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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:56 AM ET

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Mark Everitt

Named as an officer, director or promoter on SEC Form D filings · WA, United Kingdom (as filed: X0) · Mar 15, 2010 → Dec 19, 2017

32deals (issuers)
$10.21Breported sold
1,902investors
113Form D filings
2010–2017years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:20 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Mark Everitt is listed as an executive officer, director, and promoter on 113 SEC Form D filings by 32 issuers between Mar 2010 and Jul 2019. Largest by amount reported sold: BlackRock Appreciation Strategy Fund, LLC (Seattle, WA — pooled investment fund — 2010–2018; $4.05B reported sold to 472 investors), RW Fund, LLC (Seattle, WA — pooled investment fund — 2012–2018; $707.5M reported sold to 2 investors), FQR Alternatives II, L.P. (Seattle, WA — pooled investment fund — 2010–2017; $617.3M reported sold to 115 investors), SONJ Fund Alignment & Incentive Reform, L.P. (Seattle, WA — pooled investment fund — 2017; $605M reported sold to 2 investors), Caerus DT Fund, LLC (Seattle, WA — pooled investment fund — 2014–2017; $475.9M reported sold to 2 investors) and 27 more (all listed below).

What this means That is a lot of deals — 32 separate companies raised money with this person listed as executive officer, director, and promoter, over about 9 years. Across those companies the filings report $10.21B sold in total.

Listed alongside David Barenborg (109 shared filings), J. David Matter (109 shared filings), Bart N. Cocales (97 shared filings), Bryan K. White (75 shared filings), Mark Woolley (44 shared filings) and 21 others.

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

The issuers belong to 2 sponsor groups: Blackrock (79 issuers, $24.24B reported sold, 2009–2026) and Blackrock (67 issuers, $15.56B reported sold, 2009–2026).

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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 113 public filings for Mark Everitt and found 14 differences, 7 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; 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 Mark Everitt has not run yet — it is #4,099 of 29,167 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

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, 2:20 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: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Mark Everitt..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Mark A. Everitt and Nancy L. Everitt closed
United States Bankruptcy Court, D. Colorado · No. 18-18659 · Filed Oct 3, 2018 · Closed Feb 27, 2019
Role of Mark A. Everitt and Nancy L. Everitt: Debtor · Outcome: Case closed 2019-02-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 6 federal dockets); court in CO (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:20 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

14 differences found between the filings for Mark Everitt — 7 worth asking about (compared the newest 50 of 113 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 15, 2016 – Aug 25, 2017

Amount sold went down between filings — Co-Investment Income Fund, L.P. - Non-US Series

The Apr 15, 2016 filing says $64,000,000 sold; the Aug 25, 2017 Form D/A says $10,000,000 sold — $54,000,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Apr 15, 2016 ↗Form D/A (later) · Aug 25, 2017 ↗Co-Investment Income Fund, L.P. - Non-US Series — PartnerFacts page ↗
Sources
Worth asking · Apr 15, 2016 – Aug 25, 2017

Investor count went down between filings — Co-Investment Income Fund, L.P. - Non-US Series

The Apr 15, 2016 filing reports 6 investors; the Aug 25, 2017 Form D/A reports 2 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D (earlier) · Apr 15, 2016 ↗Form D/A (later) · Aug 25, 2017 ↗Co-Investment Income Fund, L.P. - Non-US Series — PartnerFacts page ↗
Sources
Worth asking · Mar 12, 2015 – Mar 14, 2016

Investor count went down between filings — Q-BLK APPRECIATION FUND LP

The Mar 12, 2015 filing reports 149 investors; the Mar 14, 2016 Form D/A reports 51 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Mar 12, 2015 ↗Form D/A (later) · Mar 14, 2016 ↗Q-BLK APPRECIATION FUND LP — PartnerFacts page ↗
Sources
Worth asking · Mar 12, 2012 – Mar 5, 2026

Paid seller listed without a CRD number: McCutchen Group — BlackRock Appreciation Strategy Fund, LLC

McCutchen Group is listed as receiving sales compensation on 16 filings (Mar 12, 2012 to Mar 5, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Mar 5, 2026 ↗BrokerCheck search: McCutchen Group ↗BlackRock Appreciation Strategy Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 12, 2012 – Mar 5, 2026

Paid seller listed without a CRD number: McCutchen Group — Q-BLK APPRECIATION FUND LP

McCutchen Group is listed as receiving sales compensation on 15 filings (Mar 12, 2012 to Mar 5, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Mar 5, 2026 ↗BrokerCheck search: McCutchen Group ↗Q-BLK APPRECIATION FUND LP — PartnerFacts page ↗
Sources
Worth asking · Aug 21, 2009 – Feb 10, 2026

Paid seller listed without a CRD number: McCutchen Group, LLC — FQR Alternatives II, L.P.

