PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:13 AM ET

Sponsor Check › Person

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Michael D. Hankin

Named as an officer, director or promoter on SEC Form D filings · MD · Jun 11, 2009 → Oct 19, 2026

409deals (issuers)
$7.65Breported sold
13,593investors
784Form D filings
2009–2026years 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 D. Hankin is listed as an executive officer, director, and promoter on 784 SEC Form D filings by 409 issuers between Jun 2009 and Oct 2026. Largest by amount reported sold: Brown Advisory Group Holdings LLC (Baltimore, MD — industry reported as "Other" — 2016–2026; $912.3M reported sold to 288 investors), BROWN ADVISORY ALTERNATIVE STRATEGIES, L.P. (Baltimore, MD — pooled investment fund — 2016–2026; $674.6M reported sold to 982 investors), SFM Capital Markets, L.P. (Baltimore, MD — pooled investment fund — 2019–2026; $644M reported sold to 173 investors), SFM GLOBAL STRATEGIES LP (Baltimore, MD — pooled investment fund — 2019–2026; $633.5M reported sold to 145 investors), SFM Global Strategies QP, L.P. (Baltimore, MD — pooled investment fund — 2019–2026; $605.1M reported sold to 114 investors) and 404 more (all listed below).

What this means That is a lot of deals — 409 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $9.43B sold in total.

Listed alongside David M. Churchill (620 shared filings), Brett D. Rogers (249 shared filings), NextGen Venture Partners, LLC (206 shared filings, management entity), William O. White (157 shared filings), Daniel Mindus (151 shared filings) and 57 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.

407 of the issuers belong to the sponsor group Brown Advisory (431 issuers, $9.45B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Brown Advisory has 431 companies on file and $9.45B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — none found.

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

We compared the newest 50 of 784 public filings for Michael D. Hankin and found 6 differences, 2 worth asking the sponsor about: Amount sold went down between filings; 8 Form Ds were filed more than 15 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 D. Hankin has not run yet — it is joining a line of 9,927 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 D. Hankin..

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

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

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 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.

4. Differences between public sources

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

6 differences found between the filings for Michael D. Hankin — 2 worth asking about (compared the newest 50 of 784 filings on Oct 24, 2026; older filings not covered)

Worth asking · Mar 11, 2026 – Sep 3, 2026

Amount sold went down between filings — Ashwood 2025 Private Investment IV - AR

The Mar 11, 2026 filing says $190,176,360 sold; the Sep 3, 2026 Form D/A says $19,017,636 sold — $171,158,724 less.

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

Sources
Worth asking · Aug 10, 2025 – Sep 10, 2026

8 Form Ds were filed more than 15 days after the first sale

Form D filed 97 days after the first sale — Ashwood 2026 Private Investment II - IES · Form D filed 78 days after the first sale — Ashwood 2026 Private Investment I - Zen Educate II · Form D filed 139 days after the first sale — Ashwood 2026 Global Equity I - Salik · Form D filed 128 days after the first sale — Ashwood 2025 Private Investment V - Squadra III · Form D filed 79 days after the first sale — Ashwood 2025 Private Investment VI - Zen Educate · and 3 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Note · Aug 11, 2023 – Aug 12, 2024

Michael D. Hankin's role changed at NextGen VistaPath LLC: executive officer, director → executive officer

The Aug 11, 2023 filing lists Michael D. Hankin as executive officer, director; the Aug 12, 2024 Form D/A lists executive officer.

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

Sources
Note · Apr 4, 2023 – Apr 4, 2024

Michael D. Hankin's role changed at NextGen Abett LLC: executive officer, director → executive officer

The Apr 4, 2023 filing lists Michael D. Hankin as executive officer, director; the Apr 4, 2024 Form D/A lists executive officer.

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

Sources
Note · Jul 14, 2015 – Jan 14, 2021

Michael D. Hankin is written 2 different ways on the filings

listed as "Michael D Hankin" on 91 filings (from Jul 14, 2015), and "Michael Hankin" on 30 filings (from Jan 14, 2021).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Jul 29, 2022

Same name, different state: "Michael D. Hankin" (MA) is a separate record

This page covers filings where the address state is MD. A separate record, "Michael D. Hankin" with address state MA, is listed on 1 filing — most recently by 1251 CAPITAL GROUP, INC. (Jul 29, 2022). Both records have filings in the same period (Jul 29, 2022).

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

5. Money to insiders

0 of 429 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Showing the 300 most recent of 429 offerings below; the counts and totals above cover all 429. The PDF export lists the same 300.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 19, 2026 D/A
File 021-552201
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2026 D
File 021-601714
$0$0$0None listed on this filingEDGAR ↗
Oct 14, 2026 D
File 021-601053
$0$0$0None listed on this filingEDGAR ↗
Oct 14, 2026 D
File 021-601057
$0$0$0None listed on this filingEDGAR ↗
Oct 14, 2026 D
File 021-601060
$0$0$0None listed on this filingEDGAR ↗
Oct 14, 2026 D
File 021-601062
$0$0$0None listed on this filingEDGAR ↗
Oct 6, 2026 D
File 021-600100
$0$0$0None listed on this filingEDGAR ↗
Sep 23, 2026 D
File 021-598495
$0$0$0None listed on this filingEDGAR ↗
Sep 23, 2026 D
File 021-598497
$0$0$0None listed on this filingEDGAR ↗
Sep 10, 2026 D
File 021-596997
$0$0$0None listed on this filingEDGAR ↗
Sep 10, 2026 D
File 021-596988
$0$0$0None listed on this filingEDGAR ↗
Sep 9, 2026 D
File 021-596884
$0$0$0None listed on this filingEDGAR ↗
Sep 8, 2026 D
File 021-596566
$0$0$0None listed on this filingEDGAR ↗
Sep 3, 2026 D/A
File 021-576116
$0$0$0None listed on this filingEDGAR ↗
Sep 3, 2026 D
File 021-596262
$0$0$0None listed on this filingEDGAR ↗
Aug 31, 2026 D
File 021-595935
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2026 D
File 021-595295
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2026 D
File 021-594805
$0$0$0None listed on this filingEDGAR ↗
Jul 9, 2026 D
File 021-590237
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2026 D
File 021-589952
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2026 D
File 021-589954
$0$0$0None listed on this filingEDGAR ↗
Jul 1, 2026 D
File 021-589275
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2026 D
File 021-587945
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2026 D
File 021-587960
$0$0$0None listed on this filingEDGAR ↗
Jun 10, 2026 D
File 021-586931
$0$0$0None listed on this filingEDGAR ↗
Jun 3, 2026 D
File 021-585957
$0$0$0None listed on this filingEDGAR ↗
May 8, 2026 D
File 021-583390
$0$0$0None listed on this filingEDGAR ↗
May 7, 2026 D
File 021-583122
$0$0$0None listed on this filingEDGAR ↗
May 7, 2026 D
File 021-583124
$0$0$0None listed on this filingEDGAR ↗
May 5, 2026 D/A
File 021-574629
$0$0$0None listed on this filingEDGAR ↗
Apr 30, 2026 D/A
File 021-455767
$0$0$0None listed on this filingEDGAR ↗
Apr 27, 2026 D/A
File 021-393720
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2026 D
File 021-579215
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2026 D
File 021-579223
$0$0$0None listed on this filingEDGAR ↗
Mar 24, 2026 D
File 021-577511
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2026 D
File 021-576109
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2026 D
File 021-576123
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2026 D
File 021-576118
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-232324
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-243648
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-255390
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-86686
$0$0$0Thomas W. Keesee BrokerCheck CRD 1375812 ↗
via CDK Financial Services LLC (CRD 124333 ↗)

