PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:43 AM ET

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Richard Ruffer

Named as an officer, director or promoter on SEC Form D filings · NJ, Cayman Islands (as filed: E9), NY, DE, TX · Feb 8, 2011 → Jul 31, 2026

460deals (issuers)
$83.98Breported sold
56,110investors
901Form D filings
2011–2026years on file
Follow this personLook further ↓PDF

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

The short version

Richard Ruffer is listed as an executive officer and director on 901 SEC Form D filings by 460 issuers between Feb 2011 and Oct 2026. Largest by amount reported sold: MULTI-STRATEGY FUND II, LTD. (George Town, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2016–2019; $4.67B reported sold to 604 investors), Vintage IX B LP (New York, NY — pooled investment fund — 2022–2023; $4.63B reported sold to 1,698 investors), Vintage X (Flagship) LP (New York, NY — pooled investment fund — 2025–2026; $4.23B reported sold to 1,726 investors), Starwood U.S. Opportunity Fund IX Investor, L.P. (Greenwich, CT — pooled investment fund — 2013; $4.2B reported sold to 36 investors), Starwood International Opportunity Fund IX Investor L.P. (Greenwich, CT — pooled investment fund — 2013; $4.2B reported sold to 52 investors) and 455 more (all listed below).

What this means That is a lot of deals — 460 separate companies raised money with this person listed as executive officer and director, over about 15 years. Across those companies the filings report $133.14B sold in total.

Listed alongside Jody Flaws (341 shared filings), Scott Huff (191 shared filings), J. P. Morgan Private Investments Inc. (174 shared filings, management entity), Ashish Dodia (153 shared filings), Grant Cellier (148 shared filings) and 211 others.

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

The issuers belong to 4 sponsor groups: J P Morgan (681 issuers, $310.46B reported sold, 2008–2026), Primavera (19 issuers, $2.87B reported sold, 2016–2026), Petershill Millennium (9 issuers, $0 reported sold, 2023–2026) and Axonic (37 issuers, $6.5B reported sold, 2011–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 5 bankruptcy cases matching the name listed in Key records below.

What this means 5 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 901 public filings for Richard Ruffer and found 11 differences: Bankruptcy case: MBNA America Bank, NA v. Ruffer; Bankruptcy case: Ruffer v. Berladontim Corporation; 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 Richard Ruffer has not run yet — it is joining a line of 26,330 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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, 2:15 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: VA (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 Richard Ruffer..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

5 cases: 5 closed (disposition not in docket feed)

MBNA America Bank, NA v. Ruffer closed
United States Bankruptcy Court, N.D. Ohio · No. 04-03404 · Filed Oct 20, 2004 · Closed Dec 28, 2004
Role of Ruffer: Defendant · Outcome: Case closed 2004-12-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 7 federal dockets); surname only in the caption; court in OH (not a filing state)
Moldo v. Kuehn-Prewitt-ruffer Co closed
United States Bankruptcy Court, C.D. California · No. 1:97-ap-01562 · Filed Jul 7, 1997 · Closed Jun 30, 1998
Role of Kuehn-Prewitt-ruffer Co: Defendant · Outcome: Case closed 1998-06-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 7 federal dockets); different first name (prewitt); court in the person's filing state (CA)
James F. Ruffer closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 1:94-bk-00157 · Filed Feb 4, 1994 · Closed Jun 22, 1994
Role of James F. Ruffer: Debtor · Outcome: Case closed 1994-06-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 7 federal dockets); different first name (james); court in PA (not a filing state)
Ruffer v. Berladontim Corporation closed
United States Bankruptcy Court, D. Maryland · No. 93-05184 · Filed Apr 19, 1993 · Closed May 31, 1995
Role of Ruffer: Plaintiff · Outcome: Case closed 1995-05-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 7 federal dockets); surname only in the caption; court in MD (not a filing state)
KIMBRELL RUFFER LUMBER COMPANY v. HARRIS, JR. closed
United States Bankruptcy Court, S.D. Mississippi · No. 91-00154 · Filed Jun 27, 1991 · Closed Jun 12, 1992
Role of KIMBRELL RUFFER LUMBER COMPANY: Plaintiff · Outcome: Case closed 1992-06-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 7 federal dockets); different first name (kimbrell); court in MS (not a filing state)
What was searched

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

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

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

4. Differences between public sources

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

11 differences found between the filings for Richard Ruffer (compared the newest 50 of 901 filings on Oct 24, 2026; older filings not covered)

Note · Oct 20, 2004 – Dec 28, 2004

Bankruptcy case: MBNA America Bank, NA v. Ruffer — filed Oct 20, 2004

United States Bankruptcy Court, N.D. Ohio docket "MBNA America Bank, NA v. Ruffer" filed Oct 20, 2004, closed Dec 28, 2004. Richard Ruffer is listed as Defendant ("Ruffer"). Our match estimate: 40%.

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

Docket · United States Bankruptcy Court, N.D. Ohio ↗
Sources
Note · Apr 19, 1993 – May 31, 1995

Bankruptcy case: Ruffer v. Berladontim Corporation — filed Apr 19, 1993

United States Bankruptcy Court, D. Maryland docket "Ruffer v. Berladontim Corporation" filed Apr 19, 1993, closed May 31, 1995. Richard Ruffer is listed as Plaintiff ("Ruffer"). Our match estimate: 40%.

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

Docket · United States Bankruptcy Court, D. Maryland ↗
Sources
Note · Jul 2, 2026 – Aug 20, 2026

CRD number for Wells Fargo Bank, N.A. appears on one filing and not another — Exchange Place: All Cap III LP

The Jul 2, 2026 filing lists Wells Fargo Bank, N.A. with CRD 126292; the Aug 20, 2026 Form D/A lists the same name with no CRD number.

What this means A CRD number is how you look a seller up on FINRA BrokerCheck. Missing it on a later form is usually a paperwork slip — use the number from the earlier form to check them.

Form D · Jul 2, 2026 ↗Form D/A · Aug 20, 2026 ↗FINRA BrokerCheck ↗Exchange Place: All Cap III LP — PartnerFacts page ↗
Sources
Note · Jul 30, 2026 – Sep 21, 2026

Form D filed 53 days after the first sale — Himalaya Capital Investors Access Offshore Ltd

The filing says the first sale was Jul 30, 2026. The Form D was filed Sep 21, 2026 — 53 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 38 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Sep 21, 2026 ↗Himalaya Capital Investors Access Offshore Ltd — PartnerFacts page ↗
Sources
Note · Jun 29, 2026 – Jul 24, 2026

Form D filed 25 days after the first sale — D1 Capital Access Offshore Ltd

The filing says the first sale was Jun 29, 2026. The Form D was filed Jul 24, 2026 — 25 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 10 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jul 24, 2026 ↗D1 Capital Access Offshore Ltd — PartnerFacts page ↗
Sources
Note · Sep 4, 2025 – Aug 28, 2026

Richard Ruffer's role changed at Vintage X (Origin) LP: executive officer → director

The Sep 4, 2025 filing lists Richard Ruffer as executive officer; the Aug 28, 2026 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 · Sep 4, 2025 ↗Form D/A · Aug 28, 2026 ↗Richard Ruffer — PartnerFacts page ↗Vintage X (Origin) LP — PartnerFacts page ↗
Sources
Note · Sep 4, 2025 – Aug 27, 2026

Richard Ruffer's role changed at Vintage X (Flagship) LP: executive officer → director

The Sep 4, 2025 filing lists Richard Ruffer as executive officer; the Aug 27, 2026 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 · Sep 4, 2025 ↗Form D/A · Aug 27, 2026 ↗Richard Ruffer — PartnerFacts page ↗Vintage X (Flagship) LP — PartnerFacts page ↗
Sources
Note · Aug 6, 2021 – Aug 5, 2022

Richard Ruffer's role changed at Axonic Multifamily Bridge Overseas Fund, Ltd: executive officer → director

The Aug 6, 2021 filing lists Richard Ruffer as executive officer; the Aug 5, 2022 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 · Aug 6, 2021 ↗Form D/A · Aug 5, 2022 ↗Richard Ruffer — PartnerFacts page ↗Axonic Multifamily Bridge Overseas Fund, Ltd — PartnerFacts page ↗
Sources
Note · Oct 14, 2016 – Jun 18, 2026

Richard Ruffer is written 2 different ways on the filings

listed as "Richard Ruffer" on 86 filings (from Oct 14, 2016), and "Richard A. Ruffer" on 8 filings (from Jun 18, 2026).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 14, 2016 ↗Form D · Jun 18, 2026 ↗Richard Ruffer — PartnerFacts page ↗
Sources
Note · Aug 5, 2022 – Jul 23, 2026

6 address changes between filings

Address moved from New York, NY to Wilmington, DE — Tactical Trading Managers (Managed Futures) Ltd · Address moved from New York, NY to Wilmington, DE — Princeton Fund LLC · Address moved from New York, NY to Wilmington, DE — Princeton Fund Ltd · Address moved from Austin, TX to Wilmington, DE — Oaktree Real Estate Income Access Offshore LP · Address moved from Wilmington, DE to Austin, TX — Oaktree Real Estate Income Access Offshore LP · and 1 more

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

Form D/A · May 8, 2025 ↗Form D/A · Jul 23, 2026 ↗Tactical Trading Managers (Managed Futures) Ltd — PartnerFacts page ↗Form D/A · Apr 24, 2025 ↗
Sources
Note · Oct 14, 2016 – Oct 22, 2026

Richard Ruffer is listed with 5 different address states: NY, DE, E9, NJ, TX

NY on 23 filings (Oct 14, 2016 to Oct 2, 2026); DE on 1 filing (Sep 20, 2022); Cayman Islands (as filed: E9) on 4 filings (Aug 4, 2023 to Jul 31, 2026); NJ on 64 filings (Sep 15, 2023 to Oct 22, 2026); TX on 2 filings (Sep 25, 2026 to Sep 25, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D · Oct 14, 2016 ↗Form D · Sep 20, 2022 ↗Form D/A · Aug 4, 2023 ↗Form D/A · Sep 15, 2023 ↗
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 901 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

117 of 467 offerings report sales commissions totalling $403,385,596; 1 reports finder's fees totalling $10,000; 1 reports proceeds to related persons totalling $113,363. (includes amounts the issuer reported as estimates)

Showing the 300 most recent of 467 offerings below; the counts and totals above cover all 467. The PDF export lists the same 300.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 22, 2026 D
File 021-602209
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 22, 2026 D
File 021-602245
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 22, 2026 D
File 021-602229
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 22, 2026 D
File 021-602238
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 22, 2026 D
File 021-602234
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 16, 2026 D/A
File 021-560840
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 16, 2026 D/A
File 021-592639
$6,158,850 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗		EDGAR ↗
Oct 16, 2026 D/A
File 021-592644
$1,604,470 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗		EDGAR ↗
Oct 16, 2026 D
File 021-601546
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 15, 2026 D/A
File 021-276014
$599,290$0$0
Customary advisory fees are paid to the Investment Mgr. on a master fund level as provided for in the Issuer's offering materials. Customary Director fees are paid to independent Directors by the Issuer as provided for in the Issuer's offering materials.
- no CRD number reported
via IVP Capital, LLC (CRD 104197 ↗)

- no CRD number reported
via Gallatin Capital LLC (CRD 124738 ↗)

