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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:01 AM ET

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Patrick JC Shaw

Named as an officer, director or promoter on SEC Form D filings · NY · Mar 5, 2009 → May 29, 2026

41deals (issuers)
$11.41Breported sold
3,585investors
242Form D filings
2009–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Patrick JC Shaw is listed as an executive officer and director on 242 SEC Form D filings by 41 issuers between Mar 2009 and May 2026. Largest by amount reported sold: EP Absolute Return Strategies L.P. (New York, NY — pooled investment fund — 2011–2026; $3.54B reported sold to 618 investors), EP Hedged Equity Strategies L.P. (New York, NY — pooled investment fund — 2009–2026; $2.53B reported sold to 584 investors), EP Absolute Return Strategies Two Ltd. (New York, NY — pooled investment fund — 2010–2020; $519.7M reported sold to 151 investors), EP Life Sciences L.P. (New York, NY — pooled investment fund — 2018–2026; $507.8M reported sold to 223 investors), EP Asia Equity Strategies L.P. (New York, NY — pooled investment fund — 2009–2026; $444.5M reported sold to 303 investors) and 36 more (all listed below).

What this means That is a lot of deals — 41 separate companies raised money with this person listed as executive officer and director, over about 17 years. Across those companies the filings report $11.41B sold in total.

Listed alongside Andrew Sommers (201 shared filings), Joel S Ehrenkranz (198 shared filings), Sanford B Ehrenkranz (197 shared filings), John Ehrenkranz (190 shared filings), Kurt Dudas (135 shared filings) and 8 others.

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

All 41 issuers belong to the sponsor group Group linked by Patrick JC Shaw (46 issuers, $10.35B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Group linked by Patrick JC Shaw has 46 companies on file and $10.35B 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) — 36 bankruptcy cases matching the name listed in Key records below.

What this means 36 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 242 public filings for Patrick JC Shaw and found 5 differences, 4 worth asking the sponsor about: 4 offerings reported less sold on a later filing than an earlier one; 8 offerings reported fewer investors on a later filing; 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 Patrick JC Shaw has not run yet — it is joining a line of 4,420 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, 2:17 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 Patrick JC Shaw..

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

36 cases: 2 open, 34 closed (disposition not in docket feed)

