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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:59 AM ET

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Monte Brem

Named as an officer, director or promoter on SEC Form D filings · NY, CA · Dec 23, 2011 → Apr 29, 2022

40deals (issuers)
$3.92Breported sold
1,047investors
55Form D filings
2011–2022years on file

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

The short version

Monte Brem is listed as an executive officer and director on 55 SEC Form D filings by 40 issuers between Feb 2011 and Apr 2022. Largest by amount reported sold: StepStone LMM Opportunities Fund I, L.P. (New York, NY — pooled investment fund — 2019; $300M reported sold to 3 investors), STEPSTONE REAL ESTATE PARTNERS III, L.P. (La Jolla, CA — pooled investment fund — 2015–2017; $288.9M reported sold to 58 investors), StepStone Capital Partners IV Offshore, L.P. (San Diego, CA — pooled investment fund — 2018; $268.8M reported sold to 3 investors), StepStone Secondary Opportunities Fund III, L.P. (New York, NY — pooled investment fund — 2016–2017; $262M reported sold to 47 investors), StepStone Secondary Opportunities Fund II, L.P. (New York, NY — pooled investment fund — 2011–2012; $233.9M reported sold to 39 investors) and 35 more (all listed below).

What this means That is a lot of deals — 40 separate companies raised money with this person listed as executive officer and director, over about 11 years. Across those companies the filings report $3.92B sold in total.

Listed alongside Jason Ment (55 shared filings), Johnny Randel (55 shared filings), Jose Fernandez (55 shared filings), Mark T. Maruszewski (55 shared filings), Thomas A. Bradley (54 shared filings) and 17 others.

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

All 40 issuers belong to the sponsor group Stepstone (279 issuers, $67.04B reported sold, 2010–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Stepstone has 279 companies on file and $67.04B reported sold in total — the group page shows the whole track record in one place.

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

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

We compared the newest 50 of 55 public filings for Monte Brem and found 7 differences, 3 worth asking the sponsor about: Monte Brem is no longer listed on the Jun 23, 2023 amendment; 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 Monte Brem has not run yet — it is joining a line of 3,577 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:24 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Monte Brem..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

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

What was searched

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

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

4. Differences between public sources

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

7 differences found between the filings for Monte Brem — 3 worth asking about (compared the newest 50 of 55 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 29, 2022 – Jun 23, 2023

Monte Brem is no longer listed on the Jun 23, 2023 amendment — SSOF V Overage Europe

Monte Brem appears on the Apr 29, 2022 Form D (executive officer) but not on the Jun 23, 2023 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.

Sources
Worth asking · Apr 29, 2022 – Jun 23, 2023

Monte Brem is no longer listed on the Jun 23, 2023 amendment — SSOF V Overage Offshore, L.P.

Monte Brem appears on the Apr 29, 2022 Form D (executive officer) but not on the Jun 23, 2023 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.

Sources
Worth asking · Apr 29, 2022 – Jun 23, 2023

Monte Brem is no longer listed on the Jun 23, 2023 amendment — SSOF V Overage, L.P.

Monte Brem appears on the Apr 29, 2022 Form D (executive officer) but not on the Jun 23, 2023 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.

Sources
Note · Jun 21, 2019 – Oct 13, 2020

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

Form D filed 19 days after the first sale — StepStone Tactical Growth Fund III Offshore, L.P. · Form D filed 18 days after the first sale — StepStone TS Opportunities Fund, L.P. · Form D filed 18 days after the first sale — StepStone LMM Opportunities Fund I, L.P. · Form D filed 18 days after the first sale — StepStone LMM Opportunities Fund I, L.P. · Form D filed 17 days after the first sale — Stepstone Secondary Opportunities Fund IV Europe, SCSp

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

Sources
Note · Oct 1, 2013 – Sep 16, 2021

33 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 — StepStone Atlas Opportunities Fund III (Offshore), L.P. (latest filing Sep 16, 2021) · No amendment in the last 12 months on an offering that may still be open — StepStone HCSCMPTEPP Fund, L.P. (latest filing Dec 23, 2020) · No amendment in the last 12 months on an offering that may still be open — StepStone Tactical Growth Fund III Offshore, L.P. (latest filing Oct 13, 2020) · No amendment in the last 12 months on an offering that may still be open — StepStone Tactical Growth Fund III L.P. (latest filing Oct 8, 2020) · No amendment in the last 12 months on an offering that may still be open — Heathrow Forest Asia Opportunities Fund, L.P. (latest filing Feb 13, 2020) · and 28 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.

