Sponsor Check › Private Advisors Small › Issuer
Corporation · organized in CAYMAN ISLANDS · formed more than five years before filing · GRAND CAYMAN, E9 · SEC CIK 1459910
Part of sponsor group: Private Advisors Small (53 issuers, 234 filings) · grouped because: shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names · confidence 78% · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Jun 22, 2022 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
Not yet searched.
Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
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Search queued. Results are added automatically; check back later or follow this page to be notified.
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Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or its Form ADV) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.
1 of 1 offering reports sales commissions totalling $35,433,641; 0 report finder's fees; 1 reports proceeds to related persons totalling $100,000. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Jun 22, 2022 D/A File 021-129318 | $35,433,641 (est.) | $0 | $100,000 (est.) Apogem Capital LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. | North Bridge Capital BrokerCheck CRD 107320 ↗ Deutsche Bank BrokerCheck CRD 2525 ↗ Morgan Stanley Wealth Management BrokerCheck CRD 149777 ↗ NYLIFE Distributors LLC BrokerCheck CRD 35350 ↗ McMorgan & Company LLC BrokerCheck CRD 137222 ↗ |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
0 recorded documents and 0 ownership records matched to Private Advisors Hedged Equity Fund (QP) Ltd. in the sources searched.
Not found in sources searched (no on-demand check has run yet): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c); NYC PLUTO ownership via NYC Open Data (64uk-42ks); Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp); Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and ownership, refreshed monthly); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL, Harris County TX, Dallas County TX (assessor ownership and deed/sale records only); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:03 PM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this issuer (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Counterparties that are not business entities are shown as "an individual (name withheld)"; residential addresses are never shown. Items still in human review are not shown.
Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.
| File no. | Original Form D | Latest filing | Amendments | Offered (latest) | Sold (latest) | Industry (latest) |
|---|---|---|---|---|---|---|
| 021-129318 | not in our index | Jun 22, 2022 D/A EDGAR ↗ | 15 latest Jun 22, 2022 | Indefinite | $711,496,234 | Pooled Investment Fund |
Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.
| Filing | Form D/A (amendment) filed Jun 22, 2022 · amends 0001459910-21-000002 ↗ SEC file no. 021-129318 · accession 0001605502-22-000003 · filing 15 of 15 in this offering |
|---|---|
| Raise progress | $711,496,234 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 Issuer's note: The total amount sold and the number of investors disclosed on this Form D do not take redemptions and/or withdrawals into consideration. |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Jun 22, 2022 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jun 22, 2022. Most recent amendment for this offering in our index: this filing, Jun 22, 2022. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 122 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: CA, FL, MA, NY, OH, PA, SC, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Wealth Management — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 137222 ↗ Solicits in: AL, AZ, CA, FL, IL, NY, OH, OR, PA, WA |
| Money to insiders | Sales commissions: $35,433,641 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $100,000 (est.) Issuer's note: Apogem Capital LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | Gregory W. Ciaverelli, Chief Administrative Officer of Apogem Capital LLC, Inv Mgr (Jun 22, 2022) |
| Changes vs previous filing |
Compared with the D/A filed Jun 24, 2021 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 122. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Jun 24, 2021 · amends 0001459910-20-000001 ↗ SEC file no. 021-129318 · accession 0001459910-21-000002 · filing 14 of 15 in this offering |
|---|---|
| Raise progress | $708,046,234 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 Issuer's note: The total amount sold and the number of investors disclosed on this Form D do not take redemptions and/or withdrawals into consideration. |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Jun 24, 2021 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jun 24, 2021. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 121 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: CA, FL, MA, NY, OH, PA, SC, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Wealth Management — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 137222 ↗ Solicits in: AL, AZ, CA, FL, IL, NY, OH, OR, PA, WA |
| Money to insiders | Sales commissions: $35,287,017 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $100,000 (est.) Issuer's note: PA Capital LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | Gregory W. Ciaverelli, Chief Operating Officer of PA Capital LLC the Inv Mgr (Jun 24, 2021) |
