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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:49 AM ET

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Michael Schwartz

Named as an officer, director or promoter on SEC Form D filings · NY · Mar 10, 2010 → Sep 9, 2026

27deals (issuers)
$16.6Breported sold
2,856investors
82Form D filings
2010–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 3:01 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Michael Schwartz is listed as an executive officer and director on 82 SEC Form D filings by 27 issuers between Mar 2009 and Sep 2026. Largest by amount reported sold: TACONIC OPPORTUNITY FUND L P (New York, NY — pooled investment fund — 2009–2014; $5.59B reported sold to 1,087 investors), TACONIC OPPORTUNITY OFFSHORE FUND LTD (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2009–2014; $4.52B reported sold to 610 investors), NBPD Eagle Fund LP (New York, NY — pooled investment fund — 2024–2026; $1.44B reported sold to 30 investors), NB Private Debt Fund V (A) LP (New York, NY — pooled investment fund — 2023–2025; $1.25B reported sold to 144 investors), Taconic Capital Partners 1.5 L.P. (New York, NY — pooled investment fund — 2010–2014; $955.7M reported sold to 257 investors) and 22 more (all listed below).

What this means That is a lot of deals — 27 separate companies raised money with this person listed as executive officer and director, over about 17 years. Across those companies the filings report $16.6B sold in total.

Listed alongside Christopher L. DeLong (49 shared filings), Elizabeth A. Keeley (49 shared filings), Frank P. Brosens (49 shared filings), Jon L. Jachman (49 shared filings), Joshua I. Miller (49 shared filings) and 58 others.

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

The issuers belong to 4 sponsor groups: Taconic (47 issuers, $15.33B reported sold, 2009–2026), Blue Owl (414 issuers, $170.47B reported sold, 2009–2026), Otlet (2 issuers, $19.4M reported sold, 2012–2017) and West Street (50 issuers, $10.46B reported sold, 2017–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 14 bankruptcy cases matching the name listed in Key records below.

What this means 14 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 82 public filings for Michael Schwartz and found 21 differences, 9 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Michael Schwartz has not run yet — it is joining a line of 61,636 names; searches run around the clock at the hosts' allowed rate. Searched so far: 719 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

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, 3:01 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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Schwartz..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

14 cases: 1 open, 13 closed (disposition not in docket feed)

Michael Schwartz open
United States Bankruptcy Court, E.D. New York · No. 8-25-71346 · Filed Apr 7, 2025
Role of Michael Schwartz: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael A. Schwartz closed
United States Bankruptcy Court, S.D. New York · No. 15-10639 · Filed Mar 19, 2015 · Closed Dec 4, 2020
Role of Michael A. Schwartz: Debtor · Outcome: Case closed 2020-12-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael T Schwartz and Patrice L Schwartz closed
United States Bankruptcy Court, E.D. New York · No. 8-14-70676 · Filed Feb 22, 2014 · Closed Nov 20, 2014
Role of Michael T Schwartz and Patrice L Schwartz: Debtor · Outcome: Case closed 2014-11-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael Schwartz and Pamela Schwartz closed
United States Bankruptcy Court, E.D. New York · No. 1-10-46841 · Filed Jul 21, 2010 · Closed Oct 28, 2010
Role of Michael Schwartz and Pamela Schwartz: Debtor · Outcome: Case closed 2010-10-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael Schwartz closed
United States Bankruptcy Court, E.D. New York · No. 1-09-42747 · Filed Apr 8, 2009 · Closed Sep 23, 2010
Role of Michael Schwartz: Debtor · Outcome: Case closed 2010-09-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael J Schwartz closed
United States Bankruptcy Court, E.D. New York · No. 1-08-42942 · Filed May 9, 2008 · Closed Aug 28, 2008
Role of Michael J Schwartz: Debtor · Outcome: Case closed 2008-08-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael R. Schwartz closed
United States Bankruptcy Court, S.D. New York · No. 05-14497 · Filed Jun 21, 2005 · Closed May 3, 2006
Role of Michael R. Schwartz: Debtor · Outcome: Case closed 2006-05-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael Schwartz closed
United States Bankruptcy Court, S.D. New York · No. 02-10805 · Filed Feb 22, 2002 · Closed Mar 4, 2002
Role of Michael Schwartz: Debtor · Outcome: Case closed 2002-03-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael Schwartz closed
United States Bankruptcy Court, S.D. New York · No. 02-20103 · Filed Feb 22, 2002 · Closed Jun 17, 2002
Role of Michael Schwartz: Debtor · Outcome: Case closed 2002-06-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael E. Schwartz closed
United States Bankruptcy Court, S.D. New York · No. 01-15568 · Filed Oct 30, 2001 · Closed Feb 13, 2002
Role of Michael E. Schwartz: Debtor · Outcome: Case closed 2002-02-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael Schwartz closed
United States Bankruptcy Court, E.D. New York · No. 1-98-11239 · Filed Feb 3, 1998 · Closed Jul 16, 1998
Role of Michael Schwartz: Debtor · Outcome: Case closed 1998-07-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael S. Schwartz and Lori A. Schwartz closed
United States Bankruptcy Court, W.D. New York · No. 2-93-22032 · Filed Sep 10, 1993 · Closed Apr 22, 1994
Role of Michael S. Schwartz and Lori A. Schwartz: Debtor · Outcome: Case closed 1994-04-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael S. Schwartz closed
United States Bankruptcy Court, N.D. New York · No. 93-12032 · Filed May 21, 1993 · Closed May 27, 1997
Role of Michael S. Schwartz: Debtor · Outcome: Case closed 1997-05-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
Michael S. Schwartz closed
United States Bankruptcy Court, N.D. New York · No. 92-11119 · Filed Mar 13, 1992 · Closed Jul 29, 1993
Role of Michael S. Schwartz: Debtor · Outcome: Case closed 1993-07-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 236 federal dockets); 11 people with this name in Form D filings; court in the person's filing state (NY)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 3:01 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

