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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:42 AM ET

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Tagar Olson

Named as an officer, director or promoter on SEC Form D filings · NY, TN, CT, WA · Jan 3, 2013 → Aug 12, 2026

27deals (issuers)
$9.76Breported sold
1,520investors
51Form D filings
2013–2026years 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

Tagar Olson is listed as an executive officer, director, and promoter on 51 SEC Form D filings by 27 issuers between Jan 2013 and Aug 2026. Largest by amount reported sold: Alliant Holdings, L.P. (Greench, CT — industry reported as "Other" — 2015–2017; $5.22B reported sold to 657 investors), Integrum Capital Partners LP (New York, NY — pooled investment fund — 2021–2023; $979.8M reported sold to 127 investors), Sedgwick, Inc. (Memphis, TN — insurance — 2014–2017; $959.8M reported sold to 20 investors), ALLIANT HOLDINGS I, L.P. (San Diego, CA — industry reported as "Other" — 2013; $624M reported sold to 245 investors), Integrum Grit Co-Invest LP (New York, NY — pooled investment fund — 2025; $600M reported sold to 58 investors) and 22 more (all listed below).

What this means That is a lot of deals — 27 separate companies raised money with this person listed as executive officer, director, and promoter, over about 13 years. Across those companies the filings report $9.76B sold in total.

Listed alongside Jeff Livingston (31 shared filings), Kathy Reiland (27 shared filings), Ursula Burns (15 shared filings), Integrum Holdings LLC (14 shared filings, management entity), Richard Kunzer (14 shared filings) and 85 others.

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

The issuers belong to 4 sponsor groups: Stout (19 issuers, $1.96B reported sold, 2021–2026), Alliant (9 issuers, $5.87B reported sold, 2009–2026), Hampshire (7 issuers, $363.3M reported sold, 2009–2026) and True Talent Advisory (2 issuers, $206.1M reported sold, 2026).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.

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

We compared the newest 50 of 51 public filings for Tagar Olson and found 11 differences, 2 worth asking the sponsor about: 4 paid sellers are listed without a CRD number; Tagar Olson is no longer listed on the Aug 9, 2018 amendment; 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 Tagar Olson has not run yet — it is #9,151 of 38,831 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

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

What was searched

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

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Tagar Olson..

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

3. Bankruptcies

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

What was searched

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

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

4. Differences between public sources

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

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

Note · Oct 8, 2004 – Sep 28, 2010

4 bankruptcy cases name the subject or team members

Bankruptcy case: Esopus Creek Value LP v. Washington Mutual Inc — filed May 13, 2010 · Bankruptcy case: Brown v. Washington Mutual Inc — filed Nov 27, 2006 · Bankruptcy case: Moore v. Washington Mutual Inc — filed Nov 2, 2005 · Bankruptcy case: Budsberg v. Washington Mutual Inc — filed Oct 8, 2004

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

Docket · United States Bankruptcy Court, W.D. Washington ↗WMIH CORP. — PartnerFacts page ↗Docket · United States Bankruptcy Court, W.D. Washington ↗Docket · United States Bankruptcy Court, W.D. Washington ↗
Sources
Worth asking · Oct 26, 2022 – Dec 11, 2024

4 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Alvine Capital Management Limited — Integrum Capital Partners II LP · Paid seller listed without a CRD number: Alvine Capital AB — Integrum Capital Partners II LP · Paid seller listed without a CRD number: Thrive Alternatives Capital Advisory Pte. Ltd. — Integrum Capital Partners II LP · Paid seller listed without a CRD number: Alvine Capital Management Limited — Integrum Capital Partners LP

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 · Dec 11, 2024 ↗BrokerCheck search: Alvine Capital Management Limited ↗Integrum Capital Partners II LP — PartnerFacts page ↗BrokerCheck search: Alvine Capital AB ↗
Sources
Note · Apr 17, 2015 – Jan 26, 2026

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

Form D filed 17 days after the first sale — True Talent Advisory LLC · Form D filed 33 days after the first sale — Stout Holdings Management Aggregator IV, L.P. · Form D filed 33 days after the first sale — Stout Holdings Management Aggregator III, L.P. · Form D filed 33 days after the first sale — Stout Holdings Management Aggregator II, L.P. · Form D filed 33 days after the first sale — Stout Holdings Management Aggregator I, L.P. · and 3 more