McCutchen Group, LLC is listed as receiving sales compensation on 18 filings (Aug 21, 2009 to Feb 10, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Feb 10, 2026 ↗BrokerCheck search: McCutchen Group, LLC ↗FQR Alternatives II, L.P. — PartnerFacts page ↗
Sources
Note · Aug 25, 2017 – Sep 11, 2017

Form D filed 17 days after the first sale — SONJ Fund Alignment & Incentive Reform, L.P.

The filing says the first sale was Aug 25, 2017. The Form D was filed Sep 11, 2017 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 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 · Sep 11, 2017 ↗SONJ Fund Alignment & Incentive Reform, L.P. — PartnerFacts page ↗
Sources
Note · Apr 1, 1998 – Jul 12, 2018

8 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Belfry Fund, L.P. - EP Portfolio (latest filing Jul 12, 2018) · No amendment in the last 12 months on an offering that may still be open — BRHF Custom, LLC (latest filing Jan 17, 2018) · No amendment in the last 12 months on an offering that may still be open — Co-Investment Income Fund, L.P. - Non-US Series (latest filing Aug 25, 2017) · No amendment in the last 12 months on an offering that may still be open — Co-Investment Income Fund, L.P. - US Taxable Series (latest filing Aug 25, 2017) · No amendment in the last 12 months on an offering that may still be open — Co-Investment Income Fund, L.P. - US Tax Exempt Series (latest filing Nov 15, 2016) · and 3 more

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

Form D · Jul 12, 2018 ↗Belfry Fund, L.P. - EP Portfolio — PartnerFacts page ↗Form D/A · Jan 17, 2018 ↗BRHF Custom, LLC — PartnerFacts page ↗
Sources
Worth asking · Sep 11, 2017 – Oct 9, 2019

13 people are no longer listed on a later amendment

Mark Everitt is no longer listed on the Oct 9, 2019 amendment — BlackRock Appreciation Strategy Fund, LLC · Mark Everitt is no longer listed on the Jul 22, 2019 amendment — Phoenix QLS Fund, Ltd. · Mark Everitt is no longer listed on the Jan 17, 2019 amendment — RW Fund, LLC · Mark Everitt is no longer listed on the Dec 19, 2018 amendment — FQR Alternatives II, L.P. · Mark Everitt is no longer listed on the Dec 12, 2018 amendment — 1893 Fund, LLC · and 8 more

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

Form D/A · Mar 21, 2018 ↗Form D/A · Oct 9, 2019 ↗Mark Everitt — PartnerFacts page ↗BlackRock Appreciation Strategy Fund, LLC — PartnerFacts page ↗
Sources
Note · Mar 12, 2013 – Mar 12, 2014

Mark Everitt's role changed at BlackRock Appreciation Strategy Fund, LLC: executive officer, promoter → executive officer

The Mar 12, 2013 filing lists Mark Everitt as executive officer, promoter; the Mar 12, 2014 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Mar 12, 2013 ↗Form D/A · Mar 12, 2014 ↗Mark Everitt — PartnerFacts page ↗BlackRock Appreciation Strategy Fund, LLC — PartnerFacts page ↗
Sources
Note · Sep 15, 2011 – Sep 17, 2012

Mark Everitt's role changed at SIGNATURE PORTFOLIO LLC: director → executive officer

The Sep 15, 2011 filing lists Mark Everitt as director; the Sep 17, 2012 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Sep 15, 2011 ↗Form D/A · Sep 17, 2012 ↗Mark Everitt — PartnerFacts page ↗SIGNATURE PORTFOLIO LLC — PartnerFacts page ↗
Sources
Note · Mar 10, 2011 – Mar 12, 2012

Mark Everitt's role changed at BlackRock Appreciation Strategy Fund, LLC: executive officer → executive officer, promoter

The Mar 10, 2011 filing lists Mark Everitt as executive officer; the Mar 12, 2012 Form D/A lists executive officer, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Mar 10, 2011 ↗Form D/A · Mar 12, 2012 ↗Mark Everitt — PartnerFacts page ↗BlackRock Appreciation Strategy Fund, LLC — PartnerFacts page ↗
Sources
Note · May 25, 2011 – Oct 13, 2023

17 address changes between filings

Address moved from New York, NY to Seattle, WA — BlackRock Appreciation Strategy Fund, LLC · Address moved from New York, NY to Seattle, WA — Belfry Fund, L.P. - Core Portfolio · Address moved from New York, NY to Seattle, WA — SONJ Fund Alignment & Incentive Reform, L.P. · Address moved from New York, NY to Seattle, WA — Caerus DT Fund, LLC · Address moved from Seattle, WA to New York, NY — Belfry Fund, L.P. - Core Portfolio · and 12 more

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

Form D/A · Oct 12, 2022 ↗Form D/A · Oct 13, 2023 ↗BlackRock Appreciation Strategy Fund, LLC — PartnerFacts page ↗Form D/A · Oct 17, 2022 ↗
Sources
Note · Mar 15, 2010 – Jul 16, 2019

Mark Everitt is listed with 2 different address states: WA, X0

WA on 62 filings (Mar 15, 2010 to Dec 19, 2017); United Kingdom (as filed: X0) on 31 filings (Sep 6, 2016 to Jul 16, 2019).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D/A · Mar 15, 2010 ↗Form D/A · Sep 6, 2016 ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 113 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