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

21 differences found between the filings for Michael Schwartz — 9 worth asking about (compared the newest 50 of 82 filings on Oct 24, 2026; older filings not covered)

Worth asking · Dec 11, 2013 – Dec 9, 2014

Amount sold went down between filings — Otlet Offshore Fund Ltd.

The Dec 11, 2013 filing says $6,500,000 sold; the Dec 9, 2014 Form D/A says $100,000 sold — $6,400,000 less.

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

Form D/A (earlier) · Dec 11, 2013 ↗Form D/A (later) · Dec 9, 2014 ↗Otlet Offshore Fund Ltd. — PartnerFacts page ↗
Sources
Worth asking · Aug 31, 2012 – Aug 30, 2013

Amount sold went down between filings — TACONIC OPPORTUNITY OFFSHORE FUND LTD

The Aug 31, 2012 filing says $2,992,691,233 sold; the Aug 30, 2013 Form D/A says $2,908,455,682 sold — $84,235,551 less.

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

Form D/A (earlier) · Aug 31, 2012 ↗Form D/A (later) · Aug 30, 2013 ↗TACONIC OPPORTUNITY OFFSHORE FUND LTD — PartnerFacts page ↗
Sources
Worth asking · Aug 31, 2012 – Aug 30, 2013

Investor count went down between filings — Taconic Capital Partners 1.5 L.P.

The Aug 31, 2012 filing reports 205 investors; the Aug 30, 2013 Form D/A reports 203 investors.

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

Form D/A (earlier) · Aug 31, 2012 ↗Form D/A (later) · Aug 30, 2013 ↗Taconic Capital Partners 1.5 L.P. — PartnerFacts page ↗
Sources
Worth asking · Aug 31, 2012 – Aug 30, 2013

Investor count went down between filings — Taconic Offshore Fund 1.5 Ltd.

The Aug 31, 2012 filing reports 110 investors; the Aug 30, 2013 Form D/A reports 94 investors.

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

Form D/A (earlier) · Aug 31, 2012 ↗Form D/A (later) · Aug 30, 2013 ↗Taconic Offshore Fund 1.5 Ltd. — PartnerFacts page ↗
Sources
Worth asking · Aug 31, 2012 – Aug 30, 2013

Investor count went down between filings — TACONIC OPPORTUNITY OFFSHORE FUND LTD

The Aug 31, 2012 filing reports 378 investors; the Aug 30, 2013 Form D/A reports 351 investors.

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

Form D/A (earlier) · Aug 31, 2012 ↗Form D/A (later) · Aug 30, 2013 ↗TACONIC OPPORTUNITY OFFSHORE FUND LTD — PartnerFacts page ↗
Sources
Note · Aug 19, 2014

Michael Schwartz appears on 2 deals that stopped filing before reaching their target

Taconic European Credit Dislocation Fund L.P. (last filing Aug 19, 2014; $63,580,000 sold of $500,000,000); Taconic European Credit Dislocation Offshore Fund L.P. (last filing Aug 19, 2014; $13,750,000 sold of $500,000,000). Each has no filing in more than two years and reported under half its target sold.

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

Taconic European Credit Dislocation Fund L.P. — PartnerFacts page ↗Taconic European Credit Dislocation Offshore Fund L.P. — PartnerFacts page ↗
Sources
Worth asking · Aug 26, 2025

Paid seller listed without a CRD number: Mirae Asset Securities Co., Ltd. — NB Private Debt Fund V Offshore Feeder (C) LP

Mirae Asset Securities Co., Ltd. is listed as receiving sales compensation on 1 filing (Aug 26, 2025) with no FINRA CRD number given.

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

Form D/A · Aug 26, 2025 ↗BrokerCheck search: Mirae Asset Securities Co., Ltd. ↗NB Private Debt Fund V Offshore Feeder (C) LP — PartnerFacts page ↗
Sources
Worth asking · Aug 26, 2025

Paid seller listed without a CRD number: Shinyoung Securities Co., Ltd. — NB Private Debt Fund V Offshore Feeder (C) LP

Shinyoung Securities Co., Ltd. is listed as receiving sales compensation on 1 filing (Aug 26, 2025) with no FINRA CRD number given.

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

Form D/A · Aug 26, 2025 ↗BrokerCheck search: Shinyoung Securities Co., Ltd. ↗NB Private Debt Fund V Offshore Feeder (C) LP — PartnerFacts page ↗
Sources
Worth asking · Jul 1, 2013 – Sep 11, 2013

Form D filed 72 days after the first sale — Taconic Offshore Intermediate Fund 1.5 L.P.

