PartnerFacts
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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Peter C. Marshall

Named as an officer, director or promoter on SEC Form D filings · NY · Jan 12, 2010 → Jan 16, 2020

5deals (issuers)
$22.5Breported sold
10,214investors
85Form D filings
2010–2020years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:21 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Peter C. Marshall is listed as an executive officer and director on 85 SEC Form D filings by 5 issuers between Jan 2010 and Jan 2020: JPMORGAN CORE BOND TRUST (New York, NY — pooled investment fund — 2010–2020; $15.78B reported sold to 103 investors), JP MORGAN ACCESS MULTI-STRATEGY FUND LLC (New York, NY — pooled investment fund — 2011–2020; $3.85B reported sold to 8,576 investors), JPMorgan Intermediate Bond Trust (New York, NY — pooled investment fund — 2010–2020; $1.18B reported sold to 22 investors), JPMorgan Equity Index Trust (New York, NY — pooled investment fund — 2010–2016; $864.9M reported sold to 12 investors) and J.P. Morgan Access Multi-Strategy Fund II (New York, NY — pooled investment fund — 2011–2020; $822.7M reported sold to 1,501 investors).

What this means A repeat sponsor — 5 separate companies raised money with this person listed as executive officer and director, over about 10 years. Across those companies the filings report $22.5B sold in total.

Listed alongside Frankie D. Hughes (85 shared filings), John F. Finn (85 shared filings), Marilyn McCoy (85 shared filings), Robert A. Oden, Jr. (85 shared filings), Stephen M. Ungerman (85 shared filings) and 48 others.

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

All 5 issuers belong to the sponsor group J P Morgan (681 issuers, $310.46B reported sold, 2008–2026).

What this means A sponsor group is one team that sets up a new company for each deal. J P Morgan has 681 companies on file and $310.46B 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) — 4 bankruptcy cases matching the name listed in Key records below.

What this means 4 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 85 public filings for Peter C. Marshall and found 5 differences, 1 worth asking the sponsor about: 4 people are no longer listed on a later amendment; and more below.

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

What the community is saying

Community search for Peter C. Marshall has not run yet — it is joining a line of 4,293 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, 2:21 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 Peter C. Marshall..

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

4 cases: 4 closed (disposition not in docket feed)

Peter Marshall closed
United States Bankruptcy Court, C.D. California · No. 2:14-bk-31403 · Filed Nov 14, 2014 · Closed Nov 10, 2015
Role of Peter Marshall: Debtor · Outcome: Case closed 2015-11-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 34 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
Peter Marshall closed
United States Bankruptcy Court, W.D. Louisiana · No. 98-21316 · Filed Nov 10, 1998 · Closed Feb 24, 1999
Role of Peter Marshall: Debtor · Outcome: Case closed 1999-02-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 34 federal dockets); 3 people with this name in Form D filings; court in LA (not a filing state)
Peter Marshall closed
United States Bankruptcy Court, W.D. Louisiana · No. 98-31272 · Filed Jul 7, 1998 · Closed Jan 28, 1999
Role of Peter Marshall: Debtor · Outcome: Case closed 1999-01-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 34 federal dockets); 3 people with this name in Form D filings; court in LA (not a filing state)
Peter Marshall closed
United States Bankruptcy Court, S.D. California · No. 90-10433 · Filed Nov 29, 1990 · Closed Apr 11, 1991
Role of Peter Marshall: Debtor · Outcome: Case closed 1991-04-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 34 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:21 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 Peter C. Marshall — 1 worth asking about (compared the newest 50 of 85 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jan 16, 2020 – Jan 13, 2021

4 people are no longer listed on a later amendment

Peter C. Marshall is no longer listed on the Jan 13, 2021 amendment — JP MORGAN ACCESS MULTI-STRATEGY FUND LLC · Peter C. Marshall is no longer listed on the Jan 13, 2021 amendment — J.P. Morgan Access Multi-Strategy Fund II · Peter C. Marshall is no longer listed on the Jan 13, 2021 amendment — JPMORGAN CORE BOND TRUST · Peter C. Marshall is no longer listed on the Jan 13, 2021 amendment — JPMorgan Intermediate Bond Trust

