Research
Independent analysis of SEC filings, private funds, RIAs, websites and regulatory records.
GC Creation Fund III SEC Review 2026: General Catalyst's Creation Strategy, $157.6M Private-Investor Feeder and AI-Enabled Company Building
GC Creation Fund III is not a newly invented "GC" manager and should not be confused with unrelated firms using those initials. It is a General Catalyst venture vehicle dedicated to the firm's Creation strategy. The main fund, GC Creation Fund III, L.P., was formed in Delaware in 2025 and filed an indefinite venture-capital offering in December 2025 from General Catalyst's Cambridge office. Separate 2026 feeder and private-investor structures were then created through J.P. Morgan Private Investments. The September 10, 2026 amendment for GC Creation Fund III Private Investors, LLC reports $157,635,000 sold to 207 investors, a $50,000 minimum, Rule 506(b), Section 3(c)(7) and J.P. Morgan Securities as the distribution broker-dealer. That $157.635 million is the feeder's reported Form D amount sold, not the total size of GC Creation Fund III and not General Catalyst's firmwide assets.
GC Creation Fund III · CIK 0002097982Read article →
Royal & Pelham SEC Review: $7.15M Series A Behind OS BENEFiTS' Hospitality Health Platform
Royal & Pelham, Inc. is much easier to understand once its consumer-facing identity is established: the Louisiana company operates as OS BENEFiTS, a health-insurance and employee-benefits platform designed specifically for restaurants, bars, bakeries, cafés, breweries, wineries and other hospitality businesses. Its September 15, 2026 Form D disclosed a Series A financing of approximately $7.15 million under Rule 506(b), with about $5.4 million already sold to 16 investors following a September 1 first sale. The issuer classified itself under Health Insurance rather than generic software or business services. That classification lines up closely with OS BENEFiTS' current product: ACA-compliant health insurance, wellness services, mental-health resources, telehealth, dental and vision options, family-planning benefits and other employee programs. The important identity point is that customers interact with OS BENEFiTS, while the securities issuer appears in EDGAR under Royal & Pelham, Inc.; treating those as unrelated entities would miss the actual company behind the brand. :contentReference[oaicite:0]{index=0}
Royal & Pelham, Inc. · CIK 0002154338Read article →
Provest Fund III SEC Review: Operator-Led Private Equity and Industrial Platform Expansion
Provest Fund III LP is a new Atlanta-based pooled investment vehicle whose September 16, 2026 Form D establishes the legal existence of a Rule 506(b) private offering but does not disclose a fixed offering amount. The issuer is based in Georgia and uses the same 3379 Peachtree Road NE, Suite 700 address publicly associated with Provest Equity Partners. That address match is important because the sponsor itself is very new: Provest Equity says it was founded around an operator-led lower-middle-market strategy focused on semiconductor manufacturing infrastructure, energy optimization and sustainability. Rather than presenting itself as a diversified financial sponsor, Provest emphasizes control investing and operational transformation in technically complex, asset-backed companies. The key research story is therefore not current Fund III size, which the Form D leaves undisclosed, but whether the fund sits inside a real operating platform with independently visible transactions. Public evidence strongly supports that broader platform through the 2025 acquisition of Advanced Process Solutions and a 2026 strategic investment in Natural Fiber Welding. :contentReference[oaicite:0]{index=0}
Provest Fund III LP · CIK 0002139986Read article →
Landseer IDF SEC Review 2026: $16.9M Insurance-Dedicated Fund, Two Investors and SALI's $41.7B Platform
Landseer IDF Series of the SALI Multi-Series Fund, L.P. is not a conventional stand-alone hedge fund with a clearly disclosed public investment manager. It is a Delaware series inside SALI Fund Services' large insurance-dedicated-fund infrastructure. The September 10, 2026 Form D/A reports an indefinite Rule 506(b) offering with $16,897,150 sold to only two investors, a $1 million minimum investment and reliance on Investment Company Act Section 3(c)(7). SALI Fund Partners LLC is the general partner, Cameron J. Vail is identified as Managing Director of the general partner and the issuer uses the same Austin address and telephone number as SALI Fund Services. The strongest verified conclusion is therefore that Landseer IDF sits inside SALI's institutional IDF architecture. What remains unresolved is exactly which external "Landseer" manager controls the underlying investment strategy. The public record reviewed by FilingDossier does not justify automatically connecting the vehicle to Landseer Asset Management UK LLP or the separate New York organization known as Landseer Investments.