The filing says the first sale was Jul 1, 2013. The Form D was filed Sep 11, 2013 — 72 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 57 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Sep 11, 2013 ↗Taconic Offshore Intermediate Fund 1.5 L.P. — PartnerFacts page ↗
Sources
Note · Jan 1, 2008 – Aug 26, 2025

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

No amendment in the last 12 months on an offering that may still be open — NB Private Debt Fund V Offshore Feeder (C) LP (latest filing Aug 26, 2025) · No amendment in the last 12 months on an offering that may still be open — NB Private Debt Fund V (A) LP (latest filing Aug 26, 2025) · No amendment in the last 12 months on an offering that may still be open — NB Private Debt Fund V Offshore Feeder (B) SCSp (latest filing Apr 11, 2025) · No amendment in the last 12 months on an offering that may still be open — Otlet Offshore Fund Ltd. (latest filing Dec 5, 2017) · No amendment in the last 12 months on an offering that may still be open — Taconic European Credit Dislocation Offshore Fund L.P. (latest filing Aug 19, 2014) · and 5 more

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

Form D/A · Aug 26, 2025 ↗NB Private Debt Fund V Offshore Feeder (C) LP — PartnerFacts page ↗Form D/A · Aug 26, 2025 ↗NB Private Debt Fund V (A) LP — PartnerFacts page ↗
Sources
Worth asking · Mar 7, 2014 – Dec 8, 2015

6 people are no longer listed on a later amendment

Michael Schwartz is no longer listed on the Dec 8, 2015 amendment — Otlet Fund LP · Michael Schwartz is no longer listed on the Mar 9, 2015 amendment — TACONIC OPPORTUNITY FUND L P · Michael Schwartz is no longer listed on the Mar 9, 2015 amendment — Taconic Offshore Intermediate Fund 1.5 L.P. · Michael Schwartz is no longer listed on the Mar 9, 2015 amendment — Taconic Capital Partners 1.5 L.P. · Michael Schwartz is no longer listed on the Mar 9, 2015 amendment — Taconic Offshore Fund 1.5 Ltd. · and 1 more

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

Form D/A · Dec 9, 2014 ↗Form D/A · Dec 8, 2015 ↗Michael Schwartz — PartnerFacts page ↗Otlet Fund LP — PartnerFacts page ↗
Sources
Note · Dec 9, 2014 – Dec 8, 2015

Michael Schwartz's role changed at Otlet Offshore Fund Ltd.: executive officer, director → director

The Dec 9, 2014 filing lists Michael Schwartz as executive officer, director; the Dec 8, 2015 Form D/A lists director.

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

Form D/A · Dec 9, 2014 ↗Form D/A · Dec 8, 2015 ↗Michael Schwartz — PartnerFacts page ↗Otlet Offshore Fund Ltd. — PartnerFacts page ↗
Sources
Note · Dec 11, 2013 – Dec 9, 2014

Michael Schwartz's role changed at Otlet Offshore Fund Ltd.: director → executive officer, director

The Dec 11, 2013 filing lists Michael Schwartz as director; the Dec 9, 2014 Form D/A lists executive officer, director.

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

Form D/A · Dec 11, 2013 ↗Form D/A · Dec 9, 2014 ↗Michael Schwartz — PartnerFacts page ↗Otlet Offshore Fund Ltd. — PartnerFacts page ↗
Sources
Note · Dec 9, 2014 – Dec 8, 2015

Minimum investment changed between filings — Otlet Fund LP

The Dec 9, 2014 filing lists a minimum of $2,000,000; the Dec 8, 2015 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Dec 9, 2014 ↗Form D/A (later) · Dec 8, 2015 ↗Otlet Fund LP — PartnerFacts page ↗
Sources
Note · Mar 13, 2009 – Aug 31, 2012

Michael Schwartz is written 2 different ways on the filings

listed as "Michael I. Schwartz" on 28 filings (from Mar 13, 2009), and "Michael Schwartz" on 47 filings (from Aug 31, 2012).

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.

Form D/A · Mar 13, 2009 ↗Form D/A · Aug 31, 2012 ↗Michael Schwartz — PartnerFacts page ↗
Sources
Note · Jan 26, 2022 – Oct 9, 2025

Same name, different state: "Michael Schwartz" (GA) is a separate record

This page covers filings where the address state is NY. A separate record, "Michael Schwartz" with address state GA, is listed on 4 filings — most recently by HFSA, LLC (Oct 9, 2025). Both records have filings in the same period (Jan 26, 2022 to Oct 9, 2025).

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.

Michael Schwartz (GA) — PartnerFacts page ↗Form D/A · Oct 9, 2025 ↗HFSA, LLC — PartnerFacts page ↗Michael Schwartz (NY) — this page ↗
Sources
Note · Dec 1, 2015 – Apr 15, 2020

Same name, different state: "Michael Schwartz" (CA) is a separate record

This page covers filings where the address state is NY. A separate record, "Michael Schwartz" with address state CA, is listed on 8 filings — most recently by Fifty Five Foundry, Inc. (Apr 15, 2020). Both records have filings in the same period (Dec 1, 2015 to Apr 15, 2020).

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.

Michael Schwartz (CA) — PartnerFacts page ↗Form D · Apr 15, 2020 ↗Fifty Five Foundry, Inc. — PartnerFacts page ↗Michael Schwartz (NY) — this page ↗
Sources
Note · Jan 7, 2010 – Jan 12, 2016

Same name, different state: "Michael Schwartz" (CO) is a separate record

This page covers filings where the address state is NY. A separate record, "Michael Schwartz" with address state CO, is listed on 4 filings — most recently by MGE International Hospitality Group LLC (Jan 12, 2016). Both records have filings in the same period (Mar 10, 2010 to Jan 12, 2016).

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.

