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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:19 AM ET

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Roderick Forrest

Named as an officer, director or promoter on SEC Form D filings · Bermuda (as filed: D0) · Feb 9, 2010 → Aug 28, 2026

33deals (issuers)
$13.38Breported sold
8,934investors
183Form D filings
2010–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Roderick Forrest is listed as an executive officer, director, and promoter on 183 SEC Form D filings by 33 issuers between Mar 2009 and Aug 2026. Largest by amount reported sold: MERITAGE HOLDINGS LTD (Greenwich, CT — pooled investment fund — 2010–2026; $3.4B reported sold to 71 investors), MEDALLION CAPITAL INVESTMENTS LTD (Hamilton, Bermuda (as filed: D0) — pooled investment fund — 2010–2015; $2.07B reported sold to 135 investors), LINDEN INTERNATIONAL LTD (Hamilton, Bermuda (as filed: D0) — pooled investment fund — 2010–2026; $1.19B reported sold to 170 investors), PALOMA INTERNATIONAL LTD (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2010–2016; $1.09B reported sold to 213 investors), Abbey Capital Multi Manager Fund Ltd (Hamilton, Bermuda (as filed: D0) — pooled investment fund — 2010–2026; $879.3M reported sold to 5,429 investors) and 28 more (all listed below).

What this means That is a lot of deals — 33 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $13.38B sold in total.

Listed alongside Nicholas Hoskins (106 shared filings), Peter Carney (22 shared filings), Nathaniel Simons (18 shared filings), Alex Magaro (17 shared filings), James Keyes (16 shared filings) and 61 others.

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

The issuers belong to 4 sponsor groups: Abbey (6 issuers, $5.73B reported sold, 2010–2026), Ramsey Short (8 issuers, $799.3M reported sold, 2009–2012), Ps Digdec (7 issuers, $2.16B reported sold, 2009–2023) and Welch Entrepreneurial (5 issuers, $243.6M reported sold, 2009–2016).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 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 183 public filings for Roderick Forrest and found 7 differences, 2 worth asking the sponsor about: 4 offerings reported less sold on a later filing than an earlier one; 4 offerings reported fewer investors on a later filing; 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 Roderick Forrest has not run yet — it is joining a line of 51,575 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

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, 2:16 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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Roderick Forrest..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

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, 2:16 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

7 differences found between the filings for Roderick Forrest — 2 worth asking about (compared the newest 50 of 183 filings on Oct 24, 2026; older filings not covered)

Worth asking · Nov 17, 2017 – Sep 1, 2023

4 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — LINDEN INTERNATIONAL LTD · Amount sold went down between filings — LINDEN INTERNATIONAL LTD · Amount sold went down between filings — LINDEN INTERNATIONAL LTD · Amount sold went down between filings — GL Event & Special Situations Fund, Ltd.

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Form D/A (earlier) · Sep 2, 2022 ↗Form D/A (later) · Sep 1, 2023 ↗LINDEN INTERNATIONAL LTD — PartnerFacts page ↗Form D/A (earlier) · Sep 3, 2021 ↗
Sources
Worth asking · Nov 17, 2017 – Sep 1, 2023

4 offerings reported fewer investors on a later filing

Investor count went down between filings — LINDEN INTERNATIONAL LTD · Investor count went down between filings — LINDEN INTERNATIONAL LTD · Investor count went down between filings — LINDEN INTERNATIONAL LTD · Investor count went down between filings — GL Event & Special Situations Fund, Ltd.

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · Sep 2, 2022 ↗Form D/A (later) · Sep 1, 2023 ↗LINDEN INTERNATIONAL LTD — PartnerFacts page ↗Form D/A (earlier) · Sep 4, 2020 ↗
Sources
Note · Jul 1, 2010 – Sep 13, 2019

No amendment in the last 12 months on an offering that may still be open — Zebra Global Equity Fund, Ltd. (latest filing Sep 13, 2019)

The latest filing for this offering is dated Sep 13, 2019 (first sale Jul 1, 2010). It reports $282,851,715 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D/A · Sep 13, 2019 ↗Zebra Global Equity Fund, Ltd. — PartnerFacts page ↗
Sources
Note · Jan 25, 2012 – Jan 25, 2013

Roderick Forrest's role changed at LINDEN INTERNATIONAL LTD: director → executive officer, director

The Jan 25, 2012 filing lists Roderick Forrest as director; the Jan 25, 2013 Form D/A lists executive officer, director.

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

Form D/A · Jan 25, 2012 ↗Form D/A · Jan 25, 2013 ↗Roderick Forrest — PartnerFacts page ↗LINDEN INTERNATIONAL LTD — PartnerFacts page ↗
Sources
Note · Oct 25, 2024 – Nov 10, 2025

Minimum investment changed between filings — MAK Capital International Ltd

The Oct 25, 2024 filing lists a minimum of $1,000,000; the Nov 10, 2025 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Oct 25, 2024 ↗Form D/A (later) · Nov 10, 2025 ↗MAK Capital International Ltd — PartnerFacts page ↗
Sources
Note · Feb 9, 2010 – Sep 15, 2016

Roderick Forrest is written 2 different ways on the filings

listed as "Roderick Forrest" on 96 filings (from Feb 9, 2010), and "Roderick M Forrest" on 4 filings (from Sep 15, 2016).

