Research
Independent analysis of SEC filings, private funds, RIAs, websites and regulatory records.
Is Sequence Multi Asset IDF Legit? SEC Form D Review 2026: $227M Sold, 10 Investors and SALI's Insurance-Dedicated Fund Architecture
Sequence Multi Asset IDF Series Interests of the SALI Multi-Series Fund, LP is a verifiable Delaware insurance-dedicated investment fund with a much longer operating history than its recent SEC filing sequence initially suggests. The latest Form D/A was filed September 15, 2026 and reports an indefinite Rule 506(b) offering with $227,011,779 sold to 10 investors, a $500,000 minimum investment and Section 3(c)(7) status. The issuer lists 6850 Austin Center Boulevard, Suite 300 in Austin, the core SALI Fund Services location, while Cameron J. Vail is identified as Managing Director of the General Partner and SALI Fund Partners, LLC serves as General Partner. The filing history is particularly striking: the March 2025 Form D reported $60,864,588 sold, while the 2026 amendment increased the cumulative amount to $227.012 million, an increase of approximately $166.147 million in roughly eighteen months. The first sale date, however, is August 1, 2009, showing that this is not a newly launched 2025–2026 fund; rather, an older insurance-dedicated structure entered the modern Form D record with substantial existing capital and then expanded sharply.
Sequence Multi Asset IDF · CIK 0002059837Read article →
Rightway Healthcare SEC Form D Review 2026: $155M Fully Sold, 6 Investors and the $22.67M Related-Person Disclosure
Rightway Healthcare, Inc. is a verifiable Delaware operating company rather than a fund or SPV, and its September 8, 2026 Form D documents a substantial new company-level equity financing. The filing reports a fixed $154,999,891 offering, the full amount already sold, $0 remaining and only six investors following a fir
Rightway Healthcare, Inc. · CIK 0001769765Read article →
Is Crewe Partners Three, LLC Legit? SEC Form D Review 2026: $7.075M Fully Sold, 48 Investors and Crewe's Deal-by-Deal Merchant Banking Model
Crewe Partners Three, LLC is a verifiable 2026 Delaware pooled investment vehicle based at Crewe Capital's Salt Lake City headquarters. Its September 10, 2026 SEC Form D reports a fixed $7,075,000 offering that was fully sold to 48 investors, leaving $0 remaining, with a first sale on August 19, 2026. The issuer relies on Rule 506(b) and Section 3(c)(1), offers pooled investment fund interests, reports a technical $0 minimum investment, no sales commissions and no finder's fees, and states that the offering is not expected to last more than one year. Crewe Partners, LLC is listed as promoter and manager, while Kirk Carson signed as Authorized Signatory. The most distinctive figure is Item 16: $11,000 of gross offering proceeds is reported as used or proposed to be used for payments to related persons. That is small relative to the total raise, but it shows that at least some sponsor-side economics are visible directly in the SEC filing. More importantly, the vehicle's compact size, full subscription and 48-investor base fit Crewe's public principal-investing model much better than a conventional blind-pool private-equity fund. :contentReference[oaicite:0]{index=0}
Crewe Partners Three, LLC · CIK 0002153796Read article →
Fab2 SEC Form D Review 2026: Why $556M Sold Exceeds Its $500M Series A and What the $88M Conversion Reveals
Fab2, Inc. is a verifiable Delaware semiconductor company formerly known as Atomic Semi, and its September 8, 2026 Form D documents one of the larger private semiconductor financings of the year. The filing reports a total offering of $587,997,030, with $556,021,222 sold to 89 investors and $31,975,808 remaining after
Fab2, Inc. · CIK 0002151752Read article →
Is PHB Capital Fund, LLC Legit? SEC Form D Review 2026: $5M Debt Offering, Pinnacle Home Buyers Link and Central Valley Real Estate Strategy