Stephen Burke BrokerCheck CRD 2681302 ↗
via CDK Financial Service LLC (CRD 124333 ↗)
EDGAR ↗
Feb 26, 2026 D/A
File 021-289102
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-253079
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-370790
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-377592
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-380935
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-382417
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-386293
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-406056
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-406072
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-440794
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-507146
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D/A
File 021-507147
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2026 D
File 021-574027
$0$0$0None listed on this filingEDGAR ↗
Feb 18, 2026 D
File 021-573773
$0$0$0None listed on this filingEDGAR ↗
Feb 18, 2026 D
File 021-573772
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2026 D/A
File 021-288880
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2026 D/A
File 021-288884
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2026 D/A
File 021-288886
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2026 D
File 021-569818
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2026 D
File 021-569711
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2026 D
File 021-569555
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2026 D
File 021-569669
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2026 D
File 021-569672
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D
File 021-567446
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D
File 021-567451
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D
File 021-567456
$0$0$0None listed on this filingEDGAR ↗
Dec 19, 2025 D
File 021-567460
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2025 D
File 021-566477
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2025 D
File 021-566479
$0$0$0None listed on this filingEDGAR ↗
Sep 22, 2025 D
File 021-558268
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2025 D
File 021-557873
$0$0$0None listed on this filingEDGAR ↗
Aug 25, 2025 D
File 021-555695
$0$0$0None listed on this filingEDGAR ↗
Jul 23, 2025 D
File 021-552632
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2025 D
File 021-552082
$0$0$0None listed on this filingEDGAR ↗
Jul 10, 2025 D
File 021-551229
$0$0$0None listed on this filingEDGAR ↗
Jun 3, 2025 D
File 021-547949
$0$0$0None listed on this filingEDGAR ↗
May 22, 2025 D/A
File 021-544567
$0$0$0None listed on this filingEDGAR ↗
May 22, 2025 D/A
File 021-544569
$0$0$0None listed on this filingEDGAR ↗
May 19, 2025 D
File 021-546506
$0$0$0None listed on this filingEDGAR ↗
Apr 28, 2025 D/A
File 021-506467
$0$0$0None listed on this filingEDGAR ↗
Apr 28, 2025 D
File 021-544564
$0$0$0None listed on this filingEDGAR ↗
Apr 28, 2025 D
File 021-544566
$0$0$0None listed on this filingEDGAR ↗
Apr 17, 2025 D/A
File 021-477627
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2025 D/A
File 021-526607
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2025 D/A
File 021-526610
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2025 D
File 021-543215
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2025 D/A
File 021-482477
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2025 D
File 021-540841
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2025 D
File 021-540337
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2025 D
File 021-540338
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2025 D
File 021-538715
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2025 D
File 021-536249
$0$0$0None listed on this filingEDGAR ↗
Jan 2, 2025 D
File 021-534007
$0$0$0None listed on this filingEDGAR ↗
Dec 26, 2024 D/A
File 021-502732
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2024 D
File 021-530990
$0$0$0None listed on this filingEDGAR ↗
Nov 1, 2024 D/A
File 021-463588
$0$0$0None listed on this filingEDGAR ↗
Oct 15, 2024 D
File 021-526792
$0$0$0None listed on this filingEDGAR ↗
Oct 15, 2024 D
File 021-526788
$0$0$0None listed on this filingEDGAR ↗
Oct 15, 2024 D
File 021-526814
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2024 D/A
File 021-350144
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2024 D/A
File 021-350169
$0$0$0None listed on this filingEDGAR ↗
Sep 19, 2024 D
File 021-524494
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2024 D
File 021-524406
$0$0$0None listed on this filingEDGAR ↗
Sep 16, 2024 D/A
File 021-375517
$0$0$0None listed on this filingEDGAR ↗
Aug 30, 2024 D/A
File 021-457631
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2024 D/A
File 021-346875
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2024 D/A
File 021-370745
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2024 D/A
File 021-372373
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2024 D/A
File 021-404387
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2024 D/A
File 021-407775
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2024 D/A
File 021-407778
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2024 D/A
File 021-453590
$0$0$0John W. Akkerman BrokerCheck CRD 2780712 ↗
via NYLIFE Distributors LLC (CRD 35350 ↗)
EDGAR ↗
Jul 12, 2024 D/A
File 021-230040
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2024 D
File 021-518411
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2024 D
File 021-518408
$0$0$0None listed on this filingEDGAR ↗
Jul 3, 2024 D
File 021-517693
$0$0$0None listed on this filingEDGAR ↗
Jun 28, 2024 D/A
File 021-341907
$0$0$0None listed on this filingEDGAR ↗
Jun 28, 2024 D/A
File 021-369331
$0$0$0None listed on this filingEDGAR ↗
Jun 28, 2024 D/A
File 021-403245
$0$0$0None listed on this filingEDGAR ↗
Jun 28, 2024 D/A
File 021-403250
$0$0$0None listed on this filingEDGAR ↗
Jun 28, 2024 D/A
File 021-403251
$0$0$0None listed on this filingEDGAR ↗
Jun 24, 2024 D/A
File 021-504776
$0$0$0None listed on this filingEDGAR ↗
Jun 24, 2024 D
File 021-516676
$0$0$0None listed on this filingEDGAR ↗
Jun 21, 2024 D/A
File 021-491174
$0$0$0None listed on this filingEDGAR ↗
Jun 20, 2024 D
File 021-516473
$0$0$0None listed on this filingEDGAR ↗
Jun 20, 2024 D
File 021-516395
$0$0$0None listed on this filingEDGAR ↗
Jun 4, 2024 D
File 021-515098
$0$0$0None listed on this filingEDGAR ↗
May 10, 2024 D/A
File 021-366630
$0$0$0None listed on this filingEDGAR ↗
May 7, 2024 D/A
File 021-472770
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2024 D/A
File 021-397631
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2024 D/A
File 021-397633
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2024 D/A
File 021-443859
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2024 D/A
File 021-443864
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2024 D/A
File 021-443870
$0$0$0None listed on this filingEDGAR ↗
Apr 25, 2024 D/A
File 021-443350
$0$0$0None listed on this filingEDGAR ↗
Apr 19, 2024 D
File 021-511045
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2024 D/A
File 021-337339
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2024 D/A
File 021-393722
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2024 D/A
File 021-393727
$0$0$0None listed on this filingEDGAR ↗
Mar 21, 2024 D/A
File 021-335267
$0$0$0None listed on this filingEDGAR ↗
Mar 18, 2024 D
File 021-507888
$0$0$0None listed on this filingEDGAR ↗
Mar 18, 2024 D
File 021-507896
$0$0$0None listed on this filingEDGAR ↗
Mar 5, 2024 D/A
File 021-361728
$0$0$0None listed on this filingEDGAR ↗
Mar 1, 2024 D
File 021-506505
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2024 D/A
File 021-389787
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2024 D
File 021-504393
$0$0$0None listed on this filingEDGAR ↗
Feb 2, 2024 D/A
File 021-360067
$0$0$0None listed on this filingEDGAR ↗
Jan 31, 2024 D/A
File 021-349167
$0$0$0None listed on this filingEDGAR ↗
Jan 31, 2024 D/A
File 021-387249
$0$0$0None listed on this filingEDGAR ↗
Jan 30, 2024 D
File 021-503902
$0$0$0None listed on this filingEDGAR ↗
Jan 19, 2024 D
File 021-502959
$0$0$0None listed on this filingEDGAR ↗
Jan 18, 2024 D
File 021-502872
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2024 D
File 021-502643
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2024 D
File 021-502647
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2024 D
File 021-502650
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2024 D
File 021-502631
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2024 D
File 021-502617
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2024 D
File 021-502622
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2024 D/A
File 021-342052
$0$0$0None listed on this filingEDGAR ↗
Jan 10, 2024 D/A
File 021-357723
$0$0$0None listed on this filingEDGAR ↗
Jan 10, 2024 D/A
File 021-357725
$0$0$0None listed on this filingEDGAR ↗
Jan 4, 2024 D
File 021-501621
$0$0$0None listed on this filingEDGAR ↗
Dec 21, 2023 D/A
File 021-356564
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2023 D
File 021-493554
$0$0$0None listed on this filingEDGAR ↗
Sep 14, 2023 D
File 021-492055
$0$0$0None listed on this filingEDGAR ↗
Sep 13, 2023 D
File 021-492030
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2023 D
File 021-487119
$0$0$0None listed on this filingEDGAR ↗
Jul 10, 2023 D
File 021-486391
$0$0$0None listed on this filingEDGAR ↗
Jun 14, 2023 D/A
File 021-478273
$0$0$0None listed on this filingEDGAR ↗
Jun 14, 2023 D
File 021-484128
$0$0$0None listed on this filingEDGAR ↗
Mar 28, 2023 D
File 021-477128
$0$0$0None listed on this filingEDGAR ↗
Mar 22, 2023 D
File 021-476614
$0$0$0None listed on this filingEDGAR ↗
Mar 22, 2023 D
File 021-476616
$0$0$0None listed on this filingEDGAR ↗
Mar 20, 2023 D
File 021-476330
$0$0$0None listed on this filingEDGAR ↗
Mar 20, 2023 D
File 021-476333
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2023 D/A
File 021-472776
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2023 D/A
File 021-472782
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2023 D
File 021-476208
$0$0$0None listed on this filingEDGAR ↗
Mar 3, 2023 D
File 021-474811
$0$0$0None listed on this filingEDGAR ↗
Mar 3, 2023 D
File 021-474814
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472825
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472777
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472778
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472775
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472783
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472773
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472774
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472781
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472780
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472784
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472771
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D
File 021-472772
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2023 D
File 021-472756
$0$0$0None listed on this filingEDGAR ↗
Dec 21, 2022 D
File 021-468148
$0$0$0None listed on this filingEDGAR ↗
Nov 10, 2022 D
File 021-464445
$0$0$0None listed on this filingEDGAR ↗
Nov 1, 2022 D
File 021-463520
$0$0$0None listed on this filingEDGAR ↗
Oct 26, 2022 D
File 021-462905
$0$0$0None listed on this filingEDGAR ↗
Oct 26, 2022 D
File 021-462899
$0$0$0None listed on this filingEDGAR ↗
Oct 4, 2022 D/A
File 021-320100
$0$0$0None listed on this filingEDGAR ↗
Oct 4, 2022 D/A
File 021-320102
$0$0$0None listed on this filingEDGAR ↗
Aug 8, 2022 D
File 021-455218
$0$0$0None listed on this filingEDGAR ↗
Jul 18, 2022 D
File 021-452745
$0$0$0None listed on this filingEDGAR ↗
Jul 15, 2022 D
File 021-452627
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2022 D/A
File 021-140697
$0$0$0 (est.)Thomas W. Keesee BrokerCheck CRD 1375812 ↗
via CDK Financial Services LLC (CRD 12433 ↗)
EDGAR ↗
Jul 12, 2022 D/A
File 021-348695
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2022 D
File 021-451839
$0$0$0None listed on this filingEDGAR ↗
Jun 6, 2022 D
File 021-448205
$0$0$0None listed on this filingEDGAR ↗
Jun 2, 2022 D
File 021-447854
$0$0$0None listed on this filingEDGAR ↗
May 23, 2022 D
File 021-446638
$0$0$0None listed on this filingEDGAR ↗
May 17, 2022 D
File 021-445979
$0$0$0None listed on this filingEDGAR ↗
May 17, 2022 D
File 021-445995
$0$0$0None listed on this filingEDGAR ↗
May 17, 2022 D
File 021-446000
$0$0$0None listed on this filingEDGAR ↗
May 17, 2022 D
File 021-446006
$0$0$0None listed on this filingEDGAR ↗
May 11, 2022 D
File 021-445211
$0$0$0None listed on this filingEDGAR ↗
Mar 29, 2022 D
File 021-439489
$0$0$0None listed on this filingEDGAR ↗
Mar 23, 2022 D
File 021-438466
$0$0$0None listed on this filingEDGAR ↗
Mar 22, 2022 D
File 021-438455
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2022 D
File 021-437740
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2022 D
File 021-437421
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2022 D
File 021-431375
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2022 D
File 021-428958
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2022 D
File 021-428967
$0$0$0None listed on this filingEDGAR ↗
Dec 7, 2021 D
File 021-423905
$0$0$0None listed on this filingEDGAR ↗
Dec 7, 2021 D
File 021-423917
$0$0$0None listed on this filingEDGAR ↗
Dec 2, 2021 D
File 021-423224
$0$0$0None listed on this filingEDGAR ↗
Dec 1, 2021 D
File 021-423099
$0$0$0None listed on this filingEDGAR ↗
Nov 23, 2021 D
File 021-422254
$0$0$0None listed on this filingEDGAR ↗
Nov 23, 2021 D
File 021-422264
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2021 D
File 021-416005
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2021 D
File 021-416009
$0$0$0None listed on this filingEDGAR ↗
Aug 24, 2021 D
File 021-411032
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2021 D
File 021-410017
$0$0$0None listed on this filingEDGAR ↗
Aug 11, 2021 D
File 021-409574
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2021 D
File 021-406738
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2021 D
File 021-406742
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2021 D
File 021-405534
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2021 D
File 021-405536
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2021 D
File 021-405543
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2021 D
File 021-405611
$0$0$0None listed on this filingEDGAR ↗
Jun 22, 2021 D
File 021-403700
$0$0$0None listed on this filingEDGAR ↗
Jun 22, 2021 D
File 021-403706
$0$0$0None listed on this filingEDGAR ↗
Jun 22, 2021 D
File 021-403711
$0$0$0None listed on this filingEDGAR ↗
Jun 21, 2021 D/A
File 021-369314
$0$0$0None listed on this filingEDGAR ↗
May 11, 2021 D
File 021-398933
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2021 D
File 021-397129
$0$0$0None listed on this filingEDGAR ↗
Apr 23, 2021 D
File 021-396865
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2021 D
File 021-394976
$0$0$0None listed on this filingEDGAR ↗
Apr 1, 2021 D
File 021-394307
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2021 D
File 021-394100
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2021 D
File 021-394107
$0$0$0None listed on this filingEDGAR ↗
Mar 23, 2021 D
File 021-393101
$0$0$0None listed on this filingEDGAR ↗
Mar 22, 2021 D
File 021-392953
$0$0$0None listed on this filingEDGAR ↗
Mar 22, 2021 D
File 021-392954
$0$0$0None listed on this filingEDGAR ↗
Mar 22, 2021 D
File 021-393088
$0$0$0None listed on this filingEDGAR ↗
Mar 18, 2021 D/A
File 021-335619
$0$0$0None listed on this filingEDGAR ↗
Feb 17, 2021 D
File 021-389682
$0$0$0None listed on this filingEDGAR ↗
Feb 2, 2021 D
File 021-388186
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2021 D
File 021-387435
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2021 D
File 021-387413
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2021 D
File 021-387405
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2021 D
File 021-386294
$0$0$0None listed on this filingEDGAR ↗
Jan 8, 2021 D/A
File 021-357724
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2020 D
File 021-384758
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2020 D
File 021-384539
$0$0$0None listed on this filingEDGAR ↗
Nov 25, 2020 D/A
File 021-326505
$0$0$0None listed on this filingEDGAR ↗
Nov 25, 2020 D/A
File 021-326511
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2020 D
File 021-381218
$0$0$0None listed on this filingEDGAR ↗
Nov 16, 2020 D
File 021-380689
$0$0$0None listed on this filingEDGAR ↗
Oct 15, 2020 D
File 021-377944
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2020 D
File 021-376949
$0$0$0None listed on this filingEDGAR ↗
Sep 22, 2020 D
File 021-375967
$0$0$0None listed on this filingEDGAR ↗
Aug 14, 2020 D
File 021-373257
$0$0$0None listed on this filingEDGAR ↗
Aug 10, 2020 D
File 021-372832
$0$0$0None listed on this filingEDGAR ↗
Jul 16, 2020 D
File 021-371218
$0$0$0None listed on this filingEDGAR ↗
Jun 23, 2020 D
File 021-369469
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2020 D
File 021-369249
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2020 D
File 021-369242
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2020 D
File 021-369245
$0$0$0None listed on this filingEDGAR ↗
Apr 17, 2020 D
File 021-365329
$0$0$0None listed on this filingEDGAR ↗
Apr 17, 2020 D
File 021-365340
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2020 D
File 021-365171
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2020 D
File 021-360872
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2020 D
File 021-360873
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2020 D
File 021-360896
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2020 D
File 021-360901
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2020 D
File 021-360907
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2020 D
File 021-360119
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2020 D
File 021-360121
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2020 D
File 021-360123
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2020 D
File 021-360124
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2020 D
File 021-360125
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2020 D
File 021-360135
$0$0$0None listed on this filingEDGAR ↗
Dec 2, 2019 D
File 021-354525
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2019 D
File 021-353870
$0$0$0None listed on this filingEDGAR ↗
Jul 26, 2019 D
File 021-345145
$0$0$0None listed on this filingEDGAR ↗
Jun 11, 2019 D/A
File 021-336239
$0$0$0None listed on this filingEDGAR ↗
Jun 11, 2019 D/A
File 021-336241
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2019 D
File 021-338248
$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 409

Every issuer that named Michael D. Hankin 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 · group: Brown Advisory

Brown Advisory Investors 2026 - DRA XII, LLLP

Baltimore, MD · Oct 19, 2026
  • Oct 19, 2026 · D · $3,550,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $3.55M from 15 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: Brown Advisory

Brown Advisory Investors 2025-CRC Retail Fund II, LLLP

Baltimore, MD · Jul 18, 2025 → Oct 19, 2026 · 2 filings
  • Oct 19, 2026 · D/A · $8,050,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗
  • Jul 18, 2025 · D · $6,850,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $8.05M from 27 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: Brown Advisory

BANG Density Investors AI 3 LLC

Baltimore, MD · Oct 14, 2026
  • Oct 14, 2026 · D · $2,029,698 sold of Indefinite · 90 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.03M 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: Brown Advisory

BANG Density Investors AI 4 LLC

Baltimore, MD · Oct 14, 2026
  • Oct 14, 2026 · D · $597,832 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $598K from 29 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: Brown Advisory

Brown NextGen Density Investors AI 2 LLC

Baltimore, MD · Oct 14, 2026
  • Oct 14, 2026 · D · $2,281,500 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.28M 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: Brown Advisory

BANG Density Investors QP 2 LLC

Baltimore, MD · Oct 14, 2026
  • Oct 14, 2026 · D · $50,285,326 sold of Indefinite · 321 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $50.3M from 321 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: Brown Advisory

Brown Advisory Investors 2026 - DCVC E&C II, LLLP

Baltimore, MD · Oct 6, 2026
  • Oct 6, 2026 · D · $5,400,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $5.4M from 12 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: Brown Advisory

Brown Advisory Investors 2026 - HIG Infrastructure II (TE), LLLP

Baltimore, MD · Sep 23, 2026
  • Sep 23, 2026 · D · $18,512,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $18.5M from 28 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: Brown Advisory

Brown Advisory Investors 2026 - HIG Infrastructure II, LLLP

Baltimore, MD · Sep 23, 2026
  • Sep 23, 2026 · D · $22,785,000 sold of Indefinite · 67 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $22.8M from 67 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: Brown Advisory

Brown Advisory Venture Capital Partners 6, LLLP

Baltimore, MD · Sep 10, 2026
  • Sep 10, 2026 · D · $15,600,000 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $15.6M 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 · group: Brown Advisory

Ashwood 2026 Private Investment II - IES

Baltimore, MD · Sep 10, 2026
  • Sep 10, 2026 · D · $20,500,000 sold of Indefinite · 20 investors · min. $250,000 · role: Executive Officer (Co-President and Co-CEO of the Adviser of the Issuer) EDGAR ↗