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

Form D/A · Feb 9, 2010 ↗Form D/A · Sep 15, 2016 ↗Roderick Forrest — PartnerFacts page ↗
Sources
Note · Feb 9, 2010 – Nov 10, 2025

6 address changes between filings

Address moved from New York, NY to Hamilton, Bermuda (as filed: D0) — MAK Capital International Ltd · Address moved from Hamilton, Bermuda (as filed: D0) to New York, NY — MAK Capital International Ltd · Address moved from Smith'S Parrish, Bermuda (as filed: D0) to Hamilton, Bermuda (as filed: D0) — Zebra Global Equity Fund, Ltd. · Address moved from Hamilton Hm 10, Bermuda (as filed: D0) to Hamilton, Bermuda (as filed: D0) — LINDEN INTERNATIONAL LTD · Address moved from Hamilton, Bermuda (as filed: D0) to Smith'S Parrish, Bermuda (as filed: D0) — Zebra Global Equity Fund, Ltd. · and 1 more

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

Form D/A · Oct 25, 2024 ↗Form D/A · Nov 10, 2025 ↗MAK Capital International Ltd — PartnerFacts page ↗Form D/A · Jan 12, 2018 ↗
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 183 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

3 of 34 offerings report sales commissions totalling $5,954,136; 1 reports finder's fees totalling $2,416,222; 6 report proceeds to related persons totalling $96,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 28, 2026 D/A
LINDEN INTERNATIONAL LTD
File 021-128519
$3,000,000 (est.)$0$0
The fund charges a management fee that is described in the fund's governing documents.
UBS Financial Services Inc. BrokerCheck CRD 000008174 ↗
J.P. Morgan Securities LLC BrokerCheck CRD 000000079 ↗		EDGAR ↗
Jun 24, 2026 D/A
Abbey Capital Multi Manager Fund Ltd
File 021-101813
$2,228,846 (est.)$0$8,000 (est.)
Directors fees paid to the Issuer's directors (with the exception of Peter Carney who is not compensated as a director).
Wells Fargo Advisors, LLC BrokerCheck CRD 19616 ↗
via Wells Fargo Advisors, LLC (CRD 19616 ↗)

UBS Financial Services, Inc. BrokerCheck CRD 8174 ↗
via UBS Financial Services, Inc. (CRD 8174 ↗)

Suntrust Investment Services, Inc. BrokerCheck CRD 17499 ↗
via Suntrust Investment Services, Inc. (CRD 17499 ↗)

Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
via Stifel, Nicholaus & Company, Incorporated (CRD 793 ↗)

Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley (CRD 149777 ↗)

Hightower Securities, LLC BrokerCheck CRD 116681 ↗
via Hightower Securities, LLC (CRD 116681 ↗)

RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Spire Securities, LLC BrokerCheck CRD 144131 ↗
via Spire Securities, LLC (CRD 144131 ↗)

Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
via Cetera Advisor Networks LLC (CRD 13572 ↗)

Steward Partner Investment Solutions LLC BrokerCheck CRD 1254 ↗
via Steward Partner Investment Solutions LLC (CRD 1254 ↗)
EDGAR ↗
Apr 9, 2026 D/A
Abbey Capital Daily Futures Fund Ltd
File 021-214566
$725,290 (est.)$0$8,000 (est.)
Directors fees paid to the Issuer's directors (with the exception of Peter Carney who is not compensated as a director)
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Feb 5, 2026 D/A
MERITAGE HOLDINGS LTD
File 021-118727
$0$0$0
The Investment Manager receives a management fee equal to a specified percentage of assets under management at the level of the master fund in which the Issuer invests substantially all of its assets.
None listed on this filingEDGAR ↗
Nov 10, 2025 D/A
MAK Capital International Ltd
File 021-138967
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 5, 2025 D/A
GL Event & Special Situations Fund, Ltd.
File 021-274834
$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 ↗
Sep 13, 2019 D/A
Zebra Global Equity Fund, Ltd.
File 021-175628
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2018 D/A
GCA Emerging Markets Sustainable Growth Fund, Ltd.
File 021-299326
$0 (est.)$0 (est.)$0 (est.)
GCA Investment Management, LLC and/or its affiliates will receive customary management fees and/or incentive allocations, as described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Sep 14, 2018 D/A
ZEBRA Global Equity Advantage Fund, Ltd.
File 021-244776
$0$0$0None listed on this filingEDGAR ↗
Mar 23, 2018 D/A
Caravel Fund (Offshore) Ltd.
File 021-214163
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Dec 28, 2016 D/A
GABELLI INTERNATIONAL GOLD FUND LTD.
File 021-127918
$0 (est.)$0 (est.)$0
The Investment Adviser receives customary management fees as provided in the Issuer's offering documents.
N/A no CRD number reported
via G.research, LLC (CRD 7353 ↗)
EDGAR ↗
Mar 21, 2016 D/A
Capital Preservation Partners Ltd
File 021-72631
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2016 D/A
PALOMA INTERNATIONAL LTD
File 021-72663
$0$2,416,222 (est.)$0 (est.)
An affiliated investment advisor may be entitled to a performance allocation and management fee. Allocations and fees are fully discussed in the Issuer's confidential offering materials.
Deutsche Bank Securities, Inc. BrokerCheck CRD 2525 ↗
Deutsche Bank Trust Company Americas no CRD number reported
via Deutsche Bank Securities, Inc. (CRD 2525 ↗)
EDGAR ↗
Dec 2, 2015 D
Linden Focused Metric Fund Ltd.
File 021-252290
$0$0$0
The issuer charges a management fee that is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Mar 16, 2015 D/A
MEDALLION CAPITAL INVESTMENTS LTD
File 021-122243
$0$0$0None listed on this filingEDGAR ↗
Oct 28, 2014 D/A
Medallion International Ltd.
File 021-186159
$0$0$0None listed on this filingEDGAR ↗
Jun 25, 2014 D/A
NorthStar Offshore Fund IV, Ltd.
File 021-140820
$0 (est.)$0 (est.)$0 (est.)THE DAVENPORT GROUP no CRD number reported
via FIRST LIBERTIES FINANCIAL (CRD 14432 ↗)
EDGAR ↗
Apr 10, 2014 D/A
Welch Entrepreneurial Fund, Ltd.
File 021-130153
$0$0$0None listed on this filingEDGAR ↗
Jan 22, 2013 D/A
PS OPPORTUNITIES OFFSHORE LTD
File 021-175532
$0$0$24,000 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. Directors' fees for fiscal 2012.
None listed on this filingEDGAR ↗
Jan 22, 2013 D/A
PS DigDec Onshore LP
File 021-164663
$0$0$8,000 (est.)
An affiliate of the General Partner is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. Advisory Board fees as of September 1, 2012.
None listed on this filingEDGAR ↗
Jan 22, 2013 D/A
PS DigDec Offshore Ltd.
File 021-175534
$0$0$24,000 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management. Directors' fees for fiscal 2012.
None listed on this filingEDGAR ↗
Jan 22, 2013 D/A
Prince Street Fund Ltd
File 021-175525
$0$0$24,000 (est.)
The Investment Manager (or its affiliate) is entitled to recieve an annual management fee in an amount equal to a specified percentage of assets under management. Directors' fees for fiscal 2012.
None listed on this filingEDGAR ↗
May 11, 2012 D/A
Ramsey Long-Biased (GELS), Ltd.
File 021-159822
$0$0$0 (est.)None listed on this filingEDGAR ↗
May 11, 2012 D/A
RAMSEY LONG-BIASED (GELS) MASTER, LTD.
File 021-160159
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 10, 2012 D/A
Welch Life Sciences Fund, Ltd.
File 021-130145
$0$0$0None listed on this filingEDGAR ↗
Mar 27, 2012 D/A
RAMSEY SHORT ONLY (OFFSHORE) LTD
File 021-152109
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 14, 2012 D/A
BBH Long/Short Equity Offshore Fund, Ltd.
File 021-44881
$0$0$0 (est.)
The Investment Manager (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Mar 8, 2012 D/A
Xaraf Capital Ltd
File 021-128537
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 18, 2011 D/A
RAMSEY SHORT-BIASED FUND (OFFSHORE), LTD.
File 021-129529
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 11, 2011 D/A
Temujin International Fund Ltd
File 021-70192
$0$0$0None listed on this filingEDGAR ↗
Apr 21, 2010 D/A
Thales International Fund II Ltd
File 021-104803
$0$0$0
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering material.
None listed on this filingEDGAR ↗
Apr 21, 2010 D/A
Thales International Fund, Ltd.
File 021-129423
$0$0$0
Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering material.
None listed on this filingEDGAR ↗
Mar 18, 2010 D/A
RAMSEY SHORT ONLY (OFFSHORE) LTD
File 021-120951
$0$0$0 (est.)
The investment manager is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Apr 21, 2009 D
HIGHLAND COMMINGLED LOAN FUND, LTD.
File 021-130382
$0$0$0
The Fund charges a management fee that is described in the Fund's governing documents.
NEXBANK SECURITIES INC. BrokerCheck CRD 133267 ↗
via NEXBANK SECURITIES INC. (CRD 133267 ↗)
EDGAR ↗
How this is counted