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

Form D · Jan 26, 2026 ↗True Talent Advisory LLC — PartnerFacts page ↗Form D · Aug 18, 2025 ↗Stout Holdings Management Aggregator IV, L.P. — PartnerFacts page ↗
Sources
Note · Dec 20, 2012 – Aug 18, 2025

11 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 — Stout Holdings Management Aggregator IV, L.P. (latest filing Aug 18, 2025) · No amendment in the last 12 months on an offering that may still be open — Stout Holdings Management Aggregator III, L.P. (latest filing Aug 18, 2025) · No amendment in the last 12 months on an offering that may still be open — Stout Holdings Management Aggregator II, L.P. (latest filing Aug 18, 2025) · No amendment in the last 12 months on an offering that may still be open — Stout Holdings Management Aggregator I, L.P. (latest filing Aug 18, 2025) · No amendment in the last 12 months on an offering that may still be open — Stout Holdings, L.P. (latest filing Jul 31, 2025) · and 6 more

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

Form D · Aug 18, 2025 ↗Stout Holdings Management Aggregator IV, L.P. — PartnerFacts page ↗Form D · Aug 18, 2025 ↗Stout Holdings Management Aggregator III, L.P. — PartnerFacts page ↗
Sources
Worth asking · Aug 8, 2017 – Aug 9, 2018

Tagar Olson is no longer listed on the Aug 9, 2018 amendment — Alliant Holdings, L.P.

Tagar Olson appears on the Aug 8, 2017 Form D/A (director) but not on the Aug 9, 2018 Form D/A for the same offering.

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

Form D/A · Aug 8, 2017 ↗Form D/A · Aug 9, 2018 ↗Tagar Olson — PartnerFacts page ↗Alliant Holdings, L.P. — PartnerFacts page ↗
Sources
Note · May 8, 2023 – Apr 29, 2024

Tagar Olson's role changed at Continuum Parent LLC: executive officer → director

The May 8, 2023 filing lists Tagar Olson as executive officer; the Apr 29, 2024 Form D lists director.

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

Form D · May 8, 2023 ↗Form D · Apr 29, 2024 ↗Tagar Olson — PartnerFacts page ↗Continuum Parent LLC — PartnerFacts page ↗
Sources
Note · May 15, 2017 – Nov 28, 2017

Tagar Olson's role changed at USI Advantage Corp.: executive officer, director → director

The May 15, 2017 filing lists Tagar Olson as executive officer, director; the Nov 28, 2017 Form D lists director.

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

Form D · May 15, 2017 ↗Form D · Nov 28, 2017 ↗Tagar Olson — PartnerFacts page ↗USI Advantage Corp. — PartnerFacts page ↗
Sources
Note · Mar 13, 2014 – May 13, 2015

Industry group changed between filings — Sedgwick, Inc.

"Other" (Mar 13, 2014); then "Insurance" (May 13, 2015 to Jun 14, 2017).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Mar 13, 2014 ↗Form D · May 13, 2015 ↗Sedgwick, Inc. — PartnerFacts page ↗
Sources
Note · Jul 3, 2014

Same name, different state: "Tagar Olson" (GA) is a separate record

This page covers filings where the address state is NY or TN or CT or WA. A separate record, "Tagar Olson" with address state GA, is listed on 1 filing — most recently by First Data Holdings Inc. (Jul 3, 2014). Both records have filings in the same period (Jul 3, 2014).

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

Tagar Olson (GA) — PartnerFacts page ↗Form D · Jul 3, 2014 ↗First Data Holdings Inc. — PartnerFacts page ↗Tagar Olson (NY,TN,CT,WA) — this page ↗
Sources
Note · Aug 26, 2015 – Apr 29, 2024

4 address changes between filings

Address moved from New York, NY to Concord, MA — Continuum Parent LLC · Address moved from Newport Beach, CA to Irvine, CA — Alliant Holdings, L.P. · Address moved from New York, NY to Valhalla, NY — USI Advantage Corp. · Address moved from Greenwich, CT to Newport Beach, CA — Alliant Holdings, L.P.

