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

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Thomas Vercillo

Named as an officer, director or promoter on SEC Form D filings · MA, RI · Mar 19, 2024 → Nov 13, 2025

34deals (issuers)
$15.84Breported sold
1,870investors
78Form D filings
2024–2025years 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

Thomas Vercillo is listed as an executive officer on 78 SEC Form D filings by 34 issuers between Mar 2024 and Sep 2026. Largest by amount reported sold: FIAM BROAD MARKET DURATION FUND, LLC (Smithfield, RI — pooled investment fund — 2024–2026; $2.45B reported sold to 6 investors), FIAM Global Unconstrained Equity Fund LP (Smithfield, RI — pooled investment fund — 2025–2026; $2.09B reported sold to 96 investors), FIAM Tactical Bond Fund, LP (Smithfield, RI — pooled investment fund — 2024–2026; $1.22B reported sold to 28 investors), Fidelity Private Credit Co LLC (Boston, MA — pooled investment fund — 2024; $808.2M reported sold to 14 investors), FIAM Global Low Volatility Equity Fund, L.P. (Smithfield, RI — pooled investment fund — 2024–2026; $808.1M reported sold to 8 investors) and 29 more (all listed below).

What this means That is a lot of deals — 34 separate companies raised money with this person listed as executive officer, over about 2 years. Across those companies the filings report $15.84B sold in total.

Listed alongside Casey Condron (78 shared filings), Joseph Benedetti (74 shared filings), FIAM Institutional Funds Manager, LLC (47 shared filings, management entity), Laura Del Prato (47 shared filings), Risteard Hogan (33 shared filings) and 35 others.

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

All 34 issuers belong to the sponsor group Fiam (45 issuers, $17.78B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Fiam has 45 companies on file and $17.78B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 3 bankruptcy cases matching the name listed in Key records below.

What this means 3 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 78 public filings for Thomas Vercillo and found 20 differences, 5 worth asking the sponsor about: Amount sold went down between filings; 8 offerings reported fewer investors on a later filing; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Thomas Vercillo has not run yet — it is joining a line of 37,432 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

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

What was searched

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

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

2. Regulatory actions

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

What was searched

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

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

3 cases: 3 closed (disposition not in docket feed)

Advanced Technical Search Inc v. Vercillo closed
United States Bankruptcy Court, N.D. Illinois · No. 01-00322 · Filed Apr 2, 2001 · Closed Feb 26, 2002
Role of Vercillo: Defendant · Outcome: Case closed 2002-02-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 9 federal dockets); surname only in the caption; court in IL (not a filing state)
Edward R Smith and Dawn M Vercillo- Smith closed
United States Bankruptcy Court, N.D. Illinois · No. 97-00531 · Filed Jan 8, 1997 · Closed May 6, 1997
Role of Edward R Smith and Dawn M Vercillo- Smith: Debtor · Outcome: Case closed 1997-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 9 federal dockets); different first name (dawn); court in IL (not a filing state)
OnBank & Trust Co. v. Vercillo closed
United States Bankruptcy Court, N.D. New York · No. 95-70094 · Filed May 22, 1995 · Closed Feb 12, 1996
Role of Vercillo: Defendant · Outcome: Case closed 1996-02-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (3 people in Form D filings, 9 federal dockets); surname only in the caption; court in NY (not a filing state)
What was searched

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

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

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

4. Differences between public sources

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

20 differences found between the filings for Thomas Vercillo — 5 worth asking about (compared the newest 50 of 78 filings on Oct 24, 2026; older filings not covered)

Note · Apr 2, 2001 – Feb 26, 2002

Bankruptcy case: Advanced Technical Search Inc v. Vercillo — filed Apr 2, 2001

United States Bankruptcy Court, N.D. Illinois docket "Advanced Technical Search Inc v. Vercillo" filed Apr 2, 2001, closed Feb 26, 2002. Thomas Vercillo is listed as Defendant ("Vercillo"). Our match estimate: 40%.

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, N.D. Illinois ↗
Sources
Note · May 22, 1995 – Feb 12, 1996

Bankruptcy case: OnBank & Trust Co. v. Vercillo — filed May 22, 1995

United States Bankruptcy Court, N.D. New York docket "OnBank & Trust Co. v. Vercillo" filed May 22, 1995, closed Feb 12, 1996. Thomas Vercillo is listed as Defendant ("Vercillo"). Our match estimate: 40%.

