Sponsor Check › Person
Related person on Form D filings · address states/countries as listed: WA, United Kingdom (as filed: X0) · listed Mar 15, 2010 → Dec 19, 2017
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:57 PM ET · SEC enforcement last checked: not yet
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Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:57 PM ET.
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:57 PM ET.
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.
3 of 32 offerings report sales commissions totalling $6,477,589; 5 report finder's fees totalling $1,047,754; 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 ↗ | Jul 16, 2019 D/A File 021-266921 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 12, 2018 D File 021-316650 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 21, 2018 D/A File 021-42905 | $0 | $677,618 | $0 | McCutchen Group no CRD number reported |
| EDGAR ↗ | Feb 8, 2018 D File 021-305164 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 17, 2018 D/A File 021-171689 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 17, 2018 D/A File 021-190148 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 19, 2017 D/A File 021-70290 | $137,709 | $16,843 | $0 | McCutchen Group, LLC no CRD number reported Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗ |
| EDGAR ↗ | Dec 12, 2017 D/A File 021-229843 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2017 D/A File 021-193417 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2017 D/A File 021-235461 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2017 D/A File 021-246971 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 21, 2017 D/A File 021-74271 | $0 | $199,922 | $0 | McCutchen Group no CRD number reported |
| EDGAR ↗ | Oct 13, 2017 D/A File 021-272420 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 11, 2017 D/A File 021-224346 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 11, 2017 D File 021-294357 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2017 D/A File 021-261437 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 25, 2017 D/A File 021-261438 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 15, 2016 D File 021-274475 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2015 D/A File 021-85345 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 12, 2015 D/A File 021-146614 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 21, 2015 D/A File 021-129669 | $6,151,505 (est.) | $0 | $0 | Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ |
| EDGAR ↗ | Aug 6, 2014 D/A File 021-210937 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 3, 2014 D/A File 021-210939 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 2, 2014 D File 021-220260 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 31, 2012 D/A File 021-165338 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 13, 2012 D/A File 021-68438 | $188,375 | $93,331 | $0 | McCutchen Group, LLC no CRD number reported Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗ |
| EDGAR ↗ | Sep 2, 2011 D File 021-165339 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 2, 2011 D File 021-165340 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 15, 2011 D/A File 021-105278 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 15, 2011 D/A File 021-62284 | $0 | $60,040 | $0 | HSBC Private Bank, a division of Bank USA, N.A. no CRD number reported |
| EDGAR ↗ | Mar 15, 2011 D/A File 021-20105-NY | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 17, 2010 D/A File 021-70289 | $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 ↗ | Phoenix QLS Fund, Ltd. group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Jul 16, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $288,555,566 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Phoenix QLS Fund, Ltd. group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Jul 13, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $228,555,566 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Belfry Fund, L.P. - EP Portfolio group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Jul 12, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $14,000,000 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Appreciation Strategy Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 21, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,038,779,817 | 358 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund V, L.P. - US Taxable Series group: Blackrock | Executive Officer Managing Director of sole member of Issuer's GP | Feb 8, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $102,600,000 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RW Fund, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member of the Issuer | Jan 17, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $230,050,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BRHF Custom, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member of the Issuer | Jan 17, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $192,941,171 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FQR Alternatives II, L.P. group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Dec 19, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $367,989,923 | 56 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | 1893 Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Dec 12, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $50,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | William Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Nov 22, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $173,200,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Tamus ARS Fund LP group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Nov 22, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $269,148,981 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Orange 2015 DisloCredit Fund, L.P. group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Nov 22, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $126,240,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Q-BLK APPRECIATION FUND LP group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Nov 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $184,927,710 | 53 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Appreciation Strategy Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Nov 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,037,779,817 | 356 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Belfry Fund, L.P. - Core Portfolio group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Oct 13, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $35,775,000 | 48 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Orange 2015 DisloCredit Fund, L.P. group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Sep 11, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $126,240,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SONJ Fund Alignment & Incentive Reform, L.P. group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Adviser | Sep 11, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $505,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Caerus DT Fund, LLC group: Blackrock | Executive Officer Managing Director of the Issuer's Managing Member | Sep 11, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $375,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Orange 2015 DisloCredit Fund, L.P. group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Sep 6, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $126,240,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Co-Investment Income Fund, L.P. - Non-US Series group: Blackrock | Executive Officer Managing Director of sole member of Issuer's GP | Aug 25, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Co-Investment Income Fund, L.P. - US Taxable Series group: Blackrock | Executive Officer Managing Director of sole member of Issuer's GP | Aug 25, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $35,725,000 | 15 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Phoenix QLS Fund, Ltd. group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Jul 13, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $228,555,566 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | FQR Alternatives II, L.P. group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Apr 17, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $360,114,923 | 56 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Tamus ARS Fund LP group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Mar 17, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $269,148,981 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Q-BLK APPRECIATION FUND LP group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 14, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $177,910,983 | 53 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Appreciation Strategy Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 14, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,028,799,013 | 355 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | William Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 9, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $173,200,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RW Fund, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member of the Issuer | Jan 17, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $190,050,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BRHF Custom, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member of the Issuer | Jan 17, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $190,906,171 | 38 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | 1893 Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Dec 12, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $50,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Co-Investment Income Fund, L.P. - US Tax Exempt Series group: Blackrock | Executive Officer Managing Director of sole member of Issuer's GP | Nov 15, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $50,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Belfry Fund, L.P. - Core Portfolio group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Oct 13, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $20,650,000 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Caerus DT Fund, LLC group: Blackrock | Executive Officer Managing Director of the Issuer's Managing Member | Sep 9, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $300,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Orange 2015 DisloCredit Fund, L.P. group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Sep 6, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $126,240,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Phoenix QLS Fund, Ltd. group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Jul 13, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $228,555,566 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | FQR Alternatives