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

Form D/A · Jan 16, 2020 ↗Form D/A · Jan 13, 2021 ↗Peter C. Marshall — PartnerFacts page ↗JP MORGAN ACCESS MULTI-STRATEGY FUND LLC — PartnerFacts page ↗
Sources
Note · Sep 19, 2011 – Sep 19, 2012

Peter C. Marshall's role changed at J.P. Morgan Access Multi-Strategy Fund II: executive officer → director

The Sep 19, 2011 filing lists Peter C. Marshall as executive officer; the Sep 19, 2012 Form D/A lists director.

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

Form D/A · Sep 19, 2011 ↗Form D/A · Sep 19, 2012 ↗Peter C. Marshall — PartnerFacts page ↗J.P. Morgan Access Multi-Strategy Fund II — PartnerFacts page ↗
Sources
Note · Feb 4, 2005 – Jul 14, 2016

No amendment in the last 12 months on an offering that may still be open — JPMorgan Equity Index Trust (latest filing Jul 14, 2016)

The latest filing for this offering is dated Jul 14, 2016 (first sale Feb 4, 2005). It reports $864,932,074 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Jul 14, 2016 ↗JPMorgan Equity Index Trust — PartnerFacts page ↗
Sources
Note · Sep 15, 2011 – Sep 19, 2011

Industry group changed between filings — J.P. Morgan Access Multi-Strategy Fund II

"Other" (Sep 15, 2011); then "Pooled Investment Fund" (Sep 19, 2011 to Jul 16, 2026).

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

Form D · Sep 15, 2011 ↗Form D/A · Sep 19, 2011 ↗J.P. Morgan Access Multi-Strategy Fund II — PartnerFacts page ↗
Sources
Note · Jun 2, 2017 – Feb 23, 2023

Same name, different state: "Peter Marshall" (IL or FL or SD) is a separate record

This page covers filings where the address state is NY. A separate record, "Peter Marshall" with address state IL or FL or SD, is listed on 13 filings — most recently by Internet of Value Fund I LLC (Dec 11, 2024). Both records have filings in the same period (Jun 2, 2017 to Jan 16, 2020).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Peter Marshall (IL,FL,SD) — PartnerFacts page ↗Form D/A · Dec 11, 2024 ↗Internet of Value Fund I LLC — PartnerFacts page ↗Peter C. Marshall (NY) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 85 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

2 of 5 offerings report sales commissions totalling $2,754,538; 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
Jan 16, 2020 D/A
JPMORGAN CORE BOND TRUST
File 021-129039
$0$0$0None listed on this filingEDGAR ↗
Jan 16, 2020 D/A
JPMorgan Intermediate Bond Trust
File 021-137691
$0$0$0None listed on this filingEDGAR ↗
Jan 16, 2020 D/A
JP MORGAN ACCESS MULTI-STRATEGY FUND LLC
File 021-157248
$1,670,222 (est.)$0$0
The Advisor is paid an annual mgt. fee which is payable monthly at a rate of 1/12 of a certain percentage of the Fund's month end capital account balance of each member.
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jan 16, 2020 D/A
J.P. Morgan Access Multi-Strategy Fund II
File 021-165925
$1,084,316 (est.)$0$0
The Fund pays the Investment Manager a management fee of a certain percentage per year, payable monthly at a rate of 1/12 of a certain percentage of the Fund's month end NAV, before giving effect to repurchases.
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jul 14, 2016 D/A
JPMorgan Equity Index Trust
File 021-137692
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 5

