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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:41 AM ET

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Mitchell A Kovitz

Named as an officer, director or promoter on SEC Form D filings · IL · Feb 5, 2009 → Dec 30, 2025

17deals (issuers)
$728.9Mreported sold
1,883investors
70Form D filings
2009–2025years on file
Follow this personLook further ↓PDF

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

The short version

Mitchell A Kovitz is listed as an executive officer, director, and promoter on 70 SEC Form D filings by 17 issuers between Feb 2009 and Apr 2026. Largest by amount reported sold: NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P. (Chicago, IL — pooled investment fund — 2009–2025; $170.2M reported sold to 231 investors), NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P. (Chicago, IL — pooled investment fund — 2009–2025; $158.4M reported sold to 205 investors), KOVITZ DIVERSIFIED REAL ESTATE FUND, LLC (Chicago, IL — pooled investment fund — 2018–2025; $135.8M reported sold to 539 investors), VK INDUSTRIAL III, LP (Chicago, IL — pooled investment fund — 2014–2015; $44.7M reported sold to 134 investors), Kovitz Private Holdings, LLC (Chicago, IL — pooled investment fund — 2011; $39M reported sold to 90 investors) and 12 more (all listed below).

What this means That is a lot of deals — 17 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $728.9M sold in total.

Listed alongside Marc S Brenner (59 shared filings), Bruce Weininger (44 shared filings), Jonathan A Shapiro (43 shared filings), Theodore J. Rupp (16 shared filings), Kovitz Investment Group Partners, LLC (15 shared filings, management entity) and 29 others.

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

All 17 issuers belong to the sponsor group Vk Industrial (25 issuers, $752.6M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Vk Industrial has 25 companies on file and $752.6M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, 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) — 15 court cases matching the name, 2 bankruptcy cases matching the name listed in Key records below.

What this means 17 records came back, including 3 court cases still open — open cases can take years and cost money. 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 70 public filings for Mitchell A Kovitz and found 23 differences, 9 worth asking the sponsor about: 11 court cases name Mitchell A Kovitz; Amount sold 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 Mitchell A Kovitz has not run yet — it is joining a line of 38,749 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 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

15 cases: 3 open, 5 closed (disposition not in docket feed), 7 dismissed

Smith v. Kovitz Shifrin Nesbit A Professional Corporation open
District Court, N.D. Illinois · No. 1:26-cv-08740 · Filed Jul 23, 2026
Role of Kovitz Shifrin Nesbit A Professional Corporation: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
Parenti v. Kovitz Shifrin Nesbit A Professional Corporation open
District Court, N.D. Illinois · No. 1:26-cv-03502 · Filed Mar 30, 2026
Role of Kovitz Shifrin Nesbit A Professional Corporation: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
Kovitz v. Alexander Mann Solutions Corporation open
District Court, N.D. Ohio · No. 1:25-cv-02499 · Filed Nov 17, 2025
Role of Kovitz: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in OH (not a filing state)
Martinez v. Kovitz Shifrin Nesbit, A Professional Corporation closed
District Court, N.D. Illinois · No. 1:23-cv-14671 · Filed Oct 9, 2023 · Closed Nov 3, 2023
Role of Kovitz Shifrin Nesbit, A Professional Corporation: Defendant · Outcome: Terminated 2023-11-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
DAVIS v. KOVITZ SHIFRIN NESBIT, A PROFESSIONAL CORPORATION closed
District Court, S.D. Indiana · No. 1:23-cv-01123 · Filed Jun 27, 2023 · Closed Aug 7, 2023
Role of KOVITZ SHIFRIN NESBIT, A PROFESSIONAL CORPORATION: Defendant · Outcome: Terminated 2023-08-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in IN (not a filing state)
Guibord v. Kovitz Shifrin Nesbit, A Professional Corporation closed
District Court, N.D. Illinois · No. 1:23-cv-03243 · Filed May 23, 2023 · Closed Jul 13, 2023
Role of Kovitz Shifrin Nesbit, A Professional Corporation: Defendant · Outcome: Terminated 2023-07-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
Chaplick v. Kovitz Shifrin Nesbit, A Professional Corporation dismissed
District Court, N.D. Illinois · No. 1:19-cv-03175 · Filed May 10, 2019 · Closed Jan 22, 2020 · Nature of suit: 480 Consumer credit · Cause: 15:1692 Fair Debt Collection Act
Role of Kovitz Shifrin Nesbit, A Professional Corporation: Defendant · Outcome: Terminated 2020-01-22 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
Malin v. Kovitz Shifrin Nesbit, A Professional Corporation dismissed
District Court, N.D. Illinois · No. 1:17-cv-08422 · Filed Nov 20, 2017 · Closed Mar 21, 2019 · Nature of suit: 480 Consumer Credit · Cause: 15:1692 Fair Debt Collection Act
Role of Kovitz Shifrin Nesbit, A Professional Corporation: Defendant · Outcome: Terminated 2019-03-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
Chacon v. Kovitz Shifrin Nesbit, A Professional Corporation dismissed
District Court, N.D. Illinois · No. 1:17-cv-02766 · Filed Apr 12, 2017 · Closed Jun 6, 2019 · Nature of suit: 890 Other Statutory Actions · Cause: 15:1692 Fair Debt Collection Act
Role of Kovitz Shifrin Nesbit, A Professional Corporation: Defendant · Outcome: Terminated 2019-06-06 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
Kolodkin v. Kovitz Schifrin Nesbit, A Professional Corporation dismissed
District Court, N.D. Illinois · No. 1:16-cv-09905 · Filed Oct 21, 2016 · Closed Nov 18, 2016 · Nature of suit: 480 Consumer credit
Role of Kovitz Schifrin Nesbit, A Professional Corporation: Defendant · Outcome: Terminated 2016-11-18 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
Aladarbeh v. Kovitz Shifrin Nesbit, A Professional Corporation dismissed
District Court, N.D. Illinois · No. 1:16-cv-08171 · Filed Aug 18, 2016 · Closed Dec 12, 2016 · Nature of suit: 480 Consumer credit
Role of Kovitz Shifrin Nesbit, A Professional Corporation: Defendant · Outcome: Terminated 2016-12-12 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
Alvear v. Kovitz Shifrin Nesbit, A Professional Corporation dismissed
District Court, N.D. Illinois · No. 1:16-cv-04840 · Filed Apr 30, 2016 · Closed Dec 7, 2016 · Nature of suit: 480 Consumer Credit · Cause: 15:1692 Fair Debt Collection Act
Role of Kovitz Shifrin Nesbit, A Professional Corporation: Defendant · Outcome: Terminated 2016-12-07 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
Kovitz Shifrin Nesbit, P.C v. Rainmaker Softwear, Inc. dismissed
District Court, N.D. Illinois · No. 1:05-cv-07311 · Filed Dec 30, 2005 · Closed Mar 15, 2006 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Kovitz Shifrin Nesbit, P.C: Plaintiff · Outcome: Terminated 2006-03-15 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in the person's filing state (IL)
Kovitz v. Nat. Med. Care,Inc. closed
District Court, S.D. New York · No. 1:96-cv-02378 · Filed Apr 3, 1996 · Closed Sep 20, 1999 · Nature of suit: 850 Securities, Commodities, Exchange
Role of Kovitz: Plaintiff · Outcome: Terminated 1999-09-20 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in NY (not a filing state)
Kovitz v. National Medical closed
District Court, D. Massachusetts · No. 1:95-cv-12347 · Filed Oct 25, 1995 · Closed Apr 9, 1996 · Nature of suit: 160 Stockholder's suits
Role of Kovitz: Plaintiff · Outcome: Terminated 1996-04-09 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in MA (not a filing state)
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.

