Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:56 AM ET

Sponsor Check › Person

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Robert A. Newbold

Named as an officer, director or promoter on SEC Form D filings · PA · Dec 3, 2009 → Sep 30, 2026

16deals (issuers)

$3.24Breported sold

484investors

25Form D filings

2009–2026years on file

Follow this person Look further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Robert A. Newbold is listed as an executive officer on 25 SEC Form D filings by 16 issuers between Dec 2009 and Sep 2026. Largest by amount reported sold: Graham Partners VI, L.P. (Newtown Square, PA — pooled investment fund — 2023–2024; $1.84B reported sold to 260 investors), Graham Partners V, L.P. (Newtown Square, PA — pooled investment fund — 2019–2020; $937M reported sold to 113 investors), Graham Partners IV, L.P. (Newtown Square, PA — pooled investment fund — 2015–2016; $326.7M reported sold to 67 investors), Graham Partners Growth I, L.P. (Newtown Square, PA — pooled investment fund — 2021–2023; $132.6M reported sold to 44 investors), Graham Partners Annex, L.P. (Newtown Square, PA — pooled investment fund — 2009; $5.66M reported sold) and 11 more (all listed below).

What this means That is a lot of deals — 16 separate companies raised money with this person listed as executive officer, over about 17 years. Across those companies the filings report $3.24B sold in total.

Listed alongside Christina W. Morin (25 shared filings), Steven C. Graham (25 shared filings), William P. McKee, Jr. (22 shared filings), Adam Piatkowski (21 shared filings), Andrew Snyder (21 shared filings) and 31 others.

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

The issuers belong to 2 sponsor groups: Graham (15 issuers, $3.24B reported sold, 2009–2026) and Graham (3 issuers, $0 reported sold, 2025).

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 (AZ, CA, DE, TX, WA) — 19 court cases matching the name, 14 bankruptcy cases matching the name listed in Key records below.

What this means 33 records came back, including 1 court case still open — open cases can take years and cost money. 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 25 public filings for Robert A. Newbold and found 4 differences: Offering amount lowered between filings; 6 offerings have no amendment in the last 12 months and may still be open; 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 Robert A. Newbold has not run yet — it is joining a line of 2,185 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

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

Key records

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

1. Lawsuits

19 cases: 1 open, 4 closed (disposition not in docket feed), 11 dismissed, 3 judgment

Newbold v. Jefferson Capital Systems LLC open

District Court, W.D. Kentucky · No. 3:25-cv-00002 · Filed Jan 2, 2025 · Nature of suit: 370 Other Fraud · Cause: 28:1331 Fed. Question

Role of Newbold: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in KY (not a filing state)

Newbold v. Syngenta Crop Protection, LLC closed

District Court, S.D. Illinois · No. 3:23-pq-03328 · Filed Oct 10, 2023 · Closed Sep 4, 2024

Role of Newbold: Plaintiff · Outcome: Terminated 2024-09-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in IL (not a filing state)

Newbold v. Greenleaf Compassionate Care Center, Inc. closed

District Court, D. Rhode Island · No. 1:23-cv-00113 · Filed Mar 21, 2023 · Closed Nov 13, 2023

Role of Newbold: Plaintiff · Outcome: Terminated 2023-11-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in RI (not a filing state)

Newbold v. United of Omaha Life Insurance dismissed

District Court, D. Utah · No. 2:20-cv-00174 · Filed Mar 13, 2020 · Closed Sep 1, 2020 · Nature of suit: 791 Employee Retirement Income Security Act

Role of Newbold: Plaintiff · Outcome: Terminated 2020-09-01 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in UT (not a filing state)

Newbold v. Halsted Financial, LLC judgment

District Court, W.D. Kentucky · No. 3:19-cv-00032 · Filed Jan 14, 2019 · Closed Dec 11, 2020 · Nature of suit: 480 Consumer Credit · Cause: 15:1692 Fair Debt Collection Act

Role of Newbold: Plaintiff · Outcome: Terminated 2020-12-11 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in KY (not a filing state)

Newbold v. United Shuttle Transporation Corp. judgment

District Court, W.D. Kentucky · No. 3:15-cv-00801 · Filed Oct 23, 2015 · Closed Jan 12, 2017 · Nature of suit: 890 Other Statutory Actions · Cause: Restrictions on use of telephone equipment