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

JM
Pooled Investment Fund · group: J P Morgan

JP MORGAN ACCESS MULTI-STRATEGY FUND LLC

New York, NY · Mar 24, 2011 → Jan 16, 2020 · 19 filings
  • Jan 16, 2020 · D/A · $3,782,297,012 sold of Indefinite · 8,509 investors · min. $50,000 · role: Director EDGAR ↗
  • May 15, 2019 · D/A · $3,778,952,012 sold of Indefinite · 8,506 investors · min. $50,000 · role: Director EDGAR ↗
  • Nov 8, 2018 · D/A · $3,772,857,012 sold of Indefinite · 8,502 investors · min. $50,000 · role: Director EDGAR ↗
  • Aug 8, 2018 · D/A · $3,764,831,012 sold of Indefinite · 8,499 investors · min. $50,000 · role: Director EDGAR ↗
  • May 29, 2018 · D/A · $3,758,461,012 sold of Indefinite · 8,491 investors · min. $50,000 · role: Director EDGAR ↗
  • Apr 3, 2018 · D/A · $3,755,270,012 sold of Indefinite · 8,488 investors · min. $50,000 · role: Director EDGAR ↗
  • Jan 12, 2018 · D/A · $3,753,123,012 sold of Indefinite · 8,484 investors · min. $50,000 · role: Director EDGAR ↗
  • Nov 21, 2017 · D/A · $3,752,204,012 sold of Indefinite · 8,482 investors · min. $50,000 · role: Director EDGAR ↗
  • May 4, 2017 · D/A · $3,739,649,519 sold of Indefinite · 8,468 investors · min. $50,000 · role: Director EDGAR ↗
  • Jan 13, 2017 · D/A · $3,730,706,519 sold of Indefinite · 8,457 investors · min. $50,000 · role: Director EDGAR ↗
  • Jul 14, 2016 · D/A · $3,715,916,519 sold of Indefinite · 8,444 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 26, 2016 · D/A · $3,678,356,519 sold of Indefinite · 8,388 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 26, 2015 · D/A · $3,368,297,313 sold of Indefinite · 8,027 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 13, 2015 · D/A · $3,368,297,313 sold of Indefinite · 8,027 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 13, 2014 · D/A · $2,373,649,910 sold of Indefinite · 6,904 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 14, 2013 · D/A · $1,374,072,910 sold of Indefinite · 5,704 investors · min. $50,000 · role: Director EDGAR ↗
  • Oct 5, 2012 · D/A · $1,262,559,472 sold of Indefinite · 5,218 investors · min. $50,000 · role: Director EDGAR ↗
  • Mar 23, 2012 · D/A · $790,187,665 sold of Indefinite · 2,527 investors · min. $50,000 · role: Director EDGAR ↗
  • Mar 24, 2011 · D · $586,205,905 sold of Indefinite · 1,747 investors · min. $50,000 · role: Director EDGAR ↗

Raised $3.85B from 8,576 investors as of the latest filing. Peter is listed as director on 19 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

JP
Pooled Investment Fund · group: J P Morgan

J.P. Morgan Access Multi-Strategy Fund II

New York, NY · Sep 15, 2011 → Jan 16, 2020 · 19 filings
  • Jan 16, 2020 · D/A · $800,488,671 sold of Indefinite · 1,474 investors · min. $50,000 · role: Director EDGAR ↗
  • May 15, 2019 · D/A · $799,967,671 sold of Indefinite · 1,473 investors · min. $50,000 · role: Director EDGAR ↗
  • Nov 8, 2018 · D/A · $798,484,671 sold of Indefinite · 1,472 investors · min. $50,000 · role: Director EDGAR ↗
  • Aug 8, 2018 · D/A · $797,909,671 sold of Indefinite · 1,472 investors · min. $50,000 · role: Director EDGAR ↗
  • May 29, 2018 · D/A · $797,650,671 sold of Indefinite · 1,471 investors · min. $50,000 · role: Director EDGAR ↗
  • Apr 3, 2018 · D/A · $797,054,671 sold of Indefinite · 1,471 investors · min. $50,000 · role: Director EDGAR ↗
  • Jan 12, 2018 · D/A · $797,054,671 sold of Indefinite · 1,471 investors · min. $50,000 · role: Director EDGAR ↗
  • Nov 21, 2017 · D/A · $796,814,671 sold of Indefinite · 1,471 investors · min. $50,000 · role: Director EDGAR ↗
  • May 4, 2017 · D/A · $792,057,671 sold of Indefinite · 1,467 investors · min. $50,000 · role: Director EDGAR ↗
  • Jan 13, 2017 · D/A · $786,083,671 sold of Indefinite · 1,463 investors · min. $50,000 · role: Director EDGAR ↗
  • Jul 14, 2016 · D/A · $780,747,671 sold of Indefinite · 1,460 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 26, 2016 · D/A · $741,894,311 sold of Indefinite · 1,434 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 26, 2015 · D/A · $654,753,311 sold of Indefinite · 1,308 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 13, 2015 · D/A · $654,753,311 sold of Indefinite · 1,308 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 13, 2014 · D/A · $390,209,015 sold of Indefinite · 833 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 14, 2013 · D/A · $184,306,015 sold of Indefinite · 522 investors · min. $50,000 · role: Director (Independent Trustee) EDGAR ↗
  • Sep 19, 2012 · D/A · $151,487,224 sold of Indefinite · 366 investors · min. $50,000 · role: Director (Independent Trustee) EDGAR ↗
  • Sep 19, 2011 · D/A · $0 sold of Indefinite · 0 investors · min. $50,000 · role: Executive Officer (Independent Trustee) EDGAR ↗
  • Sep 15, 2011 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Independent Trustee) EDGAR ↗

Raised $822.7M from 1,501 investors as of the latest filing. Peter is listed as director, executive officer on 19 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

JC
Pooled Investment Fund · group: J P Morgan

JPMORGAN CORE BOND TRUST

New York, NY · Jan 12, 2010 → Jan 16, 2020 · 19 filings
  • Jan 16, 2020 · D/A · $10,730,258,898 sold of Indefinite · 99 investors · min. $10,000,000 · role: Director EDGAR ↗
  • May 15, 2019 · D/A · $10,493,856,017 sold of Indefinite · 99 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Nov 8, 2018 · D/A · $10,410,495,003 sold of Indefinite · 96 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Aug 1, 2018 · D/A · $10,407,713,200 sold of Indefinite · 96 investors · min. $10,000,000 · role: Director EDGAR ↗
  • May 30, 2018 · D/A · $10,406,653,467 sold of Indefinite · 96 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Apr 11, 2018 · D/A · $10,332,212,941 sold of Indefinite · 95 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 25, 2018 · D/A · $10,316,800,443 sold of Indefinite · 95 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Dec 5, 2017 · D/A · $10,286,755,717 sold of Indefinite · 94 investors · min. $10,000,000 · role: Director EDGAR ↗
  • May 15, 2017 · D/A · $10,215,060,070 sold of Indefinite · 93 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 13, 2017 · D/A · $10,155,640,178 sold of Indefinite · 91 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jul 14, 2016 · D/A · $10,019,609,010 sold of Indefinite · 84 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Mar 3, 2016 · D/A · $9,689,355,883 sold of Indefinite · 83 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Mar 6, 2015 · D/A · $8,841,997,154 sold of Indefinite · 74 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Mar 7, 2014 · D/A · $5,208,674,204 sold of Indefinite · 89 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Mar 8, 2013 · D/A · $4,351,249,223 sold of Indefinite · 84 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 9, 2013 · D/A · $4,236,249,159 sold of Indefinite · 83 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 11, 2012 · D/A · $3,414,672,631 sold of Indefinite · 76 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 11, 2011 · D/A · $2,687,591,188 sold of Indefinite · 65 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 12, 2010 · D/A · $2,210,727,864 sold of Indefinite · 49 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $15.78B from 103 investors as of the latest filing. Peter is listed as director on 19 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

