 13, 2016 · D/A · $3,600,219,529 sold of Indefinite · 196 investors · min. No minimum reported · role: Director (Managing director) EDGAR ↗
  • Apr 15, 2015 · D/A · $3,410,237,934 sold of Indefinite · 190 investors · min. No minimum reported · role: Director (Managing director) EDGAR ↗

Raised $4.08B from 225 investors as of the latest filing. Kathleen is listed as executive officer, 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.

AR
Pooled Investment Fund · group: Bain

Aptakisic Road RNF, L.P.

Boston, MA · Jun 17, 2026
  • Jun 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Structured Credit Feeder, L.P.

Boston, MA · Jun 2, 2017 → Jun 8, 2026 · 10 filings
  • Jun 8, 2026 · D/A · $86,574,848 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • Jun 2, 2025 · D/A · $70,387,448 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 23, 2024 · D/A · $45,137,448 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 22, 2023 · D/A · $37,137,448 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 27, 2022 · D/A · $35,337,448 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 28, 2021 · D/A · $29,897,448 sold of Indefinite · 10 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 29, 2020 · D/A · $29,897,448 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 31, 2019 · D/A · $27,127,448 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 29, 2018 · D/A · $26,877,448 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • Jun 2, 2017 · D · $2,236,492 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Managing Director and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗

Raised $86.6M from 18 investors as of the latest filing. Kathleen is listed as executive officer, 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Structured Credit Fund, L.P.

Boston, MA · Jun 2, 2017 → May 28, 2026 · 10 filings
  • May 28, 2026 · D/A · $425,856,628 sold of Indefinite · 109 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administration Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • Jun 3, 2025 · D/A · $310,726,628 sold of Indefinite · 108 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administration Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 23, 2024 · D/A · $294,661,028 sold of Indefinite · 108 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administration Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 22, 2023 · D/A · $291,786,028 sold of Indefinite · 108 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administration Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 27, 2022 · D/A · $291,786,028 sold of Indefinite · 108 investors · min. No minimum reported · role: Director (Managing Director of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 28, 2021 · D/A · $282,636,028 sold of Indefinite · 107 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 29, 2020 · D/A · $264,214,028 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 31, 2019 · D/A · $243,268,544 sold of Indefinite · 95 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • May 29, 2018 · D/A · $212,718,544 sold of Indefinite · 65 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • Jun 2, 2017 · D · $157,501,174 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (Managing Director and Chief Administrative Officer of the Managing Member of the Issuer's GP) EDGAR ↗

Raised $425.9M from 109 investors as of the latest filing. Kathleen is listed as executive officer, 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Middle Market Credit Partners V (A), L.P.

Boston, MA · Mar 30, 2026
  • Mar 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

MA
Pooled Investment Fund · group: Bain

Milwaukee Avenue RNF L.P.

Boston, MA · Mar 20, 2026
  • Mar 20, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Global Direct Lending Fund (Onshore), L.P.

Boston, MA · Jan 30, 2024 → Jan 16, 2026 · 3 filings
  • Jan 16, 2026 · D/A · $799,670,000 sold of Indefinite · 137 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 21, 2025 · D/A · $397,150,000 sold of Indefinite · 104 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 30, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $799.7M from 137 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Global Direct Lending Fund (Offshore DE-C), L.P.

Boston, MA · Dec 31, 2025
  • Dec 31, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Senior Loan Fund, L.P.

Boston, MA · Feb 25, 2015 → Oct 15, 2025 · 12 filings
  • Oct 15, 2025 · D/A · $3,312,436,900 sold of Indefinite · 303 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 15, 2024 · D/A · $3,246,528,811 sold of Indefinite · 303 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 16, 2023 · D/A · $3,111,348,811 sold of Indefinite · 300 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 18, 2022 · D/A · $2,988,546,450 sold of Indefinite · 295 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 14, 2021 · D/A · $2,785,367,850 sold of Indefinite · 285 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 15, 2020 · D/A · $2,551,114,023 sold of Indefinite · 276 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 15, 2019 · D/A · $2,525,648,023 sold of Indefinite · 268 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 17, 2018 · D/A · $2,298,182,129 sold of Indefinite · 266 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 23, 2017 · D/A · $1,810,999,422 sold of Indefinite · 242 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 25, 2016 · D/A · $1,524,505,564 sold of Indefinite · 222 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 24, 2016 · D/A · $1,300,629,517 sold of Indefinite · 214 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 25, 2015 · D/A · $1,145,860,831 sold of Indefinite · 202 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $3.31B from 303 investors as of the latest filing. Kathleen is listed as director, executive officer 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Senior Loan Fund (SRI), L.P.

