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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:15 AM ET

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Lisa Lazarus Black Matson

Named as an officer, director or promoter on SEC Form D filings · PA · Jan 14, 2021 → Aug 20, 2025

15deals (issuers)
$1.98Breported sold
478investors
20Form D filings
2021–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Lisa Lazarus Black Matson is listed as an executive officer on 20 SEC Form D filings by 15 issuers between Dec 2019 and Sep 2026. Largest by amount reported sold: Penn Capital Defensive High Yield Fund, L.P. (Philadelphia, PA — pooled investment fund — 2019; $535.6M reported sold to 109 investors), TIFF Lower Middle Market Private Equity 2024, L.P. (Radnor, PA — pooled investment fund — 2023–2025; $216.9M reported sold to 21 investors), TIFF Direct Private Equity V, L.P. (Radnor, PA — pooled investment fund — 2026; $180.7M reported sold to 24 investors), PENN CORE HIGH YIELD BOND FUND LP (Philadelphia, PA — pooled investment fund — 2019; $168.5M reported sold to 203 investors), TIFF Investment Vehicle I, L.P. (Radnor, PA — pooled investment fund — 2024–2025; $147M reported sold to 8 investors) and 10 more (all listed below).

What this means That is a lot of deals — 15 separate companies raised money with this person listed as executive officer, over about 7 years. Across those companies the filings report $1.98B sold in total.

Listed alongside Katherine M. Billings (16 shared filings), TIFF Endowment Asset Management, LLC (15 shared filings, management entity), Christian A. Szautner (14 shared filings), Clarence K. Brenan (14 shared filings), Zane Tayyeb Hamid (10 shared filings) and 20 others.

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

The issuers belong to 2 sponsor groups: Tiff (37 issuers, $12.29B reported sold, 2009–2026) and Penn (16 issuers, $1.29B reported sold, 2009–2021).

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) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 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 20 public filings for Lisa Lazarus Black Matson and found 10 differences, 4 worth asking the sponsor about: 6 paid sellers are listed without a CRD number; Lisa Lazarus Black Matson is no longer listed on the Apr 26, 2021 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 Lisa Lazarus Black Matson has not run yet — it is joining a line of 50,175 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, 2:17 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 Lisa Lazarus Black Matson..

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

2 cases: 2 closed (disposition not in docket feed)

Lisa Matson closed
United States Bankruptcy Court, D. Maryland · No. 02-63245 · Filed Aug 23, 2002 · Closed Nov 26, 2002
Role of Lisa Matson: Debtor · Outcome: Case closed 2002-11-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 10 federal dockets); court in MD (not a filing state)
Kenneth W. Matson and Lisa M. Matson closed
United States Bankruptcy Court, E.D. Wisconsin · No. 90-26665 · Filed Dec 12, 1990 · Closed Apr 24, 1991
Role of Lisa M. Matson: Debtor · Outcome: Case closed 1991-04-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 10 federal dockets); court in WI (not a filing state); middle initial differs
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, 2:17 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

10 differences found between the filings for Lisa Lazarus Black Matson — 4 worth asking about (compared 20 filings on Oct 24, 2026)

Worth asking · Mar 12, 2010 – Apr 26, 2021

6 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Carol Lefcourt — Penn Capital Defensive High Yield Fund, L.P. · Paid seller listed without a CRD number: Christenson Investment Partners — Penn Capital Defensive High Yield Fund, L.P. · Paid seller listed without a CRD number: Christianson Investment Partners — PENN CORE HIGH YIELD BOND FUND LP · Paid seller listed without a CRD number: Carol Lefcourt — PENN CORE HIGH YIELD BOND FUND LP · Paid seller listed without a CRD number: Carlyle Wealth Management — PENN CORE HIGH YIELD BOND FUND LP · and 1 more

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

Form D/A · Apr 26, 2021 ↗BrokerCheck search: Carol Lefcourt ↗Penn Capital Defensive High Yield Fund, L.P. — PartnerFacts page ↗BrokerCheck search: Christenson Investment Partners ↗
Sources
Note · Dec 31, 2025 – Feb 24, 2026

Form D filed 55 days after the first sale — TIFF Lower Middle Market Private Equity 2026, L.P.

The filing says the first sale was Dec 31, 2025. The Form D was filed Feb 24, 2026 — 55 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 40 days past that.