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, N.D. New York ↗
Sources
Worth asking · Jun 27, 2025 – Jun 26, 2026

Amount sold went down between filings — FIAM CONCENTRATED BLUE CHIP GROWTH FUND, LLC

The Jun 27, 2025 filing says $75,412,048 sold; the Jun 26, 2026 Form D/A says $75,412,047 sold — $1 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Jun 27, 2025 ↗Form D/A (later) · Jun 26, 2026 ↗FIAM CONCENTRATED BLUE CHIP GROWTH FUND, LLC — PartnerFacts page ↗
Sources
Worth asking · Jun 28, 2024 – Jun 26, 2026

8 offerings reported fewer investors on a later filing

Investor count went down between filings — FIAM Global Low Volatility Equity Fund, L.P. · Investor count went down between filings — FIAM Leveraged Loan LP · Investor count went down between filings — FIAM BROAD MARKET DURATION FUND, LLC · Investor count went down between filings — FIAM CONCENTRATED BLUE CHIP GROWTH FUND, LLC · Investor count went down between filings — FIAM Global Founders Fund, LP · and 3 more

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

Form D/A (earlier) · Jun 27, 2025 ↗Form D/A (later) · Jun 26, 2026 ↗FIAM Global Low Volatility Equity Fund, L.P. — PartnerFacts page ↗Form D/A (earlier) · Jun 27, 2025 ↗
Sources
Worth asking · Sep 9, 2026

Paid seller listed without a CRD number: FIL Distributors — Fidelity Diversified Alpha Offshore Fund LP

FIL Distributors is listed as receiving sales compensation on 1 filing (Sep 9, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Sep 9, 2026 ↗BrokerCheck search: FIL Distributors ↗Fidelity Diversified Alpha Offshore Fund LP — PartnerFacts page ↗
Sources
Worth asking · Jun 5, 2026

Paid seller listed without a CRD number: FIL Distributors International Limited — Fidelity Convertible Arbitrage Fund LP - Offshore

FIL Distributors International Limited is listed as receiving sales compensation on 1 filing (Jun 5, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Jun 5, 2026 ↗BrokerCheck search: FIL Distributors International Limited ↗Fidelity Convertible Arbitrage Fund LP - Offshore — PartnerFacts page ↗
Sources
Worth asking · Nov 18, 2024 – Nov 13, 2025

Paid seller listed without a CRD number: Fidelity Investments Canada ULC — Fidelity Evergreen Private Credit Offshore Fund LP

Fidelity Investments Canada ULC is listed as receiving sales compensation on 2 filings (Nov 18, 2024 to Nov 13, 2025) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Nov 13, 2025 ↗BrokerCheck search: Fidelity Investments Canada ULC ↗Fidelity Evergreen Private Credit Offshore Fund LP — PartnerFacts page ↗
Sources
Note · Jun 27, 2025 – Jun 26, 2026

Minimum investment changed between filings — FIAM Global Founders Fund, LP

The Jun 27, 2025 filing lists a minimum of $500,000; the Jun 26, 2026 Form D/A lists $0.

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

Form D/A (earlier) · Jun 27, 2025 ↗Form D/A (later) · Jun 26, 2026 ↗FIAM Global Founders Fund, LP — PartnerFacts page ↗
Sources
Note · Jun 27, 2025 – Jun 26, 2026

Minimum investment changed between filings — SAI Institutional Legacy LP

The Jun 27, 2025 filing lists a minimum of $500,000; the Jun 26, 2026 Form D/A lists $0.

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

Form D/A (earlier) · Jun 27, 2025 ↗Form D/A (later) · Jun 26, 2026 ↗SAI Institutional Legacy LP — PartnerFacts page ↗
Sources
Note · Jun 27, 2025 – Jun 26, 2026

Minimum investment changed between filings — FIAM Global Low Volatility Equity Fund, L.P.

The Jun 27, 2025 filing lists a minimum of $500,000; the Jun 26, 2026 Form D/A lists $0.

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

Form D/A (earlier) · Jun 27, 2025 ↗Form D/A (later) · Jun 26, 2026 ↗FIAM Global Low Volatility Equity Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jun 27, 2025 – Jun 26, 2026

Minimum investment changed between filings — FIAM Global Credit Ex-U.S. Hedged Fund, LP

The Jun 27, 2025 filing lists a minimum of $500,000; the Jun 26, 2026 Form D/A lists $0.

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

Form D/A (earlier) · Jun 27, 2025 ↗Form D/A (later) · Jun 26, 2026 ↗FIAM Global Credit Ex-U.S. Hedged Fund, LP — PartnerFacts page ↗
Sources
Note · Jun 27, 2025 – Jun 26, 2026

Minimum investment changed between filings — FIAM Tactical Bond Fund, LP

The Jun 27, 2025 filing lists a minimum of $500,000; the Jun 26, 2026 Form D/A lists $0.

