Investor · Fort Lee, NJ

Kathy Nelson

Open Kathy in the network graph →

Filings

20

SEC Form D

Connections

171

co-filers

Capital

$674.1M

across filings

Active

Jan 2017

to Jan 2025

Most-connected co-filers (171)

Shimon Eisikowicz · Fort Lee, NJ18 shared Arlen Gelbard · Fort Lee, NJ18 shared Adam Goller · Fort Lee, NJ17 shared Randall H. Guthrie · Colorado Springs, CO9 shared Arthur M. Krieg · Cambridge, MA9 shared N. Pnc Bank, National Association · Pittsburgh, PA9 shared Maurice A. Gaubatz · Colorado Springs, CO9 shared Josh C. Stopek · Ann Arbor, MI9 shared Carol A. Kuha · MINNEAPOLIS, MN9 shared Darren J. Stainrod · GRAND CAYMAN, Cayman Islands9 shared Needham Investment Management, L.L.C · New York, NY9 shared Akhil C. Tripathi · Ann Arbor, MI9 shared Gretchen L. Kelly · Portland, OR9 shared James F. Angelos · Charlotte, NC9 shared Lee A. Daniel Iii · Colorado Springs, CO9 shared Randall T. Brumfield · Williamson, WV9 shared Trent Frisina · ALISO VIEJO, CA9 shared Mike Olsen · ALISO VIEJO, CA9 shared Tom C. Tefft · Ann Arbor, MI9 shared Tom Cipolla · ALISO VIEJO, CA9 shared Bryan J. Smith · Seattle, WA9 shared Andrew C. Von Eschenbach · Montgomery, TX8 shared Gilles Gade · Fort Lee, NJ8 shared Jacqueline B. Kosecoff · New York, NY8 shared

Recent filings (20)

Balance Point Capital Partners VII, L.P.Jan 2025 · 42 co-filers CRB Group, Inc.Feb 2022 · 55 co-filers CRB Group, Inc.Feb 2021 · 51 co-filers$6.0M CRB Group, Inc.Sep 2020 · 53 co-filers$106.0M CRB Group, Inc.May 2020 · 53 co-filers CRB Group, Inc.Dec 2019 · 53 co-filers$200.0M Balance Point Capital Partners IV, L.P.Nov 2019 · 14 co-filers$100.0M PNC LIHTC FUND 72, LLCSep 2019 · 29 co-filers PNC LIHTC Fund 71, LLCJun 2019 · 53 co-filers$168.9M PNC LIHTC Fund 71, LLCJun 2019 · 53 co-filers$168.9M PNC LIHTC Fund 70, LLCDec 2018 · 49 co-filers$154.9M CRB Group, Inc.Dec 2018 · 56 co-filers$75.0M CRB Group, Inc.Dec 2018 · 56 co-filers$23.8M PNC LIHTC Fund 68, LLCOct 2018 · 49 co-filers PNC LIHTC Fund 67, LLCSep 2018 · 31 co-filers$102.9M CRB Group, Inc.Jun 2018 · 50 co-filers$27.0M PNC Real Estate Tax Credit Capital Institutional Fund 66, LLCDec 2017 · 48 co-filers$121.8M PNC Real Estate Tax Credit Capital Institutional Fund 65, LLCAug 2017 · 30 co-filers$115.6M PNC Real Estate Tax Credit Capital Institutional Fund 64, LLCJan 2017 · 42 co-filers$90.5M BALANCE POINT CAPITAL PARTNERS II, L.P.Jan 2017 · 10 co-filers$81.0M

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Kathy in the interactive graph →