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.

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 Mitchell A Kovitz..

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

2 cases: 2 closed (disposition not in docket feed)

Kovitz v. Five Thousand at Town Center Association closed
United States Bankruptcy Court, E.D. Michigan · No. 11-05179 · Filed Mar 31, 2011 · Closed Feb 20, 2013
Role of Kovitz: Plaintiff · Outcome: Case closed 2013-02-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in MI (not a filing state)
Eastern Financial Federal Credit Union v. Kovitz closed
United States Bankruptcy Court, N.D. Georgia · No. 99-01040 · Filed Mar 22, 1999 · Closed May 3, 1999
Role of Kovitz: Defendant · Outcome: Case closed 1999-05-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (2 people in Form D filings, 17 federal dockets); surname only in the caption; court in GA (not a filing state)
What was searched

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

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

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

4. Differences between public sources

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

23 differences found between the filings for Mitchell A Kovitz — 9 worth asking about (compared the newest 50 of 70 filings on Oct 24, 2026; older filings not covered)

Note · Feb 20, 1981 – Apr 30, 2019

25 bankruptcy cases name the subject or team members

Bankruptcy case: Arthur Hill and Patricia Hill — filed Jan 10, 2019 · Bankruptcy case: Arthur Hill — filed Aug 23, 2017 · Bankruptcy case: Arthur Hill and Sabrina Hill — filed Dec 9, 2010 · Bankruptcy case: Arthur Hill, Jr. — filed Dec 2, 2013 · Bankruptcy case: Arthur Hill — filed Nov 1, 2013 · and 20 more

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

Docket · United States Bankruptcy Court, N.D. Ohio ↗Arthur Hill & Co., LLC — PartnerFacts page ↗Docket · United States Bankruptcy Court, W.D. Kentucky ↗Docket · United States Bankruptcy Court, E.D. Virginia ↗
Sources
Worth asking · Dec 30, 2005 – Jul 23, 2026

11 court cases name Mitchell A Kovitz — 10 as defendant

By role: defendant in 10, plaintiff in 1. Newest: "Smith v. Kovitz Shifrin Nesbit A Professional Corporation" (District Court, N.D. Illinois, Jul 23, 2026); "Parenti v. Kovitz Shifrin Nesbit A Professional Corporation" (District Court, N.D. Illinois, Mar 30, 2026); "Martinez v. Kovitz Shifrin Nesbit, A Professional Corporation" (District Court, N.D. Illinois, Oct 9, 2023). Some of these are name matches with a match estimate below 95% — check each docket.

What this means Several court cases name this subject. Some are routine business suits. Ask what each was about and how it ended.

Docket · Smith v. Kovitz Shifrin Nesbit A Professional Corporation ↗Docket · Parenti v. Kovitz Shifrin Nesbit A Professional Corporation ↗Docket · Martinez v. Kovitz Shifrin Nesbit, A Professional Corporation ↗Docket · Guibord v. Kovitz Shifrin Nesbit, A Professional Corporation ↗
Sources
Worth asking · Mar 7, 2025 – Mar 9, 2026

Amount sold went down between filings — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P.

The Mar 7, 2025 filing says $158,383,177 sold; the Mar 9, 2026 Form D/A says $66,523,383 sold — $91,859,794 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) · Mar 7, 2025 ↗Form D/A (later) · Mar 9, 2026 ↗NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 7, 2025 – Mar 9, 2026

Amount sold went down between filings — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P.

