Sponsor Check › Person
Related person on Form D filings · address states as listed: NY, WA · listed Apr 30, 2014 → Jul 31, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:56 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:56 PM ET.
State courts: not yet searched. 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.
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. — not yet searched; 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: not yet searched.
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None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:56 PM ET.
State courts: not yet searched. 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
9 of 58 offerings report sales commissions totalling $118,020,000; 3 report finder's fees totalling $120,000; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Aug 26, 2026 D File 021-595345 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 31, 2026 D File 021-592751 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 8, 2026 D File 021-589964 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 16, 2026 D/A File 021-549050 | $0 (est.) | $40,000 (est.) | $0 The GP is entitled to a carried interest and the Management Company is entitled to a management fee, as more fully set forth in the Issuer's organizational documents. | AZR CAPITAL no CRD number reported JASMIN CAPITAL no CRD number reported ABG, LLC BrokerCheck CRD 167190 ↗ ALTIS FINANCIAL SERVICES INC. no CRD number reported ASCENT CAPITAL ADVISORS LIMITED no CRD number reported STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Jun 16, 2026 D/A File 021-549049 | $0 (est.) | $40,000 (est.) | $0 The GP is entitled to a carried interest and the Management Company is entitled to a management fee, as more fully set forth in the Issuer's organizational documents. | AZR CAPITAL no CRD number reported JASMIN CAPITAL no CRD number reported ABG, LLC BrokerCheck CRD 167190 ↗ ALTIS FINANCIAL SERVICES INC. no CRD number reported ASCENT CAPITAL ADVISORS LIMITED no CRD number reported STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Jun 16, 2026 D/A File 021-549047 | $0 (est.) | $40,000 (est.) | $0 The GP is entitled to a carried interest and the Management Company is entitled to a management fee, as more fully set forth in the Issuer's organizational documents. | AZR CAPITAL no CRD number reported JASMIN CAPITAL no CRD number reported ABG, LLC BrokerCheck CRD 167190 ↗ ALTIS FINANCIAL SERVICES INC. no CRD number reported ASCENT CAPITAL ADVISORS LIMITED no CRD number reported STIFEL, NICOLAUS & COMPANY, INCORPORATED BrokerCheck CRD 793 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Jun 5, 2026 D File 021-586399 | $0 | $0 | $0 The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Apr 24, 2026 D File 021-581745 | $0 (est.) | $0 (est.) | $0 (est.) The GP is entitled to a carried interest and the Manager is entitled to a management fee, as more fully set forth in the Issuer's organizational documents. | JEFFERIES LLC BrokerCheck CRD 2347 ↗ |
| EDGAR ↗ | Apr 21, 2026 D File 021-581271 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 18, 2026 D/A File 021-475981 | $0 | $0 | $0 (est.) | AZR Capital Limited no CRD number reported Sparring Partners Capital LLC BrokerCheck CRD 133780 ↗ CAIS Capital LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Mar 18, 2026 D/A File 021-475982 | $0 (est.) | $0 (est.) | $0 (est.) | AZR Capital Limited no CRD number reported Sparring Partners Capital LLC BrokerCheck CRD 133780 ↗ CAIS Capital LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Feb 11, 2026 D File 021-573304 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 31, 2025 D File 021-562694 | $0 | $0 | $0 The GP is entitled to a carried interest and the Management Company is entitled to a management fee, eas more fully set forth in the Issuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Oct 28, 2025 D File 021-562300 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 8, 2025 D File 021-554127 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 30, 2024 D File 021-528217 | $0 | $0 | $0 The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Sep 17, 2024 D File 021-524285 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 14, 2024 D File 021-516072 | $0 | $0 | $0 The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Jun 11, 2024 D File 021-515637 | $0 | $0 | $0 The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuers' organizational documents. | None listed on this filing |
| EDGAR ↗ | Mar 13, 2024 D File 021-507429 | $0 | $0 | $0 The GP is entitled to a carried interest and the Manager is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Jul 6, 2023 D File 021-486112 | $0 | $0 | $0 (est.) The GP is entitled to carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Mar 3, 2023 D/A File 021-417027 | $0 (est.) | $0 (est.) | $0 (est.) The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | ASCENT CAPITAL ADVISORS LIMITED no CRD number reported ALTIS FINANCIAL SERVICES INC. no CRD number reported BURY STREET CAPITAL LIMITED no CRD number reported |