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

Form D · Feb 24, 2026 ↗TIFF Lower Middle Market Private Equity 2026, L.P. — PartnerFacts page ↗
Sources
Note · Jan 9, 2026 – Feb 24, 2026

Form D filed 46 days after the first sale — TIFF Direct Private Equity V, L.P.

The filing says the first sale was Jan 9, 2026. The Form D was filed Feb 24, 2026 — 46 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 31 days past that.

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

Form D · Feb 24, 2026 ↗TIFF Direct Private Equity V, L.P. — PartnerFacts page ↗
Sources
Note · Dec 31, 2025 – Feb 10, 2026

Form D filed 41 days after the first sale — TIFF Early Stage Venture 2026, L.P.

The filing says the first sale was Dec 31, 2025. The Form D was filed Feb 10, 2026 — 41 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 26 days past that.

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

Form D · Feb 10, 2026 ↗TIFF Early Stage Venture 2026, L.P. — PartnerFacts page ↗
Sources
Note · Jan 31, 2003 – Oct 22, 2025

5 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 — TIFF Investment Vehicle I, L.P. (latest filing Oct 22, 2025) · No amendment in the last 12 months on an offering that may still be open — TIFF Early Stage Venture 2024, L.P. (latest filing Aug 20, 2025) · No amendment in the last 12 months on an offering that may still be open — TIFF Lower Middle Market Private Equity 2024, L.P. (latest filing Aug 20, 2025) · No amendment in the last 12 months on an offering that may still be open — TIFF Direct Private Equity IV, L.P. (latest filing Jan 3, 2024) · No amendment in the last 12 months on an offering that may still be open — PENN CORE HIGH YIELD BOND FUND LP (latest filing Dec 9, 2019)

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

Form D/A · Oct 22, 2025 ↗TIFF Investment Vehicle I, L.P. — PartnerFacts page ↗Form D/A · Aug 20, 2025 ↗TIFF Early Stage Venture 2024, L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 9, 2019 – Apr 26, 2021

Lisa Lazarus Black Matson is no longer listed on the Apr 26, 2021 amendment — Penn Institutional Loan Common Master Fund, LP

Lisa Lazarus Black Matson appears on the Dec 9, 2019 Form D/A (executive officer) but not on the Apr 26, 2021 Form D/A for the same offering.

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

Form D/A · Dec 9, 2019 ↗Form D/A · Apr 26, 2021 ↗Lisa Lazarus Black Matson — PartnerFacts page ↗Penn Institutional Loan Common Master Fund, LP — PartnerFacts page ↗
Sources
Worth asking · Dec 9, 2019 – Apr 26, 2021

Lisa Lazarus Black Matson is no longer listed on the Apr 26, 2021 amendment — Penn Capital Defensive High Yield Fund, L.P.

Lisa Lazarus Black Matson appears on the Dec 9, 2019 Form D/A (executive officer) but not on the Apr 26, 2021 Form D/A for the same offering.

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

Form D/A · Dec 9, 2019 ↗Form D/A · Apr 26, 2021 ↗Lisa Lazarus Black Matson — PartnerFacts page ↗Penn Capital Defensive High Yield Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 9, 2019 – Apr 26, 2021

Lisa Lazarus Black Matson is no longer listed on the Apr 26, 2021 amendment — PENN SHORT DURATION HIGH YIELD FUND, L.P.

Lisa Lazarus Black Matson appears on the Dec 9, 2019 Form D/A (executive officer) but not on the Apr 26, 2021 Form D/A for the same offering.

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

Form D/A · Dec 9, 2019 ↗Form D/A · Apr 26, 2021 ↗Lisa Lazarus Black Matson — PartnerFacts page ↗PENN SHORT DURATION HIGH YIELD FUND, L.P. — PartnerFacts page ↗
Sources
Note · Dec 4, 2019 – Jan 14, 2021

Offering amount changed between filings — TIFF Special Opportunities Fund III, L.P.

The Dec 4, 2019 filing says an indefinite amount offered; the Jan 14, 2021 Form D/A says $57,876,500.

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

Form D (earlier) · Dec 4, 2019 ↗Form D/A (later) · Jan 14, 2021 ↗TIFF Special Opportunities Fund III, L.P. — PartnerFacts page ↗
Sources
Note · Dec 9, 2019 – Sep 16, 2021

Lisa Lazarus Black Matson is written 3 different ways on the filings

listed as "Lisa Matson" on 10 filings (from Dec 9, 2019), and "Lisa L.B. Matson" on the Jan 14, 2021 filing, and "Lisa Lazarus Black Matson" on 9 filings (from Sep 16, 2021).