Boston, MA · Feb 25, 2015 → Oct 15, 2025 · 12 filings
  • Oct 15, 2025 · D/A · $142,363,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 15, 2024 · D/A · $142,363,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 16, 2023 · D/A · $142,363,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 18, 2022 · D/A · $142,363,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 14, 2021 · D/A · $142,363,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 15, 2020 · D/A · $142,363,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 15, 2019 · D/A · $142,363,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 17, 2018 · D/A · $142,285,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 23, 2017 · D/A · $142,285,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 25, 2016 · D/A · $142,285,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 24, 2016 · D/A · $142,285,773 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 25, 2015 · D/A · $142,285,773 sold of Indefinite · 4 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $142.4M from 4 investors as of the latest filing. Kathleen is listed as director, executive officer 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Global Direct Lending Fund (U) I RN, L.P.

Boston, MA · Sep 16, 2024 → Oct 10, 2025 · 2 filings
  • Oct 10, 2025 · D/A · $1,707,725,700 sold of Indefinite · 25 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 16, 2024 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $1.71B from 25 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Credit CLO Management III Cayman, L.P.

Boston, MA · Apr 3, 2025
  • Apr 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Griffin Aircraft Offshore Feeder Fund, LP

Boston, MA · Mar 31, 2025
  • Mar 31, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Total Return Credit, L.P.

Boston, MA · Nov 23, 2020 → Dec 19, 2024 · 5 filings
  • Dec 19, 2024 · D/A · $168,006,039 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Partner and Chief Administration Officer of the Managing Member of the Issuer's GP) EDGAR ↗
  • Dec 20, 2023 · D/A · $140,826,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 30, 2022 · D/A · $140,476,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 23, 2021 · D/A · $120,176,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 23, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $168M from 21 investors as of the latest filing. Kathleen is listed as executive officer, 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Public Equity Enduring Equity Fund, L.P.

Boston, MA · Nov 15, 2024
  • Nov 15, 2024 · D/A · $455,010,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $455M from 4 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Partnership Strategies (Offshore) Fund, L.P.

Boston, MA · Sep 10, 2020 → Sep 16, 2024 · 5 filings
  • Sep 16, 2024 · D/A · $329,854,970 sold of Indefinite · 67 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 15, 2023 · D/A · $248,669,970 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 15, 2022 · D/A · $234,669,970 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 10, 2021 · D/A · $42,170,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 10, 2020 · D/A · $42,170,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $329.9M from 67 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Partnership Strategies Fund, L.P.

Boston, MA · Sep 10, 2020 → Sep 16, 2024 · 5 filings
  • Sep 16, 2024 · D/A · $866,274,409 sold of Indefinite · 163 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 15, 2023 · D/A · $770,946,909 sold of Indefinite · 145 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 15, 2022 · D/A · $687,546,909 sold of Indefinite · 130 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 10, 2021 · D/A · $88,087,365 sold of Indefinite · 54 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 10, 2020 · D/A · $88,087,365 sold of Indefinite · 54 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $866.3M from 163 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Special Situations Europe II (A), L.P.

Boston, MA · Aug 11, 2022 → Aug 27, 2024 · 2 filings
  • Aug 27, 2024 · D/A · $488,507,334 sold of $488,507,334 · 43 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 11, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $488.5M from 43 investors (100% of the $488.5M target) as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Partnership Strategies Coinvest Fund V, L.P.

Boston, MA · Jul 17, 2024
  • Jul 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital GSS 2022 (A), L.P.

Boston, MA · Jun 21, 2022 → Jun 24, 2024 · 3 filings
  • Jun 24, 2024 · D/A · $1,867,464,965 sold of Indefinite · 378 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 21, 2023 · D/A · $1,186,884,384 sold of Indefinite · 65 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 21, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.87B from 378 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Middle Market Credit 2022 (A), L.P.

Boston, MA · Jun 29, 2022 → Jan 23, 2024 · 3 filings
  • Jan 23, 2024 · D/A · $554,367,416 sold of $554,367,416 · 30 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 23, 2023 · D/A · $409,173,173 sold of Indefinite · 20 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 29, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $554.4M from 30 investors (100% of the $554.4M target) as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Partnership Strategies Environmental Markets Opportunities Coinvest Fund, L.P.

