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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:06 AM ET

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WILLIAM GOODELL

Named as an officer, director or promoter on SEC Form D filings · CA · May 5, 2017 → May 2, 2019

22deals (issuers)
$11.15Breported sold
1,963investors
63Form D filings
2017–2019years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:39 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

WILLIAM GOODELL is listed as an executive officer on 63 SEC Form D filings by 22 issuers between May 2017 and May 2019. Largest by amount reported sold: PFM Thematic Growth Fund, L.P. (San Francisco, CA — pooled investment fund — 2017–2019; $2.16B reported sold to 195 investors), PFM Thematic Growth Offshore Fund, Ltd. (George Town, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2017–2019; $1.91B reported sold to 113 investors), PFM HEALTHCARE OFFSHORE FUND LTD (San Francisco, CA — pooled investment fund — 2017–2019; $1.89B reported sold to 517 investors), PFM HEALTHCARE FUND L P (San Francisco, CA — pooled investment fund — 2017–2019; $1.81B reported sold to 573 investors), PFM Thematic Growth Offshore Fund A.I., Ltd. (Dublin 2, Ireland (as filed: L2) — pooled investment fund — 2017–2019; $746.7M reported sold to 11 investors) and 17 more (all listed below).

What this means That is a lot of deals — 22 separate companies raised money with this person listed as executive officer, over about 2 years. Across those companies the filings report $11.15B sold in total.

Listed alongside BRIAN GROSSMAN (63 shared filings), Christopher M. James (63 shared filings), DARIN SADOW (63 shared filings), YUAN DUBORD (63 shared filings), PARTNER FUND MANAGEMENT, L.P. (36 shared filings, management entity) and 6 others.

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

All 22 issuers belong to the sponsor group Pfm Healthcare (37 issuers, $12.18B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Pfm Healthcare has 37 companies on file and $12.18B 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) — 6 bankruptcy cases matching the name listed in Key records below.

What this means 6 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 63 public filings for WILLIAM GOODELL and found 11 differences, 1 worth asking the sponsor about: 4 people are no longer listed on a later amendment; and more below.

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

What the community is saying

Community search for WILLIAM GOODELL has not run yet — it is joining a line of 47,147 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, 2:39 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 WILLIAM GOODELL..

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

6 cases: 1 open, 5 closed (disposition not in docket feed)

William R. Goodell and Amanda M. Goodell open
United States Bankruptcy Court, E.D. Texas · No. 25-43813 · Filed Dec 16, 2025
Role of William R. Goodell and Amanda M. Goodell: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 10 federal dockets); 2 people with this name in Form D filings; court in TX (not a filing state)
William R. Goodell closed
United States Bankruptcy Court, E.D. Texas · No. 15-40082 · Filed Jan 12, 2015 · Closed Jun 2, 2020
Role of William R. Goodell: Debtor · Outcome: Case closed 2020-06-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 10 federal dockets); 2 people with this name in Form D filings; court in TX (not a filing state)
William R. Goodell closed
United States Bankruptcy Court, E.D. Texas · No. 12-43085 · Filed Nov 9, 2012 · Closed May 29, 2015
Role of William R. Goodell: Debtor · Outcome: Case closed 2015-05-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 10 federal dockets); 2 people with this name in Form D filings; court in TX (not a filing state)
William J Goodell and Carol A Goodell closed
United States Bankruptcy Court, M.D. Florida · No. 3:05-bk-07016 · Filed Jul 1, 2005 · Closed Dec 8, 2005
Role of William J Goodell and Carol A Goodell: Debtor · Outcome: Case closed 2005-12-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 10 federal dockets); 2 people with this name in Form D filings; court in FL (not a filing state)
William A. Goodell and Judith A. Mulaire closed
United States Bankruptcy Court, S.D. Georgia · No. 01-20010 · Filed Jan 3, 2001 · Closed Dec 31, 2006
Role of William A. Goodell and Judith A. Mulaire: Debtor · Outcome: Case closed 2006-12-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 10 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)
William D. Goodell and Maureen E. Goodell closed
United States Bankruptcy Court, D. Massachusetts · No. 97-15743 · Filed Jun 13, 1997 · Closed Sep 29, 1997
Role of William D. Goodell and Maureen E. Goodell: Debtor · Outcome: Case closed 1997-09-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 10 federal dockets); 2 people with this name in Form D filings; court in MA (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, 2:39 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

