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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:56 AM ET

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Michael Stanton

Named as an officer, director or promoter on SEC Form D filings · NY · Sep 12, 2016 → Oct 19, 2026

388deals (issuers)
$30.85Breported sold
58,086investors
580Form D filings
2016–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Michael Stanton is listed as an executive officer and director on 580 SEC Form D filings by 388 issuers between Sep 2016 and Oct 2026. Largest by amount reported sold: iCapital Millennium Fund LP (New York, NY — pooled investment fund — 2023; $1.29B reported sold to 2,060 investors), Blue Owl Credit Income Corp. iCapital Offshore Access Fund SPC (New York, NY — pooled investment fund — 2022–2026; $1.23B reported sold to 2,191 investors), iCapital Infrastructure Investments Access Fund, L.P. (New York, NY — pooled investment fund — 2023–2026; $999.4M reported sold to 2,210 investors), iCapital-Blackstone SP IX US Access Fund, L.P. (New York, NY — pooled investment fund — 2021; $990M reported sold to 1,578 investors), AlphaKeys Infrastructure Investments Fund, L.P. (New York, NY — pooled investment fund — 2024–2026; $794.8M reported sold to 1,256 investors) and 383 more (all listed below).

What this means That is a lot of deals — 388 separate companies raised money with this person listed as executive officer and director, over about 10 years. Across those companies the filings report $34.01B sold in total.

Listed alongside iCapital PE GP, LLC, (291 shared filings, management entity), iCapital HF GP, LLC (107 shared filings, management entity), ICAPITAL ADVISORS, LLC (71 shared filings, management entity), ICAPITAL II GP, LLC (43 shared filings, management entity), Campbell Congdon (39 shared filings) and 50 others.

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

The issuers belong to 4 sponsor groups: Icapital (262 issuers, $44.94B reported sold, 2009–2026), Icapital (30 issuers, $3.45B reported sold, 2009–2026), Alphakeys (26 issuers, $3.04B reported sold, 2017–2026) and Icapital (35 issuers, $2.57B reported sold, 2019–2026).

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 (AZ, CA, DE, TX, WA) — 15 bankruptcy cases matching the name listed in Key records below.

What this means 15 records 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 580 public filings for Michael Stanton and found 3 differences, 1 worth asking the sponsor about: Form D filed 383 days after the first sale; 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 Michael Stanton has not run yet — it is joining a line of 1,912 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 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, 2:15 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: AZ, CA, DE, TX, WA (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 Michael Stanton..

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 are not covered.

3. Bankruptcies

15 cases: 15 closed (disposition not in docket feed)

Michael G. Stanton and Colleen A. Stanton closed
United States Bankruptcy Court, N.D. New York · No. 17-60238 · Filed Mar 8, 2017 · Closed Jul 11, 2017
Role of Michael G. Stanton and Colleen A. Stanton: Debtor · Outcome: Case closed 2017-07-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
Michael O. Stanton and Nicole P. Stanton closed
United States Bankruptcy Court, N.D. New York · No. 12-61662 · Filed Sep 7, 2012 · Closed Aug 1, 2014
Role of Michael O. Stanton and Nicole P. Stanton: Debtor · Outcome: Case closed 2014-08-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
MICHAEL J. STANTON and ALETA M. STANTON closed
United States Bankruptcy Court, D. Nevada · No. 10-52715 · Filed Jul 10, 2010 · Closed Oct 2, 2015
Role of MICHAEL J. STANTON and ALETA M. STANTON: Debtor · Outcome: Case closed 2015-10-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NV)
Michael Stanton and Thelma Stanton closed
United States Bankruptcy Court, E.D. New York · No. 8-10-70625 · Filed Jan 29, 2010 · Closed May 6, 2010
Role of Michael Stanton and Thelma Stanton: Debtor · Outcome: Case closed 2010-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
Michael S. Stanton and Cynthia S. Stanton closed
United States Bankruptcy Court, W.D. New York · No. 1-07-02811 · Filed Jul 12, 2007 · Closed Nov 27, 2007
Role of Michael S. Stanton and Cynthia S. Stanton: Debtor · Outcome: Case closed 2007-11-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
Michael J. Stanton and Lisa A. Stanton closed
United States Bankruptcy Court, N.D. New York · No. 02-65423 · Filed Sep 10, 2002 · Closed Jan 22, 2004
Role of Michael J. Stanton and Lisa A. Stanton: Debtor · Outcome: Case closed 2004-01-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
Michael Stanton and Colleen A. Stanton closed
United States Bankruptcy Court, N.D. New York · No. 02-64662 · Filed Aug 5, 2002 · Closed Mar 29, 2006
Role of Michael Stanton and Colleen A. Stanton: Debtor · Outcome: Case closed 2006-03-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
Michael W. Stanton and Michelle M. Blouin closed
United States Bankruptcy Court, W.D. New York · No. 2-01-23380 · Filed Sep 4, 2001 · Closed Apr 28, 2003
Role of Michael W. Stanton and Michelle M. Blouin: Debtor · Outcome: Case closed 2003-04-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
Michael J. Stanton closed
United States Bankruptcy Court, W.D. New York · No. 1-00-12023 · Filed Apr 18, 2000 · Closed Aug 21, 2000
Role of Michael J. Stanton: Debtor · Outcome: Case closed 2000-08-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
MICHAEL J. STANTON and TAMMY M. STANTON closed
United States Bankruptcy Court, D. Nevada · No. 00-12200 · Filed Mar 29, 2000 · Closed Jun 30, 2001
Role of MICHAEL J. STANTON and TAMMY M. STANTON: Debtor · Outcome: Case closed 2001-06-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NV)
Michael J. Stanton and Lisa A. Stanton closed
United States Bankruptcy Court, N.D. New York · No. 95-62974 · Filed Aug 22, 1995 · Closed Aug 14, 1996
Role of Michael J. Stanton and Lisa A. Stanton: Debtor · Outcome: Case closed 1996-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
Michael L. Stanton and Joelle S. Stanton closed
United States Bankruptcy Court, W.D. New York · No. 1-94-13451 · Filed Nov 29, 1994 · Closed Dec 4, 1996
Role of Michael L. Stanton and Joelle S. Stanton: Debtor · Outcome: Case closed 1996-12-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
Michael L. Stanton closed
United States Bankruptcy Court, N.D. New York · No. 94-14074 · Filed Nov 7, 1994 · Closed Mar 17, 1995
Role of Michael L. Stanton: Debtor · Outcome: Case closed 1995-03-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
Michael R. Stanton and Patricia A. Stanton closed
United States Bankruptcy Court, W.D. New York · No. 1-90-11666 · Filed Jun 4, 1990 · Closed Jul 16, 1993
Role of Michael R. Stanton and Patricia A. Stanton: Debtor · Outcome: Case closed 1993-07-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
Michael A. Stanton and Judith A. Stanton closed
United States Bankruptcy Court, W.D. New York · No. 2-89-21213 · Filed Jul 3, 1989 · Closed Nov 27, 1989
Role of Michael A. Stanton and Judith A. Stanton: Debtor · Outcome: Case closed 1989-11-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 143 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (NY)
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, 2:15 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

3 differences found between the filings for Michael Stanton — 1 worth asking about (compared the newest 50 of 580 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 1, 2025 – Oct 19, 2026

Form D filed 383 days after the first sale — iDirect Multi-Strategy Fund (International), Ltd.

The filing says the first sale was Oct 1, 2025. The Form D was filed Oct 19, 2026 — 383 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 368 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Sources
Note · Jan 31, 2024

Same name, different state: "Michael Stanton" (A6) is a separate record

This page covers filings where the address state is NY. A separate record, "Michael Stanton" with address state A6, is listed on 1 filing — most recently by Blackstone Real Estate Income Trust iCapital Canada Access Fund, L.P. (Jan 31, 2024). Both records have filings in the same period (Jan 31, 2024).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Mar 25, 2021 – Jul 7, 2022

4 address changes between filings

Address moved from Charlotte, NC to New York, NY — Corbin Pinehurst ASP Fund, a series of Alternative Strategies Platform, LLC · Address moved from Charlotte, NC to New York, NY — ABS Global Long Short ASP Fund, a series of Alternative Strategies Platform, LLC · Address moved from Charlotte, NC to New York, NY — Shannon River ASP Fund, a series of Alternative Strategies Platform, LLC · Address moved from Charlotte, NC to New York, NY — Marshall Wace Eureka ASP Fund, a series of Alternative Strategies Platform, LLC

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

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 580 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

16 of 390 offerings report sales commissions totalling $5,737,757; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Showing the 300 most recent of 390 offerings below; the counts and totals above cover all 390. The PDF export lists the same 300.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 19, 2026 D
File 021-601763
$0$0$0None listed on this filingEDGAR ↗
Oct 15, 2026 D
File 021-601418
$0$0$0Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗
via Citi Private Advisory LLC (CRD 153777 ↗)
EDGAR ↗
Oct 13, 2026 D/A
File 021-558445
$0 (est.)$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Oct 13, 2026 D/A
File 021-559046
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2026 D/A
File 021-494277
$0$0$0RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
EDGAR ↗
Sep 30, 2026 D/A
File 021-558756
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)

Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
EDGAR ↗
Sep 24, 2026 D/A
File 021-557300
$0 (est.)$0$0Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗EDGAR ↗
Sep 24, 2026 D/A
File 021-558550
$0$0$0None listed on this filingEDGAR ↗
Sep 23, 2026 D/A
File 021-521712
$0 (est.)$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Sep 23, 2026 D/A
File 021-342932
$0 (est.)$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Sep 22, 2026 D
File 021-598384
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Sep 22, 2026 D
File 021-598387
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Sep 14, 2026 D/A
File 021-555203
$0$0$0None listed on this filingEDGAR ↗
Sep 14, 2026 D/A
File 021-555361
$0 (est.)$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Sep 8, 2026 D/A
File 021-554798
$0$0$0None listed on this filingEDGAR ↗
Sep 3, 2026 D
File 021-596327
$0$0$0None listed on this filingEDGAR ↗
Aug 28, 2026 D/A
File 021-120906
$24,250 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Aug 28, 2026 D/A
File 021-132789
$14,605 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Aug 28, 2026 D/A
File 021-216440
$594,691 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Aug 28, 2026 D/A
File 021-216439
$144,045 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Aug 26, 2026 D
File 021-595413
$0$0$0Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗EDGAR ↗
Aug 24, 2026 D/A
File 021-511415
$0 (est.)$0$0RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
Morgan Stanley Wealth Management BrokerCheck CRD 149777 ↗
EDGAR ↗
Aug 24, 2026 D/A
File 021-554813
$0 (est.)$0$0Morgan Stanley Wealth Management BrokerCheck CRD 149777 ↗
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
EDGAR ↗
Aug 19, 2026 D/A
File 021-388836
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2026 D/A
File 021-554809
$0$0$0None listed on this filingEDGAR ↗
Aug 12, 2026 D
File 021-593976
$0$0$0None listed on this filingEDGAR ↗
Aug 10, 2026 D
File 021-593641
$0$0$0Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗
via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗)
EDGAR ↗
Aug 7, 2026 D/A
File 021-554473
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2026 D/A
File 021-454807
$0 (est.)$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Aug 6, 2026 D/A
File 021-446174
$0 (est.)$0$0UBS Financial Services Inc BrokerCheck CRD 8174 ↗EDGAR ↗
Aug 4, 2026 D
File 021-593055
$0$0$0Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗
via Citi Private Advisory LLC (CRD 153777 ↗)

MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
EDGAR ↗
Jul 23, 2026 D/A
File 021-552654
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)

Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗
via Citi Private Advisory, LLC (CRD 153777 ↗)
EDGAR ↗
Jul 23, 2026 D/A
File 021-552657
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)

Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗
via Citi Private Advisory, LLC (CRD 153777 ↗)
EDGAR ↗
Jul 20, 2026 D/A
File 021-504666
$0 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jul 15, 2026 D
File 021-590927
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 15, 2026 D
File 021-590918
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jul 14, 2026 D/A
File 021-471579
$0 (est.)$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Jul 9, 2026 D/A
File 021-465316
$0 (est.)$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Jul 9, 2026 D/A
File 021-518146
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2026 D/A
File 021-550903
$0$0$0Nuveen Securities, LLC BrokerCheck CRD 469 ↗EDGAR ↗
Jul 7, 2026 D/A
File 021-518271
$0$0$0None listed on this filingEDGAR ↗
Jul 6, 2026 D/A
File 021-517070
$0$0$0Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗
via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗)
EDGAR ↗
Jul 6, 2026 D/A
File 021-561660
$0$0$0None listed on this filingEDGAR ↗
Jul 1, 2026 D/A
File 021-517496
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2026 D/A
File 021-183200
$0$0$0None listed on this filingEDGAR ↗
Jun 23, 2026 D
File 021-588235
$0$0$0None listed on this filingEDGAR ↗
Jun 22, 2026 D/A
File 021-549891
$0$0$0None listed on this filingEDGAR ↗
Jun 22, 2026 D
File 021-588138
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2026 D/A
File 021-544191
$159,750 (est.)$0$0Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗EDGAR ↗
Jun 16, 2026 D/A
File 021-547337
$0$0$0None listed on this filingEDGAR ↗
Jun 2, 2026 D/A
File 021-126432
$0 (est.)$0 (est.)$0ACP Securities, LLC BrokerCheck CRD 139049 ↗
AMERICAN FUNDSTARS BrokerCheck CRD 315860 ↗
ARETE WEALTH MANAGEMENT, LLC BrokerCheck CRD 44856 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
CETERA FINANCIAL SPECIALISTS LLC BrokerCheck CRD 10358 ↗
COMMONWEALTH FINANCIAL NETWORK BrokerCheck CRD 08032 ↗
EMPIRE ASSET MANAGEMENT COMPANY BrokerCheck CRD 143007 ↗
JANNEY MONTGOMERY SCOTT LLC BrokerCheck CRD 463 ↗
MONEY CONCEPTS CAPITAL CORP BrokerCheck CRD 12963 ↗
PRIVATE CLIENT SERVICES, LLC BrokerCheck CRD 120222 ↗
RBC CAPITAL MARKETS, LLC BrokerCheck CRD 31194 ↗
STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗
SYNOVUS SECURITIES, INC. BrokerCheck CRD 14023 ↗
WILLIAM BLAIR BrokerCheck CRD 1252 ↗
EDGAR ↗
Jun 2, 2026 D/A
File 021-213524
$0 (est.)$0 (est.)$0ACP SECURITIES, LLC BrokerCheck CRD 139049 ↗
A.G.P. / ALLIANCE GLOBAL PARTNERS BrokerCheck CRD 8361 ↗
COMMONWEALTH FINANCIAL NETWORK BrokerCheck CRD 8032 ↗
Empire Asset Management Company BrokerCheck CRD 143007 ↗
Harbor Investment Advisory, LLC BrokerCheck CRD 151085 ↗
Janney Montgomery Scott, LLC BrokerCheck CRD 463 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
PRIVATE CLIENT SERVICES, LLC BrokerCheck CRD 120222 ↗
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
USCA SECURITIES LLC BrokerCheck CRD 103789 ↗
WILLIAM BLAIR BrokerCheck CRD 1252 ↗
EDGAR ↗
May 26, 2026 D/A
File 021-504668
$0$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
May 26, 2026 D/A
File 021-507917
$0$0$0None listed on this filingEDGAR ↗
May 26, 2026 D/A
File 021-513629
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
May 26, 2026 D/A
File 021-547232
$0$0$0None listed on this filingEDGAR ↗
May 22, 2026 D/A
File 021-547240
$0$0$0Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗EDGAR ↗
May 13, 2026 D
File 021-583900
$0$0$0Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗
via Citi Private Advisory LLC (CRD 153777 ↗)
EDGAR ↗
May 11, 2026 D/A
File 021-544718
$0$0$0None listed on this filingEDGAR ↗
May 11, 2026 D/A
File 021-512506
$0$0$0None listed on this filingEDGAR ↗
May 8, 2026 D/A
File 021-513610
$0$0$0None listed on this filingEDGAR ↗
May 7, 2026 D/A
File 021-513516
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
May 6, 2026 D
File 021-583071
$0$0$0None listed on this filingEDGAR ↗
May 5, 2026 D/A
File 021-512511
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
May 5, 2026 D/A
File 021-512510
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
May 4, 2026 D/A
File 021-479275
$0$0$0Northern Trust Securities, Inc. BrokerCheck CRD 7927 ↗EDGAR ↗
May 4, 2026 D/A
File 021-512508
$0$0$0None listed on this filingEDGAR ↗
May 1, 2026 D/A
File 021-288403
$0$0$0UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗EDGAR ↗
Apr 29, 2026 D
File 021-582308
$0$0$0Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗
via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗)
EDGAR ↗
Apr 27, 2026 D/A
File 021-510907
$0$0$0None listed on this filingEDGAR ↗
Apr 17, 2026 D
File 021-580969
$0$0$0None listed on this filingEDGAR ↗
Apr 17, 2026 D
File 021-580965
$0$0$0Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗
via Citi Private Alternatives, LLC (CRD 153777 ↗)
EDGAR ↗
Apr 15, 2026 D/A
File 021-510523
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 15, 2026 D/A
File 021-510526
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 15, 2026 D
File 021-580516
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Apr 9, 2026 D/A
File 021-483619
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2026 D/A
File 021-521709
$0$0$0None listed on this filingEDGAR ↗
Apr 9, 2026 D
File 021-579812
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Apr 8, 2026 D/A
File 021-279435
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2026 D
File 021-579450
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2026 D
File 021-579567
$0$0$0Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗
via Citi Private Advisory LLC (CRD 153777 ↗)
EDGAR ↗
Apr 7, 2026 D/A
File 021-494274
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Apr 3, 2026 D
File 021-578967
$0$0$0Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗EDGAR ↗
Mar 31, 2026 D/A
File 021-449639
$0$0$0None listed on this filingEDGAR ↗
Mar 30, 2026 D
File 021-578355
$0$0$0None listed on this filingEDGAR ↗
Mar 30, 2026 D
File 021-578338
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2026 D
File 021-577703
$0$0$0None listed on this filingEDGAR ↗
Mar 24, 2026 D/A
File 021-507822
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Mar 20, 2026 D
File 021-577198
$0$0$0None listed on this filingEDGAR ↗
Mar 19, 2026 D
File 021-577086
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2026 D
File 021-576769
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Mar 10, 2026 D/A
File 021-507915
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2026 D
File 021-576077
$0$0$0None listed on this filingEDGAR ↗
Mar 6, 2026 D/A
File 021-315025
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
EDGAR ↗
Mar 6, 2026 D/A
File 021-540747
$0$0$0None listed on this filingEDGAR ↗
Mar 3, 2026 D/A
File 021-538670
$0$0$0None listed on this filingEDGAR ↗
Mar 3, 2026 D/A
File 021-507910
$0$0$0Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗
via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗)
EDGAR ↗
Mar 3, 2026 D
File 021-575266
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2026 D/A
File 021-539711
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2026 D
File 021-572604
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2026 D
File 021-572539
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Feb 4, 2026 D
File 021-572294
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Feb 4, 2026 D
File 021-572291
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Feb 3, 2026 D/A
File 021-422622
$0$0$0None listed on this filingEDGAR ↗
Feb 2, 2026 D/A
File 021-470933
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Feb 2, 2026 D/A
File 021-504655
$0$0$0Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗
via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗)
EDGAR ↗
Jan 27, 2026 D/A
File 021-350872
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2026 D/A
File 021-504199
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jan 26, 2026 D/A
File 021-504202
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jan 16, 2026 D/A
File 021-91429
$379,465 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Jan 16, 2026 D/A
File 021-164898
$548,576 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Jan 16, 2026 D/A
File 021-233696
$526,018 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Jan 16, 2026 D/A
File 021-245873
$853,190 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Jan 16, 2026 D/A
File 021-292639
$93,765 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Jan 16, 2026 D/A
File 021-314125
$471,718 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Dec 29, 2025 D/A
File 021-501215
$0$0$0None listed on this filingEDGAR ↗
Dec 15, 2025 D/A
File 021-532073
$0$0$0Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗
via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗)
EDGAR ↗
Dec 8, 2025 D
File 021-566149
$0$0$0None listed on this filingEDGAR ↗
Dec 4, 2025 D
File 021-565763
$0 (est.)$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Nov 21, 2025 D/A
File 021-465346
$0$0$0Morgan Stanley Smith Barney, LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Nov 21, 2025 D
File 021-564784
$0 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Nov 21, 2025 D
File 021-564778
$0 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Nov 19, 2025 D
File 021-564387
$0$0$0None listed on this filingEDGAR ↗
Nov 17, 2025 D/A
File 021-211339
$750,249 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Nov 17, 2025 D/A
File 021-297099
$416,060 (est.)$0$0WELLS FARGO ADVISORS, LLC BrokerCheck CRD 19616 ↗EDGAR ↗
Nov 12, 2025 D
File 021-563691
$0$0$0None listed on this filingEDGAR ↗
Nov 10, 2025 D/A
File 021-473969
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Nov 7, 2025 D/A
File 021-462552
$0$0$0None listed on this filingEDGAR ↗
Nov 6, 2025 D
File 021-563327
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2025 D/A
File 021-496508
$0$0$0None listed on this filingEDGAR ↗
Oct 30, 2025 D/A
File 021-494101
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Oct 21, 2025 D/A
File 021-527534
$0 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Oct 21, 2025 D/A
File 021-527537
$0 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Oct 8, 2025 D
File 021-560130
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2025 D/A
File 021-526395
$0$0$0None listed on this filingEDGAR ↗
Oct 3, 2025 D
File 021-559724
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2025 D
File 021-559643
$0$0$0None listed on this filingEDGAR ↗
Oct 1, 2025 D/A
File 021-481137
$0$0$0None listed on this filingEDGAR ↗
Sep 30, 2025 D/A
File 021-489819
$0$0$0None listed on this filingEDGAR ↗
Sep 30, 2025 D/A
File 021-489196
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2025 D
File 021-558664
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Sep 24, 2025 D
File 021-558600
$0$0$0None listed on this filingEDGAR ↗
Sep 24, 2025 D
File 021-558604
$0$0$0None listed on this filingEDGAR ↗
Sep 19, 2025 D
File 021-558013
$0$0$0None listed on this filingEDGAR ↗
Sep 17, 2025 D
File 021-557788
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Sep 8, 2025 D/A
File 021-522114
$0$0$0None listed on this filingEDGAR ↗
Sep 3, 2025 D/A
File 021-453270
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Sep 3, 2025 D/A
File 021-457498
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Sep 2, 2025 D
File 021-556365
$0$0$0None listed on this filingEDGAR ↗
Sep 2, 2025 D
File 021-556385
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Sep 2, 2025 D
File 021-556382
$0$0$0None listed on this filingEDGAR ↗
Aug 28, 2025 D
File 021-556179
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2025 D
File 021-555292
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2025 D
File 021-554511
$0$0$0None listed on this filingEDGAR ↗
Aug 12, 2025 D/A
File 021-521406
$0$0$0None listed on this filingEDGAR ↗
Aug 7, 2025 D/A
File 021-515591
$0 (est.)$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Aug 7, 2025 D
File 021-553962
$0$0$0None listed on this filingEDGAR ↗
Aug 7, 2025 D
File 021-554056
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Aug 7, 2025 D
File 021-553928
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2025 D/A
File 021-521410
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2025 D/A
File 021-521411
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2025 D
File 021-553889
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2025 D
File 021-553804
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2025 D
File 021-553821
$0$0$0None listed on this filingEDGAR ↗
Aug 5, 2025 D/A
File 021-521403
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Aug 4, 2025 D
File 021-553581
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Jul 30, 2025 D
File 021-553218
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2025 D/A
File 021-516704
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2025 D
File 021-551618
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2025 D
File 021-551376
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Jul 9, 2025 D/A
File 021-477067
$0 (est.)$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Jul 8, 2025 D
File 021-550971
$0$0$0None listed on this filingEDGAR ↗
Jun 24, 2025 D
File 021-549647
$0$0$0None listed on this filingEDGAR ↗
Jun 24, 2025 D
File 021-549648
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Jun 18, 2025 D
File 021-549348
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Jun 12, 2025 D/A
File 021-516018
$0$0$0None listed on this filingEDGAR ↗
Jun 12, 2025 D
File 021-548857
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Jun 11, 2025 D/A
File 021-545776
$114,750 (est.)$0$0Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗EDGAR ↗
Jun 11, 2025 D
File 021-548641
$0$0$0None listed on this filingEDGAR ↗
Jun 10, 2025 D
File 021-548551
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2025 D/A
File 021-515633
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2025 D/A
File 021-545778
$209,750 (est.)$0$0Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗EDGAR ↗
Jun 4, 2025 D
File 021-548003
$0$0$0Morgan Stanley Smith Barney, LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Jun 4, 2025 D
File 021-548004
$0$0$0Morgan Stanley Smith Barney, LLC BrokerCheck CRD 149777 ↗EDGAR ↗
May 29, 2025 D
File 021-547456
$0$0$0None listed on this filingEDGAR ↗
May 27, 2025 D
File 021-547262
$0$0$0None listed on this filingEDGAR ↗
May 27, 2025 D
File 021-547133
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
May 20, 2025 D/A
File 021-545217
$0$0$0Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗EDGAR ↗
May 12, 2025 D/A
File 021-513941
$0$0$0None listed on this filingEDGAR ↗
May 12, 2025 D
File 021-545775
$0$0$0Wells Fargo Investment Institute, Inc. BrokerCheck CRD 133204 ↗EDGAR ↗
May 7, 2025 D
File 021-545450
$0$0$0Wells Fargo Investment Institute, Inc. BrokerCheck CRD 133204 ↗
via Wells Fargo Securities (CRD 17438 ↗)
EDGAR ↗
Apr 28, 2025 D
File 021-544622
$0$0$0Wells Fargo Investment Institute, Inc. BrokerCheck CRD 133204 ↗
via Wells Fargo Securities (CRD 17438 ↗)
EDGAR ↗
Apr 28, 2025 D
File 021-544623
$0$0$0Wells Fargo Investment Institute, Inc. BrokerCheck CRD 133204 ↗
via Wells Fargo Securities (CRD 17438 ↗)
EDGAR ↗
Apr 17, 2025 D
File 021-543950
$0$0$0None listed on this filingEDGAR ↗
Apr 17, 2025 D/A
File 021-510897
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2025 D
File 021-543816
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Apr 10, 2025 D/A
File 021-428671
$0$0$0WELLS FARGO CLEARING SERVICES, LLC BrokerCheck CRD 19616 ↗
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC BrokerCheck CRD 11025 ↗
EDGAR ↗
Apr 1, 2025 D
File 021-542663
$0$0$0None listed on this filingEDGAR ↗
Apr 1, 2025 D
File 021-542701
$0$0$0None listed on this filingEDGAR ↗
Mar 21, 2025 D
File 021-541668
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2025 D
File 021-540719
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Mar 13, 2025 D
File 021-540721
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Feb 25, 2025 D/A
File 021-490953
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2025 D/A
File 021-465323
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2025 D
File 021-536401
$0$0$0Bank of Singapore Limited and its affiliates no CRD number reportedEDGAR ↗
Jan 23, 2025 D/A
File 021-504191
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2025 D/A
File 021-504198
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2025 D
File 021-535723
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2025 D
File 021-535724
$0$0$0None listed on this filingEDGAR ↗
Jan 8, 2025 D/A
File 021-503344
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Jan 8, 2025 D/A
File 021-503346
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Dec 30, 2024 D/A
File 021-518024
$0$0$0UBS Financial Services Inc BrokerCheck CRD 8174 ↗EDGAR ↗
Dec 30, 2024 D/A
File 021-501214
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2024 D
File 021-533590
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2024 D
File 021-533121
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Dec 23, 2024 D
File 021-533122
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Dec 20, 2024 D/A
File 021-487883
$0$0$0Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗
via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗)
EDGAR ↗
Dec 20, 2024 D/A
File 021-464860
$0$0$0None listed on this filingEDGAR ↗
Dec 6, 2024 D
File 021-531270
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Dec 2, 2024 D
File 021-530863
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Dec 2, 2024 D
File 021-530864
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Dec 2, 2024 D
File 021-530830
$0$0$0None listed on this filingEDGAR ↗
Nov 26, 2024 D/A
File 021-498277
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Nov 19, 2024 D
File 021-529843
$0$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Nov 19, 2024 D
File 021-529846
$0$0$0None listed on this filingEDGAR ↗
Nov 7, 2024 D/A
File 021-496512
$0$0$0None listed on this filingEDGAR ↗
Nov 7, 2024 D/A
File 021-527988
$0$0$0None listed on this filingEDGAR ↗
Nov 7, 2024 D/A
File 021-464178
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Nov 6, 2024 D
File 021-528739
$0$0$0Morgan Stanley Smith Barney, LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Nov 5, 2024 D
File 021-528724
$0$0$0None listed on this filingEDGAR ↗
Oct 31, 2024 D/A
File 021-462826
$0$0$0Ardian BrokerCheck CRD 121326 ↗EDGAR ↗
Oct 31, 2024 D/A
File 021-484673
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Oct 30, 2024 D/A
File 021-480061
$0$0$0None listed on this filingEDGAR ↗
Oct 30, 2024 D
File 021-528113
$0$0$0Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗
Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗
EDGAR ↗
Oct 30, 2024 D/A
File 021-494087
$0$0$0None listed on this filingEDGAR ↗
Oct 17, 2024 D/A
File 021-489837
$0$0$0None listed on this filingEDGAR ↗
Oct 17, 2024 D
File 021-527123
$0 (est.)$0 (est.)$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Oct 10, 2024 D
File 021-526394
$0$0$0None listed on this filingEDGAR ↗
Oct 9, 2024 D/A
File 021-494271
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Sep 27, 2024 D/A
File 021-458020
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2024 D/A
File 021-458836
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2024 D/A
File 021-445930
$0$0$0None listed on this filingEDGAR ↗
Sep 4, 2024 D
File 021-523095
$0$0$0None listed on this filingEDGAR ↗
Aug 14, 2024 D
File 021-521437
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Aug 13, 2024 D/A
File 021-360630
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2024 D/A
File 021-482453
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Jul 29, 2024 D/A
File 021-311168
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2024 D/A
File 021-311164
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2024 D
File 021-519932
$0$0$0Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗EDGAR ↗
Jul 17, 2024 D
File 021-519024
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2024 D
File 021-517960
$0$0$0None listed on this filingEDGAR ↗
Jul 1, 2024 D
File 021-517492
$0$0$0None listed on this filingEDGAR ↗
Jun 14, 2024 D
File 021-516017
$0$0$0None listed on this filingEDGAR ↗
Jun 13, 2024 D
File 021-515927
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Jun 10, 2024 D/A
File 021-478701
$0$0$0None listed on this filingEDGAR ↗
Jun 10, 2024 D/A
File 021-482455
$0$0$0None listed on this filingEDGAR ↗
May 24, 2024 D/A
File 021-472389
$0$0$0None listed on this filingEDGAR ↗
May 24, 2024 D/A
File 021-378109
$0$0$0None listed on this filingEDGAR ↗
May 24, 2024 D/A
File 021-427096
$0$0$0None listed on this filingEDGAR ↗
May 24, 2024 D/A
File 021-429314
$0$0$0None listed on this filingEDGAR ↗
May 24, 2024 D/A
File 021-418947
$0$0$0None listed on this filingEDGAR ↗
May 24, 2024 D/A
File 021-444608
$0$0$0None listed on this filingEDGAR ↗
May 6, 2024 D
File 021-512497
$0$0$0None listed on this filingEDGAR ↗
May 6, 2024 D
File 021-512502
$0$0$0None listed on this filingEDGAR ↗
Apr 24, 2024 D/A
File 021-465327
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2024 D/A
File 021-453266
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Mar 18, 2024 D
File 021-507820
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Feb 7, 2024 D
File 021-504659
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2024 D
File 021-504663
$0$0$0None listed on this filingEDGAR ↗
Jan 31, 2024 D
File 021-504064
$0$0$0None listed on this filingEDGAR ↗
Jan 3, 2024 D
File 021-501356
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2023 D
File 021-501206
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2023 D
File 021-501212
$0$0$0None listed on this filingEDGAR ↗
Dec 7, 2023 D/A
File 021-420727
$0$0$0ROCKEFELLER FINANCIAL LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Dec 7, 2023 D/A
File 021-420728
$0$0$0ROCKEFELLER FINANCIAL LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Nov 28, 2023 D
File 021-498271
$0$0$0None listed on this filingEDGAR ↗
Nov 6, 2023 D
File 021-496511
$0$0$0None listed on this filingEDGAR ↗
Nov 2, 2023 D
File 021-496368
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2023 D/A
File 021-462828
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2023 D/A
File 021-453272
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2023 D/A
File 021-459485
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2023 D/A
File 021-461542
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2023 D/A
File 021-429315
$0$0$0None listed on this filingEDGAR ↗
Oct 17, 2023 D/A
File 021-421449
$0$0$0Morgan Stanley Smith Barney, LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Oct 12, 2023 D/A
File 021-447187
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2023 D/A
File 021-457491
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2023 D/A
File 021-446215
$0$0$0UBS Financial Services Inc. BrokerCheck CRD 8174 ↗EDGAR ↗
Sep 27, 2023 D/A
File 021-455401
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2023 D/A
File 021-455404
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2023 D/A
File 021-455894
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2023 D/A
File 021-455886
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2023 D/A
File 021-453584
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Sep 27, 2023 D
File 021-493160
$0$0$0Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Sep 27, 2023 D/A
File 021-460663
$0$0$0None listed on this filingEDGAR ↗
Sep 5, 2023 D/A
File 021-456720
$0$0$0None listed on this filingEDGAR ↗
Sep 5, 2023 D/A
File 021-456692
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Aug 29, 2023 D/A
File 021-449044
$0$0$0None listed on this filingEDGAR ↗
Aug 29, 2023 D/A
File 021-404376
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Raymond James Financial Services, Inc. BrokerCheck CRD 6694 ↗
Morgan Stanley Smith Barney, LLC BrokerCheck CRD 149777 ↗
EDGAR ↗
Aug 29, 2023 D/A
File 021-457481
$0$0$0Rockefeller Financial LLC BrokerCheck CRD 291361 ↗EDGAR ↗
Aug 22, 2023 D/A
File 021-470926
$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 388

