Sponsor Check › Management entity
Entity listed as a related person (executive officer, director or promoter role held through an entity) on Form D filings · address state as listed: CA · listed Dec 21, 2020 → Dec 8, 2025
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
Not yet searched.
Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · No search has run yet for this entity.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
No SEC search has run yet for this entity.
Not yet searched.
Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · No search has run yet for this entity.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
0 of 21 offerings report sales commissions; 3 report finder's fees totalling $15,232,738; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Dec 8, 2025 D File 021-566127 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 8, 2025 D File 021-566123 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 8, 2025 D File 021-566130 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 18, 2025 D File 021-557953 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 29, 2025 D File 021-536578 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 29, 2025 D File 021-536579 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 4, 2024 D File 021-528527 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 1, 2024 D File 021-528519 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 28, 2024 D/A File 021-474049 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 28, 2024 D/A File 021-474054 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 28, 2023 D/A File 021-473835 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 10, 2022 D File 021-464546 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 17, 2022 D File 021-461990 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 29, 2021 D File 021-419200 | $0 | $0 | $0 The Manager of the Issuer receives an annual management fee in advance, based on the Issuer's Assets | None listed on this filing |
| EDGAR ↗ | Sep 23, 2021 D File 021-414378 | $0 | $0 | $0 The Managing Member of the Issuer receives an annual management fee in advance, based on issuer's assets. | None listed on this filing |
| EDGAR ↗ | Jul 15, 2021 D File 021-406335 | $0 | $9,875,000 (est.) | $0 The investment adviser to each Issuer receives an annual management fee in advance, based on Issuer's assets. | PJT Partners LP BrokerCheck CRD 171058 ↗ via Sean Jonathan Keene (CRD 4156490 ↗) UBS Financial Services Inc. BrokerCheck CRD 8174 ↗ via James Richard Augir (CRD 2300595 ↗) |
| EDGAR ↗ | Mar 22, 2021 D File 021-393079 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 9, 2021 D/A File 021-369822 | $0 | $0 | $0 The Managing Member of the Issuer receives an annual management fee in advance, based on the Issuer's assets. | None listed on this filing |
| EDGAR ↗ | Jan 21, 2021 D/A File 021-362924 | $0 | $4,300,899 (est.) | $0 The investment adviser to the Issuer receives an annual management fee in advance, based on Issuer's assets. | Mercury Capital Advisors BrokerCheck CRD 152338 ↗ via Nicholas J. Savasta (CRD 4851522 ↗) |
| EDGAR ↗ | Jan 21, 2021 D/A File 021-362917 | $0 | $1,056,839 (est.) | $0 The investment adviser to the Issuer receives an annual management fee in advance, based on Issuer's assets. | Mercury Capital Advisors BrokerCheck CRD 152338 ↗ via Nicholas J. Savasta (CRD 4851522 ↗) |
| EDGAR ↗ | Dec 21, 2020 D File 021-383785 | $0 | $0 | $0 The Managing Member of the Issuer receives an annual management fee in advance, based on issuer's assets. | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this entity is listed on (latest filing per offering, per issuer).
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | WestCap Strategic Operator Fund III Lux SCSp group: Westcap | Promoter Investment Adviser of the Issuer | Dec 8, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Strategic Operator Fund III Offshore, L.P. group: Westcap | Promoter Investment Adviser of the Issuer | Dec 8, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Strategic Operator Fund III, L.P. group: Westcap | Promoter Investment Adviser of the Issuer | Dec 8, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap StubHub Opportunity Fund Preferred, LLC group: Westcap | Director Manager of the Issuer | Sep 18, 2025 | D | $133,670,000 similar: $155,000–$5,250,000 | $133,670,000 | 31 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Thorium AppDirect Co-Invest, LLC group: Westcap | Director Manager of the Issuer | Jan 29, 2025 | D | $12,000,000 similar: $155,000–$5,250,000 | $12,000,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Fermium Addepar Co-Invest 2025, LLC group: Westcap | Director Manager of the Issuer | Jan 29, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Rhodium AveOne Co-Invest 2022, LLC group: Westcap | Director Manager of the Issuer | Nov 4, 2024 | D | $10,300,000 similar: $155,000–$5,250,000 | $10,300,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Rhenium Stub Co-Invest 2023, LLC group: Westcap | Director Manager of the Issuer | Nov 1, 2024 | D | $138,050,000 similar: $155,000–$5,250,000 | $138,050,000 | 37 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Strategic Operator Fund II Side-by-Side, L.P. group: Westcap | Promoter Investment Adviser of the Issuer | Oct 28, 2024 | D/A | $30,815,000 similar: $155,000–$5,250,000 | $30,815,000 | 19 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Strategic Operator Fund II Side-by-Side Offshore, L.P. group: Westcap | Promoter Investment Adviser of the Issuer | Oct 28, 2024 | D/A | $83,370,000 similar: $155,000–$5,250,000 | $83,370,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Rhenium SOF II GoodLeap 2023, LP group: Westcap | Director | Feb 28, 2023 | D/A | $15,000,000 similar: $155,000–$5,250,000 | $15,000,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Strategic Operator Fund II Side-by-Side Offshore, L.P. group: Westcap | Promoter Investment Adviser of the Issuer | Feb 22, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Strategic Operator Fund II Side-by-Side, L.P. group: Westcap | Promoter Investment Adviser of the Issuer | Feb 22, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Palladium SOF II BFox 2022, LP group: Westcap | Director | Nov 10, 2022 | D | $18,579,680 similar: $155,000–$5,250,000 | $18,579,680 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Westcap Blueground Co-Invest 2022, LLC group: Westcap | Director Manager of the Issuer | Oct 17, 2022 | D | $33,049,994 similar: $155,000–$5,250,000 | $33,049,994 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Bolt, LLC group: Westcap | Promoter Manager of the Issuer | Oct 29, 2021 | D | $499,984 similar: $155,000–$5,250,000 | $499,984 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Hopper 2021 Co-Invest, LLC group: Westcap | Promoter Manager of the Issuer | Sep 23, 2021 | D | $16,484,364 similar: $155,000–$5,250,000 | $16,484,364 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Strategic Operator Fund II, L.P. group: Westcap | Promoter Investment Adviser to each Issuer | Jul 15, 2021 | D | $2,250,000,000 similar: $155,000–$5,250,000 | $527,050,000 | 63 similar: 4–27 | $5,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Cerebral, LLC group: Westcap | Promoter Manager of the Issuer | Mar 22, 2021 | D | $24,999,989 similar: $155,000–$5,250,000 | $24,999,989 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Bolt, LLC group: Westcap | Promoter Managing Member of the Issuer | Mar 9, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $24,999,999 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Strategic Operator Offshore Feeder Fund, L.P. group: Westcap | Promoter Investment Adviser to Issuer | Jan 21, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $326,475,000 | 22 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Strategic Operator US Feeder Fund, L.P. group: Westcap | Promoter Investment Adviser to Issuer | Jan 21, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $596,950,000 | 109 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | WestCap Stub II-2020, LLC group: Westcap | Promoter Managing Member of Issuer | Dec 21, 2020 | D | $100,000,000 similar: $155,000–$5,250,000 | $100,000,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as WestCap Management, LLC. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
Export this report as PDF (members · included free during the launch period)
No corrections have been requested for this page.
Free. Logged with status: received → under review → fixed / confirmed with source.
If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.
Members get an email when WestCap Management, LLC appears on a new Form D, or when a court case or SEC action is matched to them. See plans →