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)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 16, 2019 D/A
Phoenix QLS Fund, Ltd.
File 021-266921
$0$0$0None listed on this filingEDGAR ↗
Jul 12, 2018 D
Belfry Fund, L.P. - EP Portfolio
File 021-316650
$0$0$0None listed on this filingEDGAR ↗
Mar 21, 2018 D/A
BlackRock Appreciation Strategy Fund, LLC
File 021-42905
$0$677,618$0McCutchen Group no CRD number reportedEDGAR ↗
Feb 8, 2018 D
BlackRock Co-Investment Fund V, L.P. - US Taxable Series
File 021-305164
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2018 D/A
RW Fund, LLC
File 021-171689
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2018 D/A
BRHF Custom, LLC
File 021-190148
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2017 D/A
FQR Alternatives II, L.P.
File 021-70290
$137,709$16,843$0McCutchen Group, LLC no CRD number reported
Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗		EDGAR ↗
Dec 12, 2017 D/A
1893 Fund, LLC
File 021-229843
$0$0$0None listed on this filingEDGAR ↗
Nov 22, 2017 D/A
Tamus ARS Fund LP
File 021-193417
$0$0$0None listed on this filingEDGAR ↗
Nov 22, 2017 D/A
William Fund, LLC
File 021-235461
$0$0$0None listed on this filingEDGAR ↗
Nov 22, 2017 D/A
Orange 2015 DisloCredit Fund, L.P.
File 021-246971
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2017 D/A
Q-BLK APPRECIATION FUND LP
File 021-74271
$0$199,922$0McCutchen Group no CRD number reportedEDGAR ↗
Oct 13, 2017 D/A
Belfry Fund, L.P. - Core Portfolio
File 021-272420
$0$0$0None listed on this filingEDGAR ↗
Sep 11, 2017 D/A
Caerus DT Fund, LLC
File 021-224346
$0$0$0None listed on this filingEDGAR ↗
Sep 11, 2017 D
SONJ Fund Alignment & Incentive Reform, L.P.
File 021-294357
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2017 D/A
Co-Investment Income Fund, L.P. - US Taxable Series
File 021-261437
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2017 D/A
Co-Investment Income Fund, L.P. - Non-US Series
File 021-261438
$0$0$0None listed on this filingEDGAR ↗
Nov 15, 2016 D
Co-Investment Income Fund, L.P. - US Tax Exempt Series
File 021-274475
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2015 D/A
SIGNATURE PORTFOLIO LLC
File 021-85345
$0$0$0None listed on this filingEDGAR ↗
Aug 12, 2015 D/A
BlackRock Tempus Fund, LLC
File 021-146614
$0$0$0None listed on this filingEDGAR ↗
May 21, 2015 D/A
BLACKROCK SELECT HEDGE I LP
File 021-129669
$6,151,505 (est.)$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Aug 6, 2014 D/A
BlackRock Co-Investment Fund IV, L.P. - US Taxable Series
File 021-210937
$0$0$0None listed on this filingEDGAR ↗
Jul 3, 2014 D/A
BlackRock Co-Investment Fund IV, L.P. - Z US Taxable Series
File 021-210939
$0$0$0None listed on this filingEDGAR ↗
Jul 2, 2014 D
BlackRock Co-Investment Fund IV, L.P. - US Tax Exempt Series
File 021-220260
$0$0$0None listed on this filingEDGAR ↗
Aug 31, 2012 D/A
BlackRock Co-Investment Fund III, L.P. - US Taxable Series
File 021-165338
$0$0$0None listed on this filingEDGAR ↗
Apr 13, 2012 D/A
Q-BLK ARS III, LLC
File 021-68438
$188,375$93,331$0McCutchen Group, LLC no CRD number reported
Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗		EDGAR ↗
Sep 2, 2011 D
BlackRock Co-Investment Fund III, L.P. - Z CRT Series
File 021-165339
$0$0$0None listed on this filingEDGAR ↗
Sep 2, 2011 D
BlackRock Co-Investment Fund III, L.P. - Z US Taxable Series
File 021-165340
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2011 D/A
BlackRock Asia Pacific Partners LLC
File 021-105278
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2011 D/A
BlackRock Multi-Manager Partners LLC
File 021-62284
$0$60,040$0HSBC Private Bank, a division of Bank USA, N.A. no CRD number reportedEDGAR ↗
Mar 15, 2011 D/A
BlackRock HPB Multi-Manager Partners, LLC
File 021-20105-NY
$0$0$0None listed on this filingEDGAR ↗
Aug 17, 2010 D/A
Q-BLK EQUITY EDGE PORTFOLIO L P
File 021-70289
$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 32

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

PQ
Pooled Investment Fund · group: Blackrock

Phoenix QLS Fund, Ltd.