Boston, MA · Jan 10, 2022 → Jan 10, 2024 · 3 filings
  • Jan 10, 2024 · D/A · $76,089,765 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 10, 2023 · D/A · $70,912,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 10, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $76.1M from 10 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Credit Funding III, LP

Boston, MA · Nov 21, 2023
  • Nov 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Credit Funding II, L.P.

Boston, MA · Sep 13, 2023
  • Sep 13, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Credit Funding I-B, L.P.

Boston, MA · Aug 31, 2022
  • Aug 31, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Special Situations Asia II, L.P.

Boston, MA · Apr 29, 2021 → Jun 14, 2022 · 2 filings
  • Jun 14, 2022 · D/A · $2,060,083,584 sold of $2,060,083,584 · 157 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 29, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.06B from 157 investors (100% of the $2.06B target) as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Credit Funding I, L.P.

Boston, MA · Mar 15, 2022
  • Mar 15, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Global Direct Lending 2021 (U Offshore), L.P.

Boston, MA · Oct 25, 2021
  • Oct 25, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Partnership Strategies Emerging Markets Alpha Fund, L.P.

Boston, MA · Apr 26, 2021
  • Apr 26, 2021 · D · $31,750,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $31.8M from 2 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Global Direct Lending 2021 (L Onshore), L.P.

Boston, MA · Jan 29, 2021
  • Jan 29, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Global Direct Lending 2021 (L Master), L.P.

Boston, MA · Jan 29, 2021
  • Jan 29, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Global Direct Lending 2021 (L Offshore), L.P.

Boston, MA · Jan 29, 2021
  • Jan 29, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Credit Dislocation Fund (B), L.P.

Boston, MA · Oct 1, 2020
  • Oct 1, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations Private Investors 2019 (B), L.P.

Boston, MA · Apr 9, 2019 → Apr 10, 2020 · 2 filings
  • Apr 10, 2020 · D/A · $6,500,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 9, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $6.5M from 3 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations Private Investors 2019 (A), L.P.

Boston, MA · Apr 9, 2019 → Apr 10, 2020 · 2 filings
  • Apr 10, 2020 · D/A · $47,800,000 sold of Indefinite · 63 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 9, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $47.8M from 63 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations 2019 ICAV

Boston, MA · Apr 9, 2019 → Apr 10, 2020 · 2 filings
  • Apr 10, 2020 · D/A · $183,231,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer (Officer of the Portfolio Manager) EDGAR ↗
  • Apr 9, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Portfolio Manager) EDGAR ↗

Raised $183.2M from 28 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations 2019 (F), L.P.

Boston, MA · Apr 9, 2019 → Apr 10, 2020 · 2 filings
  • Apr 10, 2020 · D/A · $440,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 9, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $440M from 2 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations 2019 (B), L.P.

Boston, MA · Apr 9, 2019 → Apr 10, 2020 · 2 filings
  • Apr 10, 2020 · D/A · $53,730,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 9, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $53.7M from 26 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations 2019 (B Master), L.P.

Boston, MA · Apr 9, 2019 → Apr 10, 2020 · 2 filings
  • Apr 10, 2020 · D/A · $862,845,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 9, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $862.8M from 40 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations 2019 (A), L.P.

Boston, MA · Apr 9, 2019 → Apr 10, 2020 · 2 filings
  • Apr 10, 2020 · D/A · $481,476,000 sold of Indefinite · 99 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 9, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $481.5M from 99 investors as of the latest filing. Kathleen 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.