PHB Capital Fund, LLC is a verifiable 2026 Delaware real-estate issuer whose September 10, 2026 SEC Form D describes a $5,000,000 offering combining debt and pooled investment fund interests under Rule 506(b). The fund reported $0 sold, zero investors and "first sale yet to occur" at filing, with a $50,000 minimum investment, an offering expected to last more than one year, no disclosed broker-dealer, $0 sales commissions and $0 finder's fees. Jason Pritchard is the only related person identified and signed as President of Manager. The most important research finding is the entity penetration: PHB Capital Fund uses 1187 N. Willow Ave., Suite 103, PMB 609, Clovis, California and phone 559-994-1821; those exact contact details are also publicly associated with Pinnacle Investments LLC, a Clovis real-estate investment and home-buying business owned by Jason Pritchard. That exact three-point match — person, address and phone — creates a substantially stronger operating-company connection than a simple same-name assumption. :contentReference[oaicite:0]{index=0}
PHB Capital Fund, LLC · CIK 0002153826Read article →
Is Comedor Capital SPV I, LP Legit? SEC Form D Review 2026: $5.706M Fully Sold, 19 Investors and the Overfuel $6M Growth-Equity Connection
Comedor Capital SPV I, LP is a verifiable 2026 Delaware pooled investment vehicle whose September 10, 2026 Form D reports a fixed $5,706,250 offering that was already fully sold to 19 investors, leaving $0 remaining. The vehicle relies on Rule 506(b) and Section 3(c)(1), reported a first sale on August 12, 2026, offers pooled investment fund interests, shows a technical $0 minimum investment, and reports no sales commissions or finder's fees. Comedor Capital is listed as the General Partner and promoter, while Kirk Carson signed the filing as Authorized Signatory. The legal issuer is based at 1210 Ruth Avenue in Austin, Texas, which is consistent with Comedor's public identity as an Austin-based growth-equity investor. The most distinctive part of this case is the timing and amount: seven days after this Form D appeared publicly, Overfuel announced a $6 million growth-equity investment from Comedor Capital. The SPV's $5.70625 million fully subscribed size is strikingly close to the announced $6 million Overfuel transaction, making Overfuel a plausible underlying target, but the Form D itself does not name Overfuel and there is no primary public document reviewed here that conclusively proves SPV I owns that investment. :contentReference[oaicite:0]{index=0}
Comedor Capital SPV I, LP · CIK 0002153784Read article →
CorePower Magnetics SEC Form D Review 2026: $14.36M Equity Raise Behind a DOE-Backed U.S. Magnetics Manufacturing Scale-Up
CorePower Magnetics, Inc. is a verifiable Pittsburgh advanced-manufacturing company whose September 8, 2026 Form D shows a substantial company-level equity financing rather than a pooled investment fund or SPV. The filing reports a fixed $14,577,692 Equity offering under Rule 506(b), with $14,357,692 already sold, $220
CorePower Magnetics, Inc. · CIK 0001901939Read article →
Is Integra Multifamily Opportunity Fund LP Legit? SEC Form D Review 2026: $47.35M Sold, 33 Investors and Integra's $151.4M Multifamily Exit
Integra Multifamily Opportunity Fund LP is a verifiable 2025 Delaware real-estate fund whose September 10, 2026 SEC Form D shows a $125 million offering with $47.35 million already sold to 33 investors and $77.65 million remaining. The fund reported its first sale on August 22, 2026, meaning roughly 37.9% of the stated offering had been subscribed within less than three weeks of the first reported sale. It relies on Rule 506(b) and checks both Sections 3(c)(1) and 3(c)(7), offers equity and pooled investment fund interests, reports a $1 million minimum investment while explicitly giving the General Partner discretion to accept smaller amounts, and shows $0 sales commissions and $0 finder's fees. Integra Multifamily Fund GP LLC is the General Partner, Integra Opportunity Fund Manager LLC is the Investment Manager, and the filing names Cory Yeffet, Paulo Melo, Nelson Stabile, Matthew Scarola and Victor Ballestas among the key principals and promoters. The most important differentiator is that this fund launched only months after Integra completed one of South Florida's larger recent apartment realizations: the sale of the 380-unit Biscayne Shores complex for approximately $151.4 million in May 2026. That transaction is not a Fund asset or Fund return, but it gives unusually concrete evidence that the sponsor has recently taken a large multifamily development from ownership to institutional-scale exit. :contentReference[oaicite:0]{index=0}