Role of Newbold: Plaintiff · Outcome: Terminated 2017-01-12 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in KY (not a filing state)

Newbold v. Parker Waichman LLP dismissed

District Court, W.D. Kentucky · No. 3:14-cv-00733 · Filed Nov 4, 2014 · Closed Jun 19, 2018 · Nature of suit: 380 Personal Property: Other · Cause: 47:227 Restrictions of Use of Telephone Equipment

Role of Newbold: Plaintiff · Outcome: Terminated 2018-06-19 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in KY (not a filing state)

Newbold v. State Farm Mutual Automobile Insurance Company dismissed

District Court, N.D. Illinois · No. 1:13-cv-09131 · Filed Dec 20, 2013 · Closed Jun 12, 2015 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1331 Federal Question

Role of Newbold: Plaintiff · Outcome: Terminated 2015-06-12 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in IL (not a filing state)

Taylor v. Newbold Services, LLC closed

District Court, W.D. North Carolina · No. 3:11-cv-00629 · Filed Dec 9, 2011 · Closed Aug 29, 2012 · Nature of suit: Contract: Other · Cause: Declaratory Judgment

Role of Newbold Services, LLC: Defendant · Outcome: Terminated 2012-08-29 — FJC Integrated Database disposition: Remanded to U.S. agency Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in NC (not a filing state)

Newbold v. Allied Interstate, LLC dismissed

District Court, D. Minnesota · No. 0:11-cv-00482 · Filed Feb 28, 2011 · Closed Dec 21, 2011 · Nature of suit: 890 Other Statutory Actions · Cause: 47:203 Communications Act of 1934

Role of Newbold: Plaintiff · Outcome: Terminated 2011-12-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in MN (not a filing state)

Newbold Corporation v. Tech Know Systems, Inc. dismissed

District Court, W.D. Virginia · No. 7:08-cv-00235 · Filed Mar 17, 2008 · Closed Oct 10, 2008 · Nature of suit: 190 Other contract actions

Role of Newbold Corporation: Plaintiff · Outcome: Terminated 2008-10-10 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in VA (not a filing state)

Tech Know Systems, Inc. v. Newbold Corporation dismissed

District Court, N.D. California · No. 3:08-cv-01076 · Filed Feb 22, 2008 · Closed Oct 6, 2008 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Other Contract

Role of Newbold Corporation: Defendant · Outcome: Terminated 2008-10-06 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in CA (not a filing state)

Newbold Corporation v. Data Systems Company, Inc. dismissed

District Court, W.D. Virginia · No. 7:06-cv-00033 · Filed Jan 13, 2006 · Closed Mar 28, 2006 · Nature of suit: 210 Land condemnation

Role of Newbold Corporation: Plaintiff · Outcome: Terminated 2006-03-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in VA (not a filing state)

Newbold Corporation v. Data Manufacturing, Inc. dismissed

District Court, W.D. Virginia · No. 7:05-cv-00749 · Filed Dec 8, 2005 · Closed Aug 18, 2006 · Nature of suit: 190 Other contract actions

Role of Newbold Corporation: Plaintiff · Outcome: Terminated 2006-08-18 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in VA (not a filing state)

DirecTV, Inc. v. Newbold dismissed

District Court, N.D. Georgia · No. 1:03-cv-01398 · Filed May 22, 2003 · Closed Sep 9, 2004 · Nature of suit: 370 Other fraud

Role of Newbold: Defendant · Outcome: Terminated 2004-09-09 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in GA (not a filing state)

That's Entertainment v. Newbold dismissed

District Court, S.D. Florida · No. 9:98-cv-08424 · Filed Jun 25, 1998 · Closed Oct 15, 1998 · Nature of suit: 890 Other statutory actions

Role of Newbold: Defendant · Outcome: Terminated 1998-10-15 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in FL (not a filing state)

Newbold v. Valujet Airlines closed

District Court, S.D. Florida · No. 1:96-cv-02067 · Filed Jul 29, 1996 · Closed Jan 21, 1997 · Nature of suit: 410 Antitrust

Role of Newbold: Plaintiff · Outcome: Terminated 1997-01-21 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in FL (not a filing state)

MCCLOWRY v. NEWBOLD'S SON & CO ET AL dismissed

District Court, W.D. Pennsylvania · No. 2:90-cv-00466 · Filed Mar 16, 1990 · Closed Dec 27, 1990 · Nature of suit: 850 Securities, Commodities, Exchange