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

Form D/A (earlier) · Jun 27, 2025 ↗Form D/A (later) · Jun 26, 2026 ↗FIAM Tactical Bond Fund, LP — PartnerFacts page ↗
Sources
Note · Jun 27, 2025 – Jun 26, 2026

Minimum investment changed between filings — FIAM Leveraged Loan LP

The Jun 27, 2025 filing lists a minimum of $500,000; the Jun 26, 2026 Form D/A lists $0.

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

Form D/A (earlier) · Jun 27, 2025 ↗Form D/A (later) · Jun 26, 2026 ↗FIAM Leveraged Loan LP — PartnerFacts page ↗
Sources
Note · Jun 27, 2025 – Jun 26, 2026

Minimum investment changed between filings — FIAM Select Emerging Markets Equity Fund, LP

The Jun 27, 2025 filing lists a minimum of $500,000; the Jun 26, 2026 Form D/A lists $0.

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

Form D/A (earlier) · Jun 27, 2025 ↗Form D/A (later) · Jun 26, 2026 ↗FIAM Select Emerging Markets Equity Fund, LP — PartnerFacts page ↗
Sources
Note · Jun 27, 2025 – Jun 26, 2026

Minimum investment changed between filings — FIAM Small/Mid Cap Opportunities Fund, LP

The Jun 27, 2025 filing lists a minimum of $500,000; the Jun 26, 2026 Form D/A lists $0.

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

Form D/A (earlier) · Jun 27, 2025 ↗Form D/A (later) · Jun 26, 2026 ↗FIAM Small/Mid Cap Opportunities Fund, LP — PartnerFacts page ↗
Sources
Note · Jun 12, 2012 – Jul 23, 2013

Industry group changed between filings — FIAM SELECT INTERNATIONAL EQUITY FUND, LLC

"Other" (Jun 12, 2012); then "Pooled Investment Fund" (Jul 23, 2013 to Jun 26, 2026).

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/A · Jun 12, 2012 ↗Form D/A · Jul 23, 2013 ↗FIAM SELECT INTERNATIONAL EQUITY FUND, LLC — PartnerFacts page ↗
Sources
Note · Jun 12, 2012 – Jul 23, 2013

Industry group changed between filings — FIAM High Yield Fund, LLC

"Other" (Jun 12, 2012); then "Pooled Investment Fund" (Jul 23, 2013 to Jun 26, 2026).

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/A · Jun 12, 2012 ↗Form D/A · Jul 23, 2013 ↗FIAM High Yield Fund, LLC — PartnerFacts page ↗
Sources
Note · Jun 12, 2012 – Jul 22, 2013

Industry group changed between filings — FIAM CORE PLUS FUND, LLC

"Other" (Jun 12, 2012); then "Pooled Investment Fund" (Jul 22, 2013 to Jun 26, 2026).

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/A · Jun 12, 2012 ↗Form D/A · Jul 22, 2013 ↗FIAM CORE PLUS FUND, LLC — PartnerFacts page ↗
Sources
Note · Dec 7, 2012 – Jun 26, 2026

31 address changes between filings

Address moved from Boston, MA to Smithfield, RI — FIAM Global Founders Fund, LP · Address moved from Boston, MA to Smithfield, RI — SAI Institutional Legacy LP · Address moved from Boston, MA to Smithfield, RI — FIAM Global Low Volatility Equity Fund, L.P. · Address moved from Boston, MA to Smithfield, RI — FIAM Global Credit Ex-U.S. Hedged Fund, LP · Address moved from Boston, MA to Smithfield, RI — FIAM Tactical Bond Fund, LP · and 26 more

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

Form D/A · Jun 27, 2025 ↗Form D/A · Jun 26, 2026 ↗FIAM Global Founders Fund, LP — PartnerFacts page ↗Form D/A · Jun 27, 2025 ↗
Sources
Note · Jun 6, 2024 – Sep 9, 2026

Thomas Vercillo is listed with 2 different address states: MA, RI

MA on 44 filings (Jun 6, 2024 to Nov 13, 2025); RI on 29 filings (Feb 6, 2025 to Sep 9, 2026).