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

Pooled Investment Fund

iDirect Multi-Strategy Fund (International), Ltd.

New York, NY · Oct 19, 2026
  • Oct 19, 2026 · D · $82,260,053 sold of Indefinite · 158 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

Raised $82.3M from 158 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Franklin

RedBird Legends iCapital Offshore Access Fund SPC

New York, NY · Oct 15, 2026
  • Oct 15, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital - Marathon Asset-Based Lending Access Fund IV, L.P.

New York, NY · Sep 29, 2025 → Oct 13, 2026 · 2 filings
  • Oct 13, 2026 · D/A · $32,030,000 sold of Indefinite · 65 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Sep 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $32M from 65 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital - RCG Ventures Fund VIII RCM Access Fund, L.P.

New York, NY · Sep 24, 2025 → Oct 13, 2026 · 2 filings
  • Oct 13, 2026 · D/A · $25,000,000 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Sep 24, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $25M from 44 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital Infrastructure Investments Access Fund, Ltd.

New York, NY · Oct 10, 2023 → Oct 2, 2026 · 4 filings
  • Oct 2, 2026 · D/A · $351,025,851 sold of Indefinite · 1,229 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗
  • Oct 7, 2025 · D/A · $276,967,564 sold of Indefinite · 977 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗
  • Oct 9, 2024 · D/A · $174,885,437 sold of Indefinite · 625 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Oct 10, 2023 · D · $29,037,601 sold of Indefinite · 123 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

Raised $351M from 1,229 investors as of the latest filing. Michael is listed as executive officer on 4 filings for this deal.

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.

Pooled Investment Fund

iCapital - Hamilton Lane Private Assets Offshore Access Fund SPC

New York, NY · Sep 25, 2025 → Sep 30, 2026 · 2 filings
  • Sep 30, 2026 · D/A · $53,256,711 sold of Indefinite · 144 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗
  • Sep 25, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

Raised $53.3M from 144 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

DPIP Denali Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · Sep 11, 2025 → Sep 24, 2026 · 2 filings
  • Sep 24, 2026 · D/A · $12,700,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member of the Issuer) EDGAR ↗
  • Sep 11, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member of the Issuer) EDGAR ↗

Raised $12.7M from 29 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Menlo

iCapital-Menlo Ventures AI & Inflection Access Fund, L.P.

New York, NY · Sep 24, 2025 → Sep 24, 2026 · 2 filings
  • Sep 24, 2026 · D/A · $35,795,000 sold of Indefinite · 156 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer.) EDGAR ↗
  • Sep 24, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer.) EDGAR ↗

Raised $35.8M from 156 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital Renaissance Strategies (RIEF), L.P.

New York, NY · Sep 10, 2025 → Sep 23, 2026 · 2 filings
  • Sep 23, 2026 · D/A · $63,268,085 sold of Indefinite · 96 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Sep 10, 2025 · D/A · $63,268,085 sold of Indefinite · 96 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $63.3M from 96 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital - EnCap Energy Capital XII Access Fund, L.P.

New York, NY · Aug 16, 2024 → Sep 23, 2026 · 3 filings
  • Sep 23, 2026 · D/A · $113,460,000 sold of Indefinite · 304 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 18, 2025 · D/A · $111,110,000 sold of Indefinite · 297 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 16, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $113.5M from 304 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pe Premier Valor

PE Premier Valor Equity Growth Strategies Offshore LP

New York, NY · Sep 22, 2026
  • Sep 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Pe Premier Valor

PE Premier Valor Equity Growth Strategies Onshore LP

New York, NY · Sep 22, 2026
  • Sep 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Apollo ABF, L.P.

New York, NY · Aug 19, 2025 → Sep 14, 2026 · 2 filings
  • Sep 14, 2026 · D/A · $101,575,625 sold of Indefinite · 93 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 19, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $101.6M from 93 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital - VK Global Opportunities Vintage IV Access Fund, L.P.

New York, NY · Aug 20, 2025 → Sep 14, 2026 · 2 filings
  • Sep 14, 2026 · D/A · $98,795,000 sold of Indefinite · 185 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 20, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $98.8M from 185 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Franklin

Constitution Capital Offshore Feeder Fund, SPC

New York, NY · Aug 14, 2025 → Sep 8, 2026 · 2 filings
  • Sep 8, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗
  • Aug 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Franklin

iCapital - Franklin Lexington Venture & Growth Access Fund SPC

New York, NY · Sep 3, 2026
  • Sep 3, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

Marshall Wace Eureka ASP Fund, a series of Alternative Strategies Platform, LLC

New York, NY · Aug 1, 2025 → Aug 28, 2026 · 2 filings
  • Aug 28, 2026 · D/A · $238,379,449 sold of Indefinite · 778 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Aug 1, 2025 · D/A · $237,099,449 sold of Indefinite · 770 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $238.4M from 778 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

Shannon River ASP Fund, a series of Alternative Strategies Platform, LLC

New York, NY · Aug 1, 2025 → Aug 28, 2026 · 2 filings
  • Aug 28, 2026 · D/A · $121,039,815 sold of Indefinite · 335 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Aug 1, 2025 · D/A · $121,039,815 sold of Indefinite · 335 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $121M from 335 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

ABS Global Long Short ASP Fund, a series of Alternative Strategies Platform, LLC

New York, NY · Aug 1, 2025 → Aug 28, 2026 · 2 filings
  • Aug 28, 2026 · D/A · $128,786,887 sold of Indefinite · 166 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Aug 1, 2025 · D/A · $128,336,887 sold of Indefinite · 165 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $128.8M from 297 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

Corbin Pinehurst ASP Fund, a series of Alternative Strategies Platform, LLC

New York, NY · Aug 1, 2025 → Aug 28, 2026 · 2 filings
  • Aug 28, 2026 · D/A · $381,627,106 sold of Indefinite · 459 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Aug 1, 2025 · D/A · $381,627,106 sold of Indefinite · 459 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $381.6M from 711 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

DPIP Matterhorn Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · Aug 26, 2026
  • Aug 26, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

EQPE iCapital Offshore Access Feeder SPC

New York, NY · Aug 14, 2025 → Aug 24, 2026 · 2 filings
  • Aug 24, 2026 · D/A · $71,721,453 sold of Indefinite · 79 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager) EDGAR ↗
  • Aug 14, 2025 · D · $11,060,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager) EDGAR ↗

Raised $71.7M from 79 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital-Carlyle Tactical Private Credit Access Fund (International), Ltd.

New York, NY · Apr 24, 2024 → Aug 24, 2026 · 3 filings
  • Aug 24, 2026 · D/A · $354,621,436 sold of Indefinite · 516 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗
  • Aug 18, 2025 · D/A · $273,692,681 sold of Indefinite · 411 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗
  • Apr 24, 2024 · D · $186,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗

Raised $354.6M from 516 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund

iCapital-Campbell Absolute Return Access Fund, L.P.

New York, NY · Mar 16, 2023 → Aug 19, 2026 · 4 filings
  • Aug 19, 2026 · D/A · $53,900,261 sold of Indefinite · 92 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 19, 2025 · D/A · $41,874,000 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 29, 2024 · D/A · $32,235,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Mar 16, 2023 · D/A · $29,650,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $53.9M from 92 investors as of the latest filing. Michael is listed as executive officer on 4 filings for this deal.

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.

Pooled Investment Fund

iCapital-26N Private Equity Partners, L.P.

New York, NY · Aug 14, 2025 → Aug 13, 2026 · 2 filings
  • Aug 13, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Franklin

iCapital - HPS Real Assets Lending Co LP Offshore Access Fund SPC

New York, NY · Aug 12, 2026
  • Aug 12, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital LS 13 Access Fund, L.P.

New York, NY · Aug 10, 2026
  • Aug 10, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - PALCO, L.P.

New York, NY · Aug 12, 2025 → Aug 7, 2026 · 2 filings
  • Aug 7, 2026 · D/A · $157,087,655 sold of Indefinite · 202 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 12, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $157.1M from 202 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

WMA Systematic Equity Alpha Long/Short Offshore Fund (iCapital), Ltd.

New York, NY · Aug 7, 2025 → Aug 6, 2026 · 2 filings
  • Aug 6, 2026 · D/A · $359,599,086 sold of Indefinite · 397 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗
  • Aug 7, 2025 · D/A · $262,503,522 sold of Indefinite · 314 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

Raised $359.6M from 397 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

WMA Systematic Equity Alpha Long/Short Onshore Fund (iCapital), L.P.

New York, NY · Sep 12, 2023 → Aug 6, 2026 · 3 filings
  • Aug 6, 2026 · D/A · $130,113,445 sold of Indefinite · 125 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 7, 2025 · D/A · $123,002,336 sold of Indefinite · 109 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Sep 12, 2023 · D/A · $66,008,414 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $130.1M from 125 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Franklin

iCapital-Franklin Blackhorse III Offshore Access Fund, L.P.

New York, NY · Aug 4, 2026
  • Aug 4, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Permira

iCapital-Permira IX Offshore Access Fund, L.P.

New York, NY · Jul 24, 2025 → Jul 23, 2026 · 2 filings
  • Jul 23, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jul 24, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Permira

iCapital-Permira IX Access Fund, L.P.

New York, NY · Jul 24, 2025 → Jul 23, 2026 · 2 filings
  • Jul 23, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jul 24, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital-PEG Evergreen Private Equity Offshore Fund SPC

New York, NY · Feb 7, 2024 → Jul 20, 2026 · 4 filings
  • Jul 20, 2026 · D/A · $414,142,072 sold of Indefinite · 224 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer.) EDGAR ↗
  • Jul 17, 2025 · D/A · $194,665,000 sold of Indefinite · 164 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Feb 7, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

Raised $414.1M from 224 investors as of the latest filing. Michael is listed as executive officer on 4 filings for this deal.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Point72 Turion, Ltd.

New York, NY · Jul 15, 2026
  • Jul 15, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Director of the Program Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Point72 Turion, L.P.

New York, NY · Jul 15, 2026
  • Jul 15, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

AlphaKeys Apollo Aligned Alternatives Fund, L.P.

New York, NY · Jul 15, 2025 → Jul 14, 2026 · 2 filings
  • Jul 14, 2026 · D/A · $512,818,994 sold of Indefinite · 1,041 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jul 15, 2025 · D/A · $433,615,960 sold of Indefinite · 917 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $512.8M from 1,041 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

IEQ Capital Access Fund- Bonaccord Fund II, L.P.

New York, NY · Jul 10, 2025 → Jul 9, 2026 · 2 filings
  • Jul 9, 2026 · D/A · $303,360,000 sold of Indefinite · 293 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jul 10, 2025 · D/A · $288,660,000 sold of Indefinite · 279 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $303.4M from 293 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

AlphaKeys SSP Fund, L.P.

New York, NY · Jul 10, 2025 → Jul 9, 2026 · 2 filings
  • Jul 9, 2026 · D/A · $207,176,853 sold of Indefinite · 368 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jul 10, 2025 · D/A · $169,207,373 sold of Indefinite · 317 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $207.2M from 368 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Churchill Secondaries

Churchill Secondaries Solutions II Access Fund, L.P.

New York, NY · Jul 8, 2025 → Jul 8, 2026 · 2 filings
  • Jul 8, 2026 · D/A · $13,100,000 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jul 8, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $13.1M from 36 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital-Carlyle Alpinvest Secondaries Fund VIII Access Fund, L.P.

New York, NY · Jul 10, 2024 → Jul 7, 2026 · 3 filings
  • Jul 7, 2026 · D/A · $31,044,000 sold of Indefinite · 92 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jul 8, 2025 · D/A · $29,744,000 sold of Indefinite · 89 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Jul 10, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $31M from 92 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital-Stone Ridge Energy Acquisition Fund III Access Fund, L.P.

New York, NY · Jul 6, 2026
  • Jul 6, 2026 · D/A · $13,540,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $13.5M from 48 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital PSG VI, L.P.

New York, NY · Jun 27, 2024 → Jul 6, 2026 · 3 filings
  • Jul 6, 2026 · D/A · $51,905,000 sold of Indefinite · 156 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of Issuer) EDGAR ↗
  • Jun 26, 2025 · D/A · $49,655,000 sold of Indefinite · 156 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Jun 27, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $51.9M from 156 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

Goldman Sachs Private Credit Corp. (iCapital) Access Offshore SPC

New York, NY · Jul 1, 2024 → Jul 1, 2026 · 3 filings
  • Jul 1, 2026 · D/A · $330,780,650 sold of Indefinite · 53 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Jul 1, 2025 · D/A · $112,410,378 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Jul 1, 2024 · D · $17,451,749 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of Issuer) EDGAR ↗

Raised $330.8M from 53 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Alkeon Growth Partners Fund LP

New York, NY · Jul 2, 2025 → Jun 30, 2026 · 2 filings
  • Jun 30, 2026 · D/A · $619,584,426 sold of Indefinite · 1,581 investors · min. $100,000 · role: Executive Officer (Director of the Program Manager) EDGAR ↗
  • Jul 2, 2025 · D/A · $586,442,209 sold of Indefinite · 1,507 investors · min. $100,000 · role: Executive Officer (Director of the Program Manager) EDGAR ↗

Raised $619.6M from 1,581 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital-Stone Ridge Energy Acquisition Fund III Offshore Access Fund, L.P.