Patrick J. Shaw open
United States Bankruptcy Court, D. Massachusetts · No. 25-11927 · Filed Sep 11, 2025
Role of Patrick J. Shaw: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in MA (not a filing state)
PATRICK M SHAW and AMY TOSO SHAW open
United States Bankruptcy Court, D. Minnesota · No. 23-41501 · Filed Jul 27, 2023
Role of PATRICK M SHAW and AMY TOSO SHAW: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in MN (not a filing state); middle initial differs
Patrick R. Shaw and Kristine L. Shaw closed
United States Bankruptcy Court, S.D. New York · No. 23-35112 · Filed Feb 17, 2023 · Closed May 16, 2023
Role of Patrick R. Shaw and Kristine L. Shaw: Debtor · Outcome: Case closed 2023-05-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in the person's filing state (NY); middle initial differs
Patrick Shaw and Laporcha Shaw closed
United States Bankruptcy Court, N.D. Mississippi · No. 18-14191 · Filed Oct 24, 2018 · Closed Mar 5, 2019
Role of Patrick Shaw and Laporcha Shaw: Debtor · Outcome: Case closed 2019-03-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in MS (not a filing state); middle initial differs
Patrick M. Shaw closed
United States Bankruptcy Court, N.D. Ohio · No. 17-12772 · Filed May 12, 2017 · Closed Sep 26, 2017
Role of Patrick M. Shaw: Debtor · Outcome: Case closed 2017-09-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in OH (not a filing state); middle initial differs
Patrick D. Shaw closed
United States Bankruptcy Court, W.D. Tennessee · No. 14-30333 · Filed Oct 6, 2014 · Closed Dec 14, 2016
Role of Patrick D. Shaw: Debtor · Outcome: Case closed 2016-12-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in TN (not a filing state); middle initial differs
Patrick A Shaw closed
United States Bankruptcy Court, S.D. Ohio · No. 1:13-bk-14721 · Filed Oct 10, 2013 · Closed Nov 14, 2014
Role of Patrick A Shaw: Debtor · Outcome: Case closed 2014-11-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in OH (not a filing state); middle initial differs
Patrick R. Shaw and Kristine L. Shaw closed
United States Bankruptcy Court, S.D. New York · No. 13-37043 · Filed Sep 12, 2013 · Closed Sep 23, 2019
Role of Patrick R. Shaw and Kristine L. Shaw: Debtor · Outcome: Case closed 2019-09-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in the person's filing state (NY); middle initial differs
Patrick D. Shaw closed
United States Bankruptcy Court, W.D. Tennessee · No. 13-21326 · Filed Feb 7, 2013 · Closed Dec 8, 2014
Role of Patrick D. Shaw: Debtor · Outcome: Case closed 2014-12-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in TN (not a filing state); middle initial differs
Patrick R Shaw closed
United States Bankruptcy Court, E.D. Michigan · No. 09-65726 · Filed Aug 19, 2009 · Closed Feb 1, 2011
Role of Patrick R Shaw: Debtor · Outcome: Case closed 2011-02-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in MI (not a filing state); middle initial differs
Patrick Shaw and Mary Shaw closed
United States Bankruptcy Court, E.D. Michigan · No. 09-48903 · Filed Mar 25, 2009 · Closed Jan 7, 2010
Role of Patrick Shaw and Mary Shaw: Debtor · Outcome: Case closed 2010-01-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in MI (not a filing state); middle initial differs
PATRICK M SHAW and KIMBERLY M SHAW closed
United States Bankruptcy Court, D. Minnesota · No. 09-41046 · Filed Feb 25, 2009 · Closed Oct 12, 2011
Role of PATRICK M SHAW and KIMBERLY M SHAW: Debtor · Outcome: Case closed 2011-10-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in MN (not a filing state); middle initial differs
Patrick Shaw and Carol Lynette Shaw closed
United States Bankruptcy Court, S.D. California · No. 07-06253 · Filed Nov 1, 2007 · Closed Feb 7, 2008
Role of Patrick Shaw and Carol Lynette Shaw: Debtor · Outcome: Case closed 2008-02-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in CA (not a filing state); middle initial differs
Patrick Shaw closed
United States Bankruptcy Court, W.D. New York · No. 1-05-92421 · Filed Oct 14, 2005 · Closed Apr 25, 2006
Role of Patrick Shaw: Debtor · Outcome: Case closed 2006-04-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in the person's filing state (NY)
Patrick G. Shaw closed
United States Bankruptcy Court, C.D. Illinois · No. 04-84332 · Filed Sep 26, 2004 · Closed Jan 25, 2005
Role of Patrick G. Shaw: Debtor · Outcome: Case closed 2005-01-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in IL (not a filing state); middle initial differs
Patrick M. Shaw and Carlene D. Shaw closed
United States Bankruptcy Court, E.D. Michigan · No. 04-59010 · Filed Jul 6, 2004 · Closed May 10, 2008
Role of Patrick M. Shaw and Carlene D. Shaw: Debtor · Outcome: Case closed 2008-05-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in MI (not a filing state); middle initial differs
Patrick W. Shaw closed
United States Bankruptcy Court, N.D. Indiana · No. 03-15245 · Filed Nov 20, 2003 · Closed Mar 15, 2004
Role of Patrick W. Shaw: Debtor · Outcome: Case closed 2004-03-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in IN (not a filing state); middle initial differs
Patrick T. Shaw closed
United States Bankruptcy Court, E.D. Texas · No. 03-40119 · Filed Jan 6, 2003 · Closed Dec 19, 2003
Role of Patrick T. Shaw: Debtor · Outcome: Case closed 2003-12-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in TX (not a filing state); middle initial differs
Patrick Shaw and Janet Barker Shaw closed
United States Bankruptcy Court, W.D. Louisiana · No. 02-13442 · Filed Oct 10, 2002 · Closed Aug 28, 2007
Role of Patrick Shaw and Janet Barker Shaw: Debtor · Outcome: Case closed 2007-08-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in LA (not a filing state); middle initial differs
PATRICK J SHAW and KATHLEEN S SHAW closed
United States Bankruptcy Court, D. Minnesota · No. 02-32967 · Filed Aug 22, 2002 · Closed Dec 11, 2002
Role of PATRICK J SHAW and KATHLEEN S SHAW: Debtor · Outcome: Case closed 2002-12-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in MN (not a filing state)
Patrick J. Shaw closed
United States Bankruptcy Court, D. Nebraska · No. 00-42451 · Filed Dec 1, 2000 · Closed Aug 6, 2001
Role of Patrick J. Shaw: Debtor · Outcome: Case closed 2001-08-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets)
Patrick A. Shaw closed
United States Bankruptcy Court, S.D. New York · No. 00-36528 · Filed Jul 11, 2000 · Closed Nov 28, 2000
Role of Patrick A. Shaw: Debtor · Outcome: Case closed 2000-11-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in the person's filing state (NY); middle initial differs
Patrick L. Shaw closed
United States Bankruptcy Court, W.D. Kentucky · No. 00-50834 · Filed Jun 27, 2000 · Closed Oct 11, 2000
Role of Patrick L. Shaw: Debtor · Outcome: Case closed 2000-10-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in KY (not a filing state); middle initial differs
Patrick D Shaw closed
United States Bankruptcy Court, N.D. Illinois · No. 00-13936 · Filed May 9, 2000 · Closed Sep 1, 2000
Role of Patrick D Shaw: Debtor · Outcome: Case closed 2000-09-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in IL (not a filing state); middle initial differs
Patrick M. Shaw and Carlene D. Shaw closed
United States Bankruptcy Court, E.D. Michigan · No. 98-53893 · Filed Aug 6, 1998 · Closed Dec 11, 1998
Role of Patrick M. Shaw and Carlene D. Shaw: Debtor · Outcome: Case closed 1998-12-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in MI (not a filing state); middle initial differs
Patrick M. Shaw and Clara R. Shaw closed
United States Bankruptcy Court, W.D. Wisconsin · No. 3-97-35035 · Filed Oct 17, 1997 · Closed Jan 27, 1998
Role of Patrick M. Shaw and Clara R. Shaw: Debtor · Outcome: Case closed 1998-01-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in WI (not a filing state); middle initial differs
Patrick J Shaw and Debra W Shaw closed
United States Bankruptcy Court, S.D. Ohio · No. 2:97-bk-59298 · Filed Oct 9, 1997 · Closed Feb 19, 1998
Role of Patrick J Shaw and Debra W Shaw: Debtor · Outcome: Case closed 1998-02-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in OH (not a filing state)
Patrick P. Shaw closed
United States Bankruptcy Court, N.D. West Virginia · No. 3:97-bk-30865 · Filed Apr 3, 1997 · Closed Jul 17, 1997
Role of Patrick P. Shaw: Debtor · Outcome: Case closed 1997-07-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in WV (not a filing state); middle initial differs
PATRICK R SHAW and HEATHER A SHAW closed
United States Bankruptcy Court, D. Minnesota · No. 96-36916 · Filed Nov 27, 1996 · Closed Apr 10, 1997
Role of PATRICK R SHAW and HEATHER A SHAW: Debtor · Outcome: Case closed 1997-04-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in MN (not a filing state); middle initial differs
Patrick K Shaw closed
United States Bankruptcy Court, C.D. California · No. 6:96-bk-27839 · Filed Oct 22, 1996 · Closed Feb 28, 1997
Role of Patrick K Shaw: Debtor · Outcome: Case closed 1997-02-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in CA (not a filing state); middle initial differs
Patrick Shaw closed
United States Bankruptcy Court, W.D. Tennessee · No. 96-27930 · Filed Jun 27, 1996 · Closed Jul 16, 1998
Role of Patrick Shaw: Debtor · Outcome: Case closed 1998-07-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in TN (not a filing state)
Patrick M. Shaw closed
United States Bankruptcy Court, D. New Jersey · No. 95-14141 · Filed Jul 18, 1995 · Closed Mar 25, 1997
Role of Patrick M. Shaw: Debtor · Outcome: Case closed 1997-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in NJ (not a filing state); middle initial differs
Patrick K Shaw closed
United States Bankruptcy Court, C.D. California · No. 6:95-bk-15723 · Filed Apr 27, 1995 · Closed May 27, 1997
Role of Patrick K Shaw: Debtor · Outcome: Case closed 1997-05-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in CA (not a filing state); middle initial differs
Patrick Shaw closed
United States Bankruptcy Court, S.D. Ohio · No. 3:94-bk-30885 · Filed Mar 16, 1994 · Closed Sep 10, 2002
Role of Patrick Shaw: Debtor · Outcome: Case closed 2002-09-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in OH (not a filing state)
Patrick L. Shaw closed
United States Bankruptcy Court, N.D. New York · No. 91-02208 · Filed Jul 30, 1991 · Closed Nov 19, 1991
Role of Patrick L. Shaw: Debtor · Outcome: Case closed 1991-11-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in the person's filing state (NY); middle initial differs
Patrick A. Shaw closed
United States Bankruptcy Court, N.D. Ohio · No. 91-32196 · Filed Jun 3, 1991 · Closed Oct 28, 1991
Role of Patrick A. Shaw: Debtor · Outcome: Case closed 1991-10-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 60 federal dockets); court in OH (not a filing state); middle initial differs
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, 2:17 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