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 · Jun 6, 2024 ↗Form D/A · Feb 6, 2025 ↗
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 78 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 34 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 9, 2026 D
Fidelity Diversified Alpha Onshore Fund LP
File 021-596844
$0$0$0None listed on this filingEDGAR ↗
Sep 9, 2026 D
Fidelity Diversified Alpha Offshore Fund LP
File 021-596850
$0$0$0FIL Distributors no CRD number reported
Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM High Yield Fund, LLC
File 021-119525
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM CONCENTRATED BLUE CHIP GROWTH FUND, LLC
File 021-55147
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM BROAD MARKET DURATION FUND, LLC
File 021-66839
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services, LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM EMERGING MARKET DEBT FUND LLC
File 021-94297
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM CORE PLUS FUND, LLC
File 021-108834
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM SELECT INTERNATIONAL EQUITY FUND, LLC
File 021-118269
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM Select International Small Cap Equity Fund, LLC
File 021-124212
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM Small/Mid Cap Opportunities Fund, LP
File 021-184666
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM Select Emerging Markets Equity Fund, LP
File 021-184884
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM Leveraged Loan LP
File 021-206497
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM Tactical Bond Fund, LP
File 021-219452
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM Global Credit Ex-U.S. Hedged Fund, LP
File 021-225522
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM Global Low Volatility Equity Fund, L.P.
File 021-267118
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
SAI Institutional Legacy LP
File 021-298200
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
FIAM Global Founders Fund, LP
File 021-358214
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 26, 2026 D/A
Fidelity Exchange Fund, LP
File 021-480271
$0$0$0Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
First Georgetown Securities, Inc. BrokerCheck CRD 5871 ↗
William Blair & Company LLC BrokerCheck CRD 1252 ↗
MML Investors Services LLC BrokerCheck CRD 10409 ↗
Berthel Fisher & Company Financial Services Inc BrokerCheck CRD 13609 ↗
&Partners BrokerCheck CRD 3767 ↗
Newedge Securities LLC BrokerCheck CRD 10674 ↗
Mesirow Financial Inc BrokerCheck CRD 2764 ↗		EDGAR ↗
Jun 23, 2026 D/A
Fidelity Real Estate Debt Opportunities Fund II, LP
File 021-524064
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
iCapital Markets LLC BrokerCheck CRD 118219 ↗		EDGAR ↗
Jun 5, 2026 D/A
Fidelity Convertible Arbitrage Fund LP
File 021-515376
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Jun 5, 2026 D/A
Fidelity Convertible Arbitrage Fund LP - Offshore
File 021-515379
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
FIL Distributors International Limited no CRD number reported		EDGAR ↗
Mar 4, 2026 D
Fidelity Unlevered Private Credit Fund LP
File 021-575352
$0$0$0Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗		EDGAR ↗
Mar 4, 2026 D
Fidelity Unlevered Private Credit Rated Note Fund I LP
File 021-575353
$0$0$0Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗		EDGAR ↗
Mar 2, 2026 D
Fidelity Venture Growth Fund II LP
File 021-575102
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Mar 2, 2026 D
Fidelity Venture Growth Fund II LP - Offshore
File 021-575104
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗		EDGAR ↗
Feb 5, 2026 D/A
FIAM Global Unconstrained Equity Fund LP
File 021-504617
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗EDGAR ↗
Nov 13, 2025 D/A
Fidelity Evergreen Private Credit Master Fund LP
File 021-497258
$0$0$0Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗		EDGAR ↗
Nov 13, 2025 D/A
Fidelity Evergreen Private Credit Fund LP
File 021-497253
$0$0$0Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗		EDGAR ↗
Nov 13, 2025 D/A
Fidelity Evergreen Private Credit Offshore Fund LP
File 021-497259
$0$0$0Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
Fidelity Investments Canada ULC no CRD number reported		EDGAR ↗
Dec 13, 2024 D/A
Fidelity Credit Opportunities Fund II LP
File 021-492882
$0$0$0Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
via Fidelity Brokerage Services LLC (CRD 7784 ↗)

Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
via Fidelity Distributors Company LLC (CRD 17507 ↗)

CrossBay Capital Partners LLC BrokerCheck CRD 131449 ↗
via Equus Financial Consulting LLC (CRD 131449 ↗)

M Holdings Securities, Inc BrokerCheck CRD 43285 ↗
via M Holdings Securities, Inc (CRD 43285 ↗)
EDGAR ↗
Dec 13, 2024 D/A
Fidelity Credit Opportunities Feeder Fund II LP
File 021-499565
$0$0$0Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
via Fidelity Brokerage Services LLC (CRD 7784 ↗)

Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗
via Fidelity Distributors Company LLC (CRD 17507 ↗)

CrossBay Capital Partners LLC BrokerCheck CRD 131449 ↗
via Equus Financial Consulting LLC (CRD 131449 ↗)

Fidelity Investments Canada ULC no CRD number reported		EDGAR ↗
Jul 1, 2024 D/A
Fidelity Private Credit Co LLC
File 021-425462
$0$0$0None listed on this filingEDGAR ↗
Jun 5, 2024 D
Fidelity Evergreen Private Credit Rated Fund LP
File 021-515180
$0$0$0Fidelity Brokerage Services LLC BrokerCheck CRD 7784 ↗
Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗		EDGAR ↗
Mar 19, 2024 D
Fidelity Venture Capital Fund I LP
File 021-507998
$0$0$0FIDELITY DISTRIBUTORS COMPANY LLC BrokerCheck CRD 17507 ↗
via FIDELITY DISTRIBUTORS COMPANY (CRD 17507 ↗)

