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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:26 AM ET

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Stephen H. Wise

Named as an officer, director or promoter on SEC Form D filings · NC, DC, NY, TN · Oct 6, 2014 → Oct 1, 2019

8deals (issuers)
$1.87Breported sold
730investors
23Form D filings
2014–2019years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:32 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Stephen H. Wise is listed as an executive officer and director on 23 SEC Form D filings by 8 issuers between Jun 2012 and May 2022. Largest by amount reported sold: CP VI Coinvestment A, LP (Washington, DC — pooled investment fund — 2014–2019; $852M reported sold to 383 investors), Bella Holding Company, LLC (Washington, DC — other health care — 2018; $690.6M reported sold to 21 investors), Coding Solutions Topco, Inc. (New York, NY — other health care — 2020–2022; $264.8M reported sold to 38 investors), CP VI Coinvestment B, LP (Washington, DC — pooled investment fund — 2014–2018; $44M reported sold to 140 investors), Sedgwick, L.P. (Memphis, TN — insurance — 2019; $13.9M reported sold to 146 investors) and 3 more (all listed below).

What this means A repeat sponsor — 8 separate companies raised money with this person listed as executive officer and director, over about 10 years. Across those companies the filings report $1.87B sold in total.

Listed alongside Peter Clare (13 shared filings), Adam J. Palmer (11 shared filings), Allan M. Holt (11 shared filings), Andrew Marino (11 shared filings), Brian A. Bemasek (11 shared filings) and 62 others.

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

The issuers belong to 3 sponsor groups: Eagle (4 issuers, $72.3M reported sold, 2012–2019), Carlyle (556 issuers, $208.72B reported sold, 2009–2026) and Alliant (9 issuers, $5.87B reported sold, 2009–2026).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, 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) — 1 SEC release, 7 bankruptcy cases matching the name listed in Key records below.

What this means 8 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 23 public filings for Stephen H. Wise and found 14 differences, 7 worth asking the sponsor about: Amount sold went down between filings; 5 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 Stephen H. Wise has not run yet — it is joining a line of 54,102 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, 2:32 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

1 SEC release

Legato Systems, Inc. and Stephen Wise Administrative proceeding
SEC · May 20, 2002 · Parties as named in the release: Legato Systems, Inc. and Stephen Wise Read the release ↗
same full name in the release title; 3 people with this name in Form D filings; the person's filing state is not named
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 Stephen H. Wise..

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

7 cases: 7 closed (disposition not in docket feed)

Stephen M. Wise closed
United States Bankruptcy Court, S.D. New York · No. 20-36081 · Filed Oct 28, 2020 · Closed Feb 9, 2021
Role of Stephen M. Wise: Debtor · Outcome: Case closed 2021-02-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 52 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Stephen Wise closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 14-16514 · Filed Aug 14, 2014 · Closed Dec 16, 2015
Role of Stephen Wise: Debtor · Outcome: Case closed 2015-12-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 52 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
Stephen H Wise and Nancy R Wise closed
United States Bankruptcy Court, N.D. Ohio · No. 06-10203 · Filed Jan 26, 2006 · Closed May 15, 2006
Role of Stephen H Wise and Nancy R Wise: Debtor · Outcome: Case closed 2006-05-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 52 federal dockets); 3 people with this name in Form D filings; court in OH (not a filing state)
Stephen Wise closed
United States Bankruptcy Court, D. Massachusetts · No. 04-20476 · Filed Dec 28, 2004 · Closed Apr 28, 2005
Role of Stephen Wise: Debtor · Outcome: Case closed 2005-04-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 52 federal dockets); 3 people with this name in Form D filings; court in MA (not a filing state)
Stephen M. Wise and Maria Wise closed
United States Bankruptcy Court, S.D. New York · No. 04-36044 · Filed Apr 30, 2004 · Closed Nov 18, 2004
Role of Stephen M. Wise and Maria Wise: Debtor · Outcome: Case closed 2004-11-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 52 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
Stephen Wise closed
United States Bankruptcy Court, E.D. Kentucky · No. 02-30232 · Filed Mar 29, 2002 · Closed Aug 12, 2002
Role of Stephen Wise: Debtor · Outcome: Case closed 2002-08-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 52 federal dockets); 3 people with this name in Form D filings; court in KY (not a filing state)
Stephen P. Wise and Robin Yale-Wise closed
United States Bankruptcy Court, W.D. New York · No. 2-96-21562 · Filed May 31, 1996 · Closed Oct 15, 1996
Role of Stephen P. Wise and Robin Yale-Wise: Debtor · Outcome: Case closed 1996-10-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 52 federal dockets); 3 people with this name in Form D filings; court in the person's filing state (NY); middle initial differs
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, 2:32 AM ET.

