PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:36 AM ET

Sponsor Check › Person

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

Leslie Ross

Named as an officer, director or promoter on SEC Form D filings · NY · Jan 29, 2016 → Mar 1, 2019

96deals (issuers)
$19.29Breported sold
73,326investors
146Form D filings
2016–2019years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:35 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Leslie Ross is listed as an executive officer and director on 146 SEC Form D filings by 96 issuers between Jan 2016 and Mar 2019. Largest by amount reported sold: ML Winton FuturesAccess LLC (New York, NY — pooled investment fund — 2016–2018; $1.98B reported sold to 20,123 investors), RENAISSANCE ACCESS LLC (New York, NY — pooled investment fund — 2016–2019; $1.15B reported sold to 2,525 investors), Sculptor Access LLC (New York, NY — pooled investment fund — 2016–2017; $875.1M reported sold to 1,512 investors), AG Mortgage Value Participation Fund LLC (New York, NY — pooled investment fund — 2016–2019; $748.6M reported sold to 1,891 investors), Blackstone Alternatives Solution V L.P. (New York, NY — pooled investment fund — 2018; $542.4M reported sold to 1,397 investors) and 91 more (all listed below).

What this means That is a lot of deals — 96 separate companies raised money with this person listed as executive officer and director, over about 3 years. Across those companies the filings report $19.29B sold in total.

Listed alongside Nancy Fahmy (146 shared filings), Jeff McGoey (145 shared filings), "Merrill Lynch Alternative Investments (LLC) (""MLAI"")" (130 shared filings, management entity), Barbra E. Kocsis (130 shared filings), Brian Woldow (107 shared filings) and 25 others.

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

The issuers belong to 4 sponsor groups: Icapital (262 issuers, $44.94B reported sold, 2009–2026), Blackstone Tac Opps (2 issuers, $120.8M reported sold, 2016), Llcp Structured (2 issuers, $154.8M reported sold, 2019) and Carlyle Buyout (2 issuers, $398.9M reported sold, 2018).

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 (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 24 bankruptcy cases matching the name listed in Key records below.

What this means 24 records came back. 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 146 public filings for Leslie Ross and found 4 differences, 1 worth asking the sponsor about: 9 people are no longer listed on a later amendment; 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 Leslie Ross has not run yet — it is joining a line of 36,713 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:35 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Leslie Ross..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

24 cases: 24 closed (disposition not in docket feed)

Leslie D Ross and Karen M Ross closed
United States Bankruptcy Court, E.D. Wisconsin · No. 21-22365 · Filed Apr 26, 2021 · Closed Aug 6, 2021
Role of Leslie D Ross and Karen M Ross: Debtor · Outcome: Case closed 2021-08-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in WI (not a filing state)
Leslie A. Ross closed
United States Bankruptcy Court, D. New Jersey · No. 17-29617 · Filed Sep 28, 2017 · Closed Dec 28, 2017
Role of Leslie A. Ross: Debtor · Outcome: Case closed 2017-12-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in NJ (not a filing state)
Leslie A Ross closed
United States Bankruptcy Court, W.D. Wisconsin · No. 1-17-10754 · Filed Mar 10, 2017 · Closed Jul 3, 2017
Role of Leslie A Ross: Debtor · Outcome: Case closed 2017-07-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in WI (not a filing state)
Leslie Ross closed
United States Bankruptcy Court, E.D. Missouri · No. 16-49199 · Filed Dec 31, 2016 · Closed Jul 10, 2017
Role of Leslie Ross: Debtor · Outcome: Case closed 2017-07-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in MO (not a filing state)
Leslie R Ross closed
United States Bankruptcy Court, W.D. Virginia · No. 15-50356 · Filed Apr 14, 2015 · Closed Jul 28, 2015
Role of Leslie R Ross: Debtor · Outcome: Case closed 2015-07-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in VA (not a filing state)
Leslie R. Ross closed
United States Bankruptcy Court, W.D. Wisconsin · No. 3-13-14120 · Filed Aug 19, 2013 · Closed Oct 16, 2017
Role of Leslie R. Ross: Debtor · Outcome: Case closed 2017-10-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in WI (not a filing state)
Leslie E Ross closed
United States Bankruptcy Court, E.D. Missouri · No. 11-51594 · Filed Nov 1, 2011 · Closed Mar 8, 2017
Role of Leslie E Ross: Debtor · Outcome: Case closed 2017-03-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in MO (not a filing state)
George J Ross, Jr. and Leslie A Ross closed
United States Bankruptcy Court, N.D. Ohio · No. 11-17738 · Filed Sep 7, 2011 · Closed Dec 19, 2011
Role of Leslie A Ross: Debtor · Outcome: Case closed 2011-12-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in OH (not a filing state)
Leslie H. Ross closed
United States Bankruptcy Court, M.D. Alabama · No. 08-81531 · Filed Oct 20, 2008 · Closed Jan 15, 2013
Role of Leslie H. Ross: Debtor · Outcome: Case closed 2013-01-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in AL (not a filing state)
Donald Ross and Leslie Ross closed
United States Bankruptcy Court, D. Maine · No. 07-20606 · Filed Jul 17, 2007 · Closed Nov 9, 2007
Role of Leslie Ross: Debtor · Outcome: Case closed 2007-11-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in ME (not a filing state)
Rodney J. Ross and Leslie L. Ross closed
United States Bankruptcy Court, D. Maryland · No. 07-15514 · Filed Jun 15, 2007 · Closed Sep 21, 2007
Role of Leslie L. Ross: Debtor · Outcome: Case closed 2007-09-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in MD (not a filing state)
Frederick J Ross and Leslie M Ross closed
United States Bankruptcy Court, E.D. Louisiana · No. 05-21568 · Filed Nov 9, 2005 · Closed Jun 6, 2006
Role of Leslie M Ross: Debtor · Outcome: Case closed 2006-06-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in LA (not a filing state)
Leslie N. Ross closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 05-32184 · Filed Sep 9, 2005 · Closed Jan 23, 2006
Role of Leslie N. Ross: Debtor · Outcome: Case closed 2006-01-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in PA (not a filing state)
Leslie D Ross closed
United States Bankruptcy Court, C.D. California · No. 6:05-bk-15871 · Filed Jun 7, 2005 · Closed Dec 7, 2005
Role of Leslie D Ross: Debtor · Outcome: Case closed 2005-12-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in CA (not a filing state)
Robert N Ross and Leslie L Ross closed
United States Bankruptcy Court, W.D. Virginia · No. 04-01520 · Filed Sep 20, 2004 · Closed Dec 21, 2004
Role of Leslie L Ross: Debtor · Outcome: Case closed 2004-12-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in VA (not a filing state)
Leslie H Ross closed
United States Bankruptcy Court, M.D. Florida · No. 8:03-bk-17303 · Filed Aug 20, 2003 · Closed Dec 4, 2003
Role of Leslie H Ross: Debtor · Outcome: Case closed 2003-12-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in FL (not a filing state)
Leslie A. Ross closed
United States Bankruptcy Court, E.D. Wisconsin · No. 03-28759 · Filed Jun 3, 2003 · Closed Sep 16, 2003
Role of Leslie A. Ross: Debtor · Outcome: Case closed 2003-09-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in WI (not a filing state)
Leslie E Ross closed
United States Bankruptcy Court, C.D. California · No. 8:02-bk-19089 · Filed Nov 25, 2002 · Closed Mar 25, 2003
Role of Leslie E Ross: Debtor · Outcome: Case closed 2003-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in CA (not a filing state)
Leslie C. Ross closed
United States Bankruptcy Court, D. Kansas · No. 02-21394 · Filed Apr 25, 2002 · Closed Dec 3, 2002
Role of Leslie C. Ross: Debtor · Outcome: Case closed 2002-12-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in KS (not a filing state)
Leslie T Ross closed
United States Bankruptcy Court, N.D. Illinois · No. 99-16092 · Filed May 19, 1999 · Closed Sep 13, 1999
Role of Leslie T Ross: Debtor · Outcome: Case closed 1999-09-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in IL (not a filing state)
Kathleen A Ross and Leslie F Ross closed
United States Bankruptcy Court, N.D. Illinois · No. 98-50632 · Filed Mar 2, 1998 · Closed Jun 19, 1998
Role of Leslie F Ross: Debtor · Outcome: Case closed 1998-06-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in IL (not a filing state)
Leslie Ross closed
United States Bankruptcy Court, N.D. Illinois · No. 97-16938 · Filed Jun 2, 1997 · Closed Dec 19, 2000
Role of Leslie Ross: Debtor · Outcome: Case closed 2000-12-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in IL (not a filing state)
LESLIE F. ROSS closed
United States Bankruptcy Court, S.D. Mississippi · No. 95-09322 · Filed Oct 3, 1995 · Closed Feb 8, 1996
Role of LESLIE F. ROSS: Debtor · Outcome: Case closed 1996-02-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in MS (not a filing state)
LESLIE A ROSS closed
United States Bankruptcy Court, D. Minnesota · No. 94-32929 · Filed Jun 23, 1994 · Closed Oct 13, 1994
Role of LESLIE A ROSS: Debtor · Outcome: Case closed 1994-10-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); court in MN (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, 2:35 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