Sources
Note · Aug 14, 2015 – Jun 21, 2024

6 address changes between filings

Address moved from New York, NY to La Jolla, CA — SSOF V Overage Europe · Address moved from New York, NY to La Jolla, CA — SSOF V Overage Offshore, L.P. · Address moved from New York, NY to La Jolla, CA — SSOF V Overage, L.P. · Address moved from New York, NY to La Jolla, CA — StepStone Private Access Partnership, L.P. · Address moved from New York, NY to La Jolla, CA — STEPSTONE REAL ESTATE PARTNERS III, L.P. · and 1 more

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

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 55 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

2 of 41 offerings report sales commissions totalling $3,168,500; 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
Apr 29, 2022 D
SSOF V Overage, L.P.
File 021-443923
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2022 D
SSOF V Overage Offshore, L.P.
File 021-443929
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2022 D
SSOF V Overage Europe
File 021-443934
$0$0$0None listed on this filingEDGAR ↗
Nov 10, 2021 D
StepStone Atlas Opportunities Fund III (Onshore), L.P.
File 021-420702
$0$0$0None listed on this filingEDGAR ↗
Sep 16, 2021 D
StepStone Atlas Opportunities Fund III (Offshore), L.P.
File 021-413626
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2020 D
StepStone HCSCMPTEPP Fund, L.P.
File 021-384204
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2020 D
StepStone Tactical Growth Fund III Offshore, L.P.
File 021-377751
$0$0$0None listed on this filingEDGAR ↗
Oct 8, 2020 D
StepStone Tactical Growth Fund III L.P.
File 021-377478
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2020 D
Heathrow Forest Asia Opportunities Fund, L.P.
File 021-360488
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2020 D
StepStone AZ China & Asia Opportunities Fund II, L.P.
File 021-358778
$0$0$0None listed on this filingEDGAR ↗
Dec 2, 2019 D
StepStone TS Opportunities Fund, L.P.
File 021-354516
$0$0$0None listed on this filingEDGAR ↗
Sep 16, 2019 D
StepStone E Opportunities Fund, L.P.
File 021-348922
$0$0$0None listed on this filingEDGAR ↗
Aug 28, 2019 D
StepStone Group LP
File 021-347549
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2019 D
StepStone LMM Opportunities Fund I, L.P.
File 021-346959
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2019 D
StepStone LMM Opportunities Fund I, L.P.
File 021-346960
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2019 D
Stepstone Secondary Opportunities Fund IV Europe, SCSp
File 021-343676
$0$0$0None listed on this filingEDGAR ↗
May 3, 2019 D
Stepstone Secondary Opportunities Fund IV Offshore, L.P.
File 021-338755
$0$0$0None listed on this filingEDGAR ↗
May 3, 2019 D
StepStone Secondary Opportunities Fund IV, L.P.
File 021-338760
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2019 D
Stepstone Atlas Opportunities Fund II LP
File 021-336447
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2018 D/A
StepStone Private Access Partnership, L.P.
File 021-289839
$0$0$0None listed on this filingEDGAR ↗
Jun 21, 2018 D/A
StepStone Tactical Growth Fund II Offshore, L.P.
File 021-289270
$0$0$0None listed on this filingEDGAR ↗
Jun 13, 2018 D
StepStone Endurance L.P.
File 021-314479
$0$0$0None listed on this filingEDGAR ↗
Jun 5, 2018 D
Capitol Private Opportunities III LP
File 021-313881
$0$0$0None listed on this filingEDGAR ↗
Jun 5, 2018 D
Capitol Private Opportunities III (Parallel) LP
File 021-313885
$0$0$0None listed on this filingEDGAR ↗
Feb 23, 2018 D
StepStone Capital Partners IV, L.P.
File 021-306287
$0$0$0None listed on this filingEDGAR ↗
Feb 23, 2018 D
StepStone Capital Partners IV Offshore, L.P.
File 021-306296
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2018 D/A
StepStone Tactical Growth Fund II, L.P.
File 021-278243
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2017 D
StepStone Atlas Opportunities Fund LP
File 021-284838
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2017 D/A
STEPSTONE REAL ESTATE PARTNERS III TE, L.P.
File 021-245763
$0 (est.)$0$0THREADMARK LP BrokerCheck CRD 173318 ↗EDGAR ↗
Feb 10, 2017 D/A
STEPSTONE REAL ESTATE PARTNERS III, L.P.
File 021-245764
$0 (est.)$0$0THREADMARK LP BrokerCheck CRD 173318 ↗EDGAR ↗
Jan 12, 2017 D/A
StepStone Secondary Opportunities Fund III, L.P.
File 021-254936
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2017 D/A
StepStone Secondary Opportunities Fund III Offshore
File 021-254938
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2015 D
StepStone Capital Partners III Offshore, L.P.
File 021-243641
$0$0$0None listed on this filingEDGAR ↗
Jul 9, 2015 D/A
StepStone Capital Partners III, L.P.
File 021-218876
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2014 D/A
StepStone Tactical Growth Fund, L.P.
File 021-204068
$0$0$0None listed on this filingEDGAR ↗
Oct 7, 2014 D
StepStone Tactical Growth Fund Offshore, L.P.
File 021-225936
$0$0$0None listed on this filingEDGAR ↗
Oct 31, 2013 D
Capitol Private Opportunities II LP
File 021-205582
$2,728,500$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Oct 31, 2013 D
Capitol Private Opportunities II (Parallel) LP
File 021-205583
$440,000$0$0Morgan Stanley Smith Barney BrokerCheck CRD 149777 ↗EDGAR ↗
Dec 21, 2012 D/A
StepStone Secondary Opportunities Fund II, L.P.
File 021-170683
$0$0$0NONE no CRD number reportedEDGAR ↗
Oct 19, 2012 D
StepStone Secondary Opportunities Fund II Offshore, L.P.
File 021-185834
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2011 D
SilverStone III, L.P.
File 021-155131
$0$0$0None no CRD number reportedEDGAR ↗
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 40