Raised $20.5M 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

Ashwood 2026 Private Investment I - Zen Educate II

Baltimore, MD · Sep 9, 2026
  • Sep 9, 2026 · D · $6,725,000 sold of Indefinite · 16 investors · min. $25,000 · role: Executive Officer (Co-President and Co-CEO of the Adviser of the Issuer) EDGAR ↗

Raised $6.72M 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 · group: Brown Advisory

Ashwood 2026 Private Investment III - Transom V

Baltimore, MD · Sep 8, 2026
  • Sep 8, 2026 · D · $9,640,000 sold of Indefinite · 15 investors · min. $40,000 · role: Executive Officer (Co-President and Co-CEO of the Adviser of the Issuer) EDGAR ↗

Raised $9.64M from 15 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: Brown Advisory

Ashwood 2026 Global Equity I - Salik

Baltimore, MD · Sep 3, 2026
  • Sep 3, 2026 · D · $10,860,000 sold of Indefinite · 26 investors · min. $10,000 · role: Executive Officer (Co-President and Co-CEO of the Adviser of the Issuer) EDGAR ↗

Raised $10.9M 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: Brown Advisory

Ashwood 2025 Private Investment IV - AR

Baltimore, MD · Mar 11, 2026 → Sep 3, 2026 · 2 filings
  • Sep 3, 2026 · D/A · $19,017,636 sold of Indefinite · 66 investors · min. $15,000 · role: Executive Officer (Co-President and Co-CEO of the Adviser of the Issuer) EDGAR ↗
  • Mar 11, 2026 · D · $190,176,360 sold of Indefinite · 66 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $190.2M from 66 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: Brown Advisory

Brown Advisory Investors 2026 - VC Feeder Fund - B, LLLP

Baltimore, MD · Aug 31, 2026
  • Aug 31, 2026 · D · $12,350,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $12.3M from 13 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: Brown Advisory

NextGen Makora LLC

Baltimore, MD · Aug 25, 2026
  • Aug 25, 2026 · D · $1,500,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.5M from 18 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: Brown Advisory

Brown Advisory Investors 2026 - VC Feeder Fund - AI 2, LLLP

Baltimore, MD · Aug 20, 2026
  • Aug 20, 2026 · D · $29,905,000 sold of Indefinite · 105 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $29.9M 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 · group: Brown Advisory

Brown Advisory Investors 2026 - Quad-C Partners XI, LLLP

Baltimore, MD · Jul 9, 2026
  • Jul 9, 2026 · D · $9,450,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $9.45M from 24 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: Brown Advisory

BANG Prometheus LLC

Baltimore, MD · Jul 8, 2026
  • Jul 8, 2026 · D · $2,250,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.25M 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: Brown Advisory

NextGen VizCo LLC

Baltimore, MD · Jul 8, 2026
  • Jul 8, 2026 · D · $165,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $165K 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: Brown Advisory

NextGen Coalition LLC

Baltimore, MD · Jul 1, 2026
  • Jul 1, 2026 · D · $850,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $850K from 15 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: Brown Advisory

Brown Advisory Real Estate Partners 7, LLLP

Baltimore, MD · Jun 18, 2026
  • Jun 18, 2026 · D · $2,787,500 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $2.79M from 15 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: Brown Advisory

Brown Advisory REP 7 Co-Invest Fund, LLLP

Baltimore, MD · Jun 18, 2026
  • Jun 18, 2026 · D · $1,013,384 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $1.01M from 3 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: Brown Advisory

Brown Advisory Investors 2026 - COF IV, LLLP

Baltimore, MD · Jun 10, 2026
  • Jun 10, 2026 · D · $5,675,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $5.67M from 12 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: Brown Advisory

Brown Advisory Investors 2026 - Venture Capital Feeder Fund - AI, LLLP

Baltimore, MD · Jun 3, 2026
  • Jun 3, 2026 · D · $190,000,000 sold of Indefinite · 257 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $190M from 257 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: Brown Advisory

Brown Advisory Global Managers, LLLP

Baltimore, MD · Jul 13, 2020 → May 8, 2026 · 70 filings
  • May 8, 2026 · D · $13,425,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $19,125,000 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $31,490,000 sold of Indefinite · 89 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $40,235,000 sold of Indefinite · 72 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $105,058,000 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $70,287,700 sold of Indefinite · 128 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $62,923,000 sold of Indefinite · 133 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $220,685,000 sold of Indefinite · 255 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $38,425,000 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $108,708,000 sold of Indefinite · 130 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $84,210,500 sold of Indefinite · 151 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 26, 2026 · D/A · $126,805,000 sold of Indefinite · 339 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $17,025,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $28,650,000 sold of Indefinite · 37 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $29,740,000 sold of Indefinite · 83 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $40,235,000 sold of Indefinite · 72 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $14,878,500 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $74,608,000 sold of Indefinite · 124 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $68,787,700 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $62,923,000 sold of Indefinite · 133 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $219,685,000 sold of Indefinite · 255 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $84,210,500 sold of Indefinite · 75 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $126,805,000 sold of Indefinite · 357 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jan 8, 2025 · D/A · $62,923,000 sold of Indefinite · 133 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Oct 11, 2024 · D/A · $73,108,000 sold of Indefinite · 123 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2024 · D/A · $40,235,000 sold of Indefinite · 72 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2024 · D/A · $14,878,500 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2024 · D/A · $68,787,700 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2024 · D/A · $216,085,000 sold of Indefinite · 254 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2024 · D/A · $84,210,500 sold of Indefinite · 75 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2024 · D/A · $122,905,000 sold of Indefinite · 349 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2024 · D/A · $54,800,000 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Apr 5, 2024 · D/A · $27,365,000 sold of Indefinite · 78 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Mar 8, 2024 · D · $7,900,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Mar 8, 2024 · D · $2,900,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jan 30, 2024 · D/A · $62,923,000 sold of Indefinite · 133 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Oct 10, 2023 · D/A · $68,983,000 sold of Indefinite · 118 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2023 · D/A · $81,410,500 sold of Indefinite · 74 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2023 · D/A · $64,037,700 sold of Indefinite · 124 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2023 · D/A · $14,878,500 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2023 · D/A · $54,800,000 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2023 · D/A · $34,835,000 sold of Indefinite · 71 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2023 · D/A · $208,110,000 sold of Indefinite · 251 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2023 · D/A · $118,455,000 sold of Indefinite · 331 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Apr 6, 2023 · D/A · $26,165,000 sold of Indefinite · 73 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 8, 2023 · D/A · $62,923,000 sold of Indefinite · 133 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Oct 4, 2022 · D/A · $63,173,000 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2022 · D/A · $33,335,000 sold of Indefinite · 69 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2022 · D/A · $49,337,700 sold of Indefinite · 94 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2022 · D/A · $196,910,000 sold of Indefinite · 239 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2022 · D/A · $79,910,500 sold of Indefinite · 71 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2022 · D/A · $118,455,000 sold of Indefinite · 326 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2022 · D/A · $54,800,000 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2022 · D/A · $14,878,500 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Apr 7, 2022 · D · $15,815,000 sold of Indefinite · 55 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 14, 2022 · D/A · $62,223,000 sold of Indefinite · 136 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Oct 8, 2021 · D/A · $48,163,000 sold of Indefinite · 88 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 15, 2021 · D/A · $157,025,000 sold of Indefinite · 187 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 15, 2021 · D/A · $70,660,500 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 13, 2021 · D · $12,878,500 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 13, 2021 · D · $20,000,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 12, 2021 · D/A · $48,587,700 sold of Indefinite · 93 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jan 14, 2021 · D · $74,800,000 sold of Indefinite · 153 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jan 14, 2021 · D · $34,490,000 sold of Indefinite · 73 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Dec 23, 2020 · D/A · $100,405,000 sold of Indefinite · 276 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Dec 23, 2020 · D/A · $54,800,000 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Oct 9, 2020 · D · $23,288,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 16, 2020 · D/A · $110,025,000 sold of Indefinite · 141 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 16, 2020 · D/A · $50,361,500 sold of Indefinite · 128 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jul 13, 2020 · D · $45,755,000 sold of Indefinite · 84 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗

Raised $220.7M from 357 investors as of the latest filing. Michael is listed as executive officer on 70 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: Brown Advisory

Brown Advisory Private Equity Partners 14 (A), LLLP

Baltimore, MD · May 7, 2026
  • May 7, 2026 · D · $21,085,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $21.1M from 15 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: Brown Advisory

Brown Advisory Private Equity Partners 14 (Q), LLLP

Baltimore, MD · May 7, 2026
  • May 7, 2026 · D · $23,969,500 sold of Indefinite · 53 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $24M from 53 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: Brown Advisory

BROWN NEXTGEN DENSITY AI LLC

Baltimore, MD · Feb 25, 2026 → May 5, 2026 · 2 filings
  • May 5, 2026 · D/A · $1,190,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 25, 2026 · D · $840,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.19M from 14 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: Brown Advisory

NextGen VistaPath LLC

Baltimore, MD · Aug 12, 2022 → Apr 30, 2026 · 5 filings
  • Apr 30, 2026 · D/A · $731,299 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 7, 2025 · D/A · $691,799 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 12, 2024 · D/A · $520,839 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 11, 2023 · D/A · $219,975 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 12, 2022 · D · $219,975 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $731K from 24 investors as of the latest filing. Michael is listed as executive officer, director on 5 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: Brown Advisory

NextGen Abett LLC

Baltimore, MD · Mar 26, 2021 → Apr 27, 2026 · 6 filings
  • Apr 27, 2026 · D/A · $1,334,413 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 18, 2025 · D/A · $1,134,413 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 4, 2024 · D/A · $811,069 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 4, 2023 · D/A · $811,069 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 4, 2022 · D/A · $502,888 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 26, 2021 · D · $140,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.33M from 21 investors as of the latest filing. Michael is listed as executive officer, director on 6 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: Brown Advisory

Brown Advisory Investors 2026 - Blockchain Fund, LLLP

Baltimore, MD · Apr 6, 2026
  • Apr 6, 2026 · D · $1,425,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $1.43M 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 · group: Brown Advisory

Brown Advisory Investors 2026 - FFG IV, LLLP

Baltimore, MD · Apr 6, 2026
  • Apr 6, 2026 · D · $57,000,000 sold of Indefinite · 133 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $57M from 133 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: Brown Advisory

Brown Advisory Investors 2026 - DSOF, LLLP

Baltimore, MD · Mar 24, 2026
  • Mar 24, 2026 · D · $12,187,500 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $12.2M from 21 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: Brown Advisory

Ashwood 2025 Private Investment VI - Zen Educate

Baltimore, MD · Mar 11, 2026
  • Mar 11, 2026 · D · $8,150,000 sold of Indefinite · 16 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $8.15M 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 · group: Brown Advisory

Ashwood 2025 Private Investment V - Squadra III

Baltimore, MD · Mar 11, 2026
  • Mar 11, 2026 · D · $5,125,000 sold of Indefinite · 11 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $5.13M 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

Ashwood 2025 Private Investment III - Wavecrest III

Baltimore, MD · Mar 11, 2026
  • Mar 11, 2026 · D · $1,350,000 sold of Indefinite · 11 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $1.35M 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other · group: Brown Advisory

Brown Advisory Group Holdings LLC

Baltimore, MD · Mar 3, 2021 → Feb 26, 2026 · 6 filings
  • Feb 26, 2026 · D/A · $912,325,465 sold of Indefinite · 288 investors · min. No minimum reported · role: Executive Officer, Director ("Executive Officer and Director of Brown Advisory Incorporated, the manager of the Issuer (the ""Manager"")") EDGAR ↗
  • Feb 27, 2025 · D/A · $794,747,917 sold of Indefinite · 246 investors · min. No minimum reported · role: Executive Officer, Director (Executive Officer and Director of Brown Advisory Incorporated, the manager of the Issuer (the Manager)) EDGAR ↗
  • Feb 26, 2024 · D/A · $541,947,632 sold of Indefinite · 222 investors · min. No minimum reported · role: Executive Officer, Director (Executive Officer and Director of the Manager) EDGAR ↗
  • Feb 28, 2023 · D/A · $439,798,731 sold of Indefinite · 220 investors · min. No minimum reported · role: Executive Officer, Director (Executive Officer and Director of the Manager) EDGAR ↗
  • Mar 2, 2022 · D/A · $337,022,243 sold of Indefinite · 212 investors · min. No minimum reported · role: Executive Officer, Director (Executive Officer and Director of the Manager) EDGAR ↗
  • Mar 3, 2021 · D/A · $244,279,920 sold of Indefinite · 183 investors · min. No minimum reported · role: Executive Officer, Director (Executive Officer and Director of the Manager) EDGAR ↗

Raised $912.3M from 288 investors as of the latest filing. Michael is listed as executive officer, director on 6 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other · group: Brown Advisory

BAGH-B LLC

Baltimore, MD · Mar 3, 2021 → Feb 26, 2026 · 6 filings
  • Feb 26, 2026 · D/A · $114,589,565 sold of Indefinite · 55 investors · min. No minimum reported · role: Executive Officer ("Executive Officer of Brown Advisory Incorporated, the manager of the Issuer (the ""Manager"")") EDGAR ↗
  • Feb 27, 2025 · D/A · $67,981,235 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer ("Executive Officer of Brown Advisory Incorporated, the manager of the Issuer (the ""Manager"")") EDGAR ↗
  • Feb 26, 2024 · D/A · $49,375,482 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Manager) EDGAR ↗
  • Feb 28, 2023 · D/A · $37,517,081 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Manager) EDGAR ↗
  • Mar 2, 2022 · D/A · $27,628,500 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Manager) EDGAR ↗
  • Mar 3, 2021 · D/A · $11,030,666 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Director (Executive Officer and Director of the Manager) EDGAR ↗

Raised $114.6M from 55 investors as of the latest filing. Michael is listed as executive officer, director on 6 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

Brown Advisory Global Focus Onshore Fund, L.P.