Role of NEWBOLD'S SON & CO: Defendant · Outcome: Terminated 1990-12-27 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in the person's filing state (PA)

CORR, JOAN P. v. W.H. NEWBOLD & SONS, INC. judgment

District Court, E.D. Pennsylvania · No. · Filed Aug 26, 1988 · Closed May 31, 1989 · Nature of suit: 850 Securities, Commodities, Exchange

Role of W.H. NEWBOLD & SONS, INC.: Defendant · Outcome: Terminated 1989-05-31 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); different first name (w); court in the person's filing state (PA)

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, 2:19 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.

2. Regulatory actions

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

What was searched

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

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

3. Bankruptcies

14 cases: 14 closed (disposition not in docket feed)

Robert T. Newbold closed

United States Bankruptcy Court, N.D. Ohio · No. 24-30413 · Filed Mar 8, 2024 · Closed Jun 25, 2024

Role of Robert T. Newbold: Debtor · Outcome: Case closed 2024-06-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); first name matches; court in OH (not a filing state); middle initial differs

Taylor v. Newbold Services, LLC closed

United States Bankruptcy Court, W.D. North Carolina · No. 12-03208 · Filed Aug 29, 2012 · Closed Apr 11, 2013

Role of Newbold Services, LLC: Defendant · Outcome: Case closed 2013-04-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in NC (not a filing state)

S-W Dental Properties LLC v. Newbold closed

United States Bankruptcy Court, W.D. Washington · No. 11-01168 · Filed Feb 22, 2011 · Closed Jun 5, 2012

Role of Newbold: Defendant · Outcome: Case closed 2012-06-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in WA (not a filing state)

Newbold Corporation closed

United States Bankruptcy Court, W.D. North Carolina · No. 09-33421 · Filed Dec 10, 2009 · Closed Feb 29, 2016

Role of Newbold Corporation: Debtor · Outcome: Case closed 2016-02-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in NC (not a filing state)

Robert L. Newbold closed

United States Bankruptcy Court, E.D. Kentucky · No. 09-52283 · Filed Jul 21, 2009 · Closed Oct 22, 2009

Role of Robert L. Newbold: Debtor · Outcome: Case closed 2009-10-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); first name matches; court in KY (not a filing state); middle initial differs

Newbold v. Beneficial Ohio, Inc. closed

United States Bankruptcy Court, S.D. Ohio · No. 2:08-ap-02363 · Filed Nov 18, 2008 · Closed Mar 18, 2009

Role of Newbold: Plaintiff · Outcome: Case closed 2009-03-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in OH (not a filing state)

Newbold v. Beneficial Ohio, Inc. closed

United States Bankruptcy Court, S.D. Ohio · No. 2:08-ap-02091 · Filed Apr 4, 2008 · Closed Feb 10, 2009

Role of Newbold: Plaintiff · Outcome: Case closed 2009-02-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in OH (not a filing state)

Eastern Seaboard Packaging, Inc. v. Newbold Corporation closed

United States Bankruptcy Court, W.D. North Carolina · No. 06-03098 · Filed Apr 10, 2006 · Closed May 24, 2006

Role of Newbold Corporation: Defendant · Outcome: Case closed 2006-05-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in NC (not a filing state)

Miller v. Newbold Equipment Service closed

United States Bankruptcy Court, D. Delaware · No. 04-57432 · Filed Dec 2, 2004 · Closed Sep 27, 2005

Role of Newbold Equipment Service: Defendant · Outcome: Case closed 2005-09-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in DE (not a filing state)

House2home Inc v. Newbold Corporation closed

United States Bankruptcy Court, C.D. California · No. 8:03-ap-02291 · Filed Nov 5, 2003 · Closed Jan 27, 2005

Role of Newbold Corporation: Defendant · Outcome: Case closed 2005-01-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in CA (not a filing state)

Harry G. Newbold, Jr. and Lisa Weinstein closed

United States Bankruptcy Court, E.D. Pennsylvania · No. 02-18177 · Filed Jun 3, 2002 · Closed Nov 17, 2004

Role of Harry G. Newbold, Jr. and Lisa Weinstein: Debtor · Outcome: Case closed 2004-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); different first name (and); court in the person's filing state (PA)