5 differences found between the filings for Patrick JC Shaw — 4 worth asking about (compared the newest 50 of 242 filings on Oct 24, 2026; older filings not covered)

Worth asking · Dec 16, 2022 – May 14, 2026

4 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — EP Real Estate Investment Fund 2024 L.P. · Amount sold went down between filings — EP TFF L.P. · Amount sold went down between filings — EP DFF L.P. · Amount sold went down between filings — EP DFF L.P.

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Sources
Worth asking · May 14, 2025 – May 29, 2026

8 offerings reported fewer investors on a later filing

Investor count went down between filings — EP DFF L.P. · Investor count went down between filings — EP CSF LP · Investor count went down between filings — EP Real Estate Investment Fund 2024 L.P. · Investor count went down between filings — EP Life Sciences L.P. · Investor count went down between filings — EP Absolute Return Strategies L.P. · and 3 more

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

Sources
Worth asking · Apr 30, 2024 – Aug 9, 2024

Form D filed 101 days after the first sale — EP Private Equity Strategies 2024 L.P.

The filing says the first sale was Apr 30, 2024. The Form D was filed Aug 9, 2024 — 101 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 86 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.

Sources
Worth asking · Jun 1, 2024 – Aug 9, 2024

Form D filed 69 days after the first sale — EP Strategic Income Fund - Insurance L.P.

The filing says the first sale was Jun 1, 2024. The Form D was filed Aug 9, 2024 — 69 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 54 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.

Sources
Note · Jan 1, 2021 – May 29, 2025

6 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 — EP TFF L.P. (latest filing May 29, 2025) · No amendment in the last 12 months on an offering that may still be open — EP AAF L.P. (latest filing May 14, 2025) · No amendment in the last 12 months on an offering that may still be open — EP Acquisition Fund L.P. (latest filing Mar 21, 2025) · No amendment in the last 12 months on an offering that may still be open — EP Strategic Income Fund - Insurance L.P. (latest filing Aug 9, 2024) · No amendment in the last 12 months on an offering that may still be open — PSF Partners Two L.P. (latest filing May 14, 2024) · and 1 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
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 242 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

1 of 50 offerings reports sales commissions totalling $21,200,000; 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
May 29, 2026 D/A
EP CSF LP
File 021-348384
$0$0$0None listed on this filingEDGAR ↗
May 29, 2026 D/A
EP SCF L.P.
File 021-378927
$0$0$0None listed on this filingEDGAR ↗
May 29, 2026 D/A
EP DFF L.P.
File 021-385164
$0$0$0None listed on this filingEDGAR ↗
May 29, 2026 D/A
EP TFF L.P.
File 021-434982
$21,200,000$0$0None listed on this filingEDGAR ↗
May 29, 2026 D/A
EP Private Equity Strategies 2024 L.P.
File 021-521151
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP Hedged Equity Strategies L.P.
File 021-123638
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP Asia Equity Strategies L.P.
File 021-143214
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP CONCENTRATED EQUITY STRATEGIES L.P.
File 021-143216
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP Absolute Return Strategies L.P.
File 021-143213
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP Life Sciences L.P.
File 021-315695
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D/A
EP Real Estate Investment Fund 2024 L.P.
File 021-448402
$0$0$0None listed on this filingEDGAR ↗
May 13, 2026 D/A
EP Private Credit Strategies 2025 L.P.
File 021-545908
$0$0$0None listed on this filingEDGAR ↗
May 29, 2025 D/A
EP TFF L.P.
File 021-382237
$0$0$0None listed on this filingEDGAR ↗
May 14, 2025 D/A
EP AAF L.P.
File 021-448542
$0$0$0None listed on this filingEDGAR ↗
Mar 21, 2025 D/A
EP Acquisition Fund L.P.
File 021-457726
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2024 D
EP Strategic Income Fund - Insurance L.P.
File 021-521150
$0$0$0None listed on this filingEDGAR ↗
May 14, 2024 D/A
PSF Partners Two L.P.
File 021-403299
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2024 D/A
EP Private Credit Strategies Two L.P.
File 021-432830
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2023 D/A
EP Blockchain Technology Fund Two - EP Acq.
File 021-440980
$0$0$0None listed on this filingEDGAR ↗
Mar 27, 2023 D/A
EP Blockchain Technology Fund Ep Acq.
File 021-394542
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2023 D/A
EP Acquisition Fund L.P.
File 021-431838
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2022 D
EP AHF L.P.
File 021-431229
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2022 D
EP AHF L.P.
File 021-431230
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2022 D
EP AHF L.P.
File 021-431232
$0$0$0None listed on this filingEDGAR ↗
Jan 18, 2022 D/A
EP Private Equity Strategies 2019
File 021-332067
$0$0$0None listed on this filingEDGAR ↗
Jan 5, 2022 D/A
EP MFF L.P.
File 021-385161
$0$0$0None listed on this filingEDGAR ↗
Jan 5, 2022 D/A
EP MFF L.P.
File 021-385162
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2021 D/A
Multifamily Real Estate Fund
File 021-360263
$0$0$0None listed on this filingEDGAR ↗
Oct 19, 2020 D/A
EP Private Credit Strategies L.P.
File 021-326347
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2020 D/A
EP Acquisition Fund L.P.
File 021-292945
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2020 D/A
EP Concentrated Equity Strategies Ltd
File 021-105360
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 17, 2020 D/A
EP Hedged Equity Strategies Ltd.
File 021-143209
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2020 D/A
EP Absolute Return Strategies Two Ltd.
File 021-143210
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2020 D/A
EP Absolute Return Strategies Ltd.
File 021-143211
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2020 D/A
EP Private Credit Strategies Ltd.
File 021-333662
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2019 D/A
EP Life Sciences Ltd.
File 021-315691
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2018 D/A
Institutional Distressed Opportunities Fund Ltd.
File 021-298927
$0$0$0None listed on this filingEDGAR ↗
Feb 28, 2018 D/A
Direct Lending Fund Three L.P.
File 021-278439
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2018 D
PSF Partners L.P.
File 021-303444
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2017 D/A
CRF Partners L.P.
File 021-267741
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2017 D
Institutional Direct Lending Fund Three Ltd.
File 021-280526
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2016 D/A
Energy Opportunity Fund L.P.
File 021-205471
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2016 D
GSO Credit Series - EP Acq.
File 021-262347
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2016 D
BSL Partners L.P.
File 021-258156
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2016 D/A
Direct Lending Fund Two L.P.
File 021-231497
$0$0$0None listed on this filingEDGAR ↗
Oct 8, 2015 D/A
EP Acquisition Fund L.P.
File 021-226691
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2012 D
Direct Lending Fund L.P.
File 021-181399
$0$0$0None listed on this filingEDGAR ↗
Jul 7, 2011 D
Acquisition Fund 2011 L.P.
File 021-162446
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2010 D/A
EP Asia Equity Strategies L.P.
File 021-101802
$0$0$0 (est.)
Proceeds will be used for Investment Capital
None listed on this filingEDGAR ↗
Mar 12, 2010 D/A
EP CONCENTRATED EQUITY STRATEGIES L.P.
File 021-105420
$0$0$0 (est.)
Proceeds will be used for Investment Capital
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 41