Seattle, WA · Jul 13, 2016 → Jul 16, 2019 · 4 filings
  • Jul 16, 2019 · D/A · $288,555,566 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Jul 13, 2018 · D/A · $228,555,566 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Jul 13, 2017 · D/A · $228,555,566 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Jul 13, 2016 · D · $228,555,566 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗

Raised $358.6M from 1 investor as of the latest filing. Mark is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BF
Pooled Investment Fund · group: Blackrock

Belfry Fund, L.P. - EP Portfolio

Seattle, WA · Jul 12, 2018
  • Jul 12, 2018 · D · $14,000,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗

Raised $14M from 27 investors as of the latest filing. Mark is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BA
Pooled Investment Fund · group: Blackrock

BlackRock Appreciation Strategy Fund, LLC

Seattle, WA · Mar 15, 2010 → Mar 21, 2018 · 10 filings
  • Mar 21, 2018 · D/A · $4,038,779,817 sold of Indefinite · 358 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Nov 21, 2017 · D/A · $4,037,779,817 sold of Indefinite · 356 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 14, 2017 · D/A · $4,028,799,013 sold of Indefinite · 355 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 14, 2016 · D/A · $3,945,321,529 sold of Indefinite · 348 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 12, 2015 · D/A · $3,934,865,427 sold of Indefinite · 341 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 12, 2014 · D/A · $3,895,099,841 sold of Indefinite · 327 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Mar 12, 2013 · D/A · $3,876,453,435 sold of Indefinite · 316 investors · min. No minimum reported · role: Executive Officer, Promoter (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Mar 12, 2012 · D/A · $3,541,507,545 sold of Indefinite · 282 investors · min. $5,000,000 · role: Executive Officer, Promoter (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Mar 10, 2011 · D/A · $3,518,309,026 sold of Indefinite · 275 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the Managing Member and Investment Manager) EDGAR ↗
  • Mar 15, 2010 · D/A · $3,496,565,176 sold of Indefinite · 265 investors · min. $5,000,000 · role: Executive Officer (Managing Director of Investment Manager of Issuer) EDGAR ↗

Raised $4.05B from 472 investors as of the latest filing. Mark is listed as executive officer, promoter on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BC
Pooled Investment Fund · group: Blackrock

BlackRock Co-Investment Fund V, L.P. - US Taxable Series

Seattle, WA · Feb 8, 2018
  • Feb 8, 2018 · D · $102,600,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of Issuer's GP) EDGAR ↗

Raised $119.8M from 22 investors as of the latest filing. Mark 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.

RF
Pooled Investment Fund · group: Blackrock

RW Fund, LLC

Seattle, WA · Jan 12, 2012 → Jan 17, 2018 · 7 filings
  • Jan 17, 2018 · D/A · $230,050,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the Issuer) EDGAR ↗
  • Jan 17, 2017 · D/A · $190,050,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the Issuer) EDGAR ↗
  • Jan 14, 2016 · D/A · $190,050,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the Issuer) EDGAR ↗
  • Jan 14, 2015 · D/A · $190,050,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the Issuer) EDGAR ↗
  • Jan 14, 2014 · D/A · $125,050,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the Issuer) EDGAR ↗
  • Jan 14, 2013 · D/A · $100,050,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Jan 12, 2012 · D · $100,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

Raised $707.5M from 2 investors as of the latest filing. Mark is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BC
Pooled Investment Fund · group: Blackrock

BRHF Custom, LLC

Seattle, WA · Jan 14, 2013 → Jan 17, 2018 · 6 filings
  • Jan 17, 2018 · D/A · $192,941,171 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the Issuer) EDGAR ↗
  • Jan 17, 2017 · D/A · $190,906,171 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the Issuer) EDGAR ↗
  • Jan 14, 2016 · D/A · $181,781,171 sold of Indefinite · 37 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the Issuer) EDGAR ↗
  • Jan 14, 2015 · D/A · $163,737,245 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the Issuer) EDGAR ↗
  • Jan 14, 2014 · D/A · $141,801,854 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the Issuer) EDGAR ↗
  • Jan 14, 2013 · D · $101,432,915 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

Raised $192.9M from 39 investors as of the latest filing. Mark is listed as executive officer on 6 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.

FA
Pooled Investment Fund · group: Blackrock

FQR Alternatives II, L.P.

Seattle, WA · Apr 20, 2010 → Dec 19, 2017 · 9 filings
  • Dec 19, 2017 · D/A · $367,989,923 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Apr 17, 2017 · D/A · $360,114,923 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Apr 15, 2016 · D/A · $340,789,923 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Apr 15, 2015 · D/A · $334,529,923 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Apr 15, 2014 · D/A · $306,809,923 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Apr 15, 2013 · D/A · $268,092,923 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of Issuer) EDGAR ↗
  • Apr 13, 2012 · D/A · $255,837,923 sold of Indefinite · 44 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the Investment Manager of Issuer) EDGAR ↗
  • Apr 14, 2011 · D/A · $124,482,008 sold of Indefinite · 42 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the Investment Manager of Issuer) EDGAR ↗
  • Apr 20, 2010 · D/A · $98,289,490 sold of Indefinite · 15 investors · min. $5,000,000 · role: Executive Officer (Managing Director of Investment Manager of Issuer) EDGAR ↗

Raised $617.3M from 115 investors as of the latest filing. Mark is listed as executive officer on 9 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.

