Sponsor Check › Person
Related person on Form D filings · address state as listed: GA · listed Mar 16, 2010 → Mar 12, 2021
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:57 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
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None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:57 PM ET.
State courts: not yet searched. 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.
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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
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None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:57 PM ET.
State courts: not yet searched. 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
8 of 8 offerings report sales commissions totalling $22,402,797; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Mar 12, 2021 D/A File 021-156890 | $2,876,759 (est.) | $0 | $0 | Carter Terry & Company Inc. BrokerCheck CRD 16365 ↗ Register Financial Associates, Inc. BrokerCheck CRD 30568 ↗ |
| EDGAR ↗ | Mar 12, 2021 D/A File 021-156893 | $3,774,423 (est.) | $0 | $0 | Carter Terry & Company, Inc. BrokerCheck CRD 16365 ↗ Register Financial Associates, Inc. BrokerCheck CRD 30568 ↗ |
| EDGAR ↗ | Mar 12, 2021 D/A File 021-156894 | $654,724 (est.) | $0 | $0 | Carter Terry & Company, Inc. BrokerCheck CRD 16365 ↗ Register Financial Associates, Inc. BrokerCheck CRD 30568 ↗ |
| EDGAR ↗ | Mar 12, 2021 D/A File 021-156892 | $13,313,831 (est.) | $0 | $0 | Carter Terry & Compay, Inc. BrokerCheck CRD 16365 ↗ Register Financial Associates, Inc. BrokerCheck CRD 30568 ↗ |
| EDGAR ↗ | Mar 16, 2010 D/A File 021-112730 | $156,678 (est.) | $0 | $0 | Emergent Financial Group, Inc. BrokerCheck CRD 55431 ↗ |
| EDGAR ↗ | Mar 16, 2010 D/A File 021-58543 | $284,644 (est.) | $0 | $0 | Emergent Financial Group, INc. BrokerCheck CRD 37891 ↗ |
| EDGAR ↗ | Mar 16, 2010 D/A File 021-111425 | $102,597 (est.) | $0 | $0 | Emergent Financial Group, Inc. BrokerCheck CRD 37891 ↗ |
| EDGAR ↗ | Mar 16, 2010 D/A File 021-126134 | $1,239,141 (est.) | $0 | $0 | Emergent Financial Group, Inc. BrokerCheck CRD 37891 ↗ |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 12, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $147,136,509 | 276 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's General Partner | Mar 12, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $256,340,827 | 183 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 12, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $967,812,987 | 560 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 12, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $39,325,865 | 121 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 12, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $33,089,314 | 119 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's General Partner | Mar 12, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $229,262,907 | 178 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 12, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $143,373,015 | 272 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 12, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $877,429,421 | 543 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's General Partner | May 9, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $214,949,065 | 175 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | May 9, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $804,690,201 | 528 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | May 9, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $136,786,532 | 272 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | May 9, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $29,836,025 | 118 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's General Partner | Mar 16, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $203,800,628 | 158 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 16, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $759,482,902 | 517 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 16, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $128,065,269 | 266 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $29,668,667 | 118 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $29,489,397 | 118 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $120,246,712 | 258 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $711,871,685 | 510 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $193,961,154 | 156 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $29,021,678 | 114 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $182,451,223 | 148 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 16, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $115,191,996 | 254 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 16, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $670,357,290 | 482 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $168,981,655 | 141 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 16, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $608,259,336 | 470 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $25,997,051 | 107 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 16, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $100,645,902 | 246 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 14, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $79,752,220 | 230 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 14, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $538,582,150 | 463 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 14, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $153,966,570 | 134 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 14, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $23,505,735 | 95 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 15, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $72,674,675 | 253 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 15, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $22,069,651 | 85 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 15, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $139,634,090 | 121 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 15, 2013 | D/A | Indefinite similar: $155,000–$5,250,000 | $473,261,850 | 455 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 16, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $429,606,699 | 436 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $127,562,262 | 117 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 16, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $70,260,519 | 253 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2012 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,449,529 | 73 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Apr 4, 2011 | D/A | Indefinite similar: $155,000–$5,250,000 | $16,498,300 | 73 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Apr 4, 2011 | D/A | Indefinite similar: $155,000–$5,250,000 | $66,900,932 | 243 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Apr 4, 2011 | D/A | Indefinite similar: $155,000–$5,250,000 | $114,204,927 | 114 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Apr 4, 2011 | D/A | Indefinite similar: $155,000–$5,250,000 | $387,094,812 | 415 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2011 | D | Indefinite similar: $155,000–$5,250,000 | $16,498,300 | 73 similar: 4–27 | $100,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2011 | D | Indefinite similar: $155,000–$5,250,000 | $114,204,927 | 114 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 16, 2011 | D | Indefinite similar: $155,000–$5,250,000 | $387,094,812 | 415 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 16, 2011 | D | Indefinite similar: $155,000–$5,250,000 | $66,900,932 | 243 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | DUNWOODY PARTNERS, L.P. group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the the Issuer's General Partner | Mar 16, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $63,147,289 | 203 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | STONE MOUNTAIN PARTNERS LTD group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $14,335,469 | 59 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS, LP group: Chi Rho Multi Strategy | Executive Officer Chief Financial Officer of the Issuer's General Partner | Mar 16, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $343,921,781 | 387 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | PIEDMONT PARTNERS OFFSHORE, L.P. group: Chi Rho Multi Strategy | Executive Officer, Director Chief Financial Officer of the Issuer's Investment Manager and Director of the Issuer | Mar 16, 2010 | D/A | Indefinite similar: $155,000–$5,250,000 | $101,541,287 | 106 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"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.
Not linked to this profile — a second identifier (same issuer, same sponsor group) was not found. Could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as Steve Smith. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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