FIDELITY BROKERAGE SERVICES LLC BrokerCheck CRD 7784 ↗
via FIDELITY BROKERAGE SERVICES LLC (CRD 7784 ↗)
EDGAR ↗
How this is counted

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

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

Deals 34

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

FD
Pooled Investment Fund · group: Fiam

Fidelity Diversified Alpha Offshore Fund LP

Boston, MA · Sep 9, 2026
  • Sep 9, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Treasurer of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Thomas is listed as executive officer.

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.

FD
Pooled Investment Fund · group: Fiam

Fidelity Diversified Alpha Onshore Fund LP

Boston, MA · Sep 9, 2026
  • Sep 9, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Treasurer of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Thomas is listed as executive officer.

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.

FE
Pooled Investment Fund · group: Fiam

Fidelity Exchange Fund, LP

Boston, MA · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $486,597,697 sold of Indefinite · 322 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM LLC, the Managing Member of Fidelity Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 27, 2025 · D/A · $267,539,257 sold of Indefinite · 234 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM LLC, the Managing Member of Fidelity Funds Manager, LLC, the General Partner of the Issuer) EDGAR ↗
  • Jun 28, 2024 · D/A · $108,124,485 sold of Indefinite · 87 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM LLC, the Managing Member of Fidelity Funds Manager, LLC, the General Partner) EDGAR ↗

Raised $486.6M from 322 investors as of the latest filing. Thomas is listed as 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: 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.

SI
Pooled Investment Fund · group: Fiam

SAI Institutional Legacy LP

Boston, MA · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $363,710,954 sold of Indefinite · 55 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 27, 2025 · D/A · $188,434,050 sold of Indefinite · 24 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 28, 2024 · D/A · $129,973,322 sold of Indefinite · 11 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗

Raised $363.7M from 55 investors as of the latest filing. Thomas is listed as 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: 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.

FT
Pooled Investment Fund · group: Fiam

FIAM Tactical Bond Fund, LP

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $1,219,698,601 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 27, 2025 · D/A · $861,588,602 sold of Indefinite · 23 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 28, 2024 · D/A · $769,125,602 sold of Indefinite · 26 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗

Raised $1.22B from 28 investors as of the latest filing. Thomas is listed as 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: 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.

FS
Pooled Investment Fund · group: Fiam

FIAM Small/Mid Cap Opportunities Fund, LP

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $362,042,694 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 27, 2025 · D/A · $280,869,514 sold of Indefinite · 8 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 28, 2024 · D/A · $201,072,841 sold of Indefinite · 6 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗

Raised $362M from 8 investors as of the latest filing. Thomas is listed as 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: 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.

FS
Pooled Investment Fund · group: Fiam

FIAM Select International Small Cap Equity Fund, LLC

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $624,599,217 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 27, 2025 · D/A · $571,634,663 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 28, 2024 · D/A · $515,099,428 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗

Raised $624.6M from 14 investors as of the latest filing. Thomas is listed as 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: 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.

FS
Pooled Investment Fund · group: Fiam

FIAM SELECT INTERNATIONAL EQUITY FUND, LLC

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $578,068,153 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 27, 2025 · D/A · $521,257,877 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 28, 2024 · D/A · $459,571,378 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗

Raised $578.1M from 4 investors as of the latest filing. Thomas is listed as 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: 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.

FS
Pooled Investment Fund · group: Fiam

FIAM Select Emerging Markets Equity Fund, LP

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $715,513,511 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 27, 2025 · D/A · $673,706,693 sold of Indefinite · 6 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 28, 2024 · D/A · $627,645,593 sold of Indefinite · 9 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗

Raised $715.5M from 9 investors as of the latest filing. Thomas is listed as 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: 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.

FL
Pooled Investment Fund · group: Fiam

FIAM Leveraged Loan LP

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $762,824,669 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 27, 2025 · D/A · $633,502,437 sold of Indefinite · 9 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 28, 2024 · D/A · $605,182,323 sold of Indefinite · 8 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗

Raised $762.8M from 10 investors as of the latest filing. Thomas is listed as 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: 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.

FH
Pooled Investment Fund · group: Fiam

FIAM High Yield Fund, LLC

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $761,055,850 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 27, 2025 · D/A · $692,955,850 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 28, 2024 · D/A · $618,582,324 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗

Raised $761.1M from 10 investors as of the latest filing. Thomas is listed as 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: 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.