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

Form D · May 8, 2023 ↗Form D · Apr 29, 2024 ↗Continuum Parent LLC — PartnerFacts page ↗Form D/A · Sep 14, 2021 ↗
Sources
Note · Jan 3, 2013 – Aug 12, 2026

Tagar Olson is listed with 4 different address states: NY, TN, CT, WA

NY on 45 filings (Jan 3, 2013 to Aug 12, 2026); TN on 2 filings (May 13, 2015 to Jun 14, 2017); CT on 1 filing (Aug 26, 2015); WA on 3 filings (Jun 9, 2016 to Jul 5, 2018).

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

Form D · Jan 3, 2013 ↗Form D · May 13, 2015 ↗Form D · Aug 26, 2015 ↗Form D · Jun 9, 2016 ↗
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

2 of 44 offerings report sales commissions totalling $15,000,000; 0 report finder's fees; 1 reports proceeds to related persons totalling $57,450,281. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 12, 2026 D
Stout Holdings, L.P.
File 021-593935
$0$0$0None listed on this filingEDGAR ↗
Aug 12, 2026 D
Stout Holdings Management Aggregator I, L.P.
File 021-593938
$0$0$0None listed on this filingEDGAR ↗
Aug 12, 2026 D
Stout Holdings Management Aggregator II, L.P.
File 021-593942
$0$0$0None listed on this filingEDGAR ↗
Aug 12, 2026 D
Stout Holdings Management Aggregator III, L.P.
File 021-593944
$0$0$0None listed on this filingEDGAR ↗
Jul 20, 2026 D
Allworth Management Holdings, LLC
File 021-591505
$0$0$0None listed on this filingEDGAR ↗
Jul 20, 2026 D
AWF Consolidated Holdings, L.P.
File 021-591503
$0$0$0None listed on this filingEDGAR ↗
Apr 22, 2026 D
Integrum Elevate Co-Invest LP
File 021-581461
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2026 D
True Talent Advisory LLC
File 021-571106
$0$0$0None listed on this filingEDGAR ↗
Dec 8, 2025 D
Integrum Rocky Co-Invest I LP
File 021-566089
$0$0$0None listed on this filingEDGAR ↗
Aug 21, 2025 D
USI Advantage Corp.
File 021-555494
$0$0$0None listed on this filingEDGAR ↗
Aug 21, 2025 D
USI Advantage Corp.
File 021-555496
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2025 D
Stout Holdings Management Aggregator I, L.P.
File 021-555091
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2025 D
Stout Holdings Management Aggregator II, L.P.
File 021-555094
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2025 D
Stout Holdings Management Aggregator III, L.P.
File 021-555097
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2025 D
Stout Holdings Management Aggregator IV, L.P.
File 021-555099
$0$0$0None listed on this filingEDGAR ↗
Jul 31, 2025 D
Stout Holdings, L.P.
File 021-553362
$0$0$0None listed on this filingEDGAR ↗
Jul 23, 2025 D
Integrum Grit Co-Invest LP
File 021-552626
$0$0$0None listed on this filingEDGAR ↗
May 21, 2025 D
Integrum II Garnet Co-Invest LP
File 021-546864
$0$0$0None listed on this filingEDGAR ↗
May 21, 2025 D
Integrum Capital Partners II - EU SCSp
File 021-546868
$0$0$0None listed on this filingEDGAR ↗
May 7, 2025 D
Integrum Catskill Co-Invest II LP
File 021-545440
$0$0$0None listed on this filingEDGAR ↗
Mar 18, 2025 D
Integrum NYC Co-Invest II LP
File 021-541201
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2024 D
Evertree Management Aggregator, LP
File 021-533126
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2024 D
Integrum Capital Partners II LP
File 021-531788
$7,000,000 (est.)$0$0Shannon Advisors LLC BrokerCheck CRD 150305 ↗
via Shannon Advisors LLC (CRD 150305 ↗)

Brooklands Capital Strategies BD, LP BrokerCheck CRD 281951 ↗
via Brooklands Capital Strategies BD, LP (CRD 281951 ↗)