| Changes vs previous filing |
Compared with the D/A filed Jun 24, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 121. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Jun 24, 2020 · amends 0001459910-19-000001 ↗ SEC file no. 021-129318 · accession 0001459910-20-000001 · filing 13 of 15 in this offering |
|---|---|
| Raise progress | $705,246,234 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 Issuer's note: The total amount sold and the number of investors disclosed on this Form D do not take redemptions and/or withdrawals into consideration. |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Jun 24, 2020 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jun 24, 2020. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 118 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: CA, FL, MA, NY, OH, PA, SC, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Wealth Management — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 137222 ↗ Solicits in: AL, AZ, CA, FL, IL, NY, OH, OR, PA, WA |
| Money to insiders | Sales commissions: $35,057,998 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $100,000 (est.) Issuer's note: PA Capital LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | Gregory W. Ciaverelli, Chief Operating Officer of PA Capital LLC the Inv Mgr (Jun 24, 2020) |
| Changes vs previous filing |
Compared with the D/A filed Jun 24, 2019 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 118. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Jun 24, 2019 · amends 0001459910-18-000001 ↗ SEC file no. 021-129318 · accession 0001459910-19-000001 · filing 12 of 15 in this offering |
|---|---|
| Raise progress | $701,246,234 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 Issuer's note: The total amount sold and the number of investors disclosed on this Form D do not take redemptions and/or withdrawals into consideration. |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Jun 24, 2019 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jun 24, 2019. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 116 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: CA, FL, MA, NY, OH, PA, SC, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Wealth Management — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 137222 ↗ Solicits in: AL, AZ, CA, FL, IL, NY, OH, OR, PA, WA |
| Money to insiders | Sales commissions: $34,689,655 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $100,000 (est.) Issuer's note: Private Advisors, LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | Gregory Ciaverelli, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Jun 24, 2019) |
| Changes vs previous filing |
Compared with the D/A filed Jun 29, 2018 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 116. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Jun 29, 2018 · amends 0001459910-17-000001 ↗ SEC file no. 021-129318 · accession 0001459910-18-000001 · filing 11 of 15 in this offering |
|---|---|
| Raise progress | $701,246,234 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 Issuer's note: The total amount sold and the number of investors disclosed on this Form D do not take redemptions and/or withdrawals into consideration. |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Jun 29, 2018 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jun 29, 2018. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 116 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: CA, FL, MA, NY, OH, PA, SC, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Wealth Management — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 137222 ↗ Solicits in: AL, AZ, CA, FL, IL, NY, OH, OR, PA, WA |
| Money to insiders | Sales commissions: $34,376,458 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $100,000 (est.) Issuer's note: Private Advisors, LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | Gregory Ciaverelli, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Jun 29, 2018) |
| Changes vs previous filing |
Compared with the D/A filed Jun 30, 2017 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 116. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Jun 30, 2017 · amends 0001459910-16-000004 ↗ SEC file no. 021-129318 · accession 0001459910-17-000001 · filing 10 of 15 in this offering |
|---|---|
| Raise progress | $701,246,234 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 Issuer's note: The total amount sold and the number of investors disclosed on this Form D do not take redemptions and/or withdrawals into consideration. |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Jun 30, 2017 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jun 30, 2017. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 115 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: MA, NY, OH, PA, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Wealth Management — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 115060 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $33,947,516 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $100,000 (est.) Issuer's note: Private Advisors, LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | Gregory Ciaverelli, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Jun 30, 2017) |