- no CRD number reported
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Oct 15, 2026 D/A
File 021-385681
$0$0$0
Customary advisory fees are paid to the Investment Mgr. on a master fund level as provided for in the Issuer's offering materials. Customary Director fees are paid to independent Directors by the Issuer as provided for in the Issuer's offering materials.
None listed on this filingEDGAR ↗
Oct 14, 2026 D
File 021-601267
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 13, 2026 D
File 021-600987
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 13, 2026 D
File 021-600996
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 7, 2026 D/A
File 021-550826
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 6, 2026 D
File 021-600032
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 5, 2026 D
File 021-599939
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 2, 2026 D/A
File 021-272569
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Oct 2, 2026 D
File 021-599753
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 2, 2026 D
File 021-599748
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 25, 2026 D
File 021-598936
$2,000,000 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 25, 2026 D
File 021-598935
$2,000,000 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 24, 2026 D/A
File 021-560057
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 24, 2026 D/A
File 021-560059
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 23, 2026 D
File 021-598591
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 21, 2026 D
File 021-598225
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 11, 2026 D/A
File 021-459283
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 11, 2026 D
File 021-597273
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 10, 2026 D
File 021-596971
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 2, 2026 D
File 021-596231
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 28, 2026 D/A
File 021-556690
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 27, 2026 D/A
File 021-556688
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 20, 2026 D/A
File 021-589498
$45,000,000 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Charles Schwab & Co., Inc. BrokerCheck CRD 5393 ↗
Arvest Wealth Management BrokerCheck CRD 42057 ↗
Raymond James Financial Services, Inc. BrokerCheck CRD 6694 ↗
Ameriprise Financial Services, Inc. BrokerCheck CRD 6363 ↗
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗
Wells Fargo Bank, N.A. no CRD number reported
Rockefeller Financial LLC BrokerCheck CRD 291361 ↗
Northern Trust Securities, Inc. BrokerCheck CRD 7927 ↗
Prospera Financial Services, Inc. BrokerCheck CRD 10740 ↗
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Dynasty Securities, LLC BrokerCheck CRD 159076 ↗
Sanford C. Bernstein & Co., LLC BrokerCheck CRD 104474 ↗
UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Thrivent Investment Management Inc. BrokerCheck CRD 18387 ↗
Equitable Advisors, LLC BrokerCheck CRD 6627 ↗		EDGAR ↗
Aug 7, 2026 D
File 021-593500
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 31, 2026 D/A
File 021-409165
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Jul 27, 2026 D/A
File 021-513062
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 24, 2026 D
File 021-592114
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 23, 2026 D/A
File 021-79121
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 23, 2026 D/A
File 021-79120
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 23, 2026 D/A
File 021-159827
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 7, 2026 D
File 021-589757
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 25, 2026 D
File 021-588610
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 18, 2026 D
File 021-587971
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 11, 2026 D
File 021-586994
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 11, 2026 D
File 021-587033
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 10, 2026 D
File 021-586906
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 10, 2026 D
File 021-586910
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 4, 2026 D/A
File 021-586042
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 1, 2026 D/A
File 021-547798
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 28, 2026 D/A
File 021-153254
$0 (est.)$0 (est.)$0 (est.)
The Investment manager receives customary management fees and non-affiliated Directors are paid customary directors' fees.
UBS Financial Services Inc. BrokerCheck CRD 000008174 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 000149777 ↗
Rockefeller Financial LLC BrokerCheck CRD 000291361 ↗
CAIS Capital LLC BrokerCheck CRD 000154512 ↗		EDGAR ↗
May 18, 2026 D/A
File 021-443079
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 14, 2026 D/A
File 021-479309
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 12, 2026 D
File 021-583786
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 11, 2026 D
File 021-583589
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 8, 2026 D
File 021-583398
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 5, 2026 D
File 021-582906
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 15, 2026 D/A
File 021-475176
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2026 D/A
File 021-476155
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2026 D/A
File 021-476157
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2026 D
File 021-580294
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 14, 2026 D
File 021-580296
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 8, 2026 D/A
File 021-109455
$2,033,600$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Apr 8, 2026 D/A
File 021-302104
$1,928,040$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Apr 8, 2026 D
File 021-579494
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 6, 2026 D/A
File 021-510634
$5,683,750 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Apr 6, 2026 D/A
File 021-510642
$2,251,500 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Apr 1, 2026 D
File 021-578750
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 31, 2026 D
File 021-578402
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 16, 2026 D
File 021-576618
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 13, 2026 D
File 021-576434
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 13, 2026 D
File 021-576432
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 9, 2026 D
File 021-575840
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 9, 2026 D
File 021-575849
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 6, 2026 D/A
File 021-391762
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Mar 6, 2026 D/A
File 021-535617
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 2, 2026 D
File 021-575082
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Feb 27, 2026 D/A
File 021-143540
$1,346,176 (est.)$0$0
Customary management fees will be paid to Blackstone Liquid Credit Strategies LLC, an entity related to certain individuals listed in Item 3 above, as described in the Issuer's Confidential Private Placement Memorandum.
The Leader's Group, Inc. BrokerCheck CRD 000037157 ↗
UBS Financial Services Inc. BrokerCheck CRD 000008174 ↗		EDGAR ↗
Feb 3, 2026 D/A
File 021-127120
$4,708,903$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jan 15, 2026 D
File 021-570100
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 14, 2026 D/A
File 021-284037
$5,756,685 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Jan 12, 2026 D
File 021-569675
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 8, 2026 D
File 021-569309
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 8, 2026 D
File 021-569319
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 6, 2026 D
File 021-569022
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 6, 2026 D
File 021-569024
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 31, 2025 D
File 021-568507
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 30, 2025 D
File 021-568375
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 30, 2025 D
File 021-568380
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 29, 2025 D
File 021-568109
$0$0$0
The Issuer will pay a one-time upfront advisory fee as provided for in the Issuer's offering material.
None listed on this filingEDGAR ↗
Dec 29, 2025 D
File 021-568176
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 23, 2025 D
File 021-567942
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 23, 2025 D
File 021-567939
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 23, 2025 D
File 021-567929
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 17, 2025 D
File 021-567081
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 12, 2025 D
File 021-566602
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 4, 2025 D/A
File 021-120526
$120,175$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Dec 1, 2025 D
File 021-565343
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 24, 2025 D/A
File 021-563599
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 21, 2025 D
File 021-564777
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 13, 2025 D
File 021-563850
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 10, 2025 D
File 021-563550
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 10, 2025 D
File 021-563573
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 6, 2025 D/A
File 021-528862
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 6, 2025 D/A
File 021-528863
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 6, 2025 D
File 021-563287
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 15, 2025 D
File 021-560931
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 15, 2025 D
File 021-560924
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 8, 2025 D
File 021-560137
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 1, 2025 D
File 021-559431
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 1, 2025 D
File 021-559453
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 1, 2025 D
File 021-559468
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 1, 2025 D
File 021-559451
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 1, 2025 D
File 021-559447
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 1, 2025 D
File 021-559476
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 22, 2025 D
File 021-555593
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 22, 2025 D
File 021-555595
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 15, 2025 D/A
File 021-146317
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Aug 14, 2025 D
File 021-554783
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 8, 2025 D/A
File 021-131235
$10,630,000 (est.)$0$0
The fund charges a management fee that is described in the fund's governing documents.
Credit Suisse Securities (USA) LLC BrokerCheck CRD 000000816 ↗
Stonehaven, LLC BrokerCheck CRD 000118913 ↗		EDGAR ↗
Aug 1, 2025 D/A
File 021-182796
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Jul 25, 2025 D
File 021-552790
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 25, 2025 D
File 021-552794
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 22, 2025 D
File 021-552499
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 16, 2025 D
File 021-551962
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 9, 2025 D/A
File 021-518157
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
Rockefeller Financial LLC BrokerCheck CRD 291361 ↗
Ashton Thomas Securities, LLC BrokerCheck CRD 16629 ↗
USCA Securities, LLC BrokerCheck CRD 103789 ↗		EDGAR ↗
Jul 9, 2025 D/A
File 021-518159
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
Rockefeller Financial LLC BrokerCheck CRD 291361 ↗
USCA Securities, LLC BrokerCheck CRD 103789 ↗
Ashton Thomas Securities, LLC BrokerCheck CRD 16629 ↗		EDGAR ↗
Jul 9, 2025 D
File 021-551082
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 9, 2025 D
File 021-551083
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 9, 2025 D
File 021-551068
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 9, 2025 D
File 021-551110
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 3, 2025 D
File 021-550716
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 20, 2025 D
File 021-549416
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 20, 2025 D
File 021-549424
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 21, 2025 D/A
File 021-494857
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 24, 2025 D
File 021-544433
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 24, 2025 D
File 021-544434
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 16, 2025 D/A
File 021-148647
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2025 D/A
File 021-245652
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary managment fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Mar 24, 2025 D
File 021-541975
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 17, 2025 D
File 021-541165
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 14, 2025 D/A
File 021-129891
$48,138 (est.)$0$0
The fund charges a management fee that is described in the fund's offering documents.
Morgan Stanley Smith Barney LLC BrokerCheck CRD 000149777 ↗EDGAR ↗
Mar 10, 2025 D
File 021-540265
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 10, 2025 D
File 021-540260
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 17, 2025 D/A
File 021-502612
$100,000 (est.)$0$0
The Issuer will pay an annual advisory fee as provided for in the Issuer's offering material.
Fusion Partners Global LLC BrokerCheck CRD 291875 ↗
TTB Partners Limited no CRD number reported
TTB Partners Investment Advisory Limited no CRD number reported
TT Bond Partners no CRD number reported		EDGAR ↗
Jan 6, 2025 D
File 021-534350
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 6, 2025 D
File 021-534346
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 30, 2024 D
File 021-533622
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 30, 2024 D
File 021-533724
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 30, 2024 D
File 021-533725
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 26, 2024 D
File 021-533259
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 20, 2024 D
File 021-532966
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 20, 2024 D
File 021-532968
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 20, 2024 D
File 021-532822
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 19, 2024 D
File 021-532818
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 16, 2024 D
File 021-532222
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 16, 2024 D
File 021-532223
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 16, 2024 D
File 021-532233
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 16, 2024 D
File 021-532227
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 26, 2024 D
File 021-530511
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 22, 2024 D
File 021-530282
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 22, 2024 D
File 021-530292
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 20, 2024 D/A
File 021-515190
$3,262,660$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Nov 5, 2024 D/A
File 021-496519
$0$0$0None listed on this filingEDGAR ↗
Oct 1, 2024 D
File 021-525563
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 26, 2024 D/A
File 021-199361
$0$0$0None listed on this filingEDGAR ↗
Sep 26, 2024 D/A
File 021-458919
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2024 D
File 021-521080
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 9, 2024 D
File 021-521081
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 2, 2024 D
File 021-520468
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 2, 2024 D
File 021-520471
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 23, 2024 D
File 021-519478
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 16, 2024 D
File 021-518869
$0 (est.)$0 (est.)$0 (est.)Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 16, 2024 D
File 021-518871
$0 (est.)$0 (est.)$0 (est.)Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 15, 2024 D/A
File 021-515182
$7,075,000$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jul 11, 2024 D
File 021-518444
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 10, 2024 D/A
File 021-490155
$2,053,568 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jul 10, 2024 D
File 021-518267
$588,250 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jul 10, 2024 D
File 021-518269
$294,000 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jul 9, 2024 D/A
File 021-500814
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 9, 2024 D
File 021-518114
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 2, 2024 D/A
File 021-500865
$2,896,500$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jun 28, 2024 D
File 021-517370
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 3, 2024 D/A
File 021-397686
$0$0$0None listed on this filingEDGAR ↗
Jun 3, 2024 D/A
File 021-397692
$0$0$0None listed on this filingEDGAR ↗
May 22, 2024 D/A
File 021-498245
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 20, 2024 D
File 021-513779
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 20, 2024 D
File 021-513780
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 13, 2024 D/A
File 021-459878
$9,361,683 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗		EDGAR ↗
May 13, 2024 D/A
File 021-498248
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 13, 2024 D/A
File 021-502867
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 13, 2024 D/A
File 021-509331
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 13, 2024 D/A
File 021-509333
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 8, 2024 D/A
File 021-481801
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 8, 2024 D/A
File 021-481807
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 3, 2024 D/A
File 021-498886
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 3, 2024 D
File 021-512333
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 30, 2024 D/A
File 021-500845
$2,952,900$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Apr 23, 2024 D
File 021-511291
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 23, 2024 D
File 021-511293
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 12, 2024 D/A
File 021-476831
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 12, 2024 D/A
File 021-485589
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Feb 8, 2024 D/A
File 021-462185
$2,373,750$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Dec 27, 2023 D
File 021-500844
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 26, 2023 D
File 021-500722
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 26, 2023 D
File 021-500723
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 22, 2023 D
File 021-500671
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 20, 2023 D
File 021-500239
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 14, 2023 D
File 021-499653
$1,844,000 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Dec 14, 2023 D
File 021-499658
$1,828,000 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Dec 6, 2023 D/A
File 021-466717
$508,000 (est.)$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPM"")" (CRD 79 ↗)
EDGAR ↗
Dec 6, 2023 D/A
File 021-466719
$497,500 (est.)$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPM"")" (CRD 79 ↗)
EDGAR ↗
Dec 5, 2023 D/A
File 021-462191
$1,033,500$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Nov 20, 2023 D
File 021-497704
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 13, 2023 D
File 021-497013
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 13, 2023 D
File 021-497014
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Oct 6, 2023 D/A
File 021-490148
$3,723,225 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Sep 21, 2023 D/A
File 021-369861
$0$0$0None listed on this filingEDGAR ↗
Sep 21, 2023 D
File 021-492718
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 8, 2023 D/A
File 021-458712
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 8, 2023 D/A
File 021-458714
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 15, 2023 D
File 021-489790
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 8, 2023 D
File 021-489056
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 3, 2023 D
File 021-488652
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 27, 2023 D
File 021-488128
$475,750 (est.)$0$0N/A no CRD number reported
via JP Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jul 26, 2023 D
File 021-487963
$0$0$0Goldman Sachs & Co LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 26, 2023 D
File 021-487961
$0$0$0Goldman Sachs & Co LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 26, 2023 D
File 021-487983
$392,250$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jul 26, 2023 D
File 021-487999
$895,250$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jul 13, 2023 D/A
File 021-486662
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 10, 2023 D
File 021-486383
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 10, 2023 D
File 021-486385
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 7, 2023 D
File 021-486170
$377,000 (est.)$0$0N/A no CRD number reported
via JP Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jul 7, 2023 D
File 021-486167
$303,750 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jul 7, 2023 D
File 021-486221
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 7, 2023 D
File 021-486224
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 7, 2023 D
File 021-486234
$0$0$0None listed on this filingEDGAR ↗
Jul 6, 2023 D/A
File 021-428563
$234,200 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Jun 26, 2023 D
File 021-485180
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jun 14, 2023 D/A
File 021-478926
$3,474,875 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jun 14, 2023 D/A
File 021-478927
$2,068,400 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jun 5, 2023 D
File 021-483291
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 8, 2023 D/A
File 021-468038
$914,750 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
May 4, 2023 D/A
File 021-444649
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
May 4, 2023 D/A
File 021-444660
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 25, 2023 D/A
File 021-460049
$4,440,000 (est.)$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPM"")" (CRD 79 ↗)
EDGAR ↗
Apr 25, 2023 D/A
File 021-460047
$4,264,200 (est.)$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPM"")" (CRD 79 ↗)
EDGAR ↗
Apr 11, 2023 D
File 021-478425
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Apr 4, 2023 D
File 021-477899
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 31, 2023 D
File 021-477561
$1,069,250 (est.)$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPM"")" (CRD 79 ↗)
EDGAR ↗
Mar 31, 2023 D
File 021-477560
$1,018,750 (est.)$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPM"")" (CRD 79 ↗)
EDGAR ↗
Mar 30, 2023 D
File 021-477534
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 29, 2023 D
File 021-477309
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 29, 2023 D
File 021-477330
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 17, 2023 D/A
File 021-438232
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 14, 2023 D/A
File 021-437199
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Mar 13, 2023 D/A
File 021-438226
$10,861,683 (est.)$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Rockefeller Financial LLC BrokerCheck CRD 291361 ↗		EDGAR ↗
Mar 8, 2023 D
File 021-475175
$0$0$0
The Issuer will pay a one time administration fee as provided for in the Issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 17, 2023 D
File 021-473716
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Feb 17, 2023 D
File 021-473717
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 13, 2023 D
File 021-470641
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 9, 2023 D
File 021-470104
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 9, 2023 D
File 021-470106
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 6, 2023 D
File 021-469851
$0$0$0Goldman Sachs & Co LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 6, 2023 D
File 021-469852
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 5, 2023 D
File 021-469714
$0$0$0Goldman Sachs & Co LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jan 3, 2023 D
File 021-469495
$0$0$0Goldman Sachs & Co LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 30, 2022 D
File 021-469220
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 30, 2022 D
File 021-469222
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 29, 2022 D
File 021-469092
$0$0$0Goldman Sachs & Co LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 29, 2022 D
File 021-469099
$0$0$0Goldman Sachs & Co LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 27, 2022 D
File 021-468787
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 27, 2022 D
File 021-468790
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Dec 22, 2022 D
File 021-468487
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Nov 16, 2022 D/A
File 021-449252
$6,539,950$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPM"")" (CRD 79 ↗)
EDGAR ↗
Nov 16, 2022 D/A
File 021-449258
$1,357,500$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPM"")" (CRD 79 ↗)
EDGAR ↗
Nov 15, 2022 D/A
File 021-449256
$3,671,500$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPM"")" (CRD 79 ↗)
EDGAR ↗
Oct 31, 2022 D/A
File 021-82195
$0$0$0
Customary advisory fees are paid to the Investment Manager as provided for in the Issuer's offering materials.
- no CRD number reported
via IVP Capital, LLC (CRD 104197 ↗)

- no CRD number reported
via Gallatin Capital LLC (CRD 124738 ↗)
EDGAR ↗
Oct 24, 2022 D
File 021-462639
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 23, 2022 D
File 021-459754
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 23, 2022 D
File 021-459757
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 22, 2022 D
File 021-459551
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 9, 2022 D
File 021-458483
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 6, 2022 D
File 021-458063
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 6, 2022 D
File 021-458076
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 6, 2022 D
File 021-458009
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Sep 6, 2022 D
File 021-458070
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 18, 2022 D
File 021-456264
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 18, 2022 D
File 021-456266
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 8, 2022 D
File 021-455204
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 8, 2022 D
File 021-455208
$0$0$0Goldman Sachs & Co LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 5, 2022 D
File 021-455020
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 5, 2022 D
File 021-455022
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 2, 2022 D
File 021-454448
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Aug 1, 2022 D
File 021-454354
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 22, 2022 D
File 021-453449
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 22, 2022 D
File 021-453445
$0$0$0Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗EDGAR ↗
Jul 13, 2022 D
File 021-452102
$411,250$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jul 13, 2022 D
File 021-452106
$585,000$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jun 30, 2022 D/A
File 021-443471
$1,744,500 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jun 30, 2022 D/A
File 021-443476
$1,373,750 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
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 460

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

CR
Pooled Investment Fund · group: Cd And R Xii Flagship

CD&R XIII Flagship Access LLC

New York, NY · Oct 22, 2026
  • Oct 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Manager) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

Logo
Pooled Investment Fund · group: General Catalyst

General Catalyst XIII Access LLC

New York, NY · Oct 22, 2026
  • Oct 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

Logo
Pooled Investment Fund · group: General Catalyst

General Catalyst XIII Access Offshore LP

New York, NY · Oct 22, 2026
  • Oct 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

Logo
Pooled Investment Fund

CES Investors Offshore LP

New York, NY · Oct 22, 2026
  • Oct 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

Logo
Pooled Investment Fund

CES Investors LLC

New York, NY · Oct 22, 2026
  • Oct 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

TS
Pooled Investment Fund

Two Sigma Beacon Access LLC

New York, NY · Oct 15, 2025 → Oct 16, 2026 · 2 filings
  • Oct 16, 2026 · D/A · $264,025,000 sold of Indefinite · 171 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗
  • Oct 15, 2025 · D · $10,850,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $264M from 171 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

IV
Pooled Investment Fund · group: J P Morgan

Industry Ventures Secondary XI, L.P.

San Francisco, CA · Jul 30, 2026 → Oct 16, 2026 · 2 filings
  • Oct 16, 2026 · D/A · $1,339,490,000 sold of Indefinite · 428 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗
  • Jul 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $1.34B from 428 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

IV
Pooled Investment Fund · group: J P Morgan

Industry Ventures Secondary XI (Feeder), L.P.

San Francisco, CA · Jul 30, 2026 → Oct 16, 2026 · 2 filings
  • Oct 16, 2026 · D/A · $401,370,000 sold of Indefinite · 161 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗
  • Jul 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $401.4M from 161 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

LM
Pooled Investment Fund

LMR Multi-Strategy Access Offshore Ltd

New York, NY · Oct 16, 2026
  • Oct 16, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

EG
Pooled Investment Fund · group: Eversept

Eversept Global Healthcare Offshore Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Oct 31, 2022 → Oct 15, 2026 · 5 filings
  • Oct 15, 2026 · D/A · $123,645,226 sold of Indefinite · 140 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 15, 2025 · D/A · $110,215,226 sold of Indefinite · 115 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 15, 2024 · D/A · $86,745,226 sold of Indefinite · 78 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 24, 2023 · D/A · $82,945,226 sold of Indefinite · 65 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 31, 2022 · D/A · $56,125,226 sold of Indefinite · 37 investors · min. $100,000 · role: Director EDGAR ↗

Raised $123.6M from 140 investors as of the latest filing. Richard is listed as director on 5 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.

EG
Pooled Investment Fund · group: Eversept

Eversept Generations Offshore Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Oct 31, 2022 → Oct 15, 2026 · 5 filings
  • Oct 15, 2026 · D/A · $43,646,861 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 15, 2025 · D/A · $43,396,861 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 15, 2024 · D/A · $42,296,861 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 24, 2023 · D/A · $42,296,861 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 31, 2022 · D/A · $42,296,861 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $43.6M from 2 investors as of the latest filing. Richard is listed as director on 5 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.

UM
Pooled Investment Fund

UPS Multi-Strategy Hedge Fund Ltd

New York, NY · Oct 14, 2026
  • Oct 14, 2026 · D · $1,310,830,935 sold of Indefinite · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.31B from 1 investor as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

NH
Pooled Investment Fund

Nova Holdings Onshore LLC

New York, NY · Oct 13, 2026
  • Oct 13, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

NH
Pooled Investment Fund

Nova Holdings Offshore Ltd

New York, NY · Oct 13, 2026
  • Oct 13, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

PR
Pooled Investment Fund · group: Pretium

Pretium Residential Credit III Access LLC

New York, NY · Jul 7, 2025 → Oct 7, 2026 · 2 filings
  • Oct 7, 2026 · D/A · $48,185,000 sold of Indefinite · 58 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗
  • Jul 7, 2025 · D · $46,685,000 sold of Indefinite · 54 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $48.2M from 58 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CS
Pooled Investment Fund · group: Cerberus Supply Chain

Cerberus Supply Chain II Access LLC

New York, NY · Oct 6, 2026
  • Oct 6, 2026 · D · $227,030,000 sold of Indefinite · 298 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $227M from 298 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PV
Pooled Investment Fund · group: Petershill Millennium

Petershill V Offshore Feeder LP

New York, NY · Oct 5, 2026
  • Oct 5, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

AS
Pooled Investment Fund · group: Axonic

Axonic Special Opportunities SBL Overseas Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 7, 2022 → Oct 2, 2026 · 5 filings
  • Oct 2, 2026 · D/A · $799,731,816 sold of Indefinite · 38 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 3, 2025 · D/A · $799,731,816 sold of Indefinite · 38 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 4, 2024 · D/A · $799,731,816 sold of Indefinite · 38 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 6, 2023 · D/A · $799,731,816 sold of Indefinite · 38 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 7, 2022 · D/A · $799,731,816 sold of Indefinite · 38 investors · min. $100,000 · role: Director EDGAR ↗

Raised $799.7M from 38 investors as of the latest filing. Richard is listed as director on 5 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.

PC
Pooled Investment Fund · group: Pex Clay

PEX Clay Onshore Co-Invest LP

New York, NY · Oct 2, 2026
  • Oct 2, 2026 · D · $325,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $325M from 1 investor as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Pex Clay

PEX Clay Offshore Co-Invest LP

New York, NY · Oct 2, 2026
  • Oct 2, 2026 · D · $75,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $75M from 1 investor as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

MI
Pooled Investment Fund · group: Moon

MOON Investors LP

New York, NY · Sep 25, 2026
  • Sep 25, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

MI
Pooled Investment Fund · group: Moon

MOON Investors Offshore LP

New York, NY · Sep 25, 2026
  • Sep 25, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

VX
Pooled Investment Fund · group: Vintage

Vintage X (Core) Offshore LP

New York, NY · Oct 7, 2025 → Sep 24, 2026 · 2 filings
  • Sep 24, 2026 · D/A · $160,400,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗
  • Oct 7, 2025 · D · $72,900,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $160.4M from 43 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VX
Pooled Investment Fund · group: Vintage

Vintage X (Core) LP

New York, NY · Oct 7, 2025 → Sep 24, 2026 · 2 filings
  • Sep 24, 2026 · D/A · $1,164,995,000 sold of Indefinite · 1,074 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗
  • Oct 7, 2025 · D · $663,350,000 sold of Indefinite · 277 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $1.16B from 1,074 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Pex Clay

PEX Clay Offshore (S) Co-Invest LP

New York, NY · Sep 23, 2026
  • Sep 23, 2026 · D · $430,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $430M from 2 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

HC
Pooled Investment Fund

Himalaya Capital Investors Access Offshore Ltd

New York, NY · Sep 21, 2026
  • Sep 21, 2026 · D · $119,020,000 sold of Indefinite · 102 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $119M from 102 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

OR
Pooled Investment Fund

Oaktree Real Estate Income Access Offshore LP

New York, NY · Sep 20, 2022 → Sep 11, 2026 · 6 filings
  • Sep 11, 2026 · D/A · $62,900,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Sep 17, 2025 · D/A · $60,800,000 sold of Indefinite · 33 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Sep 18, 2024 · D/A · $60,800,000 sold of Indefinite · 33 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • May 13, 2024 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Sep 15, 2023 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Sep 20, 2022 · D · $1,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $62.9M from 35 investors as of the latest filing. Richard is listed as executive officer on 6 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.

IV
Pooled Investment Fund · group: Institutional Venture

Institutional Venture Partners XIX Access LLC

New York, NY · Sep 11, 2026
  • Sep 11, 2026 · D · $93,650,000 sold of Indefinite · 114 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Manager) EDGAR ↗

Raised $93.7M from 114 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PR
Pooled Investment Fund · group: Pex Robinson

PEX Robinson Investors Offshore LP

New York, NY · Sep 10, 2026
  • Sep 10, 2026 · D · $50,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $50M from 1 investor as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PR
Pooled Investment Fund · group: Pex Robinson

PEX Robinson Investors Onshore LP

New York, NY · Sep 2, 2026
  • Sep 2, 2026 · D · $25,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $25M from 1 investor as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VX
Pooled Investment Fund

Vintage X (Origin) LP

New York, NY · Sep 4, 2025 → Aug 28, 2026 · 2 filings
  • Aug 28, 2026 · D/A · $1,047,398,000 sold of Indefinite · 1,324 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗
  • Sep 4, 2025 · D · $732,265,000 sold of Indefinite · 1,009 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $1.05B from 1,324 investors as of the latest filing. Richard is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VX
Pooled Investment Fund · group: Vintage

Vintage X (Flagship) LP

New York, NY · Sep 4, 2025 → Aug 27, 2026 · 2 filings
  • Aug 27, 2026 · D/A · $4,233,690,000 sold of Indefinite · 1,726 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗
  • Sep 4, 2025 · D · $3,883,940,000 sold of Indefinite · 1,703 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $4.23B from 1,726 investors as of the latest filing. Richard is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

EP
Pooled Investment Fund

Exchange Place: All Cap III LP

New York, NY · Jul 2, 2026 → Aug 20, 2026 · 2 filings
  • Aug 20, 2026 · D/A · $1,432,209,044 sold of Indefinite · 336 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗
  • Jul 2, 2026 · D · $1,432,209,044 sold of Indefinite · 336 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $1.43B from 336 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TG
Pooled Investment Fund

TCV Global Growth XIII Access LLC

New York, NY · Aug 7, 2026
  • Aug 7, 2026 · D · $147,012,000 sold of Indefinite · 225 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $147M from 225 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AM
Pooled Investment Fund · group: Axonic

Axonic Multifamily Bridge Overseas Fund, Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Aug 5, 2022 → Jul 31, 2026 · 5 filings
  • Jul 31, 2026 · D/A · $95,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 1, 2025 · D/A · $80,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 2, 2024 · D/A · $60,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 4, 2023 · D/A · $60,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 5, 2022 · D/A · $50,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $95M from 1 investor as of the latest filing. Richard is listed as director on 5 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.

CG
Pooled Investment Fund · group: Ctld

CTLD Growth & Income Access LLC

New York, NY · Mar 24, 2023 → Jul 27, 2026 · 5 filings
  • Jul 27, 2026 · D/A · $111,569,787 sold of Indefinite · 125 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • May 9, 2025 · D/A · $85,894,787 sold of Indefinite · 115 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • May 13, 2024 · D · $57,500,000 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Mar 12, 2024 · D/A · $56,300,000 sold of Indefinite · 98 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Mar 24, 2023 · D · $31,850,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $111.6M from 125 investors as of the latest filing. Richard is listed as executive officer on 5 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.

DC
Pooled Investment Fund

D1 Capital Access Offshore Ltd

New York, NY · Jul 24, 2026
  • Jul 24, 2026 · D · $40,600,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $40.6M from 23 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

TT
Pooled Investment Fund

Tactical Trading Managers (Managed Futures) Ltd

New York, NY · Jul 23, 2026
  • Jul 23, 2026 · D/A · $118,583,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $118.6M from 17 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

PF
Pooled Investment Fund · group: Princeton

Princeton Fund Ltd

New York, NY · Jul 23, 2026
  • Jul 23, 2026 · D/A · $895,471,746 sold of Indefinite · 354 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $895.5M from 354 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

PF
Pooled Investment Fund · group: Princeton

Princeton Fund LLC

New York, NY · Jul 23, 2026
  • Jul 23, 2026 · D/A · $2,046,226,984 sold of Indefinite · 1,015 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $2.05B from 1,015 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

WP
Pooled Investment Fund

Warburg Pincus Global 15 Access LLC

New York, NY · Jul 7, 2026
  • Jul 7, 2026 · D · $84,790,000 sold of Indefinite · 110 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Manager) EDGAR ↗

Raised $84.8M from 110 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GX
Pooled Investment Fund · group: Gtcr

GTCR XV Access LLC

New York, NY · Jun 25, 2026
  • Jun 25, 2026 · D · $683,784,400 sold of Indefinite · 812 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Manager) EDGAR ↗

Raised $683.8M from 812 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PV
Pooled Investment Fund · group: Petershill Millennium

Petershill V LLC

New York, NY · Jun 10, 2026 → Jun 18, 2026 · 2 filings
  • Jun 18, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • Jun 10, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

No sales reported yet as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

DC
Pooled Investment Fund

D1 Capital Access LLC

New York, NY · Jun 11, 2026
  • Jun 11, 2026 · D · $11,250,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuers Managing Member) EDGAR ↗

Raised $11.3M from 10 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

LO
Pooled Investment Fund

LS Opportunities IV Access Offshore LP

New York, NY · Jun 11, 2026
  • Jun 11, 2026 · D · $151,770,000 sold of Indefinite · 146 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $151.8M from 146 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

LO
Pooled Investment Fund

LS Opportunities IV Access LLC

New York, NY · Jun 10, 2026
  • Jun 10, 2026 · D · $319,468,000 sold of Indefinite · 570 investors · min. No minimum reported · role: Director (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $319.5M from 570 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

LP
Pooled Investment Fund

LS Power Equity Partners VI Access LLC

New York, NY · Jun 3, 2026 → Jun 4, 2026 · 2 filings
  • Jun 4, 2026 · D/A · $411,400,000 sold of Indefinite · 651 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗
  • Jun 3, 2026 · D · $400,000,000 sold of Indefinite · 651 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $411.4M from 651 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VC
Pooled Investment Fund

Vintage Credit Opportunity Partners LP

New York, NY · Jun 2, 2025 → Jun 1, 2026 · 2 filings
  • Jun 1, 2026 · D/A · $376,125,000 sold of Indefinite · 93 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗
  • Jun 2, 2025 · D · $115,625,000 sold of Indefinite · 81 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $376.1M from 93 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund · group: Axonic

Axonic Credit Opportunities Overseas Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jun 3, 2022 → May 28, 2026 · 5 filings
  • May 28, 2026 · D/A · $1,191,592,244 sold of Indefinite · 309 investors · min. $100,000 · role: Director EDGAR ↗
  • May 30, 2025 · D/A · $1,191,592,244 sold of Indefinite · 309 investors · min. $100,000 · role: Director EDGAR ↗
  • May 31, 2024 · D/A · $1,191,492,244 sold of Indefinite · 308 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 2, 2023 · D/A · $1,191,492,244 sold of Indefinite · 308 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 3, 2022 · D/A · $1,190,692,244 sold of Indefinite · 304 investors · min. $100,000 · role: Director EDGAR ↗

Raised $1.19B from 309 investors as of the latest filing. Richard is listed as director on 5 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.

BP
Pooled Investment Fund

BX Property Partners (North America) Access LLC

New York, NY · Apr 22, 2022 → May 18, 2026 · 5 filings
  • May 18, 2026 · D/A · $284,229,416 sold of Indefinite · 301 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • May 6, 2025 · D/A · $284,229,416 sold of Indefinite · 301 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • May 13, 2024 · D/A · $275,879,416 sold of Indefinite · 289 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • Apr 20, 2023 · D/A · $273,479,416 sold of Indefinite · 285 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • Apr 22, 2022 · D · $147,375,000 sold of Indefinite · 137 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $284.2M from 301 investors as of the latest filing. Richard is listed as executive officer on 5 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.

WS
Investing

West Street Private Credit Offshore LP

New York, NY · Apr 18, 2023 → May 14, 2026 · 4 filings
  • May 14, 2026 · D/A · $10,136,541 sold of Indefinite · 8 investors · min. $2,500 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Apr 24, 2025 · D/A · $4,073,268 sold of Indefinite · 4 investors · min. $2,500 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Apr 24, 2024 · D/A · $76,140 sold of Indefinite · 3 investors · min. $2,500 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Apr 18, 2023 · D · $0 sold of Indefinite · 0 investors · min. $2,500 · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $10.1M from 8 investors as of the latest filing. Richard is listed as executive officer on 4 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: Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WM
Pooled Investment Fund

WorldQuant Millennium Advisors SABER Access LLC

New York, NY · May 12, 2026
  • May 12, 2026 · D · $4,700,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $4.7M from 6 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

MA
Pooled Investment Fund

Multi-Asset Strategies - Private Equity Offshore LP

New York, NY · May 11, 2026
  • May 11, 2026 · D · $926,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $926M from 1 investor as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AI
Pooled Investment Fund

ASV Investors LLC

New York, NY · May 8, 2026
  • May 8, 2026 · D · $158,488,000 sold of Indefinite · 293 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $158.5M from 293 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PR
Pooled Investment Fund

Powder River Fund LP

New York, NY · May 5, 2026
  • May 5, 2026 · D · $150,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $150M from 1 investor as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Primavera

Primavera Capital (Cayman) Group 4A L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 8, 2023 → Apr 15, 2026 · 4 filings
  • Apr 15, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Mar 7, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Mar 8, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Mar 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Richard is listed as director on 4 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.

PV
Pooled Investment Fund · group: Primavera

Primavera Venture Partners (Cayman) Group 1A L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 17, 2023 → Apr 15, 2026 · 4 filings
  • Apr 15, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Mar 14, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Mar 15, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Mar 17, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Richard is listed as director on 4 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.

PC
Pooled Investment Fund · group: Primavera

Primavera Credit Opportunities I 1A L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 17, 2023 → Apr 15, 2026 · 4 filings
  • Apr 15, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Mar 14, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Mar 15, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Mar 17, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Richard is listed as director on 4 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.

UB
Pooled Investment Fund · group: Union Bridge

Union Bridge Partners II Offshore LP

New York, NY · Apr 14, 2026
  • Apr 14, 2026 · D · $5,150,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $5.15M from 6 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

UB
Pooled Investment Fund · group: Union Bridge

Union Bridge Partners II LLC

New York, NY · Apr 14, 2026
  • Apr 14, 2026 · D · $23,875,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Director (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $23.9M from 35 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

GA
Pooled Investment Fund · group: J P Morgan

GLOBAL ACCESS MASTER SPC LTD.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Mar 29, 2022 → Apr 8, 2026 · 6 filings
  • Apr 8, 2026 · D/A · $546,573,159 sold of Indefinite · 402 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 8, 2025 · D/A · $537,250,518 sold of Indefinite · 364 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 8, 2024 · D/A · $535,764,518 sold of Indefinite · 363 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 29, 2024 · D/A · $535,764,518 sold of Indefinite · 363 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 29, 2023 · D/A · $535,179,518 sold of Indefinite · 363 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 29, 2022 · D/A · $531,229,518 sold of Indefinite · 363 investors · min. $100,000 · role: Director EDGAR ↗

Raised $546.6M from 600 investors as of the latest filing. Richard is listed as director on 6 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.

GA
Pooled Investment Fund · group: J P Morgan

Global Access Strategies SPC Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Mar 29, 2022 → Apr 8, 2026 · 6 filings
  • Apr 8, 2026 · D/A · $230,212,000 sold of Indefinite · 108 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 8, 2025 · D/A · $199,152,000 sold of Indefinite · 94 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 8, 2024 · D/A · $168,075,000 sold of Indefinite · 77 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 29, 2024 · D/A · $168,075,000 sold of Indefinite · 77 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 29, 2023 · D/A · $160,450,000 sold of Indefinite · 72 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 29, 2022 · D/A · $150,450,000 sold of Indefinite · 63 investors · min. $100,000 · role: Director EDGAR ↗

Raised $230.2M from 233 investors as of the latest filing. Richard is listed as director on 6 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.