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

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

4. Differences between public sources

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

14 differences found between the filings for Stephen H. Wise — 7 worth asking about (compared 23 filings on Oct 24, 2026)

Note · Aug 31, 2001 – Feb 13, 2002

Bankruptcy case: PETER J CLARE — filed Aug 31, 2001

United States Bankruptcy Court, M.D. Tennessee docket "PETER J CLARE" filed Aug 31, 2001, closed Feb 13, 2002. Peter Clare (listed on the same filings) is listed as Debtor ("PETER J CLARE"). Our match estimate: 70%.

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

Sources
Worth asking · Oct 2, 2018 – Oct 1, 2019

Amount sold went down between filings — CP VI Coinvestment A, LP

The Oct 2, 2018 filing says $840,900,000 sold; the Oct 1, 2019 Form D/A says $840,000,000 sold — $900,000 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.

Sources
Worth asking · Oct 4, 2017 – Oct 2, 2018

Amount sold went down between filings — CP VI Coinvestment A, LP

The Oct 4, 2017 filing says $851,974,565 sold; the Oct 2, 2018 Form D/A says $840,900,000 sold — $11,074,565 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.

Sources
Worth asking · Oct 4, 2017 – Oct 2, 2018

Amount sold went down between filings — CP VI Coinvestment B, LP

The Oct 4, 2017 filing says $43,988,000 sold; the Oct 2, 2018 Form D/A says $40,000,000 sold — $3,988,000 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.

Sources
Worth asking · Oct 4, 2017 – Oct 14, 2020

5 offerings reported fewer investors on a later filing

Investor count went down between filings — CP VI Coinvestment A, LP · Investor count went down between filings — CP VI Coinvestment B, LP · Investor count went down between filings — CP VI Coinvestment A, LP · Investor count went down between filings — CP VI Coinvestment A, LP · Investor count went down between filings — CP VI Coinvestment B, LP

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

Sources
Note · Jun 21, 2012

Stephen H. Wise appears on 1 deal that stopped filing before reaching its target

Jaguar Holding Co I (last filing Jun 21, 2012; $1,250,000 sold of $3,500,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Worth asking · Feb 4, 2014 – Jul 12, 2021

4 Form Ds were filed more than 15 days after the first sale

Form D filed 377 days after the first sale — Coding Solutions Topco, Inc. · Form D filed 360 days after the first sale — Coding Solutions Topco, Inc. · Form D filed 244 days after the first sale — CP VI Coinvestment B, LP · Form D filed 244 days after the first sale — CP VI Coinvestment A, LP

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Note · Jun 7, 2012 – May 17, 2022

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

No amendment in the last 12 months on an offering that may still be open — Coding Solutions Topco, Inc. (latest filing May 17, 2022) · No amendment in the last 12 months on an offering that may still be open — Coding Solutions Topco, Inc. (latest filing Jan 15, 2021) · No amendment in the last 12 months on an offering that may still be open — Coding Solutions Topco, Inc. (latest filing Jan 15, 2021) · No amendment in the last 12 months on an offering that may still be open — Coding Solutions Topco, Inc. (latest filing Jan 15, 2020) · No amendment in the last 12 months on an offering that may still be open — Sedgwick, L.P. (latest filing May 30, 2019) · and 2 more

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

Sources
Worth asking · Oct 1, 2019 – Oct 14, 2020

Stephen H. Wise is no longer listed on the Oct 14, 2020 amendment — CP VI Coinvestment A, LP

Stephen H. Wise appears on the Oct 1, 2019 Form D/A (executive officer) but not on the Oct 14, 2020 Form D/A for the same offering.