| Changes vs previous filing |
Compared with the D/A filed Jul 1, 2016 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 115. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Jul 1, 2016 · amends 0001459910-16-000002 ↗ SEC file no. 021-129318 · accession 0001459910-16-000004 · filing 9 of 15 in this offering |
|---|---|
| Raise progress | $698,246,234 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 Issuer's note: The total amount sold and the number of investors disclosed on this Form D do not take redemptions and/or withdrawals into consideration. |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Jul 1, 2016 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jul 1, 2016. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 114 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: MA, NY, OH, PA, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Wealth Management — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 115060 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $33,643,268 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $100,000 (est.) Issuer's note: Private Advisors, LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | Gregory Ciaverelli, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Jul 1, 2016) |
| Changes vs previous filing |
Compared with the D/A filed Mar 31, 2016 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 114. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Mar 31, 2016 · amends 0001459910-15-000001 ↗ SEC file no. 021-129318 · accession 0001459910-16-000002 · filing 8 of 15 in this offering |
|---|---|
| Raise progress | $695,984,169 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 Issuer's note: The total amount sold and the number of investors disclosed on this Form D do not take redemptions and/or withdrawals into consideration. |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 31, 2016 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Mar 31, 2016. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 113 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: MA, NY, OH, PA, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Wealth Management — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 115060 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $3,399,551 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $100,000 (est.) Issuer's note: Private Advisors, LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | James J. Shannon, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Mar 31, 2016) |
| Changes vs previous filing |
Compared with the D/A filed Mar 13, 2015 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 113. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Mar 13, 2015 · amends 0001459910-14-000001 ↗ SEC file no. 021-129318 · accession 0001459910-15-000001 · filing 7 of 15 in this offering |
|---|---|
| Raise progress | $624,762,295 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 Issuer's note: The total amount sold and the number of investors disclosed on this Form D do not take redemptions and/or withdrawals into consideration. |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 13, 2015 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Mar 13, 2015. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 107 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: MA, NY, OH, PA, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Wealth Management — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 115060 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $2,868,764 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $100,000 (est.) Issuer's note: Private Advisors, LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | James J. Shannon, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Mar 13, 2015) |
| Changes vs previous filing |
Compared with the D/A filed Mar 14, 2014 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 107. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Mar 14, 2014 · amends 0001459910-13-000002 ↗ SEC file no. 021-129318 · accession 0001459910-14-000001 · filing 6 of 15 in this offering |
|---|---|
| Raise progress | $580,989,025 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 14, 2014 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Mar 14, 2014. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 95 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Over $100,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: MA, NY, OH, PA, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Smith Barney LLC — FINRA BrokerCheck CRD 7059 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 115060 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $2,377,035 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $90,000 (est.) Issuer's note: Private Advisors, LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | James J. Shannon, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Mar 14, 2014) |
| Changes vs previous filing |
Compared with the D/A filed Sep 17, 2013 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 95. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Sep 17, 2013 · amends 0001459910-12-000001 ↗ SEC file no. 021-129318 · accession 0001459910-13-000002 · filing 5 of 15 in this offering |
|---|---|