TR
Pooled Investment Fund

TPG Real Estate V Access LLC

New York, NY · Apr 8, 2026
  • Apr 8, 2026 · D · $55,802,000 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $55.8M from 57 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SX
Pooled Investment Fund · group: J P Morgan

SOF XIII Private Investors, LLC

New York, NY · Apr 15, 2024 → Apr 6, 2026 · 3 filings
  • Apr 6, 2026 · D/A · $518,750,000 sold of Indefinite · 567 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • Jul 8, 2024 · D/A · $518,750,000 sold of Indefinite · 567 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • Apr 15, 2024 · D · $426,375,000 sold of Indefinite · 483 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $518.8M from 567 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

SX
Pooled Investment Fund · group: J P Morgan

SOF XIII Private Investors Offshore 1, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 15, 2024 → Apr 6, 2026 · 3 filings
  • Apr 6, 2026 · D/A · $267,200,000 sold of Indefinite · 190 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • Jul 8, 2024 · D/A · $267,200,000 sold of Indefinite · 190 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • Apr 15, 2024 · D · $227,900,000 sold of Indefinite · 152 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $267.2M from 190 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

BC
Pooled Investment Fund

Bain Capital Asia Opportunities Access Offshore LP

New York, NY · Apr 1, 2026
  • Apr 1, 2026 · D · $195,800,000 sold of Indefinite · 97 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $195.8M from 97 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

LC
Pooled Investment Fund

Lexington Continuation Vehicle Investors Access LLC

New York, NY · Mar 31, 2026
  • Mar 31, 2026 · D · $48,600,000 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $48.6M from 51 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

WC
Pooled Investment Fund · group: Windy City

Windy City Private Equity Partners LP - 2026 Series

New York, NY · Mar 16, 2026
  • Mar 16, 2026 · D · $50,400,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $50.4M from 35 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DC
Pooled Investment Fund · group: Des Cog

DES Cog Access LLC

New York, NY · Mar 13, 2026
  • Mar 13, 2026 · D · $41,800,000 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $41.8M from 32 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

DC
Pooled Investment Fund · group: Des Cog

DES Cog Access Offshore Ltd

New York, NY · Mar 13, 2026
  • Mar 13, 2026 · D · $3,500,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3.5M from 2 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

FP
Pooled Investment Fund · group: Francisco

Francisco Partners VIII Access Offshore LP

New York, NY · Mar 9, 2026
  • Mar 9, 2026 · D · $126,237,000 sold of Indefinite · 135 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $126.2M from 135 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

FP
Pooled Investment Fund · group: Francisco

Francisco Partners VIII Access LLC

New York, NY · Mar 9, 2026
  • Mar 9, 2026 · D · $286,391,000 sold of Indefinite · 335 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $286.4M from 335 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

JG
Pooled Investment Fund · group: Jain

Jain Global Institutional Holdings Ltd

New York, NY · Jan 17, 2025 → Mar 6, 2026 · 2 filings
  • Mar 6, 2026 · D/A · $219,001,942 sold of Indefinite · 60 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 17, 2025 · D · $6,008,955 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $219M from 60 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

KG
Pooled Investment Fund · group: Kynam

Kynam Global Healthcare Offshore Fund, Ltd.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Mar 9, 2022 → Mar 6, 2026 · 5 filings
  • Mar 6, 2026 · D/A · $64,962,477 sold of Indefinite · 23 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 7, 2025 · D/A · $64,662,477 sold of Indefinite · 22 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 7, 2024 · D/A · $34,570,830 sold of Indefinite · 15 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 9, 2023 · D/A · $25,970,830 sold of Indefinite · 14 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 9, 2022 · D/A · $15,158,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗

Raised $65M from 23 investors as of the latest filing. Richard is listed as director on 5 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.

LE
Pooled Investment Fund

Lead Edge VII Access LLC

New York, NY · Mar 2, 2026
  • Mar 2, 2026 · D · $68,500,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $68.5M from 14 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BS
Pooled Investment Fund · group: Blackstone

Blackstone Secured Trust Ltd

New York, NY · Dec 28, 2022 → Feb 27, 2026 · 4 filings
  • Feb 27, 2026 · D/A · $4,125,273,145 sold of Indefinite · 232 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 31, 2024 · D/A · $4,117,078,620 sold of Indefinite · 232 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 28, 2023 · D/A · $4,097,078,620 sold of Indefinite · 231 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 28, 2022 · D/A · $4,049,091,620 sold of Indefinite · 231 investors · min. $100,000 · role: Director EDGAR ↗

Raised $4.13B from 232 investors as of the latest filing. Richard is listed as director on 4 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.

SO
Pooled Investment Fund · group: J P Morgan

Sculptor OF II Private Investors Offshore Ltd.

New York, NY · Feb 1, 2022 → Feb 3, 2026 · 5 filings
  • Feb 3, 2026 · D/A · $1,298,290,061 sold of Indefinite · 1,705 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 3, 2025 · D/A · $1,288,298,933 sold of Indefinite · 1,698 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 1, 2024 · D/A · $1,274,493,290 sold of Indefinite · 1,691 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 1, 2023 · D/A · $1,271,178,290 sold of Indefinite · 1,691 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 1, 2022 · D/A · $1,258,483,290 sold of Indefinite · 1,676 investors · min. $100,000 · role: Director (Member of the Issuer's Board of Directors) EDGAR ↗

Raised $1.3B from 1,705 investors as of the latest filing. Richard is listed as director on 5 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.

PC
Pooled Investment Fund

Private Credit Managers (2026) Offshore LP

New York, NY · Jan 15, 2026
  • Jan 15, 2026 · D · $91,400,000 sold of Indefinite · 59 investors · min. No minimum reported · role: Director (Director of the Issuer's General Partner) EDGAR ↗

Raised $91.4M from 59 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

CP
Pooled Investment Fund · group: J P Morgan

Clarion Private Investors, LLC

New York, NY · Jan 6, 2023 → Jan 14, 2026 · 4 filings
  • Jan 14, 2026 · D/A · $521,460,503 sold of Indefinite · 572 investors · min. $250,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Jan 8, 2025 · D/A · $521,460,503 sold of Indefinite · 572 investors · min. $250,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Jan 8, 2024 · D/A · $518,460,503 sold of Indefinite · 571 investors · min. No minimum reported · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Jan 6, 2023 · D/A · $512,960,503 sold of Indefinite · 565 investors · min. No minimum reported · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $521.5M from 572 investors as of the latest filing. Richard is listed as director on 4 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.

PE
Pooled Investment Fund

Private Equity Managers (Lower Middle Market) LP

New York, NY · Jan 12, 2026
  • Jan 12, 2026 · D · $102,050,000 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $102M from 32 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund

Private Equity Managers (2026) LP

New York, NY · Jan 8, 2026
  • Jan 8, 2026 · D · $471,259,000 sold of Indefinite · 471 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $471.3M from 471 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

EF
Pooled Investment Fund

E&F Private Equity Managers (2026) Offshore LP

New York, NY · Jan 8, 2026
  • Jan 8, 2026 · D · $233,950,000 sold of Indefinite · 91 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $233.9M from 91 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

TO
Pooled Investment Fund

Thrive Opportunities Access Offshore LP

New York, NY · Jan 6, 2026
  • Jan 6, 2026 · D · $126,045,000 sold of Indefinite · 72 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $126M from 72 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

TO
Pooled Investment Fund

Thrive Opportunities Access LLC

New York, NY · Jan 6, 2026
  • Jan 6, 2026 · D · $249,170,000 sold of Indefinite · 570 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $249.2M from 570 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

VX
Pooled Investment Fund

Vintage X B2 Offshore LP

New York, NY · Dec 31, 2025
  • Dec 31, 2025 · D · $1,425,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $1.43B from 1 investor as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

OS
Pooled Investment Fund · group: Oha Senior

OHA Senior Private Lending Access Offshore LP

New York, NY · Dec 30, 2025
  • Dec 30, 2025 · D · $87,278,213 sold of Indefinite · 83 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $87.3M from 83 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

OS
Pooled Investment Fund · group: Oha Senior

OHA Senior Private Lending Access LLC

New York, NY · Dec 30, 2025
  • Dec 30, 2025 · D · $28,948,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $28.9M from 26 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AX
Pooled Investment Fund

Apollo XI Global Access LLC

New York, NY · Dec 29, 2025
  • Dec 29, 2025 · D · $99,080,000 sold of Indefinite · 125 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $99.1M from 125 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Primavera

Primavera Capital Growth Fund VIII L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 29, 2025
  • Dec 29, 2025 · D · $50,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $50K from 1 investor as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

GC
Pooled Investment Fund · group: Gc Creation

GC Creation III Access Offshore LP

New York, NY · Dec 23, 2025
  • Dec 23, 2025 · D · $27,969,638 sold of Indefinite · 95 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $28M from 95 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GC
Pooled Investment Fund · group: Gc Creation

GC Creation III Access LLC

New York, NY · Dec 23, 2025
  • Dec 23, 2025 · D · $17,775,000 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $17.8M from 30 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VF
Pooled Investment Fund · group: Vintage

Vintage Flagship Offshore 2025 LP

New York, NY · Dec 23, 2025
  • Dec 23, 2025 · D · $300,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $300M from 1 investor as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

MO
Pooled Investment Fund · group: Menlo

Menlo Opportunities Access LLC

New York, NY · Dec 17, 2025
  • Dec 17, 2025 · D · $197,400,000 sold of Indefinite · 226 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $197.4M from 226 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

MO
Pooled Investment Fund · group: Menlo

Menlo Opportunities Access Offshore LP

New York, NY · Dec 12, 2025
  • Dec 12, 2025 · D · $18,250,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $18.3M from 28 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BP
Pooled Investment Fund · group: J P Morgan

BW PRIVATE INVESTORS OFFSHORE, LTD.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 5, 2022 → Dec 4, 2025 · 4 filings
  • Dec 4, 2025 · D/A · $769,616,224 sold of Indefinite · 720 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 5, 2024 · D/A · $757,904,425 sold of Indefinite · 707 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 5, 2023 · D/A · $751,566,000 sold of Indefinite · 699 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 5, 2022 · D/A · $747,991,000 sold of Indefinite · 690 investors · min. $100,000 · role: Director EDGAR ↗

Raised $769.6M from 720 investors as of the latest filing. Richard is listed as director on 4 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.

LE
Pooled Investment Fund

LGP Equity Investors X Access LLC

New York, NY · Dec 1, 2025
  • Dec 1, 2025 · D · $587,792,500 sold of Indefinite · 454 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $587.8M from 454 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AM
Pooled Investment Fund · group: Aspex

Aspex Master Access Ltd

New York, NY · Nov 10, 2025 → Nov 24, 2025 · 2 filings
  • Nov 24, 2025 · D/A · $306,420,000 sold of Indefinite · 164 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 10, 2025 · D · $306,420,000 sold of Indefinite · 164 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $306.4M from 164 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BO
Pooled Investment Fund

Blue Owl Real Estate VII Access LLC

New York, NY · Nov 21, 2025
  • Nov 21, 2025 · D · $159,875,000 sold of Indefinite · 182 investors · min. No minimum reported · role: Director (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $159.9M from 182 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

VX
Pooled Investment Fund · group: Vintage

Vintage X (Flagship) Offshore LP

New York, NY · Nov 13, 2025
  • Nov 13, 2025 · D · $172,500,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Director (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $172.5M from 7 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

AM
Pooled Investment Fund · group: Aspex

Aspex Master Access LLC

New York, NY · Nov 10, 2025
  • Nov 10, 2025 · D · $19,550,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $19.6M from 22 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VI
Pooled Investment Fund · group: Vintage Infrastructure

Vintage Infrastructure Partners II LP

New York, NY · Nov 10, 2025
  • Nov 10, 2025 · D · $145,762,500 sold of Indefinite · 34 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $145.8M from 34 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

JG
Pooled Investment Fund · group: Jain

Jain Global Access Offshore Ltd

New York, NY · Nov 7, 2024 → Nov 6, 2025 · 2 filings
  • Nov 6, 2025 · D/A · $77,950,000 sold of Indefinite · 75 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 7, 2024 · D · $7,150,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $78M from 75 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

JG
Pooled Investment Fund · group: Jain

Jain Global Access LLC

New York, NY · Nov 7, 2024 → Nov 6, 2025 · 2 filings
  • Nov 6, 2025 · D/A · $59,196,000 sold of Indefinite · 70 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • Nov 7, 2024 · D · $6,000,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $59.2M from 70 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MT
Pooled Investment Fund

Malabar Timber Fund L.P.

New York, NY · Nov 6, 2025
  • Nov 6, 2025 · D · $15,810,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $15.8M from 1 investor as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VX
Pooled Investment Fund · group: Vintage

Vintage X (Flagship)/West Street Strategic Solutions II Access LLC

New York, NY · Oct 15, 2025
  • Oct 15, 2025 · D · $4,200,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $4.2M from 7 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DM
Pooled Investment Fund

DES MSF Holdings Ltd

New York, NY · Oct 15, 2025
  • Oct 15, 2025 · D · $60,510,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Issuer) EDGAR ↗

Raised $60.5M from 2 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

VX
Pooled Investment Fund · group: Vintage

Vintage X (Flagship)/Vintage Infrastructure Partners II Access LLC

New York, NY · Oct 8, 2025
  • Oct 8, 2025 · D · $316,079,500 sold of Indefinite · 543 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $316.1M from 543 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PM
Pooled Investment Fund · group: Petershill Millennium

Petershill Millennium Investors Offshore C LP

New York, NY · Oct 1, 2025
  • Oct 1, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

PM
Pooled Investment Fund · group: Petershill Millennium

Petershill Millennium Investors Offshore B LP

New York, NY · Oct 1, 2025
  • Oct 1, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

PM
Pooled Investment Fund · group: Petershill Millennium

Petershill Millennium Investors Offshore LP

New York, NY · Oct 1, 2025
  • Oct 1, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

PM
Pooled Investment Fund · group: Petershill Millennium

Petershill Millennium Investors C LLC

New York, NY · Oct 1, 2025
  • Oct 1, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

PM
Pooled Investment Fund · group: Petershill Millennium

Petershill Millennium Investors B LLC

New York, NY · Oct 1, 2025
  • Oct 1, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

PM
Pooled Investment Fund · group: Petershill Millennium

Petershill Millennium Investors LLC

New York, NY · Oct 1, 2025
  • Oct 1, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

DG
Pooled Investment Fund

DST Global X Access Offshore LP

New York, NY · Aug 22, 2025
  • Aug 22, 2025 · D · $43,300,000 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $43.3M from 31 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DG
Pooled Investment Fund

DST Global X Access LLC

New York, NY · Aug 22, 2025
  • Aug 22, 2025 · D · $86,885,000 sold of Indefinite · 114 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $86.9M from 114 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BE
Pooled Investment Fund

Blue Edge Global Opportunities Fund, Ltd.

Singapore, Singapore (as filed: U0) · Aug 19, 2022 → Aug 15, 2025 · 4 filings
  • Aug 15, 2025 · D/A · $25,390,761 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 16, 2024 · D/A · $25,390,761 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 18, 2023 · D/A · $25,390,761 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 19, 2022 · D/A · $22,390,761 sold of Indefinite · 9 investors · min. $100,000 · role: Director EDGAR ↗

Raised $25.4M from 12 investors as of the latest filing. Richard is listed as director on 4 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.

WC
Pooled Investment Fund · group: Windy City

Windy City Private Equity Partners LP - 2025 Series

New York, NY · Aug 14, 2025
  • Aug 14, 2025 · D · $43,550,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $43.5M from 35 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: Seer

Seer Capital Partners Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Aug 12, 2022 → Aug 8, 2025 · 4 filings
  • Aug 8, 2025 · D/A · $885,591,000 sold of Indefinite · 157 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 9, 2024 · D/A · $885,591,000 sold of Indefinite · 157 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 11, 2023 · D/A · $885,591,000 sold of Indefinite · 157 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 12, 2022 · D/A · $884,891,453 sold of Indefinite · 157 investors · min. $100,000 · role: Director EDGAR ↗

Raised $885.6M from 157 investors as of the latest filing. Richard is listed as director on 4 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.

AS
Pooled Investment Fund · group: Axonic

Axonic Systematic Arbitrage Overseas Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Aug 5, 2022 → Aug 1, 2025 · 4 filings
  • Aug 1, 2025 · D/A · $139,335,419 sold of Indefinite · 9 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 2, 2024 · D/A · $139,335,419 sold of Indefinite · 9 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 4, 2023 · D/A · $114,335,419 sold of Indefinite · 9 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 5, 2022 · D/A · $114,335,419 sold of Indefinite · 9 investors · min. $100,000 · role: Director EDGAR ↗

Raised $139.3M from 9 investors as of the latest filing. Richard is listed as director on 4 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.