The Mar 7, 2025 filing says $170,217,569 sold; the Mar 9, 2026 Form D/A says $39,056,593 sold — $131,160,976 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) · Mar 7, 2025 ↗Form D/A (later) · Mar 9, 2026 ↗NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P. — PartnerFacts page ↗
Sources
Worth asking · Feb 6, 2012 – Mar 9, 2026

4 offerings reported fewer investors on a later filing

Investor count went down between filings — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P. · Investor count went down between filings — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P. · Investor count went down between filings — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P. · Investor count went down between filings — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P.

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · Mar 7, 2025 ↗Form D/A (later) · Mar 9, 2026 ↗NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P. — PartnerFacts page ↗Form D/A (earlier) · Mar 7, 2025 ↗
Sources
Worth asking · Nov 6, 2014 – Oct 25, 2017

Mitchell A Kovitz appears on 4 deals that stopped filing before reaching their target

CCP PRIVATE HOLDINGS, LLC (last filing Oct 25, 2017; $500,000 sold of $5,000,000); CCP PRIVATE HOLDINGS II, LLC (last filing Aug 22, 2017; $1,950,000 sold of $15,000,000); CCP INTERLINE SIDECAR, LLC (last filing Dec 9, 2016; $1,565,000 sold of $5,200,000); KPH FLETCHER SIDECAR, LLC (last filing Nov 6, 2014; $1,035,000 sold of $3,500,000). 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.

CCP PRIVATE HOLDINGS, LLC — PartnerFacts page ↗CCP PRIVATE HOLDINGS II, LLC — PartnerFacts page ↗CCP INTERLINE SIDECAR, LLC — PartnerFacts page ↗KPH FLETCHER SIDECAR, LLC — PartnerFacts page ↗
Sources
Worth asking · Feb 5, 2009 – Feb 6, 2013

Paid seller listed without a CRD number: Elgin State Bank — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P.

Elgin State Bank is listed as receiving sales compensation on 5 filings (Feb 5, 2009 to Feb 6, 2013) 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 · Feb 6, 2013 ↗BrokerCheck search: Elgin State Bank ↗NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 1, 2021 – Sep 30, 2021

Form D filed 91 days after the first sale — CCP PRIVATE HOLDINGS 2021, LLC

The filing says the first sale was Jul 1, 2021. The Form D was filed Sep 30, 2021 — 91 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 76 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 30, 2021 ↗CCP PRIVATE HOLDINGS 2021, LLC — PartnerFacts page ↗
Sources
Note · Nov 11, 2016 – Dec 9, 2016

Form D filed 28 days after the first sale — CCP INTERLINE SIDECAR, LLC

The filing says the first sale was Nov 11, 2016. The Form D was filed Dec 9, 2016 — 28 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 13 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 · Dec 9, 2016 ↗CCP INTERLINE SIDECAR, LLC — PartnerFacts page ↗
Sources
Note · Jun 3, 2002 – Oct 31, 2024

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 — GREENWOOD LAND HOLDINGS, LLC (latest filing Oct 31, 2024) · No amendment in the last 12 months on an offering that may still be open — CCP Private Holdings 2023, LLC (latest filing Jul 3, 2024) · No amendment in the last 12 months on an offering that may still be open — CCP PRIVATE HOLDINGS 2021, LLC (latest filing Sep 30, 2021) · No amendment in the last 12 months on an offering that may still be open — CCP PRIVATE HOLDINGS, LLC (latest filing Oct 25, 2017) · No amendment in the last 12 months on an offering that may still be open — CCP PRIVATE HOLDINGS II, LLC (latest filing Aug 22, 2017) · 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 · Oct 31, 2024 ↗GREENWOOD LAND HOLDINGS, LLC — PartnerFacts page ↗Form D · Jul 3, 2024 ↗CCP Private Holdings 2023, LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 7, 2025 – Mar 9, 2026

Mitchell A Kovitz is no longer listed on the Mar 9, 2026 amendment — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P.

Mitchell A Kovitz appears on the Mar 7, 2025 Form D/A (executive officer, director, promoter) but not on the Mar 9, 2026 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Mar 7, 2025 ↗Form D/A · Mar 9, 2026 ↗Mitchell A Kovitz — PartnerFacts page ↗NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 7, 2025 – Mar 9, 2026

Mitchell A Kovitz is no longer listed on the Mar 9, 2026 amendment — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P.

Mitchell A Kovitz appears on the Mar 7, 2025 Form D/A (executive officer, director, promoter) but not on the Mar 9, 2026 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Mar 7, 2025 ↗Form D/A · Mar 9, 2026 ↗Mitchell A Kovitz — PartnerFacts page ↗NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P. — PartnerFacts page ↗
Sources
Note · Feb 6, 2013 – Feb 6, 2014

Mitchell A Kovitz's role changed at ANCHOR CAPITAL PARTNERS I LP: executive officer, director → executive officer, director, promoter

The Feb 6, 2013 filing lists Mitchell A Kovitz as executive officer, director; the Feb 6, 2014 Form D/A lists executive officer, director, promoter.

