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Found 5 results

Name	Type of Offering	Accepted Date
VistaOne, L.P. See All Filings	D/A	2026-10-22 16:43:17 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers J.P. Morgan Securities LLC, Morgan Stanley Smith Barney LLC, Unicorn Strategic Capital, Foreside Fund Services, LLC, Charles B. Harrison, Scott Harrison, Patrick J. Whelchel, Lori Mayfield, CAIS Capital LLC, iCapital Markets LLC, LPL Financial LLC, LPL Enterprise, LLC, and Steward Partners Investment Solutions, LLC CIK Number 0002044820 Filed Document 0002044820-26-000038 Exclusions or Exemptions 506b Accepted Date 2026-10-22 16:43:17 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
VistaOne, L.P. See All Filings	D/A	2026-09-14 16:34:36 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers J.P. Morgan Securities LLC, Morgan Stanley Smith Barney LLC, Unicorn Strategic Capital, Foreside Fund Services, LLC, Charles B. Harrison, Scott Harrison, Patrick J. Whelchel, Lori Mayfield, CAIS Capital LLC, iCapital Markets LLC, LPL Financial LLC, and LPL Enterprise, LLC CIK Number 0002044820 Filed Document 0002044820-26-000037 Exclusions or Exemptions 506b Accepted Date 2026-09-14 16:34:36 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
VistaOne, L.P. See All Filings	D/A	2026-03-31 17:37:51 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers J.P. Morgan Securities LLC, Morgan Stanley Smith Barney LLC, Unicorn Strategic Capital, Foreside Fund Services, LLC, Charles B. Harrison, Scott Harrison, Patrick J. Whelchel, Lori Mayfield, CAIS Capital LLC, and iCapital Markets LLC CIK Number 0002044820 Filed Document 0002044820-26-000012 Exclusions or Exemptions 506b Accepted Date 2026-03-31 17:37:51 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
VistaOne, L.P. See All Filings	D/A	2025-07-14 17:06:14 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers J.P. Morgan Securities LLC, Morgan Stanley Smith Barney LLC, Unicorn Strategic Capital, and Foreside Fund Services, LLC CIK Number 0002044820 Filed Document 0002044820-25-000003 Exclusions or Exemptions 506b Accepted Date 2025-07-14 17:06:14 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
VistaOne, L.P. See All Filings	D	2025-03-31 16:58:30 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers J.P. Morgan Securities LLC, Morgan Stanley Smith Barney LLC, Unicorn Strategic Capital, and Foreside Fund Services, LLC CIK Number 0002044820 Filed Document 0002044820-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-03-31 16:58:30 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund