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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:30 AM ET

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William Libby

Named as an officer, director or promoter on SEC Form D filings · RI, NY · Jun 25, 2018 → Jul 1, 2022

36deals (issuers)
$911Mreported sold
1,724investors
42Form D filings
2018–2022years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:41 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

William Libby is listed as an executive officer and director on 42 SEC Form D filings by 36 issuers between Jun 2018 and Jun 2026. Largest by amount reported sold: Upper90 Fund III, LP (Providence, RI — pooled investment fund — 2022–2023; $312.6M reported sold to 306 investors), Upper90 Fund II, LP (New York, NY — pooled investment fund — 2021; $187.6M reported sold to 299 investors), Upper90 Fund, LP (New York, NY — pooled investment fund — 2018; $46.7M reported sold to 67 investors), Thrasio Acquisition Partners II LLC (New York, NY — pooled investment fund — 2021; $40M reported sold to 39 investors), Recom Trading Inc. (New York, NY — business services — 2021; $32.7M reported sold to 41 investors) and 31 more (all listed below).

What this means That is a lot of deals — 36 separate companies raised money with this person listed as executive officer and director, over about 8 years. Across those companies the filings report $911M sold in total.

Listed alongside Upper90 Partners Equity SPV GP III LLC (11 shared filings, management entity), Upper90 Capital Management, LP (10 shared filings, management entity), Alex Urdea (9 shared filings), Upper90 Partners Equity SPV GP V, LLC (5 shared filings, management entity), Upper90 Capital Management, L.P. (4 shared filings, management entity) and 23 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.

34 of the issuers belong to the sponsor group Upper90 (56 issuers, $1.08B reported sold, 2018–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Upper90 has 56 companies on file and $1.08B 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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 11 bankruptcy cases matching the name listed in Key records below.

What this means 11 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 42 public filings for William Libby and found 9 differences, 2 worth asking the sponsor about: Amount sold went down between filings; William Libby appears on 3 deals that stopped filing before reaching their target; 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 Libby has not run yet — it is joining a line of 22,872 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

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, 2:41 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: VA (crawled Oct 23, 2026)

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 Libby..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

11 cases: 1 open, 10 closed (disposition not in docket feed)

William G. Libby open
United States Bankruptcy Court, D. Maine · No. 25-20126 · Filed May 28, 2025
Role of William G. Libby: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in ME (not a filing state)
William R. Libby, III and Syreeta N Libby closed
United States Bankruptcy Court, E.D. Wisconsin · No. 17-20416 · Filed Jan 20, 2017 · Closed May 11, 2017
Role of William R. Libby, III: Debtor · Outcome: Case closed 2017-05-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in WI (not a filing state)
William L Libby closed
United States Bankruptcy Court, N.D. Illinois · No. 13-39823 · Filed Oct 10, 2013 · Closed Feb 7, 2014
Role of William L Libby: Debtor · Outcome: Case closed 2014-02-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in IL (not a filing state)
William G. Libby closed
United States Bankruptcy Court, D. Maine · No. 05-20312 · Filed Mar 8, 2005 · Closed Jun 27, 2005
Role of William G. Libby: Debtor · Outcome: Case closed 2005-06-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in ME (not a filing state)
William A. Libby and Janet L. Libby closed
United States Bankruptcy Court, E.D. Michigan · No. 04-67153 · Filed Sep 27, 2004 · Closed Dec 18, 2008
Role of William A. Libby and Janet L. Libby: Debtor · Outcome: Case closed 2008-12-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in MI (not a filing state)
William Libby closed
United States Bankruptcy Court, D. Massachusetts · No. 03-16424 · Filed Jul 30, 2003 · Closed Dec 3, 2003
Role of William Libby: Debtor · Outcome: Case closed 2003-12-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in MA (not a filing state)
William A. Libby and Janet L. Libby closed
United States Bankruptcy Court, E.D. Michigan · No. 00-43527 · Filed Mar 8, 2000 · Closed Nov 26, 2002
Role of William A. Libby and Janet L. Libby: Debtor · Outcome: Case closed 2002-11-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in MI (not a filing state)
William L. Libby closed
United States Bankruptcy Court, E.D. Virginia · No. 96-14096 · Filed Aug 1, 1996 · Closed Feb 27, 1997
Role of William L. Libby: Debtor · Outcome: Case closed 1997-02-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in VA (not a filing state)
William L. Libby closed
United States Bankruptcy Court, E.D. Virginia · No. 96-12037 · Filed Apr 22, 1996 · Closed Jul 11, 1996
Role of William L. Libby: Debtor · Outcome: Case closed 1996-07-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in VA (not a filing state)
William L. Libby closed
United States Bankruptcy Court, D. Maine · No. 90-20041 · Filed Jan 18, 1990 · Closed Aug 30, 1995
Role of William L. Libby: Debtor · Outcome: Case closed 1995-08-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in ME (not a filing state)
William A Libby and Mary K Libby closed
United States Bankruptcy Court, N.D. Illinois · No. 85-12648 · Filed Sep 24, 1985 · Closed Aug 30, 1986
Role of William A Libby and Mary K Libby: Debtor · Outcome: Case closed 1986-08-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in IL (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, 2:41 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