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

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

Deals 33

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

LI
Pooled Investment Fund · group: Abbey

LINDEN INTERNATIONAL LTD

Hamilton, Bermuda (as filed: D0) · Feb 9, 2010 → Aug 28, 2026 · 18 filings
  • Aug 28, 2026 · D/A · $1,192,012,189 sold of Indefinite · 170 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 29, 2025 · D/A · $781,866,301 sold of Indefinite · 100 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 30, 2024 · D/A · $697,946,245 sold of Indefinite · 65 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 1, 2023 · D/A · $618,838,370 sold of Indefinite · 62 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 2, 2022 · D/A · $706,402,850 sold of Indefinite · 66 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 3, 2021 · D/A · $735,208,845 sold of Indefinite · 65 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 4, 2020 · D/A · $653,571,876 sold of Indefinite · 77 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 6, 2019 · D/A · $796,943,000 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 6, 2018 · D/A · $711,097,798 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Nov 7, 2017 · D/A · $563,506,000 sold of Indefinite · 45 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 20, 2017 · D/A · $423,389,312 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 25, 2016 · D/A · $290,812,367 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 23, 2015 · D/A · $130,604,064 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 24, 2014 · D/A · $134,748,282 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 25, 2013 · D/A · $343,822,203 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 25, 2012 · D/A · $276,622,813 sold of Indefinite · 12 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 25, 2011 · D/A · $121,650,000 sold of Indefinite · 12 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 9, 2010 · D/A · $28,811,057 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗

Raised $1.19B from 170 investors as of the latest filing. Roderick is listed as executive officer, director on 18 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund · group: Abbey

Abbey Capital Multi Manager Fund Ltd

Hamilton, Bermuda (as filed: D0) · Feb 16, 2010 → Jun 24, 2026 · 18 filings
  • Jun 24, 2026 · D/A · $879,329,416 sold of Indefinite · 5,429 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 20, 2025 · D/A · $878,344,416 sold of Indefinite · 5,421 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 24, 2024 · D/A · $873,549,416 sold of Indefinite · 5,404 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 22, 2023 · D/A · $867,989,416 sold of Indefinite · 5,380 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 24, 2022 · D/A · $837,289,416 sold of Indefinite · 5,292 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 25, 2021 · D/A · $825,401,775 sold of Indefinite · 5,237 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 26, 2020 · D/A · $819,668,071 sold of Indefinite · 5,204 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 27, 2019 · D/A · $810,648,037 sold of Indefinite · 5,167 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 27, 2018 · D/A · $805,419,037 sold of Indefinite · 5,136 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 27, 2017 · D/A · $798,737,437 sold of Indefinite · 5,107 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 27, 2016 · D/A · $776,175,966 sold of Indefinite · 4,991 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 26, 2015 · D/A · $735,198,193 sold of Indefinite · 4,738 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 26, 2014 · D/A · $690,483,381 sold of Indefinite · 4,493 investors · min. $25,000 · role: Director EDGAR ↗
  • Jun 26, 2013 · D/A · $310,470,078 sold of Indefinite · 4,152 investors · min. $50,000 · role: Director EDGAR ↗
  • May 28, 2013 · D/A · $632,683,225 sold of Indefinite · 4,255 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 8, 2012 · D/A · $32,855,700 sold of Indefinite · 126 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 11, 2011 · D/A · $32,503,200 sold of Indefinite · 123 investors · min. $50,000 · role: Director EDGAR ↗
  • Feb 16, 2010 · D/A · $29,985,200 sold of Indefinite · 112 investors · min. $50,000 · role: Director EDGAR ↗