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 · Dec 9, 2019 ↗Form D/A · Jan 14, 2021 ↗Form D · Sep 16, 2021 ↗Lisa Lazarus Black Matson — PartnerFacts page ↗
Sources
What is compared

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

5. Money to insiders

3 of 15 offerings report sales commissions totalling $2,853,147; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 15, 2026 D
TIFF Secondaries 2026, L.P.
File 021-597483
$0$0$0None listed on this filingEDGAR ↗
Feb 24, 2026 D
TIFF Direct Private Equity V, L.P.
File 021-574503
$0$0$0None listed on this filingEDGAR ↗
Feb 24, 2026 D
TIFF Lower Middle Market Private Equity 2026, L.P.
File 021-574506
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2026 D
TIFF Early Stage Venture 2026, L.P.
File 021-573062
$0$0$0None listed on this filingEDGAR ↗
Oct 22, 2025 D/A
TIFF Investment Vehicle I, L.P.
File 021-509994
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2025 D/A
TIFF Lower Middle Market Private Equity 2024, L.P.
File 021-499587
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2025 D/A
TIFF Early Stage Venture 2024, L.P.
File 021-499585
$0$0$0None listed on this filingEDGAR ↗
Jan 3, 2024 D/A
TIFF Direct Private Equity IV, L.P.
File 021-457440
$0$0$0None listed on this filingEDGAR ↗
Aug 30, 2022 D
TIFF Private Equity Fund 2023, L.P.
File 021-457442
$0$0$0None listed on this filingEDGAR ↗
Sep 16, 2021 D
TIFF Private Equity Partners 2022, L.P.
File 021-413572
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2021 D/A
TIFF Special Opportunities Fund III, L.P.
File 021-354678
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2019 D/A
PENN SHORT DURATION HIGH YIELD FUND, L.P.
File 021-158196
$100,485 (est.)$0$0Christenson Investment Partners no CRD number reported
Christenson Investment Partners no CRD number reported
VSR Financial Services Incorporated BrokerCheck CRD 14503 ↗
Joseph Grace Holdings Inc. BrokerCheck CRD 103580 ↗		EDGAR ↗
Dec 9, 2019 D/A
PENN CORE HIGH YIELD BOND FUND LP
File 021-52250
$853,529 (est.)$0$0SMH Capital Inc. BrokerCheck CRD 20580 ↗
Christianson Investment Partners no CRD number reported
Carol Lefcourt no CRD number reported
Brinker Capital BrokerCheck CRD 38123 ↗
Carlyle Wealth Management no CRD number reported
VSRFinancial Services Incorporated BrokerCheck CRD 14503 ↗
Joseph Grace Holdings, Inc. BrokerCheck CRD 103580 ↗
Strategic Financial Alliance Inc. BrokerCheck CRD 126514 ↗		EDGAR ↗
Dec 9, 2019 D/A
Penn Capital Defensive High Yield Fund, L.P.
File 021-69509
$1,899,133 (est.)$0$0SMH Capital Inc. BrokerCheck CRD 20580 ↗
Christenson Investment Partners no CRD number reported
Carol Lefcourt no CRD number reported
Brinker Capital BrokerCheck CRD 38123 ↗
VSR Financial Services Incorporated BrokerCheck CRD 14503 ↗
Joseph Grace Holdings, Inc. BrokerCheck CRD 130580 ↗
Strategic Financial Alliance Inc. BrokerCheck CRD 126514 ↗		EDGAR ↗
Dec 9, 2019 D/A
Penn Institutional Loan Common Master Fund, LP
File 021-194923
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 15

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

TS
Pooled Investment Fund · group: Tiff

TIFF Secondaries 2026, L.P.

Radnor, PA · Sep 15, 2026
  • Sep 15, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

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

TL
Pooled Investment Fund · group: Tiff

TIFF Lower Middle Market Private Equity 2026, L.P.

Radnor, PA · Feb 24, 2026
  • Feb 24, 2026 · D · $119,550,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $119.5M from 7 investors as of the latest filing. Lisa 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.

TD
Pooled Investment Fund · group: Tiff

TIFF Direct Private Equity V, L.P.