9 differences found between the filings for William Libby — 2 worth asking about (compared 42 filings on Oct 24, 2026)

Worth asking · Apr 15, 2021 – Apr 22, 2021

Amount sold went down between filings — Upper90 Loan SPV I LLC

The Apr 15, 2021 filing says $28,500,000 sold; the Apr 22, 2021 Form D/A says $26,725,000 sold — $1,775,000 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.

Sources
Worth asking · Apr 15, 2020 – Oct 20, 2021

William Libby appears on 3 deals that stopped filing before reaching their target

Elevate Acquisition VI S LLC (last filing Oct 20, 2021; $0 sold of $1,000,000); Elevate Acquisition VII S LLC (last filing Oct 20, 2021; $0 sold of $15,050,000); Upper90 Thrasio VI, LLC (last filing Apr 15, 2020; $0 sold of $22,500,000). 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 · Mar 26, 2021 – Jan 12, 2026

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

Form D filed 35 days after the first sale — Crusoe Equity VI SPV, LLC · Form D filed 33 days after the first sale — Upper90 Octane Equity SPV III, LLC · Form D filed 16 days after the first sale — Upper90 Crusoe Equity V SPV LLC · Form D filed 28 days after the first sale — One CC Software, Inc. · Form D filed 16 days after the first sale — Upper90 Clutch Equity SPV II LLC · and 2 more

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

Sources
Note · Aug 7, 2020 – Jun 30, 2023

7 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 — Upper90 Fund III, LP (latest filing Jun 30, 2023) · No amendment in the last 12 months on an offering that may still be open — Upper90 Thrasio IX SPV LP (latest filing Dec 27, 2021) · No amendment in the last 12 months on an offering that may still be open — One CC Software, Inc. (latest filing Nov 19, 2021) · No amendment in the last 12 months on an offering that may still be open — Elevate Acquisition VII S LLC (latest filing Oct 20, 2021) · No amendment in the last 12 months on an offering that may still be open — Elevate Acquisition VI S LLC (latest filing Oct 20, 2021) · and 2 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
Note · Nov 30, 2021 – Dec 21, 2021

Offering amount changed between filings — Thrasio Acquisition Partners II LLC

The Nov 30, 2021 filing says $5,500,000 offered; the Dec 21, 2021 Form D/A says $39,995,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Apr 15, 2021 – Apr 22, 2021

Offering amount lowered between filings — Upper90 Loan SPV I LLC

The Apr 15, 2021 filing says $28,500,000 offered; the Apr 22, 2021 Form D/A says $26,725,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Sources
Note · Nov 30, 2021 – Dec 21, 2021

Minimum investment changed between filings — Thrasio Acquisition Partners II LLC

The Nov 30, 2021 filing lists a minimum of $20,000; the Dec 21, 2021 Form D/A lists $10,000.