Raised $879.3M from 5,429 investors as of the latest filing. Roderick is listed as director on 18 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AC
Pooled Investment Fund · group: Abbey

Abbey Capital Daily Futures Fund Ltd

Hamilton, Bermuda (as filed: D0) · Mar 31, 2014 → Apr 9, 2026 · 13 filings
  • Apr 9, 2026 · D/A · $344,514,379 sold of Indefinite · 2,003 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 9, 2025 · D/A · $336,711,379 sold of Indefinite · 1,967 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 1, 2024 · D/A · $312,489,876 sold of Indefinite · 1,829 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 31, 2023 · D/A · $279,594,990 sold of Indefinite · 1,661 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 29, 2022 · D/A · $218,278,466 sold of Indefinite · 1,238 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 29, 2021 · D/A · $192,270,266 sold of Indefinite · 1,143 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 27, 2020 · D/A · $181,186,308 sold of Indefinite · 1,078 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 29, 2019 · D/A · $153,225,280 sold of Indefinite · 1,006 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 30, 2018 · D/A · $125,291,271 sold of Indefinite · 828 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 31, 2017 · D/A · $101,216,271 sold of Indefinite · 712 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 31, 2016 · D/A · $55,817,076 sold of Indefinite · 391 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 31, 2015 · D/A · $11,683,963 sold of Indefinite · 118 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 31, 2014 · D · $351,000 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗

Raised $344.5M from 2,003 investors as of the latest filing. Roderick is listed as director on 13 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.

MH
Pooled Investment Fund · group: Meritage

MERITAGE HOLDINGS LTD

Greenwich, CT · Mar 15, 2010 → Feb 5, 2026 · 18 filings
  • Feb 5, 2026 · D/A · $3,403,179,160 sold of Indefinite · 71 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 5, 2025 · D/A · $3,342,112,760 sold of Indefinite · 70 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 1, 2024 · D/A · $3,339,004,100 sold of Indefinite · 65 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 1, 2023 · D/A · $3,315,954,100 sold of Indefinite · 64 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 1, 2022 · D/A · $2,696,405,553 sold of Indefinite · 60 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 1, 2021 · D/A · $2,237,038,792 sold of Indefinite · 59 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 31, 2020 · D/A · $1,896,912,115 sold of Indefinite · 56 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 31, 2019 · D/A · $1,356,907,601 sold of Indefinite · 55 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 31, 2018 · D/A · $1,142,104,924 sold of Indefinite · 54 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 7, 2017 · D/A · $1,132,082,924 sold of Indefinite · 53 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 7, 2016 · D/A · $1,119,984,158 sold of Indefinite · 52 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 9, 2015 · D/A · $1,119,334,280 sold of Indefinite · 51 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 7, 2014 · D/A · $1,037,865,892 sold of Indefinite · 47 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 8, 2013 · D/A · $978,143,953 sold of Indefinite · 47 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 7, 2013 · D/A · $978,143,953 sold of Indefinite · 47 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 8, 2012 · D/A · $955,172,331 sold of Indefinite · 47 investors · min. $25,000 · role: Director EDGAR ↗
  • Mar 15, 2011 · D/A · $938,749,791 sold of Indefinite · 42 investors · min. $25,000 · role: Director EDGAR ↗
  • Mar 15, 2010 · D/A · $919,706,230 sold of Indefinite · 37 investors · min. $25,000 · role: Director EDGAR ↗

Raised $3.4B from 71 investors as of the latest filing. Roderick is listed as director on 18 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

MC
Pooled Investment Fund · group: Mak

MAK Capital International Ltd

Hamilton, Bermuda (as filed: D0) · Feb 23, 2010 → Nov 10, 2025 · 17 filings
  • Nov 10, 2025 · D/A · $57,379,210 sold of Indefinite · 36 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 25, 2024 · D/A · $56,929,210 sold of Indefinite · 36 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Oct 27, 2023 · D/A · $56,919,210 sold of Indefinite · 36 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Oct 28, 2022 · D/A · $52,794,210 sold of Indefinite · 34 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Oct 28, 2021 · D/A · $50,519,210 sold of Indefinite · 30 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Oct 28, 2020 · D/A · $49,019,210 sold of Indefinite · 28 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 10, 2020 · D/A · $49,019,210 sold of Indefinite · 28 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 11, 2019 · D/A · $46,805,018 sold of Indefinite · 27 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 12, 2018 · D/A · $45,950,018 sold of Indefinite · 25 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 12, 2017 · D/A · $45,450,018 sold of Indefinite · 24 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 14, 2016 · D/A · $45,450,018 sold of Indefinite · 24 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 20, 2015 · D/A · $45,450,018 sold of Indefinite · 24 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 31, 2014 · D/A · $45,302,018 sold of Indefinite · 23 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 8, 2013 · D/A · $45,302,018 sold of Indefinite · 23 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 10, 2012 · D/A · $44,552,018 sold of Indefinite · 23 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 10, 2011 · D/A · $32,212,018 sold of Indefinite · 12 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 23, 2010 · D · $10,299,518 sold of Indefinite · 7 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $57.4M from 36 investors as of the latest filing. Roderick is listed as director on 17 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

GL Event & Special Situations Fund, Ltd.

