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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:06 AM ET

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Robert Meschi

Named as an officer, director or promoter on SEC Form D filings · Cayman Islands (as filed: E9) · Feb 14, 2012 → Oct 19, 2026

103deals (issuers)
$157.89Breported sold
8,915investors
352Form D filings
2012–2026years on file
Follow this personLook further ↓PDF

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

The short version

Robert Meschi is listed as an executive officer and director on 352 SEC Form D filings by 103 issuers between Feb 2012 and Oct 2026. Largest by amount reported sold: Prime Liquidity Fund LLC (New York, NY — pooled investment fund — 2021–2025; $104.04B reported sold to 102 investors), Fixed Income GlobalAlpha Offshore Fund Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2012–2013; $6.91B reported sold to 36 investors), BlackRock Appreciation Strategy Fund, LLC (Seattle, WA — pooled investment fund — 2017–2020; $4.05B reported sold to 472 investors), Aristeia International Ltd (Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2023–2026; $3.27B reported sold to 423 investors), Market Advantage, Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2012–2013; $3.15B reported sold to 27 investors) and 98 more (all listed below).

What this means That is a lot of deals — 103 separate companies raised money with this person listed as executive officer and director, over about 14 years. Across those companies the filings report $157.89B sold in total.

Listed alongside Bryan J. Smith (88 shared filings), Darren Stainrod (88 shared filings), Dennis Hunter (88 shared filings), Patrick Agemian (70 shared filings), J. P. Morgan Private Investments Inc. (54 shared filings, management entity) and 103 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 4 sponsor groups: J P Morgan (681 issuers, $310.46B reported sold, 2008–2026), Serengeti Caracal (47 issuers, $3.86B reported sold, 2009–2026), Blackrock (79 issuers, $24.24B reported sold, 2009–2026) and Goldentree (72 issuers, $19.39B reported sold, 2010–2026).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 352 public filings for Robert Meschi and found 14 differences, 7 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; 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 Meschi has not run yet — it is joining a line of 6,637 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

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

Key records

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

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 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 Meschi..

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

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

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

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

4. Differences between public sources

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

14 differences found between the filings for Robert Meschi — 7 worth asking about (compared the newest 50 of 352 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jan 27, 2025 – Feb 10, 2026

Amount sold went down between filings — BlackRock Appreciation Strategy Fund, Ltd.

The Jan 27, 2025 filing says $361,086,229 sold; the Feb 10, 2026 Form D/A says $269,722,230 sold — $91,363,999 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Jan 27, 2025 ↗Form D/A (later) · Feb 10, 2026 ↗BlackRock Appreciation Strategy Fund, Ltd. — PartnerFacts page ↗
Sources
Worth asking · Jan 27, 2025 – Feb 10, 2026

Investor count went down between filings — BlackRock Appreciation Strategy Fund, Ltd.

The Jan 27, 2025 filing reports 34 investors; the Feb 10, 2026 Form D/A reports 32 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 27, 2025 ↗Form D/A (later) · Feb 10, 2026 ↗BlackRock Appreciation Strategy Fund, Ltd. — PartnerFacts page ↗
Sources
Worth asking · Mar 12, 2012 – Mar 5, 2026

Paid seller listed without a CRD number: McCutchen Group — Q-BLK APPRECIATION FUND LP

McCutchen Group is listed as receiving sales compensation on 15 filings (Mar 12, 2012 to Mar 5, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Mar 5, 2026 ↗BrokerCheck search: McCutchen Group ↗Q-BLK APPRECIATION FUND LP — PartnerFacts page ↗
Sources
Worth asking · Aug 21, 2009 – Feb 10, 2026

Paid seller listed without a CRD number: McCutchen Group, LLC — FQR Alternatives II, L.P.

McCutchen Group, LLC is listed as receiving sales compensation on 18 filings (Aug 21, 2009 to Feb 10, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Feb 10, 2026 ↗BrokerCheck search: McCutchen Group, LLC ↗FQR Alternatives II, L.P. — PartnerFacts page ↗
Sources
Worth asking · Sep 17, 2009 – Feb 2, 2026

Paid seller listed without a CRD number: McCutchen Group, LLC — Q-BLK STRATEGIC PARTNERS INC

McCutchen Group, LLC is listed as receiving sales compensation on 18 filings (Sep 17, 2009 to Feb 2, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Feb 2, 2026 ↗BrokerCheck search: McCutchen Group, LLC ↗Q-BLK STRATEGIC PARTNERS INC — PartnerFacts page ↗
Sources
Worth asking · Sep 30, 2025 – Mar 23, 2026

Form D filed 174 days after the first sale — TPG RC II Private Investors Offshore, L.P.

The filing says the first sale was Sep 30, 2025. The Form D was filed Mar 23, 2026 — 174 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 159 days past that.

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

Form D · Mar 23, 2026 ↗TPG RC II Private Investors Offshore, L.P. — PartnerFacts page ↗
Sources
Worth asking · Sep 30, 2025 – Mar 23, 2026

Form D filed 174 days after the first sale — TPG RC II Private Investors, LLC

The filing says the first sale was Sep 30, 2025. The Form D was filed Mar 23, 2026 — 174 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 159 days past that.

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

Form D · Mar 23, 2026 ↗TPG RC II Private Investors, LLC — PartnerFacts page ↗
Sources
Note · Oct 16, 2013 – Mar 6, 2026

Same name, different state: "Robert Meschi" (NY) is a separate record

This page covers filings where the address state is E9. A separate record, "Robert Meschi" with address state NY, is listed on 122 filings — most recently by Kynam Global Healthcare Offshore Fund, Ltd. (Mar 6, 2026). Both records have filings in the same period (Oct 16, 2013 to Mar 6, 2026).

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

Robert Meschi (NY) — PartnerFacts page ↗Form D/A · Mar 6, 2026 ↗Kynam Global Healthcare Offshore Fund, Ltd. — PartnerFacts page ↗Robert Meschi (E9) — this page ↗
Sources
Note · May 31, 2023 – Feb 12, 2026

Same name, different state: "Robert Meschi" (IN) is a separate record

This page covers filings where the address state is E9. A separate record, "Robert Meschi" with address state IN, is listed on 28 filings — most recently by Maritime Capital Partners Offshore Ltd (Feb 12, 2026). Both records have filings in the same period (May 31, 2023 to Feb 12, 2026).

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

Robert Meschi (IN) — PartnerFacts page ↗Form D/A · Feb 12, 2026 ↗Maritime Capital Partners Offshore Ltd — PartnerFacts page ↗Robert Meschi (E9) — this page ↗
Sources
Note · Dec 28, 2012 – Jan 16, 2026

Same name, different state: "Robert Meschi" (DE) is a separate record

This page covers filings where the address state is E9. A separate record, "Robert Meschi" with address state DE, is listed on 61 filings — most recently by Current Asset Fund Ltd. (Jan 16, 2026). Both records have filings in the same period (Dec 28, 2012 to Jan 16, 2026).

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

Robert Meschi (DE) — PartnerFacts page ↗Form D/A · Jan 16, 2026 ↗Current Asset Fund Ltd. — PartnerFacts page ↗Robert Meschi (E9) — this page ↗
Sources
Note · Sep 24, 2012 – Dec 31, 2025

Same name, different state: "Robert L. Meschi" (DE) is a separate record

This page covers filings where the address state is E9. A separate record, "Robert L. Meschi" with address state DE, is listed on 7 filings — most recently by STANDARD INVESTMENT RESEARCH ENERGY OPPORTUNITIES OVERSEAS FUND, LTD. (Dec 31, 2025). Both records have filings in the same period (Sep 24, 2012 to Dec 31, 2025).

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

Robert L. Meschi (DE) — PartnerFacts page ↗Form D/A · Dec 31, 2025 ↗STANDARD INVESTMENT RESEARCH ENERGY OPPORTUNITIES OVERSEAS FUND, LTD. — PartnerFacts page ↗Robert Meschi (E9) — this page ↗
Sources
Note · Mar 28, 2014 – Mar 29, 2022

Same name, different state: "Robert L. Meschi" (NY) is a separate record

This page covers filings where the address state is E9. A separate record, "Robert L. Meschi" with address state NY, is listed on 29 filings — most recently by TREXQUANT OFFSHORE FUND LTD. (Mar 29, 2022). Both records have filings in the same period (Mar 28, 2014 to Mar 29, 2022).

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

Robert L. Meschi (NY) — PartnerFacts page ↗Form D/A · Mar 29, 2022 ↗TREXQUANT OFFSHORE FUND LTD. — PartnerFacts page ↗Robert Meschi (E9) — this page ↗
Sources
Note · May 21, 2010 – Dec 12, 2025

16 address changes between filings

Address moved from New York, NY to West Palm Beach, FL — Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio S · Address moved from Grand Cayman, Cayman Islands (as filed: E9) to New York, NY — U.S. Large Cap 130/30 Fund, LLC · Address moved from Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) to Grand Cayman, Cayman Islands (as filed: E9) — U.S. Large Cap 130/30 Fund, LLC · Address moved from Greenwich, CT to Grand Cayman, Cayman Islands (as filed: E9) — Aristeia International Ltd · Address moved from Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) to Grand Cayman, Cayman Islands (as filed: E9) — Swiftcurrent Offshore, Ltd. · and 11 more

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

Form D/A · Dec 13, 2024 ↗Form D/A · Dec 12, 2025 ↗Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio S — PartnerFacts page ↗Form D/A · Oct 17, 2024 ↗
Sources
Note · Mar 17, 2009 – Mar 4, 2022

Reported net asset value range changed between filings — Swiftcurrent Offshore, Ltd.