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

Sources
Note · Jul 1, 2022 – Jun 30, 2023

Address moved from New York, NY to Providence, RI — Upper90 Fund III, LP

The people listed on the Jul 1, 2022 filing give New York, NY; on the Jun 30, 2023 filing they give Providence, RI.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Jun 25, 2018 – Jun 5, 2026

William Libby is listed with 2 different address states: NY, RI

NY on 25 filings (Jun 25, 2018 to Jul 1, 2022); RI on 17 filings (Apr 25, 2023 to Jun 5, 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.

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. As of Oct 24, 2026.

5. Money to insiders

0 of 36 offerings report sales commissions; 0 report finder's fees; 2 report proceeds to related persons totalling $3,010,000.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 5, 2026 D
Upper90 Crusoe Loan III SPV LLC
File 021-586314
$0$0$0None listed on this filingEDGAR ↗
Jun 5, 2026 D
Upper90 Payjoy SPV, LLC
File 021-586313
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D
Crusoe Acquisition Partners III SPV, LLC
File 021-584041
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D
Crusoe Acquisition Partners IV SPV, LLC
File 021-584042
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D
Crusoe Acquisition Partners V SPV, LLC
File 021-584045
$0$0$0None listed on this filingEDGAR ↗
May 14, 2026 D
Upper90 Deep Infra SPV, LLC
File 021-584047
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2026 D
Crusoe Equity VI SPV, LLC
File 021-569551
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2025 D
Upper90 Octane Equity SPV III, LLC
File 021-563131
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2024 D
Upper90 Crusoe Equity V SPV LLC
File 021-529993
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2024 D
Crusoe Acquisition Partners 2024, LLC
File 021-520094
$0$0$0None listed on this filingEDGAR ↗
Jun 5, 2024 D
Upper90 Crusoe Loan II SPV LLC
File 021-515201
$0$0$0
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Jan 19, 2024 D
Crusoe Bridge Equity SPV LLC
File 021-502972
$0$0$0
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Jan 18, 2024 D/A
Upper90 Crusoe Loan SPV LLC
File 021-494361
$0$0$0
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Jun 30, 2023 D/A
Upper90 Fund III, LP
File 021-450982
$0$0$0
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Apr 25, 2023 D
Upper90 Fund III Parallel Master, LP
File 021-479843
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Apr 25, 2023 D
Upper90 Fund III Feeder, LP
File 021-479956
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Apr 14, 2022 D
Upper90 Crusoe Equity IV SPV LLC
File 021-441777
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2022 D
Upper90 Heroes Equity SPV LLC
File 021-430967
$0$0$0None listed on this filingEDGAR ↗
Dec 27, 2021 D
Upper90 Thrasio IX SPV LP
File 021-426729
$0$0$0
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Dec 21, 2021 D/A
Thrasio Acquisition Partners II LLC
File 021-422875
$0$0$0None listed on this filingEDGAR ↗
Nov 19, 2021 D
One CC Software, Inc.
File 021-421878
$0$0$0None listed on this filingEDGAR ↗
Nov 16, 2021 D
Upper90 Magic Car Wash Equity SPV LLC
File 021-421285
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2021 D
Elevate Acquisition VI S LLC
File 021-417714
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2021 D
Elevate Acquisition VII S LLC
File 021-417707
$0$0$0None listed on this filingEDGAR ↗
Sep 15, 2021 D
Upper90 Clutch Equity SPV II LLC
File 021-413421
$0$0$0None listed on this filingEDGAR ↗
Aug 20, 2021 D/A
Upper90 Fund II, LP
File 021-373789
$0$0$0
The Issuer charges a management fee that is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Aug 13, 2021 D
Upper90 Beacon Equity SPV LLC
File 021-409937
$0$0$0None listed on this filingEDGAR ↗
Jul 27, 2021 D
Recom Trading Inc.
File 021-407911
$0$0$0None listed on this filingEDGAR ↗
Jul 2, 2021 D
Elevate Acquisition IV S LLC
File 021-405089
$0$0$0None listed on this filingEDGAR ↗
Jun 4, 2021 D
Upper90 Octane Equity SPV II LLC
File 021-401778
$0$0$0None listed on this filingEDGAR ↗
May 11, 2021 D
Upper90 AcquCo I S LLC
File 021-398855
$0$0$0None listed on this filingEDGAR ↗
Apr 23, 2021 D
Upper90 Crusoe Equity III SPV LLC
File 021-397048
$0$0$0None listed on this filingEDGAR ↗
Apr 22, 2021 D/A
Upper90 Loan SPV I LLC
File 021-395500
$0$0$10,000
One-time cost to cover fund organizational and operational expenses
None listed on this filingEDGAR ↗
Apr 22, 2021 D
Upper90 Thrasio VIII SPV LLC
File 021-396755
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2020 D
Upper90 Thrasio VI, LLC
File 021-365084
$0$0$0None no CRD number reportedEDGAR ↗
Jun 25, 2018 D
Upper90 Fund, LP
File 021-315271
$0$0$3,000,000
Two of the principals will be paid a salary equal to $600,000.00 per annum.
None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 36