| EDGAR ↗ | Mar 3, 2023 D/A File 021-417026 | $0 (est.) | $0 (est.) | $0 (est.) The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | ASCENT CAPITAL ADVISORS LIMITED no CRD number reported ALTIS FINANCIAL SERVICES INC. no CRD number reported BURY STREET CAPITAL LIMITED no CRD number reported |
| EDGAR ↗ | Mar 3, 2023 D/A File 021-417023 | $0 (est.) | $0 (est.) | $0 (est.) The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | ASCENT CAPITAL ADVISORS LIMITED no CRD number reported ALTIS FINANCIAL SERVICES INC. no CRD number reported BURY STREET CAPITAL LIMITED no CRD number reported |
| EDGAR ↗ | Aug 22, 2022 D File 021-456416 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 22, 2022 D File 021-434463 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 7, 2021 D File 021-424021 | $0 | $0 | $0 (est.) The GP is entitled to carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuers' organizational documents. | None listed on this filing |
| EDGAR ↗ | Nov 12, 2021 D File 021-420877 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 14, 2021 D File 021-417024 | $0 | $0 | $0 (est.) The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Sep 10, 2021 D/A File 021-375262 | $0 | $0 | $0 (est.) The General Partner is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Sep 10, 2021 D/A File 021-375261 | $0 | $0 | $0 (est.) The General Partner is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Feb 16, 2021 D File 021-389580 | $0 | $0 | $0 (est.) The GP is entitled to a carried interest and the Management Company is entitled to a management fee, each as more fully set forth in the Issuers' organizational documents. | None listed on this filing |
| EDGAR ↗ | Jan 14, 2021 D File 021-386419 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 26, 2020 D File 021-378803 | $0 | $0 | $0 (est.) The GP or its affiliate is entitled to an incentive allocation and the Management Company is entitled to a management fee, each as more fully set forth in theIssuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Jul 6, 2020 D File 021-370221 | $0 | $0 | $0 (est.) The GP is entitled to an incentive allocation and the Management Company is entitled to a management fee, each as more fully set forth in the Issuer's organizational documents. | None listed on this filing |
| EDGAR ↗ | Jan 29, 2020 D File 021-359263 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 22, 2020 D File 021-358669 | $10,000 (est.) | $0 | $0 An affiliate of the GP will receive a customary management fee as more fully set forth in the Issuer's constitutive documents. | Ascent Capital Advisors Limited no CRD number reported |
| EDGAR ↗ | Oct 22, 2019 D File 021-351566 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 25, 2019 D File 021-349599 | $0 | $0 | $0 An affiliate of the GP will receive a customary management fee as more fully set forth in the Issuer's constitutive documents. | None listed on this filing |
| EDGAR ↗ | Sep 6, 2019 D/A File 021-300373 | $7,000,000 (est.) | $0 | $0 An affiliate of the general partner will receive a customary management fee based on a percentage of capital commitments during investment period, and thereafter based on invested capital, as more fully set forth in Issuer's organizational documents. | Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗ Ascent Capital Advisors Limited no CRD number reported Pinegrove Capital Ltd. no CRD number reported |
| EDGAR ↗ | Sep 6, 2019 D/A File 021-300375 | $7,000,000 (est.) | $0 | $0 An affiliate of the general partner will receive a customary management fee based on a percentage of capital commitments during investment period, and thereafter based on invested capital, as more fully set forth in Issuer's organizational documents. | Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗ Ascent Capital Advisors Limited no CRD number reported Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗ Pinegrove Capital Ltd. no CRD number reported |
| EDGAR ↗ | Sep 6, 2019 D/A File 021-300377 | $7,000,000 (est.) | $0 | $0 An affiliate of the general partner will receive a customary management fee based on a percentage of capital commitments during investment period, and thereafter based on invested capital, as more fully set forth in Issuer's organizational documents. | Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗ Ascent Capital Advisors Limited no CRD number reported Pinegrove Capital Ltd. no CRD number reported |
| EDGAR ↗ | Sep 6, 2019 D File 021-348222 | $7,000,000 (est.) | $0 | $0 An affiliate of the general partner will receive a customary management fee based on a percentage of capital commitments during investment period, and thereafter based on invested capital, as more fully set forth in Issuer's organizational documents. | Atlantic-Pacific Capital, Inc. BrokerCheck CRD 38356 ↗ Ascent Capital Advisors Limited no CRD number reported Pinegrove Capital Ltd. no CRD number reported |
| EDGAR ↗ | Jun 28, 2019 D File 021-343123 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 21, 2019 D File 021-342454 | $10,000 (est.) | $0 | $0 An affiliate of the GP will receive a customary management fee as more fully set forth in the Issuer's constitutive documents. | Ascent Capital Advisors Limited no CRD number reported |
| EDGAR ↗ | Apr 12, 2019 D File 021-337160 | $0 | $0 | $0 An affiliate of the GP will receive a customary management fee as more fully set forth in the Issuer's constitutive documents. | None listed on this filing |
| EDGAR ↗ | Jun 15, 2018 D File 021-314684 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 28, 2018 D File 021-308839 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 16, 2018 D/A File 021-307792 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 14, 2017 D File 021-292697 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 18, 2016 D/A File 021-226073 | $30,000,000 (est.) | $0 | $0 | Ascent Capital Advisors Limited no CRD number reported Firerush Ventures No. 3 LP no CRD number reported BTIG, LLC BrokerCheck CRD 122225 ↗ Hycroft LLP no CRD number reported via North Sea Securities, L.P. (CRD 35530 ↗) Moravia Capital AG no CRD number reported Sparring Partners Capital LLC BrokerCheck CRD 133780 ↗ BW Albatross Invest Gmbh no CRD number reported Penserra Securities, LLC BrokerCheck CRD 145994 ↗ Consensus Natural Resources, LLC no CRD number reported |
| EDGAR ↗ | Oct 18, 2016 D/A File 021-226076 | $30,000,000 (est.) | $0 | $0 | Ascent Capital Advisors Limited no CRD number reported Firerush Ventures No. 3 LP no CRD number reported BTIG, LLC BrokerCheck CRD 122225 ↗ Hycroft LLP no CRD number reported via North Sea Securities, L.P. (CRD 35530 ↗) Moravia Capital AG no CRD number reported Sparring Partners Capital LLC BrokerCheck CRD 133780 ↗ BW Albatross Invest Gmbh no CRD number reported Penserra Securities, LLC BrokerCheck CRD 145994 ↗ Consensus Natural Resources, LLC no CRD number reported |
| EDGAR ↗ | Oct 18, 2016 D/A File 021-226077 | $30,000,000 (est.) | $0 | $0 | Ascent Capital Advisors Limited no CRD number reported Firerush Ventures No. 3 LP no CRD number reported BTIG, LLC BrokerCheck CRD 122225 ↗ Hycroft LLP no CRD number reported via North Sea Securities, L.P. (CRD 35530 ↗) Moravia Capital AG no CRD number reported Sparring Partners Capital LLC BrokerCheck CRD 133780 ↗ BW Albatross Invest Gmbh no CRD number reported Penserra Securities, LLC BrokerCheck CRD 145994 ↗ Consensus Natural Resources, LLC no CRD number reported |
| EDGAR ↗ | Sep 1, 2016 D File 021-269995 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 7, 2016 D File 021-254693 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 12, 2015 D File 021-241676 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 30, 2014 D File 021-216563 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 15, 2014 D File 021-210136 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | AG Artemis Holdings, L.P. group: Reverence | Director | Aug 26, 2026 | D | Indefinite similar: $2,144,500–$20,220,000 | $48,433,000 | 344 similar: 2–24 | No minimum reported similar: $10,000–$100,000 |
| EDGAR ↗ | Reverence IV Oryx Co-Investment, L.P. group: Reverence | Executive Officer | Jul 31, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Rio Co-Invest, LP group: Reverence | Executive Officer | Jul 8, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (AI) (FUND VIII), L.P. group: Reverence | Executive Officer | Jun 16, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,887,995,000 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (FUND VIII), L.P. group: Reverence | Executive Officer | Jun 16, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,887,995,000 | 122 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV-A (FUND VIII), L.P. group: Reverence | Executive Officer | Jun 16, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,887,995,000 | 70 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Yukon Co-Invest A LP group: Reverence | Executive Officer | Jun 5, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Olympus CV LP group: Reverence | Executive Officer | Apr 24, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners PE Ops IV (Co-Invest 1), L.P. group: Reverence | Executive Officer | Apr 21, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $15,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (OFFSHORE) (FUND VI), L.P. group: Reverence | Executive Officer, Promoter | Mar 18, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $209,445,250 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (FUND VI), L.P. group: Reverence | Executive Officer, Promoter | Mar 18, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $209,445,250 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Mesa Co-Invest PE Fund IV, LP group: Reverence | Executive Officer | Feb 11, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $100,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (FOO) (FUND