New York, NY · Jun 23, 2026
  • Jun 23, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Monte Rosa Co-Investments US VI, L.P.

New York, NY · Jun 25, 2025 → Jun 22, 2026 · 2 filings
  • Jun 22, 2026 · D/A · $41,500,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jun 25, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $41.5M from 19 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital-KKR Next Generation Technology Growth IV Access Fund, L.P.

New York, NY · Jun 22, 2026
  • Jun 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

DPIP Raptor Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · Apr 22, 2025 → Jun 17, 2026 · 3 filings
  • Jun 17, 2026 · D/A · $34,370,000 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗
  • Jun 23, 2025 · D/A · $34,370,000 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗
  • Apr 22, 2025 · D · $34,370,000 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗

Raised $34.4M from 59 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund

iCapital-Flexstone GO V Global USD Access Fund, L.P.

New York, NY · May 28, 2025 → Jun 16, 2026 · 2 filings
  • Jun 16, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • May 28, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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(c) (8,096 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.

Pooled Investment Fund · group: Icapital

iCapital Multi-Strategy Fund, Ltd.

New York, NY · May 22, 2023 → Jun 2, 2026 · 4 filings
  • Jun 2, 2026 · D/A · $457,920,484 sold of Indefinite · 876 investors · min. $41,817 · role: Executive Officer (Authorized Signatory of the Investment Advisor of the Issuer) EDGAR ↗
  • Jun 4, 2025 · D/A · $411,504,887 sold of Indefinite · 771 investors · min. $41,817 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗
  • Jun 3, 2024 · D/A · $269,967,324 sold of Indefinite · 633 investors · min. $41,817 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗
  • May 22, 2023 · D/A · $101,859,749 sold of Indefinite · 221 investors · min. $41,817 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $457.9M from 876 investors as of the latest filing. Michael is listed as executive officer, director on 4 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital Multi-Strategy Fund, L.P.

New York, NY · May 22, 2023 → Jun 2, 2026 · 4 filings
  • Jun 2, 2026 · D/A · $545,061,156 sold of Indefinite · 1,397 investors · min. $20,000 · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jun 4, 2025 · D/A · $503,711,258 sold of Indefinite · 1,280 investors · min. $20,000 · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Jun 3, 2024 · D/A · $436,489,918 sold of Indefinite · 1,059 investors · min. $20,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗
  • May 22, 2023 · D/A · $270,888,752 sold of Indefinite · 368 investors · min. $20,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $545.1M from 1,397 investors as of the latest filing. Michael is listed as executive officer, director on 4 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Franklin

iCapital-JREIT Cayman Offshore Access Fund SPC

New York, NY · Feb 7, 2024 → May 26, 2026 · 4 filings
  • May 26, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • May 27, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • May 22, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Feb 7, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer on 4 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital - HPS Corporate Lending Offshore Access Fund SPC

New York, NY · Mar 18, 2024 → May 26, 2026 · 3 filings
  • May 26, 2026 · D/A · $431,168,030 sold of Indefinite · 313 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Feb 25, 2025 · D/A · $81,860,000 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗
  • Mar 18, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

Raised $431.2M from 313 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital-Blue Owl Real Estate Fund VII U.S. Access Fund, L.P.

New York, NY · May 27, 2025 → May 26, 2026 · 2 filings
  • May 26, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • May 27, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Franklin

North Haven Private Income iCapital Access Fund A SPC

New York, NY · May 17, 2024 → May 26, 2026 · 3 filings
  • May 26, 2026 · D/A · $60,867,657 sold of Indefinite · 452 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗
  • May 28, 2025 · D/A · $22,895,878 sold of Indefinite · 98 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗
  • May 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗

Raised $60.9M from 452 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

DPIP Hubble Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · May 27, 2025 → May 22, 2026 · 2 filings
  • May 22, 2026 · D/A · $21,875,000 sold of Indefinite · 33 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member of the Issuer) EDGAR ↗
  • May 27, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗

Raised $21.9M from 33 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Citi

PE West Street Asia Equity Partners I iCapital Offshore Feeder Fund Ltd.

New York, NY · May 13, 2026
  • May 13, 2026 · D · $29,203,376 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

Raised $29.2M from 23 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - 50 South PESOF V, L.P.

New York, NY · Apr 29, 2025 → May 11, 2026 · 2 filings
  • May 11, 2026 · D/A · $259,950,000 sold of Indefinite · 221 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Apr 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $259.9M from 221 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Vista

iCapital - Vista Equity Endeavor Fund III Access Fund, L.P.

New York, NY · May 11, 2026
  • May 11, 2026 · D/A · $28,625,000 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $28.6M from 57 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

Golub Capital Private Credit iCapital Offshore Access Fund SPC

New York, NY · May 17, 2024 → May 8, 2026 · 3 filings
  • May 8, 2026 · D/A · $209,359,717 sold of Indefinite · 446 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗
  • May 13, 2025 · D/A · $86,923,992 sold of Indefinite · 214 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗
  • May 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗

Raised $209.4M from 446 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys Infrastructure Investments Fund, L.P.

New York, NY · May 16, 2024 → May 7, 2026 · 4 filings
  • May 7, 2026 · D/A · $794,819,699 sold of Indefinite · 1,256 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • May 7, 2026 · D/A · $794,819,699 sold of Indefinite · 1,256 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • May 13, 2025 · D/A · $650,122,679 sold of Indefinite · 1,073 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • May 16, 2024 · D · $421,573,031 sold of Indefinite · 793 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $794.8M from 1,256 investors as of the latest filing. Michael is listed as executive officer on 4 filings for this deal.

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.

Pooled Investment Fund

iCapital - Marathon Asset-Based Lending Offshore Access Fund IV, L.P.

New York, NY · May 6, 2026
  • May 6, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/SSP Fund, Ltd.

New York, NY · May 5, 2025 → May 5, 2026 · 2 filings
  • May 5, 2026 · D/A · $51,764,552 sold of Indefinite · 91 investors · min. No minimum reported · role: Executive Officer (Director of the Program Manager of the Issuer) EDGAR ↗
  • May 5, 2025 · D/A · $9,273,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer (Director of the Program Manager of the Issuer) EDGAR ↗

Raised $51.8M from 91 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/SSP Fund LP

New York, NY · May 5, 2025 → May 5, 2026 · 2 filings
  • May 5, 2026 · D/A · $80,228,998 sold of Indefinite · 159 investors · min. No minimum reported · role: Executive Officer (Director of the Program Manager of the Issuer) EDGAR ↗
  • May 5, 2025 · D/A · $28,362,013 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Director of the Program Manager of the Issuer) EDGAR ↗

Raised $80.2M from 159 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Vista

iCapital - Vista Foundation Fund V Access Fund, L.P.

New York, NY · May 4, 2026
  • May 4, 2026 · D/A · $77,729,000 sold of Indefinite · 240 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $77.7M from 240 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

WM Alternatives Hudson Bay Onshore Feeder Fund L.P.

New York, NY · Apr 18, 2023 → May 4, 2026 · 4 filings
  • May 4, 2026 · D/A · $98,268,182 sold of Indefinite · 130 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • May 5, 2025 · D/A · $79,788,500 sold of Indefinite · 119 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • May 7, 2024 · D/A · $69,133,500 sold of Indefinite · 112 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Apr 18, 2023 · D · $56,608,500 sold of Indefinite · 87 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $98.3M from 130 investors as of the latest filing. Michael is listed as executive officer on 4 filings for this deal.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys Atlas Enhanced Fund, L.L.C.

New York, NY · May 1, 2026
  • May 1, 2026 · D/A · $92,883,675 sold of Indefinite · 371 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Member Designee of the Issuer) EDGAR ↗

Raised $297.3M from 678 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital Francisco Partners VIII Access Fund, L.P.

New York, NY · Apr 29, 2026
  • Apr 29, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - TradeLane Properties U.S. Industrial Fund III, L.P.

New York, NY · Apr 18, 2024 → Apr 27, 2026 · 3 filings
  • Apr 27, 2026 · D/A · $100,505,000 sold of Indefinite · 128 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Apr 14, 2025 · D/A · $87,205,002 sold of Indefinite · 104 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Apr 18, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $100.5M from 128 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Kkr

iCapital-KKR Next Generation Technology Growth IV (International) Access Fund, L.P.

New York, NY · Apr 17, 2026
  • Apr 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Citi

PERE Collection VII Onshore Fund, L.P.

New York, NY · Apr 17, 2026
  • Apr 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Advisor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Apollo Offshore Credit Strategies Access Fund Ltd

New York, NY · Apr 14, 2025 → Apr 15, 2026 · 2 filings
  • Apr 15, 2026 · D/A · $12,098,477 sold of Indefinite · 35 investors · min. No minimum reported · role: Director (Director of the Program Manager of the Issuer) EDGAR ↗
  • Apr 14, 2025 · D/A · $13,515,700 sold of Indefinite · 27 investors · min. No minimum reported · role: Director (Director of the Program Manager) EDGAR ↗

Raised $13.5M from 35 investors as of the latest filing. Michael is listed as director on 2 filings for this deal.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Apollo Credit Strategies Access Fund LP

New York, NY · Apr 14, 2025 → Apr 15, 2026 · 2 filings
  • Apr 15, 2026 · D/A · $12,295,624 sold of Indefinite · 24 investors · min. No minimum reported · role: Director (Director of the Program Manager of the Issuer) EDGAR ↗
  • Apr 14, 2025 · D/A · $18,888,624 sold of Indefinite · 19 investors · min. No minimum reported · role: Director (Director of the Program Manager of the Issuer) EDGAR ↗

Raised $18.9M from 24 investors as of the latest filing. Michael is listed as director on 2 filings for this deal.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/WMA Systematic Alpha Broad US Equity Return Onshore Fund LP

New York, NY · Apr 15, 2026
  • Apr 15, 2026 · D · $53,451,000 sold of Indefinite · 102 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $53.5M from 102 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital - Menlo Inflection IV RCM Access Fund, L.P.

New York, NY · Apr 9, 2026
  • Apr 9, 2026 · D · $102,000,000 sold of Indefinite · 369 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $102M from 369 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-WCM Partners Access Fund, L.P.

New York, NY · Apr 9, 2026
  • Apr 9, 2026 · D/A · $19,020,000 sold of Indefinite · 69 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $19M from 69 investors as of the latest filing. Michael is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Icapital Bridgewater

iCapital - Bridgewater Pure Alpha (International) Access Fund, L.P.

New York, NY · Apr 9, 2026
  • Apr 9, 2026 · D/A · $27,037,601 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $27M from 4 investors as of the latest filing. Michael is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Icapital Carlyle

iCapital-Carlyle Property Investors Access Fund, L.P.

New York, NY · Jul 12, 2023 → Apr 8, 2026 · 3 filings
  • Apr 8, 2026 · D/A · $85,852,000 sold of Indefinite · 260 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jul 12, 2024 · D/A · $81,218,000 sold of Indefinite · 241 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Jul 12, 2023 · D/A · $78,393,000 sold of Indefinite · 229 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $85.9M from 260 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Citi

PE B Capital Ascent III Access Fund, L.P.

New York, NY · Apr 8, 2026
  • Apr 8, 2026 · D · $33,165,235 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

Raised $33.2M from 30 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-Baillie Gifford Private Companies Fund III Access Fund, L.P.

New York, NY · Apr 8, 2026
  • Apr 8, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys EA Fund, L.P.

New York, NY · Oct 9, 2024 → Apr 7, 2026 · 2 filings
  • Apr 7, 2026 · D/A · $538,037,000 sold of Indefinite · 490 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Oct 9, 2024 · D/A · $378,650,000 sold of Indefinite · 269 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $538M from 490 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

DPIP Helix Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · Apr 3, 2026
  • Apr 3, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Blue Owl Credit Income Corp. iCapital Offshore Access Fund SPC

New York, NY · Apr 24, 2024 → Mar 31, 2026 · 2 filings
  • Mar 31, 2026 · D/A · $1,227,406,913 sold of Indefinite · 2,191 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗
  • Apr 24, 2024 · D/A · $311,310,359 sold of Indefinite · 747 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗

Raised $1.23B from 2,191 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital - THL X Access Fund, L.P.

New York, NY · Mar 30, 2026
  • Mar 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Icapital

EQIC iCapital Offshore Access Feeder SPC

New York, NY · Mar 30, 2026
  • Mar 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Leonard Green Buyout & GP-Led Secondaries, L.P.

New York, NY · Mar 25, 2026
  • Mar 25, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys EIL Fund, L.P.

New York, NY · Feb 24, 2025 → Mar 24, 2026 · 2 filings
  • Mar 24, 2026 · D/A · $128,607,000 sold of Indefinite · 142 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Feb 24, 2025 · D/A · $94,500,000 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $128.6M from 142 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

Ares Core Infrastructure Fund iCapital Offshore Access Fund SPC

New York, NY · Mar 20, 2026
  • Mar 20, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-WorldQuant Millennium SABER, L.P.

New York, NY · Mar 19, 2026
  • Mar 19, 2026 · D · $9,450,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $9.45M from 9 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Lexington Continuation Vehicle Investors Access Fund, L.P.

New York, NY · Mar 17, 2026
  • Mar 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Strategic Value Partners Special Situations VI Offshore Access Fund, L.P.

New York, NY · Mar 10, 2026
  • Mar 10, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - FPM Fund 2, LP

New York, NY · Mar 11, 2025 → Mar 10, 2026 · 2 filings
  • Mar 10, 2026 · D/A · $140,015,000 sold of Indefinite · 162 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Mar 11, 2025 · D/A · $75,860,000 sold of Indefinite · 96 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $140M from 162 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital Infrastructure Investments Access Fund, L.P.

New York, NY · Mar 14, 2024 → Mar 6, 2026 · 3 filings
  • Mar 6, 2026 · D/A · $831,873,256 sold of Indefinite · 2,154 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2025 · D/A · $861,081,512 sold of Indefinite · 2,070 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Mar 14, 2024 · D/A · $999,433,226 sold of Indefinite · 2,210 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $999.4M from 2,210 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund

iCapital-Sixth Street Sports & Live Entertainment Access Fund, L.P.

New York, NY · Mar 13, 2025 → Mar 6, 2026 · 2 filings
  • Mar 6, 2026 · D/A · $47,640,000 sold of Indefinite · 180 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Mar 13, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $47.6M from 180 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital LS Distressed 12 Fund, L.P.

New York, NY · Mar 6, 2025 → Mar 3, 2026 · 2 filings
  • Mar 3, 2026 · D/A · $88,662,500 sold of Indefinite · 232 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Mar 6, 2025 · D/A · $88,212,500 sold of Indefinite · 230 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $88.7M from 232 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

GC Long/Short LP

New York, NY · Feb 19, 2025 → Mar 3, 2026 · 2 filings
  • Mar 3, 2026 · D/A · $20,427,262 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Feb 19, 2025 · D · $10,100,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $20.4M from 43 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

Vintage X Secondaries Access (iCapital) LP

New York, NY · Mar 3, 2026
  • Mar 3, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-BPEA Fund IX Access Fund, L.P.

New York, NY · Mar 4, 2025 → Feb 27, 2026 · 2 filings
  • Feb 27, 2026 · D/A · $8,200,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Mar 4, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $8.2M from 7 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital-Strategic Value Partners Special Situations VI Access Fund, L.P.