11 differences found between the filings for WILLIAM GOODELL — 1 worth asking about (compared the newest 50 of 63 filings on Oct 24, 2026; older filings not covered)

Note · Nov 7, 2008 – Dec 13, 2009

Bankruptcy case: DuBord v. Main Auto Parts, Inc. — filed Nov 7, 2008

United States Bankruptcy Court, N.D. California docket "DuBord v. Main Auto Parts, Inc." filed Nov 7, 2008, closed Dec 13, 2009. YUAN DUBORD (listed on the same filings) is listed as Plaintiff ("DuBord"). Our match estimate: 70%.

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.

Sources
Note · Jul 24, 2008 – Dec 13, 2009

Bankruptcy case: Main Auto Parts, Inc. v. DuBord — filed Jul 24, 2008

United States Bankruptcy Court, N.D. California docket "Main Auto Parts, Inc. v. DuBord" filed Jul 24, 2008, closed Dec 13, 2009. YUAN DUBORD (listed on the same filings) is listed as Defendant ("DuBord"). Our match estimate: 70%.

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.

Sources
Note · May 2, 2019

WILLIAM GOODELL appears on 1 deal that stopped filing before reaching its target

PFM HEALTHCARE PRINCIPALS FUND L P (last filing May 2, 2019; $59,755,074 sold of $500,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Note · Jul 1, 2017 – Jul 19, 2017

Form D filed 18 days after the first sale — Engine No. 1 Perennial Total Value Fund, LP

The filing says the first sale was Jul 1, 2017. The Form D was filed Jul 19, 2017 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Jun 1, 2017 – Jul 7, 2017

Form D filed 36 days after the first sale — PFM Healthcare Long Fund, L.P.

The filing says the first sale was Jun 1, 2017. The Form D was filed Jul 7, 2017 — 36 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 21 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Oct 1, 2004 – May 2, 2019

17 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — PFM Healthcare Long Fund, L.P. (latest filing May 2, 2019) · No amendment in the last 12 months on an offering that may still be open — PFM Healthcare Emerging Growth Offshore Fund, Ltd. (latest filing May 2, 2019) · No amendment in the last 12 months on an offering that may still be open — PFM Healthcare Emerging Growth Fund, L.P. (latest filing May 2, 2019) · No amendment in the last 12 months on an offering that may still be open — PFM Global Long Alpha Offshore Fund, Ltd. (latest filing May 2, 2019) · No amendment in the last 12 months on an offering that may still be open — PFM Therapeutics Offshore Fund, Ltd. (latest filing May 2, 2019) · and 12 more

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

Sources
Worth asking · May 2, 2019 – May 21, 2020

4 people are no longer listed on a later amendment

WILLIAM GOODELL is no longer listed on the May 21, 2020 amendment — Engine No. 1 Perennial Total Value Fund, LP · WILLIAM GOODELL is no longer listed on the May 21, 2020 amendment — PFM HEALTHCARE OFFSHORE FUND LTD · WILLIAM GOODELL is no longer listed on the May 21, 2020 amendment — PFM HEALTHCARE FUND L P · WILLIAM GOODELL is no longer listed on the May 21, 2020 amendment — PARTNER INVESTMENTS L P

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Sources
Note · Jan 19, 2016 – May 5, 2017

Minimum investment changed between filings — PFM Healthcare Emerging Growth Fund, L.P.

The Jan 19, 2016 filing lists a minimum of $1,000,000; the May 5, 2017 Form D/A lists $0.

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

Sources
Note · Aug 19, 2016 – May 5, 2017

Minimum investment changed between filings — PFM Global Long Alpha Offshore Fund, Ltd.

The Aug 19, 2016 filing lists a minimum of $5,000,000; the May 5, 2017 Form D/A lists $0.