Radnor, PA · Feb 24, 2026
  • Feb 24, 2026 · D · $180,740,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $180.7M from 24 investors as of the latest filing. Lisa 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.

TE
Pooled Investment Fund · group: Tiff

TIFF Early Stage Venture 2026, L.P.

Radnor, PA · Feb 10, 2026
  • Feb 10, 2026 · D · $109,080,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $109.1M from 6 investors as of the latest filing. Lisa 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.

TI
Pooled Investment Fund · group: Tiff

TIFF Investment Vehicle I, L.P.

Radnor, PA · Apr 9, 2024 → Oct 22, 2025 · 2 filings
  • Oct 22, 2025 · D/A · $147,000,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Executive Officer (Vice President of the General Partner of the Issuer) EDGAR ↗
  • Apr 9, 2024 · D · $99,000,000 sold of Indefinite · 5 investors · min. $1,000,000 · role: Executive Officer (Vice President of the General Partner of the Issuer) EDGAR ↗

Raised $147M from 8 investors as of the latest filing. Lisa 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.

TE
Pooled Investment Fund · group: Tiff

TIFF Early Stage Venture 2024, L.P.

Radnor, PA · Dec 13, 2023 → Aug 20, 2025 · 2 filings
  • Aug 20, 2025 · D/A · $135,510,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Dec 13, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $135.5M from 22 investors as of the latest filing. Lisa 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.

TL
Pooled Investment Fund · group: Tiff

TIFF Lower Middle Market Private Equity 2024, L.P.

Radnor, PA · Dec 13, 2023 → Aug 20, 2025 · 2 filings
  • Aug 20, 2025 · D/A · $216,860,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Dec 13, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $216.9M from 21 investors as of the latest filing. Lisa 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.

TD
Pooled Investment Fund · group: Tiff

TIFF Direct Private Equity IV, L.P.

Radnor, PA · Aug 30, 2022 → Jan 3, 2024 · 3 filings
  • Jan 3, 2024 · D/A · $126,128,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Aug 22, 2023 · D/A · $103,015,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Aug 30, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $126.1M from 12 investors as of the latest filing. Lisa 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.

TP
Pooled Investment Fund · group: Tiff

TIFF Private Equity Fund 2023, L.P.

Radnor, PA · Aug 30, 2022
  • Aug 30, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

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

TP
Pooled Investment Fund · group: Tiff

TIFF Private Equity Partners 2022, L.P.

Radnor, PA · Sep 16, 2021
  • Sep 16, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

TS
Pooled Investment Fund · group: Tiff

TIFF Special Opportunities Fund III, L.P.

Radnor, PA · Jan 14, 2021
  • Jan 14, 2021 · D/A · $57,876,500 sold of $57,876,500 · 18 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $57.9M from 18 investors (100% of the $57.9M target) as of the latest filing. Lisa is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PI
Pooled Investment Fund · group: Penn

Penn Institutional Loan Common Master Fund, LP

Philadelphia, PA · Dec 9, 2019
  • Dec 9, 2019 · D/A · $130,889,898 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer) EDGAR ↗

Raised $131M from 14 investors as of the latest filing. Lisa is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Penn

Penn Capital Defensive High Yield Fund, L.P.

Philadelphia, PA · Dec 9, 2019
  • Dec 9, 2019 · D/A · $525,712,446 sold of Indefinite · 109 investors · min. No minimum reported · role: Executive Officer (of the General Partner) EDGAR ↗

Raised $535.6M from 109 investors as of the latest filing. Lisa is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Penn

PENN CORE HIGH YIELD BOND FUND LP

Philadelphia, PA · Dec 9, 2019
  • Dec 9, 2019 · D/A · $168,510,199 sold of Indefinite · 203 investors · min. No minimum reported · role: Executive Officer (of the General Partner) EDGAR ↗

Raised $168.5M from 203 investors as of the latest filing. Lisa 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 · group: Penn

PENN SHORT DURATION HIGH YIELD FUND, L.P.

Philadelphia, PA · Dec 9, 2019
  • Dec 9, 2019 · D/A · $49,904,694 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer (of Penn Capital Management Company, Inc., the Sole Member of Penn Capital Funds Group, LLC, the General Partner of the Issuer.) EDGAR ↗

Raised $52.1M from 34 investors as of the latest filing. Lisa 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 Lisa 25

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

TE
Management entity

TIFF Endowment Asset Management, LLC

Executive Officer, Promoter · 15 shared filings (10 issuers) · also on 9 other issuers

TIFF Endowment Asset Management, LLC is on 19 issuers in total — a repeat sponsor. Their page lists every one.