Every issuer that named Patrick JC Shaw 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: Group linked by Patrick JC Shaw

EP DFF L.P.

New York, NY · Jan 5, 2021 → May 29, 2026 · 7 filings
  • May 29, 2026 · D/A · $78,313,926 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • May 29, 2025 · D/A · $78,313,926 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Nov 26, 2024 · D/A · $78,313,926 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Dec 8, 2023 · D/A · $160,987,016 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Dec 16, 2022 · D/A · $230,406,735 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Jan 5, 2022 · D/A · $230,406,735 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Jan 5, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗

Raised $230.4M from 20 investors as of the latest filing. Patrick is listed as executive officer on 7 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

EP SCF L.P.

New York, NY · Oct 27, 2020 → May 29, 2026 · 8 filings
  • May 29, 2026 · D/A · $105,163,643 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 29, 2025 · D/A · $105,163,643 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 11, 2024 · D/A · $105,163,643 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 9, 2024 · D/A · $105,163,643 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 10, 2023 · D/A · $105,163,643 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 6, 2022 · D/A · $103,450,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 8, 2021 · D/A · $103,450,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 27, 2020 · D · $25,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $105.2M from 20 investors as of the latest filing. Patrick is listed as executive officer on 8 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: Group linked by Patrick JC Shaw

EP CSF LP

New York, NY · Sep 10, 2019 → May 29, 2026 · 8 filings
  • May 29, 2026 · D/A · $197,424,406 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 29, 2025 · D/A · $197,424,406 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Aug 29, 2024 · D/A · $197,424,406 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Sep 1, 2023 · D/A · $196,424,406 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Sep 2, 2022 · D/A · $147,650,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Sep 2, 2021 · D/A · $130,550,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Sep 4, 2020 · D/A · $129,510,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Sep 10, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $197.4M from 19 investors as of the latest filing. Patrick is listed as executive officer on 8 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: Group linked by Patrick JC Shaw

EP Private Equity Strategies 2024 L.P.

New York, NY · Aug 9, 2024 → May 29, 2026 · 3 filings
  • May 29, 2026 · D/A · $85,375,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 29, 2025 · D/A · $33,800,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Aug 9, 2024 · D · $14,650,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $85.4M from 43 investors as of the latest filing. Patrick is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

EP TFF L.P.

New York, NY · Dec 4, 2020 → May 29, 2026 · 13 filings
  • May 29, 2026 · D/A · $21,200,000 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • May 29, 2025 · D/A · $21,200,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • May 29, 2025 · D/A · $122,463,387 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Mar 21, 2025 · D/A · $121,670,267 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Feb 14, 2025 · D/A · $21,200,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Mar 26, 2024 · D/A · $294,652,668 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Feb 22, 2024 · D/A · $21,200,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Mar 27, 2023 · D/A · $294,547,041 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Feb 27, 2023 · D/A · $21,150,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Mar 30, 2022 · D/A · $294,547,041 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Feb 25, 2022 · D · $21,150,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Dec 2, 2021 · D/A · $269,042,041 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Dec 4, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗

Raised $294.7M from 36 investors as of the latest filing. Patrick is listed as executive officer on 13 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: Group linked by Patrick JC Shaw

EP Life Sciences L.P.

New York, NY · Jun 28, 2018 → May 14, 2026 · 9 filings
  • May 14, 2026 · D/A · $507,821,582 sold of Indefinite · 170 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2025 · D/A · $471,050,887 sold of Indefinite · 223 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2024 · D/A · $448,763,010 sold of Indefinite · 213 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 15, 2023 · D/A · $418,696,509 sold of Indefinite · 205 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 31, 2022 · D/A · $228,784,669 sold of Indefinite · 149 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 8, 2021 · D/A · $176,805,781 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 8, 2020 · D/A · $108,402,391 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 17, 2019 · D/A · $130,145,182 sold of Indefinite · 88 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 28, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $507.8M from 223 investors as of the latest filing. Patrick is listed as executive officer on 9 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: Group linked by Patrick JC Shaw

EP CONCENTRATED EQUITY STRATEGIES L.P.

