Signals

The change tape

584 events match
  • Effective
    1 Jul 2026
    New investment vehicleinference
    2026 Cervurite Co-Investing LLC: new vehicle, $300,400,000 sold (Other Investment Fund)
    J & J Management Services IncVehiclesMOseen 2026-09-23Form D
    Evidence
    After
    Vehicle: 2026 Cervurite Co-Investing LLC; Fund type: Other Investment Fund; Amount sold: 300,400,000; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0002143515-26-000001
    $300M
  • Effective
    8 Jul 2026
    New investment vehicle5 events
    New investment vehicle: 5 on 8 Jul 2026
    $7.4M to $224M
  • Effective
    7 Aug 2026
    New investment vehicleinference
    Galaxy Sharplink Onchain Yield Fund, LP: vehicle linked to Galaxy Investment Partners by shared principal, $125,250,000 sold (Other Investment Fund)
    Galaxy Investment PartnersVehiclesseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer; Person: Michael Novogratz; Vehicle: Galaxy Sharplink Onchain Yield Fund, LP; Fund type: Other Investment Fund; Amount sold: 125,250,000
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer; Person: Michael Novogratz; Accession: 0002140024-26-000001
    $125M
  • Effective
    1 Apr 2026
    New investment vehicleinference
    QXO, Inc.: vehicle linked to Jacobs Private Equity, LLC by shared principal, $253,945,772 sold
    Jacobs Private Equity, LLCVehiclesCTseen 2026-09-20Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer/Director; Person: Brad Jacobs; Vehicle: QXO, Inc.; Amount sold: 253,945,772
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer/Director; Person: Brad Jacobs; Accession: 0000950142-26-001138
    $254M
  • Effective
    16 Jun 2026
    New investment vehicleinference
    8090 Solutions Inc.: vehicle linked to Social Capital by shared principal, $115,640,617 sold
    Social CapitalVehiclesseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer/Director; Person: Chamath Palihapitiya; Vehicle: 8090 Solutions Inc.; Amount sold: 115,640,617
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer/Director; Person: Chamath Palihapitiya; Accession: 0002143548-26-000001
    $116M
  • Effective
    11 Sep 2026
    Fund gross assets down7 events
    Permcap Investment Office: fund gross assets down, 7 counterparties, on 11 Sep 2026
    down $11.2M to $163M
    • PERMANENS CAPITAL EQUITIES FUND, L.P.: gross asset value $163.0M to $0.0M between the 2024-03-22 and 2026-09-11 filings (-100%)down $163M
    • PERMANENS CAPITAL SHORT DURATION HIGH YIELD FUND, L.P.: gross asset value $93.8M to $0.2M between the 2024-03-22 and 2026-09-11 filings (-100%)down $93.6M
    • PERMANENS CAPITAL FLOATING RATE FUND LP: gross asset value $88.4M to $1.1M between the 2024-03-22 and 2026-09-11 filings (-99%)down $87.4M
  • Effective
    29 Jun 2026
    New investment vehicle2 events
    New investment vehicle: 2 on 29 Jun 2026
    $5.0M to $70.0M
  • Effective
    18 Sep 2026
    New investment vehicle
    MFO Fund, L.P., a Delaware limited partnership: new vehicle (Venture Capital Fund)
    Evidence
    After
    Vehicle: MFO Fund, L.P., a Delaware limited partnership; Fund type: Venture Capital Fund; Amount sold: 0; Industry group: Pooled Investment Fund
    Confidence
    90%
    Evidence
    How: issuer; Accession: 0002155144-26-000003
  • Effective
    22 Sep 2026
    New investment vehicleinference
    Asbury Drive RNF, L.P.: vehicle linked to Bain Capital by shared principal (Other Investment Fund)
    Bain CapitalVehiclesMAseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Director; Person: TARA ALLIN; Vehicle: Asbury Drive RNF, L.P.; Fund type: Other Investment Fund; Amount sold: 0