FG
Pooled Investment Fund · group: Fiam

FIAM Global Low Volatility Equity Fund, L.P.

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $808,077,834 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 27, 2025 · D/A · $807,148,045 sold of Indefinite · 4 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 28, 2024 · D/A · $804,384,657 sold of Indefinite · 5 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗

Raised $808.1M from 8 investors as of the latest filing. Thomas is listed as 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: 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.

FG
Pooled Investment Fund · group: Fiam

FIAM Global Founders Fund, LP

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 4 filings
  • Jun 26, 2026 · D/A · $42,012,862 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 27, 2025 · D/A · $39,012,863 sold of Indefinite · 11 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 27, 2025 · D/A · $39,012,863 sold of Indefinite · 11 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 28, 2024 · D/A · $39,012,863 sold of Indefinite · 14 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗

Raised $44.8M from 15 investors as of the latest filing. Thomas is listed as executive officer 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.

FG
Pooled Investment Fund · group: Fiam

FIAM Global Credit Ex-U.S. Hedged Fund, LP

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $344,562,862 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 27, 2025 · D/A · $291,862,862 sold of Indefinite · 5 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗
  • Jun 28, 2024 · D/A · $288,362,862 sold of Indefinite · 5 investors · min. $500,000 · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the General Partner) EDGAR ↗

Raised $344.6M from 5 investors as of the latest filing. Thomas is listed as 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: 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.

FE
Pooled Investment Fund · group: Fiam

FIAM EMERGING MARKET DEBT FUND LLC

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $264,318,467 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 27, 2025 · D/A · $216,450,618 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 28, 2024 · D/A · $196,424,123 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗

Raised $264.3M from 8 investors as of the latest filing. Thomas is listed as 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: 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.

FC
Pooled Investment Fund · group: Fiam

FIAM CORE PLUS FUND, LLC

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $720,701,138 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 27, 2025 · D/A · $628,362,209 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 28, 2024 · D/A · $585,904,260 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗

Raised $720.7M from 13 investors as of the latest filing. Thomas is listed as 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: 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.

FC
Pooled Investment Fund · group: Fiam

FIAM CONCENTRATED BLUE CHIP GROWTH FUND, LLC

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $75,412,047 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 27, 2025 · D/A · $75,412,048 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 28, 2024 · D/A · $75,412,048 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗

Raised $75.4M from 56 investors as of the latest filing. Thomas is listed as 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: 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.

FB
Pooled Investment Fund · group: Fiam

FIAM BROAD MARKET DURATION FUND, LLC

Smithfield, RI · Jun 28, 2024 → Jun 26, 2026 · 3 filings
  • Jun 26, 2026 · D/A · $2,446,161,522 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 27, 2025 · D/A · $1,867,111,811 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗
  • Jun 28, 2024 · D/A · $1,635,015,984 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗

Raised $2.45B from 6 investors as of the latest filing. Thomas is listed as 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: 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.

FR
Pooled Investment Fund · group: Fiam

Fidelity Real Estate Debt Opportunities Fund II, LP

Boston, MA · Sep 16, 2024 → Jun 23, 2026 · 4 filings
  • Jun 23, 2026 · D/A · $263,850,738 sold of Indefinite · 417 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Funds Manager III, LLC, the General Partner) EDGAR ↗
  • Jun 23, 2025 · D/A · $25,010,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Funds Manager III, LLC, the General Partner) EDGAR ↗
  • Jan 15, 2025 · D/A · $25,010,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Funds Manager III, LLC, the General Partner) EDGAR ↗
  • Sep 16, 2024 · D · $25,010,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Funds Manager III, LLC, the General Partner) EDGAR ↗

Raised $263.9M from 417 investors as of the latest filing. Thomas is listed as executive officer 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.

FC
Pooled Investment Fund · group: Fiam

Fidelity Convertible Arbitrage Fund LP - Offshore

Boston, MA · Jun 6, 2024 → Jun 5, 2026 · 3 filings
  • Jun 5, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Treasurer of the Fidelity Convertible Arbitrage Fund GP LLC, the General Partner) EDGAR ↗
  • Jun 5, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Treasurer of the Fidelity Convertible Arbitrage Fund GP LLC, the General Partner) EDGAR ↗
  • Jun 6, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Treasurer of the Fidelity Convertible Arbitrage Fund GP LLC, the general partner) EDGAR ↗

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

FC
Pooled Investment Fund · group: Fiam

Fidelity Convertible Arbitrage Fund LP

Boston, MA · Jun 6, 2024 → Jun 5, 2026 · 3 filings
  • Jun 5, 2026 · D/A · $51,500,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Convertible Arbitrage Fund GP LLC, the General Partner) EDGAR ↗
  • Jun 5, 2025 · D/A · $50,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Convertible Arbitrage Fund GP LLC, the General Partner) EDGAR ↗
  • Jun 6, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Convertible Arbitrage Fund GP LLC, the general partner) EDGAR ↗

Raised $51.5M from 2 investors as of the latest filing. Thomas is listed as 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: 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.