Baltimore, MD · Nov 18, 2020 → Feb 26, 2026 · 5 filings
  • Feb 26, 2026 · D/A · $236,413,960 sold of Indefinite · 160 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $75,107,673 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jun 6, 2024 · D/A · $58,017,673 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Jun 6, 2023 · D/A · $38,392,674 sold of Indefinite · 33 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Nov 18, 2020 · D · $12,781,674 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗

Raised $236.4M from 160 investors as of the latest filing. Michael is listed as executive officer on 5 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: Brown Advisory

BROWN ADVISORY ALTERNATIVE STRATEGIES, L.P.

Baltimore, MD · Jul 16, 2020 → Feb 26, 2026 · 7 filings
  • Feb 26, 2026 · D/A · $674,575,668 sold of Indefinite · 982 investors · min. No minimum reported · role: Executive Officer (Co-Chief Executive Officer and Co-President of the General Partner of the Issuer) EDGAR ↗
  • Feb 27, 2025 · D/A · $669,325,668 sold of Indefinite · 975 investors · min. No minimum reported · role: Executive Officer (Co-Chief Executive Officer and Co-President of the General Partner of the Issuer) EDGAR ↗
  • Jul 12, 2024 · D/A · $668,775,668 sold of Indefinite · 973 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Jul 12, 2023 · D/A · $654,474,668 sold of Indefinite · 951 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Jul 12, 2022 · D/A · $634,862,830 sold of Indefinite · 917 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Jul 15, 2021 · D/A · $561,142,662 sold of Indefinite · 736 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Jul 16, 2020 · D/A · $504,682,662 sold of Indefinite · 636 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $674.6M from 982 investors as of the latest filing. Michael is listed as executive officer on 7 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: Brown Advisory

BROWN ADVISORY INVESTORS SI INTERNATIONAL LLLP

Baltimore, MD · Dec 7, 2020 → Feb 26, 2026 · 7 filings
  • Feb 26, 2026 · D/A · $78,250,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Feb 27, 2025 · D/A · $57,250,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer.) EDGAR ↗
  • Nov 12, 2024 · D/A · $57,250,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Nov 30, 2023 · D/A · $50,750,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Nov 23, 2022 · D/A · $13,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Dec 7, 2021 · D/A · $13,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗
  • Dec 7, 2020 · D · $5,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer.) EDGAR ↗

Raised $78.3M from 22 investors as of the latest filing. Michael is listed as executive officer on 7 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: Brown Advisory

BANG AMI Labs, LLC

Baltimore, MD · Feb 19, 2026
  • Feb 19, 2026 · D · $1,460,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.46M from 21 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: Brown Advisory

Brown Advisory Investors 2026 - AI GPE XI, LLLP

Baltimore, MD · Feb 18, 2026
  • Feb 18, 2026 · D · $25,500,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $25.5M 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: Brown Advisory

Brown Advisory Investors 2026 - BVSL IX, LLLP

Baltimore, MD · Feb 18, 2026
  • Feb 18, 2026 · D · $20,000,000 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $20M 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 · group: Brown Advisory

SFM Global Strategies QP, L.P.

Baltimore, MD · Jan 26, 2026
  • Jan 26, 2026 · D/A · $218,374,878 sold of Indefinite · 114 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $605.1M from 114 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: Brown Advisory

SFM GLOBAL STRATEGIES LP

Baltimore, MD · Jan 26, 2026
  • Jan 26, 2026 · D/A · $442,319,956 sold of Indefinite · 145 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $633.5M from 145 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: Brown Advisory

SFM Capital Markets, L.P.

Baltimore, MD · Jan 26, 2026
  • Jan 26, 2026 · D/A · $643,968,289 sold of Indefinite · 173 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $644M from 173 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: Brown Advisory

Brown Advisory Investors 2026 - Venture Capital Feeder Fund- A, LLLP

Baltimore, MD · Jan 14, 2026
  • Jan 14, 2026 · D · $20,059,000 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $20.1M 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 · group: Brown Advisory

BANG DENSITY INVESTORS AI LLC

Baltimore, MD · Jan 13, 2026
  • Jan 13, 2026 · D · $2,118,660 sold of Indefinite · 95 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.12M from 95 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: Brown Advisory

BANG DENSITY INVESTORS QP LLC

Baltimore, MD · Jan 12, 2026
  • Jan 12, 2026 · D · $30,596,618 sold of Indefinite · 315 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $30.6M from 315 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: Brown Advisory

BANG DENSITY INVESTORS AI 2 LLC

Baltimore, MD · Jan 12, 2026
  • Jan 12, 2026 · D · $1,612,800 sold of Indefinite · 45 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.61M from 45 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: Brown Advisory

Brown Advisory Investors 2025 - CAP91 Fund II, LLLP

Baltimore, MD · Jan 12, 2026
  • Jan 12, 2026 · D · $14,555,000 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $14.6M 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: Brown Advisory

Brown Advisory Investors 2026 - Venture Capital Feeder Fund - T, LLLP

Baltimore, MD · Dec 19, 2025
  • Dec 19, 2025 · D · $33,910,000 sold of Indefinite · 93 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $33.9M from 93 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: Brown Advisory

Brown Advisory Investors 2025 - Greystar Equity Partners XII, LLLP

Baltimore, MD · Dec 19, 2025
  • Dec 19, 2025 · D · $12,500,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $12.5M 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: Brown Advisory

Brown Advisory Energy Innovation Partners 1, LLLP

Baltimore, MD · Dec 19, 2025
  • Dec 19, 2025 · D · $5,125,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $5.13M 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: Brown Advisory

Brown Advisory Investors 2025 - SRP Fund E, LLLP

Baltimore, MD · Dec 19, 2025
  • Dec 19, 2025 · D · $14,680,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $14.7M from 21 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: Brown Advisory

BDT & MSD Senior Lending - Brown Advisory Founders (TE), LLLP

Baltimore, MD · Dec 11, 2025
  • Dec 11, 2025 · D · $124,640,000 sold of Indefinite · 165 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $124.6M from 165 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: Brown Advisory

BDT & MSD Senior Lending - Brown Advisory Founders, LLLP

Baltimore, MD · Dec 11, 2025
  • Dec 11, 2025 · D · $65,000,000 sold of Indefinite · 128 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $65M 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: Brown Advisory

NextGen TLDC LLC

Baltimore, MD · Sep 22, 2025
  • Sep 22, 2025 · D · $300,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $300K 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: Brown Advisory

Brown Advisory Investors 2025 - Hollyport IX, LLLP

Baltimore, MD · Sep 18, 2025
  • Sep 18, 2025 · D · $12,500,000 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $12.5M 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 · group: Brown Advisory

Brown Advisory Investors 2025 - Finback 2024, LLLP

Baltimore, MD · Aug 25, 2025
  • Aug 25, 2025 · D · $1,800,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $1.8M 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: Brown Advisory

Ashwood 2025 Global Equity I - Stellar

Baltimore, MD · Jul 23, 2025
  • Jul 23, 2025 · D · $5,700,000 sold of Indefinite · 8 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $5.7M 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 · group: Brown Advisory

Brown Advisory Investors 2025-JMI XII, LLLP

Baltimore, MD · Jul 17, 2025
  • Jul 17, 2025 · D · $15,175,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $15.2M from 56 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: Brown Advisory

Zack's Mighty Organic Series B Investors, LLC

Baltimore, MD · Jul 10, 2025
  • Jul 10, 2025 · D · $928,400 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the Managing Member of the Issuer) EDGAR ↗

Raised $928K 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

Brown Advisory Venture Capital Partners 5, LLLP

Baltimore, MD · Jun 3, 2025
  • Jun 3, 2025 · D · $16,250,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $16.3M from 12 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: Brown Advisory

Brown Advisory Private Equity Partners 13 (Q), LLLP

Baltimore, MD · Apr 28, 2025 → May 22, 2025 · 2 filings
  • May 22, 2025 · D/A · $66,166,000 sold of Indefinite · 153 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗
  • Apr 28, 2025 · D · $56,321,000 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $66.2M from 153 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: Brown Advisory

Brown Advisory Private Equity Partners 13 (A), LLLP

Baltimore, MD · Apr 28, 2025 → May 22, 2025 · 2 filings
  • May 22, 2025 · D/A · $1,295,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗
  • Apr 28, 2025 · D · $895,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $1.29M 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: Brown Advisory

Ashwood 2025 Private Investment II - Fleetio

Baltimore, MD · May 19, 2025
  • May 19, 2025 · D · $5,220,000 sold of Indefinite · 21 investors · min. $5,000 · role: Executive Officer EDGAR ↗

Raised $5.22M from 21 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: Brown Advisory

Brown Advisory Investors 2024 - CRC VAMF I, LLLP

Baltimore, MD · Mar 1, 2024 → Apr 28, 2025 · 2 filings
  • Apr 28, 2025 · D/A · $12,105,000 sold of Indefinite · 53 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗
  • Mar 1, 2024 · D · $10,755,000 sold of Indefinite · 45 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $12.1M from 53 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: Brown Advisory

Brown Advisory Investors 2025 - DEF II, LLLP

Baltimore, MD · Apr 28, 2025
  • Apr 28, 2025 · D · $11,800,323 sold of Indefinite · 55 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $11.8M 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: Brown Advisory

Brown Advisory Investors 2025 - FFG III, LLLP

Baltimore, MD · Apr 28, 2025
  • Apr 28, 2025 · D · $12,012,000 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $12M 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 · group: Brown Advisory

Ashwood 2023 Private Investment III - AR

Baltimore, MD · Mar 31, 2023 → Apr 17, 2025 · 2 filings
  • Apr 17, 2025 · D/A · $31,083,000 sold of Indefinite · 76 investors · min. $2,500 · role: Executive Officer EDGAR ↗
  • Mar 31, 2023 · D · $28,230,000 sold of Indefinite · 76 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $31.1M from 76 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: Brown Advisory

Brown Advisory Private Income Partners 5, LLLP

Baltimore, MD · Oct 11, 2024 → Apr 8, 2025 · 2 filings
  • Apr 8, 2025 · D/A · $23,350,000 sold of Indefinite · 74 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗
  • Oct 11, 2024 · D · $15,575,000 sold of Indefinite · 46 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $23.4M from 74 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: Brown Advisory

Brown Advisory Private Income Partners 5 (TE), LLLP

Baltimore, MD · Oct 11, 2024 → Apr 8, 2025 · 2 filings
  • Apr 8, 2025 · D/A · $22,070,000 sold of Indefinite · 83 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗
  • Oct 11, 2024 · D · $8,770,000 sold of Indefinite · 41 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $22.1M from 83 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: Brown Advisory

Brown Advisory Real Estate Partners 6 (A), LLLP

Baltimore, MD · Apr 8, 2025
  • Apr 8, 2025 · D · $765,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $765K 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: Brown Advisory

Brown Advisory Investors 2023 - Blue Water Dealership Fund, LLLP

Baltimore, MD · May 24, 2023 → Mar 25, 2025 · 2 filings
  • Mar 25, 2025 · D/A · $20,483,000 sold of Indefinite · 94 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗
  • May 24, 2023 · D · $9,808,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $20.5M from 94 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: Brown Advisory

Ashwood 2025 Private Investment I - Venture Guides II

Baltimore, MD · Mar 13, 2025
  • Mar 13, 2025 · D · $15,500,000 sold of Indefinite · 23 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $15.5M 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: Brown Advisory

Brown Advisory Investors 2025 - Power Infrastructure (TE), LLLP

Baltimore, MD · Mar 11, 2025
  • Mar 11, 2025 · D · $10,961,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $11M 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: Brown Advisory

Brown Advisory Investors 2025 - Power Infrastructure, LLLP

Baltimore, MD · Mar 11, 2025
  • Mar 11, 2025 · D · $21,077,500 sold of Indefinite · 70 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $21.1M from 70 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: Brown Advisory

Brown Advisory Investors 2025 - BDSF VI, LLLP

Baltimore, MD · Feb 20, 2025
  • Feb 20, 2025 · D · $9,550,000 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer (Co-President and Co-CEO of the General Partner of the Issuer) EDGAR ↗

Raised $9.55M from 34 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: Brown Advisory

NextGen Openova LLC

Baltimore, MD · Jan 27, 2025
  • Jan 27, 2025 · D · $500,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $500K 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 · group: Brown Advisory

Brown Advisory Investors 2024 - CCF I, LLLP

Baltimore, MD · Jan 2, 2025
  • Jan 2, 2025 · D · $4,827,000 sold of $4,827,000 · 15 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $4.83M from 15 investors (100% of the $4.83M target) 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: Brown Advisory

Brown Advisory Venture Capital Partners 4, LLLP

Baltimore, MD · Jan 17, 2024 → Dec 26, 2024 · 2 filings
  • Dec 26, 2024 · D/A · $32,115,000 sold of Indefinite · 65 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2024 · D · $9,715,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $32.1M 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 · group: Brown Advisory

Brown Advisory Investors 2024 - AGF VII, LLLP

Baltimore, MD · Dec 3, 2024
  • Dec 3, 2024 · D · $9,713,000 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $9.71M 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 · group: Brown Advisory

NextGen Omnifi LLC

Baltimore, MD · Nov 2, 2022 → Nov 1, 2024 · 3 filings
  • Nov 1, 2024 · D/A · $475,015 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 3, 2023 · D/A · $475,015 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Nov 2, 2022 · D · $475,015 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $475K from 18 investors as of the latest filing. Michael is listed as executive officer, director 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: Brown Advisory