    Confidence
    70%
    Evidence
    How: shared principal; Role: Director; Person: TARA ALLIN; Accession: 0002102256-26-000002
  • Effective
    31 Mar 2026
    New investment vehicleinference
    Simon Quick Private Equity Fund I, L.P.: new vehicle, $59,890,000 sold (Private Equity Fund)
    Simon Quick AdvisorsVehiclesseen 2026-09-19Form D
    Evidence
    After
    Vehicle: Simon Quick Private Equity Fund I, L.P.; Fund type: Private Equity Fund; Amount sold: 59,890,000; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0002123049-26-000001
    $59.9M
  • Effective
    18 Sep 2026
    New investment vehicleinference
    MFO Fund, L.P., a Delaware limited partnership: new vehicle (Venture Capital Fund)
    MFO Fund Mgmt, L.L.C.VehiclesCAseen 2026-09-23Form D
    Evidence
    After
    Vehicle: MFO Fund, L.P., a Delaware limited partnership; Fund type: Venture Capital Fund; Amount sold: 0; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related name; Accession: 0002155144-26-000003
  • Effective
    11 Sep 2026
    New investment vehicle
    Youngblood Dominion Private Family Trust Co: new vehicle
    Evidence
    After
    Vehicle: Youngblood Dominion Private Family Trust Co; Amount sold: 0; Industry group: Other Banking and Financial Services
    Confidence
    90%
    Evidence
    How: issuer; Accession: 0002153998-26-000001
  • Effective
    11 Sep 2026
    Fund gross assets up
    PERMANENS PARTNERS FUND, L.P.: gross asset value $92.4M to $156.7M between the 2024-03-22 and 2026-09-11 filings (+70%)
    Permcap Investment OfficeVehiclesSCseen 2026-09-23Form ADV
    Evidence
    Before
    GAV: 92,431,375; Filed: 2024-03-22
    After
    GAV: 156,700,787; Filed: 2026-09-11
    Evidence
    Parser: det-fo-1; Records: 1849672:217362 and pdf:157476:2026-09-11:panel:805-4417166673
    $64.3M
  • Effective
    18 May 2026
    New investment vehicleinference
    Integra Master Series LLC - Matters Capital Ventures: new vehicle, $25,265,000 sold (Other Investment Fund)
    Matters Capital LLCVehiclesFLseen 2026-09-23Form D
    Evidence
    After
    Vehicle: Integra Master Series LLC - Matters Capital Ventures; Fund type: Other Investment Fund; Amount sold: 25,265,000; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0001213900-26-085501
    $25.3M
  • Effective
    4 Sep 2026
    Fund gross assets down
    ASCENT FOCUSED EQUITY LP: gross asset value $84.8M to $0.0M between the 2024-10-11 and 2026-09-04 filings (-100%)
    Summit Trail Advisors, LLCVehiclesNYseen 2026-09-23Form ADV
    Evidence
    Before
    GAV: 84,813,545; Filed: 2024-10-11
    After
    GAV: 0; Filed: 2026-09-04
    Evidence
    Parser: det-fo-1; Records: 1900335:308136 and pdf:220519:2026-09-04:panel:805-2096240960
    down $84.8M
  • Effective
    4 Jun 2026
    New investment vehicle2 events
    MAI Capital Management: new investment vehicle, 2 counterparties, on 4 Jun 2026
    $34.0M to $91.1M
    • Evoke Secondaries Fund VII (KHP VI), LP: new vehicle, $33,962,000 sold (Other Investment Fund)$34.0M
    • MAI Co-Investment, LLC: new vehicle, $91,130,000 sold (Private Equity Fund)$91.1M
  • Effective
    12 Aug 2026
    New investment vehicleinference
    Applied Invest Power SPV, LLC: vehicle linked to Applied Invest Nordics AB by shared principal, $20,395,000 sold
    Applied Invest Nordics ABVehiclesseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer; Person: Spencer Seabaugh; Vehicle: Applied Invest Power SPV, LLC; Amount sold: 20,395,000
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer; Person: Spencer Seabaugh; Accession: 0002152505-26-000001
    $20.4M
  • Effective
    8 Apr 2026
    New investment vehicleinference