"Over $100,000,000" (Mar 17, 2009); then "Decline to Disclose" (Mar 4, 2022).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D/A · Mar 17, 2009 ↗Form D/A · Mar 4, 2022 ↗Swiftcurrent Offshore, Ltd. — 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. We compared the newest 50 of 352 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

29 of 103 offerings report sales commissions totalling $39,754,455; 6 report finder's fees totalling $1,063,007; 1 reports proceeds to related persons totalling $29,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 19, 2026 D
Two Seventy Direct Lending Perpetual Capital Fund A (L), LP
File 021-601776
$0$0$0
The Issuer charges a management fee which is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Oct 19, 2026 D
Two Seventy Direct Lending Perpetual Capital Master Fund A (L), LP
File 021-601779
$0$0$0
The Issuer charges a management fee which is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Oct 9, 2026 D/A
U.S. Large Cap 130/30 Fund, LLC
File 021-128706
$0$0$0J.P. Morgan Institutional Investments Inc. BrokerCheck CRD 102920 ↗EDGAR ↗
Oct 5, 2026 D/A
Coatue Growth Fund VI Private Investors Cayman, L.P.
File 021-590954
$6,486,600 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC ("JPMS") (CRD 79 ↗)
EDGAR ↗
Oct 5, 2026 D/A
Coatue Growth Fund VI Private Investors US, LLC
File 021-590953
$10,315,725 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC ("JPMS") (CRD 79 ↗)
EDGAR ↗
Sep 28, 2026 D/A
Aristeia International Ltd
File 021-128363
$0$0$29,000 (est.)
Represents directors' fees. The IM and its affiliate receive management and incentive compensation indirectly from the Issuer, fully discussed in the Issuer's offering materials. Mr. Lynch does not receive any compensation for acting as director.
None listed on this filingEDGAR ↗
Sep 10, 2026 D/A
GC Creation Fund III Private Investors, LLC
File 021-579891
$1,742,900 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Aug 27, 2026 D/A
Industry Ventures XI Private Investors, LLC
File 021-592815
$2,059,250 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Jul 31, 2026 D
Industry Ventures XI Private Investors Offshore, L.P.
File 021-592819
$267,800 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Jul 10, 2026 D/A
GC Creation Fund III Private Investors Offshore, L.P.
File 021-579915
$182,750 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Jul 7, 2026 D/A
ECP VI Private Investors, LLC
File 021-563593
$1,430,000 (est.)$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPMS"")" (CRD 79 ↗)
EDGAR ↗
Jul 7, 2026 D/A
ECP VI Private Investors Offshore, L.P.
File 021-581538
$483,000 (est.)$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPMS"")" (CRD 79 ↗)
EDGAR ↗
Jun 5, 2026 D/A
Tamus ARS Fund LP
File 021-193417
$0$0$0None listed on this filingEDGAR ↗
Jun 5, 2026 D/A
William Fund, LLC
File 021-235461
$0$0$0None listed on this filingEDGAR ↗
Jun 4, 2026 D/A
RW Fund, LLC
File 021-171689
$0$0$0None listed on this filingEDGAR ↗
Jun 2, 2026 D
Select Alpha Fund II, L.P.
File 021-585886
$0$0$0None listed on this filingEDGAR ↗
May 6, 2026 D
Serengeti Big Cat Fund Ltd.
File 021-583005
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 27, 2026 D/A
ASports Private Investors, LLC
File 021-571264
$2,628,080 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Mar 24, 2026 D/A
TPG RC II Private Investors, LLC
File 021-577383
$596,500$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Mar 24, 2026 D/A
TPG RC II Private Investors Offshore, L.P.
File 021-577390
$237,750$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Mar 6, 2026 D
TPG Partners X Private Investors, LLC
File 021-575648
$890,000$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Mar 6, 2026 D
TPG Partners X Private Investors Offshore L.P.
File 021-575649
$582,750$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Mar 5, 2026 D/A
Q-BLK APPRECIATION FUND LP
File 021-74271
$0$199,922$0McCutchen Group no CRD number reportedEDGAR ↗
Feb 27, 2026 D/A
Swiftcurrent Offshore, Ltd.
File 021-106706
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 10, 2026 D/A
FQR Alternatives II, L.P.
File 021-70290
$137,709$16,843$0McCutchen Group, LLC no CRD number reported
Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗		EDGAR ↗
Feb 10, 2026 D/A
BlackRock Appreciation Strategy Fund, Ltd.
File 021-137789
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2026 D
Serengeti Caracal SPC Ltd. - Segregated Portfolio CC2
File 021-572481
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 2, 2026 D/A
Q-BLK STRATEGIC PARTNERS INC
File 021-71102
$0$42,883$0McCutchen Group, LLC no CRD number reportedEDGAR ↗
Dec 31, 2025 D/A
Stripes VII Private Investors, LLC
File 021-562176
$760,600 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Dec 31, 2025 D
Stripes VII Private Investors Offshore, L.P.
File 021-568588
$264,250 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Dec 12, 2025 D/A
Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio S
File 021-328526
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Dec 9, 2025 D/A
SVSS VI Private Investors Offshore, L.P.
File 021-540697
$1,269,500 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Dec 3, 2025 D
AHVF III Private Investors Offshore, L.P.
File 021-565639
$200,125 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Dec 2, 2025 D/A
AHVF III Private Investors, LLC
File 021-554583
$693,450 (est.)$0$0None no CRD number reported
via J.P. Morgan Securities LLC (CRD 079 ↗)
EDGAR ↗
Nov 13, 2025 D/A
SVSS VI Private Investors, LLC
File 021-540693
$4,404,200 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Oct 24, 2025 D/A
Serengeti Caracal SPC Ltd. - Segregated Portfolio ES
File 021-463018
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Oct 7, 2025 D/A
GoldenTree High Yield Value Fund Offshore (Strategic), Ltd.
File 021-149481
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Aug 8, 2025 D/A
Prime Liquidity Fund LLC
File 021-269104
$0$0$0
The Investment Adviser receives customary investment advisory fees calculated on the basis of the Issuer's average daily net asset value.
J.P. Morgan Institutional Investments Inc. BrokerCheck CRD 000102920 ↗
via J.P. Morgan Institutional Investments Inc. (CRD 000102920 ↗)
EDGAR ↗
Aug 8, 2025 D
OrbiMed Royalties V Private Investors, LLC
File 021-554066
$661,000 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Aug 8, 2025 D
OrbiMed Royalties V Private Investors Offshore, L.P.
File 021-554067
$225,000 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jul 1, 2025 D/A
HGV OCF III Private Investors Offshore, L.P.
File 021-542741
$894,000$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Apr 16, 2025 D/A
Omni SPC, Ltd.
File 021-148647
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2025 D
Sculptor Real Estate V Private Investors Offshore, L.P.
File 021-537964
$211,250 (est.)$0$0N/A no CRD number reported
via "J.P. Morgan Securities LLC (""JPMS"")" (CRD 79 ↗)
EDGAR ↗
Jan 6, 2025 D/A
Sculptor Real Estate V Private Investors, LLC
File 021-529525
$1,128,325$0$0N.A no CRD number reported
via "J.P. Morgan Securities LLC (""JPMS"")" (CRD 79 ↗)
EDGAR ↗
Oct 23, 2024 D/A
GCOF IV Private Investors, LLC
File 021-521384
$582,250 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Oct 23, 2024 D/A
GCOF IV Private Investors Offshore, L.P.
File 021-521386
$337,500 (est.)$0$0N/A no CRD number reported
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Sep 26, 2024 D/A
475 Fund, Ltd.
File 021-199361
$0$0$0None listed on this filingEDGAR ↗
May 3, 2024 D/A
Jet Capital Concentrated Offshore Fund, Ltd.
File 021-177924
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 10, 2024 D/A
China A-Share Equity Fund LLC
File 021-433354
$0$0$0J.P. Morgan Institutional Investments, Inc. BrokerCheck CRD 102920 ↗EDGAR ↗
Apr 10, 2024 D/A
Global Emerging Markets Opportunities Fund, LLC
File 021-192614
$0$0$0J.P. Morgan Institutional Investments, Inc. BrokerCheck CRD 102920 ↗EDGAR ↗
Apr 10, 2024 D/A
Global Emerging Markets Discovery Fund, LLC
File 021-129575
$0$0$0J.P. Morgan Institutional Investments, Inc. BrokerCheck CRD 102920 ↗EDGAR ↗
Apr 10, 2024 D/A
All Country International Equity 3(c)(7) Fund, LLC
File 021-172761
$0$0$0J.P. Morgan Institutional Investments, Inc. BrokerCheck CRD 102920 ↗EDGAR ↗
Jan 31, 2024 D
MAS Global Dynamic Allocation Fund, LLC
File 021-504074
$0$0$0J.P. Morgan Institutional Investments, Inc. BrokerCheck CRD 102920 ↗EDGAR ↗
Sep 21, 2023 D/A
Select Credit Opportunities Offshore Fund II, L.P.
File 021-369861
$0$0$0None listed on this filingEDGAR ↗
Aug 11, 2023 D/A
Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio E
File 021-201995
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Jul 18, 2023 D/A
GoldenTree Multi-Sector Fund Offshore ERISA, Ltd.
File 021-344462
$0$0$0
The Issuer charges a management fee that is described in the Issuer's confidential offering documents.
None listed on this filingEDGAR ↗
May 19, 2023 D/A
Serengeti Opportunities Ltd
File 021-108978
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 3, 2023 D/A
Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio SPC II
File 021-307000
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 22, 2023 D
PanAgora Risk Managed Global Opportunities Master Fund, Ltd.
File 021-474051
$0$0$0None listed on this filingEDGAR ↗
May 20, 2022 D/A
Serengeti Lycaon Overseas Ltd
File 021-140215
$0$0$0
The fund charges a management fee that is described by the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 11, 2022 D
Global Emerging Markets Analyst Fund LLC
File 021-433330
$0$0$0J.P. Morgan Institutional Investments, Inc. BrokerCheck CRD 102920 ↗EDGAR ↗
Apr 26, 2021 D/A
ALPHAKEYS MILLENNIUM FUND (OFFSHORE), LTD.
File 021-164323
$0$0$0UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗EDGAR ↗
Jan 15, 2021 D/A
Serengeti Caracal Fund Ltd.
File 021-330934
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Jan 8, 2021 D/A
Acacia Conservation Fund (Offshore), Ltd.
File 021-110096
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Nov 23, 2020 D/A
Orange 2015 DisloCredit Fund, L.P.
File 021-246971
$0$0$0None listed on this filingEDGAR ↗
Nov 23, 2020 D/A
QIP Ltd.
File 021-67240
$0$1,587$0McCutchen Group no CRD number reportedEDGAR ↗
Oct 15, 2020 D/A
Belfry Fund, L.P. - Core Portfolio
File 021-272420
$0$0$0None listed on this filingEDGAR ↗
Oct 9, 2020 D/A
BlackRock Appreciation Strategy Fund, LLC
File 021-42905
$0$677,618$0McCutchen Group no CRD number reportedEDGAR ↗
Aug 14, 2020 D/A
Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio HH
File 021-292804
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Jul 10, 2020 D
Serengeti Caracal SPC Ltd. - Segregated Portfolio TR
File 021-370737
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 11, 2020 D/A
Wishbone International Partners, Ltd.
File 021-106388
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Jan 16, 2020 D/A
LyonRoss Partners Fund Ltd.
File 021-98105
$71,086$0$0EFG BANK no CRD number reportedEDGAR ↗
Jan 13, 2020 D/A
Neo Ivy Capital Offshore Fund Ltd.
File 021-330293
$0$0$0 (est.)
Persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Dec 12, 2019 D/A
1893 Fund, LLC
File 021-229843
$0$0$0None listed on this filingEDGAR ↗
Dec 5, 2019 D
Serengeti Caracal SPC Ltd. -Segregated Portfolio EC
File 021-354834
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Sep 6, 2019 D/A
Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio CI
File 021-294327
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Aug 15, 2019 D/A
Serengeti Segregated Portfolio Co Ltd.- Segregated Portfolio USF II
File 021-222990
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 27, 2019 D
HOUSTON BBP, L.P.
File 021-335848
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 19, 2018 D/A
Q BLK STRATEGIC PARTNERS II, LTD
File 021-118609
$0$124,154$0McCutchen Group, LLC no CRD number reportedEDGAR ↗
Nov 21, 2018 D/A
Q-BLK ARS III INSTITUTIONAL, LTD
File 021-118482
$0$0$0None listed on this filingEDGAR ↗
Jul 12, 2018 D
Belfry Fund, L.P. - EP Portfolio
File 021-316650
$0$0$0None listed on this filingEDGAR ↗
May 4, 2018 D/A
MULTI-STRATEGY FUND II, L.P.
File 021-128976
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2018 D/A
BRHF Custom, LLC
File 021-190148
$0$0$0None listed on this filingEDGAR ↗
Aug 15, 2017 D/A
Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio SF-1
File 021-201508
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
May 23, 2017 D/A
Serengeti Lycaon Energy Ltd
File 021-263751
$0$0$0
The fund charges a management fee that is described by the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 27, 2017 D/A
ALPHAKEYS GS INVESTMENT PARTNERS (OFFSHORE), LTD.
File 021-176670
$0$0$0UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗EDGAR ↗
Sep 29, 2016 D/A
GoldenTree High Yield Value Fund Offshore II, Ltd.
File 021-142093
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 14, 2016 D/A
BlackRock Multi-Manager Partners (Offshore) Ltd.
File 021-62128
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2015 D/A
Andalusian Corporate Opportunities Offshore Fund, Ltd.
File 021-223555
$11,105 (est.)$0$0
"The investment manager (""IM"") is entitled to a management fee and a performance allocation, terms of which are discussed in the Issuer's confidential offering materials. Directors unaffiliated with IM receive an annual fee for services to the Issuer."
Far Hills Group LLC BrokerCheck CRD 32243 ↗EDGAR ↗
Apr 3, 2014 D/A
Azentus Global Opportunities Fund Ltd
File 021-158301
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 3, 2014 D/A
Azentus Global Opportunities Fund L.P.
File 021-158302
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Aug 16, 2013 D
Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio SF
File 021-201507
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Aug 16, 2013 D
Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio E-11
File 021-201509
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 5, 2013 D/A
Market Advantage, Ltd.
File 021-145628
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 5, 2013 D/A
Synthetic US Core Bond Fund Ltd.
File 021-129028
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 5, 2013 D/A
U.S. LIBOR GlobalAlpha Bond Fund Ltd.
File 021-100023
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 5, 2013 D/A
U.S. Extended Core GlobalAlpha Bond (Non-ERISA) Fund Ltd.
File 021-109970
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 28, 2013 D/A
SANSAR CAPITAL SPECIAL OPPORTUNITY FUND LTD
File 021-86680
$0$0$0None listed on this filingEDGAR ↗
Feb 14, 2013 D/A
Fixed Income GlobalAlpha Offshore Fund Ltd.
File 021-173463
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 14, 2013 D/A
Fixed Income GlobalAlpha Onshore Fund LLC
File 021-173466
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Nov 15, 2012 D/A
GoldenTree CLO Debt Investment Fund 2011 Ltd
File 021-169186
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 5, 2012 D/A
3D Global Opportunities (U.S. Institutional) Fund Ltd.
File 021-100050
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 29, 2012 D/A
Sansar Capital Ltd
File 021-78223
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 103