DO
Pooled Investment Fund · group: Dragoneer

Dragoneer Opportunities VII Access Offshore LP

New York, NY · Jul 25, 2025
  • Jul 25, 2025 · D · $78,969,813 sold of Indefinite · 94 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $79M from 94 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DO
Pooled Investment Fund · group: Dragoneer

Dragoneer Opportunities VII Access LLC

New York, NY · Jul 25, 2025
  • Jul 25, 2025 · D · $112,939,000 sold of Indefinite · 139 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $112.9M from 139 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GH
Pooled Investment Fund

Great Hill Equity Partners IX Access LLC

New York, NY · Jul 22, 2025
  • Jul 22, 2025 · D · $369,360,000 sold of Indefinite · 362 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $369.4M from 362 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

8R
Pooled Investment Fund

8VC RSS Access LLC

New York, NY · Jul 16, 2025
  • Jul 16, 2025 · D · $174,900,000 sold of Indefinite · 355 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $174.9M from 355 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund

Private Equity Co-Investment Partners IV Offshore LP

New York, NY · Jul 9, 2024 → Jul 9, 2025 · 2 filings
  • Jul 9, 2025 · D/A · $136,300,000 sold of Indefinite · 91 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer) EDGAR ↗
  • Jul 9, 2024 · D · $62,400,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $136.3M from 91 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund

Private Equity Co-Investment Partners IV LLC

New York, NY · Jul 9, 2024 → Jul 9, 2025 · 2 filings
  • Jul 9, 2025 · D/A · $1,271,655,000 sold of Indefinite · 727 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗
  • Jul 9, 2024 · D · $720,080,000 sold of Indefinite · 569 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $1.27B from 727 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MV
Pooled Investment Fund

Monarch VI Select Opportunities Access LLC

New York, NY · Jul 9, 2025
  • Jul 9, 2025 · D · $86,900,000 sold of Indefinite · 99 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $86.9M from 99 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Tech Opportunities III Access Offshore LP

New York, NY · Jul 9, 2025
  • Jul 9, 2025 · D · $67,615,312 sold of Indefinite · 87 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $67.6M from 87 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BC
Pooled Investment Fund · group: Bain

Bain Capital Tech Opportunities III Access LLC

New York, NY · Jul 9, 2025
  • Jul 9, 2025 · D · $23,885,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $23.9M from 19 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

WS
Pooled Investment Fund

West Street Strategic Solutions II/Monarch VI Select Opportunities Access LLC

New York, NY · Jul 9, 2025
  • Jul 9, 2025 · D · $73,225,000 sold of Indefinite · 66 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $73.2M from 66 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AO
Pooled Investment Fund

Advent Opportunities Access LLC

New York, NY · Jul 3, 2025
  • Jul 3, 2025 · D · $461,710,000 sold of Indefinite · 465 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $461.7M from 465 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GM
Pooled Investment Fund

GT Master Access Offshore Ltd

New York, NY · Jun 20, 2025
  • Jun 20, 2025 · D · $16,650,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Director (Director) EDGAR ↗

Raised $16.6M from 17 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

GM
Pooled Investment Fund

GT Master Access LLC

New York, NY · Jun 20, 2025
  • Jun 20, 2025 · D · $14,485,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $14.5M from 15 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund · group: Imprint

Private Equity Co-Investment Partners (Imprint) LLC

New York, NY · Oct 16, 2023 → May 21, 2025 · 3 filings
  • May 21, 2025 · D/A · $51,450,000 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗
  • May 13, 2024 · D/A · $41,800,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗
  • Oct 16, 2023 · D · $40,750,000 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $51.5M from 47 investors as of the latest filing. Richard is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund

CSG Investors Offshore LP

New York, NY · Apr 24, 2025
  • Apr 24, 2025 · D · $51,191,722 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $51.2M from 48 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund

CSG Investors LLC

New York, NY · Apr 24, 2025
  • Apr 24, 2025 · D · $74,835,000 sold of Indefinite · 183 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $74.8M from 183 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

OS
Pooled Investment Fund · group: J P Morgan

Omni SPC, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jan 20, 2022 → Apr 16, 2025 · 4 filings
  • Apr 16, 2025 · D/A · $2,249,789,450 sold of Indefinite · 210 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 7, 2024 · D/A · $2,055,298,047 sold of Indefinite · 189 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 31, 2023 · D/A · $1,964,833,765 sold of Indefinite · 178 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 20, 2022 · D/A · $1,257,280,861 sold of Indefinite · 131 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.25B from 210 investors as of the latest filing. Richard is listed as director on 4 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.

AR
Pooled Investment Fund · group: Axonic

Axonic Residential Mortgage Overseas Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Aug 5, 2022 → Apr 8, 2025 · 3 filings
  • Apr 8, 2025 · D/A · $113,323,357 sold of Indefinite · 21 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 8, 2024 · D/A · $113,323,357 sold of Indefinite · 21 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 5, 2022 · D/A · $113,323,357 sold of Indefinite · 21 investors · min. $100,000 · role: Director EDGAR ↗

Raised $113.3M from 21 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

KI
Pooled Investment Fund

K12 Investors Offshore LP

New York, NY · Mar 24, 2025
  • Mar 24, 2025 · D · $121,116,722 sold of Indefinite · 92 investors · min. No minimum reported · role: Executive Officer (Manager of General Partner of the Issuer) EDGAR ↗

Raised $121.1M from 92 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

MS
Pooled Investment Fund

Mars Sustainability Venture Fund L.P.

New York, NY · Mar 17, 2025
  • Mar 17, 2025 · D · $200,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

MC
Pooled Investment Fund · group: Matrix

MATRIX CAPITAL MANAGEMENT FUND (OFFSHORE) LTD.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 18, 2022 → Mar 14, 2025 · 4 filings
  • Mar 14, 2025 · D/A · $1,327,457,734 sold of Indefinite · 190 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 15, 2024 · D/A · $1,290,557,734 sold of Indefinite · 187 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 17, 2023 · D/A · $1,275,719,009 sold of Indefinite · 183 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 18, 2022 · D/A · $1,240,254,009 sold of Indefinite · 178 investors · min. $100,000 · role: Director EDGAR ↗

Raised $1.33B from 190 investors as of the latest filing. Richard is listed as director on 4 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.

LO
Pooled Investment Fund

LS Opportunities II Access LLC

New York, NY · Mar 10, 2025
  • Mar 10, 2025 · D · $148,676,000 sold of Indefinite · 297 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $148.7M from 297 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

LO
Pooled Investment Fund

LS Opportunities II Access Offshore LP

New York, NY · Mar 10, 2025
  • Mar 10, 2025 · D · $25,155,000 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $25.2M from 50 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Primavera

Primavera Credit Opportunities I L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 17, 2024 → Jan 17, 2025 · 2 filings
  • Jan 17, 2025 · D/A · $5,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Jan 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $5M from 1 investor as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GM
Pooled Investment Fund · group: Gtcr

GTCR Middle Market Opportunities Access Offshore LP

New York, NY · Jan 6, 2025
  • Jan 6, 2025 · D · $47,710,000 sold of Indefinite · 37 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $47.7M from 37 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GM
Pooled Investment Fund · group: Gtcr

GTCR Middle Market Opportunities Access LLC

New York, NY · Jan 6, 2025
  • Jan 6, 2025 · D · $195,555,000 sold of Indefinite · 257 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $195.6M from 257 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

TT
Pooled Investment Fund · group: Tpg Tech Adjacencies

TPG Tech Adjacencies III Access Offshore LP

New York, NY · Dec 30, 2024
  • Dec 30, 2024 · D · $59,880,000 sold of Indefinite · 66 investors · min. No minimum reported · role: Executive Officer (Manager of General Partner of the Issuer) EDGAR ↗

Raised $59.9M from 66 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

TT
Pooled Investment Fund · group: Tpg Tech Adjacencies

TPG Tech Adjacencies III Access LLC

New York, NY · Dec 30, 2024
  • Dec 30, 2024 · D · $334,355,000 sold of Indefinite · 382 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of the Issuer) EDGAR ↗

Raised $334.4M from 382 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BC
Pooled Investment Fund

Bain Capital XIV Access LLC

New York, NY · Dec 30, 2024
  • Dec 30, 2024 · D · $402,465,000 sold of Indefinite · 513 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $402.5M from 513 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund

Private Credit Managers (2025) Offshore LP

New York, NY · Dec 26, 2024
  • Dec 26, 2024 · D · $118,200,000 sold of Indefinite · 70 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $118.2M from 70 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GA
Pooled Investment Fund · group: Global Atlantic Ivy Invest

Global Atlantic Ivy Co-Invest III Access Offshore LP

New York, NY · Dec 20, 2024
  • Dec 20, 2024 · D · $44,261,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $44.3M from 48 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GA
Pooled Investment Fund · group: Global Atlantic Ivy Invest

Global Atlantic Ivy Co-Invest III Access LLC

New York, NY · Dec 20, 2024
  • Dec 20, 2024 · D · $790,932,000 sold of Indefinite · 568 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $790.9M from 568 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AS
Pooled Investment Fund

Ares Special Opportunities III Access Offshore LP

New York, NY · Dec 20, 2024
  • Dec 20, 2024 · D · $11,050,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Director (Board Manager of the Issuer's General Partner) EDGAR ↗

Raised $11.1M from 7 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

AS
Pooled Investment Fund

Ares Special Opportunities III Access LLC

New York, NY · Dec 19, 2024
  • Dec 19, 2024 · D · $81,200,000 sold of Indefinite · 76 investors · min. $1,000,000 · role: Executive Officer (Manager of Managing Member of the Issuer) EDGAR ↗

Raised $81.2M from 76 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AA
Pooled Investment Fund · group: Arctos

Arctos American Football Access LLC

New York, NY · Dec 16, 2024
  • Dec 16, 2024 · D · $351,655,000 sold of Indefinite · 776 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of the Issuer) EDGAR ↗

Raised $351.7M from 776 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AA
Pooled Investment Fund · group: Arctos

Arctos American Football Access Offshore LP

New York, NY · Dec 16, 2024
  • Dec 16, 2024 · D · $24,675,000 sold of Indefinite · 33 investors · min. No minimum reported · role: Executive Officer (Manager of General Partner of the Issuer) EDGAR ↗

Raised $24.7M from 33 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SR
Pooled Investment Fund · group: J P Morgan

Sculptor Real Estate V Access Offshore LP

New York, NY · Dec 16, 2024
  • Dec 16, 2024 · D · $11,910,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $11.9M from 12 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

SR
Pooled Investment Fund · group: J P Morgan

Sculptor Real Estate V Access LLC

New York, NY · Dec 16, 2024
  • Dec 16, 2024 · D · $105,695,000 sold of Indefinite · 110 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $105.7M from 110 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GC
Pooled Investment Fund

Glendower Capital Secondary Opportunities VI Access LLC

New York, NY · Nov 26, 2024
  • Nov 26, 2024 · D · $232,635,000 sold of Indefinite · 209 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of the Issuer) EDGAR ↗

Raised $232.6M from 209 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

EF
Pooled Investment Fund

E&F Private Equity Managers (2025) Offshore LP

New York, NY · Nov 22, 2024
  • Nov 22, 2024 · D · $89,500,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $89.5M from 39 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund

Private Equity Managers (2025) LP

New York, NY · Nov 22, 2024
  • Nov 22, 2024 · D · $348,380,000 sold of Indefinite · 409 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $348.4M from 409 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

TF
Pooled Investment Fund

TVC Fund IX Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jun 5, 2024 → Nov 20, 2024 · 3 filings
  • Nov 20, 2024 · D/A · $389,408,000 sold of Indefinite · 289 investors · min. $50,000 · role: Director EDGAR ↗
  • Jul 15, 2024 · D/A · $305,758,000 sold of Indefinite · 231 investors · min. $50,000 · role: Director EDGAR ↗
  • Jun 5, 2024 · D · $223,308,000 sold of Indefinite · 171 investors · min. $50,000 · role: Director EDGAR ↗

Raised $389.4M from 289 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

PC
Pooled Investment Fund · group: Primavera

Primavera Credit Opportunities I 1B L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Nov 6, 2023 → Nov 5, 2024 · 2 filings
  • Nov 5, 2024 · D/A · $750,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 6, 2023 · D · $750,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $750K from 1 investor as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TA
Pooled Investment Fund · group: Tpg

TPG AG Credit Solutions III & Annex Access Offshore LP

New York, NY · Oct 1, 2024
  • Oct 1, 2024 · D · $162,876,905 sold of Indefinite · 88 investors · min. No minimum reported · role: Executive Officer (Manager of General Partner of the Issuer) EDGAR ↗

Raised $162.9M from 88 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

EO
Pooled Investment Fund · group: J P Morgan

Emerging Opportunities Fund SPC, Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Sep 14, 2022 → Sep 26, 2024 · 3 filings
  • Sep 26, 2024 · D/A · $1,852,583 sold of Indefinite · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 12, 2023 · D/A · $1,852,583 sold of Indefinite · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 14, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.85M from 7 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

4F
Pooled Investment Fund · group: J P Morgan

475 Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Sep 9, 2022 → Sep 26, 2024 · 3 filings
  • Sep 26, 2024 · D/A · $192,260,912 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 12, 2023 · D/A · $192,260,912 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 9, 2022 · D/A · $192,260,912 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $192.3M from 2 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

EP
Pooled Investment Fund · group: Endurance

Endurance Parallel Offshore LP

New York, NY · Aug 9, 2024
  • Aug 9, 2024 · D · $126,500,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $126.5M from 2 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

EP
Pooled Investment Fund · group: Endurance

Endurance Parallel LP

New York, NY · Aug 9, 2024
  • Aug 9, 2024 · D · $15,100,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $15.1M from 2 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DI
Pooled Investment Fund

DB Investors Offshore LP

New York, NY · Aug 2, 2024
  • Aug 2, 2024 · D · $217,360,000 sold of Indefinite · 186 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $217.4M from 186 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DI
Pooled Investment Fund

DB Investors LLC

New York, NY · Aug 2, 2024
  • Aug 2, 2024 · D · $395,266,000 sold of Indefinite · 759 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $395.3M from 759 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

WS
Pooled Investment Fund

West Street Capital Partners IX/Private Equity Co-Investment Partners IV Access LLC

New York, NY · Jul 23, 2024
  • Jul 23, 2024 · D · $493,500,000 sold of Indefinite · 844 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $493.5M from 844 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

TI
Pooled Investment Fund

Thrive IX Access Offshore LP

New York, NY · Jul 16, 2024
  • Jul 16, 2024 · D · $39,350,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $39.4M from 52 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

TI
Pooled Investment Fund

Thrive IX Access LLC

New York, NY · Jul 16, 2024
  • Jul 16, 2024 · D · $68,025,000 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $68M from 25 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

TF
Pooled Investment Fund · group: J P Morgan

TVC Fund IX Private Investors, LLC

New York, NY · Jun 5, 2024 → Jul 15, 2024 · 2 filings
  • Jul 15, 2024 · D/A · $649,125,000 sold of Indefinite · 799 investors · min. $50,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗
  • Jun 5, 2024 · D · $518,525,000 sold of Indefinite · 626 investors · min. $50,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗

Raised $649.1M from 799 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PP
Pooled Investment Fund · group: Petershill Millennium

Petershill PES II LLC

New York, NY · Dec 6, 2023 → Jul 11, 2024 · 3 filings
  • Jul 11, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗
  • May 3, 2024 · D/A · $392,725,000 sold of Indefinite · 277 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗
  • Dec 6, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $392.7M from 277 investors as of the latest filing. Richard is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CG
Pooled Investment Fund · group: J P Morgan

Coatue Growth Fund V-B II Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jul 10, 2024
  • Jul 10, 2024 · D · $33,250,000 sold of Indefinite · 29 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $33.3M from 29 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

CG
Pooled Investment Fund · group: J P Morgan

Coatue Growth Fund V-B II Private Investors, L.L.C.

New York, NY · Jul 10, 2024
  • Jul 10, 2024 · D · $47,000,000 sold of Indefinite · 66 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $47M from 66 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

CG
Pooled Investment Fund · group: J P Morgan

Coatue Growth Fund V-B Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Aug 18, 2023 → Jul 10, 2024 · 3 filings
  • Jul 10, 2024 · D/A · $210,049,500 sold of Indefinite · 379 investors · min. $50,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • Oct 6, 2023 · D/A · $192,324,500 sold of Indefinite · 353 investors · min. $50,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • Aug 18, 2023 · D · $149,445,000 sold of Indefinite · 281 investors · min. $50,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $210M from 379 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

VC
Pooled Investment Fund · group: Venture

Venture Capital Managers II LLC

New York, NY · Dec 27, 2023 → Jul 9, 2024 · 3 filings
  • Jul 9, 2024 · D/A · $64,680,000 sold of Indefinite · 135 investors · min. No minimum reported · role: Director (Manager of the Issuer's Managing Member) EDGAR ↗
  • May 13, 2024 · D/A · $64,680,000 sold of Indefinite · 134 investors · min. No minimum reported · role: Director (Manager of the Issuer's Managing Member) EDGAR ↗
  • Dec 27, 2023 · D · $55,480,000 sold of Indefinite · 110 investors · min. No minimum reported · role: Director (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $64.7M from 135 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

SD
Pooled Investment Fund

STRWD Distressed Opportunities XIII Access LLC

New York, NY · Jul 9, 2024
  • Jul 9, 2024 · D · $81,705,000 sold of Indefinite · 104 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $81.7M from 104 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DG
Pooled Investment Fund · group: Alphakeys

DFJ Growth V Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Dec 27, 2023 → Jul 2, 2024 · 4 filings
  • Jul 2, 2024 · D/A · $331,000,000 sold of Indefinite · 247 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗
  • Apr 30, 2024 · D/A · $225,650,000 sold of Indefinite · 191 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗
  • Mar 28, 2024 · D/A · $191,650,000 sold of Indefinite · 163 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗
  • Dec 27, 2023 · D · $160,100,000 sold of Indefinite · 122 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $331M from 247 investors as of the latest filing. Richard is listed as director on 4 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.

TA
Pooled Investment Fund · group: Tpg

TPG AG Credit Solutions III & Annex Access LLC

New York, NY · Jun 28, 2024
  • Jun 28, 2024 · D · $61,815,000 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of the Issuer) EDGAR ↗

Raised $61.8M from 43 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

OA
Pooled Investment Fund · group: J P Morgan

Opportunistic Access Master Fund, L.P.