JI
Pooled Investment Fund · group: J P Morgan

JPMorgan Intermediate Bond Trust

New York, NY · Jan 12, 2010 → Jan 16, 2020 · 19 filings
  • Jan 16, 2020 · D/A · $1,163,334,202 sold of Indefinite · 22 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 15, 2019 · D/A · $1,161,624,202 sold of Indefinite · 22 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 8, 2018 · D/A · $1,159,124,202 sold of Indefinite · 22 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Aug 1, 2018 · D/A · $1,159,124,202 sold of Indefinite · 22 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 30, 2018 · D/A · $1,159,124,202 sold of Indefinite · 22 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 11, 2018 · D/A · $1,159,124,202 sold of Indefinite · 22 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 25, 2018 · D/A · $1,138,612,202 sold of Indefinite · 22 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Dec 5, 2017 · D/A · $1,122,612,202 sold of Indefinite · 21 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 15, 2017 · D/A · $1,100,267,547 sold of Indefinite · 20 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 13, 2017 · D/A · $1,080,267,547 sold of Indefinite · 19 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 14, 2016 · D/A · $1,079,699,134 sold of Indefinite · 18 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 3, 2016 · D/A · $1,078,676,490 sold of Indefinite · 18 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 6, 2015 · D/A · $943,886,132 sold of Indefinite · 17 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 7, 2014 · D/A · $457,272,724 sold of Indefinite · 22 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 8, 2013 · D/A · $411,330,406 sold of Indefinite · 20 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 9, 2013 · D/A · $408,537,732 sold of Indefinite · 20 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 11, 2012 · D/A · $350,323,891 sold of Indefinite · 19 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 11, 2011 · D/A · $356,952,723 sold of Indefinite · 14 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jan 12, 2010 · D · $285,848,940 sold of Indefinite · 10 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.18B from 22 investors as of the latest filing. Peter is listed as director on 19 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

JE
Pooled Investment Fund · group: J P Morgan

JPMorgan Equity Index Trust

New York, NY · Jan 12, 2010 → Jul 14, 2016 · 9 filings
  • Jul 14, 2016 · D/A · $864,932,074 sold of Indefinite · 12 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Mar 3, 2016 · D/A · $863,125,920 sold of Indefinite · 12 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Mar 6, 2015 · D/A · $854,231,802 sold of Indefinite · 12 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Mar 7, 2014 · D/A · $400,142,648 sold of Indefinite · 12 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Mar 8, 2013 · D/A · $378,884,396 sold of Indefinite · 10 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 9, 2013 · D/A · $377,869,940 sold of Indefinite · 10 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 11, 2012 · D/A · $342,295,824 sold of Indefinite · 10 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 11, 2011 · D/A · $306,810,547 sold of Indefinite · 10 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 12, 2010 · D · $188,437,968 sold of Indefinite · 8 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $864.9M from 12 investors as of the latest filing. Peter is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

Other pages with the same name (2)

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

  • Peter Marshall — IL, FL, SD, 3 issuers, Jun 2, 2017 → Feb 23, 2023 · no shared issuer
  • Peter J. Marshall — British Columbia, Canada (as filed: A1), 1 issuer, Mar 29, 2018 → Nov 2, 2020 · no shared issuer

People around Peter 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

JP
Management entity

J. P. Morgan Private Investments Inc.

Promoter · 31 shared filings (2 issuers) · also on 407 other issuers

J. P. Morgan Private Investments Inc. is on 409 issuers in total — a repeat sponsor. Their page lists every one.

JP
Management entity

J. P. Morgan Investment Management Inc.

Promoter · 28 shared filings (2 issuers) · also on 113 other issuers

J. P. Morgan Investment Management Inc. is on 115 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert A. Oden, Jr.

Director, Executive Officer · 85 shared filings (5 issuers)

Robert A. Oden, Jr. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

John F. Finn

Director, Executive Officer · 85 shared filings (5 issuers)

John F. Finn is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Frankie D. Hughes

