Research
Independent analysis of SEC filings, private funds, RIAs, websites and regulatory records.
Is Lime Rock Resources III-CV Legit? SEC Form D Review of Its $240M Raise, $340M Bakken Continuation Vehicle and 2013 Fund III Legacy 2026
Lime Rock Resources III-CV, L.P. is not a conventional new private-equity fund launching from scratch in 2026. It is the continuation vehicle created for the remaining assets of Lime Rock Resources Fund III, a vintage energy fund that originally closed in 2013 with roughly $750 million of investor commitments and spent
Lime Rock Resources III-CV, L.P. · CIK 0002150936Read article →
WealthPlan Trading LLC SEC Review 2026: New Debt Offering, Prior $4.465M Raise & Ryan Leslie WealthPlan Analysis
WealthPlan Trading LLC has a verifiable legal, SEC-filing and operating-web presence, but its regulatory story is materially different from a conventional hedge fund or private-equity vehicle. The New York LLC, SEC CIK 0002091547, filed a new Form D on September 18, 2026 for an indefinite debt offering under Rule 506(b). The filing identifies Anthony Ryan Leslie as executive officer and founder, gives the company's address as 228 Park Ave S #41371, New York, NY 10003, and reports a $50,000 minimum investment. Most importantly, the September filing says the first sale had not yet occurred, total amount sold was $0 and the investor count was zero. That makes this a newly disclosed securities offering rather than evidence that investors had already subscribed to the September 2026 transaction. WealthPlan's public website and current Terms & Conditions independently connect the same legal entity to The WealthPlan Club, an educational and mentorship platform focused on financial literacy, investing and capital awareness, creating a direct bridge between the SEC issuer, Ryan Leslie and the operating WealthPlan brand.
WealthPlan Trading LLC · CIK 0002091547Read article →
Is Redemption MRE Income Fund Legit? SEC Form D Review of Its $50M Medical Real Estate Raise, $3.62M Sold and NNN Healthcare Strategy 2026
Redemption MRE Income Fund LLC is a Texas medical-real-estate vehicle backed by a sponsor with a visible operating history, identified leadership, a functioning investor portal and specific healthcare-property targets rather than an anonymous Form D issuer. The September 11, 2026 amendment reports a $50 million Rule 50
Redemption MRE Income Fund LLC · CIK 0002084967Read article →
Is Park Square Capital Legit? SEC Form D Review, $98.9M Credit Partners V, $19B+ AUM & Private Credit Platform 2026
Park Square Capital presents a substantially deeper institutional evidence trail than a private-fund sponsor whose public footprint consists only of a recent Form D. The clearest current U.S. regulatory entry is Park Square Capital Credit Partners V, SCSp, a Luxembourg limited partnership filing under SEC CIK 000208492
Park Square Capital Credit Partners V, SCSp · CIK 0002084928Read article →
Is ARMRA Capital Partners Legit? SEC Form D Review of Its $225M Parallel Growth Funds, $183.3M Raised and Prior $11.9M Bridge Vehicle 2026
ARMRA Capital Partners is unusual because the September 2026 filing record is not one venture fund but a coordinated parallel-fund structure. On September 11, ARMRA Capital Partners Growth, LP and ARMRA Capital Partners Growth-A, LP filed separate Form D notices from the same 103 Yoalana Street, Boerne, Texas address, using the same 210-667-0942 telephone number and the same management trio of Matt Murphy, Matt Harrison and Cameron Powell. Each filing states a $225 million total offering, but the main Growth LP expressly clarifies that this is the aggregate amount offered by the issuer and its parallel fund, which means the two $225 million figures should not be added into a fictional $450 million target. Growth LP reported $161,786,884 sold to 120 investors, while Growth-A reported $21,553,116 sold to 27 investors. Read together, the two vehicles had reported approximately $183.34 million sold against the shared $225 million aggregate offering by September 11, leaving roughly $41.66 million of the combined target unfilled. :contentReference[oaicite:0]{index=0}
ARMRA Capital Partners · CIK 0002145807Read article →
Park Square Credit Partners V Reached $98.9 Million in U.S. Form D Sales as the Platform Expanded Its €10 Billion Senior Debt Franchise
Park Square Capital Credit Partners V, SCSp is a Luxembourg private-credit vehicle launched inside one of Europe's longest-running independent credit platforms. Its September 18, 2026 Form D/A reports an indefinite Rule 506(c) offering, $98.9 million sold to three investors and a September 1, 2025 first sale. The issuer is classified as an Other Investment Fund rather than a private-equity fund and relies on both Sections 3(c)(1) and 3(c)(7). A separate Credit Partners V Feeder, SCSp filed the same day with $55.9 million sold to two investors. The key research point, however, is that these U.S. Form D numbers represent only U.S. exempt-offering activity inside a much broader institutional credit strategy. Park Square says its Credit Partners platform has invested more than €10 billion in European broadly syndicated loans since 2007, while the wider firm has deployed more than $35 billion since inception.