Travelers Insurance Co v. Newbold closed

United States Bankruptcy Court, N.D. Illinois · No. 97-01156 · Filed Aug 14, 1997 · Closed Apr 19, 1999

Role of Newbold: Defendant · Outcome: Case closed 1999-04-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in IL (not a filing state)

ROBERT L. NEWBOLD, JR. and ANNA K. NEWBOLD closed

United States Bankruptcy Court, N.D. Florida · No. 95-04182 · Filed Mar 7, 1995 · Closed Mar 2, 2000

Role of ROBERT L. NEWBOLD, JR.: Debtor · Outcome: Case closed 2000-03-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); first name matches; court in FL (not a filing state); middle initial differs

Household Finance Corporation v. Newbold closed

United States Bankruptcy Court, S.D. Florida. · No. 91-01078 · Filed Nov 12, 1991 · Closed Mar 20, 1992

Role of Newbold: Defendant · Outcome: Case closed 1992-03-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same rare surname (5 people in Form D filings, 68 federal dockets); surname only in the caption; court in FL (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, 2:19 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.

4. Differences between public sources

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

4 differences found between the filings for Robert A. Newbold (compared 25 filings on Oct 24, 2026)

Note · Dec 3, 2009 – Dec 21, 2009

Offering amount lowered between filings — Graham Partners Annex, L.P.

The Dec 3, 2009 filing says $25,000,000 offered; the Dec 21, 2009 Form D/A says $6,000,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · Dec 3, 2009 ↗Form D/A (later) · Dec 21, 2009 ↗Graham Partners Annex, L.P. — PartnerFacts page ↗

Sources

Form D (earlier) · Dec 3, 2009 ↗ (Dec 3, 2009)
Form D/A (later) · Dec 21, 2009 ↗ (Dec 21, 2009)
Graham Partners Annex, L.P. — PartnerFacts page ↗ (Dec 21, 2009)

Note · Dec 3, 2009 – Dec 21, 2009

Offering amount lowered between filings — Graham Partners Annex (A), L.P.

The Dec 3, 2009 filing says $25,000,000 offered; the Dec 21, 2009 Form D/A says $6,000,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · Dec 3, 2009 ↗Form D/A (later) · Dec 21, 2009 ↗Graham Partners Annex (A), L.P. — PartnerFacts page ↗

Sources

Form D (earlier) · Dec 3, 2009 ↗ (Dec 3, 2009)
Form D/A (later) · Dec 21, 2009 ↗ (Dec 21, 2009)
Graham Partners Annex (A), L.P. — PartnerFacts page ↗ (Dec 21, 2009)

Note · Nov 18, 2009 – Jul 12, 2024

6 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Graham Partners VI, L.P. (latest filing Jul 12, 2024) · No amendment in the last 12 months on an offering that may still be open — Graham Partners Growth I, L.P. (latest filing Jul 20, 2023) · No amendment in the last 12 months on an offering that may still be open — Graham Partners V, L.P. (latest filing Nov 12, 2020) · No amendment in the last 12 months on an offering that may still be open — Graham Partners IV, L.P. (latest filing Jul 26, 2016) · No amendment in the last 12 months on an offering that may still be open — Graham Partners Annex, L.P. (latest filing Dec 21, 2009) · and 1 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jul 12, 2024 ↗Graham Partners VI, L.P. — PartnerFacts page ↗Form D/A · Jul 20, 2023 ↗Graham Partners Growth I, L.P. — PartnerFacts page ↗

Sources

Form D/A · Jul 12, 2024 ↗ (Jul 12, 2024)
Graham Partners VI, L.P. — PartnerFacts page ↗ (Jul 12, 2024)
Form D/A · Jul 20, 2023 ↗ (Jul 20, 2023)
Graham Partners Growth I, L.P. — PartnerFacts page ↗ (Jul 20, 2023)
Form D/A · Nov 12, 2020 ↗ (Nov 12, 2020)
Graham Partners V, L.P. — PartnerFacts page ↗ (Nov 12, 2020)
Form D/A · Jul 26, 2016 ↗ (Jul 26, 2016)
Graham Partners IV, L.P. — PartnerFacts page ↗ (Jul 26, 2016)

Note · Dec 3, 2009 – Nov 12, 2021

Robert A. Newbold is written 2 different ways on the filings

listed as "Robert A. Newbold" on 22 filings (from Dec 3, 2009), and "Robert Newbold" on 3 filings (from Nov 12, 2021).