VIII), L.P. group: Reverence | Executive Officer | Oct 31, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $120,000,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Woodruff Opportunities Fund, LP group: Reverence | Executive Officer | Oct 28, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AG Artemis Holdings, L.P. group: Reverence | Director | Aug 8, 2025 | D | Indefinite similar: $2,144,500–$20,220,000 | $0 | 0 similar: 2–24 | No minimum reported similar: $10,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV-A (FUND VIII), L.P. group: Reverence | Executive Officer | Jun 16, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (FUND VIII), L.P. group: Reverence | Executive Officer | Jun 16, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS PE OPPORTUNITIES FUND IV (AI) (FUND VIII), L.P. group: Reverence | Executive Officer | Jun 16, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (OFFSHORE) (FUND VI), L.P. group: Reverence | Executive Officer | Mar 14, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $246,382,750 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (FUND VI), L.P. group: Reverence | Executive Officer | Mar 14, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $246,382,750 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Collins Co-Invest LP group: Reverence | Executive Officer | Oct 30, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AG Artemis Holdings, L.P. group: Reverence | Director | Sep 17, 2024 | D | Indefinite similar: $2,144,500–$20,220,000 | $0 | 0 similar: 2–24 | No minimum reported similar: $10,000–$100,000 |
| EDGAR ↗ | RCP Sun Investments LP group: Reverence | Executive Officer | Jun 14, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Sun Co-Invest A LP group: Reverence | Executive Officer | Jun 11, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (FUND VI), L.P. group: Reverence | Executive Officer | Mar 15, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $135,350,250 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (OFFSHORE) (FUND VI), L.P. group: Reverence | Executive Officer | Mar 15, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $135,350,250 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP BENJAMIN CO-INVEST, L.P. group: Reverence | Executive Officer | Mar 13, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-C1 (PE FUND III), L.P. group: Reverence | Executive Officer | Jul 6, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (OFFSHORE) (FUND VI), L.P. group: Reverence | Executive Officer | Mar 15, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND III (FUND VI), L.P. group: Reverence | Executive Officer | Mar 15, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (AI) (PE FUND III), L.P. group: Reverence | Executive Officer | Mar 3, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,618,840,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-A (PE FUND III), L.P. group: Reverence | Executive Officer | Mar 3, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,618,840,000 | 70 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P. group: Reverence | Executive Officer | Mar 3, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,618,840,000 | 122 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AG Artemis Holdings, L.P. group: Reverence | Director | Aug 22, 2022 | D | Indefinite similar: $2,144,500–$20,220,000 | $0 | 0 similar: 2–24 | No minimum reported similar: $10,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-A (PE FUND III), L.P. group: Reverence | Executive Officer | Mar 3, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,142,950,000 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P. group: Reverence | Executive Officer | Mar 3, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,142,950,000 | 82 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (AI) (PE FUND III), L.P. group: Reverence | Executive Officer | Mar 3, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,142,950,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) CO-INVEST, L.P. group: Reverence | Executive Officer | Feb 22, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP MB INVESTMENTS A, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the Sole Member of the GP of the Issuers | Dec 7, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Allspring Group Holdings LLC group: Reverence | Executive Officer, Director | Nov 12, 2021 | D | Indefinite similar: $763,000–$10,000,000 | $1,116,200,000 | 64 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-A (PE FUND III), L.P. group: Reverence | Executive Officer | Oct 14, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P. group: Reverence | Executive Officer | Oct 14, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (FOO) (PE FUND III), L.P. group: Reverence | Executive Officer | Oct 14, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (AI) (PE FUND III), L.P. group: Reverence | Executive Officer | Oct 14, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND (OFFSHORE) (FUND III), L.P. group: Reverence | Executive Officer | Sep 10, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $227,075,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND (FUND III), L.P. group: Reverence | Executive Officer | Sep 10, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $227,075,000 | 24 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP ZEBRA CO-INVEST A, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the Sole Member of the GP of the Issuers | Feb 16, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CardWorks,Inc. group: Orthogon | Director | Jan 14, 2021 | D | Indefinite similar: $2,144,500–$20,220,000 | $0 | 6 similar: 2–24 | No minimum reported similar: $10,000–$100,000 |
| EDGAR ↗ | RCP CUSTOMIZED CREDIT FUND (FUND IV-A), L.P. group: Reverence | Executive Officer | Oct 26, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND (OFFSHORE) (FUND III), L.P. group: Reverence | Executive Officer | Sep 10, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | REVERENCE CAPITAL PARTNERS CREDIT OPPORTUNITIES FUND (FUND III), L.P. group: Reverence | Executive Officer | Sep 10, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP CUSTOMIZED CREDIT FUND (FUND IV), L.P. group: Reverence | Executive Officer | Jul 6, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AG Artemis Holdings, L.P. group: Reverence | Executive Officer | Jan 29, 2020 | D | Indefinite similar: $2,144,500–$20,220,000 | $0 | 0 similar: 2–24 | No minimum reported similar: $10,000–$100,000 |
| EDGAR ↗ | RCP Harvest Co-Invest, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the sole member of the GP of the Issuer | Jan 22, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | AG Artemis Holdings, L.P. group: Reverence | Executive Officer | Oct 22, 2019 | D | Indefinite similar: $2,144,500–$20,220,000 | $0 | 0 similar: 2–24 | No minimum reported similar: $10,000–$100,000 |
| EDGAR ↗ | RCP Lynx Co-Invest, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the sole member of the GP of the Issuer | Sep 25, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund II (Parallel), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Sep 6, 2019 | D | $1,200,000,000 similar: $155,000–$5,250,000 | $1,119,093,327 | 6 similar: 4–27 | $1,500,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund II, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Sep 6, 2019 | D/A | $1,200,000,000 similar: $155,000–$5,250,000 | $1,119,093,327 | 155 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund II (AI), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Sep 6, 2019 | D/A | $1,200,000,000 similar: $155,000–$5,250,000 | $1,119,093,327 | 7 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund II (Cayman), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Sep 6, 2019 | D/A | $1,200,000,000 similar: $155,000–$5,250,000 | $1,119,093,327 | 92 similar: 4–27 | $200,000 similar: $1,000–$100,000 |
| EDGAR ↗ | AG Artemis Holdings, L.P. group: Reverence | Executive Officer | Jun 28, 2019 | D | Indefinite similar: $2,144,500–$20,220,000 | $0 | 0 similar: 2–24 | $25,000 similar: $10,000–$100,000 |
| EDGAR ↗ | RCP Artemis Co-Invest, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the sole member of the GP of the Issuer | Jun 21, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Vega Co-Invest, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the sole member of the GP of the Issuer | Apr 12, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund II (Cayman), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Dec 7, 2018 | D/A | $1,000,000,000 similar: $155,000–$5,250,000 | $629,050,000 | 74 similar: 4–27 | $200,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund II, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Dec 7, 2018 | D/A | $1,000,000,000 similar: $155,000–$5,250,000 | $629,050,000 | 108 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund II (AI), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Dec 7, 2018 | D/A | $1,000,000,000 similar: $155,000–$5,250,000 | $629,050,000 | 5 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Indigo Co-Invest, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the sole member of the GP of the Issuer | Jun 15, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $18,020,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Card Co-Invest, L.P. group: Reverence | Executive Officer Officer of the Managing Member of the General Partner of the Issuer | Mar 28, 2018 | D | $52,904,876 similar: $155,000–$5,250,000 | $52,904,876 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Card Co-Invest, L.P. group: Reverence | Executive Officer Officer of the Managing Member of the General Partner of the Issuer | Mar 16, 2018 | D/A | $6,660,000 similar: $155,000–$5,250,000 | $6,660,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Card Co-Invest, L.P. group: Reverence | Executive Officer Officer of the Managing Member of the General