New York, NY · May 26, 2022 → Jun 3, 2024 · 3 filings
  • Jun 3, 2024 · D/A · $214,629,438 sold of Indefinite · 14 investors · min. No minimum reported · role: Director (Director of Opportunistic Access Master Fund GP, Ltd., the Issuer's general partner) EDGAR ↗
  • May 31, 2023 · D/A · $211,449,438 sold of Indefinite · 7 investors · min. No minimum reported · role: Director (Director of Opportunistic Access Master Fund GP, Ltd., the Issuer's general partner) EDGAR ↗
  • May 26, 2022 · D/A · $111,449,438 sold of Indefinite · 7 investors · min. No minimum reported · role: Director (Director of Opportunistic Access Master Fund GP, Ltd., the Issuer's general partner) EDGAR ↗

Raised $214.6M from 14 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

OA
Pooled Investment Fund · group: J P Morgan

Opportunistic Access Feeder Fund, Ltd.

New York, NY · May 26, 2022 → Jun 3, 2024 · 3 filings
  • Jun 3, 2024 · D/A · $127,466,371 sold of Indefinite · 30 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 31, 2023 · D/A · $118,432,371 sold of Indefinite · 22 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 26, 2022 · D/A · $105,972,371 sold of Indefinite · 22 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $127.5M from 30 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

PE
Pooled Investment Fund

Private Equity Managers (2024) LP

New York, NY · Nov 28, 2023 → May 22, 2024 · 2 filings
  • May 22, 2024 · D/A · $1,378,725,000 sold of Indefinite · 1,385 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Nov 28, 2023 · D · $642,440,000 sold of Indefinite · 679 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $1.38B from 1,385 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PS
Pooled Investment Fund · group: Patient Square

Patient Square Equity Partners II Access Offshore LP

New York, NY · May 20, 2024
  • May 20, 2024 · D · $2,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

PS
Pooled Investment Fund · group: Patient Square

Patient Square Equity Partners II Access LLC

New York, NY · May 20, 2024
  • May 20, 2024 · D · $98,225,000 sold of Indefinite · 109 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $98.2M from 109 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

EF
Pooled Investment Fund

E&F Private Equity Managers (2024) Offshore LP

New York, NY · Nov 28, 2023 → May 13, 2024 · 2 filings
  • May 13, 2024 · D/A · $393,650,000 sold of Indefinite · 160 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Nov 28, 2023 · D · $170,710,000 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $393.6M from 160 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AD
Pooled Investment Fund · group: Ares Direct

Ares Sr Direct Lending III Access Parallel LP

New York, NY · Apr 2, 2024 → May 13, 2024 · 2 filings
  • May 13, 2024 · D/A · $26,100,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Apr 2, 2024 · D · $26,100,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $26.1M from 17 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AD
Pooled Investment Fund · group: Ares Direct

Ares Sr Direct Lending III Access LLC

New York, NY · Apr 2, 2024 → May 13, 2024 · 2 filings
  • May 13, 2024 · D/A · $165,200,000 sold of Indefinite · 138 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of the Issuer) EDGAR ↗
  • Apr 2, 2024 · D · $165,200,000 sold of Indefinite · 138 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of the Issuer) EDGAR ↗

Raised $165.2M from 138 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VR
Pooled Investment Fund

Vintage Real Estate Partners III LP

New York, NY · Sep 26, 2022 → May 13, 2024 · 4 filings
  • May 13, 2024 · D/A · $1,147,850,000 sold of Indefinite · 578 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Mar 13, 2024 · D/A · $1,115,800,000 sold of Indefinite · 569 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Mar 13, 2023 · D/A · $672,350,000 sold of Indefinite · 295 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Sep 26, 2022 · D · $263,950,000 sold of Indefinite · 70 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $1.15B from 578 investors as of the latest filing. Richard is listed as executive officer on 4 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.

PC
Pooled Investment Fund

Private Credit Managers (2024) Offshore LP

New York, NY · Jan 18, 2024 → May 13, 2024 · 2 filings
  • May 13, 2024 · D/A · $189,260,000 sold of Indefinite · 130 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Jan 18, 2024 · D · $141,740,000 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $189.3M from 130 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GX
Pooled Investment Fund · group: Gtcr

GTCR XIV Access Offshore LP

New York, NY · May 16, 2023 → May 8, 2024 · 2 filings
  • May 8, 2024 · D/A · $365,835,000 sold of Indefinite · 161 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • May 16, 2023 · D · $365,835,000 sold of Indefinite · 161 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $365.8M from 161 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GX
Pooled Investment Fund · group: Gtcr

GTCR XIV Access LLC

New York, NY · May 16, 2023 → May 8, 2024 · 2 filings
  • May 8, 2024 · D/A · $594,230,000 sold of Indefinite · 617 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • May 16, 2023 · D · $594,230,000 sold of Indefinite · 617 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $594.2M from 617 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

HI
Pooled Investment Fund

Haveli Investments Software I Access LLC

New York, NY · May 3, 2024
  • May 3, 2024 · D · $192,140,000 sold of Indefinite · 236 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $192.1M from 236 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DG
Pooled Investment Fund · group: J P Morgan

DFJ Growth V Private Investors, LLC

New York, NY · Dec 27, 2023 → Apr 30, 2024 · 3 filings
  • Apr 30, 2024 · D/A · $232,145,000 sold of Indefinite · 328 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗
  • Mar 28, 2024 · D/A · $200,625,000 sold of Indefinite · 283 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗
  • Dec 27, 2023 · D · $130,175,000 sold of Indefinite · 177 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗

Raised $232.1M from 328 investors as of the latest filing. Richard is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

HI
Pooled Investment Fund

H.I.G. Private Equity Opportunities Access Offshore LP

New York, NY · Apr 23, 2024
  • Apr 23, 2024 · D · $279,149,761 sold of Indefinite · 161 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $279.1M from 161 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

HI
Pooled Investment Fund

H.I.G. Private Equity Opportunities Access LLC

New York, NY · Apr 23, 2024
  • Apr 23, 2024 · D · $705,935,000 sold of Indefinite · 843 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $705.9M from 843 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BO
Pooled Investment Fund

Blue Owl Real Estate VI Access LLC

New York, NY · Jun 29, 2023 → Mar 12, 2024 · 2 filings
  • Mar 12, 2024 · D/A · $275,695,000 sold of Indefinite · 368 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • Jun 29, 2023 · D · $115,926,000 sold of Indefinite · 153 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $275.7M from 368 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CS
Pooled Investment Fund · group: J P Morgan

Coatue Structured Fund Private Investors, LLC

New York, NY · Oct 19, 2022 → Feb 8, 2024 · 4 filings
  • Feb 8, 2024 · D/A · $178,350,000 sold of Indefinite · 236 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗
  • Feb 7, 2023 · D/A · $170,700,000 sold of Indefinite · 230 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗
  • Dec 8, 2022 · D/A · $153,550,000 sold of Indefinite · 209 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗
  • Oct 19, 2022 · D · $105,500,000 sold of Indefinite · 148 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗

Raised $178.3M from 236 investors as of the latest filing. Richard is listed as executive officer on 4 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.

DC
Pooled Investment Fund · group: J P Morgan

Diameter Credit (BDC) Access LP

New York, NY · Dec 27, 2023
  • Dec 27, 2023 · D · $123,960,000 sold of Indefinite · 129 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $124M from 129 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BX
Pooled Investment Fund

Berkshire XI Access Offshore LP

New York, NY · Dec 26, 2023
  • Dec 26, 2023 · D · $332,100,000 sold of Indefinite · 262 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $332.1M from 262 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BX
Pooled Investment Fund

Berkshire XI Access LLC

New York, NY · Dec 26, 2023
  • Dec 26, 2023 · D · $905,960,000 sold of Indefinite · 1,084 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $906M from 1,084 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund

Cerberus Institutional Real Estate Partners VI Access LLC

New York, NY · Dec 22, 2023
  • Dec 22, 2023 · D · $98,565,000 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $98.6M from 111 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

EI
Pooled Investment Fund

EQT Infrastructure VI Access LLC

New York, NY · Dec 20, 2023
  • Dec 20, 2023 · D · $11,350,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $11.3M from 26 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CC
Pooled Investment Fund · group: J P Morgan

Clearlake Capital Partners VIII Private Investors Offshore, L.P.

New York, NY · Dec 14, 2023
  • Dec 14, 2023 · D · $254,525,000 sold of Indefinite · 151 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $254.5M from 151 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

CC
Pooled Investment Fund · group: J P Morgan

Clearlake Capital Partners VIII Private Investors, LLC

New York, NY · Dec 14, 2023
  • Dec 14, 2023 · D · $173,050,000 sold of Indefinite · 206 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $173.1M from 206 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

TG
Pooled Investment Fund · group: Alphakeys

TPG GP Solutions Private Investors Offshore, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Dec 7, 2022 → Dec 6, 2023 · 2 filings
  • Dec 6, 2023 · D/A · $16,050,000 sold of Indefinite · 10 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗
  • Dec 7, 2022 · D · $16,050,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗

Raised $16.1M from 10 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TG
Pooled Investment Fund · group: J P Morgan

TPG GP Solutions Private Investors, LLC

New York, NY · Dec 7, 2022 → Dec 6, 2023 · 2 filings
  • Dec 6, 2023 · D/A · $40,400,000 sold of Indefinite · 46 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers.) EDGAR ↗
  • Dec 7, 2022 · D · $39,400,000 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (Member, Board of Managers.) EDGAR ↗

Raised $40.4M from 46 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CS
Pooled Investment Fund · group: J P Morgan

Coatue Structured Fund Private Investors Offshore, L.P.

Camana Bay, Grand Caymen, Cayman Islands (as filed: E9) · Oct 19, 2022 → Dec 5, 2023 · 3 filings
  • Dec 5, 2023 · D/A · $79,150,000 sold of Indefinite · 92 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗
  • Dec 8, 2022 · D/A · $72,300,000 sold of Indefinite · 84 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗
  • Oct 19, 2022 · D · $58,900,000 sold of Indefinite · 64 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $79.2M from 92 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

VR
Pooled Investment Fund

Vintage Real Estate Partners III (International) Offshore Feeder K LP

New York, NY · Nov 20, 2023
  • Nov 20, 2023 · D · $80,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $80M from 1 investor as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

IP
Pooled Investment Fund · group: Insight

Insight Partners XIII Access Offshore LP

New York, NY · Nov 13, 2023
  • Nov 13, 2023 · D · $9,750,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $9.75M from 6 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

IP
Pooled Investment Fund · group: Insight

Insight Partners XIII Access LLC

New York, NY · Nov 13, 2023
  • Nov 13, 2023 · D · $133,300,000 sold of Indefinite · 217 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $133.3M from 217 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CG
Pooled Investment Fund · group: J P Morgan

Coatue Growth Fund V-B Private Investors, L.L.C.

New York, NY · Aug 18, 2023 → Oct 6, 2023 · 2 filings
  • Oct 6, 2023 · D/A · $388,561,250 sold of Indefinite · 791 investors · min. $50,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • Aug 18, 2023 · D · $350,286,250 sold of Indefinite · 703 investors · min. $50,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $388.6M from 791 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VI
Pooled Investment Fund · group: Vintage Infrastructure

Vintage Infrastructure Partners (G) Offshore LP

New York, NY · Sep 21, 2023
  • Sep 21, 2023 · D · $300,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $300M from 1 investor as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: J P Morgan

Select Credit Opportunities Offshore Fund II, L.P.

New York, NY · Sep 13, 2022 → Sep 21, 2023 · 2 filings
  • Sep 21, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Select Credit Opportunities Offshore Fund II GP, Ltd., the Issuer's General Partner) EDGAR ↗
  • Sep 13, 2022 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of Select Credit Opportunities Offshore Fund II GP, Ltd., the Issuer's General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TL
Pooled Investment Fund · group: Tpg Life Sciences Innovations

TPG Life Sciences Innovations Access Offshore LP

New York, NY · Sep 13, 2022 → Sep 8, 2023 · 2 filings
  • Sep 8, 2023 · D/A · $9,000,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer) EDGAR ↗
  • Sep 13, 2022 · D · $250,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $9M from 8 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TL
Pooled Investment Fund · group: Tpg Life Sciences Innovations

TPG Life Sciences Innovations Access LLC

New York, NY · Sep 13, 2022 → Sep 8, 2023 · 2 filings
  • Sep 8, 2023 · D/A · $134,555,000 sold of Indefinite · 176 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗
  • Sep 13, 2022 · D · $9,350,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $134.6M from 176 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

DI
Pooled Investment Fund

DCT Investors LLC

New York, NY · Aug 15, 2023
  • Aug 15, 2023 · D · $47,780,000 sold of Indefinite · 110 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $47.8M from 110 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AS
Pooled Investment Fund

Alpinvest Secondaries VIII Access LLC

New York, NY · Aug 8, 2023
  • Aug 8, 2023 · D · $367,525,000 sold of Indefinite · 425 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $367.5M from 425 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GC
Pooled Investment Fund

General Catalyst XII Access LLC

New York, NY · Aug 3, 2023
  • Aug 3, 2023 · D · $74,100,000 sold of Indefinite · 79 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $74.1M from 79 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

OR
Pooled Investment Fund · group: J P Morgan

OrbiMed Royalties IV Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jul 27, 2023
  • Jul 27, 2023 · D · $39,650,000 sold of Indefinite · 34 investors · min. $100,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $39.6M from 34 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

GV
Pooled Investment Fund · group: J P Morgan

GCO V Private Investors, LLC

New York, NY · Jul 26, 2023
  • Jul 26, 2023 · D · $104,550,000 sold of Indefinite · 107 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗

Raised $104.5M from 107 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GV
Pooled Investment Fund

GCO V Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jul 26, 2023
  • Jul 26, 2023 · D · $71,725,000 sold of Indefinite · 41 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $71.7M from 41 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund

Silver Point DOIP II Access Offshore LP

New York, NY · Jul 26, 2023
  • Jul 26, 2023 · D · $24,550,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $24.6M from 18 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund

Silver Point DOIP II Access LLC

New York, NY · Jul 26, 2023
  • Jul 26, 2023 · D · $536,300,000 sold of Indefinite · 533 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Manager) EDGAR ↗

Raised $536.3M from 533 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AS
Pooled Investment Fund

American Securities Partners IX Access LLC

New York, NY · Jul 12, 2023 → Jul 13, 2023 · 2 filings
  • Jul 13, 2023 · D/A · $92,685,000 sold of Indefinite · 103 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • Jul 12, 2023 · D · $92,685,000 sold of Indefinite · 103 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $92.7M from 103 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VR
Pooled Investment Fund

Vintage Real Estate Partners III Offshore (GO) LP

New York, NY · Jul 10, 2023
  • Jul 10, 2023 · D · $200,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

VR
Pooled Investment Fund

Vintage Real Estate Partners III Offshore (G) LP

New York, NY · Jul 10, 2023
  • Jul 10, 2023 · D · $200,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

PF
Pooled Investment Fund

PEV Fiji Master Holdings LP

New York, NY · Jul 7, 2023
  • Jul 7, 2023 · D · $1,843,921,918 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $1.84B from 2 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DG
Pooled Investment Fund · group: Dragoneer

Dragoneer Global II Access Offshore Ltd

New York, NY · Jul 7, 2023
  • Jul 7, 2023 · D · $31,000,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $31M from 28 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

DG
Pooled Investment Fund · group: Dragoneer

Dragoneer Global II Access LLC

New York, NY · Jul 7, 2023
  • Jul 7, 2023 · D · $80,715,000 sold of Indefinite · 81 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $80.7M from 81 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AP
Pooled Investment Fund · group: J P Morgan

AEPF IV Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jul 7, 2023
  • Jul 7, 2023 · D · $69,350,000 sold of Indefinite · 28 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $69.3M from 28 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

AP
Pooled Investment Fund · group: J P Morgan

AEPF IV Private Investors, LLC

New York, NY · Jul 7, 2023
  • Jul 7, 2023 · D · $36,775,000 sold of Indefinite · 24 investors · min. $150,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $36.8M from 24 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

CC
Pooled Investment Fund · group: J P Morgan

CPI (Carlyle Property) Private Investors Offshore, L.P.