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 · Dec 3, 2009 ↗Form D · Nov 12, 2021 ↗Robert A. Newbold — PartnerFacts page ↗

Sources

What is compared

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

5. Money to insiders

5 of 16 offerings report sales commissions totalling $15,026,230; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)	Sales commissions	Finder's fees	To insiders	Paid to sell it	Source
Sep 30, 2026 D Graham Partners VII (B), L.P. File 021-599496	$0	$0	$0 An affiliate of the general partner is entitled to carried interest. The manager is entitled to a management fee. The carried interest and management fee calculations are discussed in the Issuer's confidential offering materials.	Piper Sandler & Co. BrokerCheck CRD 665 ↗ Evercore Group L.L.C. BrokerCheck CRD 42405 ↗	EDGAR ↗
Sep 30, 2026 D Graham Partners VII Parallel, L.P. File 021-599495	$0	$0	$0 An affiliate of the general partner is entitled to carried interest. The manager is entitled to a management fee. The carried interest and management fee calculations are discussed in the Issuer's confidential offering materials.	Piper Sandler & Co. BrokerCheck CRD 665 ↗ Evercore Group L.L.C. BrokerCheck CRD 42405 ↗	EDGAR ↗
Sep 30, 2026 D Graham Partners VII, L.P. File 021-599494	$0	$0	$0 An affiliate of the general partner is entitled to carried interest. The manager is entitled to a management fee. The carried interest and management fee calculations are discussed in the Issuer's confidential offering materials.	Piper Sandler & Co. BrokerCheck CRD 665 ↗ Evercore Group L.L.C. BrokerCheck CRD 42405 ↗	EDGAR ↗
Sep 29, 2025 D Graham Partners Genesis Parallel, L.P. File 021-558996	$0	$0	$0 An affiliate of the general partner is entitled to carried interest. The manager is entitled to a management fee. The carried interest and management fee calculations are discussed in the Issuer's confidential offering materials.	Piper Sandler & Co. BrokerCheck CRD 665 ↗	EDGAR ↗
Sep 29, 2025 D Graham Partners Genesis (B), L.P. File 021-558995	$0	$0	$0 An affiliate of the general partner is entitled to carried interest. The manager is entitled to a management fee. The carried interest and management fee calculations are discussed in the Issuer's confidential offering materials.	Piper Sandler & Co. BrokerCheck CRD 665 ↗	EDGAR ↗
Sep 29, 2025 D Graham Partners Genesis, L.P. File 021-558993	$0	$0	$0 An affiliate of the general partner is entitled to carried interest. The manager is entitled to a management fee. The carried interest and management fee calculations are discussed in the Issuer's confidential offering materials.	Piper Sandler & Co. BrokerCheck CRD 665 ↗	EDGAR ↗
May 15, 2025 D GP Lonestar Liberty, L.P. File 021-546310	$0	$0	$0	None listed on this filing	EDGAR ↗
Mar 21, 2025 D Graham Partners GKP Continuation Fund, L.P. File 021-541788	$0 (est.)	$0	$0	Evercore Group L.L.C. BrokerCheck CRD 42405 ↗ Piper Sandler & Co. BrokerCheck CRD 665 ↗ Harris Williams LLC BrokerCheck CRD 113930 ↗	EDGAR ↗
Jul 12, 2024 D/A Graham Partners VI, L.P. File 021-475956	$8,854,610	$0	$0	Aviditi Financial, LLC BrokerCheck CRD 309026 ↗ OmniCap, LLC BrokerCheck CRD 137353 ↗	EDGAR ↗
Apr 5, 2024 D Graham Partners VI Co-Invest (A), L.P. File 021-509787	$0	$0	$0	None listed on this filing	EDGAR ↗
Jul 20, 2023 D/A Graham Partners Growth I, L.P. File 021-420807	$1,500,000 (est.)	$0	$0	Aviditi Financial, LLC BrokerCheck CRD 309026 ↗	EDGAR ↗
Dec 15, 2022 D Graham Partners OptConnect Continuation Fund, L.P. File 021-467593	$181,620 (est.)	$0	$0	Aviditi Financial, LLC BrokerCheck CRD 309026 ↗	EDGAR ↗
Nov 12, 2020 D/A Graham Partners V, L.P. File 021-332860	$990,000	$0	$0	UBS Securities LLC BrokerCheck CRD 7654 ↗	EDGAR ↗
Jul 26, 2016 D/A Graham Partners IV, L.P. File 021-244606	$3,500,000 (est.)	$0	$0	UBS Securities LLC BrokerCheck CRD 7654 ↗	EDGAR ↗
Dec 21, 2009 D/A Graham Partners Annex, L.P. File 021-136576	$0	$0	$0	None listed on this filing	EDGAR ↗
Dec 21, 2009 D/A Graham Partners Annex (A), L.P. File 021-136577	$0	$0	$0	None listed on this filing	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 16