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

Pooled Investment Fund · group: Stepstone

SSOF V Overage Europe

New York, NY · Apr 29, 2022
  • Apr 29, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the General Partner of the Issuer's Investment Manager) EDGAR ↗

Raised $94.3M from 11 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

SSOF V Overage Offshore, L.P.

New York, NY · Apr 29, 2022
  • Apr 29, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the General Partner of the Issuer's Investment Manager) EDGAR ↗

Raised $35.4M from 4 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

SSOF V Overage, L.P.

New York, NY · Apr 29, 2022
  • Apr 29, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the General Partner of the Issuer's Investment Manager) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Atlas Opportunities Fund III (Onshore), L.P.

New York, NY · Nov 10, 2021
  • Nov 10, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner and Co-CEO of the sole member of the Issuer's General Partner) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Atlas Opportunities Fund III (Offshore), L.P.

New York, NY · Sep 16, 2021
  • Sep 16, 2021 · D · $1,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

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

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone HCSCMPTEPP Fund, L.P.

La Jolla, CA · Dec 23, 2020
  • Dec 23, 2020 · D · $100,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $100M from 1 investor as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Tactical Growth Fund III Offshore, L.P.

New York, NY · Oct 13, 2020
  • Oct 13, 2020 · D · $200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $200K from 1 investor as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Tactical Growth Fund III L.P.

New York, NY · Oct 8, 2020
  • Oct 8, 2020 · D · $62,870,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $62.9M from 22 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

Heathrow Forest Asia Opportunities Fund, L.P.