Brown Advisory Investors 2024 - RAHPF VI, LLLP

Baltimore, MD · Oct 15, 2024
  • Oct 15, 2024 · D · $6,490,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $6.49M from 21 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: Brown Advisory

Brown Advisory Real Estate Partners 5 (B), LLLP

Baltimore, MD · Oct 15, 2024
  • Oct 15, 2024 · D · $30,765,375 sold of Indefinite · 149 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $30.8M from 149 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: Brown Advisory

Brown Advisory Real Estate Partners 5 (A), LLLP

Baltimore, MD · Oct 15, 2024
  • Oct 15, 2024 · D · $2,545,500 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $2.55M 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: Brown Advisory

NextGen Syncari LLC

Baltimore, MD · Oct 2, 2020 → Oct 2, 2024 · 5 filings
  • Oct 2, 2024 · D/A · $4,088,267 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 3, 2023 · D/A · $3,549,962 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Oct 3, 2022 · D/A · $3,549,962 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Oct 1, 2021 · D/A · $1,508,098 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Oct 2, 2020 · D/A · $1,508,098 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $4.09M from 20 investors as of the latest filing. Michael is listed as executive officer, director on 5 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: Brown Advisory

NextGen Walrus LLC

Baltimore, MD · Oct 2, 2020 → Oct 2, 2024 · 5 filings
  • Oct 2, 2024 · D/A · $1,537,576 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 3, 2023 · D/A · $1,537,576 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Oct 3, 2022 · D/A · $1,200,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Oct 1, 2021 · D/A · $1,200,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Oct 2, 2020 · D/A · $1,200,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.54M from 18 investors as of the latest filing. Michael is listed as executive officer, director on 5 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: Brown Advisory

Brown Advisory Investors 2024 - LCP VI, LLLP

Baltimore, MD · Sep 19, 2024
  • Sep 19, 2024 · D · $16,165,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $16.2M from 29 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: Brown Advisory

Ashwood 2024 Private Investment III - Imprint

Baltimore, MD · Sep 18, 2024
  • Sep 18, 2024 · D · $4,610,000 sold of Indefinite · 14 investors · min. $10,000 · role: Executive Officer EDGAR ↗

Raised $4.61M 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: Brown Advisory

NextGen Opternative LLC

Baltimore, MD · Sep 15, 2020 → Sep 16, 2024 · 5 filings
  • Sep 16, 2024 · D/A · $247,500 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 15, 2023 · D/A · $247,500 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 15, 2022 · D/A · $247,500 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 15, 2021 · D/A · $247,500 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 15, 2020 · D · $247,500 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $248K from 17 investors as of the latest filing. Michael is listed as executive officer, director on 5 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: Brown Advisory

NextGen Turtlehealth LLC

Baltimore, MD · Aug 31, 2022 → Aug 30, 2024 · 3 filings
  • Aug 30, 2024 · D/A · $100,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 31, 2023 · D/A · $100,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 31, 2022 · D · $100,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $100K from 5 investors as of the latest filing. Michael is listed as executive officer, director 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: Brown Advisory

NextGen Till LLC

Baltimore, MD · Aug 19, 2020 → Aug 20, 2024 · 5 filings
  • Aug 20, 2024 · D/A · $2,900,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 17, 2023 · D/A · $2,900,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 19, 2022 · D/A · $2,900,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 19, 2021 · D/A · $2,900,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 19, 2020 · D/A · $2,000,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $2.9M from 23 investors as of the latest filing. Michael is listed as executive officer, director on 5 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: Brown Advisory

NextGen Hone LLC

Baltimore, MD · Aug 3, 2020 → Jul 30, 2024 · 5 filings
  • Jul 30, 2024 · D/A · $1,383,033 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 3, 2023 · D/A · $1,383,033 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 3, 2022 · D/A · $884,609 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 3, 2021 · D/A · $540,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 3, 2020 · D · $300,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.38M from 24 investors as of the latest filing. Michael is listed as executive officer, director on 5 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: Brown Advisory

NextGen Geosite LLC

Baltimore, MD · Jul 26, 2021 → Jul 30, 2024 · 4 filings
  • Jul 30, 2024 · D/A · $235,020 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 25, 2023 · D/A · $235,020 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 26, 2022 · D/A · $235,020 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 26, 2021 · D · $235,020 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $235K from 11 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: Brown Advisory

NextGen Statt LLC

Baltimore, MD · Jul 26, 2021 → Jul 30, 2024 · 4 filings
  • Jul 30, 2024 · D/A · $195,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 25, 2023 · D/A · $195,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 26, 2022 · D/A · $195,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 26, 2021 · D · $195,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $195K from 14 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: Brown Advisory

NextGen Clear Street LLC

Baltimore, MD · Jul 25, 2022 → Jul 30, 2024 · 3 filings
  • Jul 30, 2024 · D/A · $295,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 25, 2023 · D/A · $295,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 25, 2022 · D · $295,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $295K from 13 investors as of the latest filing. Michael is listed as executive officer, director 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: Brown Advisory

NextGen Datazoom LLC

Baltimore, MD · Jul 10, 2020 → Jul 30, 2024 · 5 filings
  • Jul 30, 2024 · D/A · $3,763,490 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 12, 2023 · D/A · $3,263,490 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 12, 2022 · D/A · $1,986,198 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 12, 2021 · D/A · $1,986,198 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 10, 2020 · D · $750,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $3.76M from 21 investors as of the latest filing. Michael is listed as executive officer, director on 5 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: Brown Advisory

NextGen Customer Science LLC

Baltimore, MD · Jun 28, 2021 → Jul 30, 2024 · 4 filings
  • Jul 30, 2024 · D/A · $249,997 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 28, 2023 · D/A · $249,997 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 28, 2022 · D/A · $249,997 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 28, 2021 · D · $249,997 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $250K from 9 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: Brown Advisory

Brown Advisory Blackbird Investors 2, LLC

Baltimore, MD · Jul 11, 2024
  • Jul 11, 2024 · D · $22,075,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (President and CEO of the Managing Member of the Issuer) EDGAR ↗

Raised $22.1M 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

Brown Advisory Blackbird Investors, LLC

Baltimore, MD · Jul 11, 2024
  • Jul 11, 2024 · D · $152,500,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer (President and CEO of the Managing Member of the Issuer) EDGAR ↗

Raised $152.5M 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 · group: Brown Advisory

Ashwood 2024 Private Investment II - Transom IV

Baltimore, MD · Jul 3, 2024
  • Jul 3, 2024 · D · $10,650,000 sold of Indefinite · 17 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $10.7M 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: Brown Advisory

NextGen RunSafe LLC

Baltimore, MD · Jun 21, 2021 → Jun 28, 2024 · 4 filings
  • Jun 28, 2024 · D/A · $1,896,090 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 21, 2023 · D/A · $1,644,372 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 21, 2022 · D/A · $1,644,372 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 21, 2021 · D/A · $1,500,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.9M from 13 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: Brown Advisory

NextGen Stoplight Investment LLC

Baltimore, MD · Jun 17, 2021 → Jun 28, 2024 · 4 filings
  • Jun 28, 2024 · D/A · $517,037 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 16, 2023 · D/A · $393,379 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 17, 2022 · D/A · $393,379 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 17, 2021 · D · $393,379 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $517K from 28 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: Brown Advisory

NextGen Sunroom LLC

Baltimore, MD · Jun 17, 2021 → Jun 28, 2024 · 4 filings
  • Jun 28, 2024 · D/A · $144,975 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 16, 2023 · D/A · $144,975 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 17, 2022 · D/A · $144,975 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 17, 2021 · D · $144,975 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $145K from 10 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: Brown Advisory

NextGen Tripleblind LLC

Baltimore, MD · Jun 17, 2021 → Jun 28, 2024 · 4 filings
  • Jun 28, 2024 · D/A · $336,808 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 16, 2023 · D/A · $336,808 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 17, 2022 · D/A · $336,808 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 17, 2021 · D · $283,035 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $337K from 17 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: Brown Advisory

NextGen Bungee LLC

Baltimore, MD · Jun 15, 2021 → Jun 28, 2024 · 4 filings
  • Jun 28, 2024 · D/A · $1,950,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 15, 2023 · D/A · $1,950,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 15, 2022 · D/A · $1,350,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 15, 2021 · D/A · $1,350,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.95M from 23 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: Brown Advisory

Brittany Brown (ACAP Series)

Baltimore, MD · Feb 8, 2024 → Jun 24, 2024 · 3 filings
  • Jun 24, 2024 · D/A · $8,345,395 sold of Indefinite · 27 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 29, 2024 · D/A · $7,200,000 sold of Indefinite · 29 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 8, 2024 · D · $6,350,000 sold of Indefinite · 25 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $8.35M from 29 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: Brown Advisory

Brown Advisory Investors 2024 - Eastwing Wingstop Investment, LLLP

Baltimore, MD · Jun 24, 2024
  • Jun 24, 2024 · D · $6,000,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $6M from 40 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: Brown Advisory

Ashwood 2023 Private Credit II - SDOF III Parallel

Baltimore, MD · Aug 31, 2023 → Jun 21, 2024 · 2 filings
  • Jun 21, 2024 · D/A · $5,480,000 sold of Indefinite · 18 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Aug 31, 2023 · D · $2,725,000 sold of Indefinite · 6 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $5.48M from 18 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: Brown Advisory

Ashwood 2024 Private Investment I - Wingstop

Baltimore, MD · Jun 20, 2024
  • Jun 20, 2024 · D · $14,815,000 sold of Indefinite · 41 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $14.8M from 41 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: Brown Advisory

Brown Advisory Investors 2024 - Courage Music III, LLLP

Baltimore, MD · Jun 20, 2024
  • Jun 20, 2024 · D · $13,825,000 sold of Indefinite · 66 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $13.8M from 66 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: Brown Advisory

Brown Advisory Investors 2024 - SDCF I, LLLP

Baltimore, MD · Jun 4, 2024
  • Jun 4, 2024 · D · $20,500,000 sold of Indefinite · 184 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $20.5M from 184 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: Brown Advisory

NextGen Limbix LLC

Baltimore, MD · May 11, 2021 → May 10, 2024 · 4 filings
  • May 10, 2024 · D/A · $80,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • May 9, 2023 · D/A · $80,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • May 11, 2022 · D/A · $80,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • May 11, 2021 · D/A · $80,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $80K from 3 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: Brown Advisory

ASHWOOD 2021 GLOBAL EQUITY I - BIOTECH

Baltimore, MD · Feb 7, 2023 → May 7, 2024 · 2 filings
  • May 7, 2024 · D/A · $25,040,000 sold of Indefinite · 37 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Feb 7, 2023 · D · $11,400,000 sold of Indefinite · 19 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $25M from 37 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: Brown Advisory

NextGen InigoLabs LLC

Baltimore, MD · Apr 29, 2022 → Apr 29, 2024 · 3 filings
  • Apr 29, 2024 · D/A · $65,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 28, 2023 · D/A · $65,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 29, 2022 · D · $65,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $65K from 4 investors as of the latest filing. Michael is listed as executive officer, director 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: Brown Advisory

NextGen Ventures Fund III, L.P.

Baltimore, MD · Apr 29, 2022 → Apr 29, 2024 · 3 filings
  • Apr 29, 2024 · D/A · $62,477,500 sold of Indefinite · 218 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 28, 2023 · D/A · $45,533,000 sold of Indefinite · 191 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 29, 2022 · D · $35,658,000 sold of Indefinite · 160 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $62.5M from 218 investors as of the latest filing. Michael is listed as executive officer, director 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: Brown Advisory

NextGen Pex LLC

Baltimore, MD · Apr 29, 2021 → Apr 29, 2024 · 4 filings
  • Apr 29, 2024 · D/A · $1,072,750 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 28, 2023 · D/A · $839,363 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 29, 2022 · D/A · $839,363 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 29, 2021 · D · $839,363 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.07M from 32 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: Brown Advisory

NextGen Via LLC

Baltimore, MD · Apr 29, 2021 → Apr 29, 2024 · 4 filings
  • Apr 29, 2024 · D/A · $314,750 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 28, 2023 · D/A · $314,750 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 29, 2022 · D/A · $225,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 29, 2021 · D · $225,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $315K from 16 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: Brown Advisory

NextGen Anonybit LLC

Baltimore, MD · Apr 29, 2022 → Apr 29, 2024 · 3 filings
  • Apr 29, 2024 · D/A · $334,500 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 28, 2023 · D/A · $334,500 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 29, 2022 · D · $334,500 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $335K from 14 investors as of the latest filing. Michael is listed as executive officer, director 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: Brown Advisory

NextGen Trace LLC

Baltimore, MD · Apr 26, 2022 → Apr 25, 2024 · 3 filings
  • Apr 25, 2024 · D/A · $492,500 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 25, 2023 · D/A · $492,500 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 26, 2022 · D · $492,500 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $493K from 15 investors as of the latest filing. Michael is listed as executive officer, director 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: Brown Advisory

Brown Advisory Investors 2024 - Venture Capital Feeder Fund A, LLLP

Baltimore, MD · Apr 19, 2024
  • Apr 19, 2024 · D · $18,490,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $18.5M 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 · group: Brown Advisory

NextGen Vemo LLC

Baltimore, MD · Apr 15, 2021 → Apr 16, 2024 · 4 filings
  • Apr 16, 2024 · D/A · $825,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 14, 2023 · D/A · $825,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 15, 2022 · D/A · $825,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 15, 2021 · D/A · $637,626 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $825K from 27 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: Brown Advisory

NextGen Pluto LLC

Baltimore, MD · Mar 26, 2021 → Apr 4, 2024 · 4 filings
  • Apr 4, 2024 · D/A · $327,536 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 4, 2023 · D/A · $327,536 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 4, 2022 · D/A · $210,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 26, 2021 · D · $210,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $328K from 14 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: Brown Advisory