4 differences found between the filings for Leslie Ross — 1 worth asking about (compared the newest 50 of 146 filings on Oct 24, 2026; older filings not covered)

Note · Jan 1, 2002 – Jan 4, 2019

32 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 — LLCP Structured Equity Access Fund VI (Offshore), L.P. (latest filing Jan 4, 2019) · No amendment in the last 12 months on an offering that may still be open — LLCP Structured Equity Access Fund VI, L.P. (latest filing Jan 4, 2019) · No amendment in the last 12 months on an offering that may still be open — SL Alpine Access Fund, L.P. (latest filing Dec 19, 2018) · No amendment in the last 12 months on an offering that may still be open — Blackstone Alternatives Solution V Fund (Offshore), L.P. (latest filing Dec 4, 2018) · No amendment in the last 12 months on an offering that may still be open — Blackstone Alternatives Solution V L.P. (latest filing Dec 4, 2018) · and 27 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 · Jan 4, 2019 ↗LLCP Structured Equity Access Fund VI (Offshore), L.P. — PartnerFacts page ↗Form D · Jan 4, 2019 ↗LLCP Structured Equity Access Fund VI, L.P. — PartnerFacts page ↗
Sources
Worth asking · Sep 17, 2018 – May 17, 2019

9 people are no longer listed on a later amendment

Leslie Ross is no longer listed on the May 17, 2019 amendment — Monarch Debt Recovery Participation Fund Ltd. · Leslie Ross is no longer listed on the May 17, 2019 amendment — Monarch Debt Recovery Participation Fund LLC · Leslie Ross is no longer listed on the May 16, 2019 amendment — YORK TOTAL ACCESS LLC · Leslie Ross is no longer listed on the May 16, 2019 amendment — Renaissance Access Ltd · Leslie Ross is no longer listed on the May 16, 2019 amendment — AG Mortgage Value Participation Fund Ltd. · and 4 more

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

Form D/A · Nov 9, 2018 ↗Form D/A · May 17, 2019 ↗Leslie Ross — PartnerFacts page ↗Monarch Debt Recovery Participation Fund Ltd. — PartnerFacts page ↗
Sources
Note · Jan 29, 2016 – May 31, 2017

Leslie Ross is written 2 different ways on the filings

listed as "Leslie Ross" on 73 filings (from Jan 29, 2016), and "Leslie K Ross" on 7 filings (from May 31, 2017).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D/A · Jan 29, 2016 ↗Form D · May 31, 2017 ↗Leslie Ross — PartnerFacts page ↗
Sources
Note · Sep 17, 2018 – May 17, 2019

9 address changes between filings

Address moved from New York, NY to Grand Cayman, Cayman Islands (as filed: E9) — Monarch Debt Recovery Participation Fund Ltd. · Address moved from New York, NY to Wilmington, DE — Monarch Debt Recovery Participation Fund LLC · Address moved from New York, NY to Wilmington, DE — YORK TOTAL ACCESS LLC · Address moved from New York, NY to Grand Cayman, Cayman Islands (as filed: E9) — Renaissance Access Ltd · Address moved from New York, NY to Grand Cayman, Cayman Islands (as filed: E9) — AG Mortgage Value Participation Fund Ltd. · and 4 more

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

Form D/A · Nov 9, 2018 ↗Form D/A · May 17, 2019 ↗Monarch Debt Recovery Participation Fund Ltd. — PartnerFacts page ↗Form D/A · Sep 17, 2018 ↗
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 146 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