    Haro Ross Holdings LLC: vehicle linked to Jaws Estates Capital by shared principal, $30,045,000 sold
    Jaws Estates CapitalVehiclesseen 2026-09-20Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer; Person: Matthew Walters; Vehicle: Haro Ross Holdings LLC; Amount sold: 30,045,000
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer; Person: Matthew Walters; Accession: 0002130776-26-000001
    $30.0M
  • Effective
    27 Apr 2026
    New investment vehicleinference
    NRC Private Equity Opportunities IV, L.P.: new vehicle, $30,000,000 sold (Private Equity Fund)
    NEW Republic PartnersVehiclesNCseen 2026-09-19Form D
    Evidence
    After
    Vehicle: NRC Private Equity Opportunities IV, L.P.; Fund type: Private Equity Fund; Amount sold: 30,000,000; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0002132697-26-000001
    $30.0M
  • Effective
    9 Sep 2026
    New investment vehicleinference
    Venture Capital Access Fund 1, L.P.: vehicle linked to Cresset by shared principal, $27,015,000 sold (Private Equity Fund)
    CressetVehiclesILseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer/Promoter; Person: Avy Stein; Vehicle: Venture Capital Access Fund 1, L.P.; Fund type: Private Equity Fund; Amount sold: 27,015,000
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer/Promoter; Person: Avy Stein; Accession: 0002062357-26-000413
    $27.0M
  • Effective
    17 Apr 2026
    New investment vehicleinference
    GovWell Technologies Inc.: vehicle linked to Offit Capital by shared principal, $28,999,981 sold
    Offit CapitalVehiclesseen 2026-09-20Form D
    Evidence
    After
    How: shared principal; Role: Director; Person: Jessica Lin; Vehicle: GovWell Technologies Inc.; Amount sold: 28,999,981
    Confidence
    70%
    Evidence
    How: shared principal; Role: Director; Person: Jessica Lin; Accession: 0001470831-26-000428
    $29.0M
  • Effective
    17 Jul 2026
    New investment vehicleinference
    PATHSTONE BUYOUT & GROWTH 2026 FUND, L.P.: new vehicle, $151,475,000 sold (Private Equity Fund)
    PathstoneVehiclesNJseen 2026-09-23Form D
    Evidence
    After
    Vehicle: PATHSTONE BUYOUT & GROWTH 2026 FUND, L.P.; Fund type: Private Equity Fund; Amount sold: 151,475,000; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related name; Accession: 0002140425-26-000001
    $151M
  • Effective
    15 May 2026
    New investment vehicle4 events
    New investment vehicle: 4 on 15 May 2026
    $27.3M
    Show all 4
  • Effective
    11 Sep 2026
    New investment vehicleinference
    BDT & MSD Endurance Fund 1, LP: vehicle linked to MSD Capital, L.P. by shared principal (Private Equity Fund)
    MSD Capital, L.P.VehiclesNYseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer; Person: GREGG LEMKAU; Vehicle: BDT & MSD Endurance Fund 1, LP; Fund type: Private Equity Fund; Amount sold: 0
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer; Person: GREGG LEMKAU; Accession: 0002148829-26-000001
  • Effective
    16 Jun 2026
    New investment vehicleinference
    GPIF FP10 Phase 2 Partners, LP: vehicle linked to Goff Capital by shared principal, $20,061,400 sold (Private Equity Fund)
    Goff CapitalVehiclesTXseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer/Director; Person: John C Goff; Vehicle: GPIF FP10 Phase 2 Partners, LP; Fund type: Private Equity Fund; Amount sold: 20,061,400
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer/Director; Person: John C Goff; Accession: 0002142837-26-000001
    $20.1M
  • Effective
    23 Jun 2026
    New investment vehicleinference
    Light Cap Growth Fund II, LLC: new vehicle, $16,000,000 sold (Private Equity Fund)