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

Sources
Worth asking · Oct 2, 2018 – Oct 2, 2019

Stephen H. Wise is no longer listed on the Oct 2, 2019 amendment — CP VI Coinvestment B, LP

Stephen H. Wise appears on the Oct 2, 2018 Form D/A (executive officer) but not on the Oct 2, 2019 Form D/A for the same offering.

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

Sources
Note · Jun 21, 2012 – May 10, 2017

Stephen H. Wise is written 2 different ways on the filings

listed as "Stephen H. Wise" on 14 filings (from Jun 21, 2012), and "Stephen Wise" on 9 filings (from May 10, 2017).

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.

Sources
Note · Jul 1, 2015 – Jan 21, 2026

Same name, different state: "Stephen Wise" (MA) is a separate record

This page covers filings where the address state is NC or DC or NY or TN. A separate record, "Stephen Wise" with address state MA, is listed on 4 filings — most recently by Audubon Chestnut Commons Investors LLC (Jan 21, 2026). Both records have filings in the same period (Jul 1, 2015 to Oct 1, 2019).

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.

Sources
Note · Jan 15, 2021 – Jul 12, 2021

Address moved from New York, NY to Plano, TX — Coding Solutions Topco, Inc.

The people listed on the Jan 15, 2021 filing give New York, NY; on the Jul 12, 2021 filing they give Plano, TX. The address now on file (C/O The Carlyle Group, One Vanderbilt Avenue, Suite 3400, New York, NY) is a registered-agent or shared-office address used by 83 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Sources
Note · Jun 21, 2012 – May 17, 2022

Stephen H. Wise is listed with 4 different address states: NC, DC, NY, TN

NC on 1 filing (Jun 21, 2012); DC on 13 filings (Oct 6, 2014 to Oct 1, 2019); NY on 8 filings (May 10, 2017 to May 17, 2022); TN on 1 filing (May 30, 2019).

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

Sources
What is compared

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

5. Money to insiders

None reported on 14 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 17, 2022 D
Coding Solutions Topco, Inc.
File 021-445915
$0$0$0None listed on this filingEDGAR ↗
Jul 12, 2021 D
Coding Solutions Topco, Inc.
File 021-405858
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2021 D
Coding Solutions Topco, Inc.
File 021-386545
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2021 D
Coding Solutions Topco, Inc.
File 021-386550
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2020 D
Coding Solutions Topco, Inc.
File 021-358088
$0$0$0None listed on this filingEDGAR ↗
Oct 1, 2019 D/A
CP VI Coinvestment A, LP
File 021-225826
$0$0$0None listed on this filingEDGAR ↗
May 30, 2019 D
Sedgwick, L.P.
File 021-340666
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2018 D/A
CP VI Coinvestment B, LP
File 021-225827
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2018 D
Bella Holding Company, LLC
File 021-307695
$0$0$0None listed on this filingEDGAR ↗
Jan 9, 2018 D
Bella Holding Company, LLC
File 021-302723
$0$0$0None listed on this filingEDGAR ↗
May 10, 2017 D
Eagle Buyer, Inc.
File 021-286396
$0$0$0None listed on this filingEDGAR ↗
May 10, 2017 D
Eagle Holding Co I
File 021-286397
$0$0$0None listed on this filingEDGAR ↗
May 10, 2017 D
Eagle Holding Co I
File 021-286400
$0$0$0None listed on this filingEDGAR ↗
Jun 21, 2012 D
Jaguar Holding Co I
File 021-180072
$0$0$0None listed on this filingEDGAR ↗

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 8

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

Other Health Care

Coding Solutions Topco, Inc.

New York, NY · Jan 15, 2020 → May 17, 2022 · 5 filings
  • May 17, 2022 · D · $16,104,802 sold of $18,877,777 · 30 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 12, 2021 · D · $3,200,000 sold of $3,200,000 · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 15, 2021 · D · $40,794,623 sold of Indefinite · 38 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 15, 2021 · D · $900,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 15, 2020 · D · $264,769,400 sold of Indefinite · 10 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $264.8M from 38 investors (100% of the $18.9M target) as of the latest filing. Stephen is listed as director on 5 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Carlyle

CP VI Coinvestment A, LP

Washington, DC · Oct 6, 2014 → Oct 1, 2019 · 6 filings
  • Oct 1, 2019 · D/A · $840,000,000 sold of Indefinite · 291 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗
  • Oct 2, 2018 · D/A · $840,900,000 sold of Indefinite · 307 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗
  • Oct 4, 2017 · D/A · $851,974,565 sold of Indefinite · 383 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗
  • Sep 30, 2016 · D/A · $845,334,565 sold of Indefinite · 370 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗
  • Oct 2, 2015 · D/A · $838,194,565 sold of Indefinite · 360 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗
  • Oct 6, 2014 · D · $826,509,565 sold of Indefinite · 348 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗

Raised $852M from 383 investors as of the latest filing. Stephen is listed as executive officer on 6 filings for this deal.