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

TS
Pooled Investment Fund · group: J P Morgan

Two Seventy Direct Lending Perpetual Capital Fund A (L), LP

New York, NY · Oct 19, 2026
  • Oct 19, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

TS
Pooled Investment Fund · group: J P Morgan

Two Seventy Direct Lending Perpetual Capital Master Fund A (L), LP

New York, NY · Oct 19, 2026
  • Oct 19, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

US
Pooled Investment Fund · group: J P Morgan

U.S. Large Cap 130/30 Fund, LLC

New York, NY · Oct 26, 2018 → Oct 9, 2026 · 9 filings
  • Oct 9, 2026 · D/A · $2,169,700,690 sold of Indefinite · 49 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 17, 2025 · D/A · $2,095,850,690 sold of Indefinite · 46 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 17, 2024 · D/A · $1,638,825,690 sold of Indefinite · 37 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 17, 2023 · D/A · $1,388,475,690 sold of Indefinite · 25 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 18, 2022 · D/A · $1,388,475,690 sold of Indefinite · 25 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 18, 2021 · D/A · $1,388,479,690 sold of Indefinite · 25 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 20, 2020 · D/A · $1,388,475,690 sold of Indefinite · 25 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 25, 2019 · D/A · $1,388,475,690 sold of Indefinite · 25 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 26, 2018 · D/A · $1,388,475,690 sold of Indefinite · 25 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $2.17B from 49 investors as of the latest filing. Robert is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CG
Pooled Investment Fund

Coatue Growth Fund VI Private Investors Cayman, L.P.

George Town, Cayman Islands (as filed: E9) · Jul 15, 2026 → Oct 5, 2026 · 2 filings
  • Oct 5, 2026 · D/A · $761,985,000 sold of Indefinite · 590 investors · min. $250,000 · role: Executive Officer (Director of the General Partner of the Issuer) EDGAR ↗
  • Jul 15, 2026 · D · $526,955,000 sold of Indefinite · 395 investors · min. $250,000 · role: Executive Officer (Director of the General Partner of the Issuer) EDGAR ↗

Raised $762M from 590 investors 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CG
Pooled Investment Fund · group: J P Morgan

Coatue Growth Fund VI Private Investors US, LLC

New York, NY · Jul 15, 2026 → Oct 5, 2026 · 2 filings
  • Oct 5, 2026 · D/A · $1,058,560,000 sold of Indefinite · 1,139 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗
  • Jul 15, 2026 · D · $778,230,000 sold of Indefinite · 773 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗

Raised $1.06B from 1,139 investors 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AI
Pooled Investment Fund · group: Aristeia

Aristeia International Ltd

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Oct 5, 2023 → Sep 28, 2026 · 4 filings
  • Sep 28, 2026 · D/A · $3,267,225,277 sold of Indefinite · 423 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 2, 2025 · D/A · $3,068,935,277 sold of Indefinite · 421 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 3, 2024 · D/A · $3,040,435,277 sold of Indefinite · 420 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 5, 2023 · D/A · $2,935,935,277 sold of Indefinite · 416 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $3.27B from 423 investors as of the latest filing. Robert is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GC
Pooled Investment Fund · group: J P Morgan

GC Creation Fund III Private Investors, LLC

New York, NY · Apr 10, 2026 → Sep 10, 2026 · 4 filings
  • Sep 10, 2026 · D/A · $172,785,000 sold of Indefinite · 228 investors · min. $50,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Jul 10, 2026 · D/A · $157,635,000 sold of Indefinite · 207 investors · min. $50,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • May 29, 2026 · D/A · $149,310,000 sold of Indefinite · 191 investors · min. $50,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Apr 10, 2026 · D · $101,510,000 sold of Indefinite · 131 investors · min. $50,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $172.8M from 228 investors as of the latest filing. Robert is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

IV
Pooled Investment Fund · group: J P Morgan

Industry Ventures XI Private Investors, LLC

New York, NY · Jul 31, 2026 → Aug 27, 2026 · 2 filings
  • Aug 27, 2026 · D/A · $171,700,000 sold of Indefinite · 191 investors · min. $50,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Jul 31, 2026 · D · $153,350,000 sold of Indefinite · 165 investors · min. $50,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $171.7M from 191 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

IV
Pooled Investment Fund · group: J P Morgan

Industry Ventures XI Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jul 31, 2026
  • Jul 31, 2026 · D · $20,690,000 sold of Indefinite · 16 investors · min. $50,000 · role: Director (Director of General Partner of the Issuer) EDGAR ↗

Raised $20.7M from 16 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

GC
Pooled Investment Fund · group: J P Morgan

GC Creation Fund III Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 10, 2026 → Jul 10, 2026 · 3 filings
  • Jul 10, 2026 · D/A · $13,725,000 sold of Indefinite · 28 investors · min. $50,000 · role: Director (Director of General Partner of the Issuer) EDGAR ↗
  • May 29, 2026 · D/A · $12,600,000 sold of Indefinite · 23 investors · min. $50,000 · role: Director (Director of General Partner of the Issuer) EDGAR ↗
  • Apr 10, 2026 · D · $10,250,000 sold of Indefinite · 17 investors · min. $50,000 · role: Director (Director of General Partner of the Issuer) EDGAR ↗

Raised $13.7M from 28 investors as of the latest filing. Robert is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

EV
Pooled Investment Fund

ECP VI Private Investors Offshore, L.P.