Hamilton, Bermuda (as filed: D0) · Nov 21, 2016 → Nov 5, 2025 · 10 filings
  • Nov 5, 2025 · D/A · $92,738,522 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 7, 2024 · D/A · $92,738,522 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 7, 2023 · D/A · $92,738,522 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 9, 2022 · D/A · $92,738,522 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 12, 2021 · D/A · $92,738,522 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 13, 2020 · D/A · $92,738,522 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 15, 2019 · D/A · $92,735,042 sold of Indefinite · 4 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 16, 2018 · D/A · $90,450,000 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 17, 2017 · D/A · $135,521,315 sold of Indefinite · 15 investors · min. $100,000 · role: Director EDGAR ↗
  • Nov 21, 2016 · D · $48,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Director EDGAR ↗

Raised $135.5M from 15 investors as of the latest filing. Roderick 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.

ZG
Pooled Investment Fund · group: Zebra

Zebra Global Equity Fund, Ltd.

Hamilton, Bermuda (as filed: D0) · Sep 15, 2016 → Sep 13, 2019 · 4 filings
  • Sep 13, 2019 · D/A · $282,851,715 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Sep 14, 2018 · D/A · $281,989,963 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Sep 15, 2017 · D/A · $281,989,963 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Sep 15, 2016 · D/A · $281,989,963 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $282.9M from 8 investors as of the latest filing. Roderick 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.

GE
Pooled Investment Fund · group: Gca Sustainable

GCA Emerging Markets Sustainable Growth Fund, Ltd.

New York, NY · Nov 21, 2017 → Nov 21, 2018 · 2 filings
  • Nov 21, 2018 · D/A · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 21, 2017 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Director EDGAR ↗

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

ZG
Pooled Investment Fund · group: Zebra

ZEBRA Global Equity Advantage Fund, Ltd.

Hamilton, Bermuda (as filed: D0) · Jul 30, 2015 → Sep 14, 2018 · 4 filings
  • Sep 14, 2018 · D/A · $16,483,930 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Sep 15, 2017 · D/A · $11,483,930 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Sep 15, 2016 · D/A · $11,483,930 sold of Indefinite · 6 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 30, 2015 · D · $1,000,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $16.5M from 9 investors as of the latest filing. Roderick 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.

CF
Pooled Investment Fund · group: Caravel

Caravel Fund (Offshore) Ltd.

Pembroke, Bermuda (as filed: D0) · Mar 25, 2014 → Mar 23, 2018 · 5 filings
  • Mar 23, 2018 · D/A · $242,622,000 sold of Indefinite · 42 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 24, 2017 · D/A · $232,622,000 sold of Indefinite · 41 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 25, 2016 · D/A · $227,622,000 sold of Indefinite · 40 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 25, 2015 · D/A · $158,122,000 sold of Indefinite · 38 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 25, 2014 · D · $89,922,000 sold of Indefinite · 30 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $242.6M from 42 investors as of the latest filing. Roderick 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.

GI
Pooled Investment Fund · group: Gabelli

GABELLI INTERNATIONAL GOLD FUND LTD.

Hamilton, Bermuda (as filed: D0) · Mar 16, 2009 → Dec 28, 2016 · 9 filings
  • Dec 28, 2016 · D/A · $6,170,000 sold of Indefinite · 8 investors · min. $250,000 · role: Director EDGAR ↗
  • Jan 15, 2016 · D/A · $6,100,000 sold of Indefinite · 5 investors · min. $250,000 · role: Director EDGAR ↗
  • Jan 15, 2015 · D/A · $6,100,000 sold of Indefinite · 5 investors · min. $250,000 · role: Director EDGAR ↗
  • Jan 15, 2014 · D/A · $6,100,000 sold of Indefinite · 5 investors · min. $250,000 · role: Director EDGAR ↗
  • Jan 14, 2013 · D/A · $5,500,000 sold of Indefinite · 3 investors · min. $250,000 · role: Director EDGAR ↗
  • Jan 13, 2012 · D/A · $5,500,000 sold of Indefinite · 3 investors · min. $250,000 · role: Director EDGAR ↗
  • Jan 21, 2011 · D/A · $5,500,000 sold of Indefinite · 3 investors · min. $250,000 · role: Director EDGAR ↗
  • Jan 20, 2010 · D/A · $500,000 sold of Indefinite · 1 investors · min. $250,000 · role: Director EDGAR ↗
  • Mar 16, 2009 · D · $500,000 sold of Indefinite · 1 investors · min. $250,000 · role: Director EDGAR ↗

Raised $6.17M from 8 investors as of the latest filing. Roderick 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.

CP
Pooled Investment Fund · group: Paloma

Capital Preservation Partners Ltd

Hamilton, Bermuda (as filed: D0) · Mar 16, 2010 → Mar 21, 2016 · 7 filings
  • Mar 21, 2016 · D/A · $28,374,467 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 20, 2015 · D/A · $28,374,467 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 20, 2014 · D/A · $28,374,467 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 12, 2013 · D/A · $28,314,589 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 12, 2012 · D/A · $28,264,480 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 10, 2011 · D/A · $28,264,480 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 16, 2010 · D/A · $28,264,480 sold of Indefinite · 17 investors · min. $100,000 · role: Director EDGAR ↗

Raised $28.4M from 17 investors as of the latest filing. Roderick is listed as executive officer, director on 7 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.