1F
Pooled Investment Fund · group: Blackrock

1893 Fund, LLC

Seattle, WA · Dec 10, 2014 → Dec 12, 2017 · 4 filings
  • Dec 12, 2017 · D/A · $50,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Dec 12, 2016 · D/A · $50,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Dec 10, 2015 · D/A · $50,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Dec 10, 2014 · D · $50,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗

Raised $50M from 2 investors as of the latest filing. Mark is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

WF
Pooled Investment Fund · group: Blackrock

William Fund, LLC

Seattle, WA · Mar 9, 2015 → Nov 22, 2017 · 4 filings
  • Nov 22, 2017 · D/A · $173,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 9, 2017 · D/A · $173,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 9, 2016 · D/A · $170,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 9, 2015 · D · $170,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗

Raised $243.2M from 1 investor as of the latest filing. Mark is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TA
Pooled Investment Fund · group: Blackrock

Tamus ARS Fund LP

Seattle, WA · Mar 15, 2013 → Nov 22, 2017 · 6 filings
  • Nov 22, 2017 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Mar 17, 2017 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Mar 17, 2016 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Mar 17, 2015 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Mar 17, 2014 · D/A · $266,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • Mar 15, 2013 · D · $235,276,909 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗

Raised $269.1M from 2 investors as of the latest filing. Mark is listed as executive officer on 6 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.

O2
Pooled Investment Fund · group: Blackrock

Orange 2015 DisloCredit Fund, L.P.

Seattle, WA · Sep 3, 2015 → Nov 22, 2017 · 5 filings
  • Nov 22, 2017 · D/A · $126,240,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Sep 11, 2017 · D/A · $126,240,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Sep 6, 2017 · D/A · $126,240,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Sep 6, 2016 · D/A · $126,240,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Sep 3, 2015 · D · $126,240,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗

Raised $126.2M from 2 investors as of the latest filing. Mark is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

QB
Pooled Investment Fund · group: Blackrock

Q-BLK APPRECIATION FUND LP

Seattle, WA · Mar 15, 2010 → Nov 21, 2017 · 9 filings
  • Nov 21, 2017 · D/A · $184,927,710 sold of Indefinite · 53 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 14, 2017 · D/A · $177,910,983 sold of Indefinite · 53 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 14, 2016 · D/A · $123,742,658 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 12, 2015 · D/A · $117,835,109 sold of Indefinite · 149 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 12, 2014 · D/A · $113,247,959 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 12, 2013 · D/A · $110,206,296 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 12, 2012 · D/A · $108,730,143 sold of Indefinite · 42 investors · min. $2,000,000 · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Mar 10, 2011 · D/A · $97,500,307 sold of Indefinite · 38 investors · min. $2,000,000 · role: Executive Officer (Managing Director of the Investment Manager) EDGAR ↗
  • Mar 15, 2010 · D/A · $92,053,301 sold of Indefinite · 36 investors · min. $2,000,000 · role: Executive Officer (Managing Director of Investment Manager of Issuer) EDGAR ↗

Raised $286.8M from 149 investors as of the latest filing. Mark is listed as executive officer on 9 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.

BF
Pooled Investment Fund · group: Blackrock

Belfry Fund, L.P. - Core Portfolio

Seattle, WA · Oct 13, 2016 → Oct 13, 2017 · 2 filings
  • Oct 13, 2017 · D/A · $35,775,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Oct 13, 2016 · D · $20,650,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗

Raised $52.9M from 75 investors as of the latest filing. Mark 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.

SF
Pooled Investment Fund · group: Blackrock

SONJ Fund Alignment & Incentive Reform, L.P.

Seattle, WA · Sep 11, 2017
  • Sep 11, 2017 · D · $505,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Investment Adviser) EDGAR ↗

Raised $605M from 2 investors as of the latest filing. Mark 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.

CD
Pooled Investment Fund · group: Blackrock

Caerus DT Fund, LLC

Seattle, WA · Sep 9, 2014 → Sep 11, 2017 · 4 filings
  • Sep 11, 2017 · D/A · $375,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Managing Member) EDGAR ↗
  • Sep 9, 2016 · D/A · $300,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Managing Member) EDGAR ↗
  • Sep 9, 2015 · D/A · $300,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Managing Member) EDGAR ↗
  • Sep 9, 2014 · D · $240,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Managing Member) EDGAR ↗

Raised $475.9M from 2 investors as of the latest filing. Mark is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund · group: Blackrock

Co-Investment Income Fund, L.P. - Non-US Series

Seattle, WA · Apr 15, 2016 → Aug 25, 2017 · 2 filings
  • Aug 25, 2017 · D/A · $10,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of Issuer's GP) EDGAR ↗
  • Apr 15, 2016 · D · $64,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of Issuer's GP) EDGAR ↗

Raised $64M from 6 investors as of the latest filing. Mark 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.