Sources

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

Insurance · group: Alliant

Sedgwick, L.P.

Memphis, TN · May 30, 2019
  • May 30, 2019 · D · $13,855,717 sold of $25,000,000 · 146 investors · min. $50,000 · role: Director EDGAR ↗

Raised $13.9M from 146 investors (55% of the $25M target) as of the latest filing. Stephen is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(b) (687 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Carlyle

CP VI Coinvestment B, LP

Washington, DC · Oct 6, 2014 → Oct 2, 2018 · 5 filings
  • Oct 2, 2018 · D/A · $40,000,000 sold of Indefinite · 106 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗
  • Oct 4, 2017 · D/A · $43,988,000 sold of Indefinite · 140 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗
  • Sep 30, 2016 · D/A · $43,308,000 sold of Indefinite · 137 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗
  • Oct 2, 2015 · D/A · $42,610,000 sold of Indefinite · 126 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗
  • Oct 6, 2014 · D · $40,000,000 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer (Authorized Person) EDGAR ↗

Raised $44M from 140 investors as of the latest filing. Stephen is listed as executive officer on 5 filings for this deal.

Sources

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

Other Health Care

Bella Holding Company, LLC

Washington, DC · Jan 9, 2018 → Mar 14, 2018 · 2 filings
  • Mar 14, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 9, 2018 · D · $690,641,432 sold of Indefinite · 21 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $690.6M from 21 investors as of the latest filing. Stephen is listed as director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other · group: Eagle

Eagle Holding Co I

Wilmington, NC · May 10, 2017 → May 10, 2017 · 2 filings
  • May 10, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Director and President) EDGAR ↗
  • May 10, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Director and President) EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other · group: Eagle

Eagle Buyer, Inc.

Wilmington, NC · May 10, 2017
  • May 10, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Director and President) EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pharmaceuticals · group: Eagle

Jaguar Holding Co I

Wilmington, NC · Jun 21, 2012
  • Jun 21, 2012 · D · $1,250,000 sold of $3,500,000 · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.25M from 2 investors (36% of the $3.5M target) as of the latest filing. Stephen is listed as director.

Sources

Every row is a Form D or D/A on 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 (2)

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

  • Stephen Wise — MA, 4 issuers, Jul 1, 2015 → Jan 21, 2026 · no shared issuer
  • Stephen Andrew Wise — WA, 1 issuer, Apr 20, 2026 → Apr 20, 2026 · no shared issuer

People around Stephen 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.

Management entity

TC Group VI, L.L.C.

Promoter, Executive Officer · 11 shared filings (2 issuers) · also on 4 other issuers

TC Group VI, L.L.C. is on 6 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 Clare

Director, Executive Officer · 13 shared filings (4 issuers) · also on 9 other issuers

Peter Clare is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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

Adam J. Palmer

Executive Officer · 11 shared filings (2 issuers) · also on 20 other issuers

Adam J. Palmer is on 22 issuers in total — a repeat sponsor. Their page lists every one.

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

Daniel A. D'Aniello

Executive Officer · 11 shared filings (2 issuers) · also on 236 other issuers

Daniel A. D'Aniello is on 238 issuers in total — a repeat sponsor. Their page lists every one.

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

William E. Conway, Jr.

Executive Officer · 11 shared filings (2 issuers) · also on 217 other issuers

William E. Conway, Jr. is on 219 issuers in total — a repeat sponsor. Their page lists every one.

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

David M. Rubenstein

Executive Officer · 11 shared filings (2 issuers) · also on 216 other issuers

David M. Rubenstein is on 218 issuers in total — a repeat sponsor. Their page lists every one.