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 · Feb 6, 2013 ↗Form D/A · Feb 6, 2014 ↗Mitchell A Kovitz — PartnerFacts page ↗ANCHOR CAPITAL PARTNERS I LP — PartnerFacts page ↗
Sources
Note · Feb 6, 2012 – Feb 6, 2013

Mitchell A Kovitz's role changed at ANCHOR CAPITAL PARTNERS I LP: executive officer, director, promoter → executive officer, director

The Feb 6, 2012 filing lists Mitchell A Kovitz as executive officer, director, promoter; the Feb 6, 2013 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 · Feb 6, 2012 ↗Form D/A · Feb 6, 2013 ↗Mitchell A Kovitz — PartnerFacts page ↗ANCHOR CAPITAL PARTNERS I LP — PartnerFacts page ↗
Sources
Note · May 14, 2024 – Oct 31, 2024

Offering amount changed between filings — GREENWOOD LAND HOLDINGS, LLC

The May 14, 2024 filing says $25,000,000 offered; the Oct 31, 2024 Form D/A says $30,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · May 14, 2024 ↗Form D/A (later) · Oct 31, 2024 ↗GREENWOOD LAND HOLDINGS, LLC — PartnerFacts page ↗
Sources
Note · Nov 13, 2014 – Feb 9, 2015

Offering amount changed between filings — VK INDUSTRIAL III, LP

The Nov 13, 2014 filing says $40,000,000 offered; the Feb 9, 2015 Form D/A says $50,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Nov 13, 2014 ↗Form D/A (later) · Feb 9, 2015 ↗VK INDUSTRIAL III, LP — PartnerFacts page ↗
Sources
Note · Mar 7, 2024 – Mar 7, 2025

Minimum investment changed between filings — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P.

The Mar 7, 2024 filing lists a minimum of $0; the Mar 7, 2025 Form D/A lists $500,000.

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

Form D/A (earlier) · Mar 7, 2024 ↗Form D/A (later) · Mar 7, 2025 ↗NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P. — PartnerFacts page ↗
Sources
Note · Mar 7, 2024 – Mar 7, 2025

Minimum investment changed between filings — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P.

The Mar 7, 2024 filing lists a minimum of $0; the Mar 7, 2025 Form D/A lists $500,000.

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

Form D/A (earlier) · Mar 7, 2024 ↗Form D/A (later) · Mar 7, 2025 ↗NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P. — PartnerFacts page ↗
Sources
Note · Feb 6, 2013 – Feb 6, 2014

Minimum investment changed between filings — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P.

The Feb 6, 2013 filing lists a minimum of $500,000; the Feb 6, 2014 Form D/A lists $0.

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

Form D/A (earlier) · Feb 6, 2013 ↗Form D/A (later) · Feb 6, 2014 ↗NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P. — PartnerFacts page ↗
Sources
Note · Feb 6, 2013 – Feb 6, 2014

Minimum investment changed between filings — NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P.

The Feb 6, 2013 filing lists a minimum of $500,000; the Feb 6, 2014 Form D/A lists $0.

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

Form D/A (earlier) · Feb 6, 2013 ↗Form D/A (later) · Feb 6, 2014 ↗NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P. — PartnerFacts page ↗
Sources
Note · Feb 6, 2013 – Feb 6, 2014

Minimum investment changed between filings — ANCHOR CAPITAL PARTNERS I LP

The Feb 6, 2013 filing lists a minimum of $250,000; the Feb 6, 2014 Form D/A lists $0.

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

Form D/A (earlier) · Feb 6, 2013 ↗Form D/A (later) · Feb 6, 2014 ↗ANCHOR CAPITAL PARTNERS I LP — PartnerFacts page ↗
Sources
Note · Feb 5, 2009 – Apr 13, 2026

Mitchell A Kovitz is written 2 different ways on the filings

listed as "Mitchell A Kovitz" on 62 filings (from Feb 5, 2009), and "Mitchell Kovitz" on the Apr 13, 2026 filing.

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 · Feb 5, 2009 ↗Form D · Apr 13, 2026 ↗Mitchell A Kovitz — PartnerFacts page ↗
Sources
Note · May 14, 2024 – Oct 31, 2024

Industry group changed between filings — GREENWOOD LAND HOLDINGS, LLC

"Commercial" (May 14, 2024); then "Other" (Oct 21, 2024); then "Commercial" (Oct 31, 2024).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · May 14, 2024 ↗Form D · Oct 21, 2024 ↗Form D/A · Oct 31, 2024 ↗GREENWOOD LAND HOLDINGS, LLC — 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 70 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