Alvine Capital Management Limited no CRD number reported
Alvine Capital AB no CRD number reported
Thrive Alternatives Capital Advisory Pte. Ltd. no CRD number reported		EDGAR ↗
Apr 29, 2024 D
Continuum Parent LLC
File 021-511804
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2024 D
Continuum Parent LLC
File 021-511805
$0$0$0None listed on this filingEDGAR ↗
Jan 2, 2024 D
Evertree Management Aggregator, LP
File 021-501266
$0$0$0None listed on this filingEDGAR ↗
Oct 27, 2023 D
Integrum USI Co-Invest II LP
File 021-495772
$0$0$0None listed on this filingEDGAR ↗
May 8, 2023 D
Continuum Parent LLC
File 021-481162
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2023 D/A
Integrum Capital Partners LP
File 021-418842
$8,000,000 (est.)$0$0Alvine Capital Management Limited no CRD number reported
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)

Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)

Shannon Advisors LLC BrokerCheck CRD 150305 ↗
via Shannon Advisors LLC (CRD 150305 ↗)
EDGAR ↗
Nov 9, 2022 D
Integrum NYC Co-Invest LP
File 021-464399
$0$0$0None listed on this filingEDGAR ↗
Sep 9, 2022 D
Evertree Holding, LP
File 021-458400
$0$0$0None listed on this filingEDGAR ↗
Sep 9, 2022 D
Evertree Management Aggregator, LP
File 021-458401
$0$0$0None listed on this filingEDGAR ↗
Sep 3, 2019 D
USI Advantage Corp.
File 021-347885
$0$0$0None listed on this filingEDGAR ↗
Dec 7, 2018 D/A
USI Advantage Corp.
File 021-299600
$0$0$0None listed on this filingEDGAR ↗
Jul 5, 2018 D
WMIH CORP.
File 021-316066
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2018 D
USI Advantage Corp.
File 021-305482
$0$0$0None listed on this filingEDGAR ↗
Aug 8, 2017 D/A
Alliant Holdings, L.P.
File 021-246487
$0$0$57,450,281 (est.)None listed on this filingEDGAR ↗
Jun 14, 2017 D
Sedgwick, Inc.
File 021-288725
$0$0$0None listed on this filingEDGAR ↗
Jun 13, 2017 D
WMIH CORP.
File 021-288583
$0$0$0None listed on this filingEDGAR ↗
May 15, 2017 D
USI Advantage Corp.
File 021-286763
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2016 D
WMIH CORP.
File 021-264626
$0$0$0None listed on this filingEDGAR ↗
May 13, 2015 D
Sedgwick, Inc.
File 021-239717
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2014 D
Sedgwick, Inc.
File 021-213559
$0$0$0None listed on this filingEDGAR ↗
Jan 22, 2013 D/A
ALLIANT HOLDINGS I, L.P.
File 021-189400
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 27

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

SH
Other · group: Stout

Stout Holdings Management Aggregator III, L.P.

Royal Oak, MI · Aug 18, 2025 → Aug 12, 2026 · 2 filings
  • Aug 12, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 18, 2025 · D · $101,644,017 sold of Indefinite · 239 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $101.6M from 239 investors as of the latest filing. Tagar is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SH
Other · group: Stout

Stout Holdings Management Aggregator II, L.P.

Royal Oak, MI · Aug 18, 2025 → Aug 12, 2026 · 2 filings
  • Aug 12, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 18, 2025 · D · $124,856,500 sold of Indefinite · 76 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $124.9M from 76 investors as of the latest filing. Tagar is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SH
Other · group: Stout

Stout Holdings Management Aggregator I, L.P.

Royal Oak, MI · Aug 18, 2025 → Aug 12, 2026 · 2 filings
  • Aug 12, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 18, 2025 · D · $136,268,750 sold of Indefinite · 57 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $136.3M from 57 investors as of the latest filing. Tagar is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SH
Other · group: Stout

Stout Holdings, L.P.

Royal Oak, MI · Jul 31, 2025 → Aug 12, 2026 · 2 filings
  • Aug 12, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jul 31, 2025 · D · $438,996,267 sold of Indefinite · 4 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $439M from 4 investors as of the latest filing. Tagar is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AM
Other · group: Hampshire

Allworth Management Holdings, LLC

Folsom, CA · Jul 20, 2026
  • Jul 20, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the Managing Member) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

AC
Other · group: Hampshire

AWF Consolidated Holdings, L.P.

