PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:51 AM ET

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Marshall Bartlett

Named as an officer, director or promoter on SEC Form D filings · MA, CA · May 10, 2010 → Mar 30, 2026

9deals (issuers)
$2.71Breported sold
103investors
11Form D filings
2010–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:21 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Marshall Bartlett is listed as an executive officer on 11 SEC Form D filings by 9 issuers between May 2010 and Mar 2026. Largest by amount reported sold: Fisher Lynch Co-Investment Partnership II, L.P. (Boston, MA — pooled investment fund — 2010; $1B reported sold to 2 investors), Fisher Lynch Co-Investment Partnership IV, L.P. (San Mateo, CA — pooled investment fund — 2019; $753.8M reported sold to 2 investors), Fisher Lynch Co-Investment Partnership III, L.P. (San Mateo, CA — pooled investment fund — 2016; $707M reported sold to 2 investors), FLC Co-Investment Fund V, LP (Burlingame, CA — pooled investment fund — 2022–2025; $246.1M reported sold to 97 investors), FLC Co-Investment Fund VI, LP (Burlingame, CA — pooled investment fund — 2026) and 4 more (all listed below).

What this means A repeat sponsor — 9 separate companies raised money with this person listed as executive officer, over about 16 years. Across those companies the filings report $2.71B sold in total.

Listed alongside Brett Fisher (11 shared filings), Leon Kuan (11 shared filings), Christopher Montclare (7 shared filings), Marcus Wood (6 shared filings), Anthony Limberis (4 shared filings) and 17 others.

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

All 9 issuers belong to the sponsor group Fisher Lynch (9 issuers, $2.71B reported sold, 2010–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Fisher Lynch has 9 companies on file and $2.71B reported sold in total — the group page shows the whole track record in one place.

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) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 11 public filings for Marshall Bartlett and found 9 differences, 2 worth asking the sponsor about: Paid seller listed without a CRD number: Active Capital Partners LLC; 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 Marshall Bartlett has not run yet — it is joining a line of 28,314 names; 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, 2:21 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 Marshall Bartlett..

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

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

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, 2:21 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.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

9 differences found between the filings for Marshall Bartlett — 2 worth asking about (compared 11 filings on Oct 24, 2026)

Note · Nov 7, 2023

Bankruptcy case: 9250 Big Horn Holdings, Inc. — filed Nov 7, 2023

United States Bankruptcy Court, E.D. California docket "9250 Big Horn Holdings, Inc." filed Nov 7, 2023 (Open). Big Horn Investment Fund, LP (related issuer) is listed as Party ("9250 Big Horn Holdings, Inc."). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, E.D. California ↗Big Horn Investment Fund, LP — PartnerFacts page ↗
Sources
Note · Aug 16, 2001 – Apr 7, 2003

Bankruptcy case: Kendall v. Chief Big Horn, Inc. — filed Aug 16, 2001

United States Bankruptcy Court, N.D. California docket "Kendall v. Chief Big Horn, Inc." filed Aug 16, 2001, closed Apr 7, 2003. Big Horn Investment Fund, LP (related issuer) is listed as Party ("Kendall v. Chief Big Horn, Inc."). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. California ↗Big Horn Investment Fund, LP — PartnerFacts page ↗
Sources
Note · Jan 9, 2014

Marshall Bartlett appears on 1 deal that stopped filing before reaching its target

Fisher Lynch Venture Fund III, L.P. (last filing Jan 9, 2014; $0 sold of $100,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Fisher Lynch Venture Fund III, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 21, 2022 – Apr 16, 2025

Paid seller listed without a CRD number: Active Capital Partners LLC — FLC Co-Investment Fund V, LP

Active Capital Partners LLC is listed as receiving sales compensation on 2 filings (Jul 21, 2022 to Apr 16, 2025) 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 · Apr 16, 2025 ↗BrokerCheck search: Active Capital Partners LLC ↗FLC Co-Investment Fund V, LP — PartnerFacts page ↗
Sources
Worth asking · Nov 1, 2022

Paid seller listed without a CRD number: Active Capital Partners LLC — FLC-QC Direct Fund, LP

Active Capital Partners LLC is listed as receiving sales compensation on 1 filing (Nov 1, 2022) 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 · Nov 1, 2022 ↗BrokerCheck search: Active Capital Partners LLC ↗FLC-QC Direct Fund, LP — PartnerFacts page ↗
Sources
Note · Jul 22, 2022 – Apr 16, 2025

No amendment in the last 12 months on an offering that may still be open — FLC Co-Investment Fund V, LP (latest filing Apr 16, 2025)