FU
Pooled Investment Fund · group: Fiam

Fidelity Unlevered Private Credit Rated Note Fund I LP

Boston, MA · Mar 4, 2026
  • Mar 4, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Treasurer of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Thomas is listed as executive officer.

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.

FU
Pooled Investment Fund · group: Fiam

Fidelity Unlevered Private Credit Fund LP

Boston, MA · Mar 4, 2026
  • Mar 4, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Treasurer of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Thomas is listed as executive officer.

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.

FV
Pooled Investment Fund · group: Fiam

Fidelity Venture Growth Fund II LP - Offshore

Boston, MA · Mar 2, 2026
  • Mar 2, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Treasurer of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Thomas is listed as executive officer.

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.

FV
Pooled Investment Fund · group: Fiam

Fidelity Venture Growth Fund II LP

Boston, MA · Mar 2, 2026
  • Mar 2, 2026 · D · $25,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Treasurer of the General Partner) EDGAR ↗

Raised $25M from 1 investor as of the latest filing. Thomas is listed as executive officer.

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.

FG
Pooled Investment Fund · group: Fiam

FIAM Global Unconstrained Equity Fund LP

Smithfield, RI · Feb 6, 2025 → Feb 5, 2026 · 2 filings
  • Feb 5, 2026 · D/A · $2,088,450,003 sold of Indefinite · 96 investors · min. No minimum reported · role: Executive Officer (Treasurer of the General Partner) EDGAR ↗
  • Feb 6, 2025 · D/A · $1,352,667,419 sold of Indefinite · 80 investors · min. No minimum reported · role: Executive Officer (Treasurer of the General Partner of the Issuer) EDGAR ↗

Raised $2.09B from 96 investors as of the latest filing. Thomas 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. "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.

FE
Pooled Investment Fund · group: Fiam

Fidelity Evergreen Private Credit Offshore Fund LP

Boston, MA · Nov 18, 2024 → Nov 13, 2025 · 2 filings
  • Nov 13, 2025 · D/A · $344,250,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Evergreen Private Credit Master Offshore Fund GP LLC, the General Partner) EDGAR ↗
  • Nov 18, 2024 · D/A · $285,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Evergreen Private Credit Master Offshore Fund GP LLC, the General Partner) EDGAR ↗

Raised $344.3M from 8 investors as of the latest filing. Thomas 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. "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.

FE
Pooled Investment Fund · group: Fiam

Fidelity Evergreen Private Credit Master Fund LP

Boston, MA · Nov 15, 2024 → Nov 13, 2025 · 2 filings
  • Nov 13, 2025 · D/A · $344,260,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Evergreen Private Credit Master Offshore Fund GP LLC, the General Partner) EDGAR ↗
  • Nov 15, 2024 · D/A · $285,010,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Evergreen Private Credit Master Offshore Fund GP LLC, the General Partner) EDGAR ↗

Raised $344.3M from 9 investors as of the latest filing. Thomas 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. "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.

FE
Pooled Investment Fund · group: Fiam

Fidelity Evergreen Private Credit Fund LP

Boston, MA · Nov 15, 2024 → Nov 13, 2025 · 2 filings
  • Nov 13, 2025 · D/A · $317,420,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Evergreen Private Credit Fund GP LLC, the General Partner) EDGAR ↗
  • Nov 15, 2024 · D/A · $135,020,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Treasurer of Fidelity Evergreen Private Credit Fund GP LLC, the General Partner) EDGAR ↗

Raised $317.4M from 17 investors as of the latest filing. Thomas 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. "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.

FC
Pooled Investment Fund · group: Fiam

Fidelity Credit Opportunities Feeder Fund II LP

Boston, MA · Dec 13, 2024
  • Dec 13, 2024 · D/A · $220,705,000 sold of Indefinite · 249 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM LLC, the managing member of Fidelity Funds Manager, LLC, the General Partner.) EDGAR ↗

Raised $220.7M from 249 investors as of the latest filing. Thomas is listed as executive officer.

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.