George Town, Cayman Islands (as filed: E9) · Apr 23, 2026 → Jul 7, 2026 · 2 filings
  • Jul 7, 2026 · D/A · $34,350,000 sold of Indefinite · 43 investors · min. $250,000 · role: Executive Officer (Director of the General Partner of the Issuer.) EDGAR ↗
  • Apr 23, 2026 · D · $28,750,000 sold of Indefinite · 36 investors · min. $250,000 · role: Executive Officer (Director of the General Partner of the Issuer.) EDGAR ↗

Raised $34.4M from 43 investors 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

EV
Pooled Investment Fund · group: J P Morgan

ECP VI Private Investors, LLC

New York, NY · Nov 10, 2025 → Jul 7, 2026 · 3 filings
  • Jul 7, 2026 · D/A · $117,300,000 sold of Indefinite · 143 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers.) EDGAR ↗
  • Dec 31, 2025 · D/A · $76,250,000 sold of Indefinite · 99 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers.) EDGAR ↗
  • Nov 10, 2025 · D · $60,275,000 sold of Indefinite · 80 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers.) EDGAR ↗

Raised $117.3M from 143 investors as of the latest filing. Robert is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

WF
Pooled Investment Fund · group: Blackrock

William Fund, LLC

Seattle, WA · Nov 22, 2017 → Jun 5, 2026 · 9 filings
  • Jun 5, 2026 · D/A · $243,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • May 29, 2025 · D/A · $173,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • May 13, 2024 · D/A · $173,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Nov 23, 2022 · D/A · $173,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Nov 23, 2021 · D/A · $173,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Nov 23, 2020 · D/A · $173,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Nov 22, 2019 · D/A · $173,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Nov 23, 2018 · D/A · $173,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Nov 22, 2017 · D/A · $173,200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗

Raised $243.2M from 1 investor as of the latest filing. Robert is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TA
Pooled Investment Fund · group: Blackrock

Tamus ARS Fund LP

Seattle, WA · Nov 22, 2017 → Jun 5, 2026 · 9 filings
  • Jun 5, 2026 · D/A · $269,148,981 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • May 27, 2025 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • May 13, 2024 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 23, 2022 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 23, 2021 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 23, 2020 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 22, 2019 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 23, 2018 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 22, 2017 · D/A · $269,148,981 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $269.1M from 2 investors as of the latest filing. Robert is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

RF
Pooled Investment Fund · group: Blackrock

RW Fund, LLC

Seattle, WA · Jan 17, 2018 → Jun 4, 2026 · 9 filings
  • Jun 4, 2026 · D/A · $707,550,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • May 29, 2025 · D/A · $667,550,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • May 8, 2024 · D/A · $667,550,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Jan 19, 2023 · D/A · $667,550,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Jan 19, 2022 · D/A · $667,550,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Jan 19, 2021 · D/A · $417,550,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Jan 17, 2020 · D/A · $332,550,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Jan 17, 2019 · D/A · $250,050,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Jan 17, 2018 · D/A · $230,050,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗

Raised $707.5M from 2 investors as of the latest filing. Robert is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SA
Pooled Investment Fund · group: J P Morgan

Select Alpha Fund II, L.P.

New York, NY · Jun 2, 2026
  • Jun 2, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

SB
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Big Cat Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 6, 2026
  • May 6, 2026 · D · $20,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $20M from 1 investor as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AP
Pooled Investment Fund · group: J P Morgan

ASports Private Investors, LLC

New York, NY · Jan 27, 2026 → Mar 27, 2026 · 2 filings
  • Mar 27, 2026 · D/A · $166,799,000 sold of Indefinite · 348 investors · min. $50,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Jan 27, 2026 · D · $104,447,000 sold of Indefinite · 226 investors · min. $50,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $166.8M from 348 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

TR
Pooled Investment Fund

TPG RC II Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 23, 2026 → Mar 24, 2026 · 2 filings
  • Mar 24, 2026 · D/A · $54,700,000 sold of Indefinite · 18 investors · min. $250,000 · role: Director EDGAR ↗
  • Mar 23, 2026 · D · $54,700,000 sold of Indefinite · 18 investors · min. $250,000 · role: Director EDGAR ↗

Raised $54.7M from 18 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TR
Pooled Investment Fund · group: J P Morgan

TPG RC II Private Investors, LLC

New York, NY · Mar 23, 2026 → Mar 24, 2026 · 2 filings
  • Mar 24, 2026 · D/A · $41,325,000 sold of Indefinite · 61 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗
  • Mar 23, 2026 · D · $41,325,000 sold of Indefinite · 61 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers) EDGAR ↗

Raised $41.3M from 61 investors 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TP
Pooled Investment Fund · group: J P Morgan

TPG Partners X Private Investors, LLC

New York, NY · Mar 6, 2026
  • Mar 6, 2026 · D · $84,800,000 sold of Indefinite · 90 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $84.8M from 90 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

TP
Pooled Investment Fund · group: J P Morgan

TPG Partners X Private Investors Offshore L.P.

New York, NY · Mar 6, 2026
  • Mar 6, 2026 · D · $40,950,000 sold of Indefinite · 16 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $41M from 16 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

QB
Pooled Investment Fund · group: Blackrock

Q-BLK APPRECIATION FUND LP

Seattle, WA · Nov 21, 2017 → Mar 5, 2026 · 9 filings
  • Mar 5, 2026 · D/A · $286,832,470 sold of Indefinite · 98 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Feb 25, 2025 · D/A · $187,227,735 sold of Indefinite · 54 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Feb 27, 2024 · D/A · $187,227,735 sold of Indefinite · 54 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 22, 2022 · D/A · $187,227,735 sold of Indefinite · 54 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 22, 2021 · D/A · $187,227,735 sold of Indefinite · 54 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 20, 2020 · D/A · $186,977,735 sold of Indefinite · 54 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 14, 2019 · D/A · $186,977,735 sold of Indefinite · 54 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 21, 2018 · D/A · $185,977,735 sold of Indefinite · 53 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 21, 2017 · D/A · $184,927,710 sold of Indefinite · 53 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $286.8M from 149 investors as of the latest filing. Robert is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SO
Pooled Investment Fund · group: Avoro

Swiftcurrent Offshore, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 5, 2021 → Feb 27, 2026 · 6 filings
  • Feb 27, 2026 · D/A · $2,337,770,230 sold of Indefinite · 208 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 28, 2025 · D/A · $2,337,770,230 sold of Indefinite · 208 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 1, 2024 · D/A · $2,337,770,230 sold of Indefinite · 208 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 3, 2023 · D/A · $2,337,770,230 sold of Indefinite · 208 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 4, 2022 · D/A · $2,337,770,230 sold of Indefinite · 208 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 5, 2021 · D/A · $2,337,770,230 sold of Indefinite · 208 investors · min. No minimum reported · role: Director (DIRECTOR OF THE ISSUER) EDGAR ↗

Raised $2.34B from 211 investors as of the latest filing. Robert is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BA
Pooled Investment Fund · group: Blackrock

BlackRock Appreciation Strategy Fund, Ltd.

Seattle, WA · Jan 18, 2018 → Feb 10, 2026 · 9 filings
  • Feb 10, 2026 · D/A · $269,722,230 sold of Indefinite · 32 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 27, 2025 · D/A · $361,086,229 sold of Indefinite · 34 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 16, 2024 · D/A · $353,086,229 sold of Indefinite · 33 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 19, 2023 · D/A · $310,783,608 sold of Indefinite · 30 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 19, 2022 · D/A · $284,083,608 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 19, 2021 · D/A · $265,813,608 sold of Indefinite · 27 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 17, 2020 · D/A · $264,511,028 sold of Indefinite · 27 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 17, 2019 · D/A · $236,013,301 sold of Indefinite · 19 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 18, 2018 · D/A · $214,698,301 sold of Indefinite · 16 investors · min. $100,000 · role: Director EDGAR ↗

Raised $361.1M from 34 investors as of the latest filing. Robert is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

FA
Pooled Investment Fund · group: Blackrock

FQR Alternatives II, L.P.

Seattle, WA · Dec 19, 2017 → Feb 10, 2026 · 9 filings
  • Feb 10, 2026 · D/A · $617,296,062 sold of Indefinite · 115 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Jan 27, 2025 · D/A · $535,805,157 sold of Indefinite · 66 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Jan 10, 2024 · D/A · $506,120,710 sold of Indefinite · 60 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 21, 2022 · D/A · $484,230,131 sold of Indefinite · 60 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 21, 2021 · D/A · $458,357,497 sold of Indefinite · 60 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 21, 2020 · D/A · $392,760,350 sold of Indefinite · 60 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 19, 2019 · D/A · $392,760,350 sold of Indefinite · 60 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 19, 2018 · D/A · $379,649,923 sold of Indefinite · 57 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Dec 19, 2017 · D/A · $367,989,923 sold of Indefinite · 56 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $617.3M from 115 investors as of the latest filing. Robert is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Caracal SPC Ltd. - Segregated Portfolio CC2

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Feb 5, 2026
  • Feb 5, 2026 · D · $19,276,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $19.3M from 6 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

QB
Pooled Investment Fund · group: Blackrock

Q-BLK STRATEGIC PARTNERS INC

Seattle, WA · Dec 19, 2017 → Feb 2, 2026 · 9 filings
  • Feb 2, 2026 · D/A · $1,310,389,597 sold of Indefinite · 160 investors · min. $50,000 · role: Director EDGAR ↗
  • Jan 7, 2025 · D/A · $425,309,228 sold of Indefinite · 79 investors · min. $50,000 · role: Director EDGAR ↗
  • Dec 22, 2023 · D/A · $425,179,228 sold of Indefinite · 76 investors · min. $50,000 · role: Director EDGAR ↗
  • Dec 21, 2022 · D/A · $425,064,936 sold of Indefinite · 76 investors · min. $50,000 · role: Director EDGAR ↗
  • Dec 21, 2021 · D/A · $424,364,936 sold of Indefinite · 75 investors · min. $50,000 · role: Director EDGAR ↗
  • Dec 21, 2020 · D/A · $422,736,295 sold of Indefinite · 74 investors · min. $50,000 · role: Director EDGAR ↗
  • Dec 19, 2019 · D/A · $420,320,590 sold of Indefinite · 74 investors · min. $50,000 · role: Director EDGAR ↗
  • Dec 19, 2018 · D/A · $418,010,590 sold of Indefinite · 74 investors · min. $50,000 · role: Director EDGAR ↗
  • Dec 19, 2017 · D/A · $417,610,590 sold of Indefinite · 74 investors · min. $50,000 · role: Director EDGAR ↗

Raised $1.31B from 160 investors as of the latest filing. Robert is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SV
Pooled Investment Fund · group: J P Morgan

Stripes VII Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Dec 31, 2025
  • Dec 31, 2025 · D · $20,900,000 sold of Indefinite · 26 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $20.9M from 26 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

SV
Pooled Investment Fund · group: J P Morgan

Stripes VII Private Investors, LLC

New York, NY · Oct 27, 2025 → Dec 31, 2025 · 2 filings
  • Dec 31, 2025 · D/A · $70,937,500 sold of Indefinite · 92 investors · min. $250,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Oct 27, 2025 · D · $65,887,500 sold of Indefinite · 83 investors · min. $250,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $70.9M from 92 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SS
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio S

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Dec 19, 2018 → Dec 12, 2025 · 8 filings
  • Dec 12, 2025 · D/A · $78,170,328 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 13, 2024 · D/A · $68,424,728 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 15, 2023 · D/A · $67,843,728 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 16, 2022 · D/A · $67,800,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 17, 2021 · D/A · $67,800,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 18, 2020 · D/A · $36,960,000 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 19, 2019 · D/A · $36,960,000 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Dec 19, 2018 · D · $31,000,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗

Raised $78.2M from 5 investors as of the latest filing. Robert is listed as director on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SV
Pooled Investment Fund · group: J P Morgan

SVSS VI Private Investors Offshore, L.P.