Michael Schwartz (CO) — PartnerFacts page ↗Form D · Jan 12, 2016 ↗MGE International Hospitality Group LLC — PartnerFacts page ↗Michael Schwartz (NY) — this page ↗
Sources
Note · Nov 27, 2013 – Apr 4, 2014

Same name, different state: "Michael Schwartz" (ME) is a separate record

This page covers filings where the address state is NY. A separate record, "Michael Schwartz" with address state ME, is listed on 2 filings — most recently by Spring & Sprout Dental Management LLC (Apr 4, 2014). Both records have filings in the same period (Nov 27, 2013 to Apr 4, 2014).

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.

Michael Schwartz (ME) — PartnerFacts page ↗Form D · Apr 4, 2014 ↗Spring & Sprout Dental Management LLC — PartnerFacts page ↗Michael Schwartz (NY) — this page ↗
Sources
Note · Apr 9, 2010

Same name, different state: "Michael S Schwartz" (TX) is a separate record

This page covers filings where the address state is NY. A separate record, "Michael S Schwartz" with address state TX, is listed on 1 filing — most recently by OrgSync, Inc. (Apr 9, 2010). Both records have filings in the same period (Apr 9, 2010).

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.

Michael S Schwartz (TX) — PartnerFacts page ↗Form D · Apr 9, 2010 ↗OrgSync, Inc. — PartnerFacts page ↗Michael Schwartz (NY) — this page ↗
Sources
Note · Dec 9, 2014 – Dec 8, 2015

Address moved from New York, NY to Grand Cayman, Cayman Islands (as filed: E9) — Otlet Offshore Fund Ltd.

The people listed on the Dec 9, 2014 filing give New York, NY; on the Dec 8, 2015 filing they give Grand Cayman, Cayman Islands (as filed: E9). The address now on file (Maples Corporate Services Limited, Ugland House, Box 309, Grand Cayman, Cayman Islands (as filed: E9)) is a registered-agent or shared-office address used by 140 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Form D/A · Dec 9, 2014 ↗Form D/A · Dec 8, 2015 ↗Otlet Offshore Fund Ltd. — PartnerFacts page ↗
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 82 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 27 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 9, 2026 D/A
NBPD Eagle Fund LP
File 021-523138
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Apr 17, 2026 D
NBPD Creekside Fund LP / Cayman Islands
File 021-581015
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Mar 6, 2026 D/A
Arena Digital Capital Partners, LP
File 021-440024
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2026 D/A
NBPD SKYWATCH FUND LP
File 021-537832
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Oct 29, 2025 D
NBPD Ironwood Cayman Feeder LP
File 021-562445
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Oct 29, 2025 D
NBPD Ironwood Fund SCSp
File 021-562447
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Aug 26, 2025 D/A
NB Private Debt Fund V (A) LP
File 021-488158
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Aug 26, 2025 D/A
NB Private Debt Fund V Offshore Feeder (C) LP
File 021-488160
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗
Mirae Asset Securities Co., Ltd. no CRD number reported
Shinyoung Securities Co., Ltd. no CRD number reported		EDGAR ↗
Jul 10, 2025 D
NBPD ELKHORN FUND LP
File 021-551297
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Apr 11, 2025 D/A
NB Private Debt Fund V Offshore Feeder (B) SCSp
File 021-510487
$0 (est.)$0 (est.)$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Dec 5, 2017 D/A
Otlet Offshore Fund Ltd.
File 021-188185
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees as provided in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Dec 9, 2014 D/A
Otlet Fund LP
File 021-188186
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 19, 2014 D
Taconic European Credit Dislocation Fund L.P.
File 021-223257
$0$0$0None listed on this filingEDGAR ↗
Aug 19, 2014 D
Taconic European Credit Dislocation Offshore Fund L.P.
File 021-223241
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2014 D/A
TACONIC OPPORTUNITY FUND L P
File 021-81523
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2014 D/A
TACONIC OPPORTUNITY OFFSHORE FUND LTD
File 021-87101
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2014 D/A
Taconic Offshore Fund 1.5 Ltd.
File 021-87100
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2014 D/A
Taconic Capital Partners 1.5 L.P.
File 021-128889
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2014 D/A
Taconic Offshore Intermediate Fund 1.5 L.P.
File 021-202697
$0$0$0None listed on this filingEDGAR ↗
Mar 6, 2013 D
Taconic Sidecar Offshore Fund SPC
File 021-192847
$0$0$0None listed on this filingEDGAR ↗
Mar 6, 2013 D
Taconic Sidecar Fund I L.P.
File 021-192835
$0$0$0None listed on this filingEDGAR ↗
Aug 31, 2012 D/A
TACONIC OPPORTUNITY FUND II LP
File 021-126343
$0$0$0None listed on this filingEDGAR ↗
Aug 31, 2012 D/A
Taconic Master Fund 1.5 L.P.
File 021-127447
$0$0$0None listed on this filingEDGAR ↗
Mar 9, 2011 D/A
TACONIC CAPITAL PARTNERS LP
File 021-128794
$0$0$0None listed on this filingEDGAR ↗
Feb 24, 2011 D/A
Normandy Hill Fund LP
File 021-110758
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2010 D/A
TACONIC OFFSHORE FUND LTD.
File 021-87203
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2009 D/A
TACONIC PARTNERS FUND LP
File 021-121554
$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 27