Every issuer that named William Libby 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: Upper90

Upper90 Crusoe Loan III SPV LLC

Providence, RI · Jun 5, 2026
  • Jun 5, 2026 · D · $10,500,000 sold of $10,500,000 · 23 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $10.5M from 23 investors (100% of the $10.5M target) 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: Upper90

Upper90 Payjoy SPV, LLC

Providence, RI · Jun 5, 2026
  • Jun 5, 2026 · D · $9,230,000 sold of $9,230,000 · 15 investors · min. $30,000 · role: Executive Officer EDGAR ↗

Raised $9.23M from 15 investors (100% of the $9.23M target) 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: Upper90

Upper90 Deep Infra SPV, LLC

Providence, RI · May 14, 2026
  • May 14, 2026 · D · $4,250,003 sold of $4,250,003 · 25 investors · min. $5,003 · role: Executive Officer EDGAR ↗

Raised $4.25M from 25 investors (100% of the $4.25M target) 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: Upper90

Crusoe Acquisition Partners V SPV, LLC

Providence, RI · May 14, 2026
  • May 14, 2026 · D · $14,060,769 sold of $14,060,769 · 6 investors · min. $5,000 · role: Executive Officer EDGAR ↗

Raised $14.1M from 6 investors (100% of the $14.1M target) 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: Upper90

Crusoe Acquisition Partners IV SPV, LLC

Providence, RI · May 14, 2026
  • May 14, 2026 · D · $8,747,835 sold of $8,747,835 · 10 investors · min. $200,000 · role: Executive Officer EDGAR ↗

Raised $8.75M from 10 investors (100% of the $8.75M target) 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: Upper90

Crusoe Acquisition Partners III SPV, LLC

Providence, RI · May 14, 2026
  • May 14, 2026 · D · $7,717,554 sold of $7,717,554 · 3 investors · min. $117,554 · role: Executive Officer EDGAR ↗

Raised $7.72M from 3 investors (100% of the $7.72M target) 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: Upper90

Crusoe Equity VI SPV, LLC

Providence, RI · Jan 12, 2026
  • Jan 12, 2026 · D · $10,000,000 sold of $10,000,000 · 50 investors · min. $10,000 · role: Executive Officer EDGAR ↗

Raised $10M from 50 investors (100% of the $10M target) 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: Upper90

Upper90 Octane Equity SPV III, LLC

Providence, RI · Nov 5, 2025
  • Nov 5, 2025 · D · $4,050,000 sold of $4,050,000 · 18 investors · min. $10,000 · role: Executive Officer EDGAR ↗

Raised $4.05M from 18 investors (100% of the $4.05M target) 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: Upper90

Upper90 Crusoe Equity V SPV LLC

Providence, RI · Nov 20, 2024
  • Nov 20, 2024 · D · $23,000,000 sold of $23,000,000 · 9 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $23M from 9 investors (100% of the $23M target) 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: Upper90

