PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:38 AM ET

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STEPHEN SWANSON

Named as an officer, director or promoter on SEC Form D filings · IL · Oct 15, 2021 → Sep 24, 2026

38deals (issuers)
$15.11Breported sold
2,663investors
51Form D filings
2021–2026years 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

STEPHEN SWANSON is listed as an executive officer and promoter on 51 SEC Form D filings by 38 issuers between Oct 2021 and Sep 2026. Largest by amount reported sold: Valor Compute Infrastructure L.P. (Chicago, IL — pooled investment fund — 2025–2026; $2.65B reported sold to 1,141 investors), Valor CI Blocker Feeder L.P. (Chicago, IL — pooled investment fund — 2025–2026; $2.65B reported sold to 102 investors), VALOR EQUITY PARTNERS VI-A L.P. (Chicago, IL — pooled investment fund — 2022–2024; $2.21B reported sold to 30 investors), VALOR EQUITY PARTNERS VI L.P. (Chicago, IL — pooled investment fund — 2022–2024; $2.21B reported sold to 400 investors), VALOR EQUITY PARTNERS VI-B L.P. (Chicago, IL — pooled investment fund — 2022–2024; $2.21B reported sold to 133 investors) and 33 more (all listed below).

What this means That is a lot of deals — 38 separate companies raised money with this person listed as executive officer and promoter, over about 5 years. Across those companies the filings report $15.11B sold in total.

Listed alongside ANTONIO GRACIAS (51 shared filings), JONATHAN SHULKIN (51 shared filings), JUAN SABATER (51 shared filings), ANNE DEAN (42 shared filings), VIVEK PATTIPATI (21 shared filings) and 14 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.

All 38 issuers belong to the sponsor group Atreides (129 issuers, $26.78B reported sold, 2015–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Atreides has 129 companies on file and $26.78B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, 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 court case matching the name, 22 bankruptcy cases matching the name listed in Key records below.

What this means 23 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 the newest 50 of 51 public filings for STEPHEN SWANSON and found 7 differences, 2 worth asking the sponsor about: STEPHEN SWANSON appears on 3 deals that stopped filing before reaching their target; 28 paid sellers are listed without a CRD number; 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 SWANSON has not run yet — it is joining a line of 37,306 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

1 case: 1 closed (disposition not in docket feed)

Paul Whittle v. Stephen Swanson closed
District Court, D. Colorado · No. 1:89-cv-00287 · Filed Feb 17, 1989 · Closed Jun 15, 1990 · Nature of suit: 190 Other contract actions · Cause: 28:1331 Fed. Question: Breach of Contract
Role of Stephen Swanson: Defendant · Outcome: Terminated 1990-06-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in CO (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

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

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

2. Regulatory actions

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

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

22 cases: 22 closed (disposition not in docket feed)