PI
Pooled Investment Fund · group: Paloma

PALOMA INTERNATIONAL LTD

Grand Cayman, Cayman Islands (as filed: E9) · Mar 16, 2010 → Mar 17, 2016 · 7 filings
  • Mar 17, 2016 · D/A · $579,019,162 sold of Indefinite · 108 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 17, 2015 · D/A · $404,796,268 sold of Indefinite · 82 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 18, 2014 · D/A · $295,770,451 sold of Indefinite · 59 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 15, 2013 · D/A · $269,819,995 sold of Indefinite · 45 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 12, 2012 · D/A · $256,329,995 sold of Indefinite · 41 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 10, 2011 · D/A · $208,077,995 sold of Indefinite · 32 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 16, 2010 · D/A · $207,077,995 sold of Indefinite · 30 investors · min. $100,000 · role: Director, Promoter EDGAR ↗

Raised $1.09B from 213 investors as of the latest filing. Roderick is listed as director, promoter on 7 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.

LF
Pooled Investment Fund · group: Abbey

Linden Focused Metric Fund Ltd.

Hamilton Hm 10, Bermuda (as filed: D0) · Dec 2, 2015
  • Dec 2, 2015 · D · $1,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

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

MC
Pooled Investment Fund · group: Renaissance Institutional

MEDALLION CAPITAL INVESTMENTS LTD

Hamilton, Bermuda (as filed: D0) · Mar 15, 2010 → Mar 16, 2015 · 6 filings
  • Mar 16, 2015 · D/A · $1,204,802,336 sold of Indefinite · 125 investors · min. $10,000 · role: Director EDGAR ↗
  • Mar 14, 2014 · D/A · $724,802,336 sold of Indefinite · 124 investors · min. $10,000 · role: Director EDGAR ↗
  • Mar 14, 2013 · D/A · $657,802,571 sold of Indefinite · 121 investors · min. $10,000 · role: Director EDGAR ↗
  • Mar 15, 2012 · D/A · $585,872,359 sold of Indefinite · 117 investors · min. $10,000 · role: Director EDGAR ↗
  • Mar 15, 2011 · D/A · $553,922,359 sold of Indefinite · 116 investors · min. $10,000 · role: Director EDGAR ↗
  • Mar 15, 2010 · D/A · $534,335,101 sold of Indefinite · 114 investors · min. $10,000 · role: Director EDGAR ↗

Raised $2.07B from 135 investors as of the latest filing. Roderick 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.

MI
Pooled Investment Fund · group: Renaissance Institutional

Medallion International Ltd.

Hamilton, Bermuda (as filed: D0) · Oct 26, 2012 → Oct 28, 2014 · 3 filings
  • Oct 28, 2014 · D/A · $66,177,629 sold of Indefinite · 8 investors · min. $125,000 · role: Director EDGAR ↗
  • Oct 28, 2013 · D/A · $66,124,518 sold of Indefinite · 8 investors · min. $125,000 · role: Director EDGAR ↗
  • Oct 26, 2012 · D · $64,837,018 sold of Indefinite · 8 investors · min. $150,000 · role: Director EDGAR ↗

Raised $185.5M from 23 investors as of the latest filing. Roderick 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.

NO
Pooled Investment Fund

NorthStar Offshore Fund IV, Ltd.

New York, NY · Apr 19, 2010 → Jun 25, 2014 · 6 filings
  • Jun 25, 2014 · D/A · $14,742,743 sold of Indefinite · 27 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 26, 2013 · D/A · $14,742,743 sold of Indefinite · 27 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 27, 2012 · D/A · $15,742,743 sold of Indefinite · 28 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jun 27, 2011 · D/A · $15,742,743 sold of Indefinite · 28 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 14, 2011 · D/A · $15,742,743 sold of Indefinite · 28 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 19, 2010 · D · $14,552,499 sold of Indefinite · 26 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $15.7M from 28 investors as of the latest filing. Roderick 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.

WE
Pooled Investment Fund · group: Welch Entrepreneurial

Welch Entrepreneurial Fund, Ltd.

Hamilton, Bermuda (as filed: D0) · Apr 13, 2009 → Apr 10, 2014 · 5 filings
  • Apr 10, 2014 · D/A · $34,041,589 sold of Indefinite · 7 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 10, 2012 · D/A · $30,448,566 sold of Indefinite · 14 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 11, 2011 · D/A · $21,136,502 sold of Indefinite · 14 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 29, 2010 · D/A · $21,071,502 sold of Indefinite · 14 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 13, 2009 · D · $21,021,502 sold of Indefinite · 14 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $34M from 14 investors as of the latest filing. Roderick 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.

PS
Pooled Investment Fund · group: Ps Digdec

Prince Street Fund Ltd

New York, NY · Jan 22, 2013
  • Jan 22, 2013 · D/A · $62,881,184 sold of Indefinite · 29 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $323.6M from 34 investors as of the latest filing. Roderick 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.

PO
Pooled Investment Fund · group: Ps Digdec

PS OPPORTUNITIES OFFSHORE LTD

New York, NY · Jan 22, 2013
  • Jan 22, 2013 · D/A · $256,004,190 sold of Indefinite · 46 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $366.3M from 58 investors as of the latest filing. Roderick 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.

PD
Pooled Investment Fund · group: Ps Digdec

PS DigDec Onshore LP

New York, NY · Jan 22, 2013
  • Jan 22, 2013 · D/A · $17,993,470 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $474.9M from 149 investors as of the latest filing. Roderick 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.

PD
Pooled Investment Fund · group: Ps Digdec

PS DigDec Offshore Ltd.

New York, NY · Jan 22, 2013
  • Jan 22, 2013 · D/A · $103,776,062 sold of Indefinite · 3 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $517.3M from 59 investors as of the latest filing. Roderick 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.

RL
Pooled Investment Fund · group: Ramsey Short

Ramsey Long-Biased (GELS), Ltd.