Crusoe Acquisition Partners 2024, LLC

Providence, RI · Jul 30, 2024
  • Jul 30, 2024 · D · $13,790,000 sold of $13,790,000 · 64 investors · min. $5,000 · role: Executive Officer EDGAR ↗

Raised $13.8M from 64 investors (100% of the $13.8M target) 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: Upper90

Upper90 Crusoe Loan II SPV LLC

Providence, RI · Jun 5, 2024
  • Jun 5, 2024 · D · $20,850,000 sold of $20,850,000 · 66 investors · min. $10,000 · role: Executive Officer EDGAR ↗

Raised $20.9M from 66 investors (100% of the $20.9M target) 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: Upper90

Crusoe Bridge Equity SPV LLC

Providence, RI · Jan 19, 2024
  • Jan 19, 2024 · D · $4,640,000 sold of $4,640,000 · 0 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $4.64M (100% of the $4.64M target) 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: Upper90

Upper90 Crusoe Loan SPV LLC

Providence, RI · Oct 11, 2023 → Jan 18, 2024 · 2 filings
  • Jan 18, 2024 · D/A · $10,565,000 sold of $10,565,000 · 0 investors · min. $15,000 · role: Executive Officer EDGAR ↗
  • Oct 11, 2023 · D · $10,565,000 sold of $10,565,000 · 0 investors · min. $15,000 · role: Executive Officer EDGAR ↗

Raised $10.6M (100% of the $10.6M target) 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: Upper90

Upper90 Fund III, LP

Providence, RI · Jul 1, 2022 → Jun 30, 2023 · 2 filings
  • Jun 30, 2023 · D/A · $312,592,500 sold of Indefinite · 306 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Jul 1, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

Raised $312.6M from 306 investors 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: Upper90

Upper90 Fund III Feeder, LP

Providence, RI · Apr 25, 2023
  • Apr 25, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

No sales reported yet 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: Upper90

Upper90 Fund III Parallel Master, LP

Providence, RI · Apr 25, 2023
  • Apr 25, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

No sales reported yet 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: Upper90

Upper90 Crusoe Equity IV SPV LLC

New York, NY · Apr 14, 2022
  • Apr 14, 2022 · D · $7,670,000 sold of $7,670,000 · 46 investors · min. $10,000 · role: Director EDGAR ↗

Raised $7.67M from 46 investors (100% of the $7.67M target) as of the latest filing. William is listed as director.

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: Upper90

Upper90 Heroes Equity SPV LLC

New York, NY · Jan 27, 2022
  • Jan 27, 2022 · D · $14,110,000 sold of $14,110,000 · 67 investors · min. $5,000 · role: Director EDGAR ↗

Raised $14.1M from 67 investors (100% of the $14.1M target) as of the latest filing. William is listed as director.

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: Upper90

Upper90 Thrasio IX SPV LP

New York, NY · Dec 27, 2021
  • Dec 27, 2021 · D · $32,000,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

Raised $32M from 9 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: Upper90

Thrasio Acquisition Partners II LLC

New York, NY · Nov 30, 2021 → Dec 21, 2021 · 2 filings
  • Dec 21, 2021 · D/A · $39,995,000 sold of $39,995,000 · 39 investors · min. $10,000 · role: Director EDGAR ↗
  • Nov 30, 2021 · D · $5,500,000 sold of $5,500,000 · 16 investors · min. $20,000 · role: Director EDGAR ↗

Raised $40M from 39 investors (100% of the $40M target) as of the latest filing. William is listed as director 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.

Other Technology

One CC Software, Inc.

New York, NY · Nov 19, 2021
  • Nov 19, 2021 · D · $3,053,000 sold of $4,081,000 · 30 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3.05M from 30 investors (75% of the $4.08M target) as of the latest filing. William is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 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: Upper90

Upper90 Magic Car Wash Equity SPV LLC

New York, NY · Nov 16, 2021
  • Nov 16, 2021 · D · $1,083,000 sold of $1,083,000 · 7 investors · min. $8,000 · role: Director EDGAR ↗

Raised $1.08M from 7 investors (100% of the $1.08M target) as of the latest filing. William is listed as director.