R1
REITS and Finance · group: Bain

ROIB 101 NORTH MAIN REIT 1, LLC

Boston, MA · Feb 13, 2020
  • Feb 13, 2020 · D · $124,000 sold of $124,000 · 124 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $124K from 124 investors (100% of the $124K target) as of the latest filing. Kathleen 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RT
REITS and Finance · group: Bain

ROIB TAMPA 5210 INDUSTRIAL REIT 2, LLC

Boston, MA · Feb 13, 2020
  • Feb 13, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Kathleen 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RT
REITS and Finance · group: Bain

ROIB TAMPA 5210 INDUSTRIAL REIT 1, LLC

Boston, MA · Feb 13, 2020
  • Feb 13, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Kathleen 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RG
REITS and Finance · group: Bain

ROIB GERVAIS REIT 2, LLC

Boston, MA · Feb 13, 2020
  • Feb 13, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Kathleen 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RG
REITS and Finance · group: Bain

ROIB GERVAIS REIT 1, LLC

Boston, MA · Feb 13, 2020
  • Feb 13, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Kathleen 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

R1
REITS and Finance · group: Bain

ROIB 101 NORTH MAIN REIT 2, LLC

Boston, MA · Feb 13, 2020
  • Feb 13, 2020 · D · $124,000 sold of $124,000 · 124 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $124K from 124 investors (100% of the $124K target) as of the latest filing. Kathleen 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations 2019 (B-II), L.P.

Boston, MA · Jan 10, 2020
  • Jan 10, 2020 · D · $30,250,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $30.3M from 2 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Middle Market Credit 2018 (F), L.P.

Boston, MA · Aug 13, 2018 → Aug 13, 2019 · 2 filings
  • Aug 13, 2019 · D/A · $440,871,764 sold of Indefinite · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 13, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $440.9M from 3 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Middle Market Credit 2018 (B), L.P.

Boston, MA · Aug 13, 2018 → Aug 13, 2019 · 2 filings
  • Aug 13, 2019 · D/A · $449,927,938 sold of Indefinite · 20 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 13, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $449.9M from 20 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Middle Market Credit 2018 (A), L.P.

Boston, MA · Aug 13, 2018 → Aug 13, 2019 · 2 filings
  • Aug 13, 2019 · D/A · $82,732,743 sold of Indefinite · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 13, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $82.7M from 11 investors as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital COPs CV Holdings, L.P.

Boston, MA · May 29, 2019
  • May 29, 2019 · D · $0 sold of $74,688,136 · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations 2019 (G), L.P.

Boston, MA · Apr 9, 2019 → Apr 9, 2019 · 2 filings
  • Apr 9, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 9, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

RR
REITS and Finance · group: Bain

ROIB REIT 2-B, LLC

Boston, MA · Feb 8, 2019
  • Feb 8, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Kathleen 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RR
REITS and Finance · group: Bain

ROIB REIT 1-B, LLC

Boston, MA · Feb 8, 2019
  • Feb 8, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Kathleen 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bain

Bain Capital Credit CLO Management (A), L.P.

Boston, MA · Aug 17, 2018
  • Aug 17, 2018 · D · $0 sold of $750,000,000 · 0 investors · min. $10,000,000 · role: Director EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Special Situations Europe ICAV

Dublin 2, Ireland (as filed: L2) · Feb 1, 2018
  • Feb 1, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Officer of the Portfolio Manager) EDGAR ↗

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Special Situations Asia, L.P.

Boston, MA · Aug 1, 2017 → Sep 5, 2017 · 2 filings
  • Sep 5, 2017 · D/A · $556,889,000 sold of Indefinite · 38 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 1, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $556.9M from 38 investors as of the latest filing. Kathleen 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.

RR
REITS and Finance · group: Bain

ROIB REIT 2-A, LLC

Boston, MA · Feb 9, 2017
  • Feb 9, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Kathleen 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RR
REITS and Finance · group: Bain

ROIB REIT 1-A, LLC

Boston, MA · Feb 9, 2017
  • Feb 9, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Kathleen 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: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bain

Bain Capital Credit Managed Account (CalPERS), L.P.

Boston, MA · Aug 3, 2016
  • Aug 3, 2016 · D · $505,050,506 sold of $505,050,506 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $505.1M from 2 investors (100% of the $505.1M target) as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations 2016 (G), L.P.

Boston, MA · Aug 3, 2016
  • Aug 3, 2016 · D · $349,549,550 sold of $349,549,550 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $349.5M from 2 investors (100% of the $349.5M target) as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations 2016 (B), L.P.

Boston, MA · Oct 5, 2015 → Aug 3, 2016 · 2 filings
  • Aug 3, 2016 · D/A · $951,599,599 sold of $951,599,599 · 31 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 5, 2015 · D · $768,161,161 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $951.6M from 31 investors (100% of the $951.6M target) as of the latest filing. Kathleen 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.

BC
Pooled Investment Fund · group: Bain

Bain Capital Distressed & Special Situations 2016 (A), L.P.