New York, NY · Mar 5, 2009 → May 14, 2026 · 18 filings
  • May 14, 2026 · D/A · $280,180,311 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2025 · D/A · $277,214,811 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2024 · D/A · $273,566,857 sold of Indefinite · 120 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 15, 2023 · D/A · $262,127,911 sold of Indefinite · 117 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 31, 2022 · D/A · $174,806,192 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 16, 2021 · D/A · $173,086,192 sold of Indefinite · 105 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 17, 2020 · D/A · $154,082,620 sold of Indefinite · 104 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jul 12, 2018 · D/A · $139,472,620 sold of Indefinite · 99 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Sep 26, 2017 · D/A · $136,626,160 sold of Indefinite · 97 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Sep 27, 2016 · D/A · $134,166,442 sold of Indefinite · 88 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Oct 30, 2015 · D/A · $133,766,442 sold of Indefinite · 86 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Nov 10, 2014 · D/A · $130,410,405 sold of Indefinite · 83 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Nov 13, 2013 · D/A · $134,543,560 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Nov 13, 2012 · D/A · $114,047,109 sold of Indefinite · 65 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Aug 24, 2011 · D/A · $94,342,661 sold of Indefinite · 49 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Jun 9, 2010 · D · $67,496,720 sold of Indefinite · 38 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2010 · D/A · $130,189,900 sold of Indefinite · 175 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Mar 5, 2009 · D/A · $130,189,900 sold of Indefinite · 175 investors · min. $1,000,000 · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗

Raised $280.2M from 175 investors as of the latest filing. Patrick is listed as executive officer on 18 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: Group linked by Patrick JC Shaw

EP Asia Equity Strategies L.P.

New York, NY · Mar 5, 2009 → May 14, 2026 · 20 filings
  • May 14, 2026 · D/A · $444,532,292 sold of Indefinite · 110 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2025 · D/A · $417,067,528 sold of Indefinite · 228 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2024 · D/A · $405,450,929 sold of Indefinite · 218 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 15, 2023 · D/A · $394,785,026 sold of Indefinite · 215 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 31, 2022 · D/A · $251,144,026 sold of Indefinite · 212 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 16, 2021 · D/A · $226,743,795 sold of Indefinite · 205 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 17, 2020 · D/A · $203,553,795 sold of Indefinite · 171 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jul 12, 2018 · D/A · $190,346,295 sold of Indefinite · 159 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Sep 26, 2017 · D/A · $157,227,539 sold of Indefinite · 141 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Sep 27, 2016 · D/A · $143,827,539 sold of Indefinite · 125 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Oct 30, 2015 · D/A · $131,852,539 sold of Indefinite · 116 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Nov 10, 2014 · D/A · $126,677,539 sold of Indefinite · 113 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Nov 13, 2013 · D/A · $128,917,543 sold of Indefinite · 94 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Nov 13, 2012 · D/A · $93,687,110 sold of Indefinite · 87 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Jun 28, 2012 · D/A · $89,992,077 sold of Indefinite · 83 investors · min. $500,000 · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Jun 9, 2011 · D/A · $89,254,921 sold of Indefinite · 88 investors · min. $500,000 · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Jun 7, 2011 · D/A · $411,206,481 sold of Indefinite · 303 investors · min. $500,000 · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Jun 9, 2010 · D · $23,203,553 sold of Indefinite · 31 investors · min. $500,000 · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2010 · D/A · $191,374,280 sold of Indefinite · 229 investors · min. $500,000 · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Mar 5, 2009 · D/A · $191,374,280 sold of Indefinite · 229 investors · min. $500,000 · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗

Raised $444.5M from 303 investors as of the latest filing. Patrick is listed as executive officer on 20 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: Group linked by Patrick JC Shaw

EP Hedged Equity Strategies L.P.

New York, NY · Oct 15, 2009 → May 14, 2026 · 17 filings
  • May 14, 2026 · D/A · $2,533,771,504 sold of Indefinite · 376 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2025 · D/A · $2,523,740,891 sold of Indefinite · 584 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2024 · D/A · $2,507,923,632 sold of Indefinite · 562 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • May 15, 2023 · D/A · $2,484,711,590 sold of Indefinite · 559 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • May 31, 2022 · D/A · $1,174,352,720 sold of Indefinite · 530 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Jun 16, 2021 · D/A · $1,159,837,489 sold of Indefinite · 527 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Jul 12, 2018 · D/A · $1,109,034,242 sold of Indefinite · 477 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Sep 26, 2017 · D/A · $981,174,647 sold of Indefinite · 455 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Sep 27, 2016 · D/A · $900,908,515 sold of Indefinite · 398 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Oct 30, 2015 · D/A · $773,651,193 sold of Indefinite · 358 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Nov 10, 2014 · D/A · $656,720,479 sold of Indefinite · 319 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Nov 13, 2013 · D/A · $550,618,887 sold of Indefinite · 234 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Nov 13, 2012 · D/A · $376,404,485 sold of Indefinite · 192 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Jan 12, 2012 · D/A · $286,619,722 sold of Indefinite · 165 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Dec 9, 2010 · D/A · $154,954,260 sold of Indefinite · 185 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Oct 16, 2009 · D/A · $198,398,215 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Oct 15, 2009 · D/A · $198,298,215 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗

Raised $2.53B from 584 investors as of the latest filing. Patrick is listed as executive officer on 17 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: Group linked by Patrick JC Shaw

EP Absolute Return Strategies L.P.

New York, NY · Aug 24, 2011 → May 14, 2026 · 16 filings
  • May 14, 2026 · D/A · $3,538,861,488 sold of Indefinite · 320 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2025 · D/A · $3,347,250,312 sold of Indefinite · 618 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2024 · D/A · $3,133,053,935 sold of Indefinite · 586 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 15, 2023 · D/A · $2,938,155,237 sold of Indefinite · 565 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 31, 2022 · D/A · $1,853,899,113 sold of Indefinite · 612 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 11, 2021 · D/A · $1,633,527,580 sold of Indefinite · 590 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 17, 2020 · D/A · $1,418,817,535 sold of Indefinite · 537 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 17, 2020 · D/A · $1,418,817,535 sold of Indefinite · 537 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jul 12, 2018 · D/A · $1,258,123,631 sold of Indefinite · 491 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Sep 26, 2017 · D/A · $1,172,203,740 sold of Indefinite · 476 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Sep 27, 2016 · D/A · $1,066,866,782 sold of Indefinite · 417 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Oct 30, 2015 · D/A · $936,966,829 sold of Indefinite · 362 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Nov 12, 2014 · D/A · $827,186,115 sold of Indefinite · 322 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Nov 13, 2013 · D/A · $738,885,920 sold of Indefinite · 263 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Nov 13, 2012 · D/A · $551,133,443 sold of Indefinite · 244 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Aug 24, 2011 · D/A · $401,285,535 sold of Indefinite · 195 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗

Raised $3.54B from 618 investors as of the latest filing. Patrick is listed as executive officer on 16 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: Group linked by Patrick JC Shaw

EP Real Estate Investment Fund 2024 L.P.

