Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:36 AM ET

Sponsor Check › Person

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ROBERT J. SMALL

Named as an officer, director or promoter on SEC Form D filings · MA · Oct 6, 2010 → Feb 25, 2026

18deals (issuers)

$12.29Breported sold

781investors

42Form D filings

2010–2026years 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, 2:23 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

ROBERT J. SMALL is listed as an executive officer and director on 42 SEC Form D filings by 18 issuers between Oct 2010 and Feb 2026. Largest by amount reported sold: Berkshire Fund X, L.P. (Boston, MA — pooled investment fund — 2020–2021; $4.35B reported sold to 273 investors), Berkshire Fund VIII, L.P. (Boston, MA — pooled investment fund — 2011; $4.19B reported sold to 336 investors), Stockbridge Fund, L.P. (Boston, MA — pooled investment fund — 2010–2026; $3.26B reported sold to 127 investors), STOCKBRIDGE FUND (OS), LTD. (Boston, MA — pooled investment fund — 2011–2014; $317.1M reported sold to 30 investors), Berkshire HPC Co-Investor I, L.P. (Boston, MA — pooled investment fund — 2021–2024; $170M reported sold to 15 investors) and 13 more (all listed below).

What this means That is a lot of deals — 18 separate companies raised money with this person listed as executive officer and director, over about 16 years. Across those companies the filings report $12.29B sold in total.

Listed alongside Christopher J. Hadley (34 shared filings), Joshua A. Lutzker (34 shared filings), Lawrence S. Hamelsky (34 shared filings), Michael C. Ascione (34 shared filings), Ross M. Jones (34 shared filings) and 33 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.

All 18 issuers belong to the sponsor group Berkshire (50 issuers, $13.95B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Berkshire has 50 companies on file and $13.95B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (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) — 2 court cases matching the name, 27 bankruptcy cases matching the name listed in Key records below.

What this means 29 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 42 public filings for ROBERT J. SMALL and found 6 differences, 3 worth asking the sponsor about: Investor count went down between filings; Form D filed 339 days after the first sale; 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 J. SMALL has not run yet — it is joining a line of 24,700 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

2 cases: 1 closed (disposition not in docket feed), 1 dismissed

SMALL, ROBERT, ET AL v. FM SERVICES CORP. closed

District Court, D. Nevada · No. · Filed May 23, 1997 · Closed Jul 23, 1997 · Nature of suit: 890 Other statutory actions

Role of SMALL, ROBERT: Plaintiff · Outcome: Terminated 1997-07-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in NV (not a filing state)

SMALL, ROBERT, ET AL v. FM SERVICES CORP. dismissed

District Court, D. Nevada · No. · Filed May 23, 1997 · Closed Jul 23, 1997 · Nature of suit: 890 Other statutory actions

Role of SMALL, ROBERT: Plaintiff · Outcome: Terminated 1997-07-23 — FJC Integrated Database disposition: Dismissed: want of prosecution Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in NV (not a filing state)

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, 2:23 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: 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 ROBERT J. SMALL..

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

27 cases: 1 open, 26 closed (disposition not in docket feed)

Robert Small, III open

United States Bankruptcy Court, W.D. Michigan · No. 26-00867 · Filed Mar 19, 2026

Role of Robert Small, III: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in MI (not a filing state)

Robert Small closed

United States Bankruptcy Court, D. Connecticut · No. 19-50794 · Filed Jun 11, 2019 · Closed Jan 21, 2020

Role of Robert Small: Debtor · Outcome: Case closed 2020-01-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in CT (not a filing state)

Robert Small closed

United States Bankruptcy Court, D. Connecticut · No. 18-51566 · Filed Nov 30, 2018 · Closed Mar 14, 2019

Role of Robert Small: Debtor · Outcome: Case closed 2019-03-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in CT (not a filing state)

Robert Small closed

United States Bankruptcy Court, E.D. New York · No. 1-18-42766 · Filed May 11, 2018 · Closed Sep 7, 2018

Role of Robert Small: Debtor · Outcome: Case closed 2018-09-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in NY (not a filing state)

Michelle J. Small and Robert D. Small closed

United States Bankruptcy Court, D. Massachusetts · No. 17-11022 · Filed Mar 27, 2017 · Closed Jul 28, 2017

Role of Robert D. Small: Debtor · Outcome: Case closed 2017-07-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in the person's filing state (MA); middle initial differs

Robert Small closed

United States Bankruptcy Court, D. Connecticut · No. 16-50881 · Filed Jun 30, 2016 · Closed Feb 6, 2017

Role of Robert Small: Debtor · Outcome: Case closed 2017-02-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in CT (not a filing state)

Robert Small closed

United States Bankruptcy Court, E.D. New York · No. 1-15-45395 · Filed Nov 28, 2015 · Closed Jun 8, 2016

Role of Robert Small: Debtor · Outcome: Case closed 2016-06-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in NY (not a filing state)