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

Pooled Investment Fund · group: Graham

Graham Partners VII (B), L.P.

Newtown Square, PA · Sep 30, 2026

Sep 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Robert 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.

Pooled Investment Fund · group: Graham

Graham Partners VII Parallel, L.P.

Newtown Square, PA · Sep 30, 2026

Sep 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners VII, L.P.

Newtown Square, PA · Sep 30, 2026

Sep 30, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners Genesis, L.P.

Newtown Square, PA · Sep 29, 2025

Sep 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners Genesis Parallel, L.P.

Newtown Square, PA · Sep 29, 2025

Sep 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners Genesis (B), L.P.

Newtown Square, PA · Sep 29, 2025

Sep 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

GP Lonestar Liberty, L.P.

Newtown Square, PA · May 15, 2025

May 15, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners GKP Continuation Fund, L.P.

Newtown Square, PA · Mar 21, 2025

Mar 21, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners VI, L.P.

Newtown Square, PA · Mar 15, 2023 → Jul 12, 2024 · 3 filings

Jul 12, 2024 · D/A · $1,836,872,500 sold of Indefinite · 260 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 16, 2024 · D/A · $1,010,452,500 sold of Indefinite · 168 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Mar 15, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.84B from 260 investors as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners VI Co-Invest (A), L.P.

Newtown Square, PA · Apr 5, 2024

Apr 5, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners Growth I, L.P.

Newtown Square, PA · Nov 12, 2021 → Jul 20, 2023 · 3 filings

Jul 20, 2023 · D/A · $132,606,836 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jul 27, 2022 · D/A · $116,225,993 sold of Indefinite · 37 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 12, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $132.6M from 44 investors as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners OptConnect Continuation Fund, L.P.

Newtown Square, PA · Dec 15, 2022

Dec 15, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners V, L.P.

Newtown Square, PA · Feb 14, 2019 → Nov 12, 2020 · 3 filings

Nov 12, 2020 · D/A · $937,000,000 sold of Indefinite · 113 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 26, 2019 · D/A · $645,132,203 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Feb 14, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $937M from 113 investors as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners IV, L.P.

Newtown Square, PA · Jul 28, 2015 → Jul 26, 2016 · 2 filings

Jul 26, 2016 · D/A · $326,705,218 sold of Indefinite · 67 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jul 28, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $326.7M from 67 investors as of the latest filing. Robert is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Graham

Graham Partners Annex, L.P.

Newtown Square, PA · Dec 3, 2009 → Dec 21, 2009 · 2 filings

Dec 21, 2009 · D/A · $5,655,000 sold of $6,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Principal of Graham Partners) EDGAR ↗
Dec 3, 2009 · D · $1,987,000 sold of $25,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Principal of Graham Partners) EDGAR ↗

Raised $5.66M (94% of the $6M target) as of the latest filing. Robert 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.

Pooled Investment Fund · group: Graham

Graham Partners Annex (A), L.P.

Newtown Square, PA · Dec 3, 2009 → Dec 21, 2009 · 2 filings

Dec 21, 2009 · D/A · $3,397,000 sold of $6,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Principal of Graham Partners) EDGAR ↗
Dec 3, 2009 · D · $0 sold of $25,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Principal of Graham Partners) EDGAR ↗

Raised $3.4M (57% of the $6M target) as of the latest filing. Robert 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.

People around Robert 36

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

Management entity

Graham Partners, Inc.