II, L.P. group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Apr 15, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $340,789,923 | 56 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Co-Investment Income Fund, L.P. - Non-US Series group: Blackrock | Executive Officer Managing Director of sole member of Issuer's GP | Apr 15, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $64,000,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Co-Investment Income Fund, L.P. - US Taxable Series group: Blackrock | Executive Officer Managing Director of sole member of Issuer's GP | Apr 15, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $13,225,000 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Tamus ARS Fund LP group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Mar 17, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $269,148,981 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Appreciation Strategy Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 14, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,945,321,529 | 348 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Q-BLK APPRECIATION FUND LP group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 14, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $123,742,658 | 51 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | William Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 9, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $170,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RW Fund, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member of the Issuer | Jan 14, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $190,050,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BRHF Custom, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member of the Issuer | Jan 14, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $181,781,171 | 37 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | 1893 Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Dec 10, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $50,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SIGNATURE PORTFOLIO LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Sep 18, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $67,704,915 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Caerus DT Fund, LLC group: Blackrock | Executive Officer Managing Director of the Issuer's Managing Member | Sep 9, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $300,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Orange 2015 DisloCredit Fund, L.P. group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Sep 3, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $126,240,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Tempus Fund, LLC group: Blackrock | Executive Officer Managing Director of the Investment Manager of the Issuer | Aug 12, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $14,050,000 | 17 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BLACKROCK SELECT HEDGE I LP group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | May 21, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $346,154,617 | 587 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FQR Alternatives II, L.P. group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Apr 15, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $334,529,923 | 56 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Tamus ARS Fund LP group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Mar 17, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $269,148,981 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Q-BLK APPRECIATION FUND LP group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 12, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $117,835,109 | 149 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Appreciation Strategy Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 12, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,934,865,427 | 341 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | William Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 9, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $170,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RW Fund, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member of the Issuer | Jan 14, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $190,050,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BRHF Custom, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member of the Issuer | Jan 14, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $163,737,245 | 32 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | 1893 Fund, LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Dec 10, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $50,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SIGNATURE PORTFOLIO LLC group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Sep 18, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $67,704,915 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Caerus DT Fund, LLC group: Blackrock | Executive Officer Managing Director of the Issuer's Managing Member | Sep 9, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $240,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Tempus Fund, LLC group: Blackrock | Executive Officer Managing Director of the Investment Manager of the Issuer | Aug 12, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $14,050,000 | 17 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund IV, L.P. - US Taxable Series group: Blackrock | Executive Officer Managing Director of sole member of Issuer's GP | Aug 6, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $296,205,000 | 70 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund IV, L.P. - US Taxable Series group: Blackrock | Executive Officer Managing Director of sole member of Issuer's GP | Jul 3, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $278,505,000 | 42 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund IV, L.P. - Z US Taxable Series group: Blackrock | Executive Officer Managing Director of sole member of Issuer's GP | Jul 3, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $75,000,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund IV, L.P. - US Tax Exempt Series group: Blackrock | Executive Officer Managing Director of sole member of Issuer's GP | Jul 2, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $44,000,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BLACKROCK SELECT HEDGE I LP group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | May 23, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $346,154,617 | 587 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FQR Alternatives II, L.P. group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Apr 15, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $306,809,923 | 44 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Tamus ARS Fund LP group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Mar 17, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $266,148,981 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Q-BLK APPRECIATION FUND LP group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 12, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $113,247,959 | 43 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Appreciation Strategy Fund, LLC group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Mar 12, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,895,099,841 | 327 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund IV, L.P. - Z US Taxable Series group: Blackrock | Executive Officer Managing Director of sole member of managing member of Issuer's GP | Jan 29, 2014 | D | $400,000,000 similar: $155,000–$5,250,000 | $75,000,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund IV, L.P. - US Taxable Series group: Blackrock | Executive Officer Managing Director of sole member of managing member of Issuer's GP | Jan 29, 2014 | D | $400,000,000 similar: $155,000–$5,250,000 | $143,480,000 | 17 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | BRHF Custom, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member of the Issuer | Jan 14, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $141,801,854 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RW Fund, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member of the Issuer | Jan 14, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $125,050,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SIGNATURE PORTFOLIO LLC group: Blackrock | Executive Officer Managing Director of Investment Manager of Issuer | Sep 17, 2013 | D/A | Indefinite | $63,694,915 | 9 | No minimum reported |
| EDGAR ↗ | BlackRock Tempus Fund, LLC group: Blackrock | Executive Officer Managing Director of the Investment Manager of Issuer | Aug 12, 2013 | D/A | Indefinite | $14,050,000 | 17 | No minimum reported |
| EDGAR ↗ | BLACKROCK SELECT HEDGE I LP group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | May 23, 2013 | D/A | Indefinite | $346,154,617 | 587 | $100,000 |
| EDGAR ↗ | FQR Alternatives II, L.P. group: Blackrock | Executive Officer Managing Director of the Investment Manager of Issuer | Apr 15, 2013 | D/A | Indefinite | $268,092,923 | 44 | No minimum reported |
| EDGAR ↗ | Tamus ARS Fund LP group: Blackrock | Executive Officer Managing Director of the Issuer's Investment Manager | Mar 15, 2013 | D | Indefinite | $235,276,909 | 1 | No minimum reported |
| EDGAR ↗ | BlackRock Appreciation Strategy Fund, LLC group: Blackrock | Executive Officer, Promoter Managing Director of the Issuer's Investment Manager | Mar 12, 2013 | D/A | Indefinite | $3,876,453,435 | 316 | No minimum reported |
| EDGAR ↗ | Q-BLK APPRECIATION FUND LP group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 12, 2013 | D/A | Indefinite | $110,206,296 | 43 | No minimum reported |
| EDGAR ↗ | BRHF Custom, LLC group: Blackrock | Executive Officer Managing Director of the Investment Manager of the Issuer | Jan 14, 2013 | D | Indefinite | $101,432,915 | 17 | No minimum reported |
| EDGAR ↗ | RW Fund, LLC group: Blackrock | Executive Officer Managing Director of the Investment Manager of the Issuer | Jan 14, 2013 | D/A | Indefinite | $100,050,000 | 2 | $5,000,000 |
| EDGAR ↗ | SIGNATURE PORTFOLIO LLC group: Blackrock | Executive Officer Managing Director of Investment Manager of Issuer | Sep 17, 2012 | D/A | Indefinite | $63,694,915 | 9 | $2,000,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund III, L.P. - US Taxable Series group: Blackrock | Executive Officer Managing Director of Investment Adviser of Issuer | Aug 31, 2012 | D/A | $300,000,000 | $28,725,000 | 33 | $5,000,000 |
| EDGAR ↗ | BlackRock Tempus Fund, LLC group: Blackrock | Executive Officer Managing Director of the Investment Manager of Issuer | Aug 10, 2012 | D/A | Indefinite | $12,400,000 | 16 | $5,000,000 |
| EDGAR ↗ | FQR Alternatives II, L.P. group: Blackrock | Executive Officer Managing Director of the Investment Manager of Issuer | Apr 13, 2012 | D/A | Indefinite | $255,837,923 | 44 | $5,000,000 |