Robert Small closed

United States Bankruptcy Court, N.D. California · No. 14-30005 · Filed Jan 2, 2014 · Closed Feb 13, 2018

Role of Robert Small: Debtor · Outcome: Case closed 2018-02-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in CA (not a filing state)

ROBERT J SMALL closed

United States Bankruptcy Court, D. Minnesota · No. 13-43416 · Filed Jul 10, 2013 · Closed Nov 6, 2013

Role of ROBERT J SMALL: Debtor · Outcome: Case closed 2013-11-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in MN (not a filing state)

Robert A. Small and Michelle F. Small closed

United States Bankruptcy Court, D. Massachusetts · No. 12-17962 · Filed Sep 28, 2012 · Closed Jan 9, 2018

Role of Robert A. Small and Michelle F. Small: Debtor · Outcome: Case closed 2018-01-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in the person's filing state (MA); middle initial differs

Robert J. Small closed

United States Bankruptcy Court, D. Rhode Island · No. 1:12-bk-10219 · Filed Jan 26, 2012 · Closed Sep 6, 2012

Role of Robert J. Small: Debtor · Outcome: Case closed 2012-09-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in RI (not a filing state)

Robert J Small closed

United States Bankruptcy Court, D. New Jersey · No. 11-22533 · Filed Apr 21, 2011 · Closed Aug 29, 2011

Role of Robert J Small: Debtor · Outcome: Case closed 2011-08-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in NJ (not a filing state)

Robert J. Small closed

United States Bankruptcy Court, S.D. Florida. · No. 08-26891 · Filed Nov 6, 2008 · Closed Feb 20, 2009

Role of Robert J. Small: Debtor · Outcome: Case closed 2009-02-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in FL (not a filing state)

Robert J. Small and Sarah Small closed

United States Bankruptcy Court, D. New Jersey · No. 05-37543 · Filed Aug 28, 2005 · Closed Oct 12, 2007

Role of Robert J. Small and Sarah Small: Debtor · Outcome: Case closed 2007-10-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in NJ (not a filing state)

Robert J. Small and Michelle A. Small closed

United States Bankruptcy Court, E.D. Michigan · No. 04-43670 · Filed Feb 11, 2004 · Closed Jun 16, 2004

Role of Robert J. Small and Michelle A. Small: Debtor · Outcome: Case closed 2004-06-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in MI (not a filing state)

Robert Small Jr closed

United States Bankruptcy Court, C.D. California · No. 2:03-bk-33200 · Filed Sep 4, 2003 · Closed Dec 30, 2003

Role of Robert Small Jr: Debtor · Outcome: Case closed 2003-12-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in CA (not a filing state)

Robert L. Small and Assunta Small closed

United States Bankruptcy Court, D. Massachusetts · No. 03-13680 · Filed May 1, 2003 · Closed Feb 20, 2004

Role of Robert L. Small and Assunta Small: Debtor · Outcome: Case closed 2004-02-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in the person's filing state (MA); middle initial differs

ROBERT J SMALL closed

United States Bankruptcy Court, D. Minnesota · No. 03-41341 · Filed Feb 25, 2003 · Closed Jun 19, 2003

Role of ROBERT J SMALL: Debtor · Outcome: Case closed 2003-06-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in MN (not a filing state)

Robert Small closed

United States Bankruptcy Court, D. Massachusetts · No. 02-12879 · Filed Apr 19, 2002 · Closed Jan 27, 2003

Role of Robert Small: Debtor · Outcome: Case closed 2003-01-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in the person's filing state (MA)

Robert J. Small and Cindy A. Small closed

United States Bankruptcy Court, D. Rhode Island · No. 1:98-bk-14283 · Filed Oct 16, 1998 · Closed Feb 9, 1999

Role of Robert J. Small and Cindy A. Small: Debtor · Outcome: Case closed 1999-02-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in RI (not a filing state)

Robert Small closed

United States Bankruptcy Court, D. Maryland · No. 96-62444 · Filed Dec 11, 1996 · Closed Mar 25, 1997

Role of Robert Small: Debtor · Outcome: Case closed 1997-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in MD (not a filing state)

Robert J. Small closed

United States Bankruptcy Court, N.D. New York · No. 96-10458 · Filed Jan 31, 1996 · Closed Jun 18, 1996

Role of Robert J. Small: Debtor · Outcome: Case closed 1996-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in NY (not a filing state)

Robert Small closed

United States Bankruptcy Court, S.D. Ohio · No. 2:93-bk-55588 · Filed Sep 13, 1993 · Closed May 11, 1995

Role of Robert Small: Debtor · Outcome: Case closed 1995-05-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in OH (not a filing state)

Robert J. Small closed

United States Bankruptcy Court, W.D. Arkansas · No. 5:92-bk-81001 · Filed Dec 2, 1992 · Closed Aug 23, 1993

Role of Robert J. Small: Debtor · Outcome: Case closed 1993-08-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in AR (not a filing state)

Robert Small closed

United States Bankruptcy Court, N.D. Illinois · No. 92-19700 · Filed Sep 2, 1992 · Closed May 14, 1993

Role of Robert Small: Debtor · Outcome: Case closed 1993-05-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in IL (not a filing state)

Robert Small closed

United States Bankruptcy Court, N.D. Georgia · No. 91-70370 · Filed May 29, 1991 · Closed Sep 11, 1995

Role of Robert Small: Debtor · Outcome: Case closed 1995-09-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in GA (not a filing state)

Robert J. Small and Donna J. Small closed

United States Bankruptcy Court, N.D. Ohio · No. 90-33706 · Filed Oct 24, 1990 · Closed Sep 27, 1994

Role of Robert J. Small and Donna J. Small: Debtor · Outcome: Case closed 1994-09-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗

same full name (a name found in 134 federal dockets); court in OH (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, 2:23 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

6 differences found between the filings for ROBERT J. SMALL — 3 worth asking about (compared 42 filings on Oct 24, 2026)

Worth asking · Jan 30, 2015 – Jan 25, 2016

Investor count went down between filings — Stockbridge Fund, L.P.

The Jan 30, 2015 filing reports 71 investors; the Jan 25, 2016 Form D/A reports 68 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jan 30, 2015 ↗Form D/A (later) · Jan 25, 2016 ↗Stockbridge Fund, L.P. — PartnerFacts page ↗

Sources

Form D/A (earlier) · Jan 30, 2015 ↗ (Jan 30, 2015)
Form D/A (later) · Jan 25, 2016 ↗ (Jan 25, 2016)
Stockbridge Fund, L.P. — PartnerFacts page ↗ (Feb 25, 2026)

Worth asking · Nov 1, 2009 – Oct 6, 2010

Form D filed 339 days after the first sale — Stockbridge Fund, L.P.

The filing says the first sale was Nov 1, 2009. The Form D was filed Oct 6, 2010 — 339 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 324 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Oct 6, 2010 ↗Stockbridge Fund, L.P. — PartnerFacts page ↗

Sources

Form D · Oct 6, 2010 ↗ (Oct 6, 2010)
Stockbridge Fund, L.P. — PartnerFacts page ↗ (Feb 25, 2026)

Note · Oct 26, 2021 – Nov 8, 2021

No amendment in the last 12 months on an offering that may still be open — Berkshire HPC Co-Investor I, L.P. (latest filing Nov 8, 2021)

The latest filing for this offering is dated Nov 8, 2021 (first sale Oct 26, 2021). It reports $170,000,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D · Nov 8, 2021 ↗Berkshire HPC Co-Investor I, L.P. — PartnerFacts page ↗

Sources

Form D · Nov 8, 2021 ↗ (Nov 8, 2021)
Berkshire HPC Co-Investor I, L.P. — PartnerFacts page ↗ (May 17, 2024)

Note · Sep 22, 2020 – Jul 12, 2021

No amendment in the last 12 months on an offering that may still be open — Berkshire Fund X, L.P. (latest filing Jul 12, 2021)

The latest filing for this offering is dated Jul 12, 2021 (first sale Sep 22, 2020). It reports $4,348,812,387 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

Form D/A · Jul 12, 2021 ↗Berkshire Fund X, L.P. — PartnerFacts page ↗

Sources

Form D/A · Jul 12, 2021 ↗ (Jul 12, 2021)
Berkshire Fund X, L.P. — PartnerFacts page ↗ (Jul 12, 2021)

Note · Mar 3, 2011 – Jul 28, 2011

No amendment in the last 12 months on an offering that may still be open — Berkshire Fund VIII, L.P. (latest filing Jul 28, 2011)

The latest filing for this offering is dated Jul 28, 2011 (first sale Mar 3, 2011). It reports $4,189,455,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

Form D/A · Jul 28, 2011 ↗Berkshire Fund VIII, L.P. — PartnerFacts page ↗

Sources

Form D/A · Jul 28, 2011 ↗ (Jul 28, 2011)
Berkshire Fund VIII, L.P. — PartnerFacts page ↗ (Jul 28, 2011)

Worth asking · Jan 31, 2014 – Jan 30, 2015

ROBERT J. SMALL is no longer listed on the Jan 30, 2015 amendment — STOCKBRIDGE FUND (OS), LTD.