New York, NY · Feb 5, 2026
  • Feb 5, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: H I G Infrastructure

Infrastructure Investments Onshore Feeder, L.P.

New York, NY · Feb 5, 2026
  • Feb 5, 2026 · D · $473,850,548 sold of Indefinite · 1,237 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $473.9M from 1,237 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Rrk

iCapital - RRK VII (USTE), L.P.

New York, NY · Feb 4, 2026
  • Feb 4, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Rrk

iCapital - RRK VII, L.P.

New York, NY · Feb 4, 2026
  • Feb 4, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Tpg

TPG AG MVP Offshore iCapital Access Fund, LP

New York, NY · Jan 2, 2024 → Feb 3, 2026 · 4 filings
  • Feb 3, 2026 · D/A · $7,313,302 sold of Indefinite · 27 investors · min. $100,000 · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • Feb 3, 2025 · D/A · $7,113,302 sold of Indefinite · 26 investors · min. $100,000 · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • May 14, 2024 · D/A · $7,113,302 sold of Indefinite · 26 investors · min. $100,000 · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • Jan 2, 2024 · D/A · $3,540,000 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

Raised $7.31M from 27 investors as of the latest filing. Michael is listed as executive officer on 4 filings for this deal.

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.

Pooled Investment Fund

iCapital - Millstreet Credit Access Fund, L.P.

New York, NY · Feb 7, 2024 → Feb 2, 2026 · 3 filings
  • Feb 2, 2026 · D/A · $70,619,000 sold of Indefinite · 168 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jan 31, 2025 · D/A · $42,819,000 sold of Indefinite · 116 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Feb 7, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $70.6M from 168 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys TCI Fund, L.P.

New York, NY · Mar 26, 2024 → Feb 2, 2026 · 2 filings
  • Feb 2, 2026 · D/A · $280,039,423 sold of Indefinite · 370 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Mar 26, 2024 · D/A · $75,575,000 sold of Indefinite · 125 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $280M from 370 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital U.S. Core Partners Access Fund, L.P.

New York, NY · Feb 6, 2024 → Jan 27, 2026 · 3 filings
  • Jan 27, 2026 · D/A · $80,020,944 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • Jan 27, 2025 · D/A · $65,645,944 sold of Indefinite · 41 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • Feb 6, 2024 · D/A · $40,700,000 sold of Indefinite · 37 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

Raised $80M from 57 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/E Fund LP

New York, NY · Jan 23, 2025 → Jan 26, 2026 · 2 filings
  • Jan 26, 2026 · D/A · $54,390,422 sold of Indefinite · 290 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jan 23, 2025 · D/A · $44,606,855 sold of Indefinite · 280 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $54.4M from 290 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/E Fund Ltd.

New York, NY · Jan 23, 2025 → Jan 26, 2026 · 2 filings
  • Jan 26, 2026 · D/A · $15,648,817 sold of Indefinite · 62 investors · min. No minimum reported · role: Executive Officer (Director of the Program Manager of the Issuer) EDGAR ↗
  • Jan 23, 2025 · D/A · $14,648,817 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Director of the Program Manager) EDGAR ↗

Raised $15.6M from 64 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

Kite Lake Special Opportunities ASP Fund, a series of Alternative Strategies Platform, LLC

New York, NY · Jan 15, 2025 → Jan 16, 2026 · 2 filings
  • Jan 16, 2026 · D/A · $59,699,015 sold of Indefinite · 242 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Jan 15, 2025 · D/A · $54,414,015 sold of Indefinite · 236 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $59.7M from 242 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

Principal Enhanced Property ASP Fund, a series of Alternative Strategies Real Estate Platform, LLC

New York, NY · Jan 15, 2025 → Jan 16, 2026 · 2 filings
  • Jan 16, 2026 · D/A · $314,728,217 sold of Indefinite · 541 investors · min. No minimum reported · role: Executive Officer (SENIOR VICE PRESIDENT OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Jan 15, 2025 · D/A · $314,728,217 sold of Indefinite · 541 investors · min. No minimum reported · role: Executive Officer (SENIOR VICE PRESIDENT OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $314.7M from 564 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

Angelo Gordon Partners Select ASP Fund, a series of Alternative Strategies Platform, LLC

New York, NY · Jan 15, 2025 → Jan 16, 2026 · 2 filings
  • Jan 16, 2026 · D/A · $285,347,391 sold of Indefinite · 865 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Jan 15, 2025 · D/A · $284,347,391 sold of Indefinite · 861 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $285.3M from 865 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

Canyon Balanced ASP Fund, a series of Alternative Strategies Platform, LLC

New York, NY · Jan 15, 2025 → Jan 16, 2026 · 2 filings
  • Jan 16, 2026 · D/A · $141,829,847 sold of Indefinite · 452 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Jan 15, 2025 · D/A · $141,492,347 sold of Indefinite · 451 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $141.8M from 458 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

GWL US Property ASP Fund, a series of Alternative Strategies Real Estate Platform, LLC

New York, NY · Jan 15, 2025 → Jan 16, 2026 · 2 filings
  • Jan 16, 2026 · D/A · $188,911,912 sold of Indefinite · 381 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Jan 15, 2025 · D/A · $188,911,912 sold of Indefinite · 381 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $188.9M from 484 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

Apollo Credit Strategies ASP Fund, a series of Alternative Strategies Platform, LLC

New York, NY · Jan 15, 2025 → Jan 16, 2026 · 2 filings
  • Jan 16, 2026 · D/A · $219,729,235 sold of Indefinite · 627 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Jan 15, 2025 · D/A · $217,235,235 sold of Indefinite · 613 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $219.7M from 627 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital-CFM Discus Access Fund, L.P.

New York, NY · Dec 30, 2024 → Dec 29, 2025 · 2 filings
  • Dec 29, 2025 · D/A · $14,622,570 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Dec 30, 2024 · D/A · $11,222,570 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $14.6M from 13 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital Millennium USA Access Fund II, LP

New York, NY · Dec 13, 2024 → Dec 15, 2025 · 2 filings
  • Dec 15, 2025 · D/A · $153,482,749 sold of Indefinite · 274 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Dec 13, 2024 · D · $153,252,000 sold of Indefinite · 272 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $153.5M from 274 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Wm Alternatives Blackstone

WM Alternatives Blackstone Strategic Partners X Feeder Fund L.P.

New York, NY · Dec 8, 2025
  • Dec 8, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital - MSD Hospitality Partners, L.P.

New York, NY · Dec 4, 2025
  • Dec 4, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Pe Premier

PE Premier BX Secondaries X Onshore Feeder L.P.

New York, NY · Nov 21, 2025
  • Nov 21, 2025 · D · $219,000,000 sold of Indefinite · 343 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $219M from 343 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Pe Premier

PE Premier BX Secondaries X Offshore Feeder L.P.

New York, NY · Nov 21, 2025
  • Nov 21, 2025 · D · $30,600,000 sold of Indefinite · 84 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $30.6M from 84 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: H I G Infrastructure

H.I.G. Infrastructure Partners Access Fund, L.P.

New York, NY · Nov 21, 2024 → Nov 21, 2025 · 2 filings
  • Nov 21, 2025 · D/A · $25,200,000 sold of Indefinite · 67 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Nov 21, 2024 · D/A · $20,950,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $25.2M from 67 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Big 4 Properties Founders Fund, L.P.

New York, NY · Nov 19, 2025
  • Nov 19, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

Graham Absolute Return ASP Fund, a series of Alternative Strategies Managed Futures & Commodities Platform, LLC

New York, NY · Nov 19, 2024 → Nov 17, 2025 · 2 filings
  • Nov 17, 2025 · D/A · $178,681,153 sold of Indefinite · 665 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Nov 19, 2024 · D/A · $172,904,153 sold of Indefinite · 641 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $178.7M from 665 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

Fortress Special Opportunities ASP Fund, a series of Alternative Strategies Platform, LLC

New York, NY · Nov 19, 2024 → Nov 17, 2025 · 2 filings
  • Nov 17, 2025 · D/A · $183,148,766 sold of Indefinite · 479 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗
  • Nov 19, 2024 · D/A · $183,148,766 sold of Indefinite · 479 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE MANAGING MEMBER) EDGAR ↗

Raised $183.1M from 493 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital-Harbinger Sports Partners Fund I Access Fund, L.P.

New York, NY · Nov 12, 2025
  • Nov 12, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Icapital

iCapital - BH Alpha Strategies Access Fund (Offshore), L.P.

New York, NY · Nov 10, 2025
  • Nov 10, 2025 · D/A · $32,038,451 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $32M from 107 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital - Pretium Single-Family Rental Fund III Access Fund, L.P.

New York, NY · Oct 20, 2023 → Nov 7, 2025 · 3 filings
  • Nov 7, 2025 · D/A · $11,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Nov 8, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Oct 20, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $11M from 3 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Sawgrass Investment, L.P.

New York, NY · Nov 6, 2025
  • Nov 6, 2025 · D · $46,600,000 sold of Indefinite · 80 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $46.6M from 80 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Ascendant Capital Fund II L.P.

New York, NY · Nov 7, 2024 → Nov 5, 2025 · 2 filings
  • Nov 5, 2025 · D/A · $228,480,000 sold of Indefinite · 275 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Nov 7, 2024 · D/A · $172,780,000 sold of Indefinite · 216 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $228.5M from 275 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital Access Fund LS, L.P.

New York, NY · Oct 6, 2023 → Oct 30, 2025 · 3 filings
  • Oct 30, 2025 · D/A · $148,095,000 sold of Indefinite · 373 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Oct 30, 2024 · D/A · $147,995,000 sold of Indefinite · 372 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Oct 6, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $148.8M from 377 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Jain Global Offshore Fund Ltd

New York, NY · Oct 22, 2024 → Oct 21, 2025 · 2 filings
  • Oct 21, 2025 · D/A · $134,921,758 sold of Indefinite · 348 investors · min. No minimum reported · role: Executive Officer (Director of the Program Manager of the Issuer) EDGAR ↗
  • Oct 22, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Director of the Program Manager of the Issuer) EDGAR ↗

Raised $134.9M from 348 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Morgan Stanley

HedgePremier/Jain Global Onshore Fund LP

New York, NY · Oct 22, 2024 → Oct 21, 2025 · 2 filings
  • Oct 21, 2025 · D/A · $130,097,952 sold of Indefinite · 311 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Oct 22, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $130.1M from 311 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

IEQ Capital Access Fund - BX GP Stakes I CV, L.P.

New York, NY · Oct 8, 2025
  • Oct 8, 2025 · D · $77,340,000 sold of Indefinite · 103 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $77.3M from 103 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital American Century Venture Fund II, L.P.

New York, NY · Oct 10, 2024 → Oct 7, 2025 · 2 filings
  • Oct 7, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Oct 10, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

BPEA Fund IX - iCapital Lux Access Fund

New York, NY · Oct 3, 2025
  • Oct 3, 2025 · D · $3,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

Raised $3M from 1 investor as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Wm Alternatives Kkr

WM Alternatives KKR North America XIV Feeder Fund L.P.

New York, NY · Oct 2, 2025
  • Oct 2, 2025 · D · $106,075,000 sold of Indefinite · 154 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $106.1M from 154 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Kkr

iCapital - KKR Diversified Core Infrastructure Access Fund, L.P.

New York, NY · May 8, 2023 → Oct 1, 2025 · 2 filings
  • Oct 1, 2025 · D/A · $13,000,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • May 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $13M from 12 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Clearlake

iCapital-Clearlake Capital Partners VIII (Offshore) Access Fund, L.P.

New York,, NY · Aug 15, 2023 → Sep 30, 2025 · 3 filings
  • Sep 30, 2025 · D/A · $34,628,919 sold of Indefinite · 157 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Oct 2, 2024 · D/A · $30,903,919 sold of Indefinite · 141 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Aug 15, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $34.6M from 157 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Clearlake

iCapital-Clearlake Capital Partners VIII Access Fund, L.P.

New York, NY · Oct 2, 2024 → Sep 30, 2025 · 2 filings
  • Sep 30, 2025 · D/A · $137,508,000 sold of Indefinite · 330 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Oct 2, 2024 · D/A · $126,908,000 sold of Indefinite · 315 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $137.5M from 330 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys Greenbriar Equity Fund VII, L.P.

New York, NY · Sep 25, 2025
  • Sep 25, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Kkr

iCapital-KKR North America XIV Access Fund, L.P.

New York, NY · Sep 24, 2025
  • Sep 24, 2025 · D · $42,650,000 sold of Indefinite · 168 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $42.6M from 168 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Kkr

iCapital-KKR North America XIV (International) Access Fund, L.P.

New York, NY · Sep 24, 2025
  • Sep 24, 2025 · D · $3,390,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $3.39M from 19 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - South Street Partners GP Fund II, L.P.

New York, NY · Sep 19, 2025
  • Sep 19, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $59.7M from 94 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys Millennium Fund II (Offshore), L.P.

New York, NY · Sep 17, 2025
  • Sep 17, 2025 · D · $106,914,250 sold of Indefinite · 260 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $106.9M from 260 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

EPQ LLC, PRME IX Series

Reno, NV · Sep 8, 2025
  • Sep 8, 2025 · D/A · $99,850,000 sold of Indefinite · 99 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Managing Member of the Issuer) EDGAR ↗

Raised $128.4M from 124 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-Sands Capital Global Innovation III Access Fund, L.P.

New York, NY · Sep 4, 2024 → Sep 3, 2025 · 2 filings
  • Sep 3, 2025 · D/A · $41,050,000 sold of Indefinite · 113 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Sep 4, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $41M from 113 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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(c) (8,096 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.

Pooled Investment Fund

iCapital-Sands Capital Global Innovation III (International) Access Fund, L.P.

New York, NY · Sep 4, 2024 → Sep 3, 2025 · 2 filings
  • Sep 3, 2025 · D/A · $9,700,000 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Sep 4, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $9.7M from 38 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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(c) (8,096 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.

Pooled Investment Fund

iCapital - Domain Entertainment II RCM Access Fund, L.P.

New York, NY · Sep 2, 2025
  • Sep 2, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - SLPE, L.P.

New York, NY · Sep 2, 2025
  • Sep 2, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $410.1M from 488 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Audax Senior Loan Tax-Exempt Fund, L.P.

New York, NY · Sep 2, 2025
  • Sep 2, 2025 · D · $11,850,000 sold of Indefinite · 37 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $55.9M from 130 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - DGNR Fund VII, L.P.

New York, NY · Aug 28, 2025
  • Aug 28, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Fortress Net Lease REIT Offshore Access Fund SPC

New York, NY · Aug 20, 2025
  • Aug 20, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Investment Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Stone Ridge Energy Acquisition Fund II Offshore Access Fund, L.P.

New York, NY · Aug 13, 2025
  • Aug 13, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Crescent

iCapital - Crescent Cove IV Access Fund, L.P.

New York, NY · Aug 13, 2024 → Aug 12, 2025 · 2 filings
  • Aug 12, 2025 · D/A · $27,550,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 13, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $27.6M from 24 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys Blackstone Life Sciences VI, L.P.

New York, NY · Aug 7, 2025
  • Aug 7, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys Jain Global Onshore Fund, L.P.

New York, NY · Jun 10, 2024 → Aug 7, 2025 · 2 filings
  • Aug 7, 2025 · D/A · $81,207,070 sold of Indefinite · 167 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Jun 10, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $81.2M from 167 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - BRP Secondary VI, L.P.

New York, NY · Aug 7, 2025
  • Aug 7, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - BRP Secondary VI (Offshore), L.P.

New York, NY · Aug 7, 2025
  • Aug 7, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Transformation Capital Fund IV, L.P.

New York, NY · Aug 6, 2025
  • Aug 6, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Hamilton Lane Infrastructure Opportunities II, L.P.