New York, NY · Mar 12, 2025 → Dec 9, 2025 · 5 filings
  • Dec 9, 2025 · D/A · $195,600,000 sold of Indefinite · 107 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • Aug 13, 2025 · D/A · $171,100,000 sold of Indefinite · 98 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • Jun 4, 2025 · D/A · $144,200,000 sold of Indefinite · 85 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • May 8, 2025 · D/A · $136,600,000 sold of Indefinite · 72 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • Mar 12, 2025 · D · $119,300,000 sold of Indefinite · 63 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $195.6M from 107 investors as of the latest filing. Robert is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AP
Pooled Investment Fund · group: J P Morgan

AHVF III Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Dec 3, 2025
  • Dec 3, 2025 · D · $19,250,000 sold of Indefinite · 17 investors · min. $250,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $19.3M from 17 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AP
Pooled Investment Fund · group: J P Morgan

AHVF III Private Investors, LLC

New York, NY · Aug 13, 2025 → Dec 2, 2025 · 2 filings
  • Dec 2, 2025 · D/A · $57,810,000 sold of Indefinite · 67 investors · min. $250,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Aug 13, 2025 · D · $48,450,000 sold of Indefinite · 54 investors · min. $250,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $57.8M from 67 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SV
Pooled Investment Fund · group: J P Morgan

SVSS VI Private Investors, LLC

New York, NY · Mar 12, 2025 → Nov 13, 2025 · 5 filings
  • Nov 13, 2025 · D/A · $431,810,000 sold of Indefinite · 385 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • Aug 19, 2025 · D/A · $397,860,000 sold of Indefinite · 344 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • Jun 4, 2025 · D/A · $356,510,000 sold of Indefinite · 296 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • May 8, 2025 · D/A · $294,360,000 sold of Indefinite · 242 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • Mar 12, 2025 · D · $208,700,000 sold of Indefinite · 163 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $431.8M from 385 investors as of the latest filing. Robert is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Caracal SPC Ltd. - Segregated Portfolio ES

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Oct 27, 2022 → Oct 24, 2025 · 4 filings
  • Oct 24, 2025 · D/A · $10,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 25, 2024 · D/A · $8,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 27, 2023 · D/A · $8,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 27, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $10M from 1 investor as of the latest filing. Robert is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GH
Pooled Investment Fund · group: Goldentree

GoldenTree High Yield Value Fund Offshore (Strategic), Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 17, 2012 → Oct 7, 2025 · 14 filings
  • Oct 7, 2025 · D/A · $548,035,000 sold of Indefinite · 32 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 7, 2024 · D/A · $492,710,000 sold of Indefinite · 28 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 6, 2023 · D/A · $406,010,000 sold of Indefinite · 20 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 7, 2022 · D/A · $375,050,000 sold of Indefinite · 14 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 8, 2021 · D/A · $375,050,000 sold of Indefinite · 14 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 16, 2020 · D/A · $282,550,000 sold of Indefinite · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 17, 2019 · D/A · $199,850,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 17, 2018 · D/A · $199,850,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 17, 2017 · D/A · $152,150,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 19, 2016 · D/A · $147,850,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 19, 2015 · D/A · $142,450,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 17, 2014 · D/A · $142,450,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 17, 2013 · D/A · $124,850,000 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 17, 2012 · D/A · $111,950,000 sold of Indefinite · 7 investors · min. $100,000 · role: Director EDGAR ↗

Raised $548M from 32 investors as of the latest filing. Robert is listed as director on 14 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.

PL
Pooled Investment Fund · group: J P Morgan

Prime Liquidity Fund LLC

New York, NY · Aug 11, 2021 → Aug 8, 2025 · 5 filings
  • Aug 8, 2025 · D/A · $104,042,406,298 sold of Indefinite · 102 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Aug 9, 2024 · D/A · $94,712,575,081 sold of Indefinite · 102 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Aug 11, 2023 · D/A · $84,162,383,989 sold of Indefinite · 101 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Aug 11, 2022 · D/A · $67,764,184,303 sold of Indefinite · 101 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Aug 11, 2021 · D/A · $54,653,981,237 sold of Indefinite · 97 investors · min. $10,000,000 · role: Director EDGAR ↗

Raised $104.04B from 102 investors as of the latest filing. Robert is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

OR
Pooled Investment Fund · group: J P Morgan

OrbiMed Royalties V Private Investors, LLC

New York, NY · Aug 8, 2025
  • Aug 8, 2025 · D · $48,975,000 sold of Indefinite · 70 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $49M from 70 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

OR
Pooled Investment Fund · group: J P Morgan

OrbiMed Royalties V Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Aug 8, 2025
  • Aug 8, 2025 · D · $73,000,000 sold of Indefinite · 19 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $73M from 19 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

HO
Pooled Investment Fund · group: J P Morgan

HGV OCF III Private Investors Offshore, L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 2, 2025 → Jul 1, 2025 · 2 filings
  • Jul 1, 2025 · D/A · $75,800,000 sold of Indefinite · 60 investors · min. $250,000 · role: Director EDGAR ↗
  • Apr 2, 2025 · D · $68,950,000 sold of Indefinite · 48 investors · min. $250,000 · role: Director EDGAR ↗

Raised $75.8M from 60 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

OS
Pooled Investment Fund · group: J P Morgan

Omni SPC, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Feb 7, 2024 → Apr 16, 2025 · 2 filings
  • Apr 16, 2025 · D/A · $2,249,789,450 sold of Indefinite · 210 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 7, 2024 · D/A · $2,055,298,047 sold of Indefinite · 189 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.25B from 210 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SR
Pooled Investment Fund · group: J P Morgan

Sculptor Real Estate V Private Investors Offshore, L.P.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Feb 11, 2025
  • Feb 11, 2025 · D · $40,350,000 sold of Indefinite · 26 investors · min. $250,000 · role: Director (Director of the General Partner of the Issuer.) EDGAR ↗

Raised $40.4M from 26 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

SR
Pooled Investment Fund · group: J P Morgan

Sculptor Real Estate V Private Investors, LLC

New York, NY · Nov 15, 2024 → Jan 6, 2025 · 2 filings
  • Jan 6, 2025 · D/A · $105,185,000 sold of Indefinite · 112 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers.) EDGAR ↗
  • Nov 15, 2024 · D · $78,975,000 sold of Indefinite · 87 investors · min. $250,000 · role: Executive Officer (Member, Board of Managers.) EDGAR ↗

Raised $105.2M from 112 investors 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GP
Pooled Investment Fund · group: J P Morgan

GCOF IV Private Investors Offshore, L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Aug 13, 2024 → Oct 23, 2024 · 2 filings
  • Oct 23, 2024 · D/A · $51,500,000 sold of Indefinite · 25 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗
  • Aug 13, 2024 · D · $49,000,000 sold of Indefinite · 21 investors · min. $250,000 · role: Director (Director of General Partner of Issuer) EDGAR ↗

Raised $51.5M from 25 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GP
Pooled Investment Fund · group: J P Morgan

GCOF IV Private Investors, LLC

New York, NY · Aug 13, 2024 → Oct 23, 2024 · 2 filings
  • Oct 23, 2024 · D/A · $44,400,000 sold of Indefinite · 66 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗
  • Aug 13, 2024 · D · $35,300,000 sold of Indefinite · 59 investors · min. $250,000 · role: Director (Member of Board of Managers of Issuer) EDGAR ↗

Raised $44.4M from 66 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

4F
Pooled Investment Fund · group: J P Morgan

475 Fund, Ltd.

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

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

Latest filing on EDGAR ↗
Sources

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

JC
Pooled Investment Fund · group: Jet

Jet Capital Concentrated Offshore Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 9, 2014 → May 3, 2024 · 11 filings
  • May 3, 2024 · D/A · $390,107,390 sold of Indefinite · 40 investors · min. $50,000 · role: Director EDGAR ↗
  • May 5, 2023 · D/A · $390,107,390 sold of Indefinite · 40 investors · min. $50,000 · role: Director EDGAR ↗
  • May 6, 2022 · D/A · $390,107,390 sold of Indefinite · 40 investors · min. $50,000 · role: Director EDGAR ↗
  • May 7, 2021 · D/A · $390,107,390 sold of Indefinite · 40 investors · min. $50,000 · role: Director EDGAR ↗
  • May 8, 2020 · D/A · $390,107,390 sold of Indefinite · 40 investors · min. $50,000 · role: Director EDGAR ↗
  • May 10, 2019 · D/A · $390,107,390 sold of Indefinite · 40 investors · min. $50,000 · role: Director EDGAR ↗
  • May 11, 2018 · D/A · $390,107,390 sold of Indefinite · 40 investors · min. $50,000 · role: Director EDGAR ↗
  • May 11, 2017 · D/A · $390,107,390 sold of Indefinite · 40 investors · min. $50,000 · role: Director EDGAR ↗
  • May 11, 2016 · D/A · $390,107,390 sold of Indefinite · 40 investors · min. $50,000 · role: Director EDGAR ↗
  • May 11, 2015 · D/A · $382,707,390 sold of Indefinite · 40 investors · min. $50,000 · role: Director EDGAR ↗
  • May 9, 2014 · D/A · $138,006,165 sold of Indefinite · 26 investors · min. $50,000 · role: Director EDGAR ↗

Raised $390.1M from 40 investors as of the latest filing. Robert is listed as director on 11 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.

GE
Pooled Investment Fund

Global Emerging Markets Opportunities Fund, LLC

New York, NY · Sep 9, 2022 → Apr 10, 2024 · 2 filings
  • Apr 10, 2024 · D/A · $767,253,083 sold of Indefinite · 24 investors · min. $10,000,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Sep 9, 2022 · D/A · $266,368,280 sold of Indefinite · 16 investors · min. $10,000,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $767.3M from 24 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GE
Pooled Investment Fund

Global Emerging Markets Discovery Fund, LLC

New York, NY · Sep 9, 2022 → Apr 10, 2024 · 2 filings
  • Apr 10, 2024 · D/A · $2,258,404,638 sold of Indefinite · 43 investors · min. $10,000,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Sep 9, 2022 · D/A · $0 sold of Indefinite · 0 investors · min. $10,000,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $2.26B from 43 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CA
Pooled Investment Fund

China A-Share Equity Fund LLC

New York, NY · Feb 11, 2022 → Apr 10, 2024 · 2 filings
  • Apr 10, 2024 · D/A · $182,001,000 sold of Indefinite · 6 investors · min. $1,000,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Feb 11, 2022 · D · $132,001,000 sold of Indefinite · 5 investors · min. $1,000,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $182M from 6 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund

All Country International Equity 3(c)(7) Fund, LLC

New York, NY · Sep 9, 2022 → Apr 10, 2024 · 2 filings
  • Apr 10, 2024 · D/A · $115,414,824 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗
  • Sep 9, 2022 · D/A · $115,414,824 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $115.4M from 2 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MG
Pooled Investment Fund

MAS Global Dynamic Allocation Fund, LLC

New York, NY · Jan 31, 2024
  • Jan 31, 2024 · D · $350,001,000 sold of Indefinite · 2 investors · min. $350,000,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $350M from 2 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: J P Morgan

Select Credit Opportunities Offshore Fund II, L.P.

