Sponsor Check › Person
Related person on Form D filings · address state as listed: NY · listed Apr 10, 2024 → Oct 20, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
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State courts: not yet searched. 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
0 of 37 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 20, 2026 D/A File 021-429315 | $0 (est.) | $0 | $0 | CapFinancial Securites, LLC BrokerCheck CRD 126291 ↗ |
| EDGAR ↗ | Oct 16, 2026 D/A File 021-469478 | $0 (est.) | $0 | $0 | John Hancock Investment Management Distributors LLC BrokerCheck CRD 28262 ↗ RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗ |
| EDGAR ↗ | Oct 9, 2026 D/A File 021-524679 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 30, 2026 D File 021-599489 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 23, 2026 D/A File 021-558192 | $0 (est.) | $0 | $0 | Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗ via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗) |
| EDGAR ↗ | Sep 23, 2026 D/A File 021-558298 | $0 (est.) | $0 | $0 | Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗ via Raymond James Financial Services, Inc. (CRD 6694 ↗) |
| EDGAR ↗ | Sep 9, 2026 D/A File 021-557167 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 26, 2026 D/A File 021-550874 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2026 D/A File 021-554467 | $0 (est.) | $0 | $0 | Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗ via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗) Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗ |
| EDGAR ↗ | Feb 17, 2026 D File 021-573753 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 10, 2026 D File 021-573182 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 17, 2025 D/A File 021-498271 | $0 | $0 | $0 | Raymond James Financial Services, Inc. BrokerCheck CRD 6694 ↗ DBS Bank Limited no CRD number reported |
| EDGAR ↗ | Nov 17, 2025 D/A File 021-496368 | $0 | $0 | $0 | Raymond James Financial Services, Inc. BrokerCheck CRD 6694 ↗ Blue Owl Securities BrokerCheck CRD 283250 ↗ |
| EDGAR ↗ | Nov 14, 2025 D/A File 021-529573 | $0 | $0 | $0 | Raymond James Financial Services, Inc. BrokerCheck CRD 6694 ↗ Blue Owl Securities BrokerCheck CRD 283250 ↗ |
| EDGAR ↗ | Oct 30, 2025 D/A File 021-528413 | $0 | $0 | $0 | Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗ via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗) |
| EDGAR ↗ | Oct 30, 2025 D/A File 021-528416 | $0 | $0 | $0 | Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗ via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗) |
| EDGAR ↗ | Oct 22, 2025 D File 021-561660 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 16, 2025 D/A File 021-489837 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 15, 2025 D/A File 021-343202 | $0 (est.) | $0 | $0 | Keystone Global BrokerCheck CRD 159341 ↗ |
| EDGAR ↗ | Sep 8, 2025 D/A File 021-523561 | $0 | $0 | $0 | Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗ via Raymond James Financial Services, Inc. (CRD 6694 ↗) |
| EDGAR ↗ | Sep 8, 2025 D/A File 021-523884 | $0 | $0 | $0 | Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗ via Raymond James Financial Services, Inc. (CRD 6694 ↗) |
| EDGAR ↗ | Sep 8, 2025 D/A File 021-523886 | $0 | $0 | $0 | Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗ via Raymond James Financial Services, Inc. (CRD 6694 ↗) |
| EDGAR ↗ | Jun 12, 2025 D/A File 021-448149 | $0 (est.) | $0 (est.) | $0 | Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ |
| EDGAR ↗ | May 6, 2025 D/A File 021-512506 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 6, 2025 D/A File 021-512508 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 8, 2025 D File 021-534543 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 20, 2024 D/A File 021-465308 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 20, 2024 D/A File 021-465309 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 17, 2024 D/A File 021-461830 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 9, 2024 D/A File 021-494277 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 27, 2024 D/A File 021-455401 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 27, 2024 D/A File 021-455404 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 27, 2024 D/A File 021-455886 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 27, 2024 D/A File 021-455894 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 17, 2024 D/A File 021-489204 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 24, 2024 D/A File 021-448619 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 10, 2024 D/A File 021-456071 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | iCapital-Blue Owl HomeCourt Partners Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Oct 20, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $74,447,834 | 142 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Hancock Timberland & Farmland Access Fund, LP group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Oct 16, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $42,667,010 | 208 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Co-Investment Partners VI Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Oct 9, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $40,430,000 | 36 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-TriaXial Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 30, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blackstone SP X Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 23, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $23,040,000 | 71 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Capital Partners XI Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 23, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $22,600,000 | 52 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Capital Partners XI Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 9, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $36,575,000 | 85 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Henderson Park NA Real Estate Onshore Access Fund I, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Aug 26, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $7,025,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blackstone SP X US Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Aug 10, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $154,045,000 | 230 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-EQT XI Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Feb 17, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-CBRE Global Infrastructure Access Fund (US), L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Feb 10, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blue Owl GP Stakes VI U.S. Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Nov 17, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $285,370,980 | 535 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blue Owl GP Stakes VI Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Nov 17, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $373,834,000 | 427 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital PDLF Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Nov 14, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $12,162,640 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Middle Market Investors V Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Oct 30, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $53,325,000 | 104 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Middle Market Investors V Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Oct 30, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $99,670,000 | 225 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blue Owl HomeCourt Partners Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Oct 27, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $64,461,076 | 155 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Stone Ridge Energy Acquisition Fund III Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the