Landseer IDF Series of the SALI Multi-Series Fund, L.P. · CIK 0002126720Read article →
PPR Cornerstone Home Lending Fund SEC Review: $100M Distressed Mortgage Fund Built on PPR's Core Note Strategy
PPR Cornerstone Home Lending Fund LLC is a newly formed Delaware real estate investment vehicle, but the strategy behind it is one of the oldest parts of PPR Capital Management's business. The September 15, 2026 Form D disclosed a fixed $100,000,000 offering under Rule 506(c), with $50,000 sold to one investor and $99,950,000 remaining. PPR Capital Management, LLC is identified as the issuer's sole managing member, and David Van Horn appears as executive officer and signed the filing as CEO of the managing member. The issuer uses PPR's established Wayne, Pennsylvania headquarters and telephone number. The filing classifies the fund under Other Real Estate rather than Pooled Investment Fund, reports no commissions or finder fees and estimates that none of the gross offering proceeds will be paid directly to the related persons named in Item 3. The key point is therefore not that PPR suddenly entered mortgage investing in 2026; it is that the firm created a dedicated $100 million vehicle around the distressed residential loan strategy on which it says the company was originally built. :contentReference[oaicite:0]{index=0}
PPR Cornerstone Home Lending Fund LLC · CIK 0002154334Read article →
Secfi Hudson Fund I SEC Review: $25M Cayman Launch and Its Parallel U.S. Onshore Fund
Secfi Hudson Fund I, L.P. is a newly formed Cayman Islands pooled investment fund that entered the SEC record with unusually concentrated initial capital. Its September 15, 2026 Form D reports an indefinite Rule 506(c) offering, a September 2 first sale, exactly $25,000,000 sold and only one investor. The filing classifies the issuer as a Pooled Investment Fund and Other Investment Fund, relies on Section 3(c)(7), reports no broker commissions or finder fees and declines to disclose aggregate NAV. Secfi Advisory Limited is named as Management Company, Secfi Hudson Fund I GP, LLC as General Partner, and Jaime Moreno de los Rios and Frederik Mijnhardt appear as related executives. The filing further states that the GP is entitled to carried interest and the management company receives a management fee under confidential offering documents. That makes the $25 million figure especially important but also easy to misread: it is reported securities sold at launch, not current NAV, fund valuation or evidence of diversification. :contentReference[oaicite:0]{index=0}
SECFI HUDSON FUND I, L.P. · CIK 0002154552Read article →
EBS Muni TIF Bond Fund SEC Review 2026: $107.5M Across Three TIF Bond Vehicles and Eubel Brady & Suttman's Municipal Strategy
EBS Muni TIF Bond Fund is not a single $100 million vehicle. Eubel Brady & Suttman Asset Management created three parallel Ohio LLCs — Fund A, Fund B and Fund C — each with a stated $100 million offering capacity. All three were formed in 2026, use EBS's 10100 Innovation Drive headquarters in Miamisburg, identify Mark Brady and Eubel Brady & Suttman Asset Management in the management structure and filed amendments together in September 2026. The latest filing data show approximately $16.47 million sold by Fund A, $37.275 million by Fund B and $53.745 million by Fund C, for roughly $107.49 million across the three vehicles. The key investment story is more distinctive than the fundraising totals: EBS designed the strategy around municipal bonds supported by tax increment financing, or TIF, where development-linked tax revenues can create higher yields than conventional highly rated municipal debt but also introduce meaningful project, tax-base and liquidity risk.
