Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Pzena Focused Credit Opportunities Fund, LP See All Filings	D/A	2025-03-04 12:02:52 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Pzena Financial Services, LLC CIK Number 0002000633 Filed Document 0001393725-25-000060 Exclusions or Exemptions 506b Accepted Date 2025-03-04 12:02:52 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
Pzena Emerging Markets Focused Value Fund (GT) a separate investment fund of Pzena Value Group Trust See All Filings	D/A	2025-03-04 12:01:30 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Pzena Financial Services, LLC CIK Number 0001592345 Filed Document 0001393725-25-000059 Exclusions or Exemptions 506b Accepted Date 2025-03-04 12:01:30 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
NH LEGAL CARE TRUST See All Filings	D	2025-03-04 11:59:49 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0002058878 Filed Document 0002058878-25-000001 Exclusions or Exemptions 506c Accepted Date 2025-03-04 11:59:49 UTC Type of Offering D Industry Other Banking and Financial Services Principal Place of Business FLORIDA Revenue or Assets $$25,000,001 - $100,000,000 Type of Security Equity
Concentrated Value Strategy LP See All Filings	D/A	2025-03-04 11:59:11 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001554985 Filed Document 0001554985-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:59:11 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Rothko Emerging Markets Small Cap Equity Fund, L.P. See All Filings	D/A	2025-03-04 11:58:34 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001634688 Filed Document 0001393725-25-000058 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:58:34 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Rothko Emerging Markets All Cap Equity Fund, L.P. See All Filings	D/A	2025-03-04 11:57:57 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001634683 Filed Document 0001393725-25-000057 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:57:57 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
ROTHKO BROAD INTERNATIONAL SMALL CAP EQUITY FUND, L.P. See All Filings	D/A	2025-03-04 11:56:42 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001699179 Filed Document 0001393725-25-000056 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:56:42 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Strategic US Equity Trust See All Filings	D	2025-03-04 11:56:15 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0000932244 Filed Document 0000932244-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:56:15 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian U.S. Large Cap Equity Fund, L.P. See All Filings	D/A	2025-03-04 11:55:33 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001447881 Filed Document 0001393725-25-000055 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:55:33 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN LOCAL CURRENCY EMERGING MARKETS DEBT FUND, L.P. See All Filings	D/A	2025-03-04 11:54:50 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001447880 Filed Document 0001393725-25-000054 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:54:50 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN QRPEY LOCAL CURRENCY EMD FUND, L.P. See All Filings	D/A	2025-03-04 11:53:58 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001805310 Filed Document 0001393725-25-000053 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:53:58 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN INTERNATIONAL SMALL CAP EQUITY FUND L P See All Filings	D/A	2025-03-04 11:52:56 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001347701 Filed Document 0001393725-25-000052 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:52:56 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN INTERNATIONAL EQUITY FUND LP See All Filings	D/A	2025-03-04 11:52:01 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001319181 Filed Document 0001393725-25-000051 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:52:01 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Strategic Developed Markets Ex-U.S. Equity Trust See All Filings	D	2025-03-04 11:51:48 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0000932319 Filed Document 0000932319-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:51:48 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Tenaron Capital Relative Value Partners LP See All Filings	D/A	2025-03-04 11:51:29 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001702818 Filed Document 0000929638-25-001004 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:51:29 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian International Equity Focused Fund, L.P See All Filings	D/A	2025-03-04 11:51:09 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001853737 Filed Document 0001393725-25-000050 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:51:09 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian International Equity ESG Fund, L.P. See All Filings	D/A	2025-03-04 11:50:27 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001678639 Filed Document 0001393725-25-000049 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:50:27 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Tenaron Capital Relative Value Offshore Fund Ltd. See All Filings	D/A	2025-03-04 11:50:23 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001698958 Filed Document 0000929638-25-001002 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:50:23 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business CAYMAN ISLANDS Revenue or Assets Decline to Disclose Type of Security Equity