Stephen M. Swanson and Emma M. Swanson closed
United States Bankruptcy Court, S.D. Iowa · No. 20-01152 · Filed Jun 5, 2020 · Closed Sep 23, 2020
Role of Stephen M. Swanson and Emma M. Swanson: Debtor · Outcome: Case closed 2020-09-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in IA (not a filing state)
Stephen B Swanson and Jo-Hanna M. Swanson closed
United States Bankruptcy Court, N.D. New York · No. 14-12282 · Filed Oct 16, 2014 · Closed Jan 28, 2015
Role of Stephen B Swanson and Jo-Hanna M. Swanson: Debtor · Outcome: Case closed 2015-01-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)
Stephanie J Swanson and Stephen A Swanson closed
United States Bankruptcy Court, N.D. Ohio · No. 14-33354 · Filed Sep 11, 2014 · Closed Jan 13, 2015
Role of Stephen A Swanson: Debtor · Outcome: Case closed 2015-01-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in OH (not a filing state)
Stephen C. Swanson closed
United States Bankruptcy Court, S.D. Georgia · No. 13-42044 · Filed Nov 1, 2013 · Closed Mar 18, 2014
Role of Stephen C. Swanson: Debtor · Outcome: Case closed 2014-03-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)
Stephen C. Swanson closed
United States Bankruptcy Court, S.D. Georgia · No. 12-40298 · Filed Feb 10, 2012 · Closed Mar 31, 2014
Role of Stephen C. Swanson: Debtor · Outcome: Case closed 2014-03-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)
Stephen S. Swanson and Gloria M. Swanson closed
United States Bankruptcy Court, D. Oregon · No. 10-31980 · Filed Mar 12, 2010 · Closed Sep 13, 2010
Role of Stephen S. Swanson and Gloria M. Swanson: Debtor · Outcome: Case closed 2010-09-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in OR (not a filing state)
Stephen R. Swanson closed
United States Bankruptcy Court, D. New Hampshire · No. 09-13680 · Filed Sep 24, 2009 · Closed Apr 29, 2010
Role of Stephen R. Swanson: Debtor · Outcome: Case closed 2010-04-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in NH (not a filing state)
Stephen L. Swanson and Bonnie S. Swanson closed
United States Bankruptcy Court, W.D. New York · No. 1-06-01320 · Filed May 23, 2006 · Closed Oct 5, 2006
Role of Stephen L. Swanson and Bonnie S. Swanson: Debtor · Outcome: Case closed 2006-10-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)
Stephen Swanson closed
United States Bankruptcy Court, M.D. Florida · No. 6:05-bk-16378 · Filed Oct 15, 2005 · Closed Apr 17, 2006
Role of Stephen Swanson: Debtor · Outcome: Case closed 2006-04-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in FL (not a filing state)
Stephen C. Swanson closed
United States Bankruptcy Court, S.D. Georgia · No. 05-43125 · Filed Oct 14, 2005 · Closed Apr 3, 2006
Role of Stephen C. Swanson: Debtor · Outcome: Case closed 2006-04-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)
Stephen L Swanson and Tori R Swanson closed
United States Bankruptcy Court, N.D. Illinois · No. 04-71191 · Filed Mar 5, 2004 · Closed Jul 7, 2004
Role of Stephen L Swanson and Tori R Swanson: Debtor · Outcome: Case closed 2004-07-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (IL)
Stephen Swanson closed
United States Bankruptcy Court, E.D. Arkansas · No. 4:03-bk-22805 · Filed Oct 27, 2003 · Closed Feb 9, 2004
Role of Stephen Swanson: Debtor · Outcome: Case closed 2004-02-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in AR (not a filing state)
Stephen M Swanson closed
United States Bankruptcy Court, W.D. Washington · No. 03-45918 · Filed Jun 2, 2003 · Closed Sep 16, 2003
Role of Stephen M Swanson: Debtor · Outcome: Case closed 2003-09-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in WA (not a filing state)
Stephen L Swanson and Eve M Swanson closed
United States Bankruptcy Court, N.D. Illinois · No. 03-71768 · Filed Apr 2, 2003 · Closed Oct 2, 2003
Role of Stephen L Swanson and Eve M Swanson: Debtor · Outcome: Case closed 2003-10-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (IL)
Stephen P. Swanson closed
United States Bankruptcy Court, N.D. Georgia · No. 00-42450 · Filed Nov 16, 2000 · Closed Feb 16, 2001
Role of Stephen P. Swanson: Debtor · Outcome: Case closed 2001-02-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)
Stephen T. Swanson and Margaret H. Swanson closed
United States Bankruptcy Court, D. New Jersey · No. 97-13993 · Filed Apr 28, 1997 · Closed Aug 20, 1997
Role of Stephen T. Swanson and Margaret H. Swanson: Debtor · Outcome: Case closed 1997-08-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in NJ (not a filing state)
Stephen M. Swanson closed
United States Bankruptcy Court, S.D. California · No. 96-14391 · Filed Oct 21, 1996 · Closed Feb 13, 1997
Role of Stephen M. Swanson: Debtor · Outcome: Case closed 1997-02-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)
STEPHEN H SWANSON closed
United States Bankruptcy Court, D. Minnesota · No. 96-44346 · Filed Jul 15, 1996 · Closed Nov 4, 1996
Role of STEPHEN H SWANSON: Debtor · Outcome: Case closed 1996-11-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in MN (not a filing state)
Stephen Swanson and Susanne Swanson closed
United States Bankruptcy Court, C.D. California · No. 8:95-bk-11246 · Filed Feb 7, 1995 · Closed Jun 21, 1995
Role of Stephen Swanson and Susanne Swanson: Debtor · Outcome: Case closed 1995-06-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)
Stephen J. Swanson closed
United States Bankruptcy Court, E.D. Virginia · No. 93-40882 · Filed Apr 21, 1993 · Closed Aug 3, 1993
Role of Stephen J. Swanson: Debtor · Outcome: Case closed 1993-08-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in VA (not a filing state)
Stephen J Swanson and Tina M Swanson closed
United States Bankruptcy Court, N.D. Illinois · No. 89-11966 · Filed Jul 20, 1989 · Closed Feb 15, 1990
Role of Stephen J Swanson and Tina M Swanson: Debtor · Outcome: Case closed 1990-02-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (IL)
Stephen G. Swanson and Janice M. Swanson closed
United States Bankruptcy Court, W.D. Louisiana · No. 88-12371 · Filed Oct 31, 1988 · Closed Jun 23, 1989
Role of Stephen G. Swanson and Janice M. Swanson: Debtor · Outcome: Case closed 1989-06-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 36 federal dockets); 2 people with this name in Form D filings; court in LA (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 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