New York, NY · Aug 6, 2025
  • Aug 6, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Pathstone

Pathstone Private Equity Select 2024, LP

New York, NY · Aug 13, 2024 → Aug 6, 2025 · 2 filings
  • Aug 6, 2025 · D/A · $268,445,000 sold of Indefinite · 281 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 13, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $268.4M from 281 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Logos Opportunities Fund V, L.P.

New York, NY · Aug 6, 2025
  • Aug 6, 2025 · D · $23,925,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $23.9M from 23 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Pathstone

Pathstone Private Credit Opportunities 2024, LP

New York, NY · Aug 13, 2024 → Aug 6, 2025 · 2 filings
  • Aug 6, 2025 · D/A · $142,575,000 sold of Indefinite · 175 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 13, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $142.6M from 175 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys General Atlantic Investment Partners 2025 (Offshore), L.P.

New York, NY · Aug 13, 2024 → Aug 5, 2025 · 2 filings
  • Aug 5, 2025 · D/A · $51,915,000 sold of Indefinite · 104 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗
  • Aug 13, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $51.9M from 104 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

iCapital - CL Titan Aviation Opportunities (USTE) Access Fund, L.P.

New York, NY · Aug 4, 2025
  • Aug 4, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - Hollyport Secondary Opportunities IX (TE), L.P.

New York, NY · Jul 30, 2025
  • Jul 30, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Catalyst Co-Invest LLC, 2024 Series

New York, NY · Jul 21, 2025
  • Jul 21, 2025 · D/A · $22,750,000 sold of Indefinite · 92 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Managing Member) EDGAR ↗

Raised $22.8M from 92 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Abingworth Clinical Co-Development 3, L.P.

New York, NY · Jul 14, 2025
  • Jul 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $26.4M from 11 investors as of the latest filing. Michael is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Icapital

iCapital - CL Titan Aviation Opportunities Access Fund, L.P.

New York, NY · Jul 11, 2025
  • Jul 11, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys Global Infrastructure Partners V, L.P.

New York, NY · Jul 12, 2024 → Jul 9, 2025 · 2 filings
  • Jul 9, 2025 · D/A · $186,028,999 sold of Indefinite · 413 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Jul 12, 2024 · D/A · $121,885,000 sold of Indefinite · 287 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $186M from 413 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - 137 Ventures Fund VII, L.P.

New York, NY · Jul 8, 2025
  • Jul 8, 2025 · D · $26,000,000 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $26M from 25 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Greenoaks Fund 6, L.P.

New York, NY · Jun 24, 2025
  • Jun 24, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys Jain Global Offshore Fund, L.P.

New York, NY · Jun 24, 2025
  • Jun 24, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Hggc

HGGC Fund V Access Fund, L.P.

New York, NY · Jun 18, 2025
  • Jun 18, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Hggc

HGGC Fund V Offshore Access Fund, L.P.

New York, NY · Jun 12, 2025
  • Jun 12, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-PRISA III Access Fund, L.P.

New York, NY · Jun 14, 2024 → Jun 12, 2025 · 2 filings
  • Jun 12, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Jun 14, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

IEQ Capital Access Fund - GoodFinch Fund V, L.P.

New York, NY · Jun 11, 2025
  • Jun 11, 2025 · D · $14,050,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $14.1M from 19 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

DPIP Swipe Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · May 12, 2025 → Jun 11, 2025 · 2 filings
  • Jun 11, 2025 · D/A · $15,350,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗
  • May 12, 2025 · D · $15,350,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗

Raised $15.3M from 28 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Wm Alternatives Kkr

WM Alternatives KKR Global Infrastructure Investors V Feeder Fund L.P.

New York, NY · Jun 10, 2025
  • Jun 10, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Apogem Secondary Fund VII, L.P.

New York, NY · Jun 10, 2024 → Jun 9, 2025 · 2 filings
  • Jun 9, 2025 · D/A · $276,335,000 sold of Indefinite · 287 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Jun 10, 2024 · D · $48,430,000 sold of Indefinite · 70 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $276.3M from 287 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

DPIP Partners Group Access I Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · May 12, 2025 → Jun 9, 2025 · 2 filings
  • Jun 9, 2025 · D/A · $34,150,000 sold of Indefinite · 62 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗
  • May 12, 2025 · D · $34,150,000 sold of Indefinite · 62 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗

Raised $34.1M from 62 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Premier Project

Premier - (Project Como) Co-Invest Feeder, L.P.

New York, NY · Jun 4, 2025
  • Jun 4, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Premier Project

Premier - (Project Boardwalk) Co-Invest Feeder, L.P.

New York, NY · Jun 4, 2025
  • Jun 4, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - Pinegrove Opportunity I, L.P.

New York, NY · May 29, 2025
  • May 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - 137 Ventures Opportunity, L.P.

New York, NY · May 27, 2025
  • May 27, 2025 · D · $42,500,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

Raised $42.5M from 52 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys OrbiMed Global Private Investments, L.P.

New York, NY · May 27, 2025
  • May 27, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

DPIP Empire Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · May 5, 2025 → May 20, 2025 · 2 filings
  • May 20, 2025 · D/A · $27,350,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗
  • May 5, 2025 · D · $27,350,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗

Raised $27.4M from 40 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iDirect Multi-Strategy Fund, LLC

New York, NY · May 22, 2024 → May 12, 2025 · 2 filings
  • May 12, 2025 · D/A · $137,550,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Managing Member) EDGAR ↗
  • May 22, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Managing Member) EDGAR ↗

Raised $137.6M from 56 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital

DPIP Hawk Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · May 12, 2025
  • May 12, 2025 · D · $7,600,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗

Raised $7.6M from 14 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

DPIP Enovix Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · May 7, 2025
  • May 7, 2025 · D · $22,348,049 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗

Raised $22.3M from 36 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

DPIP Pinnacle Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · Apr 28, 2025
  • Apr 28, 2025 · D · $15,500,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗

Raised $15.5M from 26 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

DPIP Wolverine Series, a series of Alternative Strategies Direct Private Investment Program, LLC

New York, NY · Apr 28, 2025
  • Apr 28, 2025 · D · $13,900,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Managing Member) EDGAR ↗

Raised $13.9M from 19 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

EPQ LLC, Vulcan Note Series

New York, NY · Apr 17, 2025
  • Apr 17, 2025 · D/A · $6,545,000 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Managing Member of the Issuer) EDGAR ↗

Raised $6.54M from 51 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - BlackRock Secondaries II, L.P.

New York, NY · Apr 17, 2025
  • Apr 17, 2025 · D · $177,035,000 sold of Indefinite · 152 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $177M from 152 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-Avenue Sports Opportunities RCM Access Fund, L.P.

New York, NY · Apr 16, 2025
  • Apr 16, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund

iCapital Thoma Bravo Credit Fund II, L.P.

New York, NY · Mar 28, 2024 → Apr 10, 2025 · 2 filings
  • Apr 10, 2025 · D/A · $36,188,850 sold of Indefinite · 103 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • Mar 28, 2024 · D/A · $36,188,850 sold of Indefinite · 103 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

Raised $36.2M from 103 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

IEQ SPV - VY Space III, L.P.

New York, NY · Apr 1, 2025
  • Apr 1, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Stone Ridge Energy Acquisition Fund II Access Fund, L.P.

New York, NY · Apr 1, 2025
  • Apr 1, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - Hollyport Secondary Opportunities IX, L.P.

New York, NY · Mar 21, 2025
  • Mar 21, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Milestone

iCapital-Milestone Real Estate Investors VI RCM Access Fund, L.P.

New York, NY · Mar 13, 2025
  • Mar 13, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Milestone

iCapital-Milestone Real Estate Investors VI RCM (USTE) Access Fund, L.P.

New York, NY · Mar 13, 2025
  • Mar 13, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital - ICG Strategic Equity Fund V (USD) Access Fund, L.P.

New York, NY · Feb 25, 2025
  • Feb 25, 2025 · D/A · $263,716,000 sold of Indefinite · 611 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $263.7M from 611 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-EQT Infrastructure VI Access Fund, L.P.

New York, NY · Feb 6, 2025
  • Feb 6, 2025 · D/A · $12,650,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $12.7M from 9 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

BC 2025 Access Fund, L.P.

New York, NY · Jan 28, 2025
  • Jan 28, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

WM Alternatives NB Strategic Co-Investment Partners V Feeder Fund L.P.

New York, NY · Jan 23, 2025
  • Jan 23, 2025 · D/A · $119,568,000 sold of Indefinite · 200 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $119.6M from 200 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Fortress Credit Opportunities VI Access Fund, L.P.

New York, NY · Jan 23, 2025
  • Jan 23, 2025 · D/A · $50,505,000 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $50.5M from 107 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Hps

iCapital-HPS Strategic Investment Partners VI Access Fund, L.P.

New York, NY · Jan 21, 2025
  • Jan 21, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Hps

iCapital-HPS Strategic Investment Partners VI Offshore Access Fund, L.P.

New York, NY · Jan 21, 2025
  • Jan 21, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Berkshire

Berkshire Fund XI (International) Access Fund RJ, L.P.

New York, NY · Jan 24, 2024 → Jan 8, 2025 · 2 filings
  • Jan 8, 2025 · D/A · $11,750,000 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Jan 24, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $13.3M from 43 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Berkshire

Berkshire Fund XI Access Fund RJ, L.P.

New York, NY · Jan 24, 2024 → Jan 8, 2025 · 2 filings
  • Jan 8, 2025 · D/A · $57,875,000 sold of Indefinite · 132 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Jan 24, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $60.9M from 138 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys General Atlantic Investment Partners 2025, L.P.

New York, NY · Jul 9, 2024 → Dec 30, 2024 · 2 filings
  • Dec 30, 2024 · D/A · $33,400,000 sold of Indefinite · 73 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Jul 9, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $33.4M from 73 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Technology

iCapital Technology & Government PE International Fund II, L.P.

New York, NY · Dec 30, 2024
  • Dec 30, 2024 · D · $15,220,000 sold of Indefinite · 88 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $15.2M from 88 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital - Wellington Macro Strategies Access Fund, L.P.

New York, NY · Dec 30, 2024
  • Dec 30, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital - Millennium Drawdown Fund II, Ltd.

New York, NY · Dec 23, 2024
  • Dec 23, 2024 · D · $82,655,000 sold of Indefinite · 233 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer.) EDGAR ↗

Raised $82.8M from 233 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital - Millennium Drawdown Fund II, L.P.

New York, NY · Dec 23, 2024
  • Dec 23, 2024 · D · $237,195,000 sold of Indefinite · 356 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $238.1M from 358 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - SROA Capital IX (Parallel A), L.P.

New York, NY · Dec 20, 2024
  • Dec 20, 2024 · D/A · $178,290,000 sold of Indefinite · 241 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $178.3M from 241 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital StepStone Tactical Growth IV, L.P.

New York, NY · Dec 20, 2024
  • Dec 20, 2024 · D/A · $26,705,000 sold of Indefinite · 79 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $26.9M from 80 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Riverbend XI Access Fund, L.P.

New York, NY · Dec 6, 2024
  • Dec 6, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Court Square

Court Square Capital Partners V Access Fund, L.P.

New York, NY · Dec 2, 2024
  • Dec 2, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Court Square

Court Square Capital Partners V Offshore Access Fund, L.P.

New York, NY · Dec 2, 2024
  • Dec 2, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iDirect Private Credit Fund, L.P.

New York, NY · Dec 2, 2024
  • Dec 2, 2024 · D · $51,726,000 sold of Indefinite · 131 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $51.7M from 131 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital - NHF V Access Fund, L.P.

New York, NY · Nov 26, 2024
  • Nov 26, 2024 · D/A · $16,250,000 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $16.3M from 59 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Strategic Venture Capital Access Fund, L.P.

New York, NY · Nov 19, 2024
  • Nov 19, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $20.9M from 16 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Premier Casper Access Fund LP

New York, NY · Nov 19, 2024
  • Nov 19, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys Strategic Value Capital Solutions Fund II, L.P.

New York, NY · Nov 7, 2024
  • Nov 7, 2024 · D/A · $133,545,000 sold of Indefinite · 220 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of General Partner) EDGAR ↗

Raised $133.5M from 220 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Atlantic Park Strategic Capital Fund II, L.P.

New York, NY · Nov 6, 2023 → Nov 7, 2024 · 2 filings
  • Nov 7, 2024 · D/A · $123,605,000 sold of Indefinite · 113 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Nov 6, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $123.6M from 113 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

IEQ Capital Access Fund-DB Dino Co-Fund, L.P.

New York, NY · Oct 29, 2024 → Nov 7, 2024 · 2 filings
  • Nov 7, 2024 · D/A · $131,150,000 sold of Indefinite · 181 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Oct 29, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $131.2M from 181 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital-AP Voyager Co-Invest Access Fund, L.P.

New York, NY · Nov 6, 2024
  • Nov 6, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

T. Rowe Price OHA Select Private Credit Offshore Access Fund SPC

New York, NY · Nov 5, 2024
  • Nov 5, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of the Issuer) EDGAR ↗

Raised $39.5M from 9 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Eqt

iCapital ASF IX US Access Fund, L.P.

New York, NY · Oct 25, 2023 → Oct 31, 2024 · 2 filings
  • Oct 31, 2024 · D/A · $72,175,000 sold of Indefinite · 151 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Oct 25, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $72.2M from 151 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Milestone

iCapital-Milestone Real Estate Investors VI Access Fund, L.P.

New York, NY · Oct 31, 2024
  • Oct 31, 2024 · D/A · $76,490,000 sold of Indefinite · 186 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $76.5M from 186 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - S2 Real Estate Fund II, L.P.

New York, NY · Apr 26, 2023 → Oct 30, 2024 · 2 filings
  • Oct 30, 2024 · D/A · $50,875,000 sold of Indefinite · 86 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Apr 26, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $50.9M from 86 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Blue Owl Real Estate Net Lease Property Access Fund (A), LP

New York, NY · Oct 30, 2024
  • Oct 30, 2024 · D/A · $339,970,888 sold of Indefinite · 372 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $340M from 372 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Churchill

Churchill Co-Investment Partners II Offshore Access Fund, L.P.

New York, NY · Oct 30, 2024
  • Oct 30, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $38M from 141 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Monarch Capital Partners VI Access Fund, L.P.

New York, NY · Aug 15, 2023 → Oct 17, 2024 · 2 filings
  • Oct 17, 2024 · D/A · $52,749,000 sold of Indefinite · 154 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Aug 15, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $57.8M from 159 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Summit

Summit Partners Growth Equity XII Access (International), L.P.

New York, NY · Oct 17, 2024
  • Oct 17, 2024 · D · $13,285,000 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $13.3M from 57 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Wm Alternatives Blackstone

WM Alternatives Blackstone Capital Opportunities V Feeder Fund L.P.

New York, NY · Oct 10, 2024
  • Oct 10, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys Clearlake Capital Partners VIII, L.P.

New York, NY · Oct 9, 2024
  • Oct 9, 2024 · D/A · $74,025,000 sold of Indefinite · 180 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $74M from 180 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - New Mountain Net Lease II, L.P.

New York, NY · Sep 27, 2023 → Sep 27, 2024 · 2 filings
  • Sep 27, 2024 · D/A · $91,500,000 sold of Indefinite · 79 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Sep 27, 2023 · D/A · $88,500,000 sold of Indefinite · 74 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $91.5M from 79 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - BRP Secondary V, L.P.

New York, NY · Sep 27, 2023 → Sep 27, 2024 · 2 filings
  • Sep 27, 2024 · D/A · $609,425,000 sold of Indefinite · 516 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Sep 27, 2023 · D/A · $351,625,000 sold of Indefinite · 295 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $609.4M from 516 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital-POF V Access Fund, L.P.