| Raise progress | $580,989,025 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Sep 17, 2013 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Sep 17, 2013. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 95 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Over $100,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: MA, NY, OH, PA, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Smith Barney LLC — FINRA BrokerCheck CRD 7059 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States McMorgan & Company LLC — FINRA BrokerCheck CRD 115060 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $2,377,035 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $90,000 (est.) Issuer's note: Private Advisors, LLC or an affiliate will receive an investment management fee from the Issuer quarterly. The fee will generally be equal to a percentage of the net asset value of the Issuer's investors as specified in the Issuer's offering documents. |
| Signed by | James J. Shannon, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Sep 17, 2013) |
| Changes vs previous filing |
Compared with the D/A filed Mar 15, 2013 (EDGAR ↗). The issuer's form cites 0001459910-12-000001 as the filing it amends; the comparison here is with the filing immediately before this one in the same offering. Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 95. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Mar 15, 2013 · amends 0001459910-12-000001 ↗ SEC file no. 021-129318 · accession 0001459910-13-000001 · filing 4 of 15 in this offering |
|---|---|
| Raise progress | $500,500,000 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 15, 2013 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Mar 15, 2013. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 102 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Over $100,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: MA, NY, OH, PA, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Smith Barney Inc. — FINRA BrokerCheck CRD 7059 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States New York Life Investments International Ltd. — no CRD number reported |
| Money to insiders | Sales commissions: $2,769,755 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $17,252,047 (est.) |
| Signed by | James J. Shannon, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Mar 15, 2013) |
| Changes vs previous filing |
Compared with the D/A filed Mar 16, 2012 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 102. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Mar 16, 2012 · amends 0001459910-11-000001 ↗ SEC file no. 021-129318 · accession 0001459910-12-000001 · filing 3 of 15 in this offering |
|---|---|
| Raise progress | $448,299,550 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 16, 2012 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Mar 16, 2012. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 99 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Over $100,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: MA, NY, OH, PA, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Smith Barney Inc. — FINRA BrokerCheck CRD 7059 ↗ Solicits in: All States NYLIFE Distributors LLC — FINRA BrokerCheck CRD 35350 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $2,377,035 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $12,246,538 (est.) |
| Signed by | James J. Shannon, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Mar 16, 2012) |
| Changes vs previous filing |
Compared with the D/A filed Mar 16, 2011 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 99. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Mar 16, 2011 · amends 0001459910-10-000001 ↗ SEC file no. 021-129318 · accession 0001459910-11-000001 · filing 2 of 15 in this offering |
|---|---|
| Raise progress | $447,700,000 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 16, 2011 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Mar 16, 2011. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 93 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Over $100,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Solicits in: MA, NY, OH, PA, VA, VT Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Morgan Stanley Smith Barney Inc. — FINRA BrokerCheck CRD 7059 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $1,916,547 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $7,370,646 (est.) |
| Signed by | James J. Shannon, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Mar 15, 2011) |
| Changes vs previous filing |
Compared with the D/A filed Mar 17, 2010 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 93. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Mar 17, 2010 · amends a pre-2008 paper filing (EDGAR accession 9999999997-09-014015, no electronic copy) SEC file no. 021-129318 · accession 0001459910-10-000001 · filing 1 of 15 in this offering |
|---|---|
| Raise progress | $357,300,000 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2004 |
| Filing timing | Date of first sale: Jan 1, 2004 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 17, 2010 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 8,332 days (22.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Mar 17, 2010. Most recent amendment for this offering in our index: Jun 22, 2022 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 87 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only |