Folsom, CA · Jul 20, 2026
  • Jul 20, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the General Partner) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

IE
Pooled Investment Fund · group: Stout

Integrum Elevate Co-Invest LP

New York, NY · Apr 22, 2026
  • Apr 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

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

TT
Other · group: True Talent Advisory

True Talent Advisory LLC

Philadelphia, PA · Jan 26, 2026
  • Jan 26, 2026 · D · $197,426,843 sold of Indefinite · 7 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $197.4M from 7 investors as of the latest filing. Tagar is listed as director.

Latest filing on EDGAR ↗
Sources

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

IR
Pooled Investment Fund · group: Stout

Integrum Rocky Co-Invest I LP

New York, NY · Dec 8, 2025
  • Dec 8, 2025 · D · $93,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

Raised $93M from 6 investors as of the latest filing. Tagar is listed as 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.

UA
Other · group: Alliant

USI Advantage Corp.

Valhalla, NY · May 15, 2017 → Aug 21, 2025 · 7 filings
  • Aug 21, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 21, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 3, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 7, 2018 · D/A · $32,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 13, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 28, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 15, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (Director, President, Treasurer and Assistant Secretary) EDGAR ↗

Raised $32K from 1 investor as of the latest filing. Tagar is listed as director, executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

SH
Other · group: Stout

Stout Holdings Management Aggregator IV, L.P.

New York, NY · Aug 18, 2025
  • Aug 18, 2025 · D · $76,152,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $76.2M from 2 investors as of the latest filing. Tagar is listed as director.

Latest filing on EDGAR ↗
Sources

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

IG
Pooled Investment Fund · group: Stout

Integrum Grit Co-Invest LP

New York, NY · Jul 23, 2025
  • Jul 23, 2025 · D · $600,000,000 sold of $600,000,000 · 58 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

Raised $600M from 58 investors (100% of the $600M target) as of the latest filing. Tagar is listed as 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.

IC
Pooled Investment Fund · group: Stout

Integrum Capital Partners II - EU SCSp

Howald, Luxembourg (as filed: N4) · May 21, 2025
  • May 21, 2025 · D · $60,500,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

Raised $60.5M from 9 investors as of the latest filing. Tagar is listed as 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.

IG
Pooled Investment Fund · group: Stout

Integrum II Garnet Co-Invest LP

New York, NY · May 21, 2025
  • May 21, 2025 · D · $50,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

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

IC
Pooled Investment Fund · group: Stout

Integrum Catskill Co-Invest II LP

New York, NY · May 7, 2025
  • May 7, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

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

IN
Pooled Investment Fund · group: Stout

Integrum NYC Co-Invest II LP

New York, NY · Mar 18, 2025
  • Mar 18, 2025 · D · $100,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

Raised $100M from 4 investors as of the latest filing. Tagar is listed as 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.

EM
Other · group: Stout

Evertree Management Aggregator, LP

New York, NY · Sep 9, 2022 → Dec 23, 2024 · 3 filings
  • Dec 23, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (President) EDGAR ↗
  • Jan 2, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (President) EDGAR ↗
  • Sep 9, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (President) EDGAR ↗

No sales reported yet as of the latest filing. Tagar is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

IC
Pooled Investment Fund · group: Stout

Integrum Capital Partners II LP

New York, NY · Dec 11, 2024
  • Dec 11, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

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

CP
Other

Continuum Parent LLC

New York, NY · May 8, 2023 → Apr 29, 2024 · 3 filings
  • Apr 29, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 29, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (President) EDGAR ↗

No sales reported yet as of the latest filing. Tagar is listed as director, executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

IU
Pooled Investment Fund · group: Stout

Integrum USI Co-Invest II LP

New York, NY · Oct 27, 2023
  • Oct 27, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