Promoter · 10 shared filings (6 issuers) · also on 1 other issuer

Graham Partners, Inc. is on 7 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Graham Partners VI (GP), LLC

Promoter · 4 shared filings (2 issuers)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners General Partner VI, L.P.

Promoter · 4 shared filings (2 issuers)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners Growth General Partner I, L.P.

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners Growth General Partner I (B), LLC

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners Growth I (GP), LLC

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners Growth LLC

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

C. Graham Partners, Inc.

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners General Partner VI (B), LLC

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners Management IV, L.P.

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners V (GP), LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners General Partner V (B), L.P.

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners General Partner V, L.P.

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners OptConnect (GP), LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners General Partner OptConnect, L.P.

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners General Partner OpConnect (B), L.P.

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners General Partner GKP, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners GKP (GP), LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Partners General Partner GKP (B), LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Lonestar General Partner, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

Management entity

Graham Lonestar (GP), LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

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

Person

Christina W. Morin

Executive Officer · 25 shared filings (16 issuers)

Christina W. Morin is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Steven C. Graham

Executive Officer, Promoter · 25 shared filings (16 issuers) · also on 3 other issuers

Steven C. Graham is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

William P. McKee, Jr.

Executive Officer · 22 shared filings (13 issuers) · also on 1 other issuer

William P. McKee, Jr. is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Joshua Wilson

Executive Officer · 21 shared filings (14 issuers) · also on 1 other issuer

Joshua Wilson is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Andrew Snyder

Executive Officer · 21 shared filings (14 issuers)

Andrew Snyder is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Adam Piatkowski

Executive Officer · 21 shared filings (14 issuers)

Adam Piatkowski is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Joseph Heinmiller

Executive Officer · 18 shared filings (13 issuers) · also on 2 other issuers

Joseph Heinmiller is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Dennis Dunegan

Executive Officer · 16 shared filings (12 issuers)

Dennis Dunegan is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

William Timmerman III

Executive Officer · 13 shared filings (7 issuers) · also on 2 other issuers

William Timmerman III is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Christopher A. Lawler

Executive Officer · 10 shared filings (5 issuers) · also on 2 other issuers

Christopher A. Lawler is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Dan Kurtz

Executive Officer · 9 shared filings (6 issuers)

Dan Kurtz is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Joseph G. May

Executive Officer · 6 shared filings (3 issuers)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

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

Person

Daniel Kurtz

Executive Officer · 6 shared filings (6 issuers) · also on 1 other issuer

Daniel Kurtz is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Dalibor Pivcevic

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

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

Person

Jospeh Heinmiller

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert A. Newbold. Their page shows their other deals.

The team behind the deals

Sponsor group

Graham

15 issuers · 24 filings · $3.24B reported sold · 2009–2026

GP Graham Partners VII (B), L.P. Pooled Investment Fund · 2026 · listed
GP Graham Partners VII Parallel, L.P. Pooled Investment Fund · 2026 · listed
GP Graham Partners VII, L.P. Pooled Investment Fund · 2026 · listed
GM GCI Maverick I, L.P. Pooled Investment Fund · 2026
GL GP Lonestar Liberty, L.P. Pooled Investment Fund · 2025 · listed
GP Graham Partners GKP Continuation Fund, L.P. Pooled Investment Fund · 2025 · listed
GF GCI Felbro SPV, L.P. Pooled Investment Fund · 2024
GP Graham Partners VI, L.P. Pooled Investment Fund · $1.84B sold · 2023 · listed
GP Graham Partners VI Co-Invest (A), L.P. Pooled Investment Fund · 2024 · listed
GP Graham Partners Growth I, L.P. Pooled Investment Fund · $132.6M sold · 2021 · listed
GP Graham Partners OptConnect Continuation Fund, L.P. Pooled Investment Fund · 2022 · listed
GP Graham Partners V, L.P. Pooled Investment Fund · $937M sold · 2019 · listed
GP Graham Partners IV, L.P. Pooled Investment Fund · $326.7M sold · 2015 · listed
GP Graham Partners Annex (A), L.P. Pooled Investment Fund · $3.4M sold · 2009 · listed
GP Graham Partners Annex, L.P. Pooled Investment Fund · $5.66M sold · 2009 · listed

One team, 15 deal companies. Robert A. Newbold is listed on 13 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 Robert A. Newbold.