    Light Capital LLCVehiclesCAseen 2026-09-23Form D
    Evidence
    After
    Vehicle: Light Cap Growth Fund II, LLC; Fund type: Private Equity Fund; Amount sold: 16,000,000; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0000929638-26-002623
    $16.0M
  • Effective
    30 Mar 2026
    Fund gross assets up
    COMMUNITY HOUSING INVESTMENT PARTNERS II LP: gross asset value $0.0M to $172.5M between the 2024-11-08 and 2026-03-30 filings (+0%)
    Shade Tree Advisors LLCVehiclesNYseen 2026-09-23Form ADV
    Evidence
    Before
    GAV: 0; Filed: 2024-11-08
    After
    GAV: 172,500,303; Filed: 2026-03-30
    Evidence
    Parser: det-fo-1; Records: 1912416:373222 and pdf:289905:2026-03-30:panel:805-1386115777
    $173M
  • Effective
    18 Jun 2026
    New investment vehicle2 events
    Pathstone: new investment vehicle, 2 events, on 18 Jun 2026
    $84.6M
    • PATHSTONE PRIVATE EQUITY 2026 (MASTER) FUND, L.P.: new vehicle, $84,600,000 sold (Private Equity Fund)$84.6M
    • PATHSTONE PRIVATE EQUITY 2026 (MASTER) FUND, L.P.: new vehicle, $84,600,000 sold (Private Equity Fund)$84.6M
  • Effective
    3 Aug 2026
    New investment vehicleinference
    TPT Ro Affiliate I, LLC: vehicle linked to LG Capital Investors LLC by shared principal, $15,295,500 sold (Other Investment Fund)
    LG Capital Investors LLCVehiclesNYseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer; Person: Hamish Burt; Vehicle: TPT Ro Affiliate I, LLC; Fund type: Other Investment Fund; Amount sold: 15,295,500
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer; Person: Hamish Burt; Accession: 0002151018-26-000001
    $15.3M
  • Effective
    14 May 2026
    Fund gross assets up2 events
    Legacy Knight Mfo, LLC: fund gross assets up, 2 events, on 14 May 2026
    $116M
    • LEGACY KNIGHT STRATEGIC OPPORTUNITIES FUND - OURA SERIES: gross asset value $44.4M to $160.1M between the 2024-09-17 and 2026-05-14 filings (+261%)$116M
    Show all 2
  • Effective
    7 Jul 2026
    New investment vehicleinference
    RCB Financial Corp: vehicle linked to Shadday Family Office by shared principal, $15,000,000 sold
    Shadday Family OfficeVehiclesGAseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Director; Person: Jarrett Shadday; Vehicle: RCB Financial Corp; Amount sold: 15,000,000
    Confidence
    70%
    Evidence
    How: shared principal; Role: Director; Person: Jarrett Shadday; Accession: 0001871178-26-000002
    $15.0M
  • Effective
    30 Jun 2026
    New investment vehicle2 events
    Acadian Asset Management: new investment vehicle, 2 counterparties, on 30 Jun 2026
    $40.0M to $80.0M
    • Acadian Non-U.S. Equity Dynamic Extension Fund, LLC: new vehicle, $80,001,000 sold (Hedge Fund)$80.0M
    • Acadian Emerging Markets Equity Dynamic Extension Fund, LLC: new vehicle, $40,001,000 sold (Hedge Fund)$40.0M
  • Effective
    30 Apr 2026
    Fund gross assets down2 events
    Focus Partners Wealth, LLC: fund gross assets down, 2 events, on 30 Apr 2026
    down $101M
    • TCG BALANCED FUND, L.P.: gross asset value $265.3M to $164.7M between the 2024-11-25 and 2026-04-30 filings (-38%)down $101M
    Show all 2
  • Effective
    7 Jul 2026
    Fund gross assets up
    HEDGE STRATEGY FUND QP, LLC: gross asset value $11.0M to $99.6M between the 2026-03-31 and 2026-07-07 filings (+806%)
    Weinberg Capital GroupVehiclesOHseen 2026-09-23Form ADV
    Evidence
    Before
    GAV: 10,992,036; Filed: 2026-03-31
    After
    GAV: 99,581,091; Filed: 2026-07-07
    Evidence
    Parser: det-fo-1; Records: pdf:163661:2026-03-31:panel:805-4738298300 and pdf:326262:2026-07-07:panel:805-7421991759
    $88.6M
  • Effective