Mondrian International Aggregate Fixed Income Fund, L.P. See All Filings	D/A	2025-03-04 11:49:34 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001634672 Filed Document 0001393725-25-000048 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:49:34 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Strategic Funds SPC See All Filings	D	2025-03-04 11:49:16 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001302309 Filed Document 0000932328-25-000004 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:49:16 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business CAYMAN ISLANDS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN GLOBAL INFLATION-LINKED BONDS FUND, L.P. See All Filings	D/A	2025-03-04 11:48:47 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001504738 Filed Document 0001393725-25-000047 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:48:47 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN GLOBAL FIXED INCOME FUND LP See All Filings	D/A	2025-03-04 11:47:56 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001319178 Filed Document 0001393725-25-000046 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:47:56 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN GLOBAL EQUITY FUND LP See All Filings	D/A	2025-03-04 11:47:04 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001432110 Filed Document 0001393725-25-000045 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:47:04 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Strategic Portfolios (Restricted) Ltd SPC See All Filings	D	2025-03-04 11:47:02 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001458632 Filed Document 0000932328-25-000003 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:47:02 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business CAYMAN ISLANDS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian Global Equity ESG Fund, L.P. See All Filings	D/A	2025-03-04 11:46:11 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001761528 Filed Document 0001393725-25-000044 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:46:11 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN GLOBAL DEBT OPPORTUNITIES FUND LP See All Filings	D/A	2025-03-04 11:45:13 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001436150 Filed Document 0001393725-25-000043 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:45:13 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Gaingels Early Stage Fund I LLC See All Filings	D/A	2025-03-04 11:45:10 UTC
Amount To Be Raised $10,000,000 Associated Brokers / Dealers N/A CIK Number 0002013710 Filed Document 0002013710-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:45:10 UTC Type of Offering D/A Industry Other Principal Place of Business VERMONT Revenue or Assets Decline to Disclose Type of Security Equity
Mondrian Global All Countries World Equity Fund, L.P. See All Filings	D/A	2025-03-04 11:44:16 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001729749 Filed Document 0001393725-25-000042 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:44:16 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
CollectivRights Music Fund LP See All Filings	D	2025-03-04 11:43:51 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0002058970 Filed Document 0002058970-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:43:51 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business ALABAMA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
STRATEGIC INSTITUTIONAL FUNDS SPC See All Filings	D	2025-03-04 11:43:42 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001427934 Filed Document 0000932328-25-000002 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:43:42 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business CAYMAN ISLANDS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian Global Aggregate Fixed Income Fund, L.P. See All Filings	D/A	2025-03-04 11:43:15 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001634671 Filed Document 0001393725-25-000041 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:43:15 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN EMERGING MARKETS SMALL CAP EQUITY FUND, L.P. See All Filings	D/A	2025-03-04 11:42:28 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001534375 Filed Document 0001393725-25-000040 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:42:28 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian Emerging Markets Ex-China Equity Fund, L.P. See All Filings	D/A	2025-03-04 11:41:36 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001957395 Filed Document 0001393725-25-000039 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:41:36 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
LongWater SBIC Fund I LP See All Filings	D	2025-03-04 11:41:25 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0002058817 Filed Document 0002058817-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:41:25 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business NORTH DAKOTA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN EMERGING MARKETS EQUITY ESG FUND, L.P. See All Filings	D/A	2025-03-04 11:40:23 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001881962 Filed Document 0001393725-25-000038 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:40:23 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Strategic Hedge Fund Onshore Trust See All Filings	D	2025-03-04 11:40:03 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0000932328 Filed Document 0000932328-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:40:03 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business VIRGINIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MONDRIAN EMERGING MARKETS EQUITY FUND LP See All Filings	D/A	2025-03-04 11:39:28 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001319179 Filed Document 0001393725-25-000037 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:39:28 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian Emerging Markets Debt Opportunities Fund, L.P. See All Filings	D/A	2025-03-04 11:38:23 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001696342 Filed Document 0001393725-25-000036 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:38:23 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian China Concentrated Equity Fund, L.P. See All Filings	D/A	2025-03-04 11:37:33 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001761524 Filed Document 0001393725-25-000035 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:37:33 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Cambrian Systematic Strategies Ltd. See All Filings	D/A	2025-03-04 11:36:55 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001798112 Filed Document 0001798112-25-000002 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:36:55 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian China A-share Concentrated Equity Fund, L.P. See All Filings	D/A	2025-03-04 11:36:37 