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

NE
Pooled Investment Fund · group: Blue Owl

NBPD Eagle Fund LP

New York, NY · Sep 4, 2024 → Sep 9, 2026 · 3 filings
  • Sep 9, 2026 · D/A · $1,441,122,555 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 4, 2025 · D/A · $530,500,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 4, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.44B from 30 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

NC
Pooled Investment Fund · group: Blue Owl

NBPD Creekside Fund LP / Cayman Islands

New York, NY · Apr 17, 2026
  • Apr 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

AD
Pooled Investment Fund · group: Clovis

Arena Digital Capital Partners, LP

Chappaqua, NY · Apr 1, 2022 → Mar 6, 2026 · 5 filings
  • Mar 6, 2026 · D/A · $20,080,000 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer; Chief Executive Officer and co-Chief Investment Officer of the Investment Manager of Issuer) EDGAR ↗
  • Mar 6, 2025 · D/A · $18,630,000 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer; Chief Executive Officer and co-Chief Investment Officer of the Investment Manager of Issuer) EDGAR ↗
  • Mar 18, 2024 · D/A · $14,780,000 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer; Chief Executive Officer and co-Chief Investment Officer of the Investment Manager of Issuer) EDGAR ↗
  • Mar 31, 2023 · D/A · $13,630,000 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer; Chief Executive Officer and co-Chief Investment Officer of the Investment Manager of Issuer) EDGAR ↗
  • Apr 1, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer; Chief Executive Officer and co-Chief Investment Officer of the Investment Manager of Issuer) EDGAR ↗

Raised $20.1M from 58 investors as of the latest filing. Michael is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

NS
Pooled Investment Fund · group: Blue Owl

NBPD SKYWATCH FUND LP

New York, NY · Feb 10, 2025 → Feb 10, 2026 · 2 filings
  • Feb 10, 2026 · D/A · $100,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 10, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $100M from 1 investor as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

NI
Pooled Investment Fund · group: West Street

NBPD Ironwood Fund SCSp

Luxembourg, Luxembourg (as filed: N4) · Oct 29, 2025
  • Oct 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

NI
Pooled Investment Fund · group: Blue Owl

NBPD Ironwood Cayman Feeder LP

New York, NY · Oct 29, 2025
  • Oct 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

NP
Pooled Investment Fund · group: Blue Owl

NB Private Debt Fund V Offshore Feeder (C) LP

New York, NY · Jul 28, 2023 → Aug 26, 2025 · 3 filings
  • Aug 26, 2025 · D/A · $495,153,000 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Jul 26, 2024 · D/A · $206,448,000 sold of Indefinite · 67 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Jul 28, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗

Raised $495.2M from 106 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

NP
Pooled Investment Fund · group: Blue Owl

NB Private Debt Fund V (A) LP

New York, NY · Jul 28, 2023 → Aug 26, 2025 · 3 filings
  • Aug 26, 2025 · D/A · $1,245,285,000 sold of Indefinite · 144 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Jul 26, 2024 · D/A · $495,035,000 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Jul 28, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗

Raised $1.25B from 144 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

NE
Pooled Investment Fund · group: Blue Owl

NBPD ELKHORN FUND LP

New York, NY · Jul 10, 2025
  • Jul 10, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

NP
Pooled Investment Fund · group: Blue Owl

NB Private Debt Fund V Offshore Feeder (B) SCSp

New York, NY · Apr 12, 2024 → Apr 11, 2025 · 2 filings
  • Apr 11, 2025 · D/A · $124,000,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗
  • Apr 12, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (of the General Partner of the Issuer's General Partner) EDGAR ↗

Raised $124M from 5 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

OO
Pooled Investment Fund · group: Otlet

Otlet Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 11, 2012 → Dec 5, 2017 · 6 filings
  • Dec 5, 2017 · D/A · $100,000 sold of Indefinite · 1 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Dec 6, 2016 · D/A · $100,000 sold of Indefinite · 1 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Dec 8, 2015 · D/A · $100,000 sold of Indefinite · 1 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Dec 9, 2014 · D/A · $100,000 sold of Indefinite · 1 investors · min. $2,000,000 · role: Executive Officer, Director (Managing Member of the General Partner of the Investment Manager) EDGAR ↗
  • Dec 11, 2013 · D/A · $6,500,000 sold of Indefinite · 1 investors · min. $2,000,000 · role: Director EDGAR ↗
  • Dec 11, 2012 · D · $6,500,000 sold of Indefinite · 1 investors · min. $2,000,000 · role: Director EDGAR ↗

Raised $6.5M from 1 investor as of the latest filing. Michael is listed as director, executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

OF
Pooled Investment Fund · group: Otlet

Otlet Fund LP

New York, NY · Dec 11, 2012 → Dec 9, 2014 · 3 filings
  • Dec 9, 2014 · D/A · $14,735,000 sold of Indefinite · 16 investors · min. $2,000,000 · role: Executive Officer (Managing Member of both the General Partner of the Issuer and the General Partner of the Investment Manager) EDGAR ↗
  • Dec 11, 2013 · D/A · $14,725,000 sold of Indefinite · 15 investors · min. $2,000,000 · role: Executive Officer (Mr. Schwartz is the managing member of Otlet Capital GP LLC, the General Partner of the Issuer.) EDGAR ↗
  • Dec 11, 2012 · D · $9,025,000 sold of Indefinite · 12 investors · min. $2,000,000 · role: Executive Officer (Mr. Schwartz is the managing member of Otlet Capital GP LLC, the General Partner of the Issuer.) EDGAR ↗

Raised $19.3M from 16 investors as of the latest filing. Michael is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TE
Pooled Investment Fund · group: Taconic

Taconic European Credit Dislocation Fund L.P.