89 of 96 offerings report sales commissions totalling $430,917,186; 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
Mar 1, 2019 D/A
YORK TOTAL ACCESS LLC
File 021-99938
$8,474,881 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 21, 2019 D/A
Renaissance Access Ltd
File 021-104141
$12,372,725 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 11, 2019 D/A
Beach Point Access Ltd.
File 021-127278
$4,212,816 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 11, 2019 D/A
Beach Point Access LLC
File 021-128997
$6,839,716 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 11, 2019 D/A
AG Mortgage Value Participation Fund LLC
File 021-191309
$7,285,905 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 11, 2019 D/A
AG Mortgage Value Participation Fund Ltd.
File 021-192876
$1,958,546 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 30, 2019 D/A
RENAISSANCE ACCESS LLC
File 021-103821
$28,426,316 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 4, 2019 D
LLCP Structured Equity Access Fund VI, L.P.
File 021-329739
$3,000,000 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Jan 4, 2019 D
LLCP Structured Equity Access Fund VI (Offshore), L.P.
File 021-329743
$200,000 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Dec 19, 2018 D
SL Alpine Access Fund, L.P.
File 021-328408
$7,332,475 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Dec 4, 2018 D
Blackstone Alternatives Solution V L.P.
File 021-327124
$13,559,875 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Dec 4, 2018 D
Blackstone Alternatives Solution V Fund (Offshore), L.P.
File 021-327158
$981,250 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Nov 20, 2018 D
Ares Senior Direct Lending Access Fund, L.P.
File 021-326156
$6,750,000 (est.)$0 (est.)$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Nov 13, 2018 D
Carlyle European Opportunities Fund V, L.P.
File 021-325624
$4,550,000 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incoporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incoporated (CRD 7691 ↗)
EDGAR ↗
Nov 13, 2018 D
Carlyle European Opportunities Fund V (Offshore), L.P.
File 021-325621
$400,000 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incoporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incoporated (CRD 7691 ↗)
EDGAR ↗
Nov 9, 2018 D/A
Monarch Debt Recovery Participation Fund Ltd.
File 021-146658
$550,723 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Nov 6, 2018 D
Buyout & Healthcare Fund L.P.
File 021-325182
$7,381,125 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Sep 17, 2018 D/A
Monarch Debt Recovery Participation Fund LLC
File 021-144743
$2,410,061 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jul 12, 2018 D
KKR Global Infrastructure Offshore III LP
File 021-316679
$559,500 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jul 12, 2018 D
KKR Global Infrastructure Onshore III LP
File 021-316673
$5,365,950 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jul 5, 2018 D
Carlyle Buyout VII Access Fund, L.P.
File 021-316121
$7,240,000 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Jul 5, 2018 D
Carlyle Buyout VII Access Fund (Offshore), L.P.
File 021-316122
$780,000 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Jun 5, 2018 D
Brookfield Opportunistic RE III Access Fund, L.P.
File 021-313925
$11,970,000 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jun 5, 2018 D
Brookfield Opportunistic Real Estate III Access Fund (Offshore), L.P.
File 021-313927
$889,000 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Mar 1, 2018 D/A
YORK ACCESS LLC
File 021-49689
$7,276,426 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Mar 1, 2018 D
GSO Rescue Finance Fund III, L.P.
File 021-306761
$5,188,500 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Mar 1, 2018 D
GSO Rescue Finance Fund III (Offshore), L.P.
File 021-306776
$506,250 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 13, 2018 D/A
MKP Opportunity Participation Fund LLC
File 021-202972
$1,086,102 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 31, 2018 D/A
ML Winton FuturesAccess LLC
File 021-74080
$49,592,405 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 30, 2018 D/A
Aspect FuturesAccess LLC
File 021-76305
$12,764,951 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 30, 2018 D/A
Ascend Access Ltd.
File 021-149892
$1,229,723 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 30, 2018 D/A
Ascend Access LLC
File 021-149890
$3,106,697 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 19, 2018 D
Blackstone Alternatives Solution IV L.P.
File 021-303692
$13,093,925 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 19, 2018 D
Blackstone Alternatives Solution IV Fund (Offshore), L.P.
File 021-303709
$679,375 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 19, 2018 D
Blackstone Alt Sol IV (Offshore), L.P.-SIF
File 021-303684
$750,000 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Nov 15, 2017 D
Abraaj Growth Markets Fund II (Offshore), L.P.
File 021-298813
$608,250 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Nov 15, 2017 D
Abraaj Growth Markets Fund II, L.P.
File 021-298824
$7,809,675 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Oct 13, 2017 D/A
Sculptor Access LLC
File 021-140953
$21,878,320 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Oct 2, 2017 D
North American Energy Access Fund (NGP XII), L.P.
File 021-295769
$548,075 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Sep 26, 2017 D
Apollo Opportunistic PE Access Fund, L.P.
File 021-295418
$1,080,625 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jul 25, 2017 D/A
Apollo European Finance Access Fund III (Offshore), L.P.
File 021-287729
$68,125$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jul 25, 2017 D/A
Apollo European Finance Access Fund III, L.P.
File 021-287730
$1,602,843$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
May 10, 2017 D
Landmark Private Equity Secondaries Fund XVI, L.P.
File 021-286457
$5,587,825 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
May 10, 2017 D
Landmark Private Equity Secondaries Fund XVI (Offshore), L.P.
File 021-286461
$163,750 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
May 2, 2017 D
SOF Global Real Estate Fund XI (Offshore), L.P.
File 021-285876
$479,500 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
May 2, 2017 D
SOF Global Real Estate Fund XI, L.P.
File 021-285873
$1,413,225 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 19, 2017 D
KKR Direct Lending III L.P.
File 021-285118
$10,547,775 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 11, 2017 D
SLP V Technology Fund L.P.
File 021-284470
$0$0$0 (est.)
The Administrator (or its affiliate) is entitled to receive a semi-annual administration fee in an amount equal to a specified percentage of investors' commitments or capital account balances.
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 11, 2017 D
SLP V Technology Fund (Offshore), L.P.
File 021-284471
$0$0$0
The Administrator (or its affiliate) is entitled to receive a semi-annual administration fee in an amount equal to a specified percentage of investors' commitments or capital account balances.
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Mar 9, 2017 D
Clareant European Strategic Credit (Offshore) Fund, L.P.
File 021-282135
$84,850$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Mar 9, 2017 D
Clareant European Strategic Credit Fund, L.P.
File 021-282139
$423,855$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Mar 2, 2017 D
Pretium SFR Real Estate II L.P.
File 021-281622
$546,600$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 21, 2017 D/A
Paloma Access LLC
File 021-196210
$7,251,714 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 13, 2017 D/A
Marathon Access LLC
File 021-158877
$1,372,029 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 13, 2017 D/A
Marathon Access Ltd.
File 021-158879
$1,260,725 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 9, 2017 D/A
Chilton Small Cap & Mid Cap Access Ltd.
File 021-68254
$2,966,520 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 9, 2017 D/A
Chilton Small Cap & Mid Cap Access LLC
File 021-69549
$7,003,382 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 9, 2017 D/A
Clough Access LLC
File 021-161713
$1,817,121 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 9, 2017 D/A
Clough Access Ltd.
File 021-162358
$724,245 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 9, 2017 D/A
ESG Cross Border Equity Participation Fund LLC
File 021-200122
$3,147,857 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 1, 2017 D/A
Sculptor Access Ltd.
File 021-140954
$6,342,637 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 1, 2017 D/A
ESG Cross Border Equity Participation Fund Ltd.
File 021-210163
$703,290 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 23, 2017 D/A
OZDPII HL Access LLC
File 021-255643
$383,338 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 5, 2017 D
Crescent VII Mezzanine Trust
File 021-277657
$0$0$0 (est.)
The Administrator (or its affiliate) is entitled to receive a semi-annual administration fee in an amount equal to a specified percentage of investors' commitments or capital account balances.
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jan 5, 2017 D
Crescent VII Mezzanine Fund (Offshore), L.P.
File 021-277659
$0$0$0 (est.)
The Administrator (or its affiliate) is entitled to receive a semi-annual administration fee in an amount equal to a specified percentage of investors' commitments or capital account balances.
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Dec 19, 2016 D
Blackstone Alternatives Solution 2016 Trust
File 021-276587
$10,331,125 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Dec 19, 2016 D
Blackstone Alternatives Solution 2016 Fund (Offshore) L.P.
File 021-276602
$1,979,625 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Dec 12, 2016 D
Blackstone Tac Opps Access L.P.
File 021-276047
$605,155$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Dec 12, 2016 D
Blackstone Tac Opps Access Fund (Offshore) L.P.
File 021-276048
$245,050$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Nov 7, 2016 D/A
Sculptor IRA Access Ltd.
File 021-158183
$2,347,486 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Nov 7, 2016 D/A
Carlson Double Black Diamond Participation Fund LLC
File 021-166126
$5,536,850 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Nov 7, 2016 D/A
Carlson Double Black Diamond Participation Fund Ltd.
File 021-166123
$1,812,251 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Oct 17, 2016 D/A
ML BlueTrend FuturesAccess LLC
File 021-134051
$2,715,581 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Sep 23, 2016 D
GSO Mezzanine Finance Trust II
File 021-271192
$5,775,650 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Sep 23, 2016 D
GSO Mezzanine Finance Fund II (Offshore) L.P.
File 021-271205
$474,350 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Sep 7, 2016 D
KKR Custom Equity Opportunities Trust
File 021-270169
$6,389,400 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Sep 7, 2016 D
KKR Custom Equity Opportunities Cayman Fund L.P.
File 021-270173
$1,164,375 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jul 11, 2016 D/A
Magnetar Energy Participation Fund LLC
File 021-209756
$2,859,362 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jul 7, 2016 D
GSO Credit Alpha Annex Trust
File 021-266511
$4,271,625$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jul 7, 2016 D
GSO Credit Alpha Annex Fund (Offshore) L.P.
File 021-266525
$915,925$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
May 31, 2016 D
Blackstone Strategic Partners Secondaries VII Trust
File 021-264110
$9,718,175$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
May 31, 2016 D
Blackstone Strategic Partners Secondaries VII Fund (Offshore), L.P.
File 021-264122
$1,349,325$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
May 3, 2016 D
LS Real Estate Recovery V Trust
File 021-262448
$0$0$0 (est.)
The Administrator (or its affiliate) is entitled to receive a semi-annual administration fee in an amount equal to a specified percentage of investors' commitments or capital account balances.
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 4, 2016 D/A
Brevan Howard Multi-Strategy Participation Fund Ltd.
File 021-169297
$2,279,867 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 4, 2016 D/A
Brevan Howard Multi-Strategy Participation Fund LLC
File 021-169296
$3,169,894 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 4, 2016 D
Rocket Global Innovation Trust
File 021-260601
$0$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 4, 2016 D
Rocket Global Innovation Fund (Offshore), L.P.
File 021-260609
$0$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 1, 2016 D/A
YORK ACCESS LTD
File 021-51490
$9,399,591 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 1, 2016 D/A
YORK TOTAL ACCESS LTD
File 021-104060
$6,023,166 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 1, 2016 D/A
Paulson Gold Participation Fund LLC
File 021-147673
$2,630,089 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 1, 2016 D/A
Sirios Access LLC
File 021-158186
$1,902,705 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Apr 1, 2016 D/A
Sirios Access Ltd.
File 021-166129
$937,284 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Mar 1, 2016 D/A
Paulson Recovery Participation Fund LLC
File 021-139654
$4,387,369 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Mar 1, 2016 D/A
Paulson Recovery Participation Fund Ltd.
File 021-139656
$2,338,377 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 19, 2016 D/A
PAULSON ACCESS LLC
File 021-50875
$8,043,043 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 19, 2016 D/A
PAULSON ACCESS LTD
File 021-52781
$6,733,122 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗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 96

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

YT
Pooled Investment Fund · group: Icapital

YORK TOTAL ACCESS LLC

New York, NY · Mar 1, 2016 → Mar 1, 2019 · 4 filings
  • Mar 1, 2019 · D/A · $338,995,255 sold of Indefinite · 794 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 1, 2018 · D/A · $338,995,255 sold of Indefinite · 794 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 1, 2017 · D/A · $337,885,255 sold of Indefinite · 789 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 1, 2016 · D/A · $334,676,255 sold of Indefinite · 780 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $339M from 794 investors as of the latest filing. Leslie is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

RA
Pooled Investment Fund · group: Icapital

Renaissance Access Ltd

New York, NY · Feb 19, 2016 → Feb 21, 2019 · 4 filings
  • Feb 21, 2019 · D/A · $494,909,029 sold of Indefinite · 951 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 21, 2018 · D/A · $480,226,029 sold of Indefinite · 933 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 21, 2017 · D/A · $465,874,029 sold of Indefinite · 902 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 19, 2016 · D/A · $455,885,029 sold of Indefinite · 890 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $495.8M from 953 investors as of the latest filing. Leslie is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BP
Pooled Investment Fund · group: Icapital

Beach Point Access Ltd.