ROBERT J. SMALL appears on the Jan 31, 2014 Form D/A (director) but not on the Jan 30, 2015 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Jan 31, 2014 ↗Form D/A · Jan 30, 2015 ↗ROBERT J. SMALL — PartnerFacts page ↗STOCKBRIDGE FUND (OS), LTD. — PartnerFacts page ↗

Sources

Form D/A · Jan 31, 2014 ↗ (Jan 31, 2014)
Form D/A · Jan 30, 2015 ↗ (Jan 30, 2015)
ROBERT J. SMALL — PartnerFacts page ↗
STOCKBRIDGE FUND (OS), LTD. — PartnerFacts page ↗ (Feb 25, 2026)

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

1 of 19 offerings reports sales commissions totalling $10,000,000; 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
Feb 25, 2026 D/A Stockbridge Fund, L.P. File 021-148610	$0	$0	$0	None listed on this filing	EDGAR ↗
May 30, 2024 D TLand Aggregator I, L.P. File 021-514714	$0	$0	$0	None listed on this filing	EDGAR ↗
May 17, 2024 D Berkshire HPC Co-Investor II, L.P. File 021-513680	$0	$0	$0	None listed on this filing	EDGAR ↗
May 17, 2024 D Berkshire HPC Co-Investor I, L.P. File 021-513679	$0	$0	$0	None listed on this filing	EDGAR ↗
Oct 7, 2022 D BAH Co-Investor, L.P. File 021-461196	$0	$0	$0	None listed on this filing	EDGAR ↗
Apr 14, 2022 D BEHP Co-Investor I, L.P. File 021-441818	$0	$0	$0	None listed on this filing	EDGAR ↗
Dec 14, 2021 D PT2, L.P. File 021-424962	$0 (est.)	$0 (est.)	$0 (est.)	Evercore Group L.L.C. BrokerCheck CRD 42405 ↗	EDGAR ↗
Dec 14, 2021 D PTEV, L.P. File 021-424956	$0 (est.)	$0 (est.)	$0 (est.)	Evercore Group L.L.C. BrokerCheck CRD 42405 ↗	EDGAR ↗
Dec 14, 2021 D PTEV-A, L.P. File 021-424959	$0 (est.)	$0 (est.)	$0 (est.)	Evercore Group L.L.C. BrokerCheck CRD 42405 ↗	EDGAR ↗
Dec 14, 2021 D PT2-A, L.P. File 021-424953	$0 (est.)	$0 (est.)	$0 (est.)	Evercore Group L.L.C. BrokerCheck CRD 42405 ↗	EDGAR ↗
Dec 14, 2021 D PT2-A (Feeder), L.P. File 021-424958	$0 (est.)	$0 (est.)	$0 (est.)	Evercore Group L.L.C. BrokerCheck CRD 42405 ↗	EDGAR ↗
Dec 7, 2021 D Berkshire Spectre Co-Investor, L.P. File 021-423892	$0	$0	$0	None listed on this filing	EDGAR ↗
Nov 12, 2021 D Berkshire FGT Co-Investor, L.P. File 021-420885	$0	$0	$0	None listed on this filing	EDGAR ↗
Nov 8, 2021 D Berkshire HPC Co-Investor I, L.P. File 021-420179	$0	$0	$0	None listed on this filing	EDGAR ↗
Jul 12, 2021 D/A Berkshire Fund X, L.P. File 021-372623	$10,000,000 (est.)	$0	$0	MONUMENT GROUP, INC. BrokerCheck CRD 36399 ↗ Evercore Group L.L.C. BrokerCheck CRD 42405 ↗	EDGAR ↗
Nov 30, 2017 D Berkshire Fund IX Coinvestment Fund, L.P. File 021-299767	$0	$0	$0	None listed on this filing	EDGAR ↗
Nov 18, 2015 D Berkshire Fund IX, L.P. File 021-251433	$0	$0	$0	None listed on this filing	EDGAR ↗
Jan 31, 2014 D/A STOCKBRIDGE FUND (OS), LTD. File 021-161147	$0	$0	$0	None listed on this filing	EDGAR ↗
Jul 28, 2011 D/A Berkshire Fund VIII, L.P. File 021-156346	$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 18

Every issuer that named Robert J. Small 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: Berkshire

Stockbridge Fund, L.P.

Boston, MA · Oct 6, 2010 → Feb 25, 2026 · 18 filings

Feb 25, 2026 · D/A · $3,262,831,184 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Feb 26, 2025 · D/A · $3,247,512,799 sold of Indefinite · 125 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Feb 26, 2024 · D/A · $3,223,432,599 sold of Indefinite · 122 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 25, 2023 · D/A · $3,220,465,399 sold of Indefinite · 122 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 20, 2022 · D/A · $2,933,251,045 sold of Indefinite · 114 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 20, 2021 · D/A · $2,675,943,245 sold of Indefinite · 108 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 21, 2020 · D/A · $1,925,099,659 sold of Indefinite · 90 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 18, 2019 · D/A · $1,558,887,993 sold of Indefinite · 81 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 19, 2018 · D/A · $1,424,245,327 sold of Indefinite · 78 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 23, 2017 · D/A · $1,325,062,486 sold of Indefinite · 78 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 25, 2016 · D/A · $1,071,122,486 sold of Indefinite · 68 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 30, 2015 · D/A · $1,033,653,378 sold of Indefinite · 71 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 31, 2014 · D/A · $591,091,310 sold of Indefinite · 53 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Feb 5, 2013 · D/A · $578,519,527 sold of Indefinite · 53 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Feb 9, 2012 · D/A · $348,296,109 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Feb 9, 2011 · D/A · $140,030,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Jan 6, 2011 · D/A · $118,530,001 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Oct 6, 2010 · D · $76,530,001 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.26B from 127 investors as of the latest filing. Robert is listed as executive officer on 18 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.

