Sponsor Check › Person
Related person on Form D filings · address states as listed: WI, IL, NY · listed Aug 22, 2019 → Oct 22, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: Oct 23, 2026, 11:01 PM ET
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 11:01 PM ET; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
None found in sources searched.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
27 of 39 offerings report sales commissions totalling $9,806,409; 1 reports finder's fees totalling $12,000; 2 report proceeds to related persons totalling $65,937. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 22, 2026 D/A File 021-561894 | $2,323,258 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Oct 16, 2026 D/A File 021-527237 | $96,414 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Oct 16, 2026 D/A File 021-527238 | $162,823 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Oct 9, 2026 D File 021-600779 | $50,000 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Aug 27, 2026 D File 021-595603 | $144,000 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Aug 13, 2026 D/A File 021-521510 | $369,868 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Aug 6, 2026 D/A File 021-520926 | $515,249 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Jul 31, 2026 D/A File 021-553481 | $407,577 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Jul 31, 2026 D/A File 021-553483 | $72,426 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Jul 10, 2026 D/A File 021-551222 | $5,700 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | May 7, 2026 D File 021-583197 | $209,572 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | May 5, 2026 D/A File 021-545267 | $128,019 | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | May 5, 2026 D/A File 021-545269 | $370,177 | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Mar 13, 2026 D File 021-576450 | $0 | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Feb 20, 2026 D/A File 021-505830 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 13, 2026 D/A File 021-505494 | $287,198 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Feb 4, 2026 D/A File 021-537254 | $126,843 | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Feb 4, 2026 D/A File 021-537256 | $306,286 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Jan 28, 2026 D File 021-571490 | $498,002 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Jan 16, 2026 D/A File 021-502525 | $295,000 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Jan 14, 2026 D File 021-569998 | $0 | $0 | $0 The Fund pays each Independent Manager a retainer of $10,000 per fiscal year. | None listed on this filing |
| EDGAR ↗ | Nov 26, 2025 D/A File 021-530652 | $177,000 (est.) | $0 | $0 The fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Nov 20, 2025 D/A File 021-196419 | $145,342 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Nov 20, 2025 D/A File 021-303943 | $22,812 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Nov 20, 2025 D/A File 021-323268 | $2,192,811 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Nov 20, 2025 D/A File 021-357729 | $211,350 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Nov 20, 2025 D/A File 021-395635 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 7, 2025 D/A File 021-496571 | $28,000 (est.) | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Oct 31, 2025 D File 021-562689 | $59,208 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Oct 31, 2025 D File 021-562692 | $476,474 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Aug 11, 2025 D/A File 021-521172 | $125,000 (est.) | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | None listed on this filing |
| EDGAR ↗ | Jul 11, 2025 D File 021-551445 | $0 | $0 | $45,937 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | None listed on this filing |
| EDGAR ↗ | Apr 9, 2025 D/A File 021-377877 | $0 | $0 | $0 The Fund pays each Independent Manager a retainer of $10,000 per fiscal year. | None listed on this filing |
| EDGAR ↗ | Apr 9, 2025 D/A File 021-452280 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 22, 2024 D/A File 021-222533 | $0 | $0 | $0 | First Trust Portfolios L.P. BrokerCheck CRD 28519 ↗ |
| EDGAR ↗ | Jul 12, 2024 D File 021-518645 | $0 | $0 | $0 The Fund pays each Independent Trustee a retainer of $10,000 per fiscal year. | None listed on this filing |
| EDGAR ↗ | Aug 9, 2022 D/A File 021-347195 | $0 | $12,000 | $0 | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via Gary Alan Cutson (CRD 6119195 ↗) |
| EDGAR ↗ | Jul 19, 2022 D/A File 021-347194 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 15, 2013 D File 021-204607 | $0 | $0 | $20,000 | Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗ |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | FT Ventures Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Oct 22, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $903,561,408 | 3884 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series A3 group: Ft Vest | Executive Officer President | Oct 16, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $14,360,000 | 115 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series A3 group: Ft Vest | Executive Officer President | Oct 16, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $23,386,962 | 165 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Prime Financial Master Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Oct 9, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $650,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Bolton Private Markets Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Aug 27, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $72,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Aaron Wealth Private Access Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Aug 13, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $430,985,000 | 61 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series A2 group: Ft Vest | Executive Officer President | Aug 6, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $72,284,045 | 465 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series B2 group: Ft Vest | Executive Officer President | Jul 31, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $142,604,195 | 814 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series B2 group: Ft Vest | Executive Officer President | Jul 31, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $20,638,000 | 179 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Rehmann Master Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Jul 10, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,878,978 | 75 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series A1 group: Ft Vest | Executive Officer President | May 7, 2026 | D | Indefinite similar: $500,000–$16,420,250 | $75,900,792 | 584 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series B1 group: Ft Vest | Executive Officer President | May 5, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $114,840,500 | 751 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series B1 group: Ft Vest | Executive Officer President | May 5, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $39,228,000 | 210 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Select I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Mar 13, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $75,324,712 | 101 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Target Outcome Fund 2024-1 LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Feb 20, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $22,320,000 | 80 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Enhanced Income Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Feb 13, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $51,362,000 | 91 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series A4 group: Ft Vest | Executive Officer President | Feb 4, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $36,108,850 | 328 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series A4 group: Ft Vest | Executive Officer President | Feb 4, 2026 | D/A | Indefinite similar: $500,000–$16,420,250 | $97,497,850 | 614 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series B4 group: Ft Vest | Executive Officer President | Jan 28, 2026 | D | Indefinite similar: $500,000–$16,420,250 | $124,500,590 | 846 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | CP Special Assets Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Jan 16, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $139,592,213 | 361 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund group: Ft Vest | Executive Officer President | Jan 14, 2026 | D | Indefinite similar: $500,000–$16,420,250 | $67,386,506 | 132 similar: 2–28 | $100,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Rising Dividend Achievers Total Return Fund group: Ft Vest | Executive Officer President | Nov 26, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $49,124,031 | 313 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Alternative Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager. | Nov 20, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $651,036,159 | 1182 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT OFFSHORE I LP group: Ft Vest | Executive Officer Chief Executive Officer of the Investment Manager of the Issuer | Nov 20, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $215,987,751 | 440 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund II LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 20, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $141,349,792 | 256 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Private Investment Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 20, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,051,110,153 | 5448 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Real Estate Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 20, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $354,650,576 | 719 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Park Shore Multi Asset Strategy Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Nov 7, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $60,720,000 | 56 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series B3 group: Ft Vest | Executive Officer President | Oct 31, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $119,118,600 | 767 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series B3 group: Ft Vest | Executive Officer President | Oct 31, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $14,802,000 | 99 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Ventures Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Oct 23, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $17,672,498 | 176 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series A3 group: Ft Vest | Executive Officer President | Oct 16, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $14,360,000 | 115 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series A3 group: Ft Vest | Executive Officer President | Oct 16, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $23,386,962 | 166 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Aaron Wealth Private Access Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Aug 14, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $207,745,000 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series A2 group: Ft Vest | Executive Officer President | Aug 11, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $34,256,565 | 120 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series A2 group: Ft Vest | Executive Officer President | Aug 7, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $72,284,045 | 492 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series B2 group: Ft Vest | Executive Officer President | Aug 1, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $20,638,000 | 168 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series B2 group: Ft Vest | Executive Officer President | Aug 1, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $142,604,195 | 731 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | First Trust Enhanced Private Credit Fund group: Ft Vest | Executive Officer President | Jul 11, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $69,132,450 | 384 similar: 2–28 | $50,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Rehmann Master Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Jul 10, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $1,200,000 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series B1 group: Ft Vest | Executive Officer President | May 6, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $114,840,500 | 630 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series B1 group: Ft Vest | Executive Officer President | May 5, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $39,228,000 | 214 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund (TEI) LLC group: Ft Vest | Executive Officer PRESIDENT | Apr 9, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $22,329,127 | 67 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund LLC group: Ft Vest | Executive Officer President | Apr 9, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $47,013,174 | 127 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Target Outcome Fund 2024-1 LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Feb 21, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $22,320,000 | 80 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Enhanced