CI
Pooled Investment Fund · group: Blackrock

Co-Investment Income Fund, L.P. - US Taxable Series

Seattle, WA · Apr 15, 2016 → Aug 25, 2017 · 2 filings
  • Aug 25, 2017 · D/A · $35,725,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of Issuer's GP) EDGAR ↗
  • Apr 15, 2016 · D · $13,225,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of Issuer's GP) EDGAR ↗

Raised $35.7M from 15 investors as of the latest filing. Mark 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.

CI
Pooled Investment Fund · group: Blackrock

Co-Investment Income Fund, L.P. - US Tax Exempt Series

Seattle, WA · Nov 15, 2016
  • Nov 15, 2016 · D · $50,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of Issuer's GP) EDGAR ↗

Raised $50M from 1 investor as of the latest filing. Mark 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.

SP
Pooled Investment Fund · group: Blackrock

SIGNATURE PORTFOLIO LLC

Seattle, WA · Sep 15, 2010 → Sep 18, 2015 · 6 filings
  • Sep 18, 2015 · D/A · $67,704,915 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Sep 18, 2014 · D/A · $67,704,915 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Managing Director of Issuer's Investment Manager) EDGAR ↗
  • Sep 17, 2013 · D/A · $63,694,915 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of Issuer) EDGAR ↗
  • Sep 17, 2012 · D/A · $63,694,915 sold of Indefinite · 9 investors · min. $2,000,000 · role: Executive Officer (Managing Director of Investment Manager of Issuer) EDGAR ↗
  • Sep 15, 2011 · D/A · $63,694,915 sold of Indefinite · 9 investors · min. $2,000,000 · role: Director (Managing Director of Managing Member of Managing Member of Issuer) EDGAR ↗
  • Sep 15, 2010 · D/A · $63,694,915 sold of Indefinite · 9 investors · min. $2,000,000 · role: Director (Managing Director of Managing Member of Managing Member of Issuer) EDGAR ↗

Raised $67.7M from 11 investors as of the latest filing. Mark is listed as executive officer, director on 6 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.

BT
Pooled Investment Fund · group: Blackrock

BlackRock Tempus Fund, LLC

Seattle, WA · Aug 18, 2010 → Aug 12, 2015 · 6 filings
  • Aug 12, 2015 · D/A · $14,050,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Aug 12, 2014 · D/A · $14,050,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Aug 12, 2013 · D/A · $14,050,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of Issuer) EDGAR ↗
  • Aug 10, 2012 · D/A · $12,400,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the Investment Manager of Issuer) EDGAR ↗
  • Aug 17, 2011 · D/A · $12,400,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the Investment Manager of Issuer) EDGAR ↗
  • Aug 18, 2010 · D · $9,620,000 sold of Indefinite · 13 investors · min. $5,000,000 · role: Executive Officer (Managing Director of Investment Manager of Issuer) EDGAR ↗

Raised $14.1M from 17 investors as of the latest filing. Mark is listed as executive officer on 6 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.

BS
Pooled Investment Fund · group: Blackrock

BLACKROCK SELECT HEDGE I LP

New York, NY · May 23, 2013 → May 21, 2015 · 3 filings
  • May 21, 2015 · D/A · $346,154,617 sold of Indefinite · 587 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • May 23, 2014 · D/A · $346,154,617 sold of Indefinite · 587 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗
  • May 23, 2013 · D/A · $346,154,617 sold of Indefinite · 587 investors · min. $100,000 · role: Executive Officer (Managing Director of the Issuer's Investment Manager) EDGAR ↗

Raised $346.2M from 587 investors as of the latest filing. Mark is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BC
Pooled Investment Fund · group: Blackrock

BlackRock Co-Investment Fund IV, L.P. - US Taxable Series

Seattle, WA · Jan 29, 2014 → Aug 6, 2014 · 3 filings
  • Aug 6, 2014 · D/A · $296,205,000 sold of Indefinite · 70 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of Issuer's GP) EDGAR ↗
  • Jul 3, 2014 · D/A · $278,505,000 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of Issuer's GP) EDGAR ↗
  • Jan 29, 2014 · D · $143,480,000 sold of $400,000,000 · 17 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of managing member of Issuer's GP) EDGAR ↗

Raised $296.2M from 70 investors as of the latest filing. Mark is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BC
Pooled Investment Fund · group: Blackrock

BlackRock Co-Investment Fund IV, L.P. - Z US Taxable Series

Seattle, WA · Jan 29, 2014 → Jul 3, 2014 · 2 filings
  • Jul 3, 2014 · D/A · $75,000,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of Issuer's GP) EDGAR ↗
  • Jan 29, 2014 · D · $75,000,000 sold of $400,000,000 · 5 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of managing member of Issuer's GP) EDGAR ↗

Raised $75M from 5 investors as of the latest filing. Mark is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BC
Pooled Investment Fund · group: Blackrock