7 differences found between the filings for STEPHEN SWANSON — 2 worth asking about (compared the newest 50 of 51 filings on Oct 24, 2026; older filings not covered)

Worth asking · Oct 20, 2021

STEPHEN SWANSON appears on 3 deals that stopped filing before reaching their target

VALOR SIREN VENTURES II L.P. (last filing Oct 20, 2021; $100,000,000 sold of $400,000,000); VALOR SIREN VENTURES II-A L.P. (last filing Oct 20, 2021; $100,000,000 sold of $400,000,000); VALOR SIREN VENTURES II-B L.P. (last filing Oct 20, 2021; $100,000,000 sold of $400,000,000). 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.

VALOR SIREN VENTURES II L.P. — PartnerFacts page ↗VALOR SIREN VENTURES II-A L.P. — PartnerFacts page ↗VALOR SIREN VENTURES II-B L.P. — PartnerFacts page ↗
Sources
Worth asking · Oct 11, 2022 – Feb 5, 2026

28 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Compass Group Global Advisors S.A. — VALOR ATREIDES AI I L.P. · Paid seller listed without a CRD number: UBS Switzerland AG — VALOR ATREIDES AI I L.P. · Paid seller listed without a CRD number: Compass Group Global Advisors S.A. — VALOR ATREIDES AI I-B L.P. · Paid seller listed without a CRD number: UBS Switzerland AG — VALOR ATREIDES AI I-B L.P. · Paid seller listed without a CRD number: FURTHER CAPITAL PARTNERS LTD. — VALOR EQUITY PARTNERS VI-A L.P. · and 23 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Feb 5, 2026 ↗BrokerCheck search: Compass Group Global Advisors S.A. ↗VALOR ATREIDES AI I L.P. — PartnerFacts page ↗BrokerCheck search: UBS Switzerland AG ↗
Sources
Note · Oct 5, 2021 – Oct 11, 2022

4 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 — VALOR EQUITY PARTNERS OPPORTUNITY FUND I L.P. (latest filing Oct 11, 2022) · No amendment in the last 12 months on an offering that may still be open — VALOR EQUITY PARTNERS OPPORTUNITY FUND I-A L.P. (latest filing Oct 11, 2022) · No amendment in the last 12 months on an offering that may still be open — VALOR EQUITY PARTNERS OPPORTUNITY FUND I-B L.P. (latest filing Oct 11, 2022) · No amendment in the last 12 months on an offering that may still be open — VALOR SIREN VENTURES II L.P. (latest filing Oct 20, 2021)

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

Form D/A · Oct 11, 2022 ↗VALOR EQUITY PARTNERS OPPORTUNITY FUND I L.P. — PartnerFacts page ↗Form D/A · Oct 11, 2022 ↗VALOR EQUITY PARTNERS OPPORTUNITY FUND I-A L.P. — PartnerFacts page ↗
Sources
Note · Mar 3, 2023 – Feb 5, 2026

5 offerings changed their target amount between filings

Offering amount changed between filings — VALOR ATREIDES AI I-B L.P. · Offering amount changed between filings — VALOR ATREIDES AI I L.P. · Offering amount changed between filings — VALOR EQUITY PARTNERS VI-B L.P. · Offering amount changed between filings — VALOR EQUITY PARTNERS VI L.P. · Offering amount changed between filings — VALOR EQUITY PARTNERS VI-A L.P.

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D (earlier) · Jan 14, 2025 ↗Form D/A (later) · Feb 5, 2026 ↗VALOR ATREIDES AI I-B L.P. — PartnerFacts page ↗Form D (earlier) · Jan 14, 2025 ↗
Sources
Note · Jan 14, 2025 – Feb 5, 2026

Minimum investment changed between filings — VALOR ATREIDES AI I-B L.P.

The Jan 14, 2025 filing lists a minimum of $0; the Feb 5, 2026 Form D/A lists $75,000.

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

Form D (earlier) · Jan 14, 2025 ↗Form D/A (later) · Feb 5, 2026 ↗VALOR ATREIDES AI I-B L.P. — PartnerFacts page ↗
Sources
Note · Jan 14, 2025 – Feb 5, 2026

Minimum investment changed between filings — VALOR ATREIDES AI I L.P.

The Jan 14, 2025 filing lists a minimum of $0; the Feb 5, 2026 Form D/A lists $50,000.