Partner of the Issuer | Mar 15, 2018 | D | $6,660,000 similar: $155,000–$5,250,000 | $6,660,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund II (Cayman), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Dec 8, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund II (AI), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Dec 8, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund II, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Dec 8, 2017 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Cardholder Management Services, Inc. group: Orthogon | Director | Aug 14, 2017 | D | Indefinite similar: $2,144,500–$20,220,000 | $0 | 4 similar: 2–24 | No minimum reported similar: $10,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (Cayman), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Oct 18, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $189,072,794 | 30 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Oct 18, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $228,405,456 | 86 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (AI), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Oct 18, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,636,015 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Dakota Co-Invest, L.P. group: Reverence | Executive Officer Officer of the Managing Member of the General Partner of the Issuer | Sep 1, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (AI), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Aug 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,659,627 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (Cayman), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Aug 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $117,430,960 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Aug 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $223,398,678 | 82 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (Cayman), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Jul 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $117,430,960 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (AI), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Jul 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,659,627 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Jul 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $223,398,678 | 82 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (Cayman), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Apr 4, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $110,387,606 | 21 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (AI), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Apr 4, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,685,006 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Apr 4, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $201,916,653 | 72 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Emerald Co-Invest, L.P. group: Reverence | Director Director of the General Partner of the General Partner of the Issuer | Jan 7, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Oct 8, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $201,916,653 | 72 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (Cayman), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Oct 8, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $110,387,606 | 21 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (AI), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Oct 8, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,685,006 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Kicker Co-Invest, L.P. group: Reverence | Executive Officer Officer of the Managing Member of the General Partner of the Issuer | Jun 12, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (AI), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Oct 8, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I (Cayman), L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Oct 8, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Reverence Capital Partners Opportunities Fund I, L.P. group: Reverence | Executive Officer Member of the GP of the GP of the GP of the Issuer | Oct 8, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | RCP Lake Co-Invest, L.P. group: Reverence | Executive Officer Member of the Director of the General Partner of the Issuer | Apr 30, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $83,450,000 | 36 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Festival Transaction Services, Inc. | Director | Jan 15, 2014 | D | $8,550,000 similar: $500,000–$7,000,000 | $6,110,002 | 36 similar: 2–14 | No minimum reported similar: $5,000–$50,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); Pooled Investment Fund / 506(b) (83,801 filings); Investing / 506(b) (2,521 filings); Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as PETER C. ABERG. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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