EBS Muni TIF Bond Fund · CIK 0002119820Read article →
Allegis Opportunities SEC Review: $7M AttoTude SPV and AI Infrastructure Exposure
Allegis Attotude 2026, a Series of Allegis Opportunities, LLC is best analyzed as a concentrated special-purpose investment vehicle rather than as a diversified Allegis flagship fund. The Delaware series LLC was formed in 2026, reported its first sale on September 14 and filed Form D two days later with $6,999,992 sold to a single investor, a $1 million minimum investment and an indefinite offering amount. It relies on Rule 506(b), classifies itself as an Other Investment Fund within the Pooled Investment Fund category and identifies Ryan Parker as both an executive officer and director. The filing reports zero sales commissions, zero finder's fees and zero payments from proceeds to the related person named in Item 3. The most important analytical point is concentration: one investor accounts for essentially $7 million of reported securities sold, which is much more consistent with a deal-specific SPV or dedicated co-investment structure than with a broadly diversified commingled venture fund. :contentReference[oaicite:0]{index=0}
Allegis Attotude 2026, a Series of Allegis Opportunities, LLC · CIK 0002137501Read article →
Auto Transport Investments SEC Review: MAG Capital's $325K Industrial Real Estate Vehicle
Auto Transport Investments LLC is a 2026 Delaware real estate investment vehicle whose name can easily send researchers in the wrong direction. Nothing in the SEC filing identifies it as a trucking carrier, freight broker or automobile-shipping business. Instead, the issuer selected "Other Real Estate," offered both equity and pooled investment fund interests, and placed four established MAG Capital Partners principals or affiliates directly into its control structure. The September 15, 2026 Form D reports an indefinite Rule 506(b) offering, $325,000 sold to four investors, a September 14 first sale and no stated outside-investor minimum. Dax T.S. Mitchell is President of the issuer, Andrew Gi and Steven Sigfusson are Executive Vice Presidents, and MAGCP Management, LLC is Manager. All four use 4020 Maple Avenue, Suite 525 in Dallas, which is also MAG Capital Partners' current headquarters. The evidence therefore points strongly to a MAG-sponsored real-estate investment entity rather than an operating auto-transport company. :contentReference[oaicite:0]{index=0}
Auto Transport Investments LLC · CIK 0002154081Read article →
Fox Point Fund SEC Review 2026: $166.6M Sold, 2006 Hedge Fund History & Fox Point Capital Management Registration Question
Fox Point Fund LP is a long-running New York hedge fund whose SEC offering history now spans roughly two decades. The latest Form D/A, filed September 18, 2026 under CIK 0001420866, identifies a Delaware limited partnership with a first sale on August 1, 2006, an indefinite Rule 506(b) offering, Section 3(c)(1) investment-company exclusion and $166,602,000 cumulatively sold to 85 investors. The filing names Fox Point Performance LP as General Partner, Shober Holdings LLC as General Partner of that General Partner and Fox Point Capital Management LLC as Manager, all using 125 Park Avenue, 25th Floor, New York. This is not a recently organized fund relying on a single filing: SEC records from 2009, 2010, 2013, 2015, 2016, 2019, 2022 and subsequent years preserve the same legal issuer and management chain. The main verification story is therefore operating continuity. The more important 2026 diligence question is not whether Fox Point Fund exists, but how its current assets, investment strategy, performance and adviser-regulatory structure compare with the much clearer historical SEC record.
Fox Point Fund LP · CIK 0001420866Read article →
Long Angle Investments SEC Review 2026: $405M Adviser, 50-Investor SPVs and Access to KKR, General Catalyst, H.I.G. and Private Credit
Long Angle Investments should not be evaluated as a single $5.8 million fund. SEC records show a much broader architecture of special-purpose and feeder vehicles created by Long Angle to aggregate qualified investors into private-market opportunities sourced from third-party institutional managers. The September 9, 2026 amendment for LONG ANGLE INVESTMENTS LLC - LAALP 2024 SPV reports $5,819,358 fully sold to 50 investors under Rule 506(b), a $100,000 minimum investment and Section 3(c)(7). But that vehicle is only one node in a much larger network that includes structures referencing General Catalyst, KKR, H.I.G., TPG and multiple private-credit strategies. Long Angle Management LLC is separately registered with the SEC and reports approximately $405 million of regulatory AUM. The central diligence issue is therefore not whether Long Angle exists, but what economic rights, fees and liquidity investors receive when institutional private-market exposure is delivered through an intermediary SPV.
Long Angle Investments · CIK 0002036931Read article →
Pantera Venture Fund III SEC Review 2026: $206.4M Main Vehicle, $16.75M Parallel Fund & Pantera's $175M Blockchain Venture Strategy
Pantera Venture Fund III is a mature 2018-vintage blockchain venture strategy whose public regulatory footprint is considerably more complex than a single $175 million fund-size headline suggests. Pantera's official website describes Venture Fund III as a closed $175 million vehicle launched in 2018 with 32 investments, focused on companies enabling the institutionalization of digital assets. The SEC record, however, shows at least two legally distinct Fund III vehicles. Pantera Venture Fund III LP, CIK 0001732380, filed its latest amendment on August 11, 2026 and reported $206,412,931 cumulatively sold since a July 31, 2018 first sale. Pantera Venture Fund III A LP, CIK 0001751437, filed a further amendment on September 18, 2026 and reported $16,751,356 cumulatively sold to 78 investors since September 13, 2018. Both are Delaware limited partnerships, both identify Pantera Venture III GP LLC as General Partner, and both now operate from 600 Montgomery Street, Suite 4500, San Francisco. The arithmetic total of their current Form D sales is approximately $223.16 million, but that number should not be presented as current Fund III NAV or mechanically compared with Pantera's official $175 million fund-size figure without understanding subscriptions, parallel-vehicle mechanics and historical capital accounting.
Pantera Venture Fund III LP · CIK 0001732380Read article →