Park Square Capital Credit Partners V, SCSp · CIK 0002084928Read article →
Boston Partners Long/Short Equity Has Operated Since 1997 While the Firm's Long/Short Platform Reached $2.4 Billion — SEC Review of a Three-Circle Value Hedge Fund
Boston Partners Long/Short Equity, L.P. is one of the oldest continuously filing private hedge-fund vehicles in this research batch. Its September 18, 2026 Form D/A reports $83,687,219 sold to 27 investors under an indefinite Rule 506(b) offering, Section 3(c)(1), and a first sale dating all the way back to July 25, 1997. Boston Partners Hedged Equity, LLC is the General Partner, while Boston Partners Global Investors, Inc. is identified as Managing Member of the GP and Investment Manager doing business as Boston Partners. Boston Partners Securities, L.L.C., CRD 2998, is the disclosed sales-compensation recipient, with estimated sales commissions of $10,050,808. That makes this vehicle materially different from a newer boutique hedge fund: the private partnership is embedded in a mature, institutional value-equity franchise with nearly three decades of long/short history and a parent-company chain extending to ORIX Corporation.
Boston Partners Long/Short Equity, L.P. · CIK 0001044236Read article →
Is Sense Feeder LP Legit? SEC Form D Review of Its Pre-Launch Venture Fund, Unidentified Master Fund and Evan Carter's Prior Kismet Cardinal Role 2026
Sense Feeder LP is one of the more unusual September 2026 venture filings because the legal name reveals more than the public investment materials do. The Delaware limited partnership explicitly calls itself a "Feeder," is classified as a Venture Capital Fund, relies on Rule 506(b) and Section 3(c)(1), intends to remai
Sense Feeder LP · CIK 0002154772Read article →
Omni Ventures Closed a $33 Million Manufacturing-Tech Fund After Its SEC Filing Showed $5.87 Million — Review of the Uptool and Cargo Robotics Series Structure
Omni Ventures is unusually useful for understanding why a private venture fund's latest available Form D may tell only part of the fundraising story. Omni Ventures Fund I, a Series of Omni Ventures Master LLC, filed a January 13, 2025 Form D showing a $25 million Rule 506(b) offering, $5.87 million sold to 13 investors, a $25,000 minimum and a first sale dating to December 28, 2023. Yet in July 2026 Omni publicly announced that Fund I had closed oversubscribed at $33 million. Those figures are not inherently contradictory: Form D is an offering notice at a point in time, while the later public close reflects subsequent fundraising. More importantly, by 2026 the same Omni Ventures Master LLC architecture was also producing company-specific series such as Uptool I II and Cargo Robotics II. The strongest research story is therefore not merely that two former Apple engineers raised a manufacturing-tech fund; it is that Omni combines a conventional flagship venture pool with separate legal series capable of concentrating additional capital into specific portfolio companies.
Omni Ventures Fund I, a Series of Omni Ventures Master LLC · CIK 0002008396Read article →
Is Freedom Fund 25 Legit? SEC Form D Review of Its $100M Debt Target, $550K Raised and Material 2026 Amendment Changes
Freedom Fund 25, LLC presents an unusual case in which the most revealing evidence comes from comparing two versions of the same SEC filing rather than from the headline $100 million offering. The Wyoming LLC began selling on January 29, 2026 and filed its original Form D on April 20, reporting $550,000 sold to four in
Freedom Fund 25, LLC · CIK 0002129972Read article →
Oceanic Hedge Fund Reports $0 Sold Despite Five Investors and a $332 Million Adviser — SEC Review of the Shipping Fund's TRACS Vessel-Tracking Strategy
Oceanic Hedge Fund is unusual because its latest Form D should not be read literally as evidence that the fund has no capital. The September 18, 2026 amendment reports an indefinite Rule 506(b) offering, five investors, a $50,000 minimum and a first sale dating to November 1, 2009, yet Item 13 reports $0 as the amount sold. The same zero-dollar / five-investor pattern also appears in recent annual amendments, while the original 2010 Form D reported $295,741,031 sold to 44 investors. At the same time, Oceanic Investment Management Limited reports approximately $332 million of regulatory AUM in its March 2026 Form ADV and continues to file substantial Form 13F portfolios. Those facts make the latest $0 figure a disclosure feature that requires explanation rather than a defensible proxy for fund NAV. FilingDossier therefore treats the current Form D as evidence that the U.S. exempt offering remains active, not as evidence that Oceanic Hedge Fund has zero assets.
Oceanic Hedge Fund · CIK 0001501332Read article →
Is ECA North Forest LLC Legit? SEC Form D Review of Its $5.54M Raise, 51 Investors and LIHTC-to-Market-Rate Texas Multifamily Strategy 2026
ECA North Forest LLC is much more than a newly formed $5.54 million pooled investment vehicle. Its September 2026 Form D can be connected directly to a named multifamily strategy, identifiable Texas properties, an operating sponsor with hundreds of millions of dollars of company-reported assets under management, a vert
ECA North Forest LLC · CIK 0002153934Read article →