BlackRock Co-Investment Fund IV, L.P. - US Tax Exempt Series

Seattle, WA · Jul 2, 2014
  • Jul 2, 2014 · D · $44,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Managing Director of sole member of Issuer's GP) EDGAR ↗

Raised $44M from 4 investors as of the latest filing. Mark is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BC
Pooled Investment Fund · group: Blackrock

BlackRock Co-Investment Fund III, L.P. - US Taxable Series

Seattle, WA · Sep 2, 2011 → Aug 31, 2012 · 2 filings
  • Aug 31, 2012 · D/A · $28,725,000 sold of $300,000,000 · 33 investors · min. $5,000,000 · role: Executive Officer (Managing Director of Investment Adviser of Issuer) EDGAR ↗
  • Sep 2, 2011 · D · $17,250,000 sold of $300,000,000 · 7 investors · min. $5,000,000 · role: Executive Officer (Managing Director of Investment Adviser of Issuer) EDGAR ↗

Raised $28.7M from 33 investors (10% of the $300M target) as of the latest filing. Mark 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.

QB
Pooled Investment Fund · group: Blackrock

Q-BLK ARS III, LLC

Seattle, WA · Apr 16, 2010 → Apr 13, 2012 · 3 filings
  • Apr 13, 2012 · D/A · $375,469,587 sold of Indefinite · 44 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the Investment Manager of Issuer) EDGAR ↗
  • Apr 14, 2011 · D/A · $373,719,587 sold of Indefinite · 43 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the Investment Manager of Issuer) EDGAR ↗
  • Apr 16, 2010 · D/A · $373,208,744 sold of Indefinite · 42 investors · min. $5,000,000 · role: Executive Officer (Managing Director of Investment Manager of Issuer) EDGAR ↗

Raised $375.5M from 44 investors as of the latest filing. Mark 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.

BC
Pooled Investment Fund · group: Blackrock

BlackRock Co-Investment Fund III, L.P. - Z US Taxable Series

Seattle, WA · Sep 2, 2011
  • Sep 2, 2011 · D · $75,000,000 sold of $300,000,000 · 5 investors · min. $5,000,000 · role: Executive Officer (Managing Director of Investment Adviser of Issuer) EDGAR ↗

Raised $75M from 5 investors (25% of the $300M target) as of the latest filing. Mark 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.

BC
Pooled Investment Fund · group: Blackrock

BlackRock Co-Investment Fund III, L.P. - Z CRT Series

Seattle, WA · Sep 2, 2011
  • Sep 2, 2011 · D · $25,000,000 sold of $300,000,000 · 1 investors · min. $5,000,000 · role: Executive Officer (Managing Director of Investment Adviser of Issuer) EDGAR ↗

Raised $25M from 1 investor (8% of the $300M target) as of the latest filing. Mark 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.

BH
Pooled Investment Fund · group: Blackrock

BlackRock HPB Multi-Manager Partners, LLC

Seattle, WA · Mar 15, 2010 → Mar 15, 2011 · 2 filings
  • Mar 15, 2011 · D/A · $246,876,263 sold of Indefinite · 70 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the Managing Member and Investment Manager) EDGAR ↗
  • Mar 15, 2010 · D/A · $231,343,203 sold of Indefinite · 68 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the Managing Member and Investment Manager) EDGAR ↗

Raised $246.9M from 70 investors as of the latest filing. Mark 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.

BM
Pooled Investment Fund · group: Blackrock

BlackRock Multi-Manager Partners LLC

Seattle, WA · Mar 15, 2010 → Mar 15, 2011 · 2 filings
  • Mar 15, 2011 · D/A · $173,765,510 sold of Indefinite · 86 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the Managing Member and Investment Manager of Issuer) EDGAR ↗
  • Mar 15, 2010 · D/A · $163,237,765 sold of Indefinite · 81 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the Managing Member and Investment Manager of Issuer) EDGAR ↗

Raised $173.8M from 86 investors as of the latest filing. Mark 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.

BA
Pooled Investment Fund · group: Blackrock

BlackRock Asia Pacific Partners LLC

Seattle, WA · Mar 15, 2010 → Mar 15, 2011 · 2 filings
  • Mar 15, 2011 · D/A · $44,498,979 sold of Indefinite · 15 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the Managing Member and Investment Manager) EDGAR ↗
  • Mar 15, 2010 · D/A · $37,753,534 sold of Indefinite · 13 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the Managing Member and Investment Manager) EDGAR ↗

Raised $44.5M from 15 investors as of the latest filing. Mark 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.

QB
Pooled Investment Fund · group: Blackrock

Q-BLK EQUITY EDGE PORTFOLIO L P

Seattle, WA · Aug 17, 2010
  • Aug 17, 2010 · D/A · $82,523,675 sold of Indefinite · 19 investors · min. $5,000,000 · role: Executive Officer (Managing Director of Investment Manager of Issuer) EDGAR ↗

Raised $82.5M from 19 investors as of the latest filing. Mark 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.

People around Mark 26

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

BF
Management entity

BlackRock Financial Management, Inc.