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

Sources
Note · Mar 2, 2023 – Feb 26, 2026

Same name, different state: "William Goodell" (GA) is a separate record

This page covers filings where the address state is CA. A separate record, "William Goodell" with address state GA, is listed on 4 filings — most recently by BCM Scout International Ltd. (Feb 26, 2026). The two records do not overlap in time: this page runs May 5, 2017 to May 2, 2019; the other runs Mar 2, 2023 to Feb 26, 2026.

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

Sources
Note · Jan 7, 2016 – Aug 8, 2023

10 address changes between filings

Address moved from San Francisco, CA to George Town, Grand Cayman, Cayman Islands (as filed: E9) — PFM HEALTHCARE OFFSHORE FUND LTD · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to San Francisco, CA — PFM Healthcare Emerging Growth Offshore Fund, Ltd. · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to San Francisco, CA — PFM Global Long Alpha Offshore Fund, Ltd. · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to San Francisco, CA — PFM Therapeutics Offshore Fund, Ltd. · Address moved from George Town, Grand Cayman, Cayman Islands (as filed: E9) to San Francisco, CA — PFM Healthcare Offshore Fund A.I., Ltd. · and 5 more

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

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 63 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 22 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 2, 2019 D/A
PFM Thematic Growth Principals Fund, L.P.
File 021-69428
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PARTNER INVESTMENTS L P
File 021-82733
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Thematic Growth Fund, L.P.
File 021-103630
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM HEALTHCARE FUND L P
File 021-83430
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM HEALTHCARE PRINCIPALS FUND L P
File 021-85452
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM HEALTHCARE OFFSHORE FUND LTD
File 021-113634
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Thematic Growth Offshore Fund, Ltd.
File 021-113633
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Thematic Growth Offshore Fund A.I., Ltd.
File 021-146464
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Thematic Growth Offshore Institutional Fund, Ltd.
File 021-163152
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Healthcare Offshore Fund A.I., Ltd.
File 021-213413
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Global Long Alpha Fund, L.P.
File 021-216823
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Therapeutics Fund, L.P.
File 021-219107
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Therapeutics Offshore Fund, Ltd.
File 021-220943
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Global Long Alpha Offshore Fund, Ltd.
File 021-222950
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Healthcare Emerging Growth Fund, L.P.
File 021-232519
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Healthcare Emerging Growth Offshore Fund, Ltd.
File 021-241213
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
PFM Healthcare Long Fund, L.P.
File 021-290191
$0$0$0None listed on this filingEDGAR ↗
May 2, 2019 D/A
Engine No. 1 Perennial Total Value Fund, LP
File 021-291043
$0$0$0None listed on this filingEDGAR ↗
Oct 12, 2018 D
PFM Media Disruption Fund, L.P.
File 021-323459
$0$0$0None listed on this filingEDGAR ↗
May 4, 2018 D/A
PFM Global Long Alpha Offshore Institutional Fund, Ltd.
File 021-305785
$0$0$0None listed on this filingEDGAR ↗
May 5, 2017 D/A
PFM Healthcare Opportunities Fund, L.P.
File 021-202103
$0$0$0None listed on this filingEDGAR ↗
May 5, 2017 D/A
PFM Healthcare Opportunities Offshore Fund, Ltd.
File 021-224719
$0$0$0None listed on this filingEDGAR ↗

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 22

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

Pooled Investment Fund · group: Pfm Healthcare

PFM Healthcare Emerging Growth Offshore Fund, Ltd.

Dublin, Ireland (as filed: L2) · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $173,443,145 sold of Indefinite · 22 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $163,793,197 sold of Indefinite · 22 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $14,697,130 sold of Indefinite · 4 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $173.4M from 22 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Healthcare Emerging Growth Fund, L.P.

San Francisco, CA · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $284,839,516 sold of Indefinite · 99 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $280,609,093 sold of Indefinite · 94 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $120,107,695 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $284.8M from 99 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Global Long Alpha Offshore Fund, Ltd.

Dublin, Ireland (as filed: L2) · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1M from 1 investor as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Global Long Alpha Fund, L.P.