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

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

Latest filing on EDGAR ↗
Sources

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

SS
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio E

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Aug 28, 2013 → Aug 11, 2023 · 11 filings
  • Aug 11, 2023 · D/A · $23,233,834 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 12, 2022 · D/A · $23,233,834 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 13, 2021 · D/A · $23,233,834 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 14, 2020 · D/A · $23,233,834 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2019 · D/A · $23,233,834 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2018 · D/A · $23,233,834 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2017 · D/A · $19,393,834 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2016 · D/A · $5,150,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 14, 2015 · D/A · $4,429,285 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2014 · D/A · $4,429,285 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 28, 2013 · D · $3,679,285 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $23.2M from 4 investors as of the latest filing. Robert is listed as director on 11 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GM
Pooled Investment Fund · group: Goldentree

GoldenTree Multi-Sector Fund Offshore ERISA, Ltd.

New York, NY · Jul 16, 2019 → Jul 18, 2023 · 5 filings
  • Jul 18, 2023 · D/A · $1,355,895,522 sold of Indefinite · 24 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 18, 2022 · D/A · $1,301,145,522 sold of Indefinite · 20 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 16, 2021 · D/A · $606,895,522 sold of Indefinite · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 16, 2020 · D/A · $464,995,522 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 16, 2019 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

Raised $1.91B from 45 investors as of the latest filing. Robert is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SO
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Opportunities Ltd

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 23, 2014 → May 19, 2023 · 10 filings
  • May 19, 2023 · D/A · $346,050,000 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • May 20, 2022 · D/A · $346,050,000 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • May 21, 2021 · D/A · $346,036,000 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • May 22, 2020 · D/A · $346,036,000 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • May 23, 2019 · D/A · $346,036,000 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $346,018,000 sold of Indefinite · 29 investors · min. $100,000 · role: Director EDGAR ↗
  • May 23, 2017 · D/A · $61,838,000 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • May 23, 2016 · D/A · $61,688,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • May 22, 2015 · D/A · $61,688,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • May 23, 2014 · D/A · $23,526,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗

Raised $895.3M from 76 investors as of the latest filing. Robert is listed as director on 10 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.

SS
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio SPC II

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 6, 2018 → Mar 3, 2023 · 6 filings
  • Mar 3, 2023 · D/A · $131,856,824 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 4, 2022 · D/A · $131,856,824 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 5, 2021 · D/A · $129,856,824 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 6, 2020 · D/A · $122,856,824 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 6, 2019 · D/A · $101,356,824 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 6, 2018 · D · $93,356,825 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $131.9M from 2 investors as of the latest filing. Robert is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

PR
Pooled Investment Fund · group: Panagora

PanAgora Risk Managed Global Opportunities Master Fund, Ltd.

Boston, MA · Feb 22, 2023
  • Feb 22, 2023 · D · $494,542,858 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $501.3M from 2 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

SL
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Lycaon Overseas Ltd

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 23, 2014 → May 20, 2022 · 9 filings
  • May 20, 2022 · D/A · $91,673,839 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗
  • May 21, 2021 · D/A · $91,673,839 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗
  • May 22, 2020 · D/A · $91,673,839 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗
  • May 23, 2019 · D/A · $82,423,839 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • May 23, 2018 · D/A · $57,723,839 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • May 23, 2017 · D/A · $38,868,076 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • May 23, 2016 · D/A · $36,318,995 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • May 22, 2015 · D/A · $36,318,995 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • May 23, 2014 · D/A · $15,850,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗

Raised $91.7M from 12 investors as of the latest filing. Robert is listed as director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GE
Pooled Investment Fund · group: J P Morgan

Global Emerging Markets Analyst Fund LLC

New York, NY · Feb 11, 2022
  • Feb 11, 2022 · D · $48,001,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director (Member of Issuer's Board of Managers) EDGAR ↗

Raised $48M from 3 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AM
Pooled Investment Fund · group: Alphakeys

ALPHAKEYS MILLENNIUM FUND (OFFSHORE), LTD.

Camana Bay, Grand Cayman, Cayman Islands (as filed: E9) · Apr 15, 2016 → Apr 26, 2021 · 6 filings
  • Apr 26, 2021 · D/A · $768,474,630 sold of Indefinite · 1,371 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 30, 2020 · D/A · $720,291,380 sold of Indefinite · 1,187 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 26, 2019 · D/A · $618,366,380 sold of Indefinite · 1,041 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 19, 2018 · D/A · $528,010,630 sold of Indefinite · 879 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 27, 2017 · D/A · $463,320,630 sold of Indefinite · 789 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 15, 2016 · D/A · $416,722,164 sold of Indefinite · 717 investors · min. $100,000 · role: Director EDGAR ↗

Raised $768.5M from 1,371 investors as of the latest filing. Robert is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Caracal Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jan 18, 2019 → Jan 15, 2021 · 3 filings
  • Jan 15, 2021 · D/A · $59,880,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 17, 2020 · D/A · $76,880,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 18, 2019 · D · $50,500,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗

Raised $76.9M from 5 investors as of the latest filing. Robert is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund · group: Acacia

Acacia Conservation Fund (Offshore), Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jan 11, 2017 → Jan 8, 2021 · 5 filings
  • Jan 8, 2021 · D/A · $848,195,000 sold of Indefinite · 38 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 10, 2020 · D/A · $842,795,000 sold of Indefinite · 38 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 11, 2019 · D/A · $814,295,000 sold of Indefinite · 37 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 11, 2018 · D/A · $799,295,000 sold of Indefinite · 36 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 11, 2017 · D/A · $870,386,776 sold of Indefinite · 30 investors · min. $100,000 · role: Director EDGAR ↗

Raised $870.4M from 40 investors as of the latest filing. Robert is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

O2
Pooled Investment Fund · group: Blackrock

Orange 2015 DisloCredit Fund, L.P.

Seattle, WA · Nov 22, 2017 → Nov 23, 2020 · 4 filings
  • Nov 23, 2020 · D/A · $126,240,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 22, 2019 · D/A · $126,240,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 23, 2018 · D/A · $126,240,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Nov 22, 2017 · D/A · $126,240,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $126.2M from 2 investors as of the latest filing. Robert is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

Q
Pooled Investment Fund · group: Blackrock

QIP Ltd.

Seattle, WA · Nov 22, 2017 → Nov 23, 2020 · 4 filings
  • Nov 23, 2020 · D/A · $1,972,726,406 sold of Indefinite · 135 investors · min. $50,000 · role: Director EDGAR ↗
  • Nov 22, 2019 · D/A · $1,967,726,460 sold of Indefinite · 134 investors · min. $50,000 · role: Director EDGAR ↗
  • Nov 23, 2018 · D/A · $1,962,624,480 sold of Indefinite · 133 investors · min. $50,000 · role: Director EDGAR ↗
  • Nov 22, 2017 · D/A · $1,941,832,473 sold of Indefinite · 133 investors · min. $50,000 · role: Director EDGAR ↗

Raised $1.97B from 135 investors as of the latest filing. Robert is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BF
Pooled Investment Fund · group: Blackrock

Belfry Fund, L.P. - Core Portfolio

Seattle, WA · Oct 13, 2017 → Oct 15, 2020 · 4 filings
  • Oct 15, 2020 · D/A · $41,445,000 sold of Indefinite · 60 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 15, 2019 · D/A · $39,645,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 15, 2018 · D/A · $36,895,000 sold of Indefinite · 49 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗
  • Oct 13, 2017 · D/A · $35,775,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $52.9M from 75 investors as of the latest filing. Robert is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BA
Pooled Investment Fund · group: Blackrock

BlackRock Appreciation Strategy Fund, LLC

Seattle, WA · Nov 21, 2017 → Oct 9, 2020 · 4 filings
  • Oct 9, 2020 · D/A · $4,044,283,015 sold of Indefinite · 361 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Oct 9, 2019 · D/A · $4,042,683,015 sold of Indefinite · 360 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Mar 21, 2018 · D/A · $4,038,779,817 sold of Indefinite · 358 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Nov 21, 2017 · D/A · $4,037,779,817 sold of Indefinite · 356 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗

Raised $4.05B from 472 investors as of the latest filing. Robert is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SS
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio HH

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Aug 15, 2017 → Aug 14, 2020 · 4 filings
  • Aug 14, 2020 · D/A · $50,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2019 · D/A · $50,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2018 · D/A · $50,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2017 · D · $20,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $50M from 1 investor as of the latest filing. Robert is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Caracal SPC Ltd. - Segregated Portfolio TR

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jul 10, 2020
  • Jul 10, 2020 · D · $6,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $6M from 2 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

WI
Pooled Investment Fund · group: Wishbone

Wishbone International Partners, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 21, 2014 → Mar 11, 2020 · 8 filings
  • Mar 11, 2020 · D/A · $71,601,457 sold of Indefinite · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 12, 2019 · D/A · $70,901,457 sold of Indefinite · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 12, 2018 · D/A · $68,101,457 sold of Indefinite · 11 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 28, 2017 · D/A · $60,000,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 13, 2017 · D/A · $60,000,000 sold of Indefinite · 10 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 16, 2016 · D/A · $49,500,000 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 18, 2015 · D/A · $49,500,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 21, 2014 · D/A · $49,500,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $153.4M from 18 investors as of the latest filing. Robert is listed as director on 8 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.

LP
Pooled Investment Fund · group: Lyonross

LyonRoss Partners Fund Ltd.

New York, NY · Jan 29, 2013 → Jan 16, 2020 · 8 filings
  • Jan 16, 2020 · D/A · $335,351,681 sold of Indefinite · 42 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 15, 2019 · D/A · $331,616,096 sold of Indefinite · 39 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 18, 2018 · D/A · $321,747,366 sold of Indefinite · 32 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 24, 2017 · D/A · $287,636,366 sold of Indefinite · 30 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 28, 2016 · D/A · $281,678,315 sold of Indefinite · 30 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 26, 2015 · D/A · $262,743,675 sold of Indefinite · 29 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 24, 2014 · D/A · $258,836,393 sold of Indefinite · 29 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 29, 2013 · D/A · $227,431,393 sold of Indefinite · 24 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $335.4M from 42 investors as of the latest filing. Robert is listed as director on 8 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.