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: Upper90

Elevate Acquisition VI S LLC

New York, NY · Oct 20, 2021
  • Oct 20, 2021 · D · $0 sold of $1,000,000 · 1 investors · min. $500,000 · role: Director EDGAR ↗

1 investors reported; no amount sold yet as of the latest filing. William is listed as director.

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: Upper90

Elevate Acquisition VII S LLC

New York, NY · Oct 20, 2021
  • Oct 20, 2021 · D · $0 sold of $15,050,000 · 1 investors · min. $500,000 · role: Director EDGAR ↗

1 investors reported; no amount sold yet as of the latest filing. William is listed as director.

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: Upper90

Upper90 Clutch Equity SPV II LLC

New York, NY · Sep 15, 2021
  • Sep 15, 2021 · D · $3,030,000 sold of $3,030,000 · 26 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $3.03M from 26 investors (100% of the $3.03M target) 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: Upper90

Upper90 Fund II, LP

New York, NY · Aug 20, 2021
  • Aug 20, 2021 · D/A · $187,647,500 sold of Indefinite · 299 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

Raised $187.6M from 299 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: Upper90

Upper90 Beacon Equity SPV LLC

New York, NY · Aug 13, 2021
  • Aug 13, 2021 · D · $9,150,000 sold of $9,150,000 · 80 investors · min. $3,000 · role: Executive Officer EDGAR ↗

Raised $9.15M from 80 investors (100% of the $9.15M target) 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.

Business Services

Recom Trading Inc.

New York, NY · Jul 27, 2021
  • Jul 27, 2021 · D · $32,734,802 sold of $34,999,764 · 36 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $32.7M from 41 investors (94% of the $35M target) as of the latest filing. William is listed as director.

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: Business Services / 506(b) (965 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: Upper90

Elevate Acquisition IV S LLC

New York, NY · Jul 2, 2021
  • Jul 2, 2021 · D · $26,600,000 sold of $26,600,000 · 106 investors · min. $10,000 · role: Director EDGAR ↗

Raised $26.6M from 106 investors (100% of the $26.6M target) as of the latest filing. William is listed as director.

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: Upper90

Upper90 Octane Equity SPV II LLC

New York, NY · Jun 4, 2021
  • Jun 4, 2021 · D · $7,200,000 sold of $7,200,000 · 53 investors · min. $10,000 · role: Director EDGAR ↗

Raised $7.2M from 53 investors (100% of the $7.2M target) as of the latest filing. William is listed as director.

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: Upper90

Upper90 AcquCo I S LLC

New York, NY · May 11, 2021
  • May 11, 2021 · D · $7,200,786 sold of $7,200,786 · 70 investors · min. $10,143 · role: Director EDGAR ↗

Raised $7.2M from 70 investors (100% of the $7.2M target) as of the latest filing. William is listed as director.

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: Upper90

Upper90 Crusoe Equity III SPV LLC

New York, NY · Apr 23, 2021
  • Apr 23, 2021 · D · $4,850,000 sold of $4,850,000 · 38 investors · min. $25,000 · role: Director EDGAR ↗

Raised $4.85M from 38 investors (100% of the $4.85M target) as of the latest filing. William is listed as director.

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: Upper90

Upper90 Thrasio VIII SPV LLC

New York, NY · Apr 22, 2021
  • Apr 22, 2021 · D · $5,500,000 sold of $5,500,000 · 55 investors · min. $5,000 · role: Director (Managing member of managing member of issuer) EDGAR ↗

Raised $5.5M from 55 investors (100% of the $5.5M target) as of the latest filing. William is listed as director.

