Investor · Los Angeles, CA

Fred A. Fern

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Filings

149

SEC Form D

Connections

366

co-filers

Capital

$959.5M

across filings

Active

Mar 2009

to Nov 2024

Most-connected co-filers (366)

James L. Carruthers, Jr · MENLO PARK, CA85 shared Todd L. Moodey · MENLO PARK, CA85 shared Laurence W. Cohen · New York, NY84 shared Frank A. Seidman · Blue Bell, PA75 shared Richard A. Degner · Stafford, TX75 shared Fran A. Donato · Blue Bell, PA75 shared Jessica A. Starkey · Blue Bell, PA73 shared Nimish N. Sanghrajka · Blue Bell, PA73 shared Jared N. Zeisler · Blue Bell, PA73 shared Chartwell Family Office, Llc · Los Angeles, CA32 shared Chartwell Family Office, Llc · LOS ANGELES, CA26 shared David Guenoun · Miami, FL25 shared Michael C. Aronstein · New York, NY25 shared Jason 1. Morganroth · Blue Bell, PA24 shared Sergio Rok · Miami, FL23 shared Michael M. Rothenberg · NEW YORK, NY23 shared Michael F. Daly · New York, NY21 shared Rami 1. Hakim · Blue Bell, PA21 shared Michael M. Triplett · New York, NY21 shared William F. Cesare · Providence, RI21 shared Tad R. Herz · Denver, CO21 shared Carolanne 1. Viola · Blue Bell, PA21 shared Scott J. Reiman · Denver, CO20 shared Nathan F. Taft · New York, NY20 shared

Recent filings (149)

Planters Holding CoJan 2026 · 20 co-filers$53.5M CHARTWELL FAMILY FUND LPNov 2025 · 4 co-filers$200.0M CHARTWELL FAMILY FUND TFI LPNov 2025 · 4 co-filers$200.0M CHARTWELL FAMILY FUND LPNov 2025 · 4 co-filers$200.0M CHARTWELL FAMILY FUND TFI LPNov 2025 · 4 co-filers$200.0M Chartwell Family ETF Fund, L.P.Aug 2025 · 3 co-filers EPOCH CAPITAL US FEEDER FUND SERIES LLC - ATLAS FUND PROTECTED SERIESAug 2025 · 11 co-filers EPOCH CAPITAL US FEEDER FUND SERIES LLC - OLYMPUS MULTI-FUND FUND PROTECTED SERIESAug 2025 · 11 co-filers EPOCH CAPITAL OFFSHORE FUND SPCAug 2025 · 11 co-filers CSW Luxor VIII UD, L.P.May 2025 · 31 co-filers$16.5M Heritage Healthcare Innovation Fund IV, LPApr 2025 · 13 co-filers$400.0M CHARTWELL FAMILY FUND TFI LPNov 2024 · 3 co-filers$200.0M CHARTWELL FAMILY FUND LPNov 2024 · 3 co-filers$200.0M CSW Furnace Street Emmaus, L.P.Aug 2024 · 29 co-filers$12.8M Chartwell Family ETF Fund, L.P.Jun 2024 · 3 co-filers Heritage Healthcare Innovation Fund IV, LPApr 2024 · 13 co-filers$400.0M CHARTWELL FAMILY FUND LPDec 2023 · 2 co-filers$200.0M CHARTWELL FAMILY FUND TFI LPDec 2023 · 2 co-filers$200.0M Minnetonka Marsh, LLCNov 2023 · 31 co-filers$13.8M Chartwell Family ETF Fund, L.P.Jul 2023 · 3 co-filers CA Land Group, LLCJun 2023 · 31 co-filers$10.8M Planters Holding CoApr 2023 · 41 co-filers$811K Heritage Healthcare Innovation Fund IV, LPApr 2023 · 13 co-filers$400.0M CHARTWELL FAMILY FUND TFI LPJan 2023 · 2 co-filers$200.0M CHARTWELL FAMILY FUND LPJan 2023 · 2 co-filers$200.0M

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