New York, NY · Aug 19, 2014
  • Aug 19, 2014 · D · $63,580,000 sold of $500,000,000 · 23 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $63.6M from 23 investors (13% of the $500M target) as of the latest filing. Michael is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

TE
Pooled Investment Fund · group: Taconic

Taconic European Credit Dislocation Offshore Fund L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Aug 19, 2014
  • Aug 19, 2014 · D · $13,750,000 sold of $500,000,000 · 8 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $13.8M from 8 investors (3% of the $500M target) as of the latest filing. Michael is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

TO
Pooled Investment Fund · group: Taconic

TACONIC OPPORTUNITY FUND L P

New York, NY · Mar 13, 2009 → Aug 6, 2014 · 8 filings
  • Aug 6, 2014 · D/A · $4,359,422,066 sold of Indefinite · 754 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 7, 2014 · D/A · $3,413,769,325 sold of Indefinite · 570 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Aug 30, 2013 · D/A · $3,302,754,315 sold of Indefinite · 545 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Aug 31, 2012 · D/A · $3,015,080,334 sold of Indefinite · 503 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2012 · D/A · $2,983,438,652 sold of Indefinite · 503 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2011 · D/A · $2,611,043,297 sold of Indefinite · 498 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 12, 2010 · D/A · $2,394,874,611 sold of Indefinite · 482 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2009 · D/A · $2,143,801,679 sold of Indefinite · 473 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $5.59B from 1,087 investors as of the latest filing. Michael is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TO
Pooled Investment Fund · group: Taconic

Taconic Offshore Fund 1.5 Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 13, 2009 → Mar 7, 2014 · 7 filings
  • Mar 7, 2014 · D/A · $687,074,194 sold of Indefinite · 94 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Aug 30, 2013 · D/A · $687,074,194 sold of Indefinite · 94 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Aug 31, 2012 · D/A · $666,553,555 sold of Indefinite · 110 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2012 · D/A · $666,053,555 sold of Indefinite · 109 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2011 · D/A · $694,598,074 sold of Indefinite · 103 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 12, 2010 · D/A · $528,818,485 sold of Indefinite · 88 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2009 · D/A · $450,818,485 sold of Indefinite · 80 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $835.4M from 135 investors as of the latest filing. Michael is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TO
Pooled Investment Fund · group: Taconic

Taconic Offshore Intermediate Fund 1.5 L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Sep 11, 2013 → Mar 7, 2014 · 2 filings
  • Mar 7, 2014 · D/A · $16,044,463 sold of Indefinite · 17 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Sep 11, 2013 · D · $16,044,463 sold of Indefinite · 17 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $45.4M from 22 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TO
Pooled Investment Fund · group: Taconic

TACONIC OPPORTUNITY OFFSHORE FUND LTD

Grand Cayman, Cayman Islands (as filed: E9) · Mar 13, 2009 → Mar 7, 2014 · 7 filings
  • Mar 7, 2014 · D/A · $3,249,257,958 sold of Indefinite · 403 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Aug 30, 2013 · D/A · $2,908,455,682 sold of Indefinite · 351 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Aug 31, 2012 · D/A · $2,992,691,233 sold of Indefinite · 378 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 12, 2012 · D/A · $2,957,851,924 sold of Indefinite · 374 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2011 · D/A · $3,319,833,661 sold of Indefinite · 360 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2010 · D/A · $2,196,629,175 sold of Indefinite · 303 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2009 · D/A · $1,785,777,372 sold of Indefinite · 250 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $4.52B from 610 investors as of the latest filing. Michael is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TC
Pooled Investment Fund · group: Taconic

Taconic Capital Partners 1.5 L.P.

New York, NY · Mar 3, 2010 → Mar 7, 2014 · 6 filings
  • Mar 7, 2014 · D/A · $756,222,700 sold of Indefinite · 206 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Aug 30, 2013 · D/A · $752,157,700 sold of Indefinite · 203 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Aug 31, 2012 · D/A · $746,234,951 sold of Indefinite · 205 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 12, 2012 · D/A · $742,888,688 sold of Indefinite · 203 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 11, 2011 · D/A · $732,727,031 sold of Indefinite · 171 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 3, 2010 · D/A · $647,636,179 sold of Indefinite · 157 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $955.7M from 257 investors as of the latest filing. Michael is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TS
Pooled Investment Fund · group: Taconic

Taconic Sidecar Offshore Fund SPC

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 6, 2013
  • Mar 6, 2013 · D · $10,300,000 sold of Indefinite · 2 investors · min. $2,000,000 · role: Executive Officer EDGAR ↗

Raised $10.3M from 2 investors as of the latest filing. Michael is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

TS
Pooled Investment Fund · group: Taconic

Taconic Sidecar Fund I L.P.