NextGen Mento LLC

Baltimore, MD · Mar 26, 2021 → Apr 4, 2024 · 4 filings
  • Apr 4, 2024 · D/A · $211,630 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 4, 2023 · D/A · $211,630 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 4, 2022 · D/A · $155,030 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 26, 2021 · D · $155,030 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $212K from 9 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: Brown Advisory

NextGen Everly LLC

Baltimore, MD · Mar 18, 2021 → Mar 21, 2024 · 4 filings
  • Mar 21, 2024 · D/A · $5,964,998 sold of Indefinite · 97 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 17, 2023 · D/A · $4,214,998 sold of Indefinite · 92 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 18, 2022 · D/A · $4,214,998 sold of Indefinite · 92 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 18, 2021 · D/A · $4,214,998 sold of Indefinite · 92 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $5.96M from 97 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: Brown Advisory

Brown Advisory Private Equity Partners 12 (Q), LLLP

Baltimore, MD · Mar 18, 2024
  • Mar 18, 2024 · D · $60,560,000 sold of Indefinite · 208 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $60.6M from 208 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: Brown Advisory

Brown Advisory Private Equity Partners 12 (A), LLLP

Baltimore, MD · Mar 18, 2024
  • Mar 18, 2024 · D · $1,992,500 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $1.99M 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

NextGen Drafted LLC

Baltimore, MD · Mar 2, 2021 → Mar 5, 2024 · 4 filings
  • Mar 5, 2024 · D/A · $1,599,671 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 1, 2023 · D/A · $1,599,671 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 2, 2022 · D/A · $1,599,671 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Mar 2, 2021 · D/A · $1,024,999 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.6M from 24 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: Brown Advisory

Brown Advisory Investors 2024 - CRC VAMF I (TE), LLLP

Baltimore, MD · Mar 1, 2024
  • Mar 1, 2024 · D · $16,000,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $16M from 10 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: Brown Advisory

NextGen Kasa LLC

Baltimore, MD · Feb 18, 2021 → Feb 20, 2024 · 4 filings
  • Feb 20, 2024 · D/A · $510,843 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Feb 14, 2023 · D/A · $325,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Feb 18, 2022 · D/A · $325,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Feb 18, 2021 · D · $325,000 sold of Indefinite · 153 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $511K from 153 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: Brown Advisory

Brown Advisory Investors 2023 - Trive V, LLLP

Baltimore, MD · Feb 5, 2024
  • Feb 5, 2024 · D · $5,110,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $5.11M from 10 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: Brown Advisory

NextGen Stoplight LLC

Baltimore, MD · Feb 5, 2021 → Feb 2, 2024 · 4 filings
  • Feb 2, 2024 · D/A · $1,749,998 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Feb 3, 2023 · D/A · $999,999 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Feb 4, 2022 · D/A · $999,999 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Feb 5, 2021 · D/A · $999,999 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.75M from 25 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: Brown Advisory

NextGen Maven LLC

Baltimore, MD · Jan 25, 2021 → Jan 31, 2024 · 4 filings
  • Jan 31, 2024 · D/A · $1,144,982 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 25, 2023 · D/A · $1,144,982 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 25, 2022 · D/A · $1,964,299 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 25, 2021 · D · $819,317 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.96M from 44 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: Brown Advisory

NextGen Carta LLC

Baltimore, MD · Sep 18, 2020 → Jan 31, 2024 · 5 filings
  • Jan 31, 2024 · D/A · $24,631,618 sold of Indefinite · 131 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 25, 2023 · D/A · $24,631,618 sold of Indefinite · 128 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 25, 2022 · D/A · $24,631,618 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 22, 2021 · D/A · $21,983,265 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 18, 2020 · D/A · $21,983,265 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $24.6M from 131 investors as of the latest filing. Michael is listed as executive officer, director on 5 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: Brown Advisory

Ashwood 2023 Private Investment VIII - Crockett

Baltimore, MD · Jan 30, 2024
  • Jan 30, 2024 · D · $14,150,000 sold of Indefinite · 29 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $14.2M from 29 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: Brown Advisory

NextGen Ensis LLC

Baltimore, MD · Jan 19, 2024
  • Jan 19, 2024 · D · $117,500 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $118K from 7 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

Brown Advisory Investors 2023 - Axiom Series C, LLC

Baltimore, MD · Jan 18, 2024
  • Jan 18, 2024 · D · $4,120,287 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $4.12M from 43 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: Brown Advisory

Brown Advisory Investors 2023 - Pendulum Opportunities II (TE), LLLP

Baltimore, MD · Jan 17, 2024
  • Jan 17, 2024 · D · $3,100,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $3.1M from 2 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: Brown Advisory

Brown Advisory Investors 2023 - Pendulum Opportunities II, LLLP

Baltimore, MD · Jan 17, 2024
  • Jan 17, 2024 · D · $3,165,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $3.17M from 21 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: Brown Advisory

Brown Advisory Investors 2023 - CRC SoCo Co-Invest, LLLP

Baltimore, MD · Jan 17, 2024
  • Jan 17, 2024 · D · $9,822,500 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $9.82M 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 · group: Brown Advisory

Brown Advisory Investors 2023 - Sabal SDOF III, LLLP

Baltimore, MD · Jan 17, 2024
  • Jan 17, 2024 · D · $17,850,000 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $17.9M from 77 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: Brown Advisory

Brown Advisory Investors 2023 - Sabal SSO II, LLLP

Baltimore, MD · Jan 17, 2024
  • Jan 17, 2024 · D · $5,310,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $5.31M from 24 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: Brown Advisory

Brown Advisory Investors 2023 - Sabal SDOF III (TE), LLLP

Baltimore, MD · Jan 17, 2024
  • Jan 17, 2024 · D · $2,980,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $2.98M 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

NextGen UrbanStems LLC

Baltimore, MD · Jun 15, 2021 → Jan 12, 2024 · 4 filings
  • Jan 12, 2024 · D/A · $2,633,019 sold of Indefinite · 86 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 15, 2023 · D/A · $196,321 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 15, 2022 · D/A · $196,321 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jun 15, 2021 · D/A · $196,321 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $2.63M from 86 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: Brown Advisory

NextGen Sea Machines LLC

Baltimore, MD · Jan 8, 2021 → Jan 10, 2024 · 4 filings
  • Jan 10, 2024 · D/A · $2,160,015 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 10, 2023 · D/A · $2,155,999 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 10, 2022 · D/A · $1,774,999 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 8, 2021 · D/A · $1,774,999 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $2.16M from 52 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: Brown Advisory

NextGen Optii LLC

Baltimore, MD · Jan 8, 2021 → Jan 10, 2024 · 4 filings
  • Jan 10, 2024 · D/A · $890,104 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 10, 2023 · D/A · $890,104 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 10, 2022 · D/A · $890,104 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 8, 2021 · D/A · $855,568 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $890K from 12 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: Brown Advisory

Brown Advisory Investors 2023 - Crockett Partners, LLLP

Baltimore, MD · Jan 4, 2024
  • Jan 4, 2024 · D · $24,400,000 sold of Indefinite · 103 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $24.4M 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 · group: Brown Advisory

NextGen Architect LLC

Baltimore, MD · Dec 22, 2020 → Dec 21, 2023 · 4 filings
  • Dec 21, 2023 · D/A · $1,949,998 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Dec 29, 2022 · D/A · $1,949,998 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Dec 27, 2021 · D/A · $750,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Dec 22, 2020 · D/A · $750,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.95M from 20 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: Brown Advisory

Ashwood 2023 Private Investment VII - Kinetic Broadband

Baltimore, MD · Oct 2, 2023
  • Oct 2, 2023 · D · $8,625,000 sold of Indefinite · 35 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $8.63M from 35 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: Brown Advisory

Ashwood 2023 Private Credit I - SSO II

Baltimore, MD · Sep 14, 2023
  • Sep 14, 2023 · D · $7,995,000 sold of Indefinite · 31 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $8M from 31 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: Brown Advisory

Ashwood 2023 Private Credit II - SDOF III

Baltimore, MD · Sep 13, 2023
  • Sep 13, 2023 · D · $2,225,000 sold of Indefinite · 16 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $2.23M 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 · group: Brown Advisory

Ashwood 2023 Private Investment VI - Elephant V

Baltimore, MD · Jul 17, 2023
  • Jul 17, 2023 · D · $13,950,000 sold of Indefinite · 49 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $13.9M 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: Brown Advisory

NextGen Hyka LLC

Baltimore, MD · Jul 10, 2023
  • Jul 10, 2023 · D · $55,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $55K from 3 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

Ashwood 2023 Private Investment IV - NT III

Baltimore, MD · Apr 7, 2023 → Jun 14, 2023 · 2 filings
  • Jun 14, 2023 · D/A · $5,600,000 sold of Indefinite · 11 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Apr 7, 2023 · D · $5,100,000 sold of Indefinite · 7 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $5.6M from 11 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: Brown Advisory

Ashwood 2023 Private Investment V - Elephant IV A

Baltimore, MD · Jun 14, 2023
  • Jun 14, 2023 · D · $2,450,000 sold of Indefinite · 9 investors · min. $3,000 · role: Executive Officer EDGAR ↗

Raised $2.45M 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: Brown Advisory

Brown Advisory Investors 2023 - TA Fund XV, LLLP

Baltimore, MD · Mar 28, 2023
  • Mar 28, 2023 · D · $2,750,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $2.75M from 13 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: Brown Advisory

Brown Advisory Investors 2023 - COF III (TE), LLLP

Baltimore, MD · Mar 22, 2023
  • Mar 22, 2023 · D · $1,440,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $1.44M 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 · group: Brown Advisory

Brown Advisory Investors 2023 - COF III, LLLP

Baltimore, MD · Mar 22, 2023
  • Mar 22, 2023 · D · $11,605,000 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $11.6M from 34 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: Brown Advisory

Ashwood 2022 Private Investment IV - SRP

Baltimore, MD · Mar 20, 2023
  • Mar 20, 2023 · D · $14,485,000 sold of Indefinite · 60 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $14.5M from 60 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: Brown Advisory

Ashwood 2022 Private Investment III - Squadra

Baltimore, MD · Mar 20, 2023
  • Mar 20, 2023 · D · $4,350,000 sold of Indefinite · 8 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $4.35M 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 · group: Brown Advisory

Ashwood 2020 Global Equity I - Blue Water Series

Baltimore, MD · Mar 17, 2023
  • Mar 17, 2023 · D · $510,000 sold of Indefinite · 4 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $510K 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

ASHWOOD 2021 PRIVATE INVESTMENT IV - BC III

Baltimore, MD · Feb 7, 2023 → Mar 17, 2023 · 2 filings
  • Mar 17, 2023 · D/A · $2,520,000 sold of Indefinite · 16 investors · min. $15,000 · role: Executive Officer EDGAR ↗
  • Feb 7, 2023 · D · $2,500,000 sold of Indefinite · 16 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $2.52M from 16 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: Brown Advisory

ASHWOOD 2019 PRIVATE INVESTMENT II - ORKILA III

Baltimore, MD · Feb 7, 2023 → Mar 17, 2023 · 2 filings
  • Mar 17, 2023 · D/A · $3,915,000 sold of Indefinite · 10 investors · min. $15,000 · role: Executive Officer EDGAR ↗
  • Feb 7, 2023 · D · $1,165,000 sold of Indefinite · 10 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $3.92M from 10 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: Brown Advisory

Brown Advisory Investors 2023 - HIG Infrastructure (TE), LLLP

Baltimore, MD · Mar 3, 2023
  • Mar 3, 2023 · D · $2,456,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $2.46M 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 · group: Brown Advisory

Brown Advisory Investors 2023 - HIG Infrastructure, LLLP

Baltimore, MD · Mar 3, 2023
  • Mar 3, 2023 · D · $5,850,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $5.85M from 15 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: Brown Advisory

ASHWOOD 2021 PRIVATE INVESTMENT I - AXIOM

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $6,057,000 sold of Indefinite · 26 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $6.06M 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: Brown Advisory

ASHWOOD 2021 PRIVATE INVESTMENT VII - NATIONAL

Baltimore, NY · Feb 7, 2023
  • Feb 7, 2023 · D · $5,740,000 sold of Indefinite · 31 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $5.74M from 31 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: Brown Advisory

ASHWOOD 2020 PRIVATE INVESTMENT III - SWEETWATER

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $5,680,000 sold of Indefinite · 12 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $5.68M from 12 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: Brown Advisory

ASHWOOD 2021 PRIVATE INVESTMENT III - MC II

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $4,445,000 sold of Indefinite · 25 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $4.45M 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 · group: Brown Advisory

ASHWOOD 2021 PRIVATE INVESTMENT V - ITC BROADBAND

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $9,640,000 sold of Indefinite · 37 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $9.64M 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: Brown Advisory

ASHWOOD 2021 PRIVATE INVESTMENT VI - ELEPHANT IV

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $9,000,000 sold of Indefinite · 34 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $9M from 34 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: Brown Advisory

ASHWOOD 2021 PRIVATE INVESTMENT II - WAVECREST

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $10,375,000 sold of Indefinite · 23 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $10.4M 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: Brown Advisory

ASHWOOD 2021 PRIVATE INVESTMENT VIII - NOSARA II

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $6,180,000 sold of Indefinite · 25 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $6.18M 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 · group: Brown Advisory

ASHWOOD 2020 PRIVATE INVESTMENT II - MC

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $2,695,000 sold of Indefinite · 12 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $2.69M from 12 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: Brown Advisory

ASHWOOD 2020 PRIVATE INVESTMENT I - ELEPHANT III

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $5,000,000 sold of Indefinite · 13 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $5M from 13 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: Brown Advisory