Sponsor group

Graham

3 issuers · 3 filings · $0 reported sold · 2025–2025

GP Graham Partners Genesis Parallel, L.P. Pooled Investment Fund · 2025 · listed
GP Graham Partners Genesis (B), L.P. Pooled Investment Fund · 2025 · listed
GP Graham Partners Genesis, L.P. Pooled Investment Fund · 2025 · listed

One team, 3 deal companies. Robert A. Newbold is listed on 3 of them.

Sources

Same business address

33 other issuers file from the same address

GCI Maverick I, L.P. Newtown Square, PA · 2026
GSE Partners Fund I, L.P. Newtown Square, PA · 2026
GP Matrix Holdings, LLC Newtown Square, PA · 2026
Graham Partners GKP Continuation Fund (B), L.P. Newtown Square, PA · 2025
GCI Felbro SPV, L.P. Newtown Square, PA · 2024
Graham Partners VI Parallel, L.P. Newtown Square, PA · 2023
Graham Partners VI (B), L.P. Newtown Square, PA · 2023
Graham Partners Investors VI, L.P. Newtown Square, PA · 2023
Graham Partners VI (A), L.P. Newtown Square, PA · 2023
Cerebro Holdings, LLC Newtown Square, PA · 2023
Graham Partners OptConnect Rollover Fund (A), L.P. Newtown Square, PA · 2022
Graham Partners OptConnect Continuation Fund Parallel, L.P. Newtown Square, PA · 2022
Graham Partners OptConnect Rollover Fund (B-I), L.P. Newtown Square, PA · 2022
Brightsign Holdings, LLC Newtown Square, PA · 2021
Graham Partners V (B-I), L.P. Newtown Square, PA · 2019
Graham Partners V (B-II), L.P. Newtown Square, PA · 2019
Graham Partners V Parallel, L.P. Newtown Square, PA · 2019
Graham Partners V (A), L.P. Newtown Square, PA · 2019
Inverness Graham Investments IV, L.P. Newtown Square, PA · 2019
Inverness Graham Investments IV-C, L.P. Newtown Square, PA · 2019
Inverness Graham Investments IV-A, L.P. Newtown Square, PA · 2019
Inverness Graham Investments IV-B, L.P. Newtown Square, PA · 2019
Graham Partners IV (A), L.P. Newtown Square, PA · 2015
Graham Partners IV (B-I), L.P. Newtown Square, PA · 2015
Graham Partners IV (B-II), L.P. Newtown Square, PA · 2015
Graham Partners IV Parallel, L.P. Newtown Square, PA · 2015
Inverness Graham General Partner III-B, L.P. Newtown Square, PA · 2015
Inverness Graham Investors III, L.P. Newtown Square, PA · 2015
Inverness Graham Investments III-C, L.P. Newtown Square, PA · 2015
Inverness Graham General Partner III, L.P. Newtown Square, PA · 2015
Inverness Graham Investments III-B, L.P. Newtown Square, PA · 2015
Inverness Graham Investments III-A, L.P. Newtown Square, PA · 2015
Inverness Graham Investments III, L.P. Newtown Square, PA · 2015

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. 6 of the 16 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): GP Lonestar Liberty, L.P., Graham Partners GKP Continuation Fund, L.P., Graham Partners VI, L.P., Graham Partners VI Co-Invest (A), L.P., Graham Partners OptConnect Continuation Fund, L.P., Graham Partners V, 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 Robert A. Newbold 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 16 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert A. Newbold is listed on: none on file. No website or social profile named in Graham Partners Annex, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #367,088 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Change history

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Robert A. Newbold

The short version

What the community is saying

Key records

1. Lawsuits

2. Regulatory actions

3. Bankruptcies

4. Differences between public sources

Offering amount lowered between filings — Graham Partners Annex, L.P.

Offering amount lowered between filings — Graham Partners Annex (A), L.P.

6 offerings have no amendment in the last 12 months and may still be open

Robert A. Newbold is written 2 different ways on the filings

5. Money to insiders

Deals 16

People around Robert 36

The team behind the deals

33 other issuers file from the same address

Registrations and other filings

Adviser registration (Form ADV)

Other offering types (Regulation A and Regulation Crowdfunding)

Public profiles and social

Look further

Social and web

Courts

Securities regulators

Business registries

Change history

Request a correction

Add a response

Monitor this person