Pooled Investment Fund · group: Berkshire

TLand Aggregator I, L.P.

Boston, MA · May 30, 2024

May 30, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Issuer) 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: Berkshire

Berkshire HPC Co-Investor II, L.P.

Boston, MA · May 17, 2024

May 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Issuer) 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: Berkshire

Berkshire HPC Co-Investor I, L.P.

Boston, MA · Nov 8, 2021 → May 17, 2024 · 2 filings

May 17, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Issuer) EDGAR ↗
Nov 8, 2021 · D · $170,000,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Issuer) EDGAR ↗

Raised $170M from 15 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: Berkshire

BAH Co-Investor, L.P.

Boston, MA · Oct 7, 2022

Oct 7, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Issuer) 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: Berkshire

BEHP Co-Investor I, L.P.

Boston, MA · Apr 14, 2022

Apr 14, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Issuers) 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: Berkshire

PT2, L.P.

Boston, MA · Dec 14, 2021

Dec 14, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the General Partner) 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: Berkshire

PTEV-A, L.P.

Boston, MA · Dec 14, 2021

Dec 14, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the General Partner) 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: Berkshire

PT2-A (Feeder), L.P.

Boston, MA · Dec 14, 2021

Dec 14, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the General Partner) 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: Berkshire

PTEV, L.P.

Boston, MA · Dec 14, 2021

Dec 14, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the General Partner) 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: Berkshire

PT2-A, L.P.

Boston, MA · Dec 14, 2021

Dec 14, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the General Partner) 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: Berkshire

Berkshire Spectre Co-Investor, L.P.

Boston, MA · Dec 7, 2021

Dec 7, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Managing Member of the General Partner) 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: Berkshire

Berkshire FGT Co-Investor, L.P.

Boston, MA · Nov 12, 2021

Nov 12, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Issuer) 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: Berkshire

Berkshire Fund X, L.P.

Boston, MA · Aug 6, 2020 → Jul 12, 2021 · 3 filings

Jul 12, 2021 · D/A · $4,348,812,387 sold of Indefinite · 273 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
Nov 3, 2020 · D/A · $2,569,783,524 sold of Indefinite · 181 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
Aug 6, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗

Raised $4.35B from 273 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: Berkshire

Berkshire Fund IX Coinvestment Fund, L.P.

Boston, MA · Nov 30, 2017

Nov 30, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Managing Member of Ninth Berkshire Associates LLC, General Partner of Issuers) EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Berkshire

Berkshire Fund IX, L.P.

Boston, MA · Nov 18, 2015

Nov 18, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Managing Member of Ninth Berkshire Associates LLC, General Partner of Issuers.) EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Berkshire

STOCKBRIDGE FUND (OS), LTD.

Boston, MA · Jun 13, 2011 → Jan 31, 2014 · 4 filings

Jan 31, 2014 · D/A · $71,500,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Director EDGAR ↗
Feb 5, 2013 · D/A · $71,500,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Director EDGAR ↗
Feb 10, 2012 · D/A · $37,750,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Director EDGAR ↗
Jun 13, 2011 · D · $10,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $317.1M from 30 investors as of the latest filing. Robert is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Berkshire

Berkshire Fund VIII, L.P.

Boston, MA · Mar 8, 2011 → Jul 28, 2011 · 2 filings

Jul 28, 2011 · D/A · $4,189,455,000 sold of Indefinite · 336 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Managing Member of Eighth Berkshire Associates LLC, General Partner of Issuers.) EDGAR ↗
Mar 8, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Managing Director and Managing Member of Eighth Berkshire Associates LLC, General Partner of Issuers.) EDGAR ↗

Raised $4.19B from 336 investors as of the latest filing. Robert is listed as executive officer, 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.

People around Robert 38

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

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

Person

Michael C. Ascione

Executive Officer, Director · 34 shared filings (17 issuers) · also on 22 other issuers

Michael C. Ascione is on 39 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

Ross M. Jones

Executive Officer, Director · 34 shared filings (17 issuers) · also on 26 other issuers

Ross M. Jones is on 43 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

Lawrence S. Hamelsky

Executive Officer, Director · 34 shared filings (17 issuers) · also on 27 other issuers

Lawrence S. Hamelsky is on 44 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 J. Hadley

Executive Officer, Director · 34 shared filings (17 issuers) · also on 22 other issuers

Christopher J. Hadley is on 39 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 A. Lutzker

Executive Officer, Director · 34 shared filings (17 issuers) · also on 18 other issuers

Joshua A. Lutzker is on 35 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

SHARLYN C. HESLAM

Executive Officer, Director · 34 shared filings (16 issuers)

SHARLYN C. HESLAM 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

Elizabeth L. Hoffman

Executive Officer, Director · 33 shared filings (17 issuers) · also on 7 other issuers