New York, NY · Mar 6, 2013
  • Mar 6, 2013 · D · $58,950,000 sold of Indefinite · 20 investors · min. $2,000,000 · role: Executive Officer EDGAR ↗

Raised $59M from 20 investors as of the latest filing. Michael is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

TO
Pooled Investment Fund · group: Taconic

TACONIC OPPORTUNITY FUND II LP

New York, NY · Mar 13, 2009 → Aug 31, 2012 · 5 filings
  • Aug 31, 2012 · D/A · $780,743,023 sold of Indefinite · 197 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2012 · D/A · $652,581,253 sold of Indefinite · 197 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2011 · D/A · $442,103,812 sold of Indefinite · 161 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 12, 2010 · D/A · $190,245,760 sold of Indefinite · 86 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2009 · D/A · $12,100,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $780.7M from 197 investors as of the latest filing. Michael is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

TM
Pooled Investment Fund · group: Taconic

Taconic Master Fund 1.5 L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 13, 2009 → Aug 31, 2012 · 5 filings
  • Aug 31, 2012 · D/A · $16,151,053 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2012 · D/A · $15,080,195 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2011 · D/A · $14,147,103 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 12, 2010 · D/A · $12,085,133 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2009 · D/A · $10,123,883 sold of Indefinite · 14 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $16.2M from 16 investors as of the latest filing. Michael is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

TC
Pooled Investment Fund · group: Taconic

TACONIC CAPITAL PARTNERS LP

New York, NY · Mar 3, 2010 → Mar 9, 2011 · 2 filings
  • Mar 9, 2011 · D/A · $38,590,000 sold of Indefinite · 46 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 3, 2010 · D/A · $38,874,766 sold of Indefinite · 45 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $38.9M from 46 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

NH
Pooled Investment Fund

Normandy Hill Fund LP

New York, NY · Mar 10, 2010 → Feb 24, 2011 · 2 filings
  • Feb 24, 2011 · D/A · $154,580,000 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer (Member of of Normandy Hill Capital GP LLC, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $26,600,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (Member of the General Partner) EDGAR ↗

Raised $154.6M from 49 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

TO
Pooled Investment Fund · group: Taconic

TACONIC OFFSHORE FUND LTD.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 13, 2009 → Mar 12, 2010 · 2 filings
  • Mar 12, 2010 · D/A · $36,909,202 sold of Indefinite · 6 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2009 · D/A · $36,909,202 sold of Indefinite · 6 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $36.9M from 6 investors as of the latest filing. Michael is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

TP
Pooled Investment Fund · group: Taconic

TACONIC PARTNERS FUND LP

New York, NY · Mar 13, 2009
  • Mar 13, 2009 · D/A · $31,350,000 sold of Indefinite · 17 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $31.4M from 17 investors as of the latest filing. Michael is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (10)

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

  • Michael Schwartz — CA, 2 issuers, Dec 1, 2015 → Apr 15, 2020 · no shared issuer
  • Michael Schwartz — CO, 2 issuers, Jan 7, 2010 → Jan 12, 2016 · no shared issuer
  • Michael Schwartz — ME, 2 issuers, Nov 27, 2013 → Apr 4, 2014 · no shared issuer
  • Michael Schwartz — FL, 2 issuers, Nov 4, 2015 → Dec 29, 2017 · no shared issuer
  • Michael Schwartz — GA, 1 issuer, Jan 26, 2022 → Oct 9, 2025 · no shared issuer
  • Michael S Schwartz — TX, 1 issuer, Apr 9, 2010 → Apr 9, 2010 · no shared issuer
  • Michael Schwartz — OR, 1 issuer, Jan 5, 2018 → Jan 5, 2018 · no shared issuer
  • Michael Schwartz — NJ, 1 issuer, Oct 30, 2018 → Oct 30, 2018 · no shared issuer
  • Michael H. Schwartz — CA, 1 issuer, Jun 29, 2009 → Jun 29, 2009 · no shared issuer
  • Michael Schwartz — TX, 1 issuer, Aug 8, 2024 → Aug 8, 2024 · 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.

TC
Management entity

Taconic Capital Advisors L.P.

Executive Officer, Promoter · 20 shared filings (7 issuers) · also on 32 other issuers

Taconic Capital Advisors L.P. is on 39 issuers in total — a repeat sponsor. Their page lists every one.

TC
Management entity

Taconic Capital Partners LLC

Promoter, Executive Officer · 16 shared filings (5 issuers)

Taconic Capital Partners LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

TA
Management entity

Taconic Associates LLC

Promoter, Executive Officer · 13 shared filings (2 issuers) · also on 2 other issuers

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

DT
Management entity

D. Taconic Capital Advisors L.P.

Executive Officer · 9 shared filings (5 issuers)

D. Taconic Capital Advisors L.P. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

OC
Management entity

Otlet Capital Management LP

Executive Officer, Promoter · 5 shared filings (2 issuers)

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

AD
Management entity

Arena Digital Capital Management, LLC

Executive Officer · 5 shared filings (1 issuer) · also on 1 other issuer

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

AD
Management entity

Arena Digital GP, LLC

Director · 5 shared filings (1 issuer)

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

TE
Management entity

Taconic ECDF LLC

Promoter · 2 shared filings (2 issuers) · also on 2 other issuers

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

OC
Management entity

Otlet Capital LLC

Executive Officer · 2 shared filings (2 issuers)

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

NS
Management entity

NBPD Skywatch Associates LP

Promoter · 2 shared filings (1 issuer)

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

NI
Management entity

NBPD Ironwood GP LLC

Promoter · 1 shared filing (1 issuer)

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

TS
Management entity

Taconic Sidecar GP LLC

Promoter · 1 shared filing (1 issuer) · also on 3 other issuers

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

OC
Management entity

Otlet Capital GP LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

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

NE
Management entity

NBPD Elkhorn Associates LP

Promoter · 1 shared filing (1 issuer)

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

NC
Management entity

NBPD Creekside Associates LP

Promoter · 1 shared filing (1 issuer)

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

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

Jon L. Jachman

Executive Officer · 49 shared filings (14 issuers) · also on 30 other issuers

Jon L. Jachman is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

Frank P. Brosens

Executive Officer · 49 shared filings (14 issuers) · also on 30 other issuers

Frank P. Brosens is on 44 issuers in total — a repeat sponsor. Their page lists every one.