La Jolla, CA · Feb 13, 2020
  • Feb 13, 2020 · D · $100,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $100M from 1 investor as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone AZ China & Asia Opportunities Fund II, L.P.

La Jolla, CA · Jan 23, 2020
  • Jan 23, 2020 · D · $120,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $120M from 1 investor as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone TS Opportunities Fund, L.P.

New York, NY · Dec 2, 2019
  • Dec 2, 2019 · D · $200,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $200M from 1 investor as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone E Opportunities Fund, L.P.

New York, NY · Sep 16, 2019
  • Sep 16, 2019 · D · $132,953,357 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $133M from 4 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Investing · group: Stepstone

StepStone Group LP

La Jolla, CA · Aug 28, 2019
  • Aug 28, 2019 · D · $115,000,000 sold of $115,000,000 · 12 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $115M from 12 investors (100% of the $115M target) as of the latest filing. Monte is listed as executive officer, director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Stepstone

StepStone LMM Opportunities Fund I, L.P.

New York, NY · Aug 20, 2019 → Aug 20, 2019 · 2 filings
  • Aug 20, 2019 · D · $210,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗
  • Aug 20, 2019 · D · $300,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $300M from 3 investors as of the latest filing. Monte is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Stepstone Secondary Opportunities Fund IV Europe, SCSp

New York, NY · Jul 8, 2019
  • Jul 8, 2019 · D · $30,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer?s General Partner) EDGAR ↗

Raised $30M from 2 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Secondary Opportunities Fund IV, L.P.

New York, NY · May 3, 2019
  • May 3, 2019 · D · $132,550,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $132.6M from 20 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

Stepstone Secondary Opportunities Fund IV Offshore, L.P.

New York, NY · May 3, 2019
  • May 3, 2019 · D · $177,510,000 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $177.5M from 38 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

Stepstone Atlas Opportunities Fund II LP

New York, NY · Apr 4, 2019
  • Apr 4, 2019 · D · $8,400,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $8.4M from 10 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Private Access Partnership, L.P.

New York, NY · Jun 30, 2017 → Aug 9, 2018 · 2 filings
  • Aug 9, 2018 · D/A · $50,840,000 sold of Indefinite · 46 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Jun 30, 2017 · D · $31,660,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $50.8M from 46 investors as of the latest filing. Monte is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Tactical Growth Fund II Offshore, L.P.

La Jolla, CA · Jun 22, 2017 → Jun 21, 2018 · 2 filings
  • Jun 21, 2018 · D/A · $30,100,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Jun 22, 2017 · D · $13,250,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $30.1M from 26 investors as of the latest filing. Monte is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Endurance L.P.

La Jolla, CA · Jun 13, 2018
  • Jun 13, 2018 · D · $226,500,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $226.5M from 6 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

Capitol Private Opportunities III (Parallel) LP

La Jolla, CA · Jun 5, 2018
  • Jun 5, 2018 · D · $27,275,000 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $27.3M from 61 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

Capitol Private Opportunities III LP

La Jolla, CA · Jun 5, 2018
  • Jun 5, 2018 · D · $157,850,000 sold of Indefinite · 175 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $157.8M from 175 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Capital Partners IV Offshore, L.P.

San Diego, CA · Feb 23, 2018
  • Feb 23, 2018 · D · $268,800,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $268.8M from 3 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Capital Partners IV, L.P.

New York, NY · Feb 23, 2018
  • Feb 23, 2018 · D · $177,699,087 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $177.7M from 20 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Tactical Growth Fund II, L.P.

La Jolla, CA · Jan 12, 2017 → Jan 12, 2018 · 2 filings
  • Jan 12, 2018 · D/A · $65,600,000 sold of Indefinite · 69 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Jan 12, 2017 · D · $9,703,500 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $65.6M from 69 investors as of the latest filing. Monte is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Atlas Opportunities Fund LP

New York, NY · Apr 14, 2017
  • Apr 14, 2017 · D · $37,300,000 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $37.3M from 64 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

STEPSTONE REAL ESTATE PARTNERS III, L.P.