5 of 18 offerings report sales commissions totalling $2,268,537; 2 report finder's fees totalling $17,000; 1 reports proceeds to related persons totalling $1,130,272. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 13, 2026 D
CCP Private Holdings 2026, LLC
File 021-580181
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2025 D/A
KOVITZ DIVERSIFIED REAL ESTATE FUND, LLC
File 021-327329
$0$0$0 (est.)
A management fee will be paid to the Manager
None listed on this filingEDGAR ↗
Mar 7, 2025 D/A
NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P.
File 021-82671
$1,115,874 (est.)$14,000 (est.)$0 (est.)
The General Partner is entitled to an Administrative Fee and an Incentive Allocation, both as set forth in the Issuer's offering documents.
Kovitz Securities, LLC BrokerCheck CRD 000129878 ↗EDGAR ↗
Mar 7, 2025 D/A
NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P.
File 021-76748
$529,003 (est.)$0 (est.)$0 (est.)
The General Partner is entitled to an Administrative Fee and an Incentive Allocation, both as set forth in the Issuer's offering documents.
Kovitz Securities, LLC BrokerCheck CRD 000129878 ↗EDGAR ↗
Oct 31, 2024 D/A
GREENWOOD LAND HOLDINGS, LLC
File 021-513278
$0$0$0 (est.)None listed on this filingEDGAR ↗
Oct 21, 2024 D
GREENWOOD LAND HOLDINGS, LLC
File 021-527305
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 3, 2024 D
CCP Private Holdings 2023, LLC
File 021-517750
$0$0$0 (est.)None listed on this filingEDGAR ↗
Sep 30, 2021 D
CCP PRIVATE HOLDINGS 2021, LLC
File 021-415128
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2017 D
CCP PRIVATE HOLDINGS, LLC
File 021-297394
$0$0$0Kovitz Securities, LLC BrokerCheck CRD 129878 ↗EDGAR ↗
Aug 22, 2017 D
CCP PRIVATE HOLDINGS II, LLC
File 021-293301
$0$0$0Kovitz Securities, LLC BrokerCheck CRD 129878 ↗EDGAR ↗
Feb 7, 2017 D/A
ANCHOR CAPITAL PARTNERS I LP
File 021-46509
$261,660 (est.)$3,000 (est.)$1,130,272 (est.)
Customary advisory fees are paid by the Issuer to the GP pursuant to the Issuer's offering materials. The above is a rough estimate of advisory fees paid to the GP since the inception of the Offering.
Kovitz Securities, LLC BrokerCheck CRD 129878 ↗EDGAR ↗
Dec 9, 2016 D
CCP INTERLINE SIDECAR, LLC
File 021-276025
$0$0$0Kovitz Securities, LLC BrokerCheck CRD 129878 ↗EDGAR ↗
Feb 9, 2015 D/A
VK INDUSTRIAL III, LP
File 021-228292
$0$0$0None listed on this filingEDGAR ↗
Nov 6, 2014 D
KPH FLETCHER SIDECAR, LLC
File 021-227806
$0$0$0None listed on this filingEDGAR ↗
Apr 11, 2013 D
VK INDUSTRIAL II, LP
File 021-194885
$0$0$0None listed on this filingEDGAR ↗
Sep 20, 2012 D/A
PWK PARTNERS QP, L.P.
File 021-172126
$69,000 (est.)$0$0 (est.)
Customary advisory fees shall be paid by the Issuer pursuant to the Issuer's offering materials.
Kovitz Securities, LLC BrokerCheck CRD 129878 ↗EDGAR ↗
Sep 20, 2012 D/A
PWK PARTNERS ATLAS FUND I, L.P.
File 021-173055
$293,000 (est.)$0$0 (est.)
Customary advisory fees will be paid by the Issuer to the Investment Manager as provided for in the Issuers offering materials.
Kovitz Securities, LLC BrokerCheck CRD 129878 ↗EDGAR ↗
Dec 19, 2011 D
Kovitz Private Holdings, LLC
File 021-170301
$0$0$0 (est.)None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 17

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

CP
Other · group: Vk Industrial

CCP Private Holdings 2026, LLC

Highland Park, IL · Apr 13, 2026
  • Apr 13, 2026 · D · $38,925,000 sold of $75,000,000 · 140 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Manager of CCP 2026 Manager, LLC) EDGAR ↗

Raised $38.9M from 140 investors (52% of the $75M target) as of the latest filing. Mitchell is listed as executive officer, director, promoter.

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: 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.

KD
Pooled Investment Fund · group: Vk Industrial

KOVITZ DIVERSIFIED REAL ESTATE FUND, LLC

Chicago, IL · Dec 6, 2018 → Dec 30, 2025 · 7 filings
  • Dec 30, 2025 · D/A · $135,783,000 sold of Indefinite · 539 investors · min. $150,000 · role: Promoter EDGAR ↗
  • Dec 30, 2024 · D/A · $135,783,000 sold of Indefinite · 539 investors · min. $150,000 · role: Promoter EDGAR ↗
  • Dec 28, 2023 · D/A · $130,908,000 sold of Indefinite · 514 investors · min. $150,000 · role: Promoter EDGAR ↗
  • Oct 24, 2022 · D/A · $109,843,000 sold of Indefinite · 503 investors · min. $150,000 · role: Promoter EDGAR ↗
  • Oct 14, 2021 · D/A · $94,393,000 sold of Indefinite · 384 investors · min. $150,000 · role: Promoter EDGAR ↗
  • Oct 20, 2020 · D/A · $50,145,000 sold of Indefinite · 214 investors · min. $150,000 · role: Promoter EDGAR ↗
  • Dec 6, 2018 · D · $0 sold of Indefinite · 0 investors · min. $150,000 · role: Promoter EDGAR ↗

Raised $135.8M from 539 investors as of the latest filing. Mitchell is listed as promoter 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.

NM
Pooled Investment Fund · group: Vk Industrial

NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P.

Chicago, IL · Feb 5, 2009 → Mar 7, 2025 · 17 filings
  • Mar 7, 2025 · D/A · $158,383,177 sold of Indefinite · 205 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Mar 7, 2024 · D/A · $155,433,177 sold of Indefinite · 198 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Mar 3, 2023 · D/A · $155,116,131 sold of Indefinite · 196 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of the Genral Partner of the Issuer) EDGAR ↗
  • Mar 3, 2022 · D/A · $148,322,983 sold of Indefinite · 187 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Jul 23, 2021 · D/A · $127,001,000 sold of Indefinite · 165 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer) EDGAR ↗
  • Mar 3, 2020 · D/A · $79,601,000 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer) EDGAR ↗
  • Mar 5, 2019 · D/A · $69,526,000 sold of Indefinite · 96 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer) EDGAR ↗
  • Mar 19, 2018 · D/A · $57,996,000 sold of Indefinite · 88 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer) EDGAR ↗
  • Feb 7, 2017 · D/A · $54,526,000 sold of Indefinite · 80 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer) EDGAR ↗
  • Feb 2, 2016 · D/A · $50,125,000 sold of Indefinite · 75 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer) EDGAR ↗
  • Feb 13, 2015 · D/A · $47,605,000 sold of Indefinite · 73 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 6, 2014 · D/A · $38,880,000 sold of Indefinite · 65 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 6, 2013 · D/A · $34,560,000 sold of Indefinite · 28 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 6, 2012 · D/A · $31,060,000 sold of Indefinite · 53 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 3, 2011 · D/A · $27,850,000 sold of Indefinite · 50 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer, Director, Promoter, Member of Kovitz Investment Group, LLC, General Partner of the Issuer) EDGAR ↗
  • Feb 4, 2010 · D/A · $27,700,000 sold of Indefinite · 48 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer, Director, Promoter, Member of Kovitz Investment Group, LLC, General Partner of the Issuer) EDGAR ↗
  • Feb 5, 2009 · D/A · $27,000,000 sold of Indefinite · 45 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer, Director, Promoter, Member of Kovitz Investment Group, LLC, General Partner of the Issuer) EDGAR ↗