Integra Multifamily Opportunity Fund LP · CIK 0002107754Read article →
Is Shenkman Short Duration Insurance Fund Legit? SEC Form D Review 2026: $282.4M Sold, 2 Investors and SALI Insurance-Dedicated Fund Structure
Shenkman Short Duration Insurance Fund Series Interests of the SALI Multi-Series Fund, L.P. is a verifiable Delaware pooled investment fund whose latest Form D/A was filed on September 15, 2026. The filing reports an indefinite Rule 506(b) offering with $282,422,623 sold to only two investors, a $1,000,000 minimum investment, a first sale on January 15, 2020, Section 3(c)(7) status, and estimated sales commissions of $280,234 with no finder's fees. The issuer's principal place of business is 6850 Austin Center Boulevard, Suite 300, Austin, Texas, while SALI Fund Partners, LLC is identified as General Partner and Cameron Vail as Managing Director of that GP. This structure immediately distinguishes the vehicle from a normal Shenkman commingled hedge fund: the legal issuer sits on SALI's insurance-dedicated fund platform, while the Shenkman name identifies the underlying investment manager/strategy relationship rather than the general partner or administrator. The key research question is therefore not simply whether Shenkman exists, but how a Shenkman-managed short-duration credit mandate is packaged inside an insurance-dedicated wrapper used by life-insurance separate accounts.
Shenkman Short Duration Insurance Fund Series Interests of the SALI Multi-Series Fund, L.P. · CIK 0002051830Read article →
Castelion SEC Form D Review 2026: $647M Equity Sold Behind the $1B Blackbeard Hypersonic Series C
Castelion Corp's August 2026 Form D is one of the clearest examples of why a private-company financing headline should not be copied directly into an SEC research article. The Form D reports a fixed $800,000,173 Equity offering under Rule 506(b), with $647,000,679 sold, $152,999,494 remaining and 17 investors after a f
Castelion Corp · CIK 0001973707Read article →
FF RBL Fund 2 SEC Form D Review 2026: $100K Sold After the Earlier $640K FF Rebel Fund
FF RBL Fund 2 a Series of FF SPV Holdings LLC is a real and fully subscribed 2026 venture investment vehicle, but the most important research question is not whether the Series exists. The August 28 Form D reports a fixed $100,000 offering, the entire $100,000 sold, $0 remaining and eight investors, with first sale on
FF RBL Fund 2 a Series of FF SPV Holdings LLC · CIK 0002139916Read article →
Is Portion Oil & Gas Investor Holdings II, L.P. Legit? SEC Form D Review 2026: New $0-Sold Fund, $20.2M Predecessor and Portion Capital Energy Strategy
Portion Oil & Gas Investor Holdings II, L.P. is a verifiable 2026 Delaware private-equity fund tied directly to Portion Capital. Its September 10, 2026 SEC Form D is a launch-stage filing: the issuer reports an indefinite offering, $0 sold, zero investors and "first sale yet to occur," while relying on Rule 506(b) and Section 3(c)(7). PC Oil and Gas Fund Holdings II GP LLC is the General Partner; James Crain is identified as President of the General Partner; Nathan Watkin as Managing Director of the General Partner; and Portion Capital Management, LLC as investment adviser and promoter. The address and phone — 6125 Luther Lane #281, Dallas, Texas, 214-450-1262 — match the sponsor's earlier oil-and-gas fund infrastructure. The most important research point is therefore not the new fund's current scale, because the filing still shows $0 raised; it is the continuity with Portion Oil & Gas Investor Holdings, L.P., the 2024 predecessor vehicle that was fully subscribed at $20.2 million across 44 investors. :contentReference[oaicite:0]{index=0}
Portion Oil & Gas Investor Holdings II, L.P. · CIK 0002154259Read article →