La Jolla, CA · Aug 14, 2015 → Feb 10, 2017 · 4 filings
  • Feb 10, 2017 · D/A · $288,925,927 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer (of Issuer's General Partner) EDGAR ↗
  • Aug 8, 2016 · D/A · $199,500,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer (of Issuer's General Partner) EDGAR ↗
  • Mar 23, 2016 · D/A · $40,250,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (of Issuer's General Partner) EDGAR ↗
  • Aug 14, 2015 · D · $37,500,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (of Issuer's General Partner) EDGAR ↗

Raised $288.9M from 58 investors as of the latest filing. Monte is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

STEPSTONE REAL ESTATE PARTNERS III TE, L.P.

San Diego, CA · Aug 14, 2015 → Feb 10, 2017 · 4 filings
  • Feb 10, 2017 · D/A · $131,900,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Dec 27, 2016 · D/A · $131,900,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Aug 8, 2016 · D/A · $95,250,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Aug 14, 2015 · D · $5,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $131.9M from 8 investors as of the latest filing. Monte is listed as executive officer on 4 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Secondary Opportunities Fund III, L.P.

New York, NY · Jan 12, 2016 → Jan 12, 2017 · 2 filings
  • Jan 12, 2017 · D/A · $261,960,000 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗
  • Jan 12, 2016 · D · $78,550,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $262M from 47 investors as of the latest filing. Monte is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Secondary Opportunities Fund III Offshore

New York, NY · Jan 12, 2016 → Jan 12, 2017 · 2 filings
  • Jan 12, 2017 · D/A · $15,300,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗
  • Jan 12, 2016 · D · $15,300,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's General Partner) EDGAR ↗

Raised $15.3M from 4 investors as of the latest filing. Monte is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Capital Partners III Offshore, L.P.

San Diego, United States (as filed: X1) · Jul 14, 2015
  • Jul 14, 2015 · D · $5,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $5M from 1 investor as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Capital Partners III, L.P.

San Diego, CA · Jun 10, 2014 → Jul 9, 2015 · 2 filings
  • Jul 9, 2015 · D/A · $78,400,000 sold of Indefinite · 41 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Jun 10, 2014 · D · $54,950,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $78.4M from 41 investors as of the latest filing. Monte is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Tactical Growth Fund Offshore, L.P.

San Diego, CA · Oct 7, 2014
  • Oct 7, 2014 · D · $17,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $17M from 3 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Tactical Growth Fund, L.P.

San Diego, CA · Oct 7, 2013 → Oct 7, 2014 · 2 filings
  • Oct 7, 2014 · D/A · $30,250,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗
  • Oct 7, 2013 · D · $25,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $30.3M from 6 investors as of the latest filing. Monte is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

Capitol Private Opportunities II (Parallel) LP

San Diego, CA · Oct 31, 2013
  • Oct 31, 2013 · D · $22,000,000 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $22M from 47 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

Capitol Private Opportunities II LP

San Diego, CA · Oct 31, 2013
  • Oct 31, 2013 · D · $136,425,000 sold of Indefinite · 165 investors · min. No minimum reported · role: Executive Officer (of the Issuer's General Partner) EDGAR ↗

Raised $136.4M from 165 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Secondary Opportunities Fund II, L.P.

New York, NY · Dec 23, 2011 → Dec 21, 2012 · 2 filings
  • Dec 21, 2012 · D/A · $233,888,161 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's GP) EDGAR ↗
  • Dec 23, 2011 · D · $91,025,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's GP) EDGAR ↗

Raised $233.9M from 39 investors as of the latest filing. Monte is listed as executive officer on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Stepstone

StepStone Secondary Opportunities Fund II Offshore, L.P.

New York, NY · Oct 19, 2012
  • Oct 19, 2012 · D · $12,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Partner of the Issuer's GP) EDGAR ↗

Raised $12M from 4 investors as of the latest filing. Monte is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Stepstone

SilverStone III, L.P.