The latest filing for this offering is dated Apr 16, 2025 (first sale Jul 22, 2022). It reports $246,075,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Apr 16, 2025 ↗FLC Co-Investment Fund V, LP — PartnerFacts page ↗
Sources
Note · Apr 27, 2010 – May 10, 2010

No amendment in the last 12 months on an offering that may still be open — Fisher Lynch Co-Investment Partnership II, L.P. (latest filing May 10, 2010)

The latest filing for this offering is dated May 10, 2010 (first sale Apr 27, 2010). It reports $1,000,000,000 sold of $1,055,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · May 10, 2010 ↗Fisher Lynch Co-Investment Partnership II, L.P. — PartnerFacts page ↗
Sources
Note · Jul 21, 2022 – Apr 16, 2025

Address moved from San Mateo, CA to Burlingame, CA — FLC Co-Investment Fund V, LP

The people listed on the Jul 21, 2022 filing give San Mateo, CA; on the Apr 16, 2025 filing they give Burlingame, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Jul 21, 2022 ↗Form D/A · Apr 16, 2025 ↗FLC Co-Investment Fund V, LP — PartnerFacts page ↗
Sources
Note · May 10, 2010 – Mar 30, 2026

Marshall Bartlett is listed with 2 different address states: MA, CA

MA on 9 filings (May 10, 2010 to Mar 30, 2026); CA on 2 filings (Nov 7, 2016 to Apr 8, 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 · May 10, 2010 ↗Form D · Nov 7, 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. As of Oct 24, 2026.

5. Money to insiders

0 of 10 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 30, 2026 D
FLC Co-Investment Fund VI, LP
File 021-578371
$0$0$0 (est.)
The General Partner or an affiliate will receive a fee for management services. The fee will equal a percentage of the aggregate subscriptions of the Issuer's limited partners during the investment period and a percentage of invested capital thereafter.
None listed on this filingEDGAR ↗
Apr 16, 2025 D/A
FLC Co-Investment Fund V, LP
File 021-453314
$0$0$0 (est.)
The General Partner will receive a fee for management services. The fee will equal a percentage of the aggregate subscriptions of the Issuer's limited partners during the investment period and a percentage of invested capital thereafter.
Active Capital Partners LLC no CRD number reported
BA Securities, LLC BrokerCheck CRD 153489 ↗		EDGAR ↗
Jul 17, 2024 D
Big Horn Investment Fund, LP
File 021-518982
$0$0$0 (est.)
The General Partner will receive a fee for management services. The fee will equal a percentage of the invested capital.
None listed on this filingEDGAR ↗
Nov 1, 2022 D
FLC-QC Direct Fund, LP
File 021-463499
$0$0$0 (est.)
The General Partner will receive a fee for management services. The fee will equal a percentage of the invested capital
Active Capital Partners LLC no CRD number reported
BA Securities, LLC BrokerCheck CRD 153489 ↗		EDGAR ↗
Apr 8, 2019 D
Fisher Lynch Co-Investment Partnership IV, L.P.
File 021-336733
$0$0$0 (est.)
The General Partner will receive a fee for management services. The fee will equal a percentage of the aggregate subscriptions of the Issuer's limited partners during the investment period and a percentage of invested capital thereafter.
None listed on this filingEDGAR ↗
Nov 7, 2016 D
Fisher Lynch Co-Investment Partnership III, L.P.
File 021-273950
$0$0$0 (est.)
The General Partner will receive a fee for management services. The fee will equal a percentage of the aggregate subscriptions of the Issuer's limited partners during the investment period and a percentage of invested capital thereafter.
None listed on this filingEDGAR ↗
Jan 9, 2014 D
Fisher Lynch Venture Fund III, L.P.
File 021-209670
$0$0$0 (est.)
An affiliate of the General Partner will receive an investment advisory fee payable by the Issuer quarterly in advance. The investment advisory fee will generally be equal to a percentage of commitments as specified in the Issuer's partnership agreement.
None listed on this filingEDGAR ↗
Jan 3, 2012 D
Fisher Lynch Venture Fund III, L.P.
File 021-171072
$0$0$0 (est.)
An affiliate of the General Partner will receive an investment advisory fee payable by the Issuer quarterly in advance. The investment advisory fee will generally be equal to a percentage of commitments as specified in the Issuer's partnership agreement.
Kalorama Capital, LLC BrokerCheck CRD 104155 ↗EDGAR ↗
Apr 25, 2011 D
Fisher Lynch Venture Partnership II-A, L.P.
File 021-158857
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 10, 2010 D
Fisher Lynch Co-Investment Partnership II, L.P.
File 021-141746
$0$0$0 (est.)
The General Partner will receive a fee for management services. The fee will equal a percentage of the aggregate subscriptions of the Issuer's limited partners during the investment period and a percentage of invested capital thereafter.
None 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 9

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

FC
Pooled Investment Fund · group: Fisher Lynch

FLC Co-Investment Fund VI, LP

Burlingame, CA · Mar 30, 2026
  • Mar 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

FC
Pooled Investment Fund · group: Fisher Lynch

FLC Co-Investment Fund V, LP

Burlingame, CA · Jul 21, 2022 → Apr 16, 2025 · 2 filings
  • Apr 16, 2025 · D/A · $246,075,000 sold of Indefinite · 97 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 21, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $246.1M from 97 investors as of the latest filing. Marshall 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.