New York, NY · Jun 7, 2022 → May 14, 2026 · 5 filings
  • May 14, 2026 · D/A · $85,200,000 sold of Indefinite · 45 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2025 · D/A · $97,980,000 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2024 · D/A · $82,700,000 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 25, 2023 · D/A · $32,150,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 7, 2022 · D · $15,500,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $98M from 47 investors as of the latest filing. Patrick is listed as executive officer on 5 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

EP Private Credit Strategies 2025 L.P.

New York, NY · May 13, 2025 → May 13, 2026 · 2 filings
  • May 13, 2026 · D/A · $145,700,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 13, 2025 · D · $67,250,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $145.7M from 60 investors as of the latest filing. Patrick 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: Group linked by Patrick JC Shaw

EP AAF L.P.

New York, NY · Jun 8, 2022 → May 14, 2025 · 4 filings
  • May 14, 2025 · D/A · $25,500,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 14, 2024 · D/A · $25,500,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 25, 2023 · D/A · $17,500,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 8, 2022 · D · $15,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $25.5M from 4 investors as of the latest filing. Patrick 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: Group linked by Patrick JC Shaw

EP Acquisition Fund L.P.

New York, NY · Oct 17, 2014 → Mar 21, 2025 · 12 filings
  • Mar 21, 2025 · D/A · $200,463,333 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Apr 15, 2024 · D/A · $199,967,500 sold of Indefinite · 109 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Apr 28, 2023 · D/A · $165,792,500 sold of Indefinite · 90 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jan 26, 2023 · D/A · $132,348,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Sep 1, 2022 · D · $17,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Feb 2, 2022 · D · $21,100,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jul 21, 2020 · D/A · $159,725,286 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jul 22, 2019 · D/A · $158,975,286 sold of Indefinite · 67 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Aug 6, 2018 · D/A · $155,050,000 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Aug 16, 2017 · D · $36,600,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 8, 2015 · D/A · $6,417,500 sold of Indefinite · 72 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 17, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $200.5M from 111 investors as of the latest filing. Patrick is listed as executive officer on 12 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: Group linked by Patrick JC Shaw

EP Strategic Income Fund - Insurance L.P.

New York, NY · Aug 9, 2024
  • Aug 9, 2024 · D · $3,133,719 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $3.13M from 5 investors as of the latest filing. Patrick is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

PSF Partners Two L.P.

New York, NY · Jun 17, 2021 → May 14, 2024 · 4 filings
  • May 14, 2024 · D/A · $80,885,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • May 25, 2023 · D/A · $80,885,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 2, 2022 · D/A · $74,385,000 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jun 17, 2021 · D · $26,700,001 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $80.9M from 56 investors as of the latest filing. Patrick 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: Group linked by Patrick JC Shaw

EP Private Credit Strategies Two L.P.

New York, NY · Feb 9, 2022 → Jan 24, 2024 · 3 filings
  • Jan 24, 2024 · D/A · $156,550,000 sold of Indefinite · 71 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jan 26, 2023 · D/A · $156,550,000 sold of Indefinite · 69 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Feb 9, 2022 · D · $96,350,000 sold of Indefinite · 37 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $156.6M from 71 investors as of the latest filing. Patrick is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

EP Blockchain Technology Fund Two - EP Acq.

New York, NY · Apr 8, 2022 → Apr 7, 2023 · 2 filings
  • Apr 7, 2023 · D/A · $34,350,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Apr 8, 2022 · D · $24,750,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $34.4M from 43 investors as of the latest filing. Patrick 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: Group linked by Patrick JC Shaw

EP Blockchain Technology Fund Ep Acq.

New York, DE · Apr 2, 2021 → Mar 27, 2023 · 3 filings
  • Mar 27, 2023 · D/A · $40,285,000 sold of Indefinite · 91 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Mar 28, 2022 · D/A · $42,765,000 sold of Indefinite · 93 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Apr 2, 2021 · D · $1,565,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $42.8M from 93 investors as of the latest filing. Patrick is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

EP AHF L.P.

New York, NY · Jan 28, 2022 → Jan 28, 2022 · 3 filings
  • Jan 28, 2022 · D · $20,010,250 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jan 28, 2022 · D · $40,105,650 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jan 28, 2022 · D · $25,034,100 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $40.1M from 52 investors as of the latest filing. Patrick is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

EP Private Equity Strategies 2019

New York, NY · Feb 4, 2019 → Jan 18, 2022 · 4 filings
  • Jan 18, 2022 · D/A · $128,665,494 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jan 21, 2021 · D/A · $126,299,438 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Jan 29, 2020 · D/A · $92,875,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Feb 4, 2019 · D · $2,300,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $128.7M from 64 investors as of the latest filing. Patrick 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: Group linked by Patrick JC Shaw

EP MFF L.P.

New York, NY · Jan 5, 2021 → Jan 5, 2022 · 4 filings
  • Jan 5, 2022 · D/A · $75,301,302 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Jan 5, 2022 · D/A · $215,073,672 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Jan 5, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗
  • Jan 5, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner) EDGAR ↗

Raised $215.1M from 15 investors as of the latest filing. Patrick 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: Group linked by Patrick JC Shaw

Multifamily Real Estate Fund

New York, NY · Feb 11, 2020 → Feb 3, 2021 · 2 filings
  • Feb 3, 2021 · D/A · $41,750,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Feb 11, 2020 · D · $36,150,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $41.8M from 39 investors as of the latest filing. Patrick 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: Group linked by Patrick JC Shaw

EP Private Credit Strategies L.P.