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

Form D (earlier) · Jan 14, 2025 ↗Form D/A (later) · Feb 5, 2026 ↗VALOR ATREIDES AI I L.P. — PartnerFacts page ↗
Sources
Note · Nov 10, 2015

Same name, different state: "Stephen Swanson" (NY) is a separate record

This page covers filings where the address state is IL. A separate record, "Stephen Swanson" with address state NY, is listed on 2 filings — most recently by AB US REP GW Co-Invest L.P. (Nov 10, 2015). The two records do not overlap in time: this page runs Oct 15, 2021 to Sep 24, 2026; the other has one filing dated Nov 10, 2015.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen Swanson (NY) — PartnerFacts page ↗Form D · Nov 10, 2015 ↗AB US REP GW Co-Invest L.P. — PartnerFacts page ↗STEPHEN SWANSON (IL) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 51 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 38 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 24, 2026 D
Valor National Security Fund I-B L.P.
File 021-598800
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗EDGAR ↗
Sep 24, 2026 D
VALOR NATIONAL SECURITY FUND I L.P.
File 021-598801
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗EDGAR ↗
Aug 26, 2026 D
VC SUMMIT FUND 3.0 L.P.
File 021-595473
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 21, 2026 D
MC VALOR SUMMIT 3.0 L.P.
File 021-595071
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to management fees and carried interest. Such management fees and carried interest are fully disclosed in the Issuer's confidential offering materials.
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗		EDGAR ↗
Aug 13, 2026 D
CV CONSORTIO FUND II L.P.
File 021-594029
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 1, 2026 D
VWR 1.0 L.P.
File 021-589312
$0 (est.)$0 (est.)$0
The General Partner is entitled to carried interest and the Investment Manager is entitled to a management fee. Such carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 15, 2026 D/A
Valor Compute Infrastructure L.P.
File 021-550096
$0 (est.)$0 (est.)$0
The Advisor is entitled to a management fee. Such management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 15, 2026 D/A
Valor CI Blocker Feeder L.P.
File 021-558976
$0 (est.)$0 (est.)$0
The Advisor is entitled to a management fee. Such management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 20, 2026 D
VCI INTERMEDIATE TOPCO 3 LLC
File 021-581177
$0 (est.)$0 (est.)$0
The Advisor is entitled to an administrative services fee. Such administrative services fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 10, 2026 D
VCI Intermediate TopCo 2 LLC
File 021-573191
$0 (est.)$0 (est.)$0
The Advisor is entitled to an administrative services fee. Such administrative services fee is fully disclosed in the Issuer's confidential offering materials.
Apollo Global Securities, LLC BrokerCheck CRD 153502 ↗EDGAR ↗
Feb 5, 2026 D/A
VALOR ATREIDES AI I L.P.
File 021-535188
$0 (est.)$0 (est.)$0
The general partners are entitled to carried interest and the investment advisors are entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
Jefferies LLC BrokerCheck CRD 2347 ↗
iCapital Markets LLC BrokerCheck CRD 118219 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Compass Group Global Advisors S.A. no CRD number reported
UBS Switzerland AG no CRD number reported		EDGAR ↗
Feb 5, 2026 D/A
VALOR ATREIDES AI I-B L.P.
File 021-535190
$0 (est.)$0 (est.)$0
The general partners are entitled to carried interest and the investment advisors are entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
Jefferies LLC BrokerCheck CRD 2347 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Compass Group Global Advisors S.A. no CRD number reported
UBS Switzerland AG no CRD number reported		EDGAR ↗
Jan 27, 2026 D
VFT 1.0 L.P.
File 021-571230
$0 (est.)$0 (est.)$0
The General Partner is entitled to carried interest and the Investment Manager is entitled to a management fee. Such carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
VALOR EQUITY PARTNERS OPPORTUNITY FUND II L.P.
File 021-562880
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
Valor Equity Partners Opportunity Fund II-B L.P.
File 021-562881
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
Valor Equity Partners Opportunity Fund II-A L.P.
File 021-562884
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
VALOR EQUITY PARTNERS VII L.P.
File 021-562882
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
VALOR EQUITY PARTNERS VII-B L.P.
File 021-562883
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
VALOR EQUITY PARTNERS VII-A L.P.