Raised $158.4M from 205 investors as of the latest filing. Mitchell is listed as executive officer, director, promoter on 17 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.

NM
Pooled Investment Fund · group: Vk Industrial

NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P.

Chicago, IL · Feb 5, 2009 → Mar 7, 2025 · 17 filings
  • Mar 7, 2025 · D/A · $170,217,569 sold of Indefinite · 231 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Mar 7, 2024 · D/A · $170,217,569 sold of Indefinite · 231 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Mar 3, 2023 · D/A · $170,217,569 sold of Indefinite · 229 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Mar 3, 2022 · D/A · $160,930,873 sold of Indefinite · 225 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Jul 23, 2021 · D/A · $136,662,334 sold of Indefinite · 210 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer.) EDGAR ↗
  • Mar 3, 2020 · D/A · $103,852,344 sold of Indefinite · 199 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer.) EDGAR ↗
  • Mar 5, 2019 · D/A · $100,702,344 sold of Indefinite · 196 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer.) EDGAR ↗
  • Mar 19, 2018 · D/A · $93,886,500 sold of Indefinite · 177 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer.) EDGAR ↗
  • Feb 7, 2017 · D/A · $92,586,500 sold of Indefinite · 174 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer.) EDGAR ↗
  • Feb 2, 2016 · D/A · $92,465,500 sold of Indefinite · 173 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer.) EDGAR ↗
  • Feb 13, 2015 · D/A · $92,040,500 sold of Indefinite · 172 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 6, 2014 · D/A · $85,140,500 sold of Indefinite · 170 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 6, 2013 · D/A · $64,593,000 sold of Indefinite · 62 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 6, 2012 · D/A · $47,293,000 sold of Indefinite · 148 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 3, 2011 · D/A · $42,114,000 sold of Indefinite · 143 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer, Director, Promoter, Member of Kovitz Investment Group, LLC, General Partner of the Issuer) EDGAR ↗
  • Feb 4, 2010 · D/A · $40,830,000 sold of Indefinite · 141 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer, Director, Promoter, Member of Kovitz Investment Group, LLC, General Partner of the Issuer) EDGAR ↗
  • Feb 5, 2009 · D/A · $40,225,000 sold of Indefinite · 139 investors · min. $500,000 · role: Executive Officer, Director, Promoter (Executive Officer, Director, Promoter, Member of Kovitz Investment Group, LLC, General Partner of the Issuer) EDGAR ↗

Raised $170.2M from 231 investors as of the latest filing. Mitchell is listed as executive officer, director, promoter on 17 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.

GL
Commercial · group: Vk Industrial

GREENWOOD LAND HOLDINGS, LLC

Greenwood, SC · May 14, 2024 → Oct 31, 2024 · 3 filings
  • Oct 31, 2024 · D/A · $24,560,000 sold of $30,000,000 · 98 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Manager of Greenwood Land Holdings Manager, LLC) EDGAR ↗
  • Oct 21, 2024 · D · $0 sold of $15,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Manager of Greenwood Land Holdings Manager, LLC) EDGAR ↗
  • May 14, 2024 · D · $0 sold of $25,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Manager of Greenwood Land Holdings Manager, LLC) EDGAR ↗

Raised $24.6M from 98 investors (82% of the $30M target) as of the latest filing. Mitchell is listed as executive officer, director, promoter 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: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CP
Other · group: Vk Industrial

CCP Private Holdings 2023, LLC

Highland Park, IL · Jul 3, 2024
  • Jul 3, 2024 · D · $37,725,000 sold of $50,000,000 · 116 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Manager of CCP 2023 Manager, LLC) EDGAR ↗

Raised $37.7M from 116 investors (75% of the $50M target) as of the latest filing. Mitchell is listed as executive officer, director, promoter.

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: 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.

CP
Other · group: Vk Industrial

CCP PRIVATE HOLDINGS 2021, LLC

Highland Park, IL · Sep 30, 2021
  • Sep 30, 2021 · D · $25,450,000 sold of $27,000,000 · 87 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Manager of Chicago Capital Partners Management, LLC) EDGAR ↗

Raised $25.4M from 87 investors (94% of the $27M target) as of the latest filing. Mitchell is listed as executive officer, director, promoter.

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: 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.

CP
Other · group: Vk Industrial

CCP PRIVATE HOLDINGS, LLC

Chicago, IL · Oct 25, 2017
  • Oct 25, 2017 · D · $500,000 sold of $5,000,000 · 4 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Manager of Chicago Capital Partners Management, LLC) EDGAR ↗

Raised $500K from 4 investors (10% of the $5M target) as of the latest filing. Mitchell is listed as executive officer, director, promoter.