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

IC
Pooled Investment Fund · group: Stout

Integrum Capital Partners LP

New York, NY · Oct 27, 2021 → Jan 26, 2023 · 4 filings
  • Jan 26, 2023 · D/A · $979,759,999 sold of Indefinite · 127 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗
  • Nov 18, 2022 · D/A · $979,759,999 sold of Indefinite · 127 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗
  • Oct 26, 2022 · D/A · $551,349,999 sold of Indefinite · 59 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗
  • Oct 27, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

Raised $979.8M from 127 investors as of the latest filing. Tagar is listed as promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

IN
Pooled Investment Fund · group: Stout

Integrum NYC Co-Invest LP

New York, NY · Nov 9, 2022
  • Nov 9, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Promoter (Founder) EDGAR ↗

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

EH
Other · group: Stout

Evertree Holding, LP

New York, NY · Sep 9, 2022
  • Sep 9, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Director (President) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

WC
Insurance · group: Alliant

WMIH CORP.

Seattle, WA · Jun 9, 2016 → Jul 5, 2018 · 3 filings
  • Jul 5, 2018 · D · $400,000 sold of $400,000 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 13, 2017 · D · $399,999 sold of $399,999 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 9, 2016 · D · $499,998 sold of $499,998 · 5 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $700K from 7 investors (100% of the $400K target) as of the latest filing. Tagar is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AH
Other · group: Alliant

Alliant Holdings, L.P.

Greench, CT · Aug 26, 2015 → Aug 8, 2017 · 3 filings
  • Aug 8, 2017 · D/A · $1,573,067,195 sold of Indefinite · 449 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 8, 2016 · D/A · $1,548,082,252 sold of Indefinite · 437 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 26, 2015 · D · $1,497,732,250 sold of Indefinite · 427 investors · min. No minimum reported · role: Director (Member of the Board of Managers of Wayne General Partner, LLC) EDGAR ↗

Raised $5.22B from 657 investors as of the latest filing. Tagar is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

S
Insurance · group: Alliant

Sedgwick, Inc.

Memphis, TN · Mar 13, 2014 → Jun 14, 2017 · 3 filings
  • Jun 14, 2017 · D · $850,615 sold of $850,615 · 18 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 13, 2015 · D · $1,781,043 sold of $1,781,043 · 20 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 13, 2014 · D · $959,775,000 sold of $959,775,000 · 13 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $959.8M from 20 investors (100% of the $851K target) as of the latest filing. Tagar is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

AH
Other · group: Alliant

ALLIANT HOLDINGS I, L.P.

San Diego, CA · Jan 3, 2013 → Jan 22, 2013 · 2 filings
  • Jan 22, 2013 · D/A · $623,994,178 sold of $823,994,178 · 245 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of Issuer; Executive Officer of Issuer) EDGAR ↗
  • Jan 3, 2013 · D · $623,994,178 sold of $823,994,178 · 245 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner of Issuer; Executive Officer of Issuer) EDGAR ↗

Raised $624M from 245 investors (76% of the $824M target) as of the latest filing. Tagar is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

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.

  • Tagar Olson — GA, 1 issuer, Jul 3, 2014 → Jul 3, 2014 · no shared issuer

People around Tagar 40

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

IH
Management entity

Integrum Holdings LLC

Promoter · 14 shared filings (11 issuers)

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

IG
Management entity

Integrum GP Holdings LLC

Promoter · 7 shared filings (4 issuers)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

IG
Management entity

Integrum GP Holdings II L.L.C.

Promoter · 7 shared filings (7 issuers)

Integrum GP Holdings II L.L.C. is on 7 issuers in total — a repeat sponsor. Their page lists every one.

GT
Management entity

Grit Topco GP, LLC

Promoter · 7 shared filings (4 issuers)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

EH
Management entity

Evertree Holding GP, LLC

Promoter · 4 shared filings (2 issuers)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

WG
Management entity

Wayne General Partner, LLC

Promoter · 3 shared filings (1 issuer)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

KA
Management entity

KKR A-S General Partner LLC

Director · 2 shared filings (1 issuer)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

AG
Management entity

Access GP S.a r.l.