Hamilton, Bermuda (as filed: D0) · May 13, 2011 → May 11, 2012 · 2 filings
  • May 11, 2012 · D/A · $96,975,000 sold of Indefinite · 5 investors · min. $1,000,000 · role: Director EDGAR ↗
  • May 13, 2011 · D · $45,625,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $97M from 5 investors as of the latest filing. Roderick 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.

RL
Pooled Investment Fund · group: Ramsey Short

RAMSEY LONG-BIASED (GELS) MASTER, LTD.

Hamilton Hm 12, Bermuda (as filed: D0) · May 20, 2011 → May 11, 2012 · 2 filings
  • May 11, 2012 · D/A · $5,700,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • May 20, 2011 · D · $3,700,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $5.7M from 2 investors as of the latest filing. Roderick 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.

WL
Pooled Investment Fund · group: Welch Entrepreneurial

Welch Life Sciences Fund, Ltd.

Hamilton, Bermuda (as filed: D0) · Apr 13, 2009 → Apr 10, 2012 · 4 filings
  • Apr 10, 2012 · D/A · $9,707,269 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 11, 2011 · D/A · $9,707,269 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 29, 2010 · D/A · $9,707,269 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Apr 13, 2009 · D · $9,707,269 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $9.71M from 9 investors as of the latest filing. Roderick 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.

RS
Pooled Investment Fund · group: Ramsey Short

RAMSEY SHORT ONLY (OFFSHORE) LTD

Hamilton, Bermuda (as filed: D0) · Mar 18, 2010 → Mar 27, 2012 · 4 filings
  • Mar 27, 2012 · D/A · $441,043,562 sold of Indefinite · 42 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 18, 2011 · D/A · $406,386,771 sold of Indefinite · 31 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Dec 17, 2010 · D · $406,386,771 sold of Indefinite · 31 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 18, 2010 · D/A · $346,436,771 sold of Indefinite · 27 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $441M from 42 investors as of the latest filing. Roderick 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.

BL
Pooled Investment Fund · group: Bbh Wealth

BBH Long/Short Equity Offshore Fund, Ltd.

Hamilton, Bermuda (as filed: D0) · Mar 16, 2009 → Mar 14, 2012 · 4 filings
  • Mar 14, 2012 · D/A · $90,090,000 sold of Indefinite · 27 investors · min. $5,000,000 · role: Director (Roderick M. Forrest is an independent director to the Fund.) EDGAR ↗
  • Mar 14, 2011 · D/A · $6,820,000 sold of Indefinite · 15 investors · min. $5,000,000 · role: Director (Roderick M. Forrest is an independent director to the Fund.) EDGAR ↗
  • Mar 12, 2010 · D/A · $61,920,500 sold of Indefinite · 34 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 16, 2009 · D/A · $137,575,500 sold of Indefinite · 127 investors · min. $500,000 · role: Director EDGAR ↗

Raised $137.6M from 127 investors as of the latest filing. Roderick 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.

XC
Pooled Investment Fund

Xaraf Capital Ltd

Hamilton, Bermuda (as filed: D0) · Mar 8, 2010 → Mar 8, 2012 · 3 filings
  • Mar 8, 2012 · D/A · $2,798,815 sold of Indefinite · 13 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 8, 2011 · D/A · $2,548,815 sold of Indefinite · 13 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 8, 2010 · D/A · $1,524,653 sold of Indefinite · 10 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $2.8M from 13 investors as of the latest filing. Roderick 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.

RS
Pooled Investment Fund · group: Ramsey Short

RAMSEY SHORT-BIASED FUND (OFFSHORE), LTD.

Hamilton Hm 11, Bermuda (as filed: D0) · Dec 22, 2010 → Mar 18, 2011 · 2 filings
  • Mar 18, 2011 · D/A · $7,721,467 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Dec 22, 2010 · D/A · $7,821,467 sold of Indefinite · 2 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $7.82M from 2 investors as of the latest filing. Roderick 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.

TI
Pooled Investment Fund · group: Temujin

Temujin International Fund Ltd

Hamilton, Bermuda (as filed: D0) · Mar 11, 2010 → Mar 11, 2011 · 2 filings
  • Mar 11, 2011 · D/A · $772,851,904 sold of Indefinite · 187 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 11, 2010 · D/A · $772,021,816 sold of Indefinite · 184 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $772.9M from 187 investors as of the latest filing. Roderick 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.

TI
Pooled Investment Fund · group: Thales

Thales International Fund, Ltd.

Hamilton, Bermuda (as filed: D0) · Apr 21, 2010
  • Apr 21, 2010 · D/A · $107,520,000 sold of Indefinite · 13 investors · min. $100,000 · role: Director EDGAR ↗

Raised $107.5M from 13 investors as of the latest filing. Roderick 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.

TI
Pooled Investment Fund · group: Thales

Thales International Fund II Ltd

Hamilton, Bermuda (as filed: D0) · Apr 21, 2010
  • Apr 21, 2010 · D/A · $47,651,716 sold of Indefinite · 7 investors · min. $100,000 · role: Director EDGAR ↗

Raised $47.7M from 7 investors as of the latest filing. Roderick 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.

HC
Pooled Investment Fund · group: Nexpoint

HIGHLAND COMMINGLED LOAN FUND, LTD.

Hamilton, Bermuda (as filed: D0) · Apr 21, 2009
  • Apr 21, 2009 · D · $82,021,350 sold of $1,000,000,000 · 5 investors · min. $3,000,000 · role: Director EDGAR ↗

Raised $82M from 5 investors (8% of the $1B target) as of the latest filing. Roderick 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.

People around Roderick 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.

LA
Management entity

Linden Advisors LP

Promoter · 13 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

MC
Management entity

MAK Capital One L.L.C.

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

MAK Capital One L.L.C. is on 7 issuers in total — a repeat sponsor. Their page lists every one.