    31 Aug 2026
    New investment vehicle3 events
    Wildcat Capital Management: new investment vehicle, 3 counterparties, on 31 Aug 2026
    • Bigcat Fund, LP: vehicle linked to Wildcat Capital Management by shared principal (Private Equity Fund)
    • Bigcat Parallel Fund, LP: vehicle linked to Wildcat Capital Management by shared principal (Private Equity Fund)
    • Bigcat Preferred Holdings, LP: vehicle linked to Wildcat Capital Management by shared principal (Private Equity Fund)
  • Effective
    28 Aug 2026
    New investment vehicleinference
    DOF II-Park Tower Co-Invest LLC: vehicle linked to Endo Investors by shared principal, $23,650,000 sold (Private Equity Fund)
    Endo InvestorsVehiclesseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer; Person: Eric Edidin; Vehicle: DOF II-Park Tower Co-Invest LLC; Fund type: Private Equity Fund; Amount sold: 23,650,000
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer; Person: Eric Edidin; Accession: 0002154312-26-000001
    $23.6M
  • Effective
    10 Jul 2026
    New investment vehicle2 events
    Third Lake Capital, LLC: new investment vehicle, 2 counterparties, on 10 Jul 2026
    $2.1M to $72.0M
    • Third Lake SPV FL 101, LLC: vehicle linked to Third Lake Capital, LLC by shared principal, $72,000,000 sold (Other Investment Fund)$72.0M
    • Third Lake SPV FL 102, LLC: vehicle linked to Third Lake Capital, LLC by shared principal, $2,075,000 sold (Other Investment Fund)$2.1M
  • Effective
    5 Aug 2026
    New investment vehicle
    Ocean Cliff Family Investments LLC: new vehicle, $7,000,000 sold
    Evidence
    After
    Vehicle: Ocean Cliff Family Investments LLC; Amount sold: 7,000,000; Industry group: Investing
    Confidence
    90%
    Evidence
    How: issuer; Accession: 0002153194-26-000001
    $7.0M
  • Effective
    28 Aug 2026
    New investment vehicleinference
    Coatue Tactical Solutions Fund II LP: new vehicle (Hedge Fund)
    Coatue ManagementVehiclesNYseen 2026-09-23Form D
    Evidence
    After
    Vehicle: Coatue Tactical Solutions Fund II LP; Fund type: Hedge Fund; Amount sold: 0; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0000919574-26-005872
  • Effective
    25 Aug 2026
    New investment vehicleinference
    Ballentine Private Impact Fund II, LP: new vehicle (Other Investment Fund)
    Ballentine Partners LLCVehiclesMAseen 2026-09-23Form D
    Evidence
    After
    Vehicle: Ballentine Private Impact Fund II, LP; Fund type: Other Investment Fund; Amount sold: 0; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0002149982-26-000001
  • Effective
    3 Sep 2026
    New investment vehicleinference
    Cayside Venture SPV, LLC: vehicle linked to Cayside Partners by shared principal, $3,000,000 sold (Other Investment Fund)
    Cayside PartnersVehiclesFLseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer; Person: Tanner Strunk; Vehicle: Cayside Venture SPV, LLC; Fund type: Other Investment Fund; Amount sold: 3,000,000
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer; Person: Tanner Strunk; Accession: 0002155896-26-000001
    $3.0M
  • Effective
    16 Apr 2026
    New investment vehicleinference
    Templum, Inc.: vehicle linked to Raptor Group by shared principal, $13,500,000 sold
    Raptor GroupVehiclesseen 2026-09-20Form D
    Evidence
    After
    How: shared principal; Role: Director; Person: James Pallotta; Vehicle: Templum, Inc.; Amount sold: 13,500,000
    Confidence
    70%
    Evidence
    How: shared principal; Role: Director; Person: James Pallotta; Accession: 0001718353-26-000005
    $13.5M
  • Effective
    1 Apr 2026
    New investment vehicleinference