File 021-562879
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 14, 2025 D
VCI INTERMEDIATE TOPCO 1 LLC
File 021-560681
$0 (est.)$0 (est.)$0
The Advisor is entitled to an administrative services fee. Such administrative services fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 10, 2025 D
VN 1.0 L.P.
File 021-557238
$0$0$0 (est.)
The general partner is entitled to carried interest and a management fee. Such carried interest and management fee is fully disclosed in the Issuer's agreement of limited partnership and confidential offering materials.
None listed on this filingEDGAR ↗
Jul 31, 2025 D
Valor Access Fund 1.0 L.P.
File 021-553299
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
May 14, 2025 D
KVSX I L.P.
File 021-545995
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 29, 2025 D
Valor Seed 1.0 L.P.
File 021-536672
$0 (est.)$0 (est.)$0
The General Partner is entitled to carried interest and the Investment Manager is entitled to a management fee. Such carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 14, 2025 D
VALOR ATREIDES AI I-A L.P.
File 021-535192
$0 (est.)$0 (est.)$0
The general partners are entitled to carried interest and the investment advisors are entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 8, 2024 D
VALOR M33 VI FEEDER L.P.
File 021-520887
$0$0$0 (est.)
Issuer is organized as a feeder fund, investing directly in Valor M33 VI L.P. (Fund). The GP, which is GP of Issuer and Fund, is entitled to carried interest in its capacity as GP of Fund as is fully disclosed in Fund's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 7, 2024 D/A
VALOR EQUITY PARTNERS VI-A L.P.
File 021-435790
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
FURTHER CAPITAL PARTNERS LTD. no CRD number reported
HMC ITAJUBA no CRD number reported
MATRIX JAPAN K.K. no CRD number reported
MORGAN STANLEY SMITH BARNEY, LLC BrokerCheck CRD 149777 ↗
SELINUS CAPITAL ADVISORS GMBH no CRD number reported
TENEO PARTNERS JAPAN LIMITED no CRD number reported
UBS SWITZERLAND AG no CRD number reported		EDGAR ↗
Mar 7, 2024 D/A
VALOR EQUITY PARTNERS VI L.P.
File 021-435789
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
FURTHER CAPITAL PARTNERS LTD. no CRD number reported
HMC ITAJUBA no CRD number reported
MATRIX JAPAN K.K. no CRD number reported
MORGAN STANLEY SMITH BARNEY, LLC BrokerCheck CRD 149777 ↗
SELINUS CAPITAL ADVISORS GMBH no CRD number reported
TENEO PARTNERS JAPAN LIMITED no CRD number reported
UBS SWITZERLAND AG no CRD number reported		EDGAR ↗
Mar 7, 2024 D/A
VALOR EQUITY PARTNERS VI-B L.P.
File 021-435791
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
FURTHER CAPITAL PARTNERS LTD. no CRD number reported
HMC ITAJUBA no CRD number reported
MATRIX JAPAN K.K. no CRD number reported
MORGAN STANLEY SMITH BARNEY, LLC BrokerCheck CRD 149777 ↗
SELINUS CAPITAL ADVISORS GMBH no CRD number reported
TENEO PARTNERS JAPAN LIMITED no CRD number reported
UBS SWITZERLAND AG no CRD number reported		EDGAR ↗
Mar 7, 2024 D
VALOR M33 VI L.P.
File 021-506985
$0$0$0 (est.)
The general partner is entitled to carried interest. Such carried interest is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 11, 2023 D
CV CONSORTIO FUND L.P.
File 021-478537
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 30, 2022 D
VALOR EQUITY PARTNERS VI FEEDER L.P.
File 021-469309
$0$0$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 11, 2022 D/A
VALOR EQUITY PARTNERS OPPORTUNITY FUND I-B L.P.
File 021-417271
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
UBS SWITZERLAND AG no CRD number reported
FURTHER CAPITAL PARTNERS LTD. no CRD number reported		EDGAR ↗
Oct 11, 2022 D/A
VALOR EQUITY PARTNERS OPPORTUNITY FUND I-A L.P.
File 021-417268
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
UBS SWITZERLAND AG no CRD number reported
FURTHER CAPITAL PARTNERS LTD. no CRD number reported		EDGAR ↗
Oct 11, 2022 D/A
VALOR EQUITY PARTNERS OPPORTUNITY FUND I L.P.
File 021-417269
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
UBS SWITZERLAND AG no CRD number reported
FURTHER CAPITAL PARTNERS LTD. no CRD number reported		EDGAR ↗
Oct 20, 2021 D
VALOR SIREN VENTURES II L.P.
File 021-417693
$0$0$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 20, 2021 D
VALOR SIREN VENTURES II-A L.P.
File 021-417694
$0$0$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 20, 2021 D
VALOR SIREN VENTURES II-B L.P.
File 021-417692
$0$0$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 38

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

VN
Pooled Investment Fund · group: Atreides

VALOR NATIONAL SECURITY FUND I L.P.