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

Christopher L. DeLong

Executive Officer · 49 shared filings (14 issuers) · also on 24 other issuers

Christopher L. DeLong is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

Zachary D. Levenick

Executive Officer · 49 shared filings (14 issuers) · also on 12 other issuers

Zachary D. Levenick is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

Elizabeth A. Keeley

Executive Officer · 49 shared filings (14 issuers) · also on 19 other issuers

Elizabeth A. Keeley is on 33 issuers in total — a repeat sponsor. Their page lists every one.

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

Kelly D. Hampaul

Executive Officer · 49 shared filings (14 issuers)

Kelly D. Hampaul is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Joshua I. Miller

Executive Officer · 49 shared filings (14 issuers)

Joshua I. Miller is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Kevin P. Kavanagh

Executive Officer · 49 shared filings (14 issuers) · also on 24 other issuers

Kevin P. Kavanagh is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

Carol F. Lee

Executive Officer · 41 shared filings (12 issuers)

Carol F. Lee is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Kenneth D. Brody

Executive Officer · 41 shared filings (12 issuers) · also on 2 other issuers

Kenneth D. Brody is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Jared S. Marks

Executive Officer · 36 shared filings (11 issuers)

Jared S. Marks is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Robin S. Rothstein

Executive Officer, Director · 28 shared filings (9 issuers)

Robin S. Rothstein is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Adam Fox

Executive Officer · 28 shared filings (9 issuers) · also on 2 other issuers

Adam Fox is on 11 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

Susan Kasser

Executive Officer · 16 shared filings (8 issuers) · also on 17 other issuers

Susan Kasser is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

Matthew Bird

Executive Officer · 16 shared filings (8 issuers) · also on 4 other issuers

Matthew Bird is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Marc P. Schwartz

Executive Officer · 15 shared filings (9 issuers) · also on 31 other issuers

Marc P. Schwartz is on 40 issuers in total — a repeat sponsor. Their page lists every one.

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

James S. Thompson

Executive Officer · 15 shared filings (9 issuers) · also on 30 other issuers

James S. Thompson is on 39 issuers in total — a repeat sponsor. Their page lists every one.

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

Keith A. Magliana

Executive Officer · 15 shared filings (9 issuers) · also on 28 other issuers

Keith A. Magliana is on 37 issuers in total — a repeat sponsor. Their page lists every one.

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

Alexander Thomson

Executive Officer · 15 shared filings (9 issuers)

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

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

Tammy Jennissen

Director · 14 shared filings (4 issuers) · also on 138 other issuers

Tammy Jennissen is on 142 issuers in total — a repeat sponsor. Their page lists every one.

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

Samuel Elder

Executive Officer · 13 shared filings (7 issuers) · also on 2 other issuers

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

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

Sam Ellis

Director · 9 shared filings (3 issuers) · also on 101 other issuers

Sam Ellis is on 104 issuers in total — a repeat sponsor. Their page lists every one.

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

Victor Murray

Director · 8 shared filings (3 issuers) · also on 55 other issuers

Victor Murray is on 58 issuers in total — a repeat sponsor. Their page lists every one.

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

Christian Neira

Executive Officer · 8 shared filings (5 issuers) · also on 71 other issuers

Christian Neira is on 76 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

T
Sponsor group

Taconic

47 issuers · 195 filings · $15.33B reported sold · 2009–2026

One team, 47 deal companies. Michael Schwartz is listed on 14 of them.

Sources

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

BO
Sponsor group

Blue Owl

414 issuers · 769 filings · $170.47B reported sold · 2009–2026

One team, 414 deal companies. Michael Schwartz is listed on 8 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 Schwartz.

O
Sponsor group

Otlet

2 issuers · 12 filings · $19.4M reported sold · 2012–2017

One team, 2 deal companies. Michael Schwartz is listed on 2 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 Schwartz.

WS
Sponsor group

West Street

50 issuers · 84 filings · $10.46B reported sold · 2017–2026

One team, 50 deal companies. Michael Schwartz is listed on 1 of them.

Sources

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

C
Sponsor group

Clovis

7 issuers · 36 filings · $3.24B reported sold · 2009–2026

One team, 7 deal companies. Michael Schwartz is listed on 1 of them.

Sources

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

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

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 10 of the 27 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): TACONIC OPPORTUNITY FUND L P, TACONIC OPPORTUNITY OFFSHORE FUND LTD, Taconic Offshore Fund 1.5 Ltd., Taconic Capital Partners 1.5 L.P., Taconic Offshore Intermediate Fund 1.5 L.P., Taconic European Credit Dislocation Fund L.P., Taconic European Credit Dislocation Offshore Fund L.P., Taconic Sidecar Offshore Fund SPC, Taconic Sidecar Fund I L.P., TACONIC OFFSHORE FUND LTD..

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 Schwartz 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 27 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Michael Schwartz is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

blueowl.com ↗ found on NBPD Eagle Fund LP (blueowl.com — same registered sponsor family (group "Blue Owl"); known from issuer CIK 1896019 (probe))

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗OpenCorporates ↗

Change history

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