New York, NY · Feb 9, 2016 → Feb 11, 2019 · 4 filings
  • Feb 11, 2019 · D/A · $168,512,655 sold of Indefinite · 292 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2018 · D/A · $168,412,656 sold of Indefinite · 291 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2017 · D/A · $166,176,656 sold of Indefinite · 285 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2016 · D/A · $155,427,087 sold of Indefinite · 271 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $175.9M from 302 investors as of the latest filing. Leslie is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BP
Pooled Investment Fund · group: Icapital

Beach Point Access LLC

New York, NY · Feb 9, 2016 → Feb 11, 2019 · 4 filings
  • Feb 11, 2019 · D/A · $273,588,664 sold of Indefinite · 687 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2018 · D/A · $271,938,664 sold of Indefinite · 682 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2017 · D/A · $260,174,664 sold of Indefinite · 649 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2016 · D/A · $241,277,422 sold of Indefinite · 615 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $288.4M from 728 investors as of the latest filing. Leslie is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AM
Pooled Investment Fund · group: Icapital

AG Mortgage Value Participation Fund Ltd.

New York, NY · Feb 9, 2016 → Feb 11, 2019 · 4 filings
  • Feb 11, 2019 · D/A · $78,341,865 sold of Indefinite · 254 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2018 · D/A · $53,563,865 sold of Indefinite · 206 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2017 · D/A · $43,812,865 sold of Indefinite · 172 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2016 · D/A · $41,909,865 sold of Indefinite · 164 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $262.2M from 621 investors as of the latest filing. Leslie is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AM
Pooled Investment Fund · group: Icapital

AG Mortgage Value Participation Fund LLC

New York, NY · Feb 9, 2016 → Feb 11, 2019 · 4 filings
  • Feb 11, 2019 · D/A · $291,436,205 sold of Indefinite · 731 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2018 · D/A · $178,180,705 sold of Indefinite · 440 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2017 · D/A · $147,169,705 sold of Indefinite · 374 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2016 · D/A · $137,960,705 sold of Indefinite · 335 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $748.6M from 1,891 investors as of the latest filing. Leslie is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

RA
Pooled Investment Fund · group: Icapital

RENAISSANCE ACCESS LLC

New York, NY · Jan 29, 2016 → Jan 30, 2019 · 4 filings
  • Jan 30, 2019 · D/A · $1,137,052,646 sold of Indefinite · 2,516 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 30, 2018 · D/A · $1,036,680,646 sold of Indefinite · 2,486 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 30, 2017 · D/A · $598,523,616 sold of Indefinite · 1,382 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 29, 2016 · D/A · $354,208,935 sold of Indefinite · 706 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $1.15B from 2,525 investors as of the latest filing. Leslie is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

LS
Pooled Investment Fund · group: Llcp Structured

LLCP Structured Equity Access Fund VI (Offshore), L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 4, 2019
  • Jan 4, 2019 · D · $13,225,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (of MLAI) EDGAR ↗

Raised $13.2M from 11 investors as of the latest filing. Leslie 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.

LS
Pooled Investment Fund · group: Llcp Structured

LLCP Structured Equity Access Fund VI, L.P.

Wilmington, DE · Jan 4, 2019
  • Jan 4, 2019 · D · $141,525,000 sold of Indefinite · 452 investors · min. No minimum reported · role: Executive Officer (of MLAI) EDGAR ↗

Raised $141.5M from 452 investors as of the latest filing. Leslie 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.

SA
Pooled Investment Fund · group: Icapital

SL Alpine Access Fund, L.P.

New York, NY · Dec 19, 2018
  • Dec 19, 2018 · D · $293,299,000 sold of Indefinite · 953 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $293.3M from 953 investors as of the latest filing. Leslie 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.

BA
Pooled Investment Fund · group: Icapital

Blackstone Alternatives Solution V Fund (Offshore), L.P.

New York, NY · Dec 4, 2018
  • Dec 4, 2018 · D · $39,250,000 sold of Indefinite · 52 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $39.3M from 52 investors as of the latest filing. Leslie 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.

BA
Pooled Investment Fund · group: Icapital

Blackstone Alternatives Solution V L.P.

New York, NY · Dec 4, 2018
  • Dec 4, 2018 · D · $542,395,000 sold of Indefinite · 1,397 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $542.4M from 1,397 investors as of the latest filing. Leslie 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.

AS
Pooled Investment Fund

Ares Senior Direct Lending Access Fund, L.P.

Wilmington, DE · Nov 20, 2018
  • Nov 20, 2018 · D · $266,739,000 sold of Indefinite · 774 investors · min. No minimum reported · role: Executive Officer (of MLAI) EDGAR ↗

Raised $266.7M from 774 investors as of the latest filing. Leslie 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.

CE
Pooled Investment Fund · group: Icapital

Carlyle European Opportunities Fund V, L.P.

Wilmington, DE · Nov 13, 2018
  • Nov 13, 2018 · D · $186,465,000 sold of Indefinite · 498 investors · min. No minimum reported · role: Executive Officer (of MLAI) EDGAR ↗

Raised $186.5M from 498 investors as of the latest filing. Leslie 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.

CE
Pooled Investment Fund · group: Icapital

Carlyle European Opportunities Fund V (Offshore), L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Nov 13, 2018
  • Nov 13, 2018 · D · $12,250,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (of MLAI) EDGAR ↗

Raised $12.3M from 27 investors as of the latest filing. Leslie 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.

MD
Pooled Investment Fund · group: Icapital

Monarch Debt Recovery Participation Fund Ltd.

New York, NY · Nov 10, 2016 → Nov 9, 2018 · 3 filings
  • Nov 9, 2018 · D/A · $22,028,953 sold of Indefinite · 50 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Nov 9, 2017 · D/A · $18,758,954 sold of Indefinite · 45 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Nov 10, 2016 · D/A · $13,945,954 sold of Indefinite · 39 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $22.2M from 51 investors as of the latest filing. Leslie is listed as executive officer, 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.

BH
Pooled Investment Fund · group: Icapital

Buyout & Healthcare Fund L.P.

New York, NY · Nov 6, 2018
  • Nov 6, 2018 · D · $295,245,000 sold of Indefinite · 852 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $295.2M from 852 investors as of the latest filing. Leslie 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.

MD
Pooled Investment Fund · group: Icapital

Monarch Debt Recovery Participation Fund LLC

New York, NY · Sep 15, 2016 → Sep 17, 2018 · 3 filings
  • Sep 17, 2018 · D/A · $96,402,465 sold of Indefinite · 268 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Sep 15, 2017 · D/A · $94,540,465 sold of Indefinite · 265 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Sep 15, 2016 · D/A · $89,635,465 sold of Indefinite · 248 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $97.5M from 271 investors as of the latest filing. Leslie is listed as executive officer, 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.

KG
Pooled Investment Fund · group: Icapital

KKR Global Infrastructure Offshore III LP

New York, NY · Jul 12, 2018
  • Jul 12, 2018 · D · $22,380,000 sold of Indefinite · 22 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $22.4M from 22 investors as of the latest filing. Leslie 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.

KG
Pooled Investment Fund · group: Icapital

KKR Global Infrastructure Onshore III LP

New York, NY · Jul 12, 2018
  • Jul 12, 2018 · D · $214,638,000 sold of Indefinite · 703 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $214.6M from 703 investors as of the latest filing. Leslie 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.

CB
Pooled Investment Fund · group: Carlyle Buyout

Carlyle Buyout VII Access Fund (Offshore), L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Jul 5, 2018
  • Jul 5, 2018 · D · $36,900,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (of MLAI) EDGAR ↗

Raised $36.9M from 43 investors as of the latest filing. Leslie 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.

CB
Pooled Investment Fund · group: Carlyle Buyout

Carlyle Buyout VII Access Fund, L.P.