Director, Executive Officer · 85 shared filings (5 issuers)

Frankie D. Hughes is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Marilyn McCoy

Director, Executive Officer · 85 shared filings (5 issuers)

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

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

Stephen M. Ungerman

Executive Officer · 85 shared filings (5 issuers)

Stephen M. Ungerman is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Matthew Goldstein

Director, Executive Officer · 80 shared filings (5 issuers) · also on 4 other issuers

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

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

James J. Schonbachler

Director, Executive Officer · 77 shared filings (5 issuers)

James J. Schonbachler is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Mitchell M. Merin

Director · 70 shared filings (5 issuers) · also on 1 other issuer

Mitchell M. Merin is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Mary E. Martinez

Director · 70 shared filings (5 issuers)

Mary E. Martinez is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Frank J. Nasta

Executive Officer · 69 shared filings (5 issuers)

Frank J. Nasta is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Marian U. Pardo

Director · 67 shared filings (5 issuers)

Marian U. Pardo is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Frederick W. Ruebeck

Director, Executive Officer · 57 shared filings (5 issuers)

Frederick W. Ruebeck is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert J. Higgins

Director, Executive Officer · 45 shared filings (5 issuers)

Robert J. Higgins is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian S. Shlissel

Executive Officer · 45 shared filings (5 issuers)

Brian S. Shlissel is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Dennis P. Harrington

Director · 40 shared filings (4 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

William G. Morton, Jr.

Director, Executive Officer · 38 shared filings (5 issuers) · also on 1 other issuer

William G. Morton, Jr. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Raymond Kanner

Director · 32 shared filings (4 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

Timothy J. Clemens

Executive Officer · 24 shared filings (4 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

Patricia A. Maleski

Executive Officer · 23 shared filings (5 issuers)

Patricia A. Maleski is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert L. Young

Executive Officer · 20 shared filings (5 issuers)

Robert L. Young is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Joy C. Dowd

Executive Officer · 19 shared filings (5 issuers)

Joy C. Dowd is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Leonard M. Spalding

Director, Executive Officer · 15 shared filings (5 issuers)

Leonard M. Spalding is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Fergus Reid III

Director, Executive Officer · 15 shared filings (5 issuers) · also on 1 other issuer

Fergus Reid III is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Laura M. Del Prato

Executive Officer · 13 shared filings (3 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

Kathleen M. Gallagher

Director · 12 shared filings (4 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

Stephen Fisher

Director · 12 shared filings (4 issuers) · also on 1 other issuer

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

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

William J. Armstrong

Director, Executive Officer · 11 shared filings (4 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

Laura Del Prato

Executive Officer · 10 shared filings (2 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

Gregory S. Samuels

Executive Officer · 9 shared filings (4 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

Stephen P. Fisher

Director · 8 shared filings (4 issuers) · also on 2 other issuers

Stephen P. Fisher is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Matthew Plastina

Executive Officer · 8 shared filings (4 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

Noah D. Greenhill

Executive Officer · 8 shared filings (4 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

Timothy Stewart

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

Lauren Paino

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

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

George C.W. Gatch

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Peter C. Marshall. Their page shows their other deals.

The team behind the deals

JP
Sponsor group

J P Morgan

681 issuers · 1990 filings · $310.46B reported sold · 2008–2026

One team, 681 deal companies. Peter C. Marshall is listed on 5 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 Peter C. Marshall.

Same business address

43 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)

A person is never an adviser firm. 2 of the 5 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): JP MORGAN ACCESS MULTI-STRATEGY FUND LLC, J.P. Morgan Access Multi-Strategy Fund II.

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 Peter C. Marshall 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 5 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Peter C. Marshall is listed on: none on file. No website or social profile named in JPMORGAN CORE BOND TRUST's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #14,465 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.

Social and web

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

Courts

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

Securities regulators

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

Business registries

New York Secretary of State business search ↗OpenCorporates ↗

Change history

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