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001915390 Filed Document 0001393725-25-000034 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:36:37 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian All Countries World Ex US Equity Fund LP See All Filings	D/A	2025-03-04 11:35:30 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001336811 Filed Document 0001393725-25-000033 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:35:30 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Mondrian All Countries World ex-US, ex-China & ex-Hong Kong Equity Fund, L.P. See All Filings	D/A	2025-03-04 11:34:19 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001634680 Filed Document 0001393725-25-000032 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:34:19 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Cambrian Systematic Strategies LP See All Filings	D/A	2025-03-04 11:31:03 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001770080 Filed Document 0001770080-25-000002 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:31:03 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Clearlane Capital Fund LLC See All Filings	D/A	2025-03-04 11:26:30 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers American Portfolios Financial Services, Ameriprise Financial Services Inc., CHARLES SCHWAB & CO., INC., Glenmede Trust Company, NORTHERN TRUST SECURITIES, INC, Osaic Institutions, Osaic Wealth, Robert W. Baird & Co. Inc., Rockefeller Financial LLC, Sentry Advisors, American Portfolio Financial Services, Inc., Arkadios Capital, Caprock Group, Inc., Cresset Asset Management, LLC, NewEdge Wealth LLC, Oarsman Capital, Inc., Partners Capital Investment Group, LLP, Plante Moran Financial Advisors, Ted Buchan & Company, &Partners LLC, American Portfolios Inc. (Osaic), Apollon Wealth Management, LLC, Appleton Partners, Inc., Arkadios Wealth LLC, Baker Street Advisors, LLC, Balboa Wealth Partners, Inc., Balentine LLC, BluePointe Capital Management, LLC, BMO Family Office, LLC, Cambridge Investment Research, CapFinancial Partners, LLC dba CAPTRUST, CapFinancial Securities, LLC, Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Cherrydale Wealth Management, LLC, Citigroup Global Markets, Inc., ClarFeld (dba Citizens Private Wealth), Commonwealth Equity Services, LLC, dba Commonwealth Financial Network, Concurrent Investment Advisors, LLC, Corient Private Wealth LLC, D.A. Davidson & Co., Deutsche Bank Securities, Inc., Element Pointe Advisors, LLC (element point family office), Everest Management Corp, Evoke Wealth, LLC, First Foundation Advisors, Fortis Capital Management, LLC, Goldman Sachs Custody Solutions (Folio Investments, Inc), Goldman Sachs & Co LLC, Greenwood Family Advisors, LLC, GW&K Investment Management, LLC, Harbor Investment Advisory, LLC, HB Wealth Management, LLC (Homrich Berg), Hightower Advisors, LLC, Hirtle, Callaghan & Co., LLC, Hudson Valley Investment Advisors, Inc, Huntleigh Advisors, Inc, iCapital Markets LLC, Institutional Capital Network, Inc, ICONIQ Capital, IEQ Capital, Independent Financial Group (IFG), John Moore & Associates, Inc., Kestra Investment Services, LLC, Kukui Tree Capital Management, Legacy Capital Wealth Partners, LLC, Leo Wealth, LLC, LPL Financial LLC, MDRN Capital, Monarch Wealth Strategies, Morling Financial Advisors, LLC, NRI Wealth Management, LLC, Palo Alto Wealth Advisors, LLC, Paradigm Wealth Management, Paragon Capital Management, LLC, Poinciana Advisors Group, LLC, Private Wealth Asset Management, Promethium Advisors, LLC, Prospero Wealth LLC, Purshe Kaplan Sterling Investments, JP Morgan Private Wealth Advisors LLC, Reshape LLC, Salem Partners Wealth Management, LLC, Sanctuary Advisors, LLC, Sapient Capital, LLC, Seven Post Investment Office LP, Signature Estate and Investment Advisors LLC, SpirePoint Private Client, Stevens Capital Partners Inc., Steward Partners Investment Solutions, LLC, Summit Trail Advisors, LLC, Summit Trail Securities, LLC, The Portfolio Strategy Group, LLC, Tiedemann Advisors, LLC, Truist Investment Services, Inc.?(FKA Suntrust Investment Services), UBS Financial Services, Inc., Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC CIK Number 0002000692 Filed Document 0000945621-25-000249 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:26:30 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business MASSACHUSETTS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Digital Offshore AI Inc. See All Filings	D	2025-03-04 11:23:59 UTC
Amount To Be Raised $4,500,000 Associated Brokers / Dealers N/A CIK Number 0002058223 Filed Document 0002058223-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:23:59 UTC Type of Offering D Industry Other Principal Place of Business CONNECTICUT Revenue or Assets Decline to Disclose Type of Security Equity
Gearson Partners Holdings, L.P. See All Filings	D	2025-03-04 11:13:50 UTC
Amount To Be Raised $30,000,000 Associated Brokers / Dealers N/A CIK Number 0001696963 Filed Document 0001696963-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:13:50 UTC Type of Offering D Industry Insurance Principal Place of Business GEORGIA Revenue or Assets Decline to Disclose Type of Security Equity
Partners Capital Investments, LP See All Filings	D	2025-03-04 11:13:28 UTC
Amount To Be Raised $100,000,000 Associated Brokers / Dealers N/A CIK Number 0002058880 Filed Document 0002058880-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:13:28 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business TENNESSEE Revenue or Assets Decline to Disclose Type of Security Equity
Coastal Sperry Tent Holdings LLC See All Filings	D	2025-03-04 11:03:31 UTC
Amount To Be Raised $350,000 Associated Brokers / Dealers N/A CIK Number 0002058473 Filed Document 0002058473-25-000002 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:03:31 UTC Type of Offering D Industry Other Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
iSAM Vector LLC See All Filings	D/A	2025-03-04 11:03:05 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Stephens Inc. CIK Number 0001591138 Filed Document 0001591138-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-04 11:03:05 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business DELAWARE Revenue or Assets $$50,000,001 - $100,000,000 Type of Security Pooled Investment Fund