| Minimum investment accepted | $100,000 |
| Securities offered | Pooled investment fund interests |
| Entity details | Organized in CAYMAN ISLANDS · formed more than five years before filing · net asset value range: Over $100,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Pooled Investment Fund (Hedge Fund) |
| Who is paid to sell it | North Bridge Capital — FINRA BrokerCheck CRD 107320 ↗ Deutsche Bank — FINRA BrokerCheck CRD 2525 ↗ Solicits in: All States Smith Barney Inc. — FINRA BrokerCheck CRD 7059 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $1,463,640 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $3,257,613 (est.) |
| Signed by | James J. Shannon, Chief Operating Officer of Private Advisors, LLC the Inv Mgr (Mar 16, 2010) |
| Changes vs previous filing | Previous filing in this offering: a pre-2008 paper filing that is not on EDGAR in electronic form. No comparison is shown. |
| Market context | Minimum investment: $100,000. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 87. Typical range: 4–27. "Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Amendment filed | File no. | Compared with | What changed (both values as filed) |
|---|---|---|---|
| Jun 22, 2022 EDGAR ↗ | 021-129318 | Jun 24, 2021 D/A | total sold: $708,046,234 (Jun 24, 2021) → $711,496,234 (Jun 22, 2022) · investors: 121 (Jun 24, 2021) → 122 (Jun 22, 2022) · minimum investment: $100,000 (Jun 24, 2021) → $1,000,000 (Jun 22, 2022) · and 1 more (open the filing above) |
| Jun 24, 2021 EDGAR ↗ | 021-129318 | Jun 24, 2020 D/A | total sold: $705,246,234 (Jun 24, 2020) → $708,046,234 (Jun 24, 2021) · investors: 118 (Jun 24, 2020) → 121 (Jun 24, 2021) · sales commissions: $35,057,998 (Jun 24, 2020) → $35,287,017 (Jun 24, 2021) · and 2 more (open the filing above) |
| Jun 24, 2020 EDGAR ↗ | 021-129318 | Jun 24, 2019 D/A | total sold: $701,246,234 (Jun 24, 2019) → $705,246,234 (Jun 24, 2020) · investors: 116 (Jun 24, 2019) → 118 (Jun 24, 2020) · sales commissions: $34,689,655 (Jun 24, 2019) → $35,057,998 (Jun 24, 2020) · and 2 more (open the filing above) |
| Jun 24, 2019 EDGAR ↗ | 021-129318 | Jun 29, 2018 D/A | sales commissions: $34,376,458 (Jun 29, 2018) → $34,689,655 (Jun 24, 2019) |
| Jun 29, 2018 EDGAR ↗ | 021-129318 | Jun 30, 2017 D/A | investors: 115 (Jun 30, 2017) → 116 (Jun 29, 2018) · sales commissions: $33,947,516 (Jun 30, 2017) → $34,376,458 (Jun 29, 2018) |
| Jun 30, 2017 EDGAR ↗ | 021-129318 | Jul 1, 2016 D/A | total sold: $698,246,234 (Jul 1, 2016) → $701,246,234 (Jun 30, 2017) · investors: 114 (Jul 1, 2016) → 115 (Jun 30, 2017) · sales commissions: $33,643,268 (Jul 1, 2016) → $33,947,516 (Jun 30, 2017) |
| Jul 1, 2016 EDGAR ↗ | 021-129318 | Mar 31, 2016 D/A | total sold: $695,984,169 (Mar 31, 2016) → $698,246,234 (Jul 1, 2016) · investors: 113 (Mar 31, 2016) → 114 (Jul 1, 2016) · sales commissions: $3,399,551 (Mar 31, 2016) → $33,643,268 (Jul 1, 2016) · and 2 more (open the filing above) |
| Mar 31, 2016 EDGAR ↗ | 021-129318 | Mar 13, 2015 D/A | total sold: $624,762,295 (Mar 13, 2015) → $695,984,169 (Mar 31, 2016) · investors: 107 (Mar 13, 2015) → 113 (Mar 31, 2016) · sales commissions: $2,868,764 (Mar 13, 2015) → $3,399,551 (Mar 31, 2016) · and 1 more (open the filing above) |
| Mar 13, 2015 EDGAR ↗ | 021-129318 | Mar 14, 2014 D/A | total sold: $580,989,025 (Mar 14, 2014) → $624,762,295 (Mar 13, 2015) · investors: 95 (Mar 14, 2014) → 107 (Mar 13, 2015) · sales commissions: $2,377,035 (Mar 14, 2014) → $2,868,764 (Mar 13, 2015) · and 4 more (open the filing above) |
| Mar 14, 2014 EDGAR ↗ | 021-129318 | Sep 17, 2013 D/A | exemption: Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only (Sep 17, 2013) → Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only (Mar 14, 2014) · related persons added (Mar 14, 2014): Timothy G. Berry · related persons no longer listed (Mar 14, 2014): Charles M. Johnson, III |
| Sep 17, 2013 EDGAR ↗ | 021-129318 | Mar 15, 2013 D/A | total sold: $500,500,000 (Mar 15, 2013) → $580,989,025 (Sep 17, 2013) · investors: 102 (Mar 15, 2013) → 95 (Sep 17, 2013) · sales commissions: $2,769,755 (Mar 15, 2013) → $2,377,035 (Sep 17, 2013) · and 3 more (open the filing above) |
| Mar 15, 2013 EDGAR ↗ | 021-129318 | Mar 16, 2012 D/A | total sold: $448,299,550 (Mar 16, 2012) → $500,500,000 (Mar 15, 2013) · investors: 99 (Mar 16, 2012) → 102 (Mar 15, 2013) · sales commissions: $2,377,035 (Mar 16, 2012) → $2,769,755 (Mar 15, 2013) · and 2 more (open the filing above) |
| Mar 16, 2012 EDGAR ↗ | 021-129318 | Mar 16, 2011 D/A | total sold: $447,700,000 (Mar 16, 2011) → $448,299,550 (Mar 16, 2012) · investors: 93 (Mar 16, 2011) → 99 (Mar 16, 2012) · sales commissions: $1,916,547 (Mar 16, 2011) → $2,377,035 (Mar 16, 2012) · and 2 more (open the filing above) |
| Mar 16, 2011 EDGAR ↗ | 021-129318 | Mar 17, 2010 D/A | total sold: $357,300,000 (Mar 17, 2010) → $447,700,000 (Mar 16, 2011) · investors: 87 (Mar 17, 2010) → 93 (Mar 16, 2011) · sales commissions: $1,463,640 (Mar 17, 2010) → $1,916,547 (Mar 16, 2011) · and 1 more (open the filing above) |
| Mar 17, 2010 EDGAR ↗ | 021-129318 | not in our index | No comparison (previous filing not in our index) |
Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.