Boston, MA · Oct 5, 2015 → Aug 3, 2016 · 2 filings
  • Aug 3, 2016 · D/A · $472,618,618 sold of $472,618,618 · 32 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 5, 2015 · D · $459,620,620 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $472.6M from 32 investors (100% of the $472.6M target) as of the latest filing. Kathleen 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.

SC
Pooled Investment Fund · group: Bain

Sankaty Credit Opportunities (F), L.P.

Boston, MA · Oct 5, 2015
  • Oct 5, 2015 · D · $600,400,400 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $600.4M from 2 investors as of the latest filing. Kathleen 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.

SM
Pooled Investment Fund · group: Bain

Sankaty Managed Account (E), L.P.

Boston, MA · Mar 27, 2015
  • Mar 27, 2015 · D · $173,173,173 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $173.2M from 12 investors as of the latest filing. Kathleen 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.

SD
Pooled Investment Fund · group: Bain

Sankaty Direct Lending Fund (L), L.P.

Boston, MA · Feb 5, 2015
  • Feb 5, 2015 · D · $149,284,284 sold of Indefinite · 242 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $149.3M from 242 investors as of the latest filing. Kathleen 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.

People around Kathleen 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.

BC
Management entity

Bain Capital Credit, LP

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Kathleen Rockey. Their page shows their other deals.

BC
Management entity

BCC CLO Funding GP III, L.L.C.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Kathleen Rockey. Their page shows their other deals.

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

Viva Hyatt

Director, Executive Officer · 147 shared filings (66 issuers) · also on 7 other issuers

Viva Hyatt is on 73 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeffrey B. Hawkins

Executive Officer, Director · 146 shared filings (65 issuers) · also on 30 other issuers

Jeffrey B. Hawkins is on 95 issuers in total — a repeat sponsor. Their page lists every one.

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

John Wright

Director, Executive Officer · 146 shared filings (65 issuers) · also on 1 other issuer

John Wright is on 66 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael A. Ewald

Director, Executive Officer · 146 shared filings (65 issuers) · also on 19 other issuers

Michael A. Ewald is on 84 issuers in total — a repeat sponsor. Their page lists every one.

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

Olof Bergqvist

Director, Executive Officer · 139 shared filings (63 issuers)

Olof Bergqvist is on 63 issuers in total — a repeat sponsor. Their page lists every one.

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

KIMBERLY HARRIS

Director, Executive Officer · 135 shared filings (60 issuers) · also on 12 other issuers

KIMBERLY HARRIS is on 72 issuers in total — a repeat sponsor. Their page lists every one.

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

Andrew Carlino

Director, Executive Officer · 134 shared filings (62 issuers) · also on 12 other issuers

Andrew Carlino is on 74 issuers in total — a repeat sponsor. Their page lists every one.

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

Anita Meconiates

Director, Executive Officer · 132 shared filings (63 issuers)

Anita Meconiates is on 63 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Hirschfeld

Director, Executive Officer · 129 shared filings (59 issuers)

Brian Hirschfeld is on 59 issuers in total — a repeat sponsor. Their page lists every one.

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

Carolyn Hastings

Director, Executive Officer · 128 shared filings (59 issuers) · also on 2 other issuers

Carolyn Hastings is on 61 issuers in total — a repeat sponsor. Their page lists every one.

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

KYLE BETTY

Executive Officer, Director · 121 shared filings (54 issuers) · also on 14 other issuers

KYLE BETTY is on 68 issuers in total — a repeat sponsor. Their page lists every one.

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

JEFFREY ROBINSON

Executive Officer, Director · 120 shared filings (53 issuers) · also on 12 other issuers

JEFFREY ROBINSON is on 65 issuers in total — a repeat sponsor. Their page lists every one.

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

Andrew S. Viens

Director, Executive Officer · 115 shared filings (52 issuers) · also on 10 other issuers

Andrew S. Viens is on 62 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

Jonathan S. Lavine

Executive Officer, Director · 114 shared filings (47 issuers) · also on 19 other issuers

Jonathan S. Lavine is on 66 issuers in total — a repeat sponsor. Their page lists every one.

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

MICHAEL J. BEVACQUA

Executive Officer, Director · 113 shared filings (48 issuers) · also on 14 other issuers

MICHAEL J. BEVACQUA is on 62 issuers in total — a repeat sponsor. Their page lists every one.