San Francisco, CA · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $15,307,993 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $15,307,993 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $15,307,993 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $15.3M from 5 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PARTNER INVESTMENTS L P

San Francisco, CA · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $122,712,577 sold of Indefinite · 54 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $88,957,579 sold of Indefinite · 40 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $77,912,885 sold of Indefinite · 33 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $174M from 107 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM HEALTHCARE FUND L P

San Francisco, CA · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $1,212,168,966 sold of Indefinite · 365 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $1,155,380,064 sold of Indefinite · 323 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $716,910,175 sold of Indefinite · 132 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.81B from 573 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Therapeutics Offshore Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 5, 2017 → May 2, 2019 · 5 filings
  • May 2, 2019 · D/A · $271,637,702 sold of Indefinite · 36 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 2, 2018 · D/A · $204,550,499 sold of Indefinite · 27 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $183,843,253 sold of Indefinite · 22 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Jul 19, 2017 · D/A · $157,848,253 sold of Indefinite · 17 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $157,848,253 sold of Indefinite · 17 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $271.6M from 36 investors as of the latest filing. William is listed as executive officer on 5 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Therapeutics Fund, L.P.

San Francisco, CA · May 5, 2017 → May 2, 2019 · 5 filings
  • May 2, 2019 · D/A · $158,601,370 sold of Indefinite · 36 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 2, 2018 · D/A · $81,082,200 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $54,929,490 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 19, 2017 · D/A · $54,929,490 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $54,929,490 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $158.6M from 36 investors as of the latest filing. William is listed as executive officer on 5 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Thematic Growth Offshore Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $1,914,492,306 sold of Indefinite · 113 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $1,849,197,306 sold of Indefinite · 111 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $1,804,387,553 sold of Indefinite · 107 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $1.91B from 113 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Thematic Growth Offshore Fund A.I., Ltd.

Dublin 2, Ireland (as filed: L2) · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $746,695,554 sold of Indefinite · 11 investors · min. $25,000,000 · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $746,420,974 sold of Indefinite · 11 investors · min. $25,000,000 · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $739,845,794 sold of Indefinite · 11 investors · min. $25,000,000 · role: Executive Officer EDGAR ↗

Raised $746.7M from 11 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Thematic Growth Principals Fund, L.P.

San Francisco, CA · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $257,622,676 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $254,911,323 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $254,811,323 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $257.6M from 60 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Thematic Growth Fund, L.P.

San Francisco, CA · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $2,163,814,295 sold of Indefinite · 195 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $2,159,918,793 sold of Indefinite · 190 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $1,851,244,426 sold of Indefinite · 186 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.16B from 195 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Thematic Growth Offshore Institutional Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $658,543,829 sold of Indefinite · 26 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $657,993,829 sold of Indefinite · 26 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $451,201,663 sold of Indefinite · 20 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $658.5M from 26 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

Engine No. 1 Perennial Total Value Fund, LP

San Francisco, CA · Jul 19, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $29,981,935 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $7,040,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 19, 2017 · D · $5,240,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $249M from 22 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM HEALTHCARE PRINCIPALS FUND L P

San Francisco, CA · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $59,755,074 sold of Indefinite · 69 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $58,138,939 sold of Indefinite · 67 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $57,861,917 sold of Indefinite · 66 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $59.8M from 69 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM HEALTHCARE OFFSHORE FUND LTD

San Francisco, CA · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $1,555,344,748 sold of Indefinite · 394 investors · min. $2,000,000 · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $1,278,783,314 sold of Indefinite · 350 investors · min. $2,000,000 · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $363,097,219 sold of Indefinite · 49 investors · min. $2,000,000 · role: Executive Officer EDGAR ↗

Raised $1.89B from 517 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Healthcare Offshore Fund A.I., Ltd.

Dublin 2, Ireland (as filed: L2) · May 5, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $67,611,642 sold of Indefinite · 7 investors · min. $10,000,000 · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $46,413,785 sold of Indefinite · 7 investors · min. $10,000,000 · role: Executive Officer EDGAR ↗
  • May 5, 2017 · D/A · $25,562,505 sold of Indefinite · 6 investors · min. $10,000,000 · role: Executive Officer EDGAR ↗

Raised $67.6M from 7 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Healthcare Long Fund, L.P.