TA
Management entity

TIFF Advisory Services, Inc.

Executive Officer · 2 shared filings (1 issuer) · also on 15 other issuers

TIFF Advisory Services, Inc. is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Katherine M. Billings

Executive Officer · 16 shared filings (11 issuers) · also on 4 other issuers

Katherine M. Billings is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Christian A. Szautner

Executive Officer · 14 shared filings (10 issuers) · also on 18 other issuers

Christian A. Szautner is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

Clarence K. Brenan

Executive Officer · 14 shared filings (10 issuers) · also on 1 other issuer

Clarence K. Brenan is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Zane Tayyeb Hamid

Executive Officer · 10 shared filings (6 issuers)

Zane Tayyeb Hamid is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Jay Willoughby

Executive Officer · 8 shared filings (6 issuers)

Jay Willoughby is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert J. Zion

Executive Officer · 5 shared filings (4 issuers) · also on 23 other issuers

Robert J. Zion is on 27 issuers in total — a repeat sponsor. Their page lists every one.

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

Marcia Hocker

Executive Officer, Director · 4 shared filings (4 issuers) · also on 11 other issuers

Marcia Hocker is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Gerald McBride

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

Gerald McBride is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Richard A. Hocker

Executive Officer, Director · 4 shared filings (4 issuers) · also on 11 other issuers

Richard A. Hocker is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Eric J. Green

Executive Officer · 4 shared filings (4 issuers) · also on 11 other issuers

Eric J. Green is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Kirsten Hocker

Executive Officer, Director · 4 shared filings (4 issuers) · also on 10 other issuers

Kirsten Hocker is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Jorge Paulo Silva

Executive Officer · 4 shared filings (4 issuers) · also on 6 other issuers

Jorge Paulo Silva is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Kimberley Hocker

Director · 4 shared filings (4 issuers) · also on 6 other issuers

Kimberley Hocker is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Martin Keane

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as Lisa Lazarus Black Matson. Their page shows their other deals.

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

Peter Duffy

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as Lisa Lazarus Black Matson. Their page shows their other deals.

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

Scott D. Schumacher, Sr.

Executive Officer, Director · 2 shared filings (2 issuers) · also on 10 other issuers

Scott D. Schumacher, Sr. is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Eric Weller

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Lisa Lazarus Black Matson. Their page shows their other deals.

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

Anuja Navaratna

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Lisa Lazarus Black Matson. Their page shows their other deals.

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

Trevor Graham

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Lisa Lazarus Black Matson. Their page shows their other deals.

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

David Brenner

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Lisa Lazarus Black Matson. Their page shows their other deals.

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

Scott S. Schumacher, Sr.

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Lisa Lazarus Black Matson. Their page shows their other deals.

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

Scott Schumacher

Executive Officer, Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Lisa Lazarus Black Matson. Their page shows their other deals.

The team behind the deals

T
Sponsor group

Tiff

37 issuers · 115 filings · $12.29B reported sold · 2009–2026

One team, 37 deal companies. Lisa Lazarus Black Matson is listed on 11 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 Lisa Lazarus Black Matson.

P
Sponsor group

Penn

16 issuers · 128 filings · $1.29B reported sold · 2009–2021

One team, 16 deal companies. Lisa Lazarus Black Matson is listed on 4 of them.

Sources

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

Same business address

35 other issuers file from the same address

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. 10 of the 15 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): TIFF Secondaries 2026, L.P., TIFF Lower Middle Market Private Equity 2026, L.P., TIFF Direct Private Equity V, L.P., TIFF Early Stage Venture 2026, L.P., TIFF Investment Vehicle I, L.P., TIFF Lower Middle Market Private Equity 2024, L.P., TIFF Early Stage Venture 2024, L.P., TIFF Direct Private Equity IV, L.P., TIFF Private Equity Fund 2023, L.P., TIFF Private Equity Partners 2022, L.P..

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Lisa Lazarus Black Matson 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 15 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Lisa Lazarus Black Matson is listed on: none on file. No website or social profile named in Penn Capital Defensive High Yield Fund, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #193,060 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Pennsylvania UJS portal case search ↗

Securities regulators

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

Business registries

Pennsylvania Secretary of State business search ↗OpenCorporates ↗

Change history

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