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: Upper90

Upper90 Loan SPV I LLC

New York, NY · Apr 13, 2021 → Apr 22, 2021 · 4 filings
  • Apr 22, 2021 · D/A · $26,725,000 sold of $26,725,000 · 94 investors · min. $20,000 · role: Director (Managing member of managing member of issuer) EDGAR ↗
  • Apr 15, 2021 · D/A · $28,500,000 sold of $28,500,000 · 94 investors · min. $20,000 · role: Director (Managing member of managing member of issuer) EDGAR ↗
  • Apr 14, 2021 · D/A · $28,500,000 sold of $28,500,000 · 94 investors · min. $20,000 · role: Director (Managing member of managing member of issuer) EDGAR ↗
  • Apr 13, 2021 · D · $28,500,000 sold of $28,500,000 · 94 investors · min. $20,000 · role: Director (Managing member of managing member of issuer) EDGAR ↗

Raised $28.5M from 94 investors (100% of the $26.7M target) as of the latest filing. William is listed as director on 4 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: Upper90

Upper90 Thrasio VI, LLC

New York, NY · Apr 15, 2020
  • Apr 15, 2020 · D · $0 sold of $22,500,000 · 0 investors · min. No minimum reported · role: Director (Member of Issuer) EDGAR ↗

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

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: Upper90

Upper90 Fund, LP

New York, NY · Jun 25, 2018
  • Jun 25, 2018 · D · $46,725,000 sold of $75,000,000 · 67 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $46.7M from 67 investors (62% of the $75M target) 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.

People around William 28

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

Management entity

Upper90 Partners Equity SPV GP III LLC

Director, Executive Officer · 11 shared filings (10 issuers)

Upper90 Partners Equity SPV GP III LLC is on 10 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Upper90 Capital Management, LP

Promoter · 10 shared filings (9 issuers)

Upper90 Capital Management, LP is on 9 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Upper90 Partners Equity SPV GP V, LLC

Director, Promoter · 5 shared filings (5 issuers)

Upper90 Partners Equity SPV GP V, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Upper90 Capital Management, L.P.

Director, Executive Officer, Promoter · 4 shared filings (4 issuers) · also on 14 other issuers

Upper90 Capital Management, L.P. is on 18 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Upper90 Partners SPV GP III

Director · 4 shared filings (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

Management entity

Upper90 Partners GP III, LLC

Executive Officer · 3 shared filings (3 issuers)

Listed on the same filings as William Libby. Their page shows their other deals.

Management entity

Upper90 Partners Equity SPV GP

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

Upper90 Partners Equity SPV GP is on 10 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Upper90 Partners GP II, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

Management entity

Upper90 Partners GP III, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

Management entity

Upper90 Partners SPV GP IV, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

Management entity

Upper90 Partners SPV GP V, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

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

Alex Urdea

Executive Officer, Director · 9 shared filings (6 issuers) · also on 3 other issuers

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

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

Robert Bell

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as William Libby. Their page shows their other deals.

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

Mark Gerson

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

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

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

Jason Finger

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

Listed on the same filings as William Libby. Their page shows their other deals.

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

Ryan Gnesin

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

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

James Stein

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

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

Sean Glass

Director · 1 shared filing (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

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

Jeremy Bell

Director · 1 shared filing (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

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

Herch Klaff

Director · 1 shared filing (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

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

Theodore Gold

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as William Libby. Their page shows their other deals.

The team behind the deals

Sponsor group

Upper90

56 issuers · 75 filings · $1.08B reported sold · 2018–2026

One team, 56 deal companies. William Libby 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 William Libby.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 12 of the 36 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Upper90 Octane Equity SPV III, LLC, Upper90 Crusoe Equity V SPV LLC, Crusoe Acquisition Partners 2024, LLC, Upper90 Crusoe Loan II SPV LLC, Crusoe Bridge Equity SPV LLC, Upper90 Crusoe Loan SPV LLC, Upper90 Fund III, LP, Upper90 Fund III Feeder, LP, Upper90 Fund III Parallel Master, LP, Upper90 Thrasio IX SPV LP, Upper90 Fund II, LP, Upper90 Thrasio VI, LLC.

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 Libby 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 36 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers William Libby is listed on: none on file. No website or social profile named in Upper90 Fund II, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #182,753 of 374,652 in line (1,149 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 (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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