MM
Management entity

MAK Management LLC

Executive Officer · 10 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

MG
Management entity

Meritage Group LP

Executive Officer, Promoter · 7 shared filings (1 issuer) · also on 6 other issuers

Meritage Group LP is on 7 issuers in total — a repeat sponsor. Their page lists every one.

M
Management entity

Marin LLC

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

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

JC
Management entity

J. Carvel Management LLC

Promoter · 4 shared filings (1 issuer)

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

TF
Management entity

Temujin Fund Management, LLC

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

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

GS
Management entity

Gabelli Securities, Inc.

Executive Officer, Promoter · 2 shared filings (1 issuer) · also on 12 other issuers

Gabelli Securities, Inc. is on 13 issuers in total — a repeat sponsor. Their page lists every one.

GI
Management entity

GCA Investment Management, LLC

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

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

GC
Management entity

Gabelli & Company Investment Advisers, Inc.

Executive Officer, Promoter · 1 shared filing (1 issuer) · also on 12 other issuers

Gabelli & Company Investment Advisers, Inc. is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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

Nicholas Hoskins

Director, Executive Officer · 106 shared filings (16 issuers) · also on 6 other issuers

Nicholas Hoskins is on 22 issuers in total — a repeat sponsor. Their page lists every one.

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

Peter Carney

Director, Promoter · 22 shared filings (2 issuers) · also on 3 other issuers

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

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

Nathaniel Simons

Director, Executive Officer · 18 shared filings (1 issuer) · also on 7 other issuers

Nathaniel Simons is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Alex Magaro

Executive Officer · 17 shared filings (1 issuer) · also on 8 other issuers

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

JK
No photo found (searched own website, image search on Oct 24, 2026)
Person

James Keyes

Director · 16 shared filings (2 issuers) · also on 125 other issuers

James Keyes is on 127 issuers in total — a repeat sponsor. Their page lists every one.

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

Saul Ahn

Executive Officer, Director · 16 shared filings (2 issuers)

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

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

S. Donald Sussman

Executive Officer, Promoter · 12 shared filings (2 issuers) · also on 5 other issuers

S. Donald Sussman is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Joe Kelly

Director · 11 shared filings (5 issuers) · also on 11 other issuers

Joe Kelly is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

David Zierk

Director, Executive Officer · 11 shared filings (1 issuer) · also on 5 other issuers

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

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

Michael Kaufman

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

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

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

W Whitfield Gardner

Director · 10 shared filings (1 issuer)

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

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

Thomas Haskins Davis

Director · 10 shared filings (5 issuers) · also on 29 other issuers

Thomas Haskins Davis is on 34 issuers in total — a repeat sponsor. Their page lists every one.

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

Douglas R. Jamieson

Director · 9 shared filings (1 issuer) · also on 17 other issuers

Douglas R. Jamieson is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Joseph Rindler

Director · 9 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

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

Christopher Welch

Director · 9 shared filings (2 issuers) · also on 3 other issuers

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

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

Dr. Peter F. Brown

Executive Officer, Director · 9 shared filings (2 issuers) · also on 17 other issuers

Dr. Peter F. Brown is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

Dr. Robert L. Mercer

Executive Officer, Director · 9 shared filings (2 issuers) · also on 16 other issuers

Dr. Robert L. Mercer is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark Silber

Executive Officer, Director · 9 shared filings (2 issuers) · also on 28 other issuers

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

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

Anthony Gannon

Executive Officer, Director, Promoter · 9 shared filings (2 issuers) · also on 3 other issuers

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

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

John J Holmgren, Jr.

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

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

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

W. Russell Ramsey

Director · 7 shared filings (4 issuers) · also on 7 other issuers

W. Russell Ramsey is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Joseph Kelly

Director · 7 shared filings (2 issuers) · also on 14 other issuers

Joseph Kelly is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Laura Baxter-Simons

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

Laura Baxter-Simons is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael P. Zucker

Director · 6 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

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

James S. Rowen

Director · 6 shared filings (2 issuers) · also on 16 other issuers

James S. Rowen is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Mawji Arif

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

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

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

Marc Gabelli

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

Listed on the same filings as Roderick Forrest. Their page shows their other deals.

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

James A. Harmon

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

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

The team behind the deals

A
Sponsor group

Abbey

6 issuers · 73 filings · $5.73B reported sold · 2010–2026

One team, 6 deal companies. Roderick Forrest 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 Roderick Forrest.

RS
Sponsor group

Ramsey Short

8 issuers · 22 filings · $799.3M reported sold · 2009–2012

One team, 8 deal companies. Roderick Forrest 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 Roderick Forrest.

PD
Sponsor group

Ps Digdec

7 issuers · 84 filings · $2.16B reported sold · 2009–2023

One team, 7 deal companies. Roderick Forrest 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 Roderick Forrest.

WE
Sponsor group

Welch Entrepreneurial

5 issuers · 27 filings · $243.6M reported sold · 2009–2016

One team, 5 deal companies. Roderick Forrest 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 Roderick Forrest.

RI
Sponsor group

Renaissance Institutional

19 issuers · 269 filings · $108.29B reported sold · 2010–2026

One team, 19 deal companies. Roderick Forrest 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 Roderick Forrest.

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

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 5 of the 33 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): LINDEN INTERNATIONAL LTD, MERITAGE HOLDINGS LTD, MAK Capital International Ltd, GABELLI INTERNATIONAL GOLD FUND LTD., Capital Preservation Partners 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 Roderick Forrest 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 33 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Roderick Forrest is listed on: none on file. No website or social profile named in MERITAGE HOLDINGS LTD's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #42,394 of 374,652 in line (1,386 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 (Greenwich, CT). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗Connecticut Judicial Branch case look-up ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗Connecticut Secretary of State business search ↗OpenCorporates ↗

Change history

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