FC
Pooled Investment Fund · group: Fiam

Fidelity Credit Opportunities Fund II LP

Boston, MA · Dec 13, 2024
  • Dec 13, 2024 · D/A · $584,715,000 sold of Indefinite · 477 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM LLC, the managing member of Fidelity Funds Manager, LLC, the General Partner.) EDGAR ↗

Raised $584.7M from 477 investors as of the latest filing. Thomas is listed as executive officer.

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.

FP
Pooled Investment Fund · group: Fiam

Fidelity Private Credit Co LLC

Boston, MA · Jul 1, 2024
  • Jul 1, 2024 · D/A · $665,399,412 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Treasurer of FIAM Institutional Funds Manager, LLC, the Managing Member) EDGAR ↗

Raised $808.2M from 14 investors as of the latest filing. Thomas is listed as executive officer.

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.

FE
Pooled Investment Fund · group: Fiam

Fidelity Evergreen Private Credit Rated Fund LP

Boston, MA · Jun 5, 2024
  • Jun 5, 2024 · D · $215,000,000 sold of $365,000,000 · 9 investors · min. $20,000,000 · role: Executive Officer (Treasurer of Fidelity Evergreen Private Credit Fund GP LLC, the general partner) EDGAR ↗

Raised $215M from 9 investors (59% of the $365M target) as of the latest filing. Thomas is listed as executive officer.

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.

FV
Pooled Investment Fund · group: Fiam

Fidelity Venture Capital Fund I LP

Boston, MA · Mar 19, 2024
  • Mar 19, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Thomas is listed as executive officer.

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.

People around Thomas 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.

FI
Management entity

FIAM Institutional Funds Manager, LLC

Executive Officer, Promoter · 47 shared filings (16 issuers)

FIAM Institutional Funds Manager, LLC is on 16 issuers in total — a repeat sponsor. Their page lists every one.

FF
Management entity

Fidelity Funds Manager, LLC

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

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

FF
Management entity

Fidelity Funds Manager III, LLC

Executive Officer, Promoter · 4 shared filings (1 issuer)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

FD
Management entity

Fidelity Diversified Alpha GP LLC

Executive Officer, Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Casey Condron

Executive Officer, Director · 78 shared filings (34 issuers) · also on 1 other issuer

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

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

Joseph Benedetti

Executive Officer · 74 shared filings (30 issuers) · also on 1 other issuer

Joseph Benedetti is on 31 issuers in total — a repeat sponsor. Their page lists every one.

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

Laura Del Prato

Executive Officer, Director · 47 shared filings (16 issuers)

Laura Del Prato is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Risteard Hogan

Executive Officer, Director · 33 shared filings (16 issuers)

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

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

Heather Bonner

Executive Officer, Director · 24 shared filings (14 issuers) · also on 7 other issuers

Heather Bonner is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

William Irving

Executive Officer, Director · 21 shared filings (21 issuers) · also on 1 other issuer

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

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

Harley Lank

Executive Officer, Director · 17 shared filings (9 issuers) · also on 4 other issuers

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

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

Christopher Quinlan

Director, Executive Officer · 13 shared filings (7 issuers) · also on 2 other issuers

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

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

Stephanie Brown

Executive Officer · 5 shared filings (3 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Martin McGee

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

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Horace Codjoe

Executive Officer · 5 shared filings (3 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Christian Pariseault

Director · 4 shared filings (3 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Kimberly Perry

Director · 4 shared filings (3 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Jonathan G. Davis

Executive Officer, Director · 3 shared filings (2 issuers) · also on 36 other issuers

Jonathan G. Davis is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

Timothy Cohen

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

David Gaito

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

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Jeffrey Scott

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

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Hadi Husain

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

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Therese Icuss

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

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Lauren Del Prato

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Rob Gannon

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Melissa Reilly

Director · 2 shared filings (2 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Justin Hunter

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Lisa Lynch

Director · 2 shared filings (2 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Karin Fronczke

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Neil Constable

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

CHRISTINA ERICKSON

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

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

LISA KRIESER

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

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

Joseph Bendetti

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Thomas Vercillo. Their page shows their other deals.

The team behind the deals

F
Sponsor group

Fiam

45 issuers · 325 filings · $17.78B reported sold · 2009–2026

One team, 45 deal companies. Thomas Vercillo is listed on 34 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 Thomas Vercillo.

Same business address

38 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)

None of the 34 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Thomas Vercillo 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 34 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Thomas Vercillo is listed on: none on file. No website or social profile named in FIAM BROAD MARKET DURATION FUND, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #19,941 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 (Smithfield, RI). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Massachusetts MassCourts ↗Rhode Island state courts — find the court ↗

Securities regulators

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

Business registries

Massachusetts Secretary of State business search ↗Rhode Island Secretary of State business search ↗OpenCorporates ↗

Change history

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