Chicago, IL · Sep 24, 2026
  • Sep 24, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VN
Pooled Investment Fund · group: Atreides

Valor National Security Fund I-B L.P.

Chicago, IL · Sep 24, 2026
  • Sep 24, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VS
Pooled Investment Fund · group: Atreides

VC SUMMIT FUND 3.0 L.P.

Chicago, IL · Aug 26, 2026
  • Aug 26, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

MV
Pooled Investment Fund · group: Atreides

MC VALOR SUMMIT 3.0 L.P.

Chicago, IL · Aug 21, 2026
  • Aug 21, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

CC
Pooled Investment Fund · group: Atreides

CV CONSORTIO FUND II L.P.

Chicago, IL · Aug 13, 2026
  • Aug 13, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

V1
Pooled Investment Fund · group: Atreides

VWR 1.0 L.P.

Chicago, IL · Jul 1, 2026
  • Jul 1, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Investment Manager of the Issuer.) EDGAR ↗

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

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.

VC
Pooled Investment Fund · group: Atreides

Valor Compute Infrastructure L.P.

Chicago, IL · Jun 27, 2025 → May 15, 2026 · 2 filings
  • May 15, 2026 · D/A · $2,649,026,842 sold of Indefinite · 1,141 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Advisor of the Issuer.) EDGAR ↗
  • Jun 27, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Advisor of the Issuer.) EDGAR ↗

Raised $2.65B from 1,141 investors as of the latest filing. Stephen is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VC
Pooled Investment Fund · group: Atreides

Valor CI Blocker Feeder L.P.

Chicago, IL · Sep 26, 2025 → May 15, 2026 · 2 filings
  • May 15, 2026 · D/A · $2,649,026,842 sold of Indefinite · 102 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Advisor of the Issuer.) EDGAR ↗
  • Sep 26, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Advisor of the Issuer.) EDGAR ↗

Raised $2.65B from 102 investors as of the latest filing. Stephen is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

VI
Pooled Investment Fund · group: Atreides

VCI INTERMEDIATE TOPCO 3 LLC

Chicago, IL · Apr 20, 2026
  • Apr 20, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Advisor of the Issuer.) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

VI
Pooled Investment Fund · group: Atreides

VCI Intermediate TopCo 2 LLC

Chicago, IL · Feb 10, 2026
  • Feb 10, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Advisor of the Issuer.) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

VA
Pooled Investment Fund · group: Atreides

VALOR ATREIDES AI I L.P.

Chicago, IL · Jan 14, 2025 → Feb 5, 2026 · 2 filings
  • Feb 5, 2026 · D/A · $758,695,000 sold of $758,695,000 · 664 investors · min. $50,000 · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Co-Investment Manager of the Issuer.) EDGAR ↗
  • Jan 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Co-Investment Manager of the Issuer.) EDGAR ↗

Raised $758.7M from 664 investors (100% of the $758.7M target) as of the latest filing. Stephen is listed as executive officer, promoter 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.

VA
Pooled Investment Fund · group: Atreides

VALOR ATREIDES AI I-B L.P.

Chicago, IL · Jan 14, 2025 → Feb 5, 2026 · 2 filings
  • Feb 5, 2026 · D/A · $758,695,000 sold of $758,695,000 · 63 investors · min. $75,000 · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Co-Investment Manager of the Issuer.) EDGAR ↗
  • Jan 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Co-Investment Manager of the Issuer.) EDGAR ↗

Raised $758.7M from 63 investors (100% of the $758.7M target) as of the latest filing. Stephen is listed as executive officer, promoter 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.

V1
Pooled Investment Fund · group: Atreides

VFT 1.0 L.P.

Chicago, IL · Jan 27, 2026
  • Jan 27, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Investment Manager of the Issuer.) EDGAR ↗

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

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.

VE
Pooled Investment Fund · group: Atreides

Valor Equity Partners Opportunity Fund II-A L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS VII-B L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS VII L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VE
Pooled Investment Fund · group: Atreides

Valor Equity Partners Opportunity Fund II-B L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS OPPORTUNITY FUND II L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS VII-A L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VI
Pooled Investment Fund · group: Atreides

VCI INTERMEDIATE TOPCO 1 LLC

Chicago, IL · Oct 14, 2025
  • Oct 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Advisor of the Issuer.) EDGAR ↗

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

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.

V1
Pooled Investment Fund · group: Atreides

VN 1.0 L.P.

Chicago, IL · Sep 10, 2025
  • Sep 10, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VA
Pooled Investment Fund · group: Atreides

Valor Access Fund 1.0 L.P.