New York, NY · Apr 13, 2022 → Jul 6, 2023 · 3 filings
  • Jul 6, 2023 · D/A · $29,410,000 sold of Indefinite · 16 investors · min. $100,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗
  • Apr 12, 2023 · D/A · $26,250,000 sold of Indefinite · 13 investors · min. $100,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗
  • Apr 13, 2022 · D/A · $25,850,000 sold of Indefinite · 12 investors · min. $100,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $29.4M from 16 investors as of the latest filing. Richard is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

MP
Pooled Investment Fund

Mountain Private Equity Partners LLC

New York, NY · Jun 26, 2023
  • Jun 26, 2023 · D · $100,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

IV
Pooled Investment Fund · group: J P Morgan

Industry Ventures X Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 14, 2023 → Jun 14, 2023 · 2 filings
  • Jun 14, 2023 · D/A · $217,435,000 sold of Indefinite · 159 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • Apr 14, 2023 · D · $189,650,000 sold of Indefinite · 139 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $217.4M from 159 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

IV
Pooled Investment Fund · group: J P Morgan

Industry Ventures X Private Investors, LLC

New York, NY · Apr 14, 2023 → Jun 14, 2023 · 2 filings
  • Jun 14, 2023 · D/A · $282,565,000 sold of Indefinite · 353 investors · min. $75,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • Apr 14, 2023 · D · $209,575,000 sold of Indefinite · 276 investors · min. $75,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $282.6M from 353 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CC
Pooled Investment Fund · group: Cv Clean Energy

CV Clean Energy II Access LLC

New York, NY · Jun 5, 2023
  • Jun 5, 2023 · D · $22,650,000 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $22.6M from 34 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

OR
Pooled Investment Fund · group: J P Morgan

OrbiMed Royalties IV Private Investors, LLC

New York, NY · Dec 20, 2022 → May 8, 2023 · 2 filings
  • May 8, 2023 · D/A · $70,550,000 sold of Indefinite · 88 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • Dec 20, 2022 · D · $38,450,000 sold of Indefinite · 56 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $70.5M from 88 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TG
Pooled Investment Fund · group: Tiger

Tiger Global Crossover Access Offshore LP

New York, NY · May 5, 2022 → May 4, 2023 · 2 filings
  • May 4, 2023 · D/A · $19,550,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • May 5, 2022 · D · $14,550,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $19.6M from 21 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TG
Pooled Investment Fund · group: Tiger

Tiger Global Crossover Access LLC

New York, NY · May 5, 2022 → May 4, 2023 · 2 filings
  • May 4, 2023 · D/A · $491,700,000 sold of Indefinite · 535 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗
  • May 5, 2022 · D · $450,675,000 sold of Indefinite · 487 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $491.7M from 535 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CR
Pooled Investment Fund

CD&R Fund XII Private Investors Cayman, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Sep 28, 2022 → Apr 25, 2023 · 2 filings
  • Apr 25, 2023 · D/A · $79,650,000 sold of Indefinite · 41 investors · min. No minimum reported · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗
  • Sep 28, 2022 · D · $76,150,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗

Raised $79.7M from 41 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CR
Pooled Investment Fund · group: J P Morgan

CD&R Fund XII Private Investors, LLC

New York, NY · Sep 28, 2022 → Apr 25, 2023 · 2 filings
  • Apr 25, 2023 · D/A · $441,040,000 sold of Indefinite · 410 investors · min. No minimum reported · role: Executive Officer (Member, Board of Managers.) EDGAR ↗
  • Sep 28, 2022 · D · $379,190,000 sold of Indefinite · 349 investors · min. No minimum reported · role: Executive Officer (Member, Board of Managers.) EDGAR ↗

Raised $441M from 410 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VI
Pooled Investment Fund

Vintage IX B2 Offshore LP

New York, NY · Apr 11, 2023
  • Apr 11, 2023 · D · $850,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗

Raised $850M from 2 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

SV
Pooled Investment Fund

Strategic Value Capital Solutions II Access LLC

New York, NY · Apr 4, 2023
  • Apr 4, 2023 · D · $147,400,000 sold of Indefinite · 142 investors · min. No minimum reported · role: Executive Officer (Manager of Issuer's Managing Member) EDGAR ↗

Raised $147.4M from 142 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DD
Pooled Investment Fund · group: J P Morgan

Diameter Dislocation Fund II Private Investors, LLC

New York, NY · Mar 31, 2023
  • Mar 31, 2023 · D · $99,775,000 sold of Indefinite · 103 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers.) EDGAR ↗

Raised $99.8M from 103 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DD
Pooled Investment Fund · group: J P Morgan

Diameter Dislocation Fund II Private Investors Offshore, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Mar 31, 2023
  • Mar 31, 2023 · D · $41,050,000 sold of Indefinite · 26 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗

Raised $41M from 26 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

IV
Pooled Investment Fund · group: Institutional Venture

Institutional Venture Partners XVIII Access LLC

New York, NY · Mar 30, 2023
  • Mar 30, 2023 · D · $47,100,000 sold of Indefinite · 45 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $47.1M from 45 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CG
Pooled Investment Fund · group: Ctld

CTLD Growth & Income Access Offshore LP

New York, NY · Mar 29, 2023
  • Mar 29, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

NM
Pooled Investment Fund

New Mountain Partners VII & Strategic Equity II Access LLC

New York, NY · Mar 29, 2023
  • Mar 29, 2023 · D · $279,600,000 sold of Indefinite · 209 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $279.6M from 209 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VI
Pooled Investment Fund

Vintage IX A LP

New York, NY · Mar 21, 2022 → Mar 17, 2023 · 3 filings
  • Mar 17, 2023 · D/A · $698,600,000 sold of Indefinite · 556 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗
  • Mar 22, 2022 · D/A · $344,350,000 sold of Indefinite · 220 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Mar 21, 2022 · D · $344,350,000 sold of Indefinite · 220 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $698.6M from 556 investors as of the latest filing. Richard is listed as director, executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VI
Pooled Investment Fund · group: Vintage Infrastructure

Vintage Infrastructure Partners LP

New York, NY · Mar 14, 2022 → Mar 14, 2023 · 2 filings
  • Mar 14, 2023 · D/A · $138,750,000 sold of Indefinite · 130 investors · min. No minimum reported · role: Director (Manager of the Issuer's General Partner) EDGAR ↗
  • Mar 14, 2022 · D · $121,650,000 sold of Indefinite · 112 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $138.8M from 130 investors as of the latest filing. Richard is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VI
Pooled Investment Fund

Vintage IX B LP

New York, NY · Mar 21, 2022 → Mar 13, 2023 · 2 filings
  • Mar 13, 2023 · D/A · $4,625,901,400 sold of Indefinite · 1,698 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗
  • Mar 21, 2022 · D · $2,626,701,400 sold of Indefinite · 1,117 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $4.63B from 1,698 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Primavera

Primavera Capital (Cayman) Group 4B L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 8, 2023
  • Mar 8, 2023 · D · $7,550,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $7.55M from 8 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: Sandbrook Climate Infrastructure

Sandbrook Climate Infrastructure I Access Offshore LP

Cayman Islands, Cayman Islands (as filed: E9) · Feb 17, 2023
  • Feb 17, 2023 · D · $4,200,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Manager of Issuer's General Partner) EDGAR ↗

Raised $4.2M from 6 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: Sandbrook Climate Infrastructure

Sandbrook Climate Infrastructure I Access LLC

New York, NY · Feb 17, 2023
  • Feb 17, 2023 · D · $26,850,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $26.9M from 35 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund

Private Credit Managers (2023) Offshore LP

New York, NY · Jan 13, 2023
  • Jan 13, 2023 · D · $119,825,000 sold of Indefinite · 79 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $119.8M from 79 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

LO
Pooled Investment Fund

LS Opportunities Access Offshore LP

New York, NY · Jan 9, 2023
  • Jan 9, 2023 · D · $14,050,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $14.1M from 7 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

LO
Pooled Investment Fund

LS Opportunities Access LLC

New York, NY · Jan 9, 2023
  • Jan 9, 2023 · D · $81,010,000 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $81M from 101 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

KC
Pooled Investment Fund

KSL Capital Partners VI Access Offshore LP

New York, NY · Jan 6, 2023
  • Jan 6, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

KC
Pooled Investment Fund

KSL Capital Partners VI Access LLC

New York, NY · Jan 6, 2023
  • Jan 6, 2023 · D · $18,750,000 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $18.8M from 32 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CS
Pooled Investment Fund · group: Cerberus Supply Chain

Cerberus Supply Chain Opportunities Access LLC

New York, NY · Jan 5, 2023
  • Jan 5, 2023 · D · $217,375,000 sold of Indefinite · 220 investors · min. No minimum reported · role: Executive Officer (Manager of the Manager of the Issuer) EDGAR ↗

Raised $217.4M from 220 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BR
Pooled Investment Fund

BX Real Estate Partners X Access LLC

New York, NY · Jan 3, 2023
  • Jan 3, 2023 · D · $97,600,000 sold of Indefinite · 103 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $97.6M from 103 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PS
Pooled Investment Fund · group: Pretium

Pretium Single Family Rental VI Access Offshore LP

New York, NY · Dec 30, 2022
  • Dec 30, 2022 · D · $2,500,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $2.5M from 2 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

PS
Pooled Investment Fund · group: Pretium

Pretium Single Family Rental VI Access LLC

New York, NY · Dec 30, 2022
  • Dec 30, 2022 · D · $32,800,000 sold of Indefinite · 51 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $32.8M from 51 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

CR
Pooled Investment Fund · group: Cd And R Xii Flagship

CD&R XII Flagship Access Offshore LP

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

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

Latest filing on EDGAR ↗
Sources

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

CR
Pooled Investment Fund · group: Cd And R Xii Flagship

CD&R XII Flagship Access LLC

New York, NY · Dec 29, 2022
  • Dec 29, 2022 · D · $125,200,000 sold of Indefinite · 160 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $125.2M from 160 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PE
Pooled Investment Fund

Private Equity Managers (2023) LP

New York, NY · Dec 27, 2022
  • Dec 27, 2022 · D · $588,225,000 sold of Indefinite · 712 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $588.2M from 712 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

EF
Pooled Investment Fund

E&F Private Equity Managers (2023) Offshore LP

Ny, NY · Dec 27, 2022
  • Dec 27, 2022 · D · $186,875,000 sold of Indefinite · 73 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $186.9M from 73 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund

SLR Private Credit II (BDC) Access LP

New York, NY · Dec 22, 2022
  • Dec 22, 2022 · D · $65,055,000 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $65.1M from 44 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

WG
Pooled Investment Fund · group: Alphakeys

WP Growth 14 Private Investors Offshore, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jun 15, 2022 → Nov 16, 2022 · 2 filings
  • Nov 16, 2022 · D/A · $107,950,000 sold of Indefinite · 76 investors · min. $500,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗
  • Jun 15, 2022 · D · $107,950,000 sold of Indefinite · 76 investors · min. $500,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗

Raised $108M from 76 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SV
Pooled Investment Fund · group: J P Morgan

SLP VII Private Investors, LLC

New York, NY · Jun 15, 2022 → Nov 16, 2022 · 2 filings
  • Nov 16, 2022 · D/A · $485,940,000 sold of Indefinite · 502 investors · min. $500,000 · role: Executive Officer (Member, Board of Managers.) EDGAR ↗
  • Jun 15, 2022 · D · $485,940,000 sold of Indefinite · 502 investors · min. $500,000 · role: Executive Officer (Member, Board of Managers.) EDGAR ↗

Raised $485.9M from 502 investors as of the latest filing. Richard is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SV
Pooled Investment Fund · group: Alphakeys

SLP VII Private Investors Offshore, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jun 15, 2022 → Nov 15, 2022 · 2 filings
  • Nov 15, 2022 · D/A · $337,675,000 sold of Indefinite · 247 investors · min. $500,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗
  • Jun 15, 2022 · D · $337,675,000 sold of Indefinite · 247 investors · min. $500,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗

Raised $337.7M from 247 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CI
Pooled Investment Fund · group: Chalkstream

Chalkstream Investment Fund (International), Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Oct 31, 2022
  • Oct 31, 2022 · D/A · $145,271,941 sold of Indefinite · 15 investors · min. $100,000 · role: Director EDGAR ↗

Raised $147M from 15 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund

SLR Private Credit II Access LLC

New York, NY · Oct 24, 2022
  • Oct 24, 2022 · D · $223,450,000 sold of Indefinite · 278 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $223.4M from 278 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GA
Pooled Investment Fund

General Atlantic Investment Partners 2022 Access Offshore LP

New York, NY · Sep 23, 2022
  • Sep 23, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

GA
Pooled Investment Fund

General Atlantic Investment Partners 2022 Access LLC

New York, NY · Sep 23, 2022
  • Sep 23, 2022 · D · $29,550,000 sold of Indefinite · 52 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $29.6M from 52 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PP
Pooled Investment Fund

PES Prescott Investors LP

New York, NY · Sep 22, 2022
  • Sep 22, 2022 · D · $54,705,000 sold of Indefinite · 84 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $54.7M from 84 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AS
Pooled Investment Fund · group: Arctos

Arctos Sports Partners II Access LLC

New York, NY · Sep 9, 2022
  • Sep 9, 2022 · D · $20,410,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $20.4M from 40 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DO
Pooled Investment Fund · group: Drive

Drive Opportunities Access Offshore LP

New York, NY · Sep 6, 2022
  • Sep 6, 2022 · D · $10,950,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $10.9M from 13 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

KS
Pooled Investment Fund · group: King Street

King Street Global Drawdown II Access Offshore LP

New York, NY · Sep 6, 2022
  • Sep 6, 2022 · D · $68,550,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $68.5M from 15 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

DO
Pooled Investment Fund · group: Drive

Drive Opportunities Access LLC

New York, NY · Sep 6, 2022
  • Sep 6, 2022 · D · $95,210,000 sold of Indefinite · 153 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $95.2M from 153 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

KS
Pooled Investment Fund · group: King Street

King Street Global Drawdown II Access LLC

New York, NY · Sep 6, 2022
  • Sep 6, 2022 · D · $277,035,000 sold of Indefinite · 373 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $277M from 373 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AI
Pooled Investment Fund · group: Aea

AEA Investors VIII Access Offshore LP

New York, NY · Aug 18, 2022
  • Aug 18, 2022 · D · $1,500,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Manager of Issuer's General Partner) EDGAR ↗

Raised $1.5M from 1 investor as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AI
Pooled Investment Fund · group: Aea

AEA Investors VIII Access LLC

New York, NY · Aug 18, 2022
  • Aug 18, 2022 · D · $39,300,000 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $39.3M from 47 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

WB
Pooled Investment Fund · group: Wellington Biomedical Innovation

Wellington Biomedical Innovation II Access Offshore LP

New York, NY · Aug 8, 2022
  • Aug 8, 2022 · D · $1,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the Issuer) EDGAR ↗

Raised $1M from 2 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

WB
Pooled Investment Fund · group: Wellington Biomedical Innovation

Wellington Biomedical Innovation II Access LLC

New York, NY · Aug 8, 2022
  • Aug 8, 2022 · D · $40,200,000 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Manager of the Managing Member of the Issuer) EDGAR ↗

Raised $40.2M from 64 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AX
Pooled Investment Fund

Apollo X Global Access Offshore LP

New York, NY · Aug 5, 2022
  • Aug 5, 2022 · D · $2,600,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $2.6M from 3 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

AX
Pooled Investment Fund

Apollo X Global Access LLC

New York, NY · Aug 5, 2022
  • Aug 5, 2022 · D · $336,310,000 sold of Indefinite · 405 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $336.3M from 405 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VI
Pooled Investment Fund

Vintage IX/Vintage Real Estate Partners III Access LP

New York, NY · Aug 2, 2022
  • Aug 2, 2022 · D · $250,095,000 sold of Indefinite · 557 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $250.1M from 557 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VG
Pooled Investment Fund

Viola Growth IV Access LP

New York, NY · Aug 1, 2022
  • Aug 1, 2022 · D · $35,950,000 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $36M from 68 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

MS
Pooled Investment Fund · group: Menlo

Menlo Special Opportunities III Access Offshore LP

New York, NY · Jul 22, 2022
  • Jul 22, 2022 · D · $9,050,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $9.05M from 7 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

MS
Pooled Investment Fund · group: Menlo

Menlo Special Opportunities III Access LLC

New York, NY · Jul 22, 2022
  • Jul 22, 2022 · D · $95,025,000 sold of Indefinite · 143 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $95M from 143 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

HO
Pooled Investment Fund · group: J P Morgan

HGV OCF II Private Investors Offshore, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Jul 13, 2022
  • Jul 13, 2022 · D · $78,650,000 sold of Indefinite · 42 investors · min. $500,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $78.7M from 42 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

HO
Pooled Investment Fund · group: J P Morgan

HGV OCF II Private Investors, LLC

New York, NY · Jul 13, 2022
  • Jul 13, 2022 · D · $35,220,000 sold of Indefinite · 42 investors · min. $500,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗

Raised $35.2M from 42 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

N1
Pooled Investment Fund · group: J P Morgan

NEA 18 Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 27, 2022 → Jun 30, 2022 · 2 filings
  • Jun 30, 2022 · D/A · $148,625,000 sold of Indefinite · 120 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • Apr 27, 2022 · D · $127,525,000 sold of Indefinite · 96 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $148.6M from 120 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

N1
Pooled Investment Fund · group: J P Morgan

NEA 18 Private Investors, LLC

New York, NY · Apr 27, 2022 → Jun 30, 2022 · 2 filings
  • Jun 30, 2022 · D/A · $164,575,000 sold of Indefinite · 213 investors · min. $150,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • Apr 27, 2022 · D · $129,150,000 sold of Indefinite · 148 investors · min. $150,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $164.6M from 213 investors as of the latest filing. Richard is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

WG
Pooled Investment Fund · group: J P Morgan

WP Growth 14 Private Investors, LLC

New York, NY · Jun 15, 2022
  • Jun 15, 2022 · D · $185,325,000 sold of Indefinite · 214 investors · min. $500,000 · role: Executive Officer (Member, Board of Managers.) EDGAR ↗

Raised $185.3M from 214 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PC
Pooled Investment Fund · group: Primavera

Primavera Capital Fund IV L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Jun 1, 2022
  • Jun 1, 2022 · D/A · $1,172,279,103 sold of Indefinite · 45 investors · min. $250,000 · role: Director (Director of the General Partner) EDGAR ↗

Raised $1.17B from 45 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund · group: Axonic

Axonic Commercial Real Estate Debt Fund, Ltd.