Income Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Feb 13, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $51,362,000 | 91 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series A4 group: Ft Vest | Executive Officer President | Feb 4, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $88,168,750 | 581 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series A4 group: Ft Vest | Executive Officer President | Feb 4, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $38,034,750 | 330 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | CP Special Assets Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Jan 16, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $100,305,334 | 316 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Vest Rising Dividend Achievers Total Return Fund group: Ft Vest | Executive Officer President | Nov 27, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $31,511,375 | 214 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | VCM Core Opportunities Fund LLC group: Ft Vest | Executive Officer CEO of First Trust Capital Management L.P., the Issuer's Manager | Nov 22, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $264,554,483 | 444 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Real Estate Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 22, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $306,811,576 | 642 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Private Investment Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 22, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,490,214,098 | 3211 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT OFFSHORE I LP group: Ft Vest | Executive Officer Chief Executive Officer of the Investment Manager of the Issuer | Nov 22, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $187,537,241 | 377 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Alternative Platform I LLC group: Ft Vest | Executive Officer Officer of the manager of First Trust Capital Management L.P., the issuer's manager. | Nov 22, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $617,913,522 | 1095 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund II LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 22, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $96,610,156 | 164 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Park Shore Multi Asset Strategy Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Nov 7, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $59,480,000 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series A3 group: Ft Vest | Executive Officer President | Oct 18, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $23,386,962 | 165 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series A3 group: Ft Vest | Executive Officer President | Oct 18, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $14,360,000 | 113 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Aaron Wealth Private Access Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Aug 14, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $123,265,000 | 47 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Vest Total Return Income Fund: Series A2 group: Ft Vest | Executive Officer President | Aug 12, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $34,256,565 | 120 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Income Fund: Series A2 group: Ft Vest | Executive Officer President | Aug 8, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $72,284,045 | 489 similar: 2–28 | $25,000 similar: $5,000–$100,000 |
| EDGAR ↗ | First Trust Enhanced Private Credit Fund group: Ft Vest | Executive Officer President | Jul 12, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $7,395,000 | 14 similar: 2–28 | $50,000 similar: $5,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund (TEI) LLC group: Ft Vest | Executive Officer PRESIDENT | Apr 10, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $20,884,127 | 62 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund LLC group: Ft Vest | Executive Officer President | Apr 10, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $45,318,174 | 122 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Target Outcome Fund 2024-1 LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Feb 22, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $22,320,000 | 80 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | FT Vest Hedged Equity Enhanced Income Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Feb 16, 2024 | D | Indefinite similar: $500,000–$16,420,250 | $26,862,000 | 76 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | CP Special Assets Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Jan 16, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $2,303,000 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | VCM Core Opportunities Fund LLC group: Ft Vest | Executive Officer CEO of First Trust Capital Management L.P., the Issuer's Manager | Nov 29, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $264,554,483 | 444 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund II LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 29, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $64,143,683 | 109 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Real Estate Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 29, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $262,447,588 | 567 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Private Investment Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 29, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,208,410,175 | 1964 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Alternative Platform I LLC group: Ft Vest | Executive Officer Officer of the manager of First Trust Capital Management L.P., the issuer's manager. | Nov 29, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $589,614,507 | 1028 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT OFFSHORE I LP group: Ft Vest | Executive Officer Chief Executive Officer of the Investment Manager of the Issuer | Nov 29, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $159,302,370 | 311 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Park Shore Multi Asset Strategy Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's Manager | Nov 6, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $4,700,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund (TEI) LLC group: Ft Vest | Executive Officer PRESIDENT | Jul 13, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,834,127 | 58 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund LLC group: Ft Vest | Executive Officer President | Jul 13, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $42,193,674 | 113 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund (TEI) LLC group: Ft Vest | Executive