    Acadian Global All-Country ex-U.S. ex-China Equity Dynamic Extension Fund: new vehicle, $125,000,000 sold (Hedge Fund)
    Acadian Asset ManagementVehiclesMAseen 2026-09-12Form D
    Evidence
    After
    Vehicle: Acadian Global All-Country ex-U.S. ex-China Equity Dynamic Extension Fund; Fund type: Hedge Fund; Amount sold: 125,000,000; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0002116484-26-000001
    $125M
  • Effective
    19 Aug 2026
    New investment vehicleinference
    Bequest Bonds I Inc: vehicle linked to BBX Capital by shared principal
    BBX CapitalVehiclesFLseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer; Person: David Friedman; Vehicle: Bequest Bonds I Inc; Amount sold: 0
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer; Person: David Friedman; Accession: 0002016678-26-000002
  • Effective
    17 Sep 2026
    New investment vehicle2 events
    GCM Grosvenor Holdings, LLC: new investment vehicle, 2 counterparties, on 17 Sep 2026
    • MAC Opportunistic Master Fund IV, L.P.: new vehicle (Other Investment Fund)
    • MAC Opportunistic Fund IV, L.P.: new vehicle (Other Investment Fund)
  • Effective
    4 Sep 2026
    Fund gross assets up2 events
    Summit Trail Advisors, LLC: fund gross assets up, 2 counterparties, on 4 Sep 2026
    $5.6M to $87.6M
    • ASCENT EMERGING MARKETS FUND, LP: gross asset value $157.5M to $245.1M between the 2024-10-11 and 2026-09-04 filings (+56%)$87.6M
    • ASCENT PRIVATE INVESTMENT FUND II, L.P.: gross asset value $12.3M to $18.0M between the 2024-10-11 and 2026-09-04 filings (+45%)$5.6M
  • Effective
    24 Jun 2026
    New investment vehicleinference
    Headley Funds, LLC Warberg WF XIV: new vehicle, $5,550,000 sold (Other Investment Fund)
    MILFAM LLCVehiclesFLseen 2026-09-23Form D
    Evidence
    After
    Vehicle: Headley Funds, LLC Warberg WF XIV; Fund type: Other Investment Fund; Amount sold: 5,550,000; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0002124125-26-000001
    $5.5M
  • Effective
    30 Apr 2026
    Fund gross assets up8 events
    Focus Partners Wealth, LLC: fund gross assets up, 2 counterparties, on 30 Apr 2026
    $28.0M to $2.0B
    • TCG ONSHORE BALANCED FUND, L.P.: gross asset value $219.9M to $2.22bn between the 2024-11-25 and 2026-04-30 filings (+912%)$2.0B
    • TCG PRIVATE EQUITY 2022, L.P.: gross asset value $8.0M to $35.9M between the 2024-11-25 and 2026-04-30 filings (+352%)$28.0M
    Show all 8
  • Effective
    7 Apr 2026
    New investment vehicleinference
    BCP Great Lakes II Series B Offshore Feeder LP: new vehicle, $5,164,714 sold (Private Equity Fund)
    BC Partners Advisors L.P.VehiclesNYseen 2026-09-23Form D
    Evidence
    After
    Vehicle: BCP Great Lakes II Series B Offshore Feeder LP; Fund type: Private Equity Fund; Amount sold: 5,164,714; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0000945621-26-000920
    $5.2M
  • Effective
    17 Jul 2026
    New investment vehicleinference
    Nordwand Energy Opportunities I LP: vehicle linked to UPG Enterprises by shared principal, $5,505,500 sold (Other Investment Fund)
    UPG EnterprisesVehiclesseen 2026-09-23Form D
    Evidence
    After
    How: shared principal; Role: Executive Officer/Promoter; Person: James Martin; Vehicle: Nordwand Energy Opportunities I LP; Fund type: Other Investment Fund; Amount sold: 5,505,500
    Confidence
    70%
    Evidence
    How: shared principal; Role: Executive Officer/Promoter; Person: James Martin; Accession: 0002144123-26-000001
    $5.5M
  • Effective
    17 Jun 2026
    New investment vehicle
    Properly transfers its Swiss Water stake to new wholly-owned subsidiary Spur Point Capital Inc.