New York, NY · Feb 10, 2011
  • Feb 10, 2011 · D · $38,880,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Director (Partner of the Managing Member of the Issuer's GP) EDGAR ↗

Raised $38.9M from 22 investors as of the latest filing. Monte is listed as director.

Sources

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

People around Monte 22

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

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

Jason Ment

Director, Executive Officer · 55 shared filings (40 issuers) · also on 26 other issuers

Jason Ment is on 66 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark T. Maruszewski

Director, Executive Officer · 55 shared filings (40 issuers) · also on 22 other issuers

Mark T. Maruszewski is on 62 issuers in total — a repeat sponsor. Their page lists every one.

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

Johnny Randel

Director, Executive Officer · 55 shared filings (40 issuers) · also on 71 other issuers

Johnny Randel is on 111 issuers in total — a repeat sponsor. Their page lists every one.

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

Jose Fernandez

Director, Executive Officer · 55 shared filings (40 issuers) · also on 23 other issuers

Jose Fernandez is on 63 issuers in total — a repeat sponsor. Their page lists every one.

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

Thomas A. Bradley

Director, Executive Officer · 54 shared filings (39 issuers) · also on 21 other issuers

Thomas A. Bradley is on 60 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael I. McCabe

Executive Officer · 53 shared filings (38 issuers) · also on 21 other issuers

Michael I. McCabe is on 59 issuers in total — a repeat sponsor. Their page lists every one.

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

Tom Keck

Director, Executive Officer · 46 shared filings (34 issuers) · also on 20 other issuers

Tom Keck is on 54 issuers in total — a repeat sponsor. Their page lists every one.

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

Jay Rose

Director, Executive Officer · 43 shared filings (28 issuers) · also on 14 other issuers

Jay Rose is on 42 issuers in total — a repeat sponsor. Their page lists every one.

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

Darren Friedman

Director, Executive Officer · 38 shared filings (30 issuers) · also on 26 other issuers

Darren Friedman is on 56 issuers in total — a repeat sponsor. Their page lists every one.

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

David Jeffrey

Executive Officer · 25 shared filings (15 issuers) · also on 26 other issuers

David Jeffrey is on 41 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

Scott Hart

Director, Executive Officer · 10 shared filings (8 issuers) · also on 71 other issuers

Scott Hart is on 79 issuers in total — a repeat sponsor. Their page lists every one.

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

James B. Gamett

Director, Executive Officer · 10 shared filings (7 issuers)

James B. Gamett is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Brendan MacDonald

Executive Officer · 8 shared filings (2 issuers) · also on 30 other issuers

Brendan MacDonald is on 32 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeff Giller

Executive Officer · 8 shared filings (2 issuers) · also on 22 other issuers

Jeff Giller is on 24 issuers in total — a repeat sponsor. Their page lists every one.

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

Josh Cleveland

Executive Officer · 8 shared filings (2 issuers) · also on 23 other issuers

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

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

Blair Jacobson

Director · 1 shared filing (1 issuer) · also on 27 other issuers

Blair Jacobson is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

Steve Mitchell

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

Listed on the same filings as Monte Brem. Their page shows their other deals.

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

Mike McCabe

Director · 1 shared filing (1 issuer)

Listed on the same filings as Monte Brem. Their page shows their other deals.

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

John Coehlo

Director · 1 shared filing (1 issuer)

Listed on the same filings as Monte Brem. Their page shows their other deals.

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

James B. Garnett

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Monte Brem. Their page shows their other deals.

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

Robert Waldo

Director · 1 shared filing (1 issuer)

Listed on the same filings as Monte Brem. Their page shows their other deals.

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

Thomas Keck

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

Listed on the same filings as Monte Brem. Their page shows their other deals.

The team behind the deals

Sponsor group

Stepstone

279 issuers · 417 filings · $67.04B reported sold · 2010–2026

One team, 279 deal companies. Monte Brem is listed on 40 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 Monte Brem.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 1 of the 40 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): StepStone Group LP.

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 Monte Brem 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 40 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Monte Brem is listed on: none on file. No website or social profile named in StepStone LMM Opportunities Fund I, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #230,671 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Change history

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