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: 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.

CP
Other · group: Vk Industrial

CCP PRIVATE HOLDINGS II, LLC

Chicago, IL · Aug 22, 2017
  • Aug 22, 2017 · D · $1,950,000 sold of $15,000,000 · 8 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Manager of Chicago Capital Partners Management, LLC) EDGAR ↗

Raised $1.95M from 8 investors (13% of the $15M target) as of the latest filing. Mitchell is listed as executive officer, director, promoter.

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: 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.

AC
Pooled Investment Fund · group: Vk Industrial

ANCHOR CAPITAL PARTNERS I LP

Chicago, IL · Feb 5, 2009 → Feb 7, 2017 · 9 filings
  • Feb 7, 2017 · D/A · $15,845,695 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner of the Issuer) EDGAR ↗
  • Feb 2, 2016 · D/A · $15,844,695 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group Partners, LLC, General Partner of the Issuer) EDGAR ↗
  • Feb 13, 2015 · D/A · $15,844,695 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 6, 2014 · D/A · $15,444,695 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 6, 2013 · D/A · $15,060,000 sold of Indefinite · 50 investors · min. $250,000 · role: Executive Officer, Director (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 6, 2012 · D/A · $12,460,000 sold of Indefinite · 95 investors · min. $250,000 · role: Executive Officer, Director, Promoter (Executive Officer of Kovitz Investment Group, LLC, General Partner, Investment Manager, and Promoter of the Issuer) EDGAR ↗
  • Feb 3, 2011 · D/A · $11,960,000 sold of Indefinite · 93 investors · min. $250,000 · role: Executive Officer, Director, Promoter (Executive Officer, Director, Promoter, Member of Kovitz Investment Group, LLC, General Partner of the Issuer) EDGAR ↗
  • Feb 4, 2010 · D/A · $11,700,000 sold of Indefinite · 91 investors · min. $250,000 · role: Executive Officer, Director, Promoter (Executive Officer, Director, Promoter, Member of Kovitz Investment Group, LLC, General Partner of the Issuer) EDGAR ↗
  • Feb 5, 2009 · D/A · $10,000,000 sold of Indefinite · 88 investors · min. $250,000 · role: Executive Officer, Director, Promoter (Executive Officer, Director, Promoter, Member of Kovitz Investment Group, LLC, General Partner of the Issuer) EDGAR ↗

Raised $15.8M from 101 investors as of the latest filing. Mitchell is listed as executive officer, director, promoter on 9 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.

CI
Other · group: Vk Industrial

CCP INTERLINE SIDECAR, LLC

Chicago, IL · Dec 9, 2016
  • Dec 9, 2016 · D · $1,565,000 sold of $5,200,000 · 24 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Manager of Chicago Capital Partners Management, LLC) EDGAR ↗

Raised $1.56M from 24 investors (30% of the $5.2M target) as of the latest filing. Mitchell is listed as executive officer, director, promoter.

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: 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.

VI
Pooled Investment Fund · group: Vk Industrial

VK INDUSTRIAL III, LP

Chicago, IL · Nov 13, 2014 → Feb 9, 2015 · 2 filings
  • Feb 9, 2015 · D/A · $44,700,000 sold of $50,000,000 · 134 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (MEMBER OF KOVITZ INVESTMENT GROUP, LLC) EDGAR ↗
  • Nov 13, 2014 · D · $5,400,000 sold of $40,000,000 · 13 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (MEMBER OF KOVITZ INVESTMENT GROUP, LLC) EDGAR ↗

Raised $44.7M from 134 investors (89% of the $50M target) as of the latest filing. Mitchell is listed as executive officer, director, promoter 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.

KF
Other · group: Vk Industrial

KPH FLETCHER SIDECAR, LLC

Chicago, IL · Nov 6, 2014
  • Nov 6, 2014 · D · $1,035,000 sold of $3,500,000 · 19 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (MANAGER OF KOVITZ PH MANAGER, LLC) EDGAR ↗

Raised $1.03M from 19 investors (30% of the $3.5M target) as of the latest filing. Mitchell is listed as executive officer, director, promoter.

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: 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.

VI
Commercial · group: Vk Industrial

VK INDUSTRIAL II, LP

Chicago, IL · Apr 11, 2013
  • Apr 11, 2013 · D · $24,275,000 sold of $30,000,000 · 69 investors · min. No minimum reported · role: Executive Officer (Member of Kovitz Investment Group, LLC listed above) EDGAR ↗

Raised $24.3M from 69 investors (81% of the $30M target) as of the latest filing. Mitchell 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.

PP
Pooled Investment Fund · group: Vk Industrial

PWK PARTNERS ATLAS FUND I, L.P.

Chicago, IL · Feb 8, 2012 → Sep 20, 2012 · 3 filings
  • Sep 20, 2012 · D/A · $2,175,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Executive Officer of Kovitz Investment Group, LLC, the Investment Manager and Promoter of the Issuer) EDGAR ↗
  • Aug 17, 2012 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of Kovitz Investment Group, LLC, the Investment Manager and Promoter of the Issuer) EDGAR ↗
  • Feb 8, 2012 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of Kovitz Investment Group, LLC, the Investment Manager and Promoter of the Issuer) EDGAR ↗

Raised $2.17M from 12 investors as of the latest filing. Mitchell 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.

PP
Pooled Investment Fund · group: Vk Industrial

PWK PARTNERS QP, L.P.