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

Bradley Charchut

Director, Executive Officer · 110 shared filings (49 issuers)

Bradley Charchut is on 49 issuers in total — a repeat sponsor. Their page lists every one.

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

Sally F. Dornaus

Executive Officer, Director · 110 shared filings (53 issuers) · also on 14 other issuers

Sally F. Dornaus is on 67 issuers in total — a repeat sponsor. Their page lists every one.

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

Stephanie Walsh

Director, Executive Officer · 102 shared filings (47 issuers)

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

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

Gregory Wipf

Director, Executive Officer · 89 shared filings (43 issuers)

Gregory Wipf is on 43 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Boyle

Director, Executive Officer · 85 shared filings (44 issuers) · also on 1 other issuer

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

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

Christopher Linneman

Executive Officer, Director · 84 shared filings (44 issuers)

Christopher Linneman is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Treisman

Director, Executive Officer · 84 shared filings (37 issuers) · also on 13 other issuers

Michael Treisman is on 50 issuers in total — a repeat sponsor. Their page lists every one.

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

Matthew Evans

Director, Executive Officer · 69 shared filings (33 issuers) · also on 1 other issuer

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

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

James Kellogg III

Executive Officer, Director · 61 shared filings (36 issuers) · also on 14 other issuers

James Kellogg III is on 50 issuers in total — a repeat sponsor. Their page lists every one.

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

TOM KOLINSKI

Director, Executive Officer · 57 shared filings (28 issuers)

TOM KOLINSKI is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

JONATHAN DESIMONE

Executive Officer, Director · 57 shared filings (37 issuers) · also on 14 other issuers

JONATHAN DESIMONE is on 51 issuers in total — a repeat sponsor. Their page lists every one.

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

TIMOTHY M. BARNS

Executive Officer, Director · 52 shared filings (34 issuers) · also on 12 other issuers

TIMOTHY M. BARNS is on 46 issuers in total — a repeat sponsor. Their page lists every one.

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

VIKRAM PUNWANI

Executive Officer, Director · 49 shared filings (32 issuers)

VIKRAM PUNWANI is on 32 issuers in total — a repeat sponsor. Their page lists every one.

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

DAN SHUGRUE

Director, Executive Officer · 41 shared filings (25 issuers)

DAN SHUGRUE is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

TARA ALLIN

Director, Executive Officer · 41 shared filings (25 issuers)

TARA ALLIN is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

NATE WHITTIER

Director, Executive Officer · 41 shared filings (25 issuers)

NATE WHITTIER is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

DOMINIC DEBONIS

Director · 37 shared filings (24 issuers)

DOMINIC DEBONIS is on 24 issuers in total — a repeat sponsor. Their page lists every one.

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

JAMES ATHANASOULAS

Executive Officer, Director · 33 shared filings (24 issuers) · also on 8 other issuers

JAMES ATHANASOULAS is on 32 issuers in total — a repeat sponsor. Their page lists every one.

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

RANESH RAMANATHAN

Executive Officer, Director · 29 shared filings (18 issuers) · also on 15 other issuers

RANESH RAMANATHAN is on 33 issuers in total — a repeat sponsor. Their page lists every one.

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

BRAD CHARCHUT

Executive Officer, Director · 29 shared filings (17 issuers)

BRAD CHARCHUT is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

CRISTIAN JITIANU

Director · 23 shared filings (12 issuers) · also on 1 other issuer

CRISTIAN JITIANU is on 13 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

B
Sponsor group

Bain

86 issuers · 211 filings · $42.72B reported sold · 2009–2026

One team, 86 deal companies. Kathleen Rockey is listed on 66 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 Kathleen Rockey.

B
Sponsor group

Bain

7 issuers · 21 filings · $1.85B reported sold · 2018–2024

One team, 7 deal companies. Kathleen Rockey is listed on 5 of them.

Sources

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

B
Sponsor group

Bain

13 issuers · 103 filings · $16.61B reported sold · 2009–2025

One team, 13 deal companies. Kathleen Rockey is listed on 1 of them.

Sources

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

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. 1 of the 72 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Bain Capital Global Direct Lending Fund (U) I RN, L.P..

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Kathleen Rockey 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 72 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Kathleen Rockey is listed on: none on file. No website or social profile named in Bain Capital High Income Partnership, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #22,218 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗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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