Wilmington, DE · Jul 5, 2018
  • Jul 5, 2018 · D · $362,045,000 sold of Indefinite · 1,179 investors · min. No minimum reported · role: Executive Officer (Of MLAI) EDGAR ↗

Raised $362M from 1,179 investors as of the latest filing. Leslie 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.

BO
Pooled Investment Fund · group: Brookfield Opportunistic

Brookfield Opportunistic Real Estate III Access Fund (Offshore), L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Jun 5, 2018
  • Jun 5, 2018 · D · $24,100,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (of MLAI) EDGAR ↗

Raised $24.1M from 52 investors as of the latest filing. Leslie 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.

BO
Pooled Investment Fund · group: Brookfield Opportunistic

Brookfield Opportunistic RE III Access Fund, L.P.

Wilmington, DE · Jun 5, 2018
  • Jun 5, 2018 · D · $374,020,000 sold of Indefinite · 862 investors · min. No minimum reported · role: Executive Officer (of MLAI) EDGAR ↗

Raised $374M from 862 investors as of the latest filing. Leslie 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.

GR
Pooled Investment Fund · group: Icapital

GSO Rescue Finance Fund III (Offshore), L.P.

New York, NY · Mar 1, 2018
  • Mar 1, 2018 · D · $20,250,000 sold of Indefinite · 42 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $20.3M from 42 investors as of the latest filing. Leslie 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.

GR
Pooled Investment Fund · group: Icapital

GSO Rescue Finance Fund III, L.P.

New York, NY · Mar 1, 2018
  • Mar 1, 2018 · D · $207,540,000 sold of Indefinite · 564 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $207.5M from 564 investors as of the latest filing. Leslie 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.

YA
Pooled Investment Fund · group: Icapital

YORK ACCESS LLC

New York, NY · Mar 1, 2016 → Mar 1, 2018 · 3 filings
  • Mar 1, 2018 · D/A · $291,057,040 sold of Indefinite · 1,060 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 1, 2017 · D/A · $291,057,040 sold of Indefinite · 1,060 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 1, 2016 · D/A · $290,193,364 sold of Indefinite · 1,058 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $291.1M from 1,060 investors as of the latest filing. Leslie 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.

MO
Pooled Investment Fund · group: Icapital

MKP Opportunity Participation Fund LLC

New York, NY · Feb 12, 2016 → Feb 13, 2018 · 3 filings
  • Feb 13, 2018 · D/A · $43,444,075 sold of Indefinite · 170 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 13, 2017 · D/A · $42,004,075 sold of Indefinite · 165 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 12, 2016 · D/A · $37,817,075 sold of Indefinite · 154 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $43.4M from 170 investors as of the latest filing. Leslie 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.

MW
Pooled Investment Fund · group: Icapital

ML Winton FuturesAccess LLC

New York, NY · Jan 29, 2016 → Jan 31, 2018 · 3 filings
  • Jan 31, 2018 · D/A · $1,983,696,192 sold of Indefinite · 20,123 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 31, 2017 · D/A · $1,960,415,202 sold of Indefinite · 20,050 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 29, 2016 · D/A · $1,904,993,868 sold of Indefinite · 19,690 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $1.98B from 20,123 investors as of the latest filing. Leslie is listed as executive officer, 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.

AF
Pooled Investment Fund · group: Icapital

Aspect FuturesAccess LLC

New York, NY · Jan 29, 2016 → Jan 30, 2018 · 3 filings
  • Jan 30, 2018 · D/A · $510,598,042 sold of Indefinite · 7,642 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 30, 2017 · D/A · $509,455,042 sold of Indefinite · 7,621 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 29, 2016 · D/A · $499,539,276 sold of Indefinite · 7,492 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $510.6M from 7,642 investors as of the latest filing. Leslie is listed as executive officer, 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.

AA
Pooled Investment Fund · group: Icapital

Ascend Access LLC

New York, NY · Jan 29, 2016 → Jan 30, 2018 · 3 filings
  • Jan 30, 2018 · D/A · $124,267,883 sold of Indefinite · 296 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 30, 2017 · D/A · $123,592,883 sold of Indefinite · 293 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 29, 2016 · D/A · $121,316,883 sold of Indefinite · 284 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $124.3M from 296 investors as of the latest filing. Leslie 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.

AA
Pooled Investment Fund · group: Icapital

Ascend Access Ltd.

New York, NY · Jan 29, 2016 → Jan 30, 2018 · 3 filings
  • Jan 30, 2018 · D/A · $49,188,905 sold of Indefinite · 119 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 30, 2017 · D/A · $49,188,905 sold of Indefinite · 119 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 29, 2016 · D/A · $48,988,905 sold of Indefinite · 117 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $49.2M from 119 investors as of the latest filing. Leslie 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.

BA
Pooled Investment Fund · group: Icapital

Blackstone Alternatives Solution IV Fund (Offshore), L.P.

New York, NY · Jan 19, 2018
  • Jan 19, 2018 · D · $27,175,000 sold of Indefinite · 58 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $27.2M from 58 investors as of the latest filing. Leslie 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.

BA
Pooled Investment Fund · group: Icapital

Blackstone Alternatives Solution IV L.P.

New York, NY · Jan 19, 2018
  • Jan 19, 2018 · D · $523,757,000 sold of Indefinite · 1,436 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $523.8M from 1,436 investors as of the latest filing. Leslie 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.

BA
Pooled Investment Fund · group: Icapital

Blackstone Alt Sol IV (Offshore), L.P.-SIF

New York, NY · Jan 19, 2018
  • Jan 19, 2018 · D · $30,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $30M from 1 investor as of the latest filing. Leslie 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.

AG
Pooled Investment Fund · group: Icapital

Abraaj Growth Markets Fund II, L.P.

New York, NY · Nov 15, 2017
  • Nov 15, 2017 · D · $312,387,000 sold of Indefinite · 892 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $312.4M from 892 investors as of the latest filing. Leslie 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.

AG
Pooled Investment Fund · group: Icapital

Abraaj Growth Markets Fund II (Offshore), L.P.

New York, NY · Nov 15, 2017
  • Nov 15, 2017 · D · $24,330,000 sold of Indefinite · 26 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $24.3M from 26 investors as of the latest filing. Leslie 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.

SA
Pooled Investment Fund · group: Icapital

Sculptor Access LLC

New York, NY · Oct 13, 2016 → Oct 13, 2017 · 2 filings
  • Oct 13, 2017 · D/A · $875,132,770 sold of Indefinite · 1,512 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Oct 13, 2016 · D/A · $874,925,236 sold of Indefinite · 1,511 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $875.1M from 1,512 investors as of the latest filing. Leslie is listed as executive officer, 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.

NA
Pooled Investment Fund

North American Energy Access Fund (NGP XII), L.P.

Wilmington, DE · Oct 2, 2017
  • Oct 2, 2017 · D · $71,895,000 sold of Indefinite · 257 investors · min. No minimum reported · role: Executive Officer (of MLAI) EDGAR ↗

Raised $71.9M from 257 investors as of the latest filing. Leslie 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.

AO
Pooled Investment Fund

Apollo Opportunistic PE Access Fund, L.P.

Wilmington, DE · Sep 26, 2017
  • Sep 26, 2017 · D · $125,000,000 sold of Indefinite · 371 investors · min. No minimum reported · role: Executive Officer (of MLAI) EDGAR ↗

Raised $125M from 371 investors as of the latest filing. Leslie 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.

AE
Pooled Investment Fund · group: Icapital

Apollo European Finance Access Fund III, L.P.

Wilmington, DE · May 31, 2017 → Jul 25, 2017 · 2 filings
  • Jul 25, 2017 · D/A · $224,770,000 sold of Indefinite · 651 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • May 31, 2017 · D · $140,673,000 sold of Indefinite · 404 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $224.8M from 651 investors as of the latest filing. Leslie 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.

AE
Pooled Investment Fund · group: Icapital

Apollo European Finance Access Fund III (Offshore), L.P.

New York, NY · May 31, 2017 → Jul 25, 2017 · 2 filings
  • Jul 25, 2017 · D/A · $21,882,000 sold of Indefinite · 23 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • May 31, 2017 · D · $17,772,000 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $21.9M from 23 investors as of the latest filing. Leslie 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.

LP
Pooled Investment Fund · group: Icapital

Landmark Private Equity Secondaries Fund XVI (Offshore), L.P.