Chicago, IL · Jan 19, 2012 → Sep 20, 2012 · 3 filings
  • Sep 20, 2012 · D/A · $6,860,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Executive Officer of Kovitz Investment Group, LLC, the Investment Manager and Promoter of the Issuer) EDGAR ↗
  • Aug 17, 2012 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of Kovitz Investment Group, LLC, the Investment Manager and Promoter of the Issuer) EDGAR ↗
  • Jan 19, 2012 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of Kovitz Investment Group, LLC, the Investment Manager and Promoter of the Issuer) EDGAR ↗

Raised $6.86M from 6 investors as of the latest filing. Mitchell 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.

KP
Pooled Investment Fund · group: Vk Industrial

Kovitz Private Holdings, LLC

Chicago, IL · Dec 19, 2011
  • Dec 19, 2011 · D · $39,000,000 sold of Indefinite · 90 investors · min. $250,000 · role: Executive Officer, Director (Member of Kovitz PH Manager, LLC, Manager of the Issuer) EDGAR ↗

Raised $39M from 90 investors as of the latest filing. Mitchell is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

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

People around Mitchell 34

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

KI
Management entity

Kovitz Investment Group Partners, LLC

Promoter, Executive Officer · 15 shared filings (3 issuers) · also on 3 other issuers

Kovitz Investment Group Partners, LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

KM
Management entity

KRE Manager, LLC

Executive Officer, Promoter · 7 shared filings (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

AH
Management entity

Arthur Hill & Co., LLC

Promoter · 7 shared filings (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

CC
Management entity

Chicago Capital Partners Management, LLC

Executive Officer, Promoter, Director · 4 shared filings (4 issuers)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

VO
Management entity

VENTURE ONE VK III, LLC

Director · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

VO
Management entity

VENTURE ONE REAL ESTATE LLC

Director, Promoter · 2 shared filings (1 issuer) · also on 4 other issuers

VENTURE ONE REAL ESTATE LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

BK
Management entity

B. KOVITZ INVESTMENT GROUP, LLC

Director · 2 shared filings (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

VI
Management entity

VK INDUSTRIAL III GP, LLC

Director · 2 shared filings (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

GL
Management entity

GREENWOOD LAND HOLDINGS MANAGER, LLC

Executive Officer, Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

KI
Management entity

Kovitz Investment Group, LLC

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

JK
Management entity

J. Kovitz PH Manager, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

VO
Management entity

Venture One VK II, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

VI
Management entity

VK Industrial II GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

KP
Management entity

KOVITZ PH MANAGER, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

C2
Management entity

CCP 2023 Manager, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

GL
Management entity

GREENWOOD LAND HOLDINGS MANAGER, LLC

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

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

C2
Management entity

CCP 2026 Manager, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

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

Marc S Brenner

Promoter, Executive Officer, Director · 59 shared filings (16 issuers) · also on 2 other issuers

Marc S Brenner is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Bruce Weininger

Executive Officer, Director, Promoter · 44 shared filings (7 issuers)

Bruce Weininger is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Jonathan A Shapiro

Executive Officer, Director, Promoter · 43 shared filings (6 issuers)

Jonathan A Shapiro is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Theodore J. Rupp

Executive Officer, Director, Promoter · 16 shared filings (9 issuers)

Theodore J. Rupp is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert Contreras

Promoter, Executive Officer, Director · 15 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

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

Joel Hirsh

Executive Officer, Director, Promoter · 8 shared filings (2 issuers)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

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

John M. Stoops

Promoter · 7 shared filings (1 issuer) · also on 4 other issuers

John M. Stoops is on 5 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

Bruce A. Reid

Promoter · 7 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

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

Arthur J. Hill

Promoter · 7 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

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

Patrick Walsh

Executive Officer, Director · 6 shared filings (2 issuers) · also on 7 other issuers

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

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

Steven E. Hengst

Executive Officer · 6 shared filings (2 issuers)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

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

Michael Solot

Executive Officer, Director, Promoter · 3 shared filings (3 issuers)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

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

MARK B. GOODE

Executive Officer, Director, Promoter · 3 shared filings (2 issuers) · also on 7 other issuers

MARK B. GOODE is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

ROY L. SPLANSKY

Executive Officer, Director, Promoter · 3 shared filings (2 issuers) · also on 6 other issuers

ROY L. SPLANSKY is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

HAROLD GIANOPULOS, JR.

Executive Officer, Director · 3 shared filings (2 issuers)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

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

MATTHEW GOODE

Executive Officer, Director · 2 shared filings (1 issuer) · also on 4 other issuers

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

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

Johnathan A Shapiro

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Mitchell A Kovitz. Their page shows their other deals.

The team behind the deals

VI
Sponsor group

Vk Industrial

25 issuers · 82 filings · $752.6M reported sold · 2009–2026

One team, 25 deal companies. Mitchell A Kovitz is listed on 17 of them.

Sources

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

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); 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. 4 of the 17 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): CCP PRIVATE HOLDINGS 2021, LLC, CCP PRIVATE HOLDINGS, LLC, CCP PRIVATE HOLDINGS II, LLC, CCP INTERLINE SIDECAR, LLC.

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 Mitchell A Kovitz 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 17 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Mitchell A Kovitz is listed on: none on file. No website or social profile named in NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #37,539 of 374,652 in line (1,386 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 (Chicago, IL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Cook County Clerk of Court case search ↗South Carolina state courts — find the court ↗

Securities regulators

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

Business registries

Illinois Secretary of State business search ↗South Carolina Secretary of State business search ↗OpenCorporates ↗

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