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

Ian Fujiyama

Executive Officer · 11 shared filings (2 issuers) · also on 9 other issuers

Ian Fujiyama is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Allan M. Holt

Executive Officer · 11 shared filings (2 issuers) · also on 4 other issuers

Allan M. Holt is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Francis Finelli

Executive Officer · 11 shared filings (2 issuers) · also on 3 other issuers

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

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

Sandra J. Horbach

Executive Officer · 11 shared filings (2 issuers) · also on 6 other issuers

Sandra J. Horbach is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Karen Bechtel

Director, Executive Officer · 11 shared filings (3 issuers) · also on 3 other issuers

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

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

Elliot P.S. Merrill

Executive Officer · 11 shared filings (2 issuers) · also on 3 other issuers

Elliot P.S. Merrill is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Campbell R. Dyer

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

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Andrew Marino

Executive Officer · 11 shared filings (2 issuers) · also on 3 other issuers

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

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

Brian A. Bemasek

Executive Officer · 11 shared filings (2 issuers)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Jeremy Anderson

Executive Officer · 11 shared filings (2 issuers) · also on 99 other issuers

Jeremy Anderson is on 101 issuers in total — a repeat sponsor. Their page lists every one.

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

David B. Pearson

Executive Officer · 10 shared filings (2 issuers) · also on 107 other issuers

David B. Pearson is on 109 issuers in total — a repeat sponsor. Their page lists every one.

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

Claudius E. Watts, IV

Executive Officer · 10 shared filings (2 issuers) · also on 4 other issuers

Claudius E. Watts, IV is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

James A. Attwood, Jr.

Executive Officer · 10 shared filings (2 issuers) · also on 4 other issuers

James A. Attwood, Jr. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Gregory S. Ledford

Executive Officer · 10 shared filings (2 issuers) · also on 4 other issuers

Gregory S. Ledford is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Thomas B. Mayrhofer

Executive Officer · 10 shared filings (2 issuers) · also on 54 other issuers

Thomas B. Mayrhofer is on 56 issuers in total — a repeat sponsor. Their page lists every one.

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

Elliot J. Wagner

Executive Officer · 10 shared filings (2 issuers)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Mark J. Johnson

Executive Officer · 10 shared filings (2 issuers) · also on 4 other issuers

Mark J. Johnson is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

KEVIN GREEN

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

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

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

James Shillito

Director · 5 shared filings (1 issuer)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Neeraj Bharadwaj

Director · 5 shared filings (1 issuer)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Joseph Bress

Director · 5 shared filings (1 issuer)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Patrick Leonard

Executive Officer, Director · 5 shared filings (1 issuer)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Allen Thorpe

Director, Executive Officer · 4 shared filings (3 issuers) · also on 31 other issuers

Allen Thorpe is on 34 issuers in total — a repeat sponsor. Their page lists every one.

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

Shankar Narayana Madhava Narayanan

Director · 4 shared filings (1 issuer)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Ryan Caswell

Director · 4 shared filings (1 issuer)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Torrey Barnhouse

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Scott Tudor

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

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Hunter Philbrick

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

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Ram Jagannath

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

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

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

William McMullan

Director · 3 shared filings (2 issuers)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Robert R. Schmidt

Director · 2 shared filings (1 issuer)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Michael Ryan

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

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Thomas Weir

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

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

Shelley Boyce

Director · 2 shared filings (1 issuer)

Listed on the same filings as Stephen H. Wise. Their page shows their other deals.

The team behind the deals

Sponsor group

Eagle

4 issuers · 6 filings · $72.3M reported sold · 2012–2019

One team, 4 deal companies. Stephen H. Wise is listed on 3 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 Stephen H. Wise.

Sponsor group

Carlyle

556 issuers · 1294 filings · $208.72B reported sold · 2009–2026

One team, 556 deal companies. Stephen H. Wise 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 Stephen H. Wise.

Sponsor group

Alliant

9 issuers · 39 filings · $5.87B reported sold · 2009–2026

One team, 9 deal companies. Stephen H. Wise is listed on 1 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 Stephen H. Wise.

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)

None of the 8 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Stephen H. Wise 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 8 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Stephen H. Wise is listed on: none on file. No website or social profile named in CP VI Coinvestment A, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #207,574 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 (Washington, DC). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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