New York, NY · May 13, 2022
  • May 13, 2022 · D/A · $68,359,556 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer (Director) EDGAR ↗

Raised $68.4M from 13 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BE
Pooled Investment Fund

Black Equity Opportunities Offshore LP

New York, NY · May 9, 2022
  • May 9, 2022 · D · $20,750,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $20.8M from 12 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

BE
Pooled Investment Fund

Black Equity Opportunities LLC

New York, NY · May 9, 2022
  • May 9, 2022 · D · $95,200,000 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $95.2M from 42 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

RC
Pooled Investment Fund · group: Redbird

RedBird Capital Partners IV Access Offshore Feeder LP

New York, NY · May 9, 2022
  • May 9, 2022 · D · $14,900,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $14.9M from 6 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

RC
Pooled Investment Fund · group: Redbird

RedBird Capital Partners IV Access LLC

New York, NY · May 9, 2022
  • May 9, 2022 · D · $164,280,000 sold of Indefinite · 183 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $164.3M from 183 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VE
Pooled Investment Fund

Vista Equity Partners VIII Access Offshore LP

New York, NY · Apr 22, 2022
  • Apr 22, 2022 · D · $2,900,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $2.9M from 7 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VE
Pooled Investment Fund

Vista Equity Partners VIII Access LLC

New York, NY · Apr 22, 2022
  • Apr 22, 2022 · D · $229,415,000 sold of Indefinite · 286 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $229.4M from 286 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

IV
Pooled Investment Fund · group: J P Morgan

Industry Ventures Direct III Access LLC

New York, NY · Apr 13, 2022
  • Apr 13, 2022 · D · $95,050,000 sold of Indefinite · 126 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $95M from 126 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

HA
Pooled Investment Fund

HGGC IV Access LLC

New York, NY · Apr 12, 2022
  • Apr 12, 2022 · D · $77,300,000 sold of Indefinite · 94 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $77.3M from 94 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GA
Pooled Investment Fund · group: Global Atlantic Ivy Invest

Global Atlantic Ivy Co-Invest II Access Offshore LP

New York, NY · Apr 11, 2022
  • Apr 11, 2022 · D · $10,500,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $10.5M from 8 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

GA
Pooled Investment Fund · group: Global Atlantic Ivy Invest

Global Atlantic Ivy Co-Invest II Access LLC

New York, NY · Apr 11, 2022
  • Apr 11, 2022 · D · $218,204,000 sold of Indefinite · 194 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Manager) EDGAR ↗

Raised $218.2M from 194 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PS
Pooled Investment Fund · group: Patient Square

Patient Square Equity Partners Access Offshore LP

New York, NY · Apr 6, 2022
  • Apr 6, 2022 · D · $10,050,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $10.1M from 10 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

PS
Pooled Investment Fund · group: Patient Square

Patient Square Equity Partners Access LLC

New York, NY · Apr 6, 2022
  • Apr 6, 2022 · D · $186,515,000 sold of Indefinite · 243 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $186.5M from 243 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VV
Pooled Investment Fund · group: J P Morgan

Vista VIII Private Investors, LLC

New York, NY · Apr 1, 2022
  • Apr 1, 2022 · D · $142,625,000 sold of Indefinite · 211 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗

Raised $142.6M from 211 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VV
Pooled Investment Fund

Vista VIII Private Investors Offshore, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Apr 1, 2022
  • Apr 1, 2022 · D · $244,800,000 sold of Indefinite · 144 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $244.8M from 144 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

TX
Pooled Investment Fund

TCV XII Access LLC

New York, NY · Mar 31, 2022
  • Mar 31, 2022 · D · $393,790,000 sold of Indefinite · 571 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $393.8M from 571 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BV
Pooled Investment Fund

Battery Ventures Opportunities Access Offshore LP

New York, NY · Mar 22, 2022
  • Mar 22, 2022 · D · $9,070,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $9.07M from 7 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

BV
Pooled Investment Fund

Battery Ventures Opportunities Access LLC

New York, NY · Mar 22, 2022
  • Mar 22, 2022 · D · $181,670,000 sold of Indefinite · 118 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Member) EDGAR ↗

Raised $181.7M from 118 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

VD
Pooled Investment Fund · group: J P Morgan

VP Dislocation Fund II Private Investors Offshore, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Mar 18, 2022
  • Mar 18, 2022 · D · $138,700,000 sold of Indefinite · 90 investors · min. $500,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $138.7M from 90 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

LE
Pooled Investment Fund

LGP Equity Investors IX Access Offshore LP

New York, NY · Mar 7, 2022
  • Mar 7, 2022 · D · $20,550,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's General Partner) EDGAR ↗

Raised $20.6M from 18 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

LE
Pooled Investment Fund

LGP Equity Investors IX Access LLC

New York, NY · Mar 7, 2022
  • Mar 7, 2022 · D · $530,535,000 sold of Indefinite · 666 investors · min. No minimum reported · role: Executive Officer (Manager of the Issuer's Managing Manager) EDGAR ↗

Raised $530.5M from 666 investors as of the latest filing. Richard is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund · group: J P Morgan

SLA II Private Investors Offshore, L.P.

New York, NY · Jan 12, 2022
  • Jan 12, 2022 · D/A · $101,700,000 sold of Indefinite · 71 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $101.7M from 71 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

SP
Pooled Investment Fund · group: J P Morgan

SLA II Private Investors, LLC

New York, NY · Jan 12, 2022
  • Jan 12, 2022 · D/A · $251,800,000 sold of Indefinite · 239 investors · min. $250,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $251.8M from 239 investors as of the latest filing. Richard is listed as director.

Latest filing on EDGAR ↗
Sources

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

Showing the latest 500 of 901 filings; the PDF export and search include all of them.

People around Richard 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.

Executive Officer, Promoter · 174 shared filings (89 issuers) · also on 320 other issuers

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

AC
Management entity

Axonic Capital LLC

Executive Officer, Promoter · 57 shared filings (7 issuers) · also on 23 other issuers

Axonic Capital LLC is on 30 issuers in total — a repeat sponsor. Their page lists every one.

JP
Management entity

J.P. Morgan Alternative Asset Management, Inc.

Promoter, Executive Officer · 49 shared filings (12 issuers) · also on 9 other issuers

J.P. Morgan Alternative Asset Management, Inc. is on 21 issuers in total — a repeat sponsor. Their page lists every one.

JC
Management entity

JPMorgan Chase Bank, N.A.

Executive Officer, Promoter · 23 shared filings (8 issuers) · also on 6 other issuers

JPMorgan Chase Bank, N.A. is on 14 issuers in total — a repeat sponsor. Their page lists every one.

EP
Management entity

Eversept Partners, L.P.

Promoter · 18 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

PC
Management entity

Primavera Capital Management Limited

Executive Officer, Promoter · 14 shared filings (9 issuers) · also on 3 other issuers

Primavera Capital Management Limited is on 12 issuers in total — a repeat sponsor. Their page lists every one.

BE
Management entity

Blue Edge Advisors Pte. Ltd.

Executive Officer · 12 shared filings (1 issuer)

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

FR
Management entity

Fore Research and Management, LP

Executive Officer, Promoter · 10 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

BS
Management entity

B. Seer Capital Management LP

Promoter · 8 shared filings (1 issuer)

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

PC
Management entity

Primavera Capital GP IV Ltd.

Promoter, Director · 7 shared filings (3 issuers)

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

AC
Management entity

Adi Capital Management LLC

Executive Officer, Promoter · 6 shared filings (1 issuer) · also on 5 other issuers

Adi Capital Management LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

KC
Management entity

Kynam Capital Management, LP

Executive Officer, Promoter · 6 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

CC
Management entity

Cerberus Capital Management, II, L.P.

Executive Officer · 4 shared filings (2 issuers) · also on 79 other issuers

Cerberus Capital Management, II, L.P. is on 81 issuers in total — a repeat sponsor. Their page lists every one.

SX
Management entity

SOF XII Private Investors GP Ltd.

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

PC
Management entity

PV Credit Management Ltd

Promoter · 4 shared filings (2 issuers)

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

SC
Management entity

Seer Capital Management LP

Promoter · 3 shared filings (1 issuer) · also on 4 other issuers

Seer Capital Management LP is on 5 issuers in total — a repeat sponsor. Their page lists every one.

SP
Management entity

SPM Products, L.L.C.

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

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

MG
Management entity

Man Global Private Markets (USA) Inc.

Executive Officer · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

MU
Management entity

MURREF (US) GP Inc.

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

MG
Management entity

Man Global Private Markets (UK) Limited

Executive Officer · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

PC
Management entity

Primavera Capital GP III Ltd.

Promoter · 3 shared filings (2 issuers)

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

SX
Management entity

SOF XIII Private Investors GP Ltd.

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Richard Ruffer. Their page shows their other deals.

MF
Management entity

(Matthew) Fore Research & Management, LP

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

Listed on the same filings as Richard Ruffer. 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. Richard Ruffer is listed on 51 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 Richard Ruffer.

PM
Sponsor group

Petershill Millennium

9 issuers · 12 filings · $0 reported sold · 2023–2026

One team, 9 deal companies. Richard Ruffer is listed on 9 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 Richard Ruffer.

P
Sponsor group

Primavera

19 issuers · 32 filings · $2.87B reported sold · 2016–2026

One team, 19 deal companies. Richard Ruffer is listed on 8 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 Richard Ruffer.

A
Sponsor group

Axonic

37 issuers · 220 filings · $6.5B reported sold · 2011–2026

One team, 37 deal companies. Richard Ruffer is listed on 6 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 Richard Ruffer.

G
Sponsor group

Gtcr

5 issuers · 7 filings · $1.89B reported sold · 2023–2026

One team, 5 deal companies. Richard Ruffer 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 Richard Ruffer.

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 127 of the 460 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Eversept Generations Offshore Fund, Ltd., Eversept Global Healthcare Offshore Fund, Ltd., Axonic Special Opportunities SBL Overseas Fund, Ltd., Axonic Multifamily Bridge Overseas Fund, Ltd, Axonic Credit Opportunities Overseas Fund, Ltd., Primavera Venture Partners (Cayman) Group 1A L.P., Primavera Capital (Cayman) Group 4A L.P., Global Access Strategies SPC Ltd., SOF XIII Private Investors Offshore 1, L.P., SOF XIII Private Investors, LLC, Kynam Global Healthcare Offshore Fund, Ltd., Sculptor OF II Private Investors Offshore Ltd., Clarion Private Investors, LLC, Primavera Capital Growth Fund VIII L.P., BW PRIVATE INVESTORS OFFSHORE, LTD., Seer Capital Partners Offshore Fund Ltd., Axonic Systematic Arbitrage Overseas Fund, Ltd., Omni SPC, Ltd., Axonic Residential Mortgage Overseas Fund Ltd., TVC Fund IX Private Investors Offshore, L.P., 475 Fund, Ltd., Emerging Opportunities Fund SPC, Ltd, TVC Fund IX Private Investors, LLC, Coatue Growth Fund V-B Private Investors Offshore, L.P., Coatue Growth Fund V-B II Private Investors Offshore, L.P., Coatue Growth Fund V-B II Private Investors, L.L.C., DFJ Growth V Private Investors Offshore, L.P., Opportunistic Access Feeder Fund, Ltd., Opportunistic Access Master Fund, L.P., DFJ Growth V Private Investors, LLC, Coatue Structured Fund Private Investors, LLC, TPG GP Solutions Private Investors Offshore, L.P., TPG GP Solutions Private Investors, LLC, Coatue Structured Fund Private Investors Offshore, L.P., Coatue Growth Fund V-B Private Investors, L.L.C., Select Credit Opportunities Offshore Fund II, L.P., OrbiMed Royalties IV Private Investors Offshore, L.P., GCO V Private Investors, LLC, GCO V Private Investors Offshore, L.P., AEPF IV Private Investors Offshore, L.P., AEPF IV Private Investors, LLC, CPI (Carlyle Property) Private Investors Offshore, L.P., OrbiMed Royalties IV Private Investors, LLC, CD&R Fund XII Private Investors, LLC, Diameter Dislocation Fund II Private Investors, LLC, Diameter Dislocation Fund II Private Investors Offshore, L.P., Primavera Capital (Cayman) Group 4B L.P., WP Growth 14 Private Investors Offshore, L.P., SLP VII Private Investors, LLC, SLP VII Private Investors Offshore, L.P., HGV OCF II Private Investors Offshore, L.P., HGV OCF II Private Investors, LLC, NEA 18 Private Investors Offshore, L.P., NEA 18 Private Investors, LLC, WP Growth 14 Private Investors, LLC, Primavera Capital Fund IV L.P., Axonic Commercial Real Estate Debt Fund, Ltd., Vista VIII Private Investors, LLC, Vista VIII Private Investors Offshore, L.P., VP Dislocation Fund II Private Investors Offshore, L.P., SLA II Private Investors Offshore, L.P., SLA II Private Investors, LLC, Tiger Global PIP XV Private Investors Offshore, L.P., Vanguard Investment Holdings One (Cayman) L.P., Tiger Global PIP XV Private Investors, L.L.C., Coatue Growth Fund V Private Investors Offshore, L.P., Primavera Capital Fund Investment M L.P., EPP Distressed Debt Fund, Coatue Growth Fund V Private Investors, L.L.C., Ares PCS II Private Investors Offshore, L.P., RC II Private Investors Offshore, L.P., RC II Private Investors, LLC, Primavera Capital Fund Investment K L.P., Ares PCS II Private Investors, LLC, Primavera Venture Partners Fund I L.P., Primavera Capital Fund Investment L L.P., PSG V Private Investors Offshore, L.P., PSG V Private Investors, LLC, SVSS V Private Investors, LLC, SVSS V Private Investors Offshore, L.P., Altaris Health Partners V Private Investors Offshore, L.P., Ares COF VI Private Investors Offshore, L.P., Ares COF VI Private Investors, LLC, SOF XII Private Investors Offshore 2, L.P., SOF XII Private Investors Offshore 1, L.P., SOF XII Private Investors, LLC, DFJ Growth IV Private Investors Offshore, L.P., ND Growth Private Investors Offshore, L.P., ND Growth Private Investors, LLC, Select Credit Opportunities Offshore Fund I, L.P., SLP VI Private Investors Offshore, L.P., SLP VI Private Investors, LLC, Altaris Health Partners V Private Investors, LLC, Man GPM US Residential Real Estate Fund (US) LP, CD&R Fund XI Private Investors Cayman, L.P., HPS Mezzanine Private Investors Offshore 2019 II, L.P., HPS Mezzanine Private Investors 2019, LLC, HPS Mezzanine Private Investors Offshore 2019, L.P., SLW III Private Investors Offshore, L.P., SLW III Private Investors, LLC, Sculptor Real Estate IV Private Investors Offshore, L.P., Sculptor Real Estate IV Private Investors, LLC, Neo Ivy Capital Offshore Fund Ltd., VP Dislocation Fund Private Investors Offshore, L.P., Crestview IV Private Investors, LLC, MULTI-STRATEGY FUND II, LTD., Primavera Capital (Cayman) Group 3B L.P., OrbiMed Royalties III Private Investors Offshore, L.P., OrbiMed Royalties III Private Investors, LLC, Primavera Capital Fund III L.P., OZA Private Investors LLC, OZA Private Investors Offshore Ltd., Global Long/Short Equity Fund, Ltd., Axonic PG Special Opportunities Overseas Fund 2016-1, Ltd., Focused Opportunity Fund, Ltd., Perry Investors Offshore Ltd., Perry Investors LLC, HPS Mezzanine Private Investors II, LLC, HPS Mezzanine Private Investors Offshore II, L.P., RS Global Energy & Power Private Investors Offshore V, L.P., RS Global Energy & Power Private Investors V, LLC, KKR NA XI Private Investors Offshore, L.P., KKR NA XI Private Investors, LLC, AESSF II Private Investors, LLC, Providence VII Private Investors, LLC, Providence VII Private Investors Offshore, L.P., J.P. Morgan Digital Growth Fund L.P..

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 Richard Ruffer 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 460 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Richard Ruffer is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

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.

Found on the sponsor's own site

ces.tech ↗ found on CES Investors Offshore LP (ces.tech — web search (bing) for "CES New York NY"; homepage names "CES") facebook — facebook — found on ces.tech ↗ found on CES Investors Offshore LP youtube — youtube — found on ces.tech ↗ found on CES Investors Offshore LP instagram — instagram — found on ces.tech ↗ found on CES Investors Offshore LP x — x — found on ces.tech ↗ found on CES Investors Offshore LP industry.com ↗ found on Industry Ventures Secondary XI, L.P. (industry.com — same registered sponsor family (group "J P Morgan"); known from issuer CIK 2126009 (probe))

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 Jersey state courts — find the court ↗New York WebCivil Supreme ↗Delaware CourtConnect ↗Texas re:SearchTX court records ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

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

Business registries

New Jersey Secretary of State business search ↗New York Secretary of State business search ↗Delaware Secretary of State business search ↗Texas Secretary of State business search ↗California Secretary of State business search ↗OpenCorporates ↗

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