Elizabeth L. Hoffman is on 24 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

Edward J. Whelan

Executive Officer, Director · 29 shared filings (16 issuers) · also on 21 other issuers

Edward J. Whelan is on 37 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

Kevin T. Callaghan

Executive Officer, Director · 29 shared filings (13 issuers) · also on 11 other issuers

Kevin T. Callaghan is on 24 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

KENNETH S. BRING

Executive Officer, Director · 28 shared filings (16 issuers) · also on 2 other issuers

KENNETH S. BRING is on 18 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

Matthew A. Janchar

Executive Officer, Director · 28 shared filings (16 issuers)

Matthew A. Janchar 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

Greg J. Pappas

Executive Officer, Director · 28 shared filings (16 issuers) · also on 1 other issuer

Greg J. Pappas is on 17 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

David Bordeau

Executive Officer, Director · 26 shared filings (16 issuers) · also on 19 other issuers

David Bordeau is on 35 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

Marni F. Payne

Executive Officer, Director · 26 shared filings (16 issuers) · also on 17 other issuers

Marni F. Payne is on 33 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

Raleigh A. Shoemaker

Executive Officer, Director · 26 shared filings (16 issuers)

Raleigh A. Shoemaker 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

Samantha A. Adams

Executive Officer, Director · 24 shared filings (15 issuers)

Samantha A. Adams 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

Samuel W. Spirn

Executive Officer · 21 shared filings (14 issuers) · also on 17 other issuers

Samuel W. Spirn is on 31 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

Blake L. Gottesman

Executive Officer · 21 shared filings (14 issuers) · also on 19 other issuers

Blake L. Gottesman is on 33 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

ANIL SEETHARAM

Executive Officer, Director · 20 shared filings (8 issuers)

ANIL SEETHARAM is on 8 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

Benjamin D. Levy

Executive Officer · 19 shared filings (14 issuers) · also on 19 other issuers

Benjamin D. Levy is on 33 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

Matthew B. Gooch

Executive Officer · 19 shared filings (14 issuers)

Matthew B. Gooch 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

JONATHAN MEYER

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

JONATHAN MEYER is on 8 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

RICHARD K. LUBIN

Executive Officer, Director · 14 shared filings (4 issuers) · also on 2 other issuers

RICHARD K. LUBIN 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

BRADLEY M. BLOOM

Executive Officer, Director · 14 shared filings (4 issuers) · also on 1 other issuer

BRADLEY M. BLOOM is on 5 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

JANE BROCK-WILSON

Executive Officer, Director · 14 shared filings (4 issuers)

Listed on the same filings as Robert J. Small. Their page shows their other deals.

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

Person

SAAD HASAN

Executive Officer · 13 shared filings (7 issuers)

SAAD HASAN 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

DAVID R. PEELER

Executive Officer, Director · 11 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Robert J. Small. Their page shows their other deals.

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

Person

THOMAS Y. KUO

Executive Officer, Director · 7 shared filings (3 issuers) · also on 2 other issuers

THOMAS Y. KUO is on 5 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

Matthew J. Berner

Executive Officer · 6 shared filings (5 issuers)

Matthew J. Berner is on 5 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

Carl Ferenbach

Executive Officer, Director · 5 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Robert J. Small. Their page shows their other deals.

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

Person

D. RANDOLPH PEELER

Executive Officer, Director · 3 shared filings (2 issuers) · also on 3 other issuers

D. RANDOLPH PEELER is on 5 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 Johnson

Executive Officer · 3 shared filings (3 issuers) · also on 6 other issuers

Joshua Johnson 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

JUSTIN G. HUPP

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Robert J. Small. Their page shows their other deals.

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

Person

Terry H. Thompson

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Robert J. Small. Their page shows their other deals.

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

Person

Nii Amaah K. Ofosu-Amaah

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as Robert J. Small. Their page shows their other deals.

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

Person

Sharlyn C. Musslewhite

Executive Officer · 3 shared filings (3 issuers) · also on 2 other issuers

Sharlyn C. Musslewhite is on 5 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

Jonathan D. Nugar

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Robert J. Small. Their page shows their other deals.

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

Person

Jonathan D. Nuger

Executive Officer · 1 shared filing (1 issuer) · also on 17 other issuers

Jonathan D. Nuger is on 18 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Sponsor group