New York, NY · Sep 27, 2023 → Sep 27, 2024 · 2 filings
  • Sep 27, 2024 · D/A · $35,050,000 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗
  • Sep 27, 2023 · D/A · $14,725,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $35M from 106 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund

iCapital-Trident X Access Fund, L.P.

New York, NY · Sep 4, 2024
  • Sep 4, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Alphakeys

AlphaKeys TCI Fund (Offshore), L.P.

New York, NY · Aug 14, 2024
  • Aug 14, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Eagle - Hawk Ridge Access Fund, L.P.

New York, NY · Aug 13, 2024
  • Aug 13, 2024 · D/A · $110,971,314 sold of Indefinite · 223 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $111M from 223 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Apollo

iCapital - Apollo / Athene Dedicated Investment Program II Access Fund, L.P.

New York, NY · Jul 30, 2024
  • Jul 30, 2024 · D/A · $84,416,999 sold of Indefinite · 163 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $84.4M from 163 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Stars Access Fund II, L.P.

New York, NY · Jul 29, 2024
  • Jul 29, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Pimco Tactical

iCapital PIMCO Tactical Opportunities Onshore Access Fund L.P.

New York, NY · Jul 29, 2024
  • Jul 29, 2024 · D/A · $25,634,211 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $25.6M from 42 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Pimco Tactical

iCapital PIMCO Tactical Opportunities Offshore Access Fund L.P.

New York, NY · Jul 29, 2024
  • Jul 29, 2024 · D/A · $57,107,833 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $57.1M from 106 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Carlyle

iCapital-Carlyle AlpInvest Secondaries Fund VIII Access Fund (International), L.P.

New York, NY · Jul 17, 2024
  • Jul 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Technology

iCapital Technology & Government PE Fund II, L.P.

New York, NY · Jul 8, 2024
  • Jul 8, 2024 · D · $41,802,000 sold of Indefinite · 90 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $41.8M from 90 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

Goldman Sachs Real Estate Income Trust (iCapital) Access Offshore SPC

New York, NY · Jul 1, 2024
  • Jul 1, 2024 · D · $34,899,806 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Manager of Issuer) EDGAR ↗

Raised $76.1M from 6 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Summit

Summit Partners Growth Equity XII Access (U.S.), L.P.

New York, NY · Jun 14, 2024
  • Jun 14, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

Brookfield Infrastructure Income iCapital Offshore Access Fund SPC

New York, NY · Jun 13, 2024
  • Jun 13, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital - Coller International Partners IX Access Fund (Delaware), L.P.

New York, NY · Jun 10, 2024
  • Jun 10, 2024 · D/A · $64,412,000 sold of Indefinite · 134 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $94.8M from 198 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Rialto

iCapital - Rialto Real Estate Fund V - Debt Access Fund, L.P.

New York, NY · Jun 10, 2024
  • Jun 10, 2024 · D/A · $94,900,000 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $94.9M from 68 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Welton Global Macro iCapital Access Fund, L.P.

New York, NY · May 24, 2024
  • May 24, 2024 · D/A · $17,943,953 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $17.9M from 38 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-Martello Re Access Fund, L.P.

New York, NY · May 24, 2024
  • May 24, 2024 · D/A · $38,250,000 sold of Indefinite · 62 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $38.3M from 62 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Four Peaks Fund 1, L.P.

New York, NY · May 24, 2024
  • May 24, 2024 · D/A · $177,775,000 sold of Indefinite · 191 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $177.8M from 191 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - Hollyport Secondary Opps VIII LP

New York, NY · May 24, 2024
  • May 24, 2024 · D/A · $144,400,000 sold of Indefinite · 134 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $144.4M from 134 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital Venture, L.P.

New York, NY · May 24, 2024
  • May 24, 2024 · D/A · $14,678,000 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $14.7M from 47 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital Offshore Strategies - New Alpha Access Fund (Offshore) SP

New York, NY · May 24, 2024
  • May 24, 2024 · D/A · $32,118,536 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (Managing Director of Investment Advisor of the Issuer) EDGAR ↗

Raised $32.1M from 57 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Napier Park Eton US Access Fund, L.P.

New York, NY · May 6, 2024
  • May 6, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $22.3M from 46 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - Private Equity Select 2024 Fund, LP

New York, NY · May 6, 2024
  • May 6, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Blackrock

BlackRock Private Credit Fund iCapital Offshore Access Fund, L.P.

New York, NY · Apr 24, 2024
  • Apr 24, 2024 · D/A · $69,775,667 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $69.8M from 106 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Blackrock

BlackRock Private Opportunities Fund Offshore V (iCapital), L.P.

New York, NY · Mar 26, 2024
  • Mar 26, 2024 · D/A · $66,500,000 sold of Indefinite · 128 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $66.5M from 128 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Eqt

iCapital ASF IX EU Lux Access Fund

New York, NY · Mar 18, 2024
  • Mar 18, 2024 · D · $14,635,000 sold of Indefinite · 37 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

Raised $14.6M from 37 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Point72 Capital (International) Access Fund, Ltd.

New York, NY · Feb 7, 2024
  • Feb 7, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Advisor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital - Sterling Real Estate Credit Access Fund, L.P.

New York, NY · Feb 7, 2024
  • Feb 7, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $3.06M from 20 investors as of the latest filing. Michael is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund

iCapital-Monarch Capital Partners VI International Access Fund, L.P.

New York, NY · Jan 31, 2024
  • Jan 31, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Eqt

iCapital - General Atlantic Investment Partners 2022 - Lux Access Fund

New York, NY · Jan 3, 2024
  • Jan 3, 2024 · D · $18,160,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Member of the Investment Manager of the Issuer) EDGAR ↗

Raised $18.2M from 17 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

Nuveen Churchill Private Capital Income iCapital Access Fund SPC

New York, NY · Dec 29, 2023
  • Dec 29, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

Raised $13.7M from 17 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Campbell Absolute Return (International) Access Fund, Ltd.

New York, NY · Dec 29, 2023
  • Dec 29, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Advisor of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital - Millennium Drawdown Fund, Ltd.

New York, NY · Dec 7, 2023
  • Dec 7, 2023 · D/A · $66,593,000 sold of Indefinite · 208 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE INVESTMENT MANAGER OF THE ISSUER) EDGAR ↗

Raised $67.3M from 212 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital - Millennium Drawdown Fund, L.P.

New York, NY · Dec 7, 2023
  • Dec 7, 2023 · D/A · $213,237,201 sold of Indefinite · 258 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF THE SOLE MEMBER OF THE GENERAL PARTNER) EDGAR ↗

Raised $249M from 289 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Blue Owl GP Stakes VI Offshore Access Fund, L.P.

New York, NY · Nov 28, 2023
  • Nov 28, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $373.8M from 427 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Franklin BSP Private Credit Access Fund SPC

New York, NY · Nov 6, 2023
  • Nov 6, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Blue Owl GP Stakes VI U.S. Access Fund, L.P.

New York, NY · Nov 2, 2023
  • Nov 2, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $285.4M from 535 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Global PE Growth 14 Access Fund, L.P.

New York, NY · Oct 25, 2023
  • Oct 25, 2023 · D/A · $29,975,000 sold of Indefinite · 78 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $30M from 78 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Blue Owl

iCapital-Blue Owl GP Stakes V Offshore Access Fund, L.P.

New York, NY · Oct 20, 2023
  • Oct 20, 2023 · D/A · $25,000,000 sold of Indefinite · 76 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $25M from 76 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Blue Owl

iCapital-Blue Owl GP Stakes V U.S. Access Fund, L.P.

New York, NY · Oct 20, 2023
  • Oct 20, 2023 · D/A · $93,800,000 sold of Indefinite · 183 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $93.8M from 183 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Ieq

IEQ Capital Access Fund - OS Fund VI, L.P.

New York, NY · Oct 20, 2023
  • Oct 20, 2023 · D/A · $72,535,000 sold of Indefinite · 94 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $72.5M from 94 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Blue Owl HomeCourt Partners Access Fund, L.P.

New York, NY · Oct 20, 2023
  • Oct 20, 2023 · D/A · $26,775,000 sold of Indefinite · 83 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $74.4M from 155 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Nuveen Global Cities REIT iCapital Offshore Access Fund SPC

New York, NY · Oct 17, 2023
  • Oct 17, 2023 · D/A · $68,828,996 sold of Indefinite · 219 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Investment Manager of the Issuer) EDGAR ↗

Raised $68.8M from 219 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

KORE Private Credit Fund II, L.P.

New York, NY · Oct 12, 2023
  • Oct 12, 2023 · D/A · $35,000,000 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $36.3M from 49 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Arctos

iCapital-Arctos Sports Partners Fund II (Cayman) Access Fund, L.P.

New York, NY · Sep 27, 2023
  • Sep 27, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $72.2M from 242 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-CD&R XII (International) Access Fund, L.P.

New York, NY · Sep 27, 2023
  • Sep 27, 2023 · D · $15,375,000 sold of Indefinite · 55 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $15.4M from 55 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-CD&R XII Access Fund, L.P.

New York, NY · Sep 27, 2023
  • Sep 27, 2023 · D/A · $105,670,000 sold of Indefinite · 249 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $105.7M from 249 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-PCRED II Offshore Access Fund, L.P.

New York, NY · Sep 27, 2023
  • Sep 27, 2023 · D/A · $19,625,000 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $20.1M from 51 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-PCRED II Onshore Access Fund, L.P.

New York, NY · Sep 27, 2023
  • Sep 27, 2023 · D/A · $31,235,000 sold of Indefinite · 89 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $31.2M from 89 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Lexington Capital Partners X Offshore Access Fund, L.P.

New York, NY · Sep 27, 2023
  • Sep 27, 2023 · D/A · $187,900,000 sold of Indefinite · 196 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $214.7M from 277 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-Lexington Capital Partners X Access Fund, L.P.

New York, NY · Sep 27, 2023
  • Sep 27, 2023 · D/A · $142,505,000 sold of Indefinite · 217 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $228.1M from 399 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

TCV XII (iCapital), L.P.

New York, NY · Sep 27, 2023
  • Sep 27, 2023 · D/A · $37,900,000 sold of Indefinite · 81 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $37.9M from 81 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Rialto

iCapital - Rialto Real Estate Fund V - Property Access Fund, L.P.

New York, NY · Sep 27, 2023
  • Sep 27, 2023 · D/A · $43,600,000 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $43.6M from 44 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital - TPG Partners IX Access Fund, L.P.

New York, NY · Sep 5, 2023
  • Sep 5, 2023 · D/A · $36,525,000 sold of Indefinite · 153 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $36.5M from 153 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Eqt

EQT X (No.1) EUR - iCapital Lux Access Fund

New York, NY · Sep 5, 2023
  • Sep 5, 2023 · D/A · $209,864,250 sold of Indefinite · 344 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the Administrator) EDGAR ↗

Raised $209.9M from 344 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-SEG Partners Fund, L.P.

New York, NY · Aug 29, 2023
  • Aug 29, 2023 · D/A · $380,652,489 sold of Indefinite · 710 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $380.7M from 710 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital - BH Alpha Strategies Access Fund, L.P.

New York, NY · Aug 29, 2023
  • Aug 29, 2023 · D/A · $69,281,909 sold of Indefinite · 179 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $69.3M from 179 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

CAA-Engaged Capital Access Fund, L.P.

New York, NY · Aug 29, 2023
  • Aug 29, 2023 · D/A · $47,150,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $47.1M from 48 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Shaw Park

Shaw Park Private Markets 2023 Onshore Fund L.P.

New York, NY · Aug 22, 2023
  • Aug 22, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-Bridge Net Lease Industrial Access Fund, L.P.

New York, NY · Aug 22, 2023
  • Aug 22, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Blue Owl

iCapital - Blue Owl Real Estate VI Access Fund LP

New York, NY · Aug 22, 2023
  • Aug 22, 2023 · D/A · $39,690,000 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $39.7M from 106 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Carlyle

iCapital-Carlyle AlpInvest Secondaries Fund VIII International Access Fund, L.P.

New York, NY · Aug 15, 2023
  • Aug 15, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Shaw Park

Shaw Park Multi Strategy Offshore Fund L.P.

New York, NY · Jul 26, 2023
  • Jul 26, 2023 · D/A · $36,040,800 sold of Indefinite · 141 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $36M from 141 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Shaw Park

Shaw Park Multi Strategy Onshore Fund L.P

New York, NY · Jul 26, 2023
  • Jul 26, 2023 · D/A · $40,282,500 sold of Indefinite · 120 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $40.3M from 120 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - RCP Secondaries IV, L.P.

New York, NY · Jul 26, 2023
  • Jul 26, 2023 · D/A · $39,000,000 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $39M from 50 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Apollo PE Global X (iCapital), L.P.

New York, NY · Jul 26, 2023
  • Jul 26, 2023 · D/A · $490,969,500 sold of Indefinite · 1,147 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $491M from 1,147 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Vintage

Vintage IX Secondaries Access (iCapital) LP

New York, NY · Jul 25, 2023
  • Jul 25, 2023 · D/A · $186,150,000 sold of Indefinite · 419 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $186.2M from 419 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Eqt

iCapital - Carlyle Partners VIII - EU & Carlyle Partners Growth - EU Access Fund

New York, NY · Jul 25, 2023
  • Jul 25, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Member of the Administrator) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Eqt

EQT X (No.1) USD - iCapital Lux Access Fund

New York, NY · Jul 25, 2023
  • Jul 25, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Member of the Administrator) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iDirect Private Markets Access Fund (International), Ltd.

New York, NY · Mar 22, 2023 → Jul 13, 2023 · 2 filings
  • Jul 13, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 22, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Icapital Vista

iCapital-Vista Equity Partners Fund VIII Offshore Access Fund, L.P.

New York, NY · Jul 12, 2023
  • Jul 12, 2023 · D/A · $89,900,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $89.9M from 8 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Hunter Point GP Stakes I, L.P.

New York, NY · Jul 12, 2023
  • Jul 12, 2023 · D/A · $108,300,000 sold of Indefinite · 105 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $108.3M from 105 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

IEQ Capital Access Fund - Henderson Park Real Estate Fund II, L.P.

New York, NY · Jul 12, 2023
  • Jul 12, 2023 · D/A · $91,250,000 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $91.3M from 59 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Hl Sfvi Icapital

HL SFVI iCapital Access Fund, L.P.

New York, NY · Jul 12, 2023
  • Jul 12, 2023 · D/A · $72,106,000 sold of Indefinite · 241 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $72.1M from 241 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Hl Sfvi Icapital

HL SFVI iCapital (Offshore) Access Fund, L.P.

New York, NY · Jul 12, 2023
  • Jul 12, 2023 · D/A · $18,456,000 sold of Indefinite · 76 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $18.5M from 76 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Vista

iCapital - Vista Equity Partners Fund VIII U.S. Access Fund, L.P.

New York, NY · Jul 12, 2023
  • Jul 12, 2023 · D/A · $64,605,000 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $64.6M from 107 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Apollo

iCapital - Apollo Aligned Alternatives (International) Access Fund, L.P.

New York, NY · Jul 7, 2023
  • Jul 7, 2023 · D · $850,000 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer (MANAGING DIRECTOR) EDGAR ↗

Raised $10M from 26 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Glendower

IEQ Capital Access Fund - Glendower SOF V, L.P.

New York, NY · Jun 7, 2023
  • Jun 7, 2023 · D/A · $108,725,000 sold of Indefinite · 124 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $108.7M from 124 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Redbird

iCapital-RedBird Capital Partners IV Access Fund, L.P.

New York, NY · Jun 6, 2023
  • Jun 6, 2023 · D/A · $64,300,000 sold of Indefinite · 33 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $64.3M from 33 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-AP Windsor Co-Invest Access Fund, L.P.

New York, NY · Jun 6, 2023
  • Jun 6, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

Eagle - Davis Investment Ventures V Access Fund, L.P.