Chicago, IL · Jul 31, 2025
  • Jul 31, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

KI
Pooled Investment Fund · group: Atreides

KVSX I L.P.

Chicago, IL · May 14, 2025
  • May 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VS
Pooled Investment Fund · group: Atreides

Valor Seed 1.0 L.P.

Chicago, IL · Jan 29, 2025
  • Jan 29, 2025 · D · $0 sold of $40,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Investment Manager of the Issuer.) EDGAR ↗

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

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.

VA
Pooled Investment Fund · group: Atreides

VALOR ATREIDES AI I-A L.P.

Chicago, IL · Jan 14, 2025
  • Jan 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Swanson is the Chief Legal Officer of the Co-Investment Manager of the Issuer) EDGAR ↗

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

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.

VM
Pooled Investment Fund · group: Atreides

VALOR M33 VI FEEDER L.P.

Chicago, IL · Aug 8, 2024
  • Aug 8, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VM
Pooled Investment Fund · group: Atreides

VALOR M33 VI L.P.

Chicago, IL · Mar 7, 2024
  • Mar 7, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS VI-A L.P.

Chicago, IL · Mar 3, 2022 → Mar 7, 2024 · 3 filings
  • Mar 7, 2024 · D/A · $2,214,878,000 sold of $2,214,878,000 · 30 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2023 · D/A · $1,483,658,000 sold of $2,000,000,000 · 24 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2022 · D · $0 sold of $2,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.21B from 30 investors (100% of the $2.21B target) as of the latest filing. Stephen is listed as executive officer, promoter 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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS VI L.P.

Chicago, IL · Mar 3, 2022 → Mar 7, 2024 · 3 filings
  • Mar 7, 2024 · D/A · $2,214,878,000 sold of $2,214,878,000 · 400 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2023 · D/A · $1,483,658,000 sold of $2,000,000,000 · 275 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2022 · D · $0 sold of $2,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.21B from 400 investors (100% of the $2.21B target) as of the latest filing. Stephen is listed as executive officer, promoter 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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS VI-B L.P.

Chicago, IL · Mar 3, 2022 → Mar 7, 2024 · 3 filings
  • Mar 7, 2024 · D/A · $2,214,878,000 sold of $2,214,878,000 · 133 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2023 · D/A · $1,483,658,000 sold of $2,000,000,000 · 103 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2022 · D · $0 sold of $2,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.21B from 133 investors (100% of the $2.21B target) as of the latest filing. Stephen is listed as executive officer, promoter 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.

CC
Pooled Investment Fund · group: Atreides

CV CONSORTIO FUND L.P.

Chicago, IL · Apr 11, 2023
  • Apr 11, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS VI FEEDER L.P.

Chicago, IL · Dec 30, 2022
  • Dec 30, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS OPPORTUNITY FUND I L.P.

Chicago, IL · Oct 15, 2021 → Oct 11, 2022 · 2 filings
  • Oct 11, 2022 · D/A · $448,893,750 sold of $750,000,000 · 106 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 15, 2021 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $448.9M from 106 investors (60% of the $750M target) as of the latest filing. Stephen is listed as executive officer, promoter 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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS OPPORTUNITY FUND I-A L.P.

Chicago, IL · Oct 15, 2021 → Oct 11, 2022 · 2 filings
  • Oct 11, 2022 · D/A · $448,893,750 sold of $750,000,000 · 15 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 15, 2021 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $448.9M from 15 investors (60% of the $750M target) as of the latest filing. Stephen is listed as executive officer, promoter 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.

VE
Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS OPPORTUNITY FUND I-B L.P.

Chicago, IL · Oct 15, 2021 → Oct 11, 2022 · 2 filings
  • Oct 11, 2022 · D/A · $448,893,750 sold of $750,000,000 · 8 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 15, 2021 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $448.9M from 8 investors (60% of the $750M target) as of the latest filing. Stephen is listed as executive officer, promoter 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.

VS
Pooled Investment Fund · group: Atreides

VALOR SIREN VENTURES II-A L.P.

Chicago, IL · Oct 20, 2021
  • Oct 20, 2021 · D · $100,000,000 sold of $400,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $100M (25% of the $400M target) as of the latest filing. Stephen is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

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

VS
Pooled Investment Fund · group: Atreides

VALOR SIREN VENTURES II L.P.

Chicago, IL · Oct 20, 2021
  • Oct 20, 2021 · D · $100,000,000 sold of $400,000,000 · 1 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $100M from 1 investor (25% of the $400M target) as of the latest filing. Stephen is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

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

VS
Pooled Investment Fund · group: Atreides

VALOR SIREN VENTURES II-B L.P.