NI
Pooled Investment Fund · group: Neo Ivy

Neo Ivy Capital Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jan 11, 2019 → Jan 13, 2020 · 2 filings
  • Jan 13, 2020 · D/A · $9,500,000 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 11, 2019 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

Raised $9.5M from 4 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

1F
Pooled Investment Fund · group: Blackrock

1893 Fund, LLC

Seattle, WA · Dec 12, 2017 → Dec 12, 2019 · 3 filings
  • Dec 12, 2019 · D/A · $50,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Dec 12, 2018 · D/A · $50,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗
  • Dec 12, 2017 · D/A · $50,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗

Raised $50M from 2 investors as of the latest filing. Robert is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Caracal SPC Ltd. -Segregated Portfolio EC

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Dec 5, 2019
  • Dec 5, 2019 · D · $25,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $25M from 1 investor as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

SS
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio CI

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Sep 8, 2017 → Sep 6, 2019 · 3 filings
  • Sep 6, 2019 · D/A · $49,400,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 7, 2018 · D/A · $48,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 8, 2017 · D · $48,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $49.4M from 1 investor as of the latest filing. Robert is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SS
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Segregated Portfolio Co Ltd.- Segregated Portfolio USF II

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Aug 15, 2014 → Aug 15, 2019 · 6 filings
  • Aug 15, 2019 · D/A · $42,500,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2018 · D/A · $42,500,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2017 · D/A · $42,500,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2016 · D/A · $33,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 14, 2015 · D/A · $33,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 15, 2014 · D · $30,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $42.5M from 2 investors as of the latest filing. Robert is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

HB
Pooled Investment Fund

HOUSTON BBP, L.P.

Houston, TX · Mar 27, 2019
  • Mar 27, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (MANAGER OF THE GP OF THE ISSUER) 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.

QB
Pooled Investment Fund · group: Blackrock

Q BLK STRATEGIC PARTNERS II, LTD

Seattle, WA · Dec 19, 2017 → Dec 19, 2018 · 2 filings
  • Dec 19, 2018 · D/A · $1,918,164,784 sold of Indefinite · 121 investors · min. $50,000 · role: Director EDGAR ↗
  • Dec 19, 2017 · D/A · $1,918,164,784 sold of Indefinite · 121 investors · min. $50,000 · role: Director EDGAR ↗

Raised $1.92B from 121 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

QB
Pooled Investment Fund · group: Blackrock

Q-BLK ARS III INSTITUTIONAL, LTD

Seattle, WA · Nov 21, 2017 → Nov 21, 2018 · 2 filings
  • Nov 21, 2018 · D/A · $144,386,418 sold of Indefinite · 10 investors · min. $50,000 · role: Director EDGAR ↗
  • Nov 21, 2017 · D/A · $144,386,418 sold of Indefinite · 10 investors · min. $50,000 · role: Director EDGAR ↗

Raised $144.4M from 10 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BF
Pooled Investment Fund · group: Blackrock

Belfry Fund, L.P. - EP Portfolio

Seattle, WA · Jul 12, 2018
  • Jul 12, 2018 · D · $14,000,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

Raised $14M from 27 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

MS
Pooled Investment Fund · group: J P Morgan

MULTI-STRATEGY FUND II, L.P.

New York, NY · May 4, 2018
  • May 4, 2018 · D/A · $775,887,973 sold of Indefinite · 176 investors · min. $500,000 · role: Executive Officer (Authorized Signatory of Intertrust Directors (Cayman) Limited, the Issuer's General Partner) EDGAR ↗

Raised $775.9M from 176 investors 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.

BC
Pooled Investment Fund · group: Blackrock

BRHF Custom, LLC

Seattle, WA · Jan 17, 2018
  • Jan 17, 2018 · D/A · $192,941,171 sold of Indefinite · 39 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗

Raised $192.9M from 39 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

SS
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio SF-1

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Aug 16, 2013 → Aug 15, 2017 · 2 filings
  • Aug 15, 2017 · D/A · $39,980,454 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 16, 2013 · D · $10,000,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗

Raised $40M from 4 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SL
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Lycaon Energy Ltd

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 24, 2016 → May 23, 2017 · 2 filings
  • May 23, 2017 · D/A · $10,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • May 24, 2016 · D · $10,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $10M from 1 investor as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Alphakeys

ALPHAKEYS GS INVESTMENT PARTNERS (OFFSHORE), LTD.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 15, 2016 → Apr 27, 2017 · 2 filings
  • Apr 27, 2017 · D/A · $29,821,000 sold of Indefinite · 79 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 15, 2016 · D/A · $29,821,000 sold of Indefinite · 79 investors · min. $100,000 · role: Director EDGAR ↗

Raised $29.8M from 79 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GH
Pooled Investment Fund · group: Goldentree

GoldenTree High Yield Value Fund Offshore II, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · May 7, 2012 → Sep 29, 2016 · 5 filings
  • Sep 29, 2016 · D/A · $141,045,522 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 6, 2015 · D/A · $136,045,522 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 7, 2014 · D/A · $136,045,522 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 22, 2013 · D/A · $73,500,000 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • May 7, 2012 · D/A · $67,500,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗

Raised $141M from 4 investors as of the latest filing. Robert is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

BM
Pooled Investment Fund · group: Blackrock

BlackRock Multi-Manager Partners (Offshore) Ltd.

Seattle, WA · Mar 12, 2014 → Mar 14, 2016 · 3 filings
  • Mar 14, 2016 · D/A · $195,567,930 sold of Indefinite · 36 investors · min. $50,000 · role: Director EDGAR ↗
  • Mar 12, 2015 · D/A · $195,567,930 sold of Indefinite · 36 investors · min. $50,000 · role: Director EDGAR ↗
  • Mar 12, 2014 · D/A · $195,567,930 sold of Indefinite · 36 investors · min. $50,000 · role: Director EDGAR ↗

Raised $195.6M from 36 investors as of the latest filing. Robert is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund · group: Amity Community

Andalusian Corporate Opportunities Offshore Fund, Ltd.

George Town, Cayman Islands (as filed: E9) · Aug 25, 2014 → Oct 13, 2015 · 3 filings
  • Oct 13, 2015 · D/A · $11,400,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Oct 10, 2014 · D/A · $9,400,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Aug 25, 2014 · D · $4,400,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $11.4M from 3 investors as of the latest filing. Robert is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Azentus

Azentus Global Opportunities Fund L.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 3, 2014
  • Apr 3, 2014 · D/A · $55,032,688 sold of Indefinite · 11 investors · min. $100,000 · role: Director (Director of the General Partner) EDGAR ↗

Raised $830M from 82 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

AG
Pooled Investment Fund · group: Azentus

Azentus Global Opportunities Fund Ltd

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 3, 2014
  • Apr 3, 2014 · D/A · $38,066,203 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗

Raised $512.9M from 29 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

SS
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio E-11

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Aug 16, 2013
  • Aug 16, 2013 · D · $23,000,000 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗

Raised $23M from 4 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

SS
Pooled Investment Fund · group: Serengeti Caracal

Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio SF

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Aug 16, 2013
  • Aug 16, 2013 · D · $15,800,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗

Raised $15.8M from 2 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

US
Pooled Investment Fund

U.S. Extended Core GlobalAlpha Bond (Non-ERISA) Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 5, 2012 → Mar 5, 2013 · 2 filings
  • Mar 5, 2013 · D/A · $1,000,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 5, 2012 · D/A · $1,000,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $1.08B from 1 investor as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SU
Pooled Investment Fund

Synthetic US Core Bond Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 5, 2012 → Mar 5, 2013 · 2 filings
  • Mar 5, 2013 · D/A · $103,749,664 sold of Indefinite · 2 investors · min. $50,000 · role: Director EDGAR ↗
  • Mar 5, 2012 · D/A · $103,732,664 sold of Indefinite · 2 investors · min. $50,000 · role: Director EDGAR ↗

Raised $103.7M from 2 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

US
Pooled Investment Fund

U.S. LIBOR GlobalAlpha Bond Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 5, 2012 → Mar 5, 2013 · 2 filings
  • Mar 5, 2013 · D/A · $124,500,000 sold of Indefinite · 2 investors · min. $50,000 · role: Director EDGAR ↗
  • Mar 5, 2012 · D/A · $124,500,000 sold of Indefinite · 2 investors · min. $50,000 · role: Director EDGAR ↗

Raised $124.5M from 2 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MA
Pooled Investment Fund · group: Blackrock

Market Advantage, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 5, 2012 → Mar 5, 2013 · 2 filings
  • Mar 5, 2013 · D/A · $2,033,532,445 sold of Indefinite · 13 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 5, 2012 · D/A · $1,469,006,086 sold of Indefinite · 8 investors · min. $100,000 · role: Director EDGAR ↗

Raised $3.15B from 27 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: Sansar

SANSAR CAPITAL SPECIAL OPPORTUNITY FUND LTD

Singapore, Singapore (as filed: U0) · Feb 29, 2012 → Feb 28, 2013 · 2 filings
  • Feb 28, 2013 · D/A · $506,073,058 sold of Indefinite · 74 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 29, 2012 · D/A · $480,742,087 sold of Indefinite · 73 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $506.1M from 87 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

FI
Pooled Investment Fund · group: Fixed

Fixed Income GlobalAlpha Onshore Fund LLC

Wilmington, DE · Feb 14, 2012 → Feb 14, 2013 · 2 filings
  • Feb 14, 2013 · D/A · $55,123,636 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer (Managing Member) EDGAR ↗
  • Feb 14, 2012 · D · $3,410,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Managing Member) EDGAR ↗

Raised $711.2M from 46 investors 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.

FI
Pooled Investment Fund · group: Fixed

Fixed Income GlobalAlpha Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Feb 14, 2012 → Feb 14, 2013 · 2 filings
  • Feb 14, 2013 · D/A · $516,226,383 sold of Indefinite · 9 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 14, 2012 · D · $478,140,641 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗

Raised $6.91B from 36 investors as of the latest filing. Robert is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

GC
Pooled Investment Fund · group: Goldentree

GoldenTree CLO Debt Investment Fund 2011 Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Nov 15, 2012
  • Nov 15, 2012 · D/A · $30,548,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $30.5M from 5 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

3G
Pooled Investment Fund

3D Global Opportunities (U.S. Institutional) Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 5, 2012
  • Mar 5, 2012 · D/A · $50,000,000 sold of Indefinite · 1 investors · min. $50,000 · role: Director EDGAR ↗

Raised $50M from 1 investor as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

SC
Pooled Investment Fund · group: Sansar

Sansar Capital Ltd

Singapore, Singapore (as filed: U0) · Feb 29, 2012
  • Feb 29, 2012 · D/A · $1,363,624,824 sold of Indefinite · 143 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $1.36B from 169 investors as of the latest filing. Robert is listed as director.