New York, NY · Nov 21, 2018 → Oct 19, 2020 · 3 filings
  • Oct 19, 2020 · D/A · $139,897,322 sold of Indefinite · 70 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Nov 6, 2019 · D/A · $128,700,000 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗
  • Nov 21, 2018 · D · $32,950,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management, the General Partner of the Issuer) EDGAR ↗

Raised $139.9M from 70 investors as of the latest filing. Patrick is listed as executive officer on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

EP Concentrated Equity Strategies Ltd

New York, NY · Mar 11, 2009 → Jun 18, 2020 · 12 filings
  • Jun 18, 2020 · D/A · $112,189,116 sold of Indefinite · 60 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 12, 2018 · D/A · $112,189,116 sold of Indefinite · 60 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 26, 2017 · D/A · $109,294,888 sold of Indefinite · 59 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 27, 2016 · D/A · $91,016,104 sold of Indefinite · 42 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 30, 2015 · D/A · $91,016,104 sold of Indefinite · 42 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 10, 2014 · D/A · $91,016,104 sold of Indefinite · 42 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 13, 2013 · D/A · $91,916,104 sold of Indefinite · 42 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 13, 2012 · D/A · $91,916,104 sold of Indefinite · 42 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 6, 2012 · D/A · $90,384,595 sold of Indefinite · 30 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 10, 2011 · D/A · $87,398,181 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 12, 2010 · D/A · $44,604,718 sold of Indefinite · 27 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 11, 2009 · D/A · $44,604,718 sold of Indefinite · 27 investors · min. $100,000 · role: Director EDGAR ↗

Raised $119.9M from 61 investors as of the latest filing. Patrick is listed as director on 12 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: Group linked by Patrick JC Shaw

EP Private Credit Strategies Ltd.

New York, NY · Feb 27, 2019 → Jun 17, 2020 · 3 filings
  • Jun 17, 2020 · D/A · $28,750,000 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 6, 2020 · D/A · $21,250,000 sold of Indefinite · 7 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 27, 2019 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

Raised $28.8M from 8 investors as of the latest filing. Patrick is listed as director on 3 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

EP Absolute Return Strategies Ltd.

New York, NY · Jun 9, 2010 → Jun 17, 2020 · 12 filings
  • Jun 17, 2020 · D/A · $148,155,669 sold of Indefinite · 43 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 12, 2018 · D/A · $79,726,693 sold of Indefinite · 38 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 26, 2017 · D/A · $61,332,307 sold of Indefinite · 37 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 27, 2016 · D/A · $57,607,307 sold of Indefinite · 33 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 30, 2015 · D/A · $53,568,134 sold of Indefinite · 27 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 10, 2014 · D/A · $47,978,135 sold of Indefinite · 25 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 10, 2014 · D/A · $47,978,135 sold of Indefinite · 25 investors · min. $100,000 · role: Director EDGAR ↗
  • May 7, 2014 · D/A · $44,350,966 sold of Indefinite · 18 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 13, 2013 · D/A · $42,399,799 sold of Indefinite · 17 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 13, 2012 · D/A · $20,124,799 sold of Indefinite · 14 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 24, 2011 · D/A · $16,059,018 sold of Indefinite · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 9, 2010 · D · $7,084,339 sold of Indefinite · 7 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $148.2M from 43 investors as of the latest filing. Patrick is listed as director on 12 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: Group linked by Patrick JC Shaw

EP Absolute Return Strategies Two Ltd.

New York, NY · Jun 9, 2010 → Jun 17, 2020 · 10 filings
  • Jun 17, 2020 · D/A · $364,712,016 sold of Indefinite · 44 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 12, 2018 · D/A · $363,047,016 sold of Indefinite · 42 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 26, 2017 · D/A · $355,297,648 sold of Indefinite · 40 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 27, 2016 · D/A · $37,430,654 sold of Indefinite · 35 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 30, 2015 · D/A · $33,732,067 sold of Indefinite · 31 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 10, 2014 · D/A · $33,128,674 sold of Indefinite · 31 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 13, 2013 · D/A · $29,026,422 sold of Indefinite · 26 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 13, 2012 · D/A · $25,223,065 sold of Indefinite · 24 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 24, 2011 · D/A · $23,516,377 sold of Indefinite · 21 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 9, 2010 · D · $9,842,478 sold of Indefinite · 13 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $519.7M from 151 investors as of the latest filing. Patrick is listed as director on 10 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: Group linked by Patrick JC Shaw

EP Hedged Equity Strategies Ltd.

New York, NY · Jun 9, 2010 → Jun 17, 2020 · 11 filings
  • Jun 17, 2020 · D/A · $103,049,211 sold of Indefinite · 51 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 12, 2018 · D/A · $70,352,337 sold of Indefinite · 45 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 26, 2017 · D/A · $47,554,342 sold of Indefinite · 41 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 27, 2016 · D/A · $40,804,342 sold of Indefinite · 39 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 30, 2015 · D/A · $37,765,169 sold of Indefinite · 35 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 10, 2014 · D/A · $34,555,169 sold of Indefinite · 34 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 10, 2014 · D/A · $34,555,169 sold of Indefinite · 34 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 13, 2013 · D/A · $24,796,523 sold of Indefinite · 24 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 13, 2012 · D/A · $21,878,761 sold of Indefinite · 18 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 24, 2011 · D/A · $19,008,268 sold of Indefinite · 13 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 9, 2010 · D · $7,170,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $398M from 134 investors as of the latest filing. Patrick is listed as director on 11 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: Group linked by Patrick JC Shaw

EP Life Sciences Ltd.

New York, NY · Jun 28, 2018 → Jun 17, 2019 · 2 filings
  • Jun 17, 2019 · D/A · $29,101,248 sold of Indefinite · 16 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 28, 2018 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

Raised $52.8M from 26 investors as of the latest filing. Patrick is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

Institutional Distressed Opportunities Fund Ltd.

New York, NY · Nov 16, 2017 → Oct 25, 2018 · 2 filings
  • Oct 25, 2018 · D/A · $15,000,000 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 16, 2017 · D · $6,000,000 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗

Raised $15M from 8 investors as of the latest filing. Patrick is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

Direct Lending Fund Three L.P.