Promoter · 1 shared filing (1 issuer) · also on 13 other issuers

Access GP S.a r.l. is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeff Livingston

Executive Officer, Director · 31 shared filings (20 issuers)

Jeff Livingston is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

Kathy Reiland

Executive Officer, Director · 27 shared filings (19 issuers)

Kathy Reiland is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

Ursula Burns

Promoter, Director · 15 shared filings (12 issuers)

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

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

Richard Kunzer

Promoter, Executive Officer · 14 shared filings (11 issuers)

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

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

Gary Horowitz

Executive Officer · 10 shared filings (10 issuers)

Gary Horowitz is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Craige Stout

Director, Executive Officer · 9 shared filings (5 issuers) · also on 1 other issuer

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

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

Stephen Chipman

Director · 9 shared filings (5 issuers) · also on 1 other issuer

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

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

Jeff Risius

Director, Executive Officer · 9 shared filings (5 issuers) · also on 1 other issuer

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

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

Alan Bowser

Director · 9 shared filings (5 issuers) · also on 1 other issuer

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

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

Christopher J. Harrington

Executive Officer, Director · 7 shared filings (3 issuers) · also on 2 other issuers

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

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

James D. Carey

Director · 6 shared filings (2 issuers) · also on 14 other issuers

James D. Carey is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Edward J. Bowler

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

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Ernest Newborn, II

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

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Kim Van Orman

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

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Stewart H. Gibson

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

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Michael J. Sicard

Executive Officer, Director · 6 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Francois Boudreault

Director, Executive Officer · 6 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Chris Harrington

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

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Colin Rhind

Executive Officer, Director · 6 shared filings (4 issuers)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

P. Gregory Zimmer, Jr.

Executive Officer, Director · 5 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Thomas W. Corbett

Executive Officer, Director · 5 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Kenneth A. Zak

Executive Officer · 5 shared filings (2 issuers)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Ted C. Filley

Executive Officer · 5 shared filings (2 issuers)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Phillip E. Larson

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Alex Tuff

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Jason P. Hood

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

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

David A. North, Jr.

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

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Michael J. Renoff

Director · 3 shared filings (1 issuer)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Charles Edward Smith

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

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

Michael Willingham

Director · 3 shared filings (1 issuer)

Listed on the same filings as Tagar Olson. Their page shows their other deals.

The team behind the deals

S
Sponsor group

Stout

19 issuers · 29 filings · $1.96B reported sold · 2021–2026

One team, 19 deal companies. Tagar Olson is listed on 18 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Tagar Olson.

A
Sponsor group

Alliant

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

One team, 9 deal companies. Tagar Olson is listed on 5 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 Tagar Olson.

H
Sponsor group

Hampshire

7 issuers · 67 filings · $363.3M reported sold · 2009–2026

One team, 7 deal companies. Tagar Olson is listed on 2 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Tagar Olson.

TT
Sponsor group

True Talent Advisory

2 issuers · 3 filings · $206.1M reported sold · 2026–2026

One team, 2 deal companies. Tagar Olson is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Tagar Olson.

Same business address

34 other issuers file from the same address

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 27 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Integrum Elevate Co-Invest LP, Integrum Rocky Co-Invest I LP, Integrum Grit Co-Invest LP, Integrum Capital Partners II - EU SCSp, Integrum II Garnet Co-Invest LP, Integrum Catskill Co-Invest II LP, Integrum NYC Co-Invest II LP, Integrum Capital Partners II LP, Integrum USI Co-Invest II LP, Integrum Capital Partners LP, Integrum NYC Co-Invest LP.

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 1 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to Tagar Olson 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 27 issuers this person is listed on — 1 issuer has property records: WMIH CORP. (1).

Public profiles and social

Websites and social links of the issuers Tagar Olson is listed on: none on file. No website or social profile named in Alliant Holdings, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #7,030 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 (Greench, CT). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗Davidson County TN Circuit Court Clerk case search ↗Connecticut Judicial Branch case look-up ↗Washington Courts case search (dw.courts.wa.gov) ↗California — find the county court ↗Los Angeles Superior Court case search ↗Michigan state courts — find the court ↗Pennsylvania UJS portal case search ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗Tennessee Secretary of State business search ↗Connecticut Secretary of State business search ↗Washington Secretary of State business search ↗California Secretary of State business search ↗Michigan Secretary of State business search ↗Pennsylvania Secretary of State business search ↗OpenCorporates ↗

Change history

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