Latest filing on EDGAR ↗
Sources

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

Other pages with the same name (8)

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

  • Robert Meschi — NY, 28 issuers, Oct 16, 2013 → Mar 6, 2026 · shares 4 issuers with this record
  • Robert Meschi — DE, 19 issuers, Dec 28, 2012 → Jan 16, 2026 · shares 3 issuers with this record
  • Robert Meschi — IN, 11 issuers, May 31, 2023 → Feb 12, 2026 · shares 1 issuer with this record
  • Robert L. Meschi — NY, 7 issuers, Mar 28, 2014 → Mar 29, 2022 · no shared issuer
  • Robert L. Meschi — IN, 4 issuers, Mar 29, 2023 → Mar 27, 2026 · no shared issuer
  • Robert L Meschi — Cayman Islands (as filed: E9), 3 issuers, Sep 4, 2012 → Oct 6, 2026 · no shared issuer
  • Robert L. Meschi — DE, 2 issuers, Sep 24, 2012 → Dec 31, 2025 · no shared issuer
  • Robert S. Meschi — NY, 1 issuer, Jun 20, 2019 → Jun 21, 2021 · no shared issuer

People around Robert 40

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

JP
Management entity

J. P. Morgan Private Investments Inc.

Executive Officer, Promoter · 54 shared filings (26 issuers) · also on 383 other issuers

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

SA
Management entity

Serengeti Asset Management LP

Promoter · 48 shared filings (12 issuers) · also on 18 other issuers

Serengeti Asset Management LP is on 30 issuers in total — a repeat sponsor. Their page lists every one.

JS
Management entity

J. Serengeti Asset Management LP

Promoter · 14 shared filings (5 issuers) · also on 2 other issuers

J. Serengeti Asset Management LP is on 7 issuers in total — a repeat sponsor. Their page lists every one.

GA
Management entity

GoldenTree Asset Management, LP

Promoter · 11 shared filings (1 issuer) · also on 39 other issuers

GoldenTree Asset Management, LP is on 40 issuers in total — a repeat sponsor. Their page lists every one.

SJ
Management entity

S. Jet Capital Investors, L.P.

Executive Officer, Promoter · 10 shared filings (1 issuer) · also on 3 other issuers

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

WM
Management entity

Wishbone Management, LP

Executive Officer · 7 shared filings (1 issuer) · also on 2 other issuers

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

JP
Management entity

J. P. Morgan Investment Management Inc.

Executive Officer, Promoter · 5 shared filings (1 issuer) · also on 114 other issuers

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

JP
Management entity

J.P. Morgan Alternative Asset Management, Inc.

Promoter · 5 shared filings (3 issuers) · also on 18 other issuers

J.P. Morgan Alternative Asset Management, Inc. is on 21 issuers in total — a repeat sponsor. Their page lists every one.

CM
Management entity

Conifer Management, L.L.C.

Executive Officer · 5 shared filings (1 issuer) · also on 4 other issuers

Conifer Management, L.L.C. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

BM
Management entity

Bridger Management, LLC

Promoter · 5 shared filings (1 issuer) · also on 6 other issuers

Bridger Management, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

RC
Management entity

Ruane, Cunniff & Goldfarb Inc.

Executive Officer · 3 shared filings (1 issuer) · also on 1 other issuer

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

GC
Management entity

GC Creation Fund III GP, Ltd.

Executive Officer · 3 shared filings (1 issuer)

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

JS
Management entity

J. Serengeti Asset Management LP

Promoter · 2 shared filings (2 issuers)

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

SA
Management entity

Serengeti Asset Management LP

Promoter · 2 shared filings (2 issuers) · also on 9 other issuers

Serengeti Asset Management LP is on 11 issuers in total — a repeat sponsor. Their page lists every one.

JI
Management entity

JPMorgan Investment Management, Inc.

Promoter · 2 shared filings (2 issuers) · also on 1 other issuer

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

NI
Management entity

Neo Ivy Capital Management, LLC

Promoter · 2 shared filings (1 issuer) · also on 1 other issuer

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

GP
Management entity

GCOF IV Private Investors GP Ltd.

Executive Officer · 2 shared filings (1 issuer)

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

GG
Management entity

GLC GP (Cayman) LLC

Promoter · 2 shared filings (2 issuers)

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

AP
Management entity

AHVF III Private Investors GP, Ltd

Executive Officer · 1 shared filing (1 issuer)

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

PA
Management entity

PanAgora Asset Management, Inc.

Promoter · 1 shared filing (1 issuer) · also on 30 other issuers

PanAgora Asset Management, Inc. is on 31 issuers in total — a repeat sponsor. Their page lists every one.

EG
Management entity

E. GoldenTree Asset Management LP

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

E. GoldenTree Asset Management LP is on 7 issuers in total — a repeat sponsor. Their page lists every one.

SW
Management entity

S. Walleye Capital LLC

Promoter · 1 shared filing (1 issuer) · also on 1 other issuer

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

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

Dennis Hunter

Director · 88 shared filings (16 issuers) · also on 106 other issuers

Dennis Hunter is on 122 issuers in total — a repeat sponsor. Their page lists every one.

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

Darren Stainrod

Director · 88 shared filings (16 issuers) · also on 103 other issuers

Darren Stainrod is on 119 issuers in total — a repeat sponsor. Their page lists every one.

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

Bryan J. Smith

Director, Executive Officer · 88 shared filings (16 issuers) · also on 4 other issuers

Bryan J. Smith is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

Patrick Agemian

Director · 70 shared filings (16 issuers) · also on 94 other issuers

Patrick Agemian is on 110 issuers in total — a repeat sponsor. Their page lists every one.

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

Grant Cellier

Director, Executive Officer · 47 shared filings (23 issuers) · also on 103 other issuers

Grant Cellier is on 126 issuers in total — a repeat sponsor. Their page lists every one.

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

Marc Baum

Director · 42 shared filings (13 issuers) · also on 17 other issuers

Marc Baum is on 30 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Schwartz

Executive Officer · 37 shared filings (11 issuers) · also on 18 other issuers

Brian Schwartz is on 29 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

JP
Sponsor group

J P Morgan

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

One team, 681 deal companies. Robert Meschi is listed on 33 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 Meschi.

SC
Sponsor group

Serengeti Caracal

47 issuers · 233 filings · $3.86B reported sold · 2009–2026

One team, 47 deal companies. Robert Meschi 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 Meschi.

B
Sponsor group

Blackrock

79 issuers · 541 filings · $24.24B reported sold · 2009–2026

One team, 79 deal companies. Robert Meschi is listed on 17 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 Meschi.

G
Sponsor group

Goldentree

72 issuers · 345 filings · $19.39B reported sold · 2010–2026

One team, 72 deal companies. Robert Meschi is listed on 4 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 Meschi.

A
Sponsor group

Alphakeys

2 issuers · 27 filings · $798.3M reported sold · 2011–2022

One team, 2 deal companies. Robert Meschi is listed on 2 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 Meschi.

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 55 of the 99 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): U.S. Large Cap 130/30 Fund, LLC, Coatue Growth Fund VI Private Investors Cayman, L.P., Coatue Growth Fund VI Private Investors US, LLC, GC Creation Fund III Private Investors, LLC, Industry Ventures XI Private Investors, LLC, Industry Ventures XI Private Investors Offshore, L.P., GC Creation Fund III Private Investors Offshore, L.P., ECP VI Private Investors, LLC, ECP VI Private Investors Offshore, L.P., Serengeti Big Cat Fund Ltd., ASports Private Investors, LLC, TPG RC II Private Investors Offshore, L.P., TPG RC II Private Investors, LLC, Acacia Conservation Fund (Offshore), Ltd., Wishbone International Partners, Ltd., TPG Partners X Private Investors, LLC, TPG Partners X Private Investors Offshore L.P., BlackRock Appreciation Strategy Fund, LLC, Q-BLK APPRECIATION FUND LP, Swiftcurrent Offshore, Ltd., BlackRock Appreciation Strategy Fund, Ltd., FQR Alternatives II, L.P., Serengeti Caracal SPC Ltd. - Segregated Portfolio CC2, Q-BLK STRATEGIC PARTNERS INC, Stripes VII Private Investors Offshore, L.P., Stripes VII Private Investors, LLC, Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio S, SVSS VI Private Investors Offshore, L.P., AHVF III Private Investors Offshore, L.P., AHVF III Private Investors, LLC, SVSS VI Private Investors, LLC, GoldenTree High Yield Value Fund Offshore (Strategic), Ltd., Prime Liquidity Fund LLC, OrbiMed Royalties V Private Investors, LLC, OrbiMed Royalties V Private Investors Offshore, L.P., HGV OCF III Private Investors Offshore, L.P., Sculptor Real Estate V Private Investors Offshore, L.P., Sculptor Real Estate V Private Investors, LLC, GCOF IV Private Investors Offshore, L.P., GCOF IV Private Investors, LLC, Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio E, Serengeti Opportunities Ltd, Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio SPC II, Serengeti Lycaon Overseas Ltd, Serengeti Caracal Fund Ltd., QIP Ltd., Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio HH, Neo Ivy Capital Offshore Fund Ltd., Serengeti Caracal SPC Ltd. -Segregated Portfolio EC, Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio CI, Serengeti Segregated Portfolio Co Ltd.- Segregated Portfolio USF II, Q BLK STRATEGIC PARTNERS II, LTD, Q-BLK ARS III INSTITUTIONAL, LTD, Serengeti Segregated Portfolio Co Ltd. - Segregated Portfolio SF-1, Serengeti Lycaon Energy Ltd.

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 Meschi 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 99 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert Meschi is listed on: none on file. No website or social profile named in Prime Liquidity Fund LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #64,256 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗Washington Courts case search (dw.courts.wa.gov) ↗Delaware CourtConnect ↗Texas re:SearchTX court records ↗Massachusetts MassCourts ↗

Securities regulators

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Business registries

New York Secretary of State business search ↗Washington Secretary of State business search ↗Delaware Secretary of State business search ↗Texas Secretary of State business search ↗Massachusetts Secretary of State business search ↗OpenCorporates ↗

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