New York, NY · May 10, 2017
  • May 10, 2017 · D · $6,550,000 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $6.55M from 13 investors as of the latest filing. Leslie 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.

LP
Pooled Investment Fund · group: Icapital

Landmark Private Equity Secondaries Fund XVI, L.P.

New York, NY · May 10, 2017
  • May 10, 2017 · D · $223,513,000 sold of Indefinite · 461 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $223.5M from 461 investors as of the latest filing. Leslie 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.

SG
Pooled Investment Fund · group: Icapital

SOF Global Real Estate Fund XI (Offshore), L.P.

New York, NY · May 2, 2017
  • May 2, 2017 · D · $19,180,000 sold of Indefinite · 50 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $19.2M from 50 investors as of the latest filing. Leslie 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.

SG
Pooled Investment Fund · group: Icapital

SOF Global Real Estate Fund XI, L.P.

New York, NY · May 2, 2017
  • May 2, 2017 · D · $56,529,000 sold of Indefinite · 182 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $56.5M from 182 investors as of the latest filing. Leslie 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.

KD
Pooled Investment Fund · group: Icapital

KKR Direct Lending III L.P.

New York, NY · Apr 19, 2017
  • Apr 19, 2017 · D · $421,911,000 sold of Indefinite · 1,091 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $421.9M from 1,091 investors as of the latest filing. Leslie 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.

SV
Pooled Investment Fund · group: Icapital

SLP V Technology Fund L.P.

New York, NY · Apr 11, 2017
  • Apr 11, 2017 · D · $273,300,000 sold of Indefinite · 684 investors · min. No minimum reported · role: Director (Chief Legal Officer of the Administrator) EDGAR ↗

Raised $273.3M from 684 investors as of the latest filing. Leslie 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.

SV
Pooled Investment Fund · group: Icapital

SLP V Technology Fund (Offshore), L.P.

New York, NY · Apr 11, 2017
  • Apr 11, 2017 · D · $25,700,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Director (Chief Legal Officer of the Administrator) EDGAR ↗

Raised $25.7M from 8 investors as of the latest filing. Leslie 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.

CE
Pooled Investment Fund · group: Icapital

Clareant European Strategic Credit Fund, L.P.

Wilmington, DE · Mar 9, 2017
  • Mar 9, 2017 · D · $57,893,000 sold of Indefinite · 202 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $57.9M from 202 investors as of the latest filing. Leslie 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.

CE
Pooled Investment Fund · group: Icapital

Clareant European Strategic Credit (Offshore) Fund, L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 9, 2017
  • Mar 9, 2017 · D · $10,775,000 sold of Indefinite · 53 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $10.8M from 53 investors as of the latest filing. Leslie 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.

PS
Pooled Investment Fund

Pretium SFR Real Estate II L.P.

Wilmington, DE · Mar 2, 2017
  • Mar 2, 2017 · D · $53,992,000 sold of Indefinite · 235 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $54M from 235 investors as of the latest filing. Leslie 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.

PA
Pooled Investment Fund · group: Icapital

Paloma Access LLC

New York, NY · Feb 19, 2016 → Feb 21, 2017 · 2 filings
  • Feb 21, 2017 · D/A · $290,068,542 sold of Indefinite · 803 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 19, 2016 · D/A · $181,417,657 sold of Indefinite · 552 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $290.1M from 803 investors as of the latest filing. Leslie 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.

MA
Pooled Investment Fund · group: Icapital

Marathon Access Ltd.

New York, NY · Feb 12, 2016 → Feb 13, 2017 · 2 filings
  • Feb 13, 2017 · D/A · $50,429,015 sold of Indefinite · 47 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 12, 2016 · D/A · $50,429,015 sold of Indefinite · 47 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $50.4M from 47 investors as of the latest filing. Leslie 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.

MA
Pooled Investment Fund · group: Icapital

Marathon Access LLC

New York, NY · Feb 12, 2016 → Feb 13, 2017 · 2 filings
  • Feb 13, 2017 · D/A · $54,881,143 sold of Indefinite · 156 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 12, 2016 · D/A · $54,881,143 sold of Indefinite · 156 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $54.9M from 156 investors as of the latest filing. Leslie 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.

CA
Pooled Investment Fund · group: Icapital

Clough Access Ltd.

New York, NY · Feb 10, 2016 → Feb 9, 2017 · 2 filings
  • Feb 9, 2017 · D/A · $28,969,795 sold of Indefinite · 88 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 10, 2016 · D/A · $28,969,795 sold of Indefinite · 88 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $29M from 88 investors as of the latest filing. Leslie 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.

CS
Pooled Investment Fund · group: Icapital

Chilton Small Cap & Mid Cap Access Ltd.

New York, NY · Feb 9, 2016 → Feb 9, 2017 · 2 filings
  • Feb 9, 2017 · D/A · $118,660,795 sold of Indefinite · 448 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2016 · D/A · $118,660,795 sold of Indefinite · 448 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $118.7M from 448 investors as of the latest filing. Leslie 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.

EC
Pooled Investment Fund · group: Icapital

ESG Cross Border Equity Participation Fund LLC

New York, NY · Feb 10, 2016 → Feb 9, 2017 · 2 filings
  • Feb 9, 2017 · D/A · $125,914,297 sold of Indefinite · 297 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 10, 2016 · D/A · $121,483,399 sold of Indefinite · 285 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $125.9M from 297 investors as of the latest filing. Leslie 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.

CA
Pooled Investment Fund · group: Icapital

Clough Access LLC

New York, NY · Feb 10, 2016 → Feb 9, 2017 · 2 filings
  • Feb 9, 2017 · D/A · $72,684,823 sold of Indefinite · 281 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 10, 2016 · D/A · $71,484,823 sold of Indefinite · 280 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $72.7M from 281 investors as of the latest filing. Leslie 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.

CS
Pooled Investment Fund · group: Icapital

Chilton Small Cap & Mid Cap Access LLC

New York, NY · Feb 9, 2016 → Feb 9, 2017 · 2 filings
  • Feb 9, 2017 · D/A · $280,135,278 sold of Indefinite · 930 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 9, 2016 · D/A · $280,035,278 sold of Indefinite · 930 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $280.1M from 930 investors as of the latest filing. Leslie 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.

SA
Pooled Investment Fund · group: Icapital

Sculptor Access Ltd.

New York, NY · Feb 1, 2016 → Feb 1, 2017 · 2 filings
  • Feb 1, 2017 · D/A · $253,705,490 sold of Indefinite · 543 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Feb 1, 2016 · D/A · $240,776,290 sold of Indefinite · 528 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $253.7M from 543 investors as of the latest filing. Leslie is listed as executive officer, 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.

EC
Pooled Investment Fund · group: Icapital

ESG Cross Border Equity Participation Fund Ltd.

New York, NY · Feb 1, 2016 → Feb 1, 2017 · 2 filings
  • Feb 1, 2017 · D/A · $28,131,587 sold of Indefinite · 66 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 1, 2016 · D/A · $25,951,413 sold of Indefinite · 63 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $28.1M from 66 investors as of the latest filing. Leslie 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.

OH
Pooled Investment Fund · group: Icapital

OZDPII HL Access LLC

New York, NY · Jan 23, 2017
  • Jan 23, 2017 · D/A · $15,333,514 sold of Indefinite · 58 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $15.3M from 58 investors as of the latest filing. Leslie is listed as executive officer, 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.

CV
Pooled Investment Fund · group: Icapital

Crescent VII Mezzanine Fund (Offshore), L.P.

New York, NY · Jan 5, 2017
  • Jan 5, 2017 · D · $25,105,000 sold of Indefinite · 121 investors · min. No minimum reported · role: Director (Chief Legal Officer of the Administrator) EDGAR ↗

Raised $25.1M from 121 investors as of the latest filing. Leslie 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.

CV
Pooled Investment Fund · group: Icapital

Crescent VII Mezzanine Trust

New York, NY · Jan 5, 2017
  • Jan 5, 2017 · D · $97,325,000 sold of Indefinite · 266 investors · min. No minimum reported · role: Director (Chief Legal Officer of the Administrator) EDGAR ↗

Raised $97.3M from 266 investors as of the latest filing. Leslie 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.

BA
Pooled Investment Fund · group: Icapital

Blackstone Alternatives Solution 2016 Fund (Offshore) L.P.