All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Jun 22, 2022. Industry as reported, by offering: One offering, reported as Pooled Investment Fund (Mar 17, 2010).
| Name | Relationship | Address state | On filings (first → last) | Also listed on |
|---|---|---|---|---|
| Alaina W. Danley | Director | E9 | Jun 24, 2021 → Jun 22, 2022 on 2 of 15 filings listed on the latest filing | 3 other issuers |
| Alan W. Kelly | Director | E9 | Jun 24, 2020 → Jun 22, 2022 on 3 of 15 filings listed on the latest filing | 2 other issuers |
| Christopher W. Stringer | Promoter | VA | Jul 1, 2016 → Jun 22, 2022 on 7 of 15 filings listed on the latest filing | 4 other issuers |
| Gregory W. Ciaverelli | Promoter | VA | Jul 1, 2016 → Jun 22, 2022 on 7 of 15 filings listed on the latest filing | 19 other issuers |
| Louis W. Moelchert, Jr. also filed as Louis W. Moelchert; III; Louis W. Moelchert; Jr. | Promoter | VA | Mar 17, 2010 → Jun 22, 2022 on 15 of 15 filings listed on the latest filing | 48 other issuers |
| Don W. Seymour | Director | E9 | Mar 17, 2010 → Jun 24, 2020 on 13 of 15 filings not listed on the latest filing (Jun 22, 2022) | 10 other issuers |
| David W. Bree | Director | E9 | Mar 17, 2010 → Jun 24, 2019 on 12 of 15 filings not listed on the latest filing (Jun 22, 2022) | 16 other issuers |
| Gregory J Ciaverelli | Promoter | VA | Mar 31, 2016 on 1 of 15 filings not listed on the latest filing (Jun 22, 2022) | 13 other issuers |
| James J. Shannon also filed as James J Shannon | Promoter | VA | Mar 31, 2016 on 1 of 15 filings not listed on the latest filing (Jun 22, 2022) | 19 other issuers |
| Timothy G. Berry | Promoter | VA | Mar 14, 2014 → Mar 31, 2016 on 3 of 15 filings not listed on the latest filing (Jun 22, 2022) | 11 other issuers |
| Charles M. Johnson, III also filed as Charles M. Johnson; III | Promoter | VA | Mar 17, 2010 → Sep 17, 2013 on 5 of 15 filings not listed on the latest filing (Jun 22, 2022) | 21 other issuers |
Executive officers, directors and promoters as self-reported by the issuer; spelling variants of one person are merged. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
Other issuers listing the same people (showing 40 of 166):
Shared address: this business address appears on filings for 1 other issuer. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet collected.
Sources to be searched: sponsor website, Internet Archive, press index (GDELT), Form ADV. A sponsor's website is known only from an approved profile claim or the issuer's own Form ADV; we never look it up elsewhere and never collect personal or family accounts.
Entity standing: not checked (no official programmatic source for E9 yet).
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