Chicago, IL · Oct 20, 2021
  • Oct 20, 2021 · D · $100,000,000 sold of $400,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $100M (25% of the $400M target) as of the latest filing. Stephen is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

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

Other pages with the same name (1)

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

  • Stephen Swanson — NY, 2 issuers, Nov 10, 2015 → Nov 10, 2015 · no shared issuer

People around Stephen 19

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

VM
Management entity

Valor Management LLC

Promoter · 15 shared filings (11 issuers)

Valor Management LLC is on 11 issuers in total — a repeat sponsor. Their page lists every one.

VC
Management entity

Valor CI Associates L.P.

Promoter, Executive Officer · 7 shared filings (5 issuers)

Valor CI Associates L.P. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

AM
Management entity

Atreides Management, LP

Promoter · 5 shared filings (3 issuers) · also on 64 other issuers

Atreides Management, LP is on 67 issuers in total — a repeat sponsor. Their page lists every one.

VA
Management entity

Valor AI Associates I L.P.

Executive Officer, Promoter · 5 shared filings (3 issuers)

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

AA
Management entity

Atreides AI Associates I L.P.

Executive Officer, Promoter · 5 shared filings (3 issuers)

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

VS
Management entity

Valor Seed 1.0 GP, LLC

Promoter · 1 shared filing (1 issuer)

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

V1
Management entity

VFT 1.0 GP LLC

Promoter · 1 shared filing (1 issuer)

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

V1
Management entity

VWR 1.0 GP LLC

Promoter · 1 shared filing (1 issuer)

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

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

ANTONIO GRACIAS

Executive Officer, Promoter · 51 shared filings (38 issuers) · also on 44 other issuers

ANTONIO GRACIAS is on 82 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

JUAN SABATER

Executive Officer, Promoter · 51 shared filings (38 issuers) · also on 24 other issuers

JUAN SABATER is on 62 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

JONATHAN SHULKIN

Executive Officer, Promoter · 51 shared filings (38 issuers) · also on 41 other issuers

JONATHAN SHULKIN is on 79 issuers in total — a repeat sponsor. Their page lists every one.

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

ANNE DEAN

Executive Officer, Promoter · 42 shared filings (35 issuers)

ANNE DEAN is on 35 issuers in total — a repeat sponsor. Their page lists every one.

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

VIVEK PATTIPATI

Executive Officer, Promoter · 21 shared filings (12 issuers) · also on 9 other issuers

VIVEK PATTIPATI is on 21 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

Anne Marie Morley

Executive Officer, Promoter · 9 shared filings (9 issuers) · also on 7 other issuers

Anne Marie Morley is on 16 issuers in total — a repeat sponsor. Their page lists every one.

NK
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Person

NANCY KOWALCZYK

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

NANCY KOWALCZYK is on 26 issuers in total — a repeat sponsor. Their page lists every one.

ST
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Person

SAM TELLER

Executive Officer, Promoter · 6 shared filings (6 issuers) · also on 5 other issuers

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

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

David Finn

Executive Officer, Promoter · 5 shared filings (3 issuers) · also on 21 other issuers

David Finn is on 24 issuers in total — a repeat sponsor. Their page lists every one.

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

Gavin Baker

Executive Officer, Promoter · 5 shared filings (3 issuers) · also on 42 other issuers

Gavin Baker is on 45 issuers in total — a repeat sponsor. Their page lists every one.

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

Laura Malone

Executive Officer, Promoter · 5 shared filings (3 issuers) · also on 27 other issuers

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

The team behind the deals

A
Sponsor group

Atreides

129 issuers · 164 filings · $26.78B reported sold · 2015–2026

One team, 129 deal companies. Stephen Swanson is listed on 38 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 SWANSON.

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. 11 of the 38 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): VWR 1.0 L.P., Valor Compute Infrastructure L.P., Valor CI Blocker Feeder L.P., VCI INTERMEDIATE TOPCO 3 LLC, VCI Intermediate TopCo 2 LLC, VALOR ATREIDES AI I-B L.P., VALOR ATREIDES AI I L.P., VFT 1.0 L.P., VCI INTERMEDIATE TOPCO 1 LLC, Valor Seed 1.0 L.P., VALOR ATREIDES AI I-A L.P..

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to STEPHEN SWANSON 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 38 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Stephen Swanson is listed on: none on file. No website or social profile named in VALOR SIREN VENTURES II-A L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #177,400 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 (Chicago, IL). 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) ↗Cook County Clerk of Court case search ↗

Securities regulators

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

Business registries

Illinois Secretary of State business search ↗OpenCorporates ↗

Change history

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