| EDGAR ↗ | Q-BLK ARS III, LLC group: Blackrock | Executive Officer Managing Director of the Investment Manager of Issuer | Apr 13, 2012 | D/A | Indefinite | $375,469,587 | 44 | $5,000,000 |
| EDGAR ↗ | Q-BLK APPRECIATION FUND LP group: Blackrock | Executive Officer Managing Director of Issuer's Investment Manager | Mar 12, 2012 | D/A | Indefinite | $108,730,143 | 42 | $2,000,000 |
| EDGAR ↗ | BlackRock Appreciation Strategy Fund, LLC group: Blackrock | Executive Officer, Promoter Managing Director of the Issuer's Investment Manager | Mar 12, 2012 | D/A | Indefinite | $3,541,507,545 | 282 | $5,000,000 |
| EDGAR ↗ | RW Fund, LLC group: Blackrock | Executive Officer Managing Director of the Investment Manager of the Issuer | Jan 12, 2012 | D | Indefinite | $100,000,000 | 1 | $5,000,000 |
| EDGAR ↗ | SIGNATURE PORTFOLIO LLC group: Blackrock | Director Managing Director of Managing Member of Managing Member of Issuer | Sep 15, 2011 | D/A | Indefinite | $63,694,915 | 9 | $2,000,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund III, L.P. - Z US Taxable Series group: Blackrock | Executive Officer Managing Director of Investment Adviser of Issuer | Sep 2, 2011 | D | $300,000,000 | $75,000,000 | 5 | $5,000,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund III, L.P. - Z CRT Series group: Blackrock | Executive Officer Managing Director of Investment Adviser of Issuer | Sep 2, 2011 | D | $300,000,000 | $25,000,000 | 1 | $5,000,000 |
| EDGAR ↗ | BlackRock Co-Investment Fund III, L.P. - US Taxable Series group: Blackrock | Executive Officer Managing Director of Investment Adviser of Issuer | Sep 2, 2011 | D | $300,000,000 | $17,250,000 | 7 | $5,000,000 |
| EDGAR ↗ | BlackRock Tempus Fund, LLC group: Blackrock | Executive Officer Managing Director of the Investment Manager of Issuer | Aug 17, 2011 | D/A | Indefinite | $12,400,000 | 16 | $5,000,000 |
| EDGAR ↗ | Q-BLK ARS III, LLC group: Blackrock | Executive Officer Managing Director of the Investment Manager of Issuer | Apr 14, 2011 | D/A | Indefinite | $373,719,587 | 43 | $5,000,000 |
| EDGAR ↗ | FQR Alternatives II, L.P. group: Blackrock | Executive Officer Managing Director of the Investment Manager of Issuer | Apr 14, 2011 | D/A | Indefinite | $124,482,008 | 42 | $5,000,000 |
| EDGAR ↗ | BlackRock HPB Multi-Manager Partners, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member and Investment Manager | Mar 15, 2011 | D/A | Indefinite | $246,876,263 | 70 | $1,000,000 |
| EDGAR ↗ | BlackRock Multi-Manager Partners LLC group: Blackrock | Executive Officer Managing Director of the Managing Member and Investment Manager of Issuer | Mar 15, 2011 | D/A | Indefinite | $173,765,510 | 86 | $1,000,000 |
| EDGAR ↗ | BlackRock Asia Pacific Partners LLC group: Blackrock | Executive Officer Managing Director of the Managing Member and Investment Manager | Mar 15, 2011 | D/A | Indefinite | $44,498,979 | 15 | $1,000,000 |
| EDGAR ↗ | BlackRock Appreciation Strategy Fund, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member and Investment Manager | Mar 10, 2011 | D/A | Indefinite | $3,518,309,026 | 275 | $5,000,000 |
| EDGAR ↗ | Q-BLK APPRECIATION FUND LP group: Blackrock | Executive Officer Managing Director of the Investment Manager | Mar 10, 2011 | D/A | Indefinite | $97,500,307 | 38 | $2,000,000 |
| EDGAR ↗ | SIGNATURE PORTFOLIO LLC group: Blackrock | Director Managing Director of Managing Member of Managing Member of Issuer | Sep 15, 2010 | D/A | Indefinite | $63,694,915 | 9 | $2,000,000 |
| EDGAR ↗ | BlackRock Tempus Fund, LLC group: Blackrock | Executive Officer Managing Director of Investment Manager of Issuer | Aug 18, 2010 | D | Indefinite | $9,620,000 | 13 | $5,000,000 |
| EDGAR ↗ | Q-BLK EQUITY EDGE PORTFOLIO L P group: Blackrock | Executive Officer Managing Director of Investment Manager of Issuer | Aug 17, 2010 | D/A | Indefinite | $82,523,675 | 19 | $5,000,000 |
| EDGAR ↗ | FQR Alternatives II, L.P. group: Blackrock | Executive Officer Managing Director of Investment Manager of Issuer | Apr 20, 2010 | D/A | Indefinite | $98,289,490 | 15 | $5,000,000 |
| EDGAR ↗ | Q-BLK ARS III, LLC group: Blackrock | Executive Officer Managing Director of Investment Manager of Issuer | Apr 16, 2010 | D/A | Indefinite | $373,208,744 | 42 | $5,000,000 |
| EDGAR ↗ | BlackRock HPB Multi-Manager Partners, LLC group: Blackrock | Executive Officer Managing Director of the Managing Member and Investment Manager | Mar 15, 2010 | D/A | Indefinite | $231,343,203 | 68 | $1,000,000 |
| EDGAR ↗ | BlackRock Multi-Manager Partners LLC group: Blackrock | Executive Officer Managing Director of the Managing Member and Investment Manager of Issuer | Mar 15, 2010 | D/A | Indefinite | $163,237,765 | 81 | $1,000,000 |
| EDGAR ↗ | BlackRock Asia Pacific Partners LLC group: Blackrock | Executive Officer Managing Director of the Managing Member and Investment Manager | Mar 15, 2010 | D/A | Indefinite | $37,753,534 | 13 | $1,000,000 |
| EDGAR ↗ | Q-BLK APPRECIATION FUND LP group: Blackrock | Executive Officer Managing Director of Investment Manager of Issuer | Mar 15, 2010 | D/A | Indefinite | $92,053,301 | 36 | $2,000,000 |
| EDGAR ↗ | BlackRock Appreciation Strategy Fund, LLC group: Blackrock | Executive Officer Managing Director of Investment Manager of Issuer | Mar 15, 2010 | D/A | Indefinite | $3,496,565,176 | 265 | $5,000,000 |
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 Mark Everitt. 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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