New York, NY · Dec 19, 2016
  • Dec 19, 2016 · D · $79,185,000 sold of Indefinite · 242 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $79.2M from 242 investors as of the latest filing. Leslie 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.

BA
Pooled Investment Fund · group: Icapital

Blackstone Alternatives Solution 2016 Trust

New York, NY · Dec 19, 2016
  • Dec 19, 2016 · D · $413,245,000 sold of Indefinite · 841 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $413.2M from 841 investors as of the latest filing. Leslie 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.

BT
Pooled Investment Fund · group: Blackstone Tac Opps

Blackstone Tac Opps Access Fund (Offshore) L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 12, 2016
  • Dec 12, 2016 · D · $26,650,000 sold of Indefinite · 123 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $26.6M from 123 investors as of the latest filing. Leslie 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.

BT
Pooled Investment Fund · group: Blackstone Tac Opps

Blackstone Tac Opps Access L.P.

Wilmington, DE · Dec 12, 2016
  • Dec 12, 2016 · D · $94,133,000 sold of Indefinite · 320 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $94.1M from 320 investors as of the latest filing. Leslie 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.

SI
Pooled Investment Fund · group: Icapital

Sculptor IRA Access Ltd.

New York, NY · Nov 7, 2016
  • Nov 7, 2016 · D/A · $93,899,453 sold of Indefinite · 564 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $93.9M from 564 investors as of the latest filing. Leslie is listed as executive officer, 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.

CD
Pooled Investment Fund · group: Icapital

Carlson Double Black Diamond Participation Fund LLC

New York, NY · Nov 7, 2016
  • Nov 7, 2016 · D/A · $221,474,000 sold of Indefinite · 560 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $237.6M from 586 investors as of the latest filing. Leslie is listed as executive officer, 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.

CD
Pooled Investment Fund · group: Icapital

Carlson Double Black Diamond Participation Fund Ltd.

New York, NY · Nov 7, 2016
  • Nov 7, 2016 · D/A · $72,490,048 sold of Indefinite · 180 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $78.4M from 187 investors as of the latest filing. Leslie is listed as executive officer, 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.

MB
Pooled Investment Fund · group: Icapital

ML BlueTrend FuturesAccess LLC

New York, NY · Oct 17, 2016
  • Oct 17, 2016 · D/A · $108,623,230 sold of Indefinite · 1,406 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $108.6M from 1,406 investors as of the latest filing. Leslie is listed as executive officer, 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.

GM
Pooled Investment Fund · group: Icapital

GSO Mezzanine Finance Fund II (Offshore) L.P.

New York, NY · Sep 23, 2016
  • Sep 23, 2016 · D · $18,974,000 sold of Indefinite · 105 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $19M from 105 investors as of the latest filing. Leslie 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.

GM
Pooled Investment Fund · group: Icapital

GSO Mezzanine Finance Trust II

New York, NY · Sep 23, 2016
  • Sep 23, 2016 · D · $231,026,000 sold of Indefinite · 327 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $231M from 327 investors as of the latest filing. Leslie 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.

KC
Pooled Investment Fund · group: Icapital

KKR Custom Equity Opportunities Cayman Fund L.P.

New York, NY · Sep 7, 2016
  • Sep 7, 2016 · D · $46,575,000 sold of Indefinite · 163 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $46.6M from 163 investors as of the latest filing. Leslie 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.

KC
Pooled Investment Fund · group: Icapital

KKR Custom Equity Opportunities Trust

New York, NY · Sep 7, 2016
  • Sep 7, 2016 · D · $255,576,000 sold of Indefinite · 709 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $255.6M from 709 investors as of the latest filing. Leslie 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.

ME
Pooled Investment Fund · group: Icapital

Magnetar Energy Participation Fund LLC

New York, NY · Jul 11, 2016
  • Jul 11, 2016 · D/A · $114,374,475 sold of Indefinite · 320 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $115.8M from 328 investors as of the latest filing. Leslie is listed as executive officer, 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.

GC
Pooled Investment Fund · group: Icapital

GSO Credit Alpha Annex Fund (Offshore) L.P.

New York, NY · Jul 7, 2016
  • Jul 7, 2016 · D · $36,637,000 sold of Indefinite · 137 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $36.6M from 137 investors as of the latest filing. Leslie 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.

GC
Pooled Investment Fund · group: Icapital

GSO Credit Alpha Annex Trust

New York, NY · Jul 7, 2016
  • Jul 7, 2016 · D · $170,865,000 sold of Indefinite · 473 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $170.9M from 473 investors as of the latest filing. Leslie 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.

BS
Pooled Investment Fund · group: Icapital

Blackstone Strategic Partners Secondaries VII Fund (Offshore), L.P.

New York, NY · May 31, 2016
  • May 31, 2016 · D · $53,973,000 sold of Indefinite · 211 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $54M from 211 investors as of the latest filing. Leslie 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.

BS
Pooled Investment Fund · group: Icapital

Blackstone Strategic Partners Secondaries VII Trust

New York, NY · May 31, 2016
  • May 31, 2016 · D · $388,727,000 sold of Indefinite · 873 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $388.7M from 873 investors as of the latest filing. Leslie 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.

LR
Pooled Investment Fund · group: Icapital

LS Real Estate Recovery V Trust

New York, NY · May 3, 2016
  • May 3, 2016 · D · $191,135,382 sold of Indefinite · 591 investors · min. No minimum reported · role: Director (Manager of the Administrator) EDGAR ↗

Raised $191.1M from 591 investors as of the latest filing. Leslie 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.

RG
Pooled Investment Fund · group: Icapital

Rocket Global Innovation Fund (Offshore), L.P.

New York, NY · Apr 4, 2016
  • Apr 4, 2016 · D · $39,860,000 sold of Indefinite · 218 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $39.9M from 218 investors as of the latest filing. Leslie 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.

RG
Pooled Investment Fund · group: Icapital

Rocket Global Innovation Trust

New York, NY · Apr 4, 2016
  • Apr 4, 2016 · D · $199,971,000 sold of Indefinite · 685 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $200M from 685 investors as of the latest filing. Leslie 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.

BH
Pooled Investment Fund · group: Icapital

Brevan Howard Multi-Strategy Participation Fund Ltd.

New York, NY · Apr 4, 2016
  • Apr 4, 2016 · D/A · $91,194,683 sold of Indefinite · 176 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $92.5M from 179 investors as of the latest filing. Leslie 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.

BH
Pooled Investment Fund · group: Icapital

Brevan Howard Multi-Strategy Participation Fund LLC

New York, NY · Apr 4, 2016
  • Apr 4, 2016 · D/A · $126,795,755 sold of Indefinite · 342 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $149.8M from 389 investors as of the latest filing. Leslie 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.

YT
Pooled Investment Fund · group: Icapital

YORK TOTAL ACCESS LTD

New York, NY · Apr 1, 2016
  • Apr 1, 2016 · D/A · $240,926,627 sold of Indefinite · 668 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $242.6M from 678 investors as of the latest filing. Leslie 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.

YA
Pooled Investment Fund · group: Icapital

YORK ACCESS LTD

New York, NY · Apr 1, 2016
  • Apr 1, 2016 · D/A · $375,983,632 sold of Indefinite · 1,095 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $377.9M from 1,097 investors as of the latest filing. Leslie 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.

SA
Pooled Investment Fund · group: Icapital

Sirios Access Ltd.

New York, NY · Apr 1, 2016
  • Apr 1, 2016 · D/A · $37,491,368 sold of Indefinite · 65 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $37.5M from 65 investors as of the latest filing. Leslie 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.

SA
Pooled Investment Fund · group: Icapital

Sirios Access LLC

New York, NY · Apr 1, 2016
  • Apr 1, 2016 · D/A · $76,108,209 sold of Indefinite · 213 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $82.7M from 225 investors as of the latest filing. Leslie 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.

PG
Pooled Investment Fund · group: Icapital

Paulson Gold Participation Fund LLC

New York, NY · Apr 1, 2016
  • Apr 1, 2016 · D/A · $105,303,552 sold of Indefinite · 304 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $105.3M from 304 investors as of the latest filing. Leslie is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PR
Pooled Investment Fund · group: Icapital

Paulson Recovery Participation Fund Ltd.