Officer PRESIDENT | Dec 7, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,640,453 | 55 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | FT OFFSHORE I LP group: Ft Vest | Executive Officer Chief Executive Officer of the Investment Manager of the Issuer | Nov 30, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $118,341,611 | 228 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Private Investment Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 29, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $961,087,314 | 1493 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Alternative Platform I LLC group: Ft Vest | Executive Officer Officer of the manager of First Trust Capital Management L.P., the issuer's manager. | Nov 29, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $533,931,899 | 924 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Real Estate Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 29, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $223,881,087 | 479 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund II LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 29, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $55,357,871 | 73 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | VCM Core Opportunities Fund LLC group: Ft Vest | Executive Officer CEO of First Trust Capital Management L.P., the Issuer's Manager | Nov 29, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $264,554,483 | 444 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CIRE Real Estate Investment Trust, LLC group: Cire | Executive Officer Manager of the Manager of Issuer | Aug 9, 2022 | D/A | Indefinite similar: $125,000–$125,000 | $77,154,749 | 250 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | CIRE OpCo I, LLC group: Cire | Executive Officer Manager of the Manager of Issuer | Jul 19, 2022 | D/A | Indefinite similar: $1,815,000–$10,000,000 | $232,043,171 | 169 similar: 7–33 | No minimum reported similar: $20,000–$50,000 |
| EDGAR ↗ | Destiny Alternative Fund LLC group: Ft Vest | Executive Officer President | Jul 14, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $40,450,000 | 108 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund (TEI) LLC group: Ft Vest | Executive Officer PRESIDENT | Jul 14, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $18,640,453 | 55 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | FT OFFSHORE I LP group: Ft Vest | Executive Officer Chief Executive Officer of the Investment Manager of the Issuer | Nov 30, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $77,730,478 | 161 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | VCM Core Opportunities Fund LLC group: Ft Vest | Executive Officer CEO of First Trust Capital Management L.P., the Issuer's Manager | Nov 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $264,554,483 | 444 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT OFFSHORE I LP group: Ft Vest | Executive Officer Chief Executive Officer of the Investment Manager of the Issuer | Nov 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $77,730,478 | 161 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Alternative Platform I LLC group: Ft Vest | Executive Officer Officer of the manager of First Trust Capital Management L.P., the issuer's manager. | Nov 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $459,775,234 | 808 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Real Estate Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $145,580,817 | 338 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FT Private Investment Platform I LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $759,288,452 | 1158 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund II LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $30,846,572 | 38 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Destiny Alternative Fund LLC group: Ft Vest | Executive Officer Chief Executive Officer of First Trust Capital Management L.P., the issuer's manager | Nov 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $37,945,000 | 101 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CIRE Real Estate Investment Trust, LLC group: Cire | Executive Officer Manager of the Manager of Issuer | Aug 9, 2021 | D/A | Indefinite similar: $125,000–$125,000 | $50,080,624 | 240 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | CIRE OpCo I, LLC group: Cire | Executive Officer Manager of the Manager of Issuer | Jul 20, 2021 | D/A | Indefinite similar: $1,815,000–$10,000,000 | $183,789,277 | 167 similar: 7–33 | No minimum reported similar: $20,000–$50,000 |
| EDGAR ↗ | CIRE Real Estate Investment Trust, LLC group: Cire | Executive Officer Manager of the Manager of Issuer | Aug 10, 2020 | D/A | Indefinite similar: $125,000–$125,000 | $44,237,830 | 206 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | CIRE OpCo I, LLC group: Cire | Executive Officer Manager of the Manager of Issuer | Jul 21, 2020 | D/A | Indefinite similar: $1,815,000–$10,000,000 | $128,105,135 | 142 similar: 7–33 | No minimum reported similar: $20,000–$50,000 |
| EDGAR ↗ | CIRE Real Estate Investment Trust, LLC group: Cire | Executive Officer Manager of the Manager of Issuer | Jan 30, 2020 | D/A | Indefinite similar: $125,000–$125,000 | $34,770,000 | 193 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | CIRE Real Estate Investment Trust, LLC group: Cire | Executive Officer Manager of the Manager of Issuer | Aug 22, 2019 | D | Indefinite similar: $125,000–$125,000 | $7,000,000 | 1 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | CIRE OpCo I, LLC group: Cire | Executive Officer Manager of the Manager of Issuer | Aug 22, 2019 | D | Indefinite similar: $1,815,000–$10,000,000 | $88,216,104 | 127 similar: 7–33 | No minimum reported similar: $20,000–$50,000 |
| EDGAR ↗ | INFINITY CORE ALTERNATIVE FUND group: Ft Vest | Executive Officer President | Oct 15, 2013 | D | Indefinite similar: $155,000–$5,250,000 | $19,505,000 | 10 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Pooled Investment Fund / 506(c) (8,096 filings); REITS and Finance / 506(b) (3,490 filings); Commercial / 506(b) (6,713 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.
Not linked to this profile — a second identifier (same issuer, same sponsor group) was not found. Could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as Michael Peck. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
Export this report as PDF (members · included free during the launch period)
No corrections have been requested for this page.
Free. Logged with status: received → under review → fixed / confirmed with source.
If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.
Members get an email when Michael Peck appears on a new Form D, or when a court case or SEC action is matched to them. See plans →