New York, NY · Jun 5, 2023
  • Jun 5, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital Third Point Fund, Ltd.

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $8,313,763 sold of Indefinite · 52 investors · min. $100,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $9.78M from 72 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital

iCapital Third Point Fund, LP

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $20,946,286 sold of Indefinite · 79 investors · min. $100,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $32.7M from 157 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital

iCapital Renaissance IE Fund, Ltd.

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $49,823,558 sold of Indefinite · 151 investors · min. $100,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $51.5M from 225 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital

iCapital Renaissance IE Fund II, L.P.

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $77,667,215 sold of Indefinite · 166 investors · min. $100,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $77.7M from 292 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital

iCapital Renaissance IDGE Fund, Ltd.

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $20,530,932 sold of Indefinite · 32 investors · min. $100,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $24.7M from 59 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital

iCapital Renaissance IDGE Fund, LP

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $20,261,998 sold of Indefinite · 40 investors · min. $100,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $33.1M from 87 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital

iCapital Millennium Fund, Ltd.

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $198,185,273 sold of Indefinite · 447 investors · min. $1,600 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $311.1M from 638 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital

iCapital Millennium Fund LP

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $323,595,150 sold of Indefinite · 577 investors · min. $20,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $1.29B from 2,060 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital

iCapital Income Opportunities Fund, L.P.

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $48,254,631 sold of Indefinite · 121 investors · min. $50,766 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $53.4M from 128 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital

iCapital Doubleline Opportunistic Fund, Ltd.

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $4,860,272 sold of Indefinite · 14 investors · min. $100,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $8.26M from 56 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital

iCapital Doubleline Opportunistic Fund, LP

New York, NY · May 22, 2023
  • May 22, 2023 · D/A · $11,735,958 sold of Indefinite · 22 investors · min. $100,000 · role: Director (Managing Director of the Sole Member of the General Partner) EDGAR ↗

Raised $22.4M from 90 investors as of the latest filing. Michael is listed as director.

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.

Pooled Investment Fund · group: Icapital Apollo

iCapital - Apollo Aligned Alternatives Access Fund (1099), L.P.

New York, NY · May 11, 2023
  • May 11, 2023 · D · $4,700,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR) EDGAR ↗

Raised $228.5M from 797 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Harbourvest Dover Street

iCapital HarbourVest Dover Street XI, L.P.

New York, NY · May 8, 2023
  • May 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

AlphaKeys Virology Impact Fund, L.P.

New York, NY · May 8, 2023
  • May 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

AlphaKeys Dover Street XI, L.P.

New York, NY · May 8, 2023
  • May 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Eagle

Eagle - Silver Lake Waterman IV Access Fund, L.P.

New York, NY · Apr 26, 2023
  • Apr 26, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Eagle

Eagle - Silver Lake Waterman IV Offshore Access Fund, L.P.

New York, NY · Apr 26, 2023
  • Apr 26, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

WM Alternatives Antares Private Senior Lending Feeder Fund L.P.

New York, NY · Apr 19, 2023
  • Apr 19, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

WM Alternatives Hudson Bay Offshore Feeder Fund L.P.

New York, NY · Apr 19, 2023
  • Apr 19, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Wm Alternatives Tpg Rise

WM Alternatives TPG Rise Climate Onshore Feeder Fund L.P.

New York, NY · Apr 18, 2023
  • Apr 18, 2023 · D · $98,850,000 sold of Indefinite · 87 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $98.8M from 87 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Wm Alternatives Kkr

WM Alternatives KKR Global Infrastructure Investors IV Onshore Feeder Fund L.P.

New York, NY · Apr 18, 2023
  • Apr 18, 2023 · D · $152,785,000 sold of Indefinite · 215 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $152.8M from 215 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Wm Alternatives Tpg Rise

WM Alternatives TPG Rise III Onshore Feeder Fund L.P.

New York, NY · Apr 18, 2023
  • Apr 18, 2023 · D · $56,650,000 sold of Indefinite · 78 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $56.6M from 78 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

WM Alternatives Blackstone Real Estate Partners X Feeder Fund L.P.

New York, NY · Apr 18, 2023
  • Apr 18, 2023 · D · $130,934,000 sold of Indefinite · 201 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $130.9M from 201 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital Apollo

iCapital - Apollo Aligned Alternatives Access Fund (US Tax Exempt), L.P.

New York, NY · Apr 18, 2023
  • Apr 18, 2023 · D · $2,125,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR) EDGAR ↗

Raised $331.9M from 1,646 investors as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund · group: Icapital

iCapital-General Atlantic Investment Partners 2023 Access Fund, L.P.

New York, NY · Apr 13, 2023
  • Apr 13, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Michael is listed as executive officer.

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.

Pooled Investment Fund

iCapital-Wellington Climate Access Fund, L.P.

New York, NY · Apr 5, 2023
  • Apr 5, 2023 · D/A · $9,830,000 sold of Indefinite · 37 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $9.83M from 37 investors as of the latest filing. Michael is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Eagle

Eagle - Select Hedge Strategies Offshore Fund, L.P.

New York, NY · Mar 16, 2023
  • Mar 16, 2023 · D/A · $7,275,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the General Partner) EDGAR ↗

Raised $7.28M from 14 investors as of the latest filing. Michael is listed as executive officer.

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.

Showing the latest 500 of 580 filings; the PDF export and search include all of them.

Other pages with the same name (4)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Michael Stanton — Ontario, Canada (as filed: A6), 1 issuer, Jan 31, 2024 → Jan 31, 2024 · no shared issuer
  • Michael J. Stanton — NY, 1 issuer, Jun 17, 2021 → Jun 17, 2021 · no shared issuer
  • Michael A. Stanton — NY, 1 issuer, Sep 17, 2025 → Sep 17, 2025 · no shared issuer
  • Michael S. Stanton — NY, 1 issuer, Mar 5, 2026 → Mar 5, 2026 · no shared issuer

People around Michael 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

Management entity

iCapital PE GP, LLC,

Promoter · 291 shared filings (216 issuers) · also on 410 other issuers

iCapital PE GP, LLC, is on 626 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

iCapital HF GP, LLC

Promoter, Executive Officer · 107 shared filings (63 issuers) · also on 78 other issuers

iCapital HF GP, LLC is on 141 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

ICAPITAL ADVISORS, LLC

Promoter · 71 shared filings (40 issuers) · also on 69 other issuers

ICAPITAL ADVISORS, LLC is on 109 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

ICAPITAL II GP, LLC

Promoter · 43 shared filings (24 issuers) · also on 7 other issuers

ICAPITAL II GP, LLC is on 31 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

iCapital AI GP, LLC

Promoter · 21 shared filings (12 issuers) · also on 45 other issuers

iCapital AI GP, LLC is on 57 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

iCapital Strategies, LLC

Promoter · 6 shared filings (6 issuers) · also on 75 other issuers

iCapital Strategies, LLC is on 81 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

iCapital Global Alternatives, LLC

Promoter, Executive Officer · 3 shared filings (3 issuers) · also on 20 other issuers

iCapital Global Alternatives, LLC is on 23 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

iCapital AI Manager LLC

Promoter · 2 shared filings (1 issuer) · also on 10 other issuers

iCapital AI Manager LLC is on 11 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

D. iCapital Strategies II LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Michael Stanton. Their page shows their other deals.

Management entity

iCapital Advisers, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Michael Stanton. Their page shows their other deals.

Management entity

iCapital Direct GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Michael Stanton. Their page shows their other deals.

Management entity

iCapital Srategies II LLC

Promoter · 1 shared filing (1 issuer) · also on 3 other issuers

Listed on the same filings as Michael Stanton. Their page shows their other deals.

Management entity

AlphaKeys Fund Advisor, L.L.C.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Michael Stanton. Their page shows their other deals.

Management entity

PERE Collection GP, LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Michael Stanton. Their page shows their other deals.

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

Campbell Congdon

Director · 39 shared filings (21 issuers) · also on 158 other issuers

Campbell Congdon is on 179 issuers in total — a repeat sponsor. Their page lists every one.

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

Martin Steyn

Director · 22 shared filings (10 issuers) · also on 45 other issuers

Martin Steyn is on 55 issuers in total — a repeat sponsor. Their page lists every one.

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

Maxine Jones

Director · 20 shared filings (11 issuers) · also on 16 other issuers

Maxine Jones is on 27 issuers in total — a repeat sponsor. Their page lists every one.

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

Adam Berger

Director · 8 shared filings (1 issuer) · also on 15 other issuers

Adam Berger is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Deven Parekh

Director · 8 shared filings (1 issuer) · also on 119 other issuers

Deven Parekh is on 120 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 Stafford

Executive Officer, Director · 8 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Michael Stanton. Their page shows their other deals.

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

Agne Miller

Director · 7 shared filings (6 issuers) · also on 45 other issuers

Agne Miller is on 51 issuers in total — a repeat sponsor. Their page lists every one.

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

Betsy Atkins

Director · 7 shared filings (1 issuer) · also on 11 other issuers

Betsy Atkins is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Behdad Eghbali

Director · 6 shared filings (1 issuer) · also on 80 other issuers

Behdad Eghbali is on 81 issuers in total — a repeat sponsor. Their page lists every one.

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

Ross Devor

Director · 6 shared filings (1 issuer) · also on 6 other issuers

Ross Devor is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

James Pade

Director · 6 shared filings (1 issuer) · also on 6 other issuers

James Pade is on 7 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

Benoit Sansoucy

Director · 5 shared filings (3 issuers) · also on 45 other issuers

Benoit Sansoucy is on 48 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeffrey Hilk

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Michael Stanton. Their page shows their other deals.

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

Vinod Berchtold

Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as Michael Stanton. Their page shows their other deals.

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

Tom Slocock

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

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

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

Tammy Seymour

Director · 3 shared filings (2 issuers) · also on 48 other issuers

Tammy Seymour is on 50 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Flickman

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Michael Stanton. Their page shows their other deals.

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

Christopher Ebanks

Director · 3 shared filings (3 issuers) · also on 19 other issuers

Christopher Ebanks is on 22 issuers in total — a repeat sponsor. Their page lists every one.

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

Amelie Nakano

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

Amelie Nakano is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

John Christian Alldis

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

Listed on the same filings as Michael Stanton. Their page shows their other deals.

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

Christopher W. Thome

Director · 2 shared filings (1 issuer) · also on 63 other issuers

Christopher W. Thome is on 64 issuers in total — a repeat sponsor. Their page lists every one.

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

Martin Laufer

Director · 2 shared filings (2 issuers) · also on 66 other issuers

Martin Laufer is on 68 issuers in total — a repeat sponsor. Their page lists every one.

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

Lisa Edwards

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Michael Stanton. Their page shows their other deals.

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

Yvette Hollingsworth Clark

Director · 2 shared filings (1 issuer)

Listed on the same filings as Michael Stanton. Their page shows their other deals.

The team behind the deals

Sponsor group

Icapital

262 issuers · 953 filings · $44.94B reported sold · 2009–2026

One team, 262 deal companies. Michael Stanton is listed on 29 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 Michael Stanton.

Sponsor group

Icapital

30 issuers · 238 filings · $3.45B reported sold · 2009–2026

One team, 30 deal companies. Michael Stanton is listed on 24 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 Michael Stanton.

Sponsor group

Alphakeys

26 issuers · 50 filings · $3.04B reported sold · 2017–2026

One team, 26 deal companies. Michael Stanton is listed on 17 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 Michael Stanton.

Sponsor group

Icapital

35 issuers · 84 filings · $2.57B reported sold · 2019–2026

One team, 35 deal companies. Michael Stanton is listed on 14 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 Michael Stanton.

Sponsor group

Morgan Stanley

123 issuers · 656 filings · $14.8B reported sold · 2009–2026

One team, 123 deal companies. Michael Stanton is listed on 12 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 Michael Stanton.

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. 55 of the 388 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): iDirect Multi-Strategy Fund (International), Ltd., RedBird Legends iCapital Offshore Access Fund SPC, iCapital Infrastructure Investments Access Fund, Ltd., iCapital - Hamilton Lane Private Assets Offshore Access Fund SPC, EPQ LLC, PRME IX Series, Constitution Capital Offshore Feeder Fund, SPC, iCapital - Franklin Lexington Venture & Growth Access Fund SPC, ABS Global Long Short ASP Fund, a series of Alternative Strategies Platform, LLC, Corbin Pinehurst ASP Fund, a series of Alternative Strategies Platform, LLC, Shannon River ASP Fund, a series of Alternative Strategies Platform, LLC, Marshall Wace Eureka ASP Fund, a series of Alternative Strategies Platform, LLC, iCapital-Carlyle Tactical Private Credit Access Fund (International), Ltd., EQPE iCapital Offshore Access Feeder SPC, iCapital - HPS Real Assets Lending Co LP Offshore Access Fund SPC, WMA Systematic Equity Alpha Long/Short Offshore Fund (iCapital), Ltd., iCapital-PEG Evergreen Private Equity Offshore Fund SPC, Goldman Sachs Private Credit Corp. (iCapital) Access Offshore SPC, iCapital Multi-Strategy Fund, Ltd., iCapital - HPS Corporate Lending Offshore Access Fund SPC, iCapital-JREIT Cayman Offshore Access Fund SPC, North Haven Private Income iCapital Access Fund A SPC, Golub Capital Private Credit iCapital Offshore Access Fund SPC, iCapital-Carlyle Property Investors Access Fund, L.P., Blue Owl Credit Income Corp. iCapital Offshore Access Fund SPC, EQIC iCapital Offshore Access Feeder SPC, Ares Core Infrastructure Fund iCapital Offshore Access Fund SPC, iCapital Infrastructure Investments Access Fund, L.P., iCapital Millennium Fund, Ltd., iCapital-Point72 Capital (International) Access Fund, Ltd., Goldman Sachs Real Estate Income Trust (iCapital) Access Offshore SPC, Apollo Credit Strategies ASP Fund, a series of Alternative Strategies Platform, LLC, Kite Lake Special Opportunities ASP Fund, a series of Alternative Strategies Platform, LLC, Principal Enhanced Property ASP Fund, a series of Alternative Strategies Real Estate Platform, LLC, Angelo Gordon Partners Select ASP Fund, a series of Alternative Strategies Platform, LLC, Canyon Balanced ASP Fund, a series of Alternative Strategies Platform, LLC, GWL US Property ASP Fund, a series of Alternative Strategies Real Estate Platform, LLC, iCapital - Millennium Drawdown Fund II, Ltd., Nuveen Churchill Private Capital Income iCapital Access Fund SPC, iCapital-Campbell Absolute Return (International) Access Fund, Ltd., iCapital - Millennium Drawdown Fund, Ltd., Graham Absolute Return ASP Fund, a series of Alternative Strategies Managed Futures & Commodities Platform, LLC, Fortress Special Opportunities ASP Fund, a series of Alternative Strategies Platform, LLC, iCapital-Franklin BSP Private Credit Access Fund SPC, T. Rowe Price OHA Select Private Credit Offshore Access Fund SPC, BPEA Fund IX - iCapital Lux Access Fund, iCapital-Fortress Net Lease REIT Offshore Access Fund SPC, Catalyst Co-Invest LLC, 2024 Series, EPQ LLC, Vulcan Note Series, iCapital Third Point Fund, Ltd., iCapital Renaissance IE Fund, Ltd., Brookfield Infrastructure Income iCapital Offshore Access Fund SPC, iCapital Offshore Strategies - New Alpha Access Fund (Offshore) SP, Nuveen Global Cities REIT iCapital Offshore Access Fund SPC, iDirect Private Markets Access Fund (International), Ltd., iCapital Offshore Strategies - Cooper Square SP.

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 Michael Stanton 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 388 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Michael Stanton is listed on: none on file. No website or social profile named in iCapital Infrastructure Investments Access Fund, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #38,649 of 374,652 in line (14 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 (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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