New York, NY · Jan 13, 2017 → Feb 28, 2018 · 5 filings
  • Feb 28, 2018 · D/A · $165,175,000 sold of Indefinite · 103 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Mar 1, 2017 · D/A · $127,650,000 sold of Indefinite · 54 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Feb 16, 2017 · D/A · $132,650,000 sold of Indefinite · 54 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Feb 10, 2017 · D/A · $113,650,000 sold of Indefinite · 54 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Jan 13, 2017 · D · $114,150,000 sold of Indefinite · 55 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗

Raised $165.2M from 103 investors as of the latest filing. Patrick is listed as executive officer on 5 filings for this deal.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

PSF Partners L.P.

New York, NY · Jan 17, 2018
  • Jan 17, 2018 · D · $48,660,000 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $48.7M from 44 investors as of the latest filing. Patrick is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

CRF Partners L.P.

New York, NY · Jul 26, 2016 → Jul 25, 2017 · 2 filings
  • Jul 25, 2017 · D/A · $24,900,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Jul 26, 2016 · D · $23,900,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗

Raised $24.9M from 19 investors as of the latest filing. Patrick 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: Group linked by Patrick JC Shaw

Institutional Direct Lending Fund Three Ltd.

New York, NY · Feb 10, 2017
  • Feb 10, 2017 · D · $11,500,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $11.5M from 5 investors as of the latest filing. Patrick is listed as director.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

Energy Opportunity Fund L.P.

New York, NY · Oct 30, 2013 → Sep 27, 2016 · 4 filings
  • Sep 27, 2016 · D/A · $77,615,000 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 8, 2015 · D/A · $77,615,000 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 17, 2014 · D/A · $70,150,000 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗
  • Oct 30, 2013 · D · $5,250,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of the General Partner.) EDGAR ↗

Raised $77.6M from 61 investors as of the latest filing. Patrick 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: Group linked by Patrick JC Shaw

GSO Credit Series - EP Acq.

New York, NY · Apr 29, 2016
  • Apr 29, 2016 · D · $62,675,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of the General Partner of EP Acquisition Fund LP) EDGAR ↗

Raised $62.7M from 39 investors as of the latest filing. Patrick is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

BSL Partners L.P.

New York, NY · Feb 26, 2016
  • Feb 26, 2016 · D · $18,500,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗

Raised $18.5M from 14 investors as of the latest filing. Patrick is listed as executive officer.

Sources

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

Pooled Investment Fund · group: Group linked by Patrick JC Shaw

Direct Lending Fund Two L.P.

New York, NY · Jan 6, 2015 → Jan 6, 2016 · 2 filings
  • Jan 6, 2016 · D/A · $109,875,000 sold of Indefinite · 73 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗
  • Jan 6, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗

Raised $109.9M from 73 investors as of the latest filing. Patrick 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: Group linked by Patrick JC Shaw

Direct Lending Fund L.P.

New York, NY · Jul 17, 2012
  • Jul 17, 2012 · D · $35,850,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Investment Committee Member of E Capital Management L.P., the General Partner of the Issuer) EDGAR ↗

Raised $35.9M from 17 investors as of the latest filing. Patrick is listed as executive officer.

Sources

Every row is a Form D or D/A on 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: Group linked by Patrick JC Shaw

Acquisition Fund 2011 L.P.

New York, NY · Jul 7, 2011
  • Jul 7, 2011 · D · $5,900,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Member of the General Partner of the General Partner) EDGAR ↗

Raised $5.9M from 8 investors as of the latest filing. Patrick is listed as executive officer.

Sources

Every row is a Form D or D/A on 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 Patrick 13

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

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

Andrew Sommers

Director, Executive Officer · 201 shared filings (37 issuers)

Andrew Sommers is on 37 issuers in total — a repeat sponsor. Their page lists every one.

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

Joel S Ehrenkranz

Director, Executive Officer · 198 shared filings (36 issuers)

Joel S Ehrenkranz is on 36 issuers in total — a repeat sponsor. Their page lists every one.

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

Sanford B Ehrenkranz

Director, Executive Officer · 197 shared filings (36 issuers) · also on 1 other issuer

Sanford B Ehrenkranz is on 37 issuers in total — a repeat sponsor. Their page lists every one.

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

John Ehrenkranz

Director, Executive Officer · 190 shared filings (34 issuers)

John Ehrenkranz is on 34 issuers in total — a repeat sponsor. Their page lists every one.

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

Kurt Dudas

Executive Officer, Director · 135 shared filings (34 issuers) · also on 4 other issuers

Kurt Dudas is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

Ralph Woodford

Director · 52 shared filings (8 issuers) · also on 156 other issuers

Ralph Woodford is on 164 issuers in total — a repeat sponsor. Their page lists every one.

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

Gregory Link

Director · 52 shared filings (8 issuers) · also on 60 other issuers

Gregory Link is on 68 issuers in total — a repeat sponsor. Their page lists every one.

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

Steven W Davidson

Director · 41 shared filings (7 issuers) · also on 10 other issuers

Steven W Davidson is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

Kabir Kapoor

Director, Executive Officer · 35 shared filings (18 issuers) · also on 11 other issuers

Kabir Kapoor is on 29 issuers in total — a repeat sponsor. Their page lists every one.

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

LAURENCE W. COHEN

Director, Executive Officer · 18 shared filings (8 issuers) · also on 18 other issuers

LAURENCE W. COHEN is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

Amy G. Bermingham

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Patrick JC Shaw. Their page shows their other deals.

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

Roger A. Goldman

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Patrick JC Shaw. Their page shows their other deals.

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

Steven W Davdson

Director · 2 shared filings (1 issuer)

Listed on the same filings as Patrick JC Shaw. Their page shows their other deals.

The team behind the deals

Sponsor group

Group linked by Patrick JC Shaw

46 issuers · 286 filings · $10.35B reported sold · 2009–2026

One team, 46 deal companies. Patrick JC Shaw is listed on 41 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 Patrick JC Shaw.

Same business address

49 other issuers file from the same address

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)

None of the 41 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

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 Patrick JC Shaw 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 41 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Patrick JC Shaw is listed on: none on file. No website or social profile named in EP Absolute Return Strategies L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #27,494 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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