Berkshire

50 issuers · 98 filings · $13.95B reported sold · 2009–2026

BB Breakwater BP Co-Invest, L.P. Pooled Investment Fund · 2026
BC BPTN Capital, L.P. Pooled Investment Fund · 2026
BC BPTN Capital-A, L.P. Pooled Investment Fund · 2026
SF Stockbridge Fund, L.P. Pooled Investment Fund · $3.26B sold · 2010 · listed
SF STOCKBRIDGE FUND (OS), LTD. Pooled Investment Fund · $317.1M sold · 2011 · listed
BC BPTN Co-Invest, L.P. Pooled Investment Fund · 2026
SB Swish BP Co-Invest, L.P. Pooled Investment Fund · 2025
BA BP Ace EV, L.P. Pooled Investment Fund · 2025
BA BP Ace CV, L.P. Pooled Investment Fund · 2025
TB Titan BP Co-Invest, L.P. Pooled Investment Fund · 2025
BD Berkshire DT Co-Invest, L.P. Pooled Investment Fund · 2025
TB Tau BP Co-Invest, L.P. Pooled Investment Fund · 2025
BF BAH Forefront, L.P. Pooled Investment Fund · 2025
RS Rock Star LP Co-Invest II, L.P. Pooled Investment Fund · 2024
RS Rock Star LP Co-Invest I, L.P. Pooled Investment Fund · 2024
BF Berkshire Fund XI (IND), L.P. Pooled Investment Fund · 2024
BF Berkshire Fund XI-Lux (IND), L.P. Pooled Investment Fund · 2024
BS Berkshire Spectre Co-Investor, L.P. Pooled Investment Fund · 2021 · listed
TA TLand Aggregator I, L.P. Pooled Investment Fund · 2024 · listed
BH Berkshire HPC Co-Investor II, L.P. Pooled Investment Fund · 2024 · listed
BH Berkshire HPC Co-Investor I, L.P. Pooled Investment Fund · $170M sold · 2021 · listed
AP AHEAD Parent Holdings, LP Other · $189.5M sold · 2020
BD Berkshire Digital Infrastructure Fund-A, L.P. Pooled Investment Fund · $252M sold · 2022
BD Berkshire Digital Infrastructure Fund-B, L.P. Pooled Investment Fund · $252M sold · 2022
BD Berkshire Digital Infrastructure Fund, L.P. Pooled Investment Fund · $252M sold · 2022
BF Berkshire Fund XI-F, L.P. Pooled Investment Fund · 2023
BF Berkshire Fund XI, L.P. Pooled Investment Fund · 2023
BF Berkshire Fund XI-TE, L.P. Pooled Investment Fund · 2023
BF Berkshire Fund XI-Lux, SCSp Pooled Investment Fund · 2023
BC BPBB Co-Investor, L.P. Pooled Investment Fund · 2023
BD Berkshire DI IC Co-Invest, L.P. Pooled Investment Fund · 2023
BC BAH Co-Investor, L.P. Pooled Investment Fund · 2022 · listed
BC BEHP Co-Investor I, L.P. Pooled Investment Fund · 2022 · listed
PL PT2, L.P. Pooled Investment Fund · 2021 · listed
PL PTEV, L.P. Pooled Investment Fund · 2021 · listed
PA PTEV-A, L.P. Pooled Investment Fund · 2021 · listed
PA PT2-A, L.P. Pooled Investment Fund · 2021 · listed
PA PT2-A (Feeder), L.P. Pooled Investment Fund · 2021 · listed
BF Berkshire FGT Co-Investor, L.P. Pooled Investment Fund · 2021 · listed
BF Berkshire Fund X, L.P. Pooled Investment Fund · $4.35B sold · 2020 · listed
BF Berkshire Fund IX Coinvestment Fund, L.P. Pooled Investment Fund · 2017 · listed
LG LTS GROUP HOLDINGS LLC Telecommunications · $799.9M sold · 2013
BF Berkshire Fund IX, L.P. Pooled Investment Fund · 2015 · listed
AI Access Information Holdings, LLC Other · $269.8M sold · 2014
LC LTS CO-INVEST BLOCKER LLC Telecommunications · $78M sold · 2013
SG SRS Group Holdings, Inc. Other · 2013
BF Berkshire Fund VIII, L.P. Pooled Investment Fund · $4.19B sold · 2011 · listed
SP SSI POOLING, L.P. Other · $535M sold · 2010
TD Tower Development Corp REITS and Finance · $108K sold · 2009
OA Oros Access Holdings, LLC Investing · $1.4M sold · 2009

One team, 50 deal companies. Robert J. Small is listed on 18 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 J. SMALL.

Same business address

51 other issuers file from the same address (first 50 shown)