BH
Pooled Investment Fund · group: Fisher Lynch

Big Horn Investment Fund, LP

San Mateo, CA · Jul 17, 2024
  • Jul 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

FQ
Pooled Investment Fund · group: Fisher Lynch

FLC-QC Direct Fund, LP

San Mateo, CA · Nov 1, 2022
  • Nov 1, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

FL
Pooled Investment Fund · group: Fisher Lynch

Fisher Lynch Co-Investment Partnership IV, L.P.

San Mateo, CA · Apr 8, 2019
  • Apr 8, 2019 · D · $753,750,000 sold of $753,750,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $753.8M from 2 investors (100% of the $753.8M target) as of the latest filing. Marshall 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.

FL
Pooled Investment Fund · group: Fisher Lynch

Fisher Lynch Co-Investment Partnership III, L.P.

San Mateo, CA · Nov 7, 2016
  • Nov 7, 2016 · D · $707,000,000 sold of $707,000,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $707M from 2 investors (100% of the $707M target) as of the latest filing. Marshall 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.

FL
Pooled Investment Fund · group: Fisher Lynch

Fisher Lynch Venture Fund III, L.P.

San Mateo, CA · Jan 3, 2012 → Jan 9, 2014 · 2 filings
  • Jan 9, 2014 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Member of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Jan 3, 2012 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Member of the General Partner of the Issuer's General Partner) EDGAR ↗

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

FL
Pooled Investment Fund · group: Fisher Lynch

Fisher Lynch Venture Partnership II-A, L.P.

San Mateo, CA · Apr 25, 2011
  • Apr 25, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

FL
Pooled Investment Fund · group: Fisher Lynch

Fisher Lynch Co-Investment Partnership II, L.P.

Boston, MA · May 10, 2010
  • May 10, 2010 · D · $1,000,000,000 sold of $1,055,000,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1B from 2 investors (95% of the $1.05B target) as of the latest filing. Marshall 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 Marshall 22

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

FC
Management entity

FLC Co-Investment GP V, LLC

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

FG
Management entity

FLC GP III, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

FL
Management entity

Fisher Lynch GP III, L.P.

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

FC
Management entity

FLC Co-Investment GP II, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

FL
Management entity

Fisher Lynch GP II, L.P.

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

FG
Management entity

FLC GP II, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

FC
Management entity

FLC Co-Investment GP III, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

FC
Management entity

FLC Co-Investment GP IV, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

FQ
Management entity

FLC-QC Direct GP, LP

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

FB
Management entity

FLC Big Horn GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

FC
Management entity

FLC Co-Investment GP VI, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

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

Leon Kuan

Executive Officer · 11 shared filings (9 issuers)

Leon Kuan is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Brett Fisher

Executive Officer · 11 shared filings (9 issuers)

Brett Fisher is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Christopher Montclare

Executive Officer · 7 shared filings (6 issuers) · also on 4 other issuers

Christopher Montclare is on 10 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

Marcus Wood

Executive Officer · 6 shared filings (5 issuers)

Marcus Wood is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Linda Lynch

Executive Officer · 4 shared filings (3 issuers) · also on 3 other issuers

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

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

Anthony Limberis

Executive Officer · 4 shared filings (3 issuers) · also on 3 other issuers

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

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

Georganne Perkins

Executive Officer · 4 shared filings (3 issuers)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

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

Christopher Alfert

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Marshall Bartlett. Their page shows their other deals.

The team behind the deals

FL
Sponsor group

Fisher Lynch

9 issuers · 11 filings · $2.71B reported sold · 2010–2026

One team, 9 deal companies. Marshall Bartlett is listed on 9 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 Marshall Bartlett.

Same business address

12 other issuers file from the same address

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

Registrations and other filings

Adviser registration (Form ADV)

None of the 9 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

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 Marshall Bartlett 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 9 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Marshall Bartlett is listed on: none on file. No website or social profile named in Fisher Lynch Co-Investment Partnership II, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #361,767 of 374,652 in line (1,346 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 (Boston, MA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Massachusetts MassCourts ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

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

Business registries

Massachusetts Secretary of State business search ↗California Secretary of State business search ↗OpenCorporates ↗

Change history

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