Issuer | Oct 22, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Hancock Timberland & Farmland Access Fund, LP group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Oct 21, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $41,502,112 | 206 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Monarch Capital Partners VI Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Oct 16, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $57,830,000 | 159 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Co-Investment Partners VI Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 25, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $40,430,000 | 36 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Capital Partners XI Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 23, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blackstone SP X Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer. | Sep 22, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital Tuatara Capital Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 15, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $71,841,333 | 363 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Capital Partners XI Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 10, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital - Blackstone Life Sciences VI Access Fund L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 8, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $116,855,000 | 297 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Glendower Access Secondary Opportunities VI (International), L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 8, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $15,825,000 | 41 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Glendower Access Secondary Opportunities VI (U.S.), L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Sep 8, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $127,925,000 | 239 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blackstone SP X US Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner of the Issuer | Aug 12, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Henderson Park NA Real Estate Onshore Access Fund I, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Jul 7, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-BCP IX Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Jun 12, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $62,841,000 | 87 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital - Vista Foundation Fund V Access Fund, L.P. group: Icapital Vista | Executive Officer Authorized Signatory of the General Partner | May 6, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital - Vista Equity Endeavor Fund III Access Fund, L.P. group: Icapital Vista | Executive Officer Authorized Signatory of the General Partner | May 6, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $27,075,000 | 51 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-FP Credit Partners III Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Jan 8, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $37,850,000 | 57 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-PIMCO COF IV Onshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Nov 20, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $41,050,000 | 84 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-PIMCO COF IV Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Nov 20, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $30,035,000 | 72 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blue Owl GP Stakes VI U.S. Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Nov 18, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $175,055,000 | 306 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blue Owl GP Stakes VI Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Nov 18, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $201,535,000 | 121 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital PDLF Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Nov 15, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $7,200,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Middle Market Investors V Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Nov 1, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Middle Market Investors V Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Nov 1, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blue Owl HomeCourt Partners Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Oct 30, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $32,975,000 | 111 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Hancock Timberland & Farmland Access Fund, LP group: Icapital | Executive Officer Authorized Signatory of the General Partner | Oct 22, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $37,100,000 | 192 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-BCP IX Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Oct 17, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,975,000 | 31 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital Infrastructure Investments Access Fund, Ltd. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Oct 9, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $174,885,437 | 625 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-PCRED II Onshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Sep 27, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $31,235,000 | 89 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-PCRED II Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Sep 27, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $20,100,000 | 51 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Capital Partners X Offshore Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Sep 27, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $214,654,139 | 277 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Capital Partners X Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Sep 27, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $228,108,000 | 399 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Lexington Co-Investment Partners VI Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Sep 23, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital Tuatara Capital Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Sep 17, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $70,908,000 | 358 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Strategic Partners Infrastructure IV Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Sep 17, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $51,160,000 | 150 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Glendower Access Secondary Opportunities VI (International), L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Sep 12, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $4,000,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Glendower Access Secondary Opportunities VI (U.S.), L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Sep 12, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $65,300,000 | 100 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital - Blackstone Life Sciences VI Access Fund L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Sep 9, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | iCapital-Blackstone Growth II US Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Jul 24, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $128,867,000 | 242 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CAA-Montauk TriGuard IX Access Fund, L.P. group: Icapital | Executive Officer Authorized Signatory of the General Partner | Apr 10, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $113,500,000 | 103 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 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 and management entities the issuers listed as related persons on the same Form D filings as Mallory Ross. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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