BCV Emerge Fund V, L.P. Boston, MA · 2026
NorthernLight SPV, L.P. Boston, MA · 2026
Bain Capital Global Direct Lending Fund (U) V RN, L.P. Boston, MA · 2026
Bain Capital Asia Direct Lending (A), L.P. Boston, MA · 2025
Bain Capital Asia Direct Lending (B) (CTB), L.P. Boston, MA · 2025
Bain Capital Asia Direct Lending Private Investors (A), L.P. Boston, MA · 2025
Asbury Drive RNF, L.P. Boston, MA · 2026
AL Gray Wolf Fund VIII Co-Invest, L.P. Boston, MA · 2026
Breakwater BP Co-Invest, L.P. Boston, MA · 2026
ArcLight Infrastructure Innovation Fund I-A, L.P. Boston, MA · 2026
ArcLight Infrastructure Innovation Fund I-B, L.P. Boston, MA · 2026
ArcLight Infrastructure Innovation Fund I-C, L.P. Boston, MA · 2026
Bain Capital European Direct Lending Fund (U), I.L.P. Boston, MA · 2026
Bain EDL Structured Feeder Designated Activity Co Boston, MA · 2026
BPTN Capital-A, L.P. Boston, MA · 2026
BPTN Capital, L.P. Boston, MA · 2026
Bain Capital High Income Partnership, L.P. Boston, MA · 2011
Aptakisic Road RNF, L.P. Boston, MA · 2026
Bain Capital Structured Credit Feeder, L.P. Boston, MA · 2017
Bain Capital Insurance Fund Private Investors II-A, L.P. Boston, MA · 2025
Bain Capital Insurance Fund Private Investors II, L.P. Boston, MA · 2025
Bain Capital Insurance Feeder Fund II-A, L.P. Boston, MA · 2025
Bain Capital Insurance Fund II-A, L.P. Boston, MA · 2025
Bain Capital Insurance Fund II, L.P. Boston, MA · 2025
Bain Capital Structured Credit Fund, L.P. Boston, MA · 2017
ArcLight Aransas Principal Investment Vehicle, L.P. Boston, MA · 2025
BC Insurance Sidecar Private Investors, L.P. Boston, MA · 2026
Bain Capital Insurance Sidecar Fund, L.P. Boston, MA · 2026
Arrowstreet Global Equity - Alpha Extension Fund, a sub-fund of Arrowstreet US Group Trust Boston, MA · 2012
Arrowstreet International Equity - ACWI ex US Fund, a sub-fund of Arrowstreet US Group Trust Boston, MA · 2013
Arrowstreet Capital Global Equity Long/Short Fund (Feeder) Ltd Boston, MA · 2014
Arrowstreet International Equity - EAFE Alpha Extension Fund, a sub-fund of Arrowstreet US Group Trust Boston, MA · 2015
Arrowstreet International Equity - Alpha Extension Fund, a sub-fund of Arrowstreet US Group Trust Boston, MA · 2015
Arrowstreet Emerging Market Trust Fund, a sub-fund of Arrowstreet Investment Trust Boston, MA · 2021
Arrowstreet Capital Global Equity Alpha Extension Fund (US Feeder) L.P. Boston, MA · 2021
Arrowstreet ACWI Reduced Carbon Alpha Extension Trust Fund, a sub-fund of Arrowstreet Investment Trust Boston, MA · 2021
Arrowstreet (Delaware) Alpha Extension Fund L.P. Boston, MA · 2021
Arrowstreet Global Minimum Volatility ESG Alpha Extension Trust Fund, a sub-fund of Arrowstreet Investment Trust Boston, MA · 2021
Arrowstreet ACWI Alpha Extension Common Values Trust Fund, a sub-fund of Arrowstreet Investment Trust Boston, MA · 2021
Bain Capital Middle Market Credit Partners V (A), L.P. Boston, MA · 2026
Bain Capital Middle Market Credit Partners V (B), I.L.P. Boston, MA · 2026
Bain Capital Venture Fund XI, L.P. Boston, MA · 2026
BCV XI Private Investors, L.P. Boston, MA · 2026
Milwaukee Avenue RNF L.P. Boston, MA · 2026
ARC Infra SMA, L.P. Boston, MA · 2026
Bain Capital Double Impact Fund III, L.P. Boston, MA · 2024
BC Cypress Vehicle 1, L.P. Boston, MA · 2026
BC Cypress 1 Private Investors, L.P. Boston, MA · 2026
BPTN Co-Invest, L.P. Boston, MA · 2026
Bain Capital Japan Middle Market Fund II, L.P. Boston, MA · 2026

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

None of the 18 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to ROBERT J. SMALL 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 18 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert J. Small is listed on: none on file. No website or social profile named in Berkshire HPC Co-Investor I, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #98,837 of 374,652 in line (1,253 issuers searched so far). One-tap searches: Look further ↓

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ROBERT J. SMALL

The short version

What the community is saying

Key records

1. Lawsuits

2. Regulatory actions

3. Bankruptcies

4. Differences between public sources

Investor count went down between filings — Stockbridge Fund, L.P.

Form D filed 339 days after the first sale — Stockbridge Fund, L.P.

No amendment in the last 12 months on an offering that may still be open — Berkshire HPC Co-Investor I, L.P. (latest filing Nov 8, 2021)

No amendment in the last 12 months on an offering that may still be open — Berkshire Fund X, L.P. (latest filing Jul 12, 2021)

No amendment in the last 12 months on an offering that may still be open — Berkshire Fund VIII, L.P. (latest filing Jul 28, 2011)

ROBERT J. SMALL is no longer listed on the Jan 30, 2015 amendment — STOCKBRIDGE FUND (OS), LTD.

5. Money to insiders

Deals 18

People around Robert 38

The team behind the deals

51 other issuers file from the same address (first 50 shown)

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