San Francisco, CA · Jul 7, 2017 → May 2, 2019 · 3 filings
  • May 2, 2019 · D/A · $2,925,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2018 · D/A · $2,925,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 7, 2017 · D · $2,900,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.92M from 8 investors as of the latest filing. William is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Media Disruption Fund, L.P.

San Francisco, CA · Oct 12, 2018
  • Oct 12, 2018 · D · $15,075,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $15.1M from 5 investors as of the latest filing. William is listed as executive officer.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Global Long Alpha Offshore Institutional Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Feb 15, 2018 → May 4, 2018 · 2 filings
  • May 4, 2018 · D/A · $15,800,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Feb 15, 2018 · D · $15,800,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $15.8M from 1 investor as of the latest filing. William is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Healthcare Opportunities Offshore Fund, Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · May 5, 2017
  • May 5, 2017 · D/A · $18,480,512 sold of Indefinite · 7 investors · min. $2,000,000 · role: Executive Officer EDGAR ↗

Raised $18.5M from 7 investors as of the latest filing. William is listed as executive officer.

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.

Pooled Investment Fund · group: Pfm Healthcare

PFM Healthcare Opportunities Fund, L.P.

San Francisco, CA · May 5, 2017
  • May 5, 2017 · D/A · $203,135,902 sold of Indefinite · 43 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $203.1M from 43 investors as of the latest filing. William is listed as executive officer.

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.

Other pages with the same name (1)

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

  • William Goodell — GA, 1 issuer, Mar 2, 2023 → Feb 26, 2026 · no shared issuer

People around William 11

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

Management entity

PARTNER FUND MANAGEMENT, L.P.

Promoter · 36 shared filings (14 issuers) · also on 4 other issuers

PARTNER FUND MANAGEMENT, L.P. is on 18 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Partner Asset Management, LLC

Promoter · 31 shared filings (11 issuers) · also on 9 other issuers

Partner Asset Management, LLC is on 20 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

PARTNER INVESTMENT MANAGEMENT, L.P.

Promoter · 27 shared filings (11 issuers)

PARTNER INVESTMENT MANAGEMENT, L.P. is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Christopher M. James

Executive Officer · 63 shared filings (22 issuers) · also on 10 other issuers

Christopher M. James is on 32 issuers in total — a repeat sponsor. Their page lists every one.

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

DARIN SADOW

Executive Officer · 63 shared filings (22 issuers) · also on 6 other issuers

DARIN SADOW is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

YUAN DUBORD

Executive Officer · 63 shared filings (22 issuers) · also on 4 other issuers

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

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

BRIAN GROSSMAN

Executive Officer · 63 shared filings (22 issuers) · also on 3 other issuers

BRIAN GROSSMAN is on 25 issuers in total — a repeat sponsor. Their page lists every one.

CB
No photo found (searched own website, image search on Oct 24, 2026)
Person

Christopher Bowring

Director · 29 shared filings (10 issuers) · also on 151 other issuers

Christopher Bowring is on 161 issuers in total — a repeat sponsor. Their page lists every one.

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

Philip Cater

Director · 29 shared filings (10 issuers) · also on 88 other issuers

Philip Cater is on 98 issuers in total — a repeat sponsor. Their page lists every one.

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

MARK WITHY

Director · 29 shared filings (10 issuers) · also on 10 other issuers

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

The team behind the deals

Sponsor group

Pfm Healthcare

37 issuers · 239 filings · $12.18B reported sold · 2009–2026

One team, 37 deal companies. William Goodell is listed on 22 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 WILLIAM GOODELL.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 3 of the 22 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): PFM HEALTHCARE OFFSHORE FUND LTD, PARTNER INVESTMENTS L P, PFM HEALTHCARE FUND L P.

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to WILLIAM GOODELL 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 22 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers William Goodell is listed on: none on file. No website or social profile named in PFM Thematic Growth Fund, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #235,463 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 (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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