New York, NY · Mar 1, 2016
  • Mar 1, 2016 · D/A · $93,535,085 sold of Indefinite · 317 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $93.5M from 317 investors as of the latest filing. Leslie is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PR
Pooled Investment Fund · group: Icapital

Paulson Recovery Participation Fund LLC

New York, NY · Mar 1, 2016
  • Mar 1, 2016 · D/A · $175,494,778 sold of Indefinite · 565 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $175.5M from 565 investors as of the latest filing. Leslie 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.

PA
Pooled Investment Fund · group: Icapital

PAULSON ACCESS LTD

New York, NY · Feb 19, 2016
  • Feb 19, 2016 · D/A · $269,324,886 sold of Indefinite · 1,096 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $269.3M from 1,096 investors as of the latest filing. Leslie 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.

PA
Pooled Investment Fund · group: Icapital

PAULSON ACCESS LLC

New York, NY · Feb 19, 2016
  • Feb 19, 2016 · D/A · $321,721,717 sold of Indefinite · 983 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $321.7M from 983 investors as of the latest filing. Leslie 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 Leslie 30

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

ML
Management entity

"Merrill Lynch Alternative Investments (LLC) (""MLAI"")"

Executive Officer, Promoter · 130 shared filings (80 issuers) · also on 92 other issuers

"Merrill Lynch Alternative Investments (LLC) (""MLAI"")" is on 172 issuers in total — a repeat sponsor. Their page lists every one.

AF
Management entity

Asterion Fund Services, L.L.C.

Executive Officer, Promoter, Director · 64 shared filings (40 issuers) · also on 128 other issuers

Asterion Fund Services, L.L.C. is on 168 issuers in total — a repeat sponsor. Their page lists every one.

AF
Management entity

Asterion Fund Services (Offshore) Ltd.

Executive Officer, Promoter, Director · 48 shared filings (32 issuers) · also on 44 other issuers

Asterion Fund Services (Offshore) Ltd. is on 76 issuers in total — a repeat sponsor. Their page lists every one.

MD
Management entity

MaplesFS Directors Limited

Director · 11 shared filings (10 issuers) · also on 29 other issuers

MaplesFS Directors Limited is on 39 issuers in total — a repeat sponsor. Their page lists every one.

MF
Management entity

Maples Fiduciary Services (Delaware), Inc.

Director · 8 shared filings (7 issuers) · also on 109 other issuers

Maples Fiduciary Services (Delaware), Inc. is on 116 issuers in total — a repeat sponsor. Their page lists every one.

ML
Management entity

Merrill Lynch Alternative Investments LLC

Promoter · 5 shared filings (5 issuers) · also on 54 other issuers

Merrill Lynch Alternative Investments LLC is on 59 issuers in total — a repeat sponsor. Their page lists every one.

MF
Management entity

Maples FS Directors Limited

Director · 1 shared filing (1 issuer)

Listed on the same filings as Leslie Ross. Their page shows their other deals.

AF
Management entity

Asterion Fund Services LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Leslie Ross. Their page shows their other deals.

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

Nancy Fahmy

Executive Officer, Director · 146 shared filings (96 issuers) · also on 47 other issuers

Nancy Fahmy is on 143 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeff McGoey

Executive Officer, Director · 145 shared filings (95 issuers) · also on 46 other issuers

Jeff McGoey is on 141 issuers in total — a repeat sponsor. Their page lists every one.

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

Barbra E. Kocsis

Executive Officer, Director · 130 shared filings (80 issuers) · also on 139 other issuers

Barbra E. Kocsis is on 219 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Woldow

Executive Officer, Director · 107 shared filings (59 issuers) · also on 1 other issuer

Brian Woldow is on 60 issuers in total — a repeat sponsor. Their page lists every one.

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

Ninon B. Marapachi

Executive Officer, Director · 94 shared filings (46 issuers) · also on 26 other issuers

Ninon B. Marapachi is on 72 issuers in total — a repeat sponsor. Their page lists every one.

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

John V. Leale

Executive Officer, Director · 58 shared filings (53 issuers) · also on 14 other issuers

John V. Leale is on 67 issuers in total — a repeat sponsor. Their page lists every one.

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

Scott Huff

Executive Officer · 56 shared filings (33 issuers) · also on 336 other issuers

Scott Huff is on 369 issuers in total — a repeat sponsor. Their page lists every one.

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

Edward L. Truitt, Jr.

Executive Officer · 56 shared filings (33 issuers) · also on 123 other issuers

Edward L. Truitt, Jr. is on 156 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

Devesh Saksena

Executive Officer, Director · 48 shared filings (46 issuers) · also on 9 other issuers

Devesh Saksena is on 55 issuers in total — a repeat sponsor. Their page lists every one.

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

Charles Thomas

Director, Executive Officer · 43 shared filings (28 issuers) · also on 114 other issuers

Charles Thomas is on 142 issuers in total — a repeat sponsor. Their page lists every one.

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

Kenneth Martin

Executive Officer, Director · 21 shared filings (21 issuers) · also on 4 other issuers

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

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

Gregory Parets

Executive Officer · 20 shared filings (18 issuers) · also on 19 other issuers

Gregory Parets is on 37 issuers in total — a repeat sponsor. Their page lists every one.

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

Greg Parets

Director, Executive Officer · 19 shared filings (19 issuers) · also on 36 other issuers

Greg Parets is on 55 issuers in total — a repeat sponsor. Their page lists every one.

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

Kenneth P. Martin

Executive Officer · 18 shared filings (16 issuers)

Kenneth P. Martin is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Barbara E. Kocsis

Executive Officer · 14 shared filings (14 issuers) · also on 8 other issuers

Barbara E. Kocsis is on 22 issuers in total — a repeat sponsor. Their page lists every one.

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

Christopher W. Thome

Executive Officer · 6 shared filings (6 issuers) · also on 58 other issuers

Christopher W. Thome is on 64 issuers in total — a repeat sponsor. Their page lists every one.

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

Dominick Carlino

Executive Officer · 3 shared filings (3 issuers) · also on 54 other issuers

Dominick Carlino is on 57 issuers in total — a repeat sponsor. Their page lists every one.

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

Steve A. Thomas

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Leslie Ross. Their page shows their other deals.

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

Priscilla L. Baldari

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Leslie Ross. Their page shows their other deals.

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

Brian M. Maune

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Leslie Ross. Their page shows their other deals.

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

Barbara E. Koscis

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Leslie Ross. Their page shows their other deals.

The team behind the deals

I
Sponsor group

Icapital

262 issuers · 953 filings · $44.94B reported sold · 2009–2026

One team, 262 deal companies. Leslie Ross is listed on 84 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 Leslie Ross.

BT
Sponsor group

Blackstone Tac Opps

2 issuers · 2 filings · $120.8M reported sold · 2016–2016

One team, 2 deal companies. Leslie Ross is listed on 2 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 Leslie Ross.

LS
Sponsor group

Llcp Structured

2 issuers · 2 filings · $154.8M reported sold · 2019–2019

One team, 2 deal companies. Leslie Ross is listed on 2 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 Leslie Ross.

CB
Sponsor group

Carlyle Buyout

2 issuers · 2 filings · $398.9M reported sold · 2018–2018

One team, 2 deal companies. Leslie Ross is listed on 2 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 Leslie Ross.

BO
Sponsor group

Brookfield Opportunistic

2 issuers · 2 filings · $398.1M reported sold · 2018–2018

One team, 2 deal companies. Leslie Ross is listed on 2 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 Leslie Ross.

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

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 15 of the 96 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Beach Point Access Ltd., Beach Point Access LLC, Sculptor Access Ltd., Sculptor Access LLC, ML Winton FuturesAccess LLC, Aspect FuturesAccess LLC, SLP V Technology Fund L.P., SLP V Technology Fund (Offshore), L.P., Marathon Access Ltd., Marathon Access LLC, Clough Access LLC, Crescent VII Mezzanine Fund (Offshore), L.P., Crescent VII Mezzanine Trust, ML BlueTrend FuturesAccess LLC, LS Real Estate Recovery V Trust.

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 Leslie Ross 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 96 issuers this person is listed on — nothing matched.

Public profiles and social

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

Look further

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

Found on the sponsor's own site

icapital.com ↗ found on YORK TOTAL ACCESS LLC (icapital.com — same registered sponsor family (group "Icapital"); known from issuer CIK 1995981 (search:bing))

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗Delaware CourtConnect ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗Delaware Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Leslie Ross appears on a new Form D, or when a court case or SEC action is matched to them. See plans →