    Properly InvestmentsVehiclesseen 2026-09-21DFX research
    Evidence
    Confidence
    85%
    Evidence
    Quote: on June 17, 2026, Properly agreed to transfer ownership of an aggregate of 1,599,691 common shares
  • Effective
    15 Jun 2026
    New investment vehicle
    Two Kings Real Estate signs $76.5 million refinancing with Deutsche Bank on a Chelsea hotel
    Two Kings ManagementVehiclesseen 2026-09-21DFX research
    Evidence
    Confidence
    85%
    Evidence
    Quote: Two Kings Real Estate signs $76.5M refi with Deutsche Bank for hotel in Chelsea
  • Effective
    8 Apr 2026
    New investment vehicle
    KPET Ultra Paceline Corporation (KPThree Capital co-sponsored SPAC) completes $200 million IPO on the NYSE
    KPThree Capital LLCVehiclesseen 2026-09-21DFX research
    Evidence
    Confidence
    85%
    Evidence
    Quote: The offering consisted of 20m units at US$10.00 per unit, with each unit consisting of one Class A ordinary share and one-sixth of one redeemable warrant
  • Effective
    20 Aug 2026
    Fund gross assets up
    VFO ALTERNATIVE INVESTMENT FUND: gross asset value $32.1M to $70.3M between the 2024-05-14 and 2026-08-20 filings (+119%)
    Virtus Family OfficeVehiclesTXseen 2026-09-23Form ADV
    Evidence
    Before
    GAV: 32,090,849; Filed: 2024-05-14
    After
    GAV: 70,317,858; Filed: 2026-08-20
    Evidence
    Parser: det-fo-1; Records: 1873862:311401 and pdf:298272:2026-08-20:panel:805-4429733879
    $38.2M
  • Effective
    31 Mar 2026
    Fund gross assets up8 events
    Rockefeller Capital Management: fund gross assets up, 3 counterparties, on 31 Mar 2026
    $52.3M to $598M
    • VANTAGEROCK CAPITAL MASTER FUND LP: gross asset value $765.9M to $1.36bn between the 2024-10-23 and 2026-03-31 filings (+78%)$598M
    • TITAN SPACE FUND LP: gross asset value $227.6M to $632.8M between the 2024-10-23 and 2026-03-31 filings (+178%)$405M
    • ROCKEFELLER ACCESS FUND 06-I, LLC: gross asset value $41.2M to $93.4M between the 2024-10-23 and 2026-03-31 filings (+127%)$52.3M
    Show all 8
  • Effective
    12 May 2026
    New investment vehicleinference
    Artists Writers & Artisans, Inc.: vehicle linked to Lupa Systems by shared principal, $7,385,000 sold
    Lupa SystemsVehiclesNYseen 2026-09-20Form D
    Evidence
    After
    How: shared principal; Role: Director; Person: James Murdoch; Vehicle: Artists Writers & Artisans, Inc.; Amount sold: 7,385,000
    Confidence
    70%
    Evidence
    How: shared principal; Role: Director; Person: James Murdoch; Accession: 0001749883-26-000003
    $7.4M
  • Effective
    25 Jun 2026
    New investment vehicleinference
    Gramercy PG Holdings IV LP: new vehicle, $23,200,000 sold (Private Equity Fund)
    Gramercy Funds Management LLCVehiclesFLseen 2026-09-23Form D
    Evidence
    After
    Vehicle: Gramercy PG Holdings IV LP; Fund type: Private Equity Fund; Amount sold: 23,200,000; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0001315863-26-000602
    $23.2M
  • Effective
    31 Mar 2026
    Fund gross assets down4 events
    Rockefeller Capital Management: fund gross assets down, 4 events, on 31 Mar 2026
    down $43.4M
    • GREER ANDERSON GLOBAL PARTNERS, L.P.: gross asset value $52.2M to $8.8M between the 2024-10-23 and 2026-03-31 filings (-83%)down $43.4M
    Show all 4
  • Effective
    28 Jul 2026
    New investment vehicleinference
    Pacific Investment Holdings, L.P.: new vehicle (Private Equity Fund)
    Silver Lake Group, L.L.C.VehiclesCAseen 2026-09-23Form D
    Evidence
    After
    Vehicle: Pacific Investment Holdings, L.P.; Fund type: Private Equity Fund; Amount sold: 0; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0002135255-26-000001
  • Effective
    28 Jul 2026
    New investment vehicleinference
    SBOS Fund III LP: new vehicle (Hedge Fund)
    Evidence
    After
    Vehicle: SBOS Fund III LP; Fund type: Hedge Fund; Amount sold: 0; Industry group: Pooled Investment Fund
    Confidence
    80%
    Evidence
    How: related known; Accession: 0000905148-26-003363

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