ASHWOOD 2022 PRIVATE INVESTMENT II - BC III A

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $2,400,000 sold of Indefinite · 32 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $2.4M from 32 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: Brown Advisory

ASHWOOD 2022 PRIVATE INVESTMENT I - WEF II

Baltimore, MD · Feb 7, 2023
  • Feb 7, 2023 · D · $15,100,000 sold of Indefinite · 16 investors · min. $30,000 · role: Executive Officer EDGAR ↗

Raised $15.1M 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 · group: Brown Advisory

Ashwood 2023 Private Investment II - VG

Baltimore, MD · Feb 6, 2023
  • Feb 6, 2023 · D · $4,575,000 sold of Indefinite · 19 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $4.58M 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: Brown Advisory

Brown Advisory Private Equity Partners 11 (A), LLLP

Baltimore, MD · Dec 21, 2022
  • Dec 21, 2022 · D · $25,562,500 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $25.6M 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 · group: Brown Advisory

Brown Advisory Private Equity Partners 11 (Q), LLLP

Baltimore, MD · Nov 10, 2022
  • Nov 10, 2022 · D · $9,885,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $9.88M from 35 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: Brown Advisory

Brown Advisory Innovative Capital Partners 1 LLLP

Baltimore, MD · Nov 1, 2022
  • Nov 1, 2022 · D · $12,115,000 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $12.1M 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: Brown Advisory

Brown Advisory Investors 2022 - BVSL VIII, LLLP

Baltimore, MD · Oct 26, 2022
  • Oct 26, 2022 · D · $6,325,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $6.33M 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: Brown Advisory

Brown Advisory Investors 2022 - DRA XI, LLLP

Baltimore, MD · Oct 26, 2022
  • Oct 26, 2022 · D · $10,650,000 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $10.7M 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: Brown Advisory

Ashwood Capital Allocation Program LLC - Hedge Fund Series

Baltimore, MD · Oct 4, 2022
  • Oct 4, 2022 · D/A · $30,225,000 sold of Indefinite · 8 investors · min. $100,000 · role: Executive Officer (President and CEO of the Investment Adviser of the Issuer) EDGAR ↗

Raised $30.2M 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 · group: Brown Advisory

Ashwood Capital Allocation Program LLC - Global Equity Series

Baltimore, MD · Oct 4, 2022
  • Oct 4, 2022 · D/A · $57,500,000 sold of Indefinite · 15 investors · min. $100,000 · role: Executive Officer (President and CEO of the Investment Adviser of the Issuer) EDGAR ↗

Raised $57.5M from 15 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: Brown Advisory

Zack's Mighty Organic Investors, LLC

Baltimore, MD · Aug 8, 2022
  • Aug 8, 2022 · D · $2,150,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (President and CEO of the Managing Member of the Issuer) EDGAR ↗

Raised $2.15M from 24 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: Brown Advisory

Brown Advisory Investors 2022 - GPAF VI, LLLP

Baltimore, MD · Jul 18, 2022
  • Jul 18, 2022 · D · $7,850,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $7.85M 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 · group: Brown Advisory

Brown Advisory Investors 2022 - ACL 4, LLLP

Baltimore, MD · Jul 15, 2022
  • Jul 15, 2022 · D · $3,775,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $3.77M 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

Brown Advisory Hedged Emerging Markets, L.P.

Baltimore, MD · Jul 16, 2020 → Jul 13, 2022 · 3 filings
  • Jul 13, 2022 · D/A · $15,510,271 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Jul 15, 2021 · D/A · $15,510,271 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Jul 16, 2020 · D/A · $15,510,271 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $33.2M from 64 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: Brown Advisory

Brown Advisory Latin American Fund, LP

Baltimore, MD · Jul 16, 2020 → Jul 12, 2022 · 3 filings
  • Jul 12, 2022 · D/A · $2,530,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗
  • Jul 15, 2021 · D/A · $2,530,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗
  • Jul 16, 2020 · D/A · $2,505,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $2.53M from 13 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: Brown Advisory

Brown Advisory Investors 2022 - SRP Delta, LLLP

Baltimore, MD · Jul 11, 2022
  • Jul 11, 2022 · D · $9,350,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $9.35M from 18 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: Brown Advisory

Brown Advisory Venture Capital Partners 3, LLLP

Baltimore, MD · Jun 6, 2022
  • Jun 6, 2022 · D · $14,989,500 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $15M 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: Brown Advisory

NIV II Feeder Fund LLLP

Baltimore, MD · Jun 2, 2022
  • Jun 2, 2022 · D · $6,430,000 sold of Indefinite · 33 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $6.43M 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 · group: Brown Advisory

Brown Advisory Investors 2022 - CRC Webb Gin Co-Invest, LLLP

Baltimore, MD · May 23, 2022
  • May 23, 2022 · D · $1,838,125 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $1.84M from 15 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: Brown Advisory

Brown Advisory Real Estate Partners 4 (AI), LLLP

Baltimore, MD · May 17, 2022
  • May 17, 2022 · D · $1,930,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $1.93M 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: Brown Advisory

Brown Advisory Private Income Partners 3 (TE), LLLP

Baltimore, MD · May 17, 2022
  • May 17, 2022 · D · $14,870,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $14.9M 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: Brown Advisory

Brown Advisory Private Income Partners 3, LLLP

Baltimore, MD · May 17, 2022
  • May 17, 2022 · D · $5,465,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $5.46M from 28 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: Brown Advisory

Brown Advisory Investors 2022 - SLP VII, LLLP

Baltimore, MD · May 17, 2022
  • May 17, 2022 · D · $38,075,000 sold of Indefinite · 94 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $38.1M 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: Brown Advisory

Brown Advisory Real Estate Partners 4 (QP), LLLP

Baltimore, MD · May 11, 2022
  • May 11, 2022 · D · $10,675,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $10.7M 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: Brown Advisory

Brown Advisory Investors - CRC Core Multifamily Feeder, LLLP

Baltimore, MD · Mar 29, 2022
  • Mar 29, 2022 · D · $30,190,000 sold of Indefinite · 100 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $30.2M from 100 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: Brown Advisory

Brown Advisory Investors 2022 - FFG II, LLLP

Baltimore, MD · Mar 23, 2022
  • Mar 23, 2022 · D · $21,500,000 sold of Indefinite · 78 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $21.5M 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: Brown Advisory

Brown Advisory Investors 2022 - Blockchain Feeder Fund, LLLP

Baltimore, MD · Mar 22, 2022
  • Mar 22, 2022 · D · $28,047,500 sold of Indefinite · 135 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $28M from 135 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: Brown Advisory

NextGen CoLearn LLC

Baltimore, MD · Mar 17, 2022
  • Mar 17, 2022 · D · $180,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $180K from 8 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

Brown Advisory Investors 2021 - HV VI, LLLP

Baltimore, MD · Mar 15, 2022
  • Mar 15, 2022 · D · $5,616,600 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $5.62M 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

Brown Advisory Anchor Network, LLC

Baltimore, MD · Jan 28, 2022
  • Jan 28, 2022 · D · $5,700,870 sold of Indefinite · 117 investors · min. No minimum reported · role: Executive Officer (President and CEO of the Manager of the Issuer) EDGAR ↗

Raised $5.7M from 117 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: Brown Advisory

Brown Advisory Private Equity Partners 10 (A), LLLP

Baltimore, MD · Jan 12, 2022
  • Jan 12, 2022 · D · $25,685,000 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $25.7M 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 · group: Brown Advisory

Brown Advisory Private Equity Partners 10 (Q), LLLP

Baltimore, MD · Jan 12, 2022
  • Jan 12, 2022 · D · $93,850,000 sold of Indefinite · 343 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $93.8M 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: Brown Advisory

Brown Advisory Investors 2021 - NIV Voyager, LLLP

Baltimore, MD · Dec 7, 2021
  • Dec 7, 2021 · D · $7,445,000 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $7.45M 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: Brown Advisory

Brown Advisory Investor 2021 - Venture Capital Feeder Fund - A, LLLP

Baltimore, MD · Dec 7, 2021
  • Dec 7, 2021 · D · $37,583,000 sold of Indefinite · 99 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $37.6M from 99 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: Brown Advisory

Brown Advisory Investors 2021 - TB Feeder Fund, LLLP

Baltimore, MD · Dec 2, 2021
  • Dec 2, 2021 · D · $16,895,000 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $16.9M 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 · group: Brown Advisory

NextGen TheCut LLC

Baltimore, MD · Dec 1, 2021
  • Dec 1, 2021 · D · $316,500 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $317K from 19 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

Brown Advisory Investors 2021 - INT VI, LLLP

Baltimore, MD · Nov 23, 2021
  • Nov 23, 2021 · D · $9,725,000 sold of Indefinite · 45 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $9.72M from 45 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: Brown Advisory

Brown Advisory Investors 2021 - DEF, LLLP

Baltimore, MD · Nov 23, 2021
  • Nov 23, 2021 · D · $18,175,000 sold of Indefinite · 66 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $18.2M from 66 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: Brown Advisory

Brown Advisory Investors 2021- ACME IV, LLLP

Baltimore, MD · Oct 7, 2021
  • Oct 7, 2021 · D · $3,955,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $3.96M from 24 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: Brown Advisory

Brown Advisory Investors 2021 - TG PIP XV, LLLP

Baltimore, MD · Oct 7, 2021
  • Oct 7, 2021 · D · $27,940,000 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $27.9M from 111 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: Brown Advisory

Brown Advisory Investors 2021 - VGO, LLLP

Baltimore, MD · Aug 24, 2021
  • Aug 24, 2021 · D · $10,850,000 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $10.8M 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 · group: Brown Advisory

NextGen Quantum Metric LLC

Baltimore, MD · Aug 13, 2021
  • Aug 13, 2021 · D · $285,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $285K from 6 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

Brown Advisory Investors 2021 - CRC Retail Fund I, LLLP

Baltimore, MD · Aug 11, 2021
  • Aug 11, 2021 · D · $12,740,000 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $12.7M 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: Brown Advisory

Brown Advisory Real Estate Partners III (AI), LLLP

Baltimore, MD · Jul 19, 2021
  • Jul 19, 2021 · D · $1,985,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $1.99M from 18 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: Brown Advisory

Brown Advisory Real Estate Partners III (QP), LLLP

Baltimore, MD · Jul 19, 2021
  • Jul 19, 2021 · D · $20,720,000 sold of Indefinite · 90 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $20.7M 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: Brown Advisory

Brown Advisory Investors 2021 - SGRF, LLLP

Baltimore, MD · Jul 8, 2021
  • Jul 8, 2021 · D · $3,200,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $3.2M from 13 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: Brown Advisory

Brown Advisory Investors - GA 2021 (Offshore), LLLP

Baltimore, MD · Jul 8, 2021
  • Jul 8, 2021 · D · $50,500,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $50.5M from 43 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: Brown Advisory

Brown Advisory Investors - GA 2021, LLLP

Baltimore, MD · Jul 8, 2021
  • Jul 8, 2021 · D · $8,000,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $8M from 7 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: Brown Advisory

TWC II Feeder Fund, LLLP

Baltimore, MD · Jul 8, 2021
  • Jul 8, 2021 · D · $2,950,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $2.95M from 15 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: Brown Advisory

Brown Advisory Investors 2021 - AP Feeder Fund, LLLP

Baltimore, MD · Jun 22, 2021
  • Jun 22, 2021 · D · $8,800,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $8.8M from 22 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: Brown Advisory

Brown Advisory Investors 2021 - 8VC Feeder Fund, LLLP

Baltimore, MD · Jun 22, 2021
  • Jun 22, 2021 · D · $6,325,000 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $6.33M from 31 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: Brown Advisory

Brown Advisory Investors 2021 - Blockchain Fund, LLLP

Baltimore, MD · Jun 22, 2021
  • Jun 22, 2021 · D · $17,500,000 sold of Indefinite · 195 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $17.5M from 195 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: Brown Advisory

NextGen Fritz LLC

Baltimore, MD · Jun 21, 2021
  • Jun 21, 2021 · D/A · $1,499,999 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.5M from 14 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

Brown Advisory Venture Capital Partners 2, LLLP

Baltimore, MD · May 11, 2021
  • May 11, 2021 · D · $4,545,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $4.54M from 12 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: Brown Advisory

PathAI Investors, LLC

Baltimore, MD · Apr 26, 2021
  • Apr 26, 2021 · D · $4,500,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer (President and CEO of the Managing Member of the Issuer) EDGAR ↗

Raised $4.5M from 60 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: Brown Advisory

Brown Advisory Investors 2021 - LCP V, LLLP

Baltimore, MD · Apr 23, 2021
  • Apr 23, 2021 · D · $6,000,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $6M 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 · group: Brown Advisory

Brown Advisory Investors 2021 - ADCF, LLLP

Baltimore, MD · Apr 7, 2021
  • Apr 7, 2021 · D · $3,450,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $3.45M 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: Brown Advisory

Brown Advisory Investors 2021 - TFIV Feeder Fund, LLLP

Baltimore, MD · Apr 1, 2021
  • Apr 1, 2021 · D · $5,050,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $5.05M from 18 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: Brown Advisory

Brown Advisory Private Income Partners II, LLLP

Baltimore, MD · Mar 31, 2021
  • Mar 31, 2021 · D · $9,555,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $9.55M 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: Brown Advisory

Brown Advisory Private Income Partners II (TE), LLLP

Baltimore, MD · Mar 31, 2021
  • Mar 31, 2021 · D · $13,955,000 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $14M 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: Brown Advisory

FSG Direct Investors, LLC

Baltimore, MD · Mar 23, 2021
  • Mar 23, 2021 · D · $9,250,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer (President and CEO of the Managing Member of the Issuer) EDGAR ↗

Raised $9.25M from 40 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: Brown Advisory

Courier Plus Dutchie Investors, LLC

Baltimore, MD · Mar 22, 2021
  • Mar 22, 2021 · D · $350,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (President and CEO of the Managing Member of the Issuer) EDGAR ↗

Raised $350K 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

Brown Advisory Investors 2021 - TG PIP XIV Offshore, LLLP

Baltimore, MD · Mar 22, 2021
  • Mar 22, 2021 · D · $13,500,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $13.5M 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(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 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: Brown Advisory

Brown Advisory Investors 2021 - TG PIP XIV, LLLP

Baltimore, MD · Mar 22, 2021
  • Mar 22, 2021 · D · $35,430,000 sold of Indefinite · 139 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $35.4M from 139 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: Brown Advisory

NextGen Octopus LLC

Baltimore, MD · Mar 18, 2021
  • Mar 18, 2021 · D/A · $1,000,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1M from 20 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

Brown Advisory Investors 2021 - JMI X, LLLP

Baltimore, MD · Feb 17, 2021
  • Feb 17, 2021 · D · $7,750,000 sold of Indefinite · 37 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $7.75M 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: Brown Advisory

Axiom Direct Investors LLC

Baltimore, MD · Feb 2, 2021
  • Feb 2, 2021 · D · $8,000,000 sold of Indefinite · 74 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $8M from 74 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: Brown Advisory

Brown Advisory Investors 2020 - AVF V, LLLP

Baltimore, MD · Jan 27, 2021
  • Jan 27, 2021 · D · $6,275,000 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $6.28M from 31 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: Brown Advisory

Brown Advisory Private Equity Partners IX (AI), LLLP

Baltimore, MD · Jan 26, 2021
  • Jan 26, 2021 · D · $2,125,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $2.13M from 24 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: Brown Advisory

Brown Advisory Private Equity Partners IX (QP), LLLP

Baltimore, MD · Jan 26, 2021
  • Jan 26, 2021 · D · $66,693,750 sold of Indefinite · 185 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $66.7M from 185 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: Brown Advisory

NextGen Opportunity Fund I LP

Baltimore, MD · Jan 8, 2021
  • Jan 8, 2021 · D/A · $40,275,000 sold of Indefinite · 131 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $40.3M from 131 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

Brown Advisory Investors 2020 - SRP Fund C, LLLP

Baltimore, MD · Dec 30, 2020
  • Dec 30, 2020 · D · $9,050,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $9.05M 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: Brown Advisory

Brown Advisory Investors 2021 - AGL 3, LLLP

Baltimore, MD · Dec 29, 2020
  • Dec 29, 2020 · D · $40,000,000 sold of Indefinite · 100 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $40M from 100 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: Brown Advisory

NextGen Ventures Fund II (QP), L.P.

Baltimore, MD · Nov 25, 2020
  • Nov 25, 2020 · D/A · $43,903,500 sold of Indefinite · 157 investors · min. No minimum reported · role: Executive Officer, Director (Chief Executive Officer and Manager of the GP of the Issuer) EDGAR ↗

Raised $43.9M from 157 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

NextGen Ventures Fund II (AI), L.P.

Baltimore, MD · Nov 25, 2020
  • Nov 25, 2020 · D/A · $8,650,000 sold of Indefinite · 78 investors · min. No minimum reported · role: Executive Officer, Director (Chief Executive Officer and Manager of the GP of the Issuer) EDGAR ↗

Raised $8.65M from 78 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

Brown Advisory Investors 2021 - AH LSV II, LLLP

Baltimore, MD · Nov 20, 2020
  • Nov 20, 2020 · D · $13,500,000 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $13.5M 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: Brown Advisory

Brown Advisory Investors 2020 - Charlesbank X, LLLP

Baltimore, MD · Nov 16, 2020
  • Nov 16, 2020 · D · $11,125,000 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $11.1M from 32 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: Brown Advisory

NIV I Feeder Fund, LLLP

Baltimore, MD · Oct 15, 2020
  • Oct 15, 2020 · D · $3,450,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $3.45M from 15 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: Brown Advisory

Brown Advisory Investors 2020 - Real Estate Debt, LLLP

Baltimore, MD · Oct 2, 2020
  • Oct 2, 2020 · D · $15,875,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $15.9M from 43 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: Brown Advisory

Brown Advisory Investors 2020 - MCP V, LLLP

Baltimore, MD · Sep 22, 2020
  • Sep 22, 2020 · D · $5,800,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $5.8M from 29 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: Brown Advisory

NextGen NS8 LLC

Baltimore, MD · Aug 14, 2020
  • Aug 14, 2020 · D · $1,009,729 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $1.01M from 14 investors as of the latest filing. Michael is listed as executive officer, 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: Brown Advisory

Thrive Investors LLC

Baltimore, MD · Aug 10, 2020
  • Aug 10, 2020 · D · $2,001,570 sold of Indefinite · 132 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $2M from 132 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: Brown Advisory

Brown Advisory Investors 2020 - HHV Feeder Fund, LLLP

Baltimore, MD · Jul 16, 2020
  • Jul 16, 2020 · D · $27,329,000 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer (President and CEO of the General Partner of the Issuer) EDGAR ↗

Raised $27.3M from 58 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 784 filings; the PDF export and search include all of them.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Michael D. Hankin — MA, 1 issuer, Jul 29, 2022 → Jul 29, 2022 · 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

NextGen Venture Partners, LLC

Executive Officer, Promoter · 206 shared filings (63 issuers)

NextGen Venture Partners, LLC is on 63 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Brown Advisory Incorporated

Director, Executive Officer · 49 shared filings (33 issuers)

Brown Advisory Incorporated is on 33 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

BAT Commingled Fund Manager, Inc.

Executive Officer, Promoter, Director · 39 shared filings (27 issuers)

BAT Commingled Fund Manager, Inc. is on 27 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Brown Advisory Investment Solutions Group LLC

Executive Officer · 38 shared filings (37 issuers)

Brown Advisory Investment Solutions Group LLC is on 37 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Brown Advisory Investors GP, LLC

Director · 8 shared filings (1 issuer)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

Management entity

NextGen Ventures Fund II GP, LLC

Executive Officer · 5 shared filings (2 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

Management entity

NextGen Opportunity Fund I GP, LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

Management entity

NextGen Ventures II GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

David M. Churchill

Executive Officer, Director, Promoter · 620 shared filings (322 issuers) · also on 14 other issuers

David M. Churchill is on 336 issuers in total — a repeat sponsor. Their page lists every one.

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

Brett D. Rogers

Executive Officer, Director · 249 shared filings (68 issuers) · also on 8 other issuers

Brett D. Rogers is on 76 issuers in total — a repeat sponsor. Their page lists every one.

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

William O. White

Executive Officer, Director · 157 shared filings (111 issuers) · also on 1 other issuer

William O. White is on 112 issuers in total — a repeat sponsor. Their page lists every one.

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

Daniel Mindus

Executive Officer · 151 shared filings (48 issuers)

Daniel Mindus is on 48 issuers in total — a repeat sponsor. Their page lists every one.

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

Logie Fitzwilliams

Executive Officer, Director · 116 shared filings (82 issuers) · also on 1 other issuer

Logie Fitzwilliams is on 83 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark M. Collins, Jr.

Executive Officer, Promoter, Director · 30 shared filings (21 issuers) · also on 3 other issuers

Mark M. Collins, Jr. is on 24 issuers in total — a repeat sponsor. Their page lists every one.

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

Stanard T. Klinefelter

Director, Promoter · 21 shared filings (19 issuers)

Stanard T. Klinefelter is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

Nancy Denney

Executive Officer, Promoter · 17 shared filings (14 issuers)

Nancy Denney is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

John O. Downing

Director · 15 shared filings (4 issuers) · also on 6 other issuers

John O. Downing is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Benjamin H Griswold, IV

Director · 15 shared filings (4 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Robert J Flanagan

Director · 14 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Robert Murley

Director · 14 shared filings (2 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Howard E Cox, Jr.

Director · 12 shared filings (4 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Beatrice Hollond

Director · 12 shared filings (1 issuer)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

William C Baker

Director · 11 shared filings (3 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Walter D Pinkard, Jr.

Director · 11 shared filings (3 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Charles E Noell

Director · 11 shared filings (2 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Katherine Kalin

Director · 11 shared filings (2 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Matthew D Cutts

Director · 10 shared filings (2 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Glenn R Martin

Director · 9 shared filings (2 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Gordon F. Rainey, Jr.

Director · 8 shared filings (3 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Earl L. Linehan

Director · 8 shared filings (3 issuers)

Listed on the same filings as Michael D. Hankin. Their page shows their other deals.

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

Anne H. Bartlett

Executive Officer · 8 shared filings (5 issuers)

Anne H. Bartlett is on 5 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Sponsor group

Brown Advisory

431 issuers · 937 filings · $9.45B reported sold · 2009–2026

One team, 431 deal companies. Michael D. Hankin is listed on 263 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 D. Hankin.

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. 70 of the 409 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Brown Advisory Investors 2026 - DRA XII, LLLP, Brown Advisory Investors 2025-CRC Retail Fund II, LLLP, Brown Advisory Investors 2026 - DCVC E&C II, LLLP, Brown Advisory Investors 2026 - HIG Infrastructure II (TE), LLLP, Brown Advisory Investors 2026 - HIG Infrastructure II, LLLP, Brown Advisory Venture Capital Partners 6, LLLP, Ashwood 2026 Private Investment II - IES, Ashwood 2026 Private Investment I - Zen Educate II, Ashwood 2026 Private Investment III - Transom V, Ashwood 2025 Private Investment IV - AR, Ashwood 2026 Global Equity I - Salik, Brown Advisory Investors 2026 - VC Feeder Fund - B, LLLP, Brown Advisory Investors 2026 - VC Feeder Fund - AI 2, LLLP, Brown Advisory Investors 2026 - Quad-C Partners XI, LLLP, Brown Advisory Real Estate Partners 7, LLLP, Brown Advisory REP 7 Co-Invest Fund, LLLP, Brown Advisory Investors 2026 - COF IV, LLLP, Brown Advisory Investors 2026 - Venture Capital Feeder Fund - AI, LLLP, Brown Advisory Private Equity Partners 14 (A), LLLP, Brown Advisory Private Equity Partners 14 (Q), LLLP, Brown Advisory Investors 2026 - Blockchain Fund, LLLP, Brown Advisory Investors 2026 - FFG IV, LLLP, Brown Advisory Investors 2026 - DSOF, LLLP, Brown Advisory Investors 2026 - AI GPE XI, LLLP, Brown Advisory Investors 2026 - BVSL IX, LLLP, Brown Advisory Investors 2026 - Venture Capital Feeder Fund- A, LLLP, Brown Advisory Investors 2025 - CAP91 Fund II, LLLP, Brown Advisory Investors 2026 - Venture Capital Feeder Fund - T, LLLP, Brown Advisory Investors 2025 - Greystar Equity Partners XII, LLLP, Brown Advisory Energy Innovation Partners 1, LLLP, Brown Advisory Investors 2025 - SRP Fund E, LLLP, BDT & MSD Senior Lending - Brown Advisory Founders (TE), LLLP, BDT & MSD Senior Lending - Brown Advisory Founders, LLLP, Brown Advisory Investors 2025 - Hollyport IX, LLLP, Brown Advisory Investors 2025 - Finback 2024, LLLP, Brown Advisory Investors 2025-JMI XII, LLLP, Brown Advisory Venture Capital Partners 5, LLLP, Savano II Feeder Fund, LLLP, Brown Advisory Private Equity Partners III (TE), LLLP, Brown Advisory Private Equity Partners III, LLLP, Brown Advisory Direct Investment - Jacob Ash, LLC, Brown Advisory Private Equity Partners II (TE), LLLP, Brown Advisory Private Equity Partners II, LLLP, Brown Advisory Investors 2014 - Yukon II (AI), LLLP, Brown Advisory Investors 2014 - Yukon II (QP), LLLP, Steton Feeder Fund LLC, Brown Advisory Investors 2013 - QP RE, LLLP, Brown Advisory Investors 2013 - EIG EF XVI, LLLP, Brown Advisory Investors 2013 - Sandton III (TE), LLLP, Brown Advisory Investors 2013 - Sandton III, LLLP, BROWN ADVISORY MANAGEMENT, LLC, Brown Advisory Investors 2012 - RS Energy V (TE), LLLP, Brown Advisory Investors 2012 - SLP IV (TE), LLLP, Brown Advisory Investors 2012 - SLP IV, LLLP, Brown Advisory Investors 2012 - CMP VI (TE), LLLP, Brown Advisory Investors 2012 - CMP VI, LLLP, Brown Advisory Investors 2012 - EnCap IX (TE), LLLP, Brown Advisory Investors 2012 - EnCap IX, LLLP, Brown Advisory Investors 2012-LV III, LLLP, Brown Advisory Investors 2011 - CEOF, LLLP, Brown Advisory Fundamental Long/Short Fund LLC, Brown Advisory Investors 2012 - RS Energy V, LLLP, Brown Advisory Private Equity Partners 2012 (TE), LLLP, Brown Advisory Private Equity Partners 2012, LLLP, Brown Advisory Investors 2012 - NEA 14 (TE), LLLP, Brown Advisory Investors 2012 - NEA 14, LLLP, Brown Advisory Investors 2012 - CRC III, LLLP, Brown Advisory Investors 2012 - EFM II (TE), LLLP, Brown Advisory Investors 2011 - SLK, LLLP, Brown Advisory Investors 2012 - EFM II, LLLP.

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 D. Hankin 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 409 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Michael D. Hankin is listed on: none on file. No website or social profile named in SFM Capital Markets, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #45,034 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 (Baltimore, MD). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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