Executive Officer, Promoter · 23 shared filings (13 issuers) · also on 19 other issuers

BlackRock Financial Management, Inc. is on 32 issuers in total — a repeat sponsor. Their page lists every one.

BA
Management entity

BlackRock Alternative Advisors (GenPar), LLC

Executive Officer, Promoter · 11 shared filings (6 issuers)

BlackRock Alternative Advisors (GenPar), LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

J. David Matter

Executive Officer · 109 shared filings (30 issuers) · also on 10 other issuers

J. David Matter is on 40 issuers in total — a repeat sponsor. Their page lists every one.

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

David Barenborg

Executive Officer · 109 shared filings (30 issuers) · also on 4 other issuers

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

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

Bart N. Cocales

Executive Officer · 97 shared filings (22 issuers) · also on 8 other issuers

Bart N. Cocales is on 30 issuers in total — a repeat sponsor. Their page lists every one.

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

Bryan K. White

Executive Officer · 75 shared filings (24 issuers) · also on 6 other issuers

Bryan K. White is on 30 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark Woolley

Executive Officer · 44 shared filings (20 issuers) · also on 21 other issuers

Mark Woolley is on 41 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Schwartz

Executive Officer · 33 shared filings (18 issuers) · also on 11 other issuers

Brian Schwartz is on 29 issuers in total — a repeat sponsor. Their page lists every one.

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

Nicholas Sideratos

Executive Officer · 28 shared filings (14 issuers) · also on 10 other issuers

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

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

Robert Meschi

Director · 12 shared filings (11 issuers) · also on 92 other issuers

Robert Meschi is on 103 issuers in total — a repeat sponsor. Their page lists every one.

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

Dennis Hunter

Director · 12 shared filings (11 issuers) · also on 111 other issuers

Dennis Hunter is on 122 issuers in total — a repeat sponsor. Their page lists every one.

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

Darren Stainrod

Director · 12 shared filings (11 issuers) · also on 108 other issuers

Darren Stainrod is on 119 issuers in total — a repeat sponsor. Their page lists every one.

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

Bryan J. Smith

Director · 12 shared filings (11 issuers) · also on 9 other issuers

Bryan J. Smith is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert S. Ellsworth

Executive Officer · 10 shared filings (6 issuers) · also on 11 other issuers

Robert S. Ellsworth is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

Howard P. Berkowitz

Executive Officer · 6 shared filings (3 issuers) · also on 2 other issuers

Howard P. Berkowitz is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Karla Bodden

Director · 4 shared filings (1 issuer) · also on 180 other issuers

Karla Bodden is on 181 issuers in total — a repeat sponsor. Their page lists every one.

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

Carol Reynolds

Director · 4 shared filings (1 issuer) · also on 68 other issuers

Carol Reynolds is on 69 issuers in total — a repeat sponsor. Their page lists every one.

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

Edward Rzeszowski

Executive Officer · 4 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Mark Everitt. Their page shows their other deals.

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

David Matter

Executive Officer · 4 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Mark Everitt. Their page shows their other deals.

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

Dave Barenborg

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Mark Everitt. Their page shows their other deals.

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

Sherrey L. Luetjen

Executive Officer · 1 shared filing (1 issuer) · also on 8 other issuers

Sherrey L. Luetjen is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Marie M. Bender

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mark Everitt. Their page shows their other deals.

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

Mark Wooley

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

Listed on the same filings as Mark Everitt. Their page shows their other deals.

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

Bryan Schwartz

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mark Everitt. Their page shows their other deals.

The team behind the deals

B
Sponsor group

Blackrock

79 issuers · 541 filings · $24.24B reported sold · 2009–2026

One team, 79 deal companies. Mark Everitt is listed on 31 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 Mark Everitt.

B
Sponsor group

Blackrock

67 issuers · 172 filings · $15.56B reported sold · 2009–2026

One team, 67 deal companies. Mark Everitt is listed on 1 of them.

Sources

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

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 14 of the 32 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Q-BLK APPRECIATION FUND LP, BlackRock Appreciation Strategy Fund, LLC, FQR Alternatives II, L.P., SIGNATURE PORTFOLIO LLC, BlackRock Tempus Fund, LLC, BLACKROCK SELECT HEDGE I LP, BlackRock Co-Investment Fund III, L.P. - US Taxable Series, Q-BLK ARS III, LLC, BlackRock Co-Investment Fund III, L.P. - Z US Taxable Series, BlackRock Co-Investment Fund III, L.P. - Z CRT Series, BlackRock HPB Multi-Manager Partners, LLC, BlackRock Multi-Manager Partners LLC, BlackRock Asia Pacific Partners LLC, Q-BLK EQUITY EDGE PORTFOLIO 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 Mark Everitt 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 32 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Mark Everitt is listed on: none on file. No website or social profile named in BlackRock Appreciation Strategy Fund, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #37,839 of 374,652 in line (1,381 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 (Seattle, WA). 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) ↗Washington Courts case search (dw.courts.wa.gov) ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

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

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