Investor · Boston, MA

Joe D. Lu

Open Joe in the network graph →

Filings

69

SEC Form D

Connections

228

co-filers

Capital

—

across filings

Active

Feb 2021

to Dec 2022

Most-connected co-filers (228)

Lisa B. Schwarzberg · Boston, MA46 shared Rene J. Canezin · Boston, MA43 shared Michael P. Guarnieri · Boston, MA40 shared Evolution Credit Partners Management, Llc · Boston, MA28 shared Brian D. Harpish · Boston, MA28 shared Evolution Credit Partners Management, Llc · Boston, MA28 shared Evolution Credit Partners Management, Llc · Boston, MA28 shared Afton Capital Management LLC · Charlotte, NC15 shared James Holbrook, Jr · WALPOLE, MA15 shared Evolution Credit Finance Advisors I Gp, Llc · Boston, MA15 shared Evolution Credit Finance Advisors I Gp, Llc · Boston, MA15 shared Foster Chase · WALPOLE, MA15 shared Jay D. Nelson · Richmond, VA15 shared Robert B. Smith, Iv · Richmond, VA15 shared Robert R. Hahn · Wyomissing, PA15 shared Marlin J. Miller · Wyomissing, PA15 shared Evolution Credit Finance Advisors I Gp, Llc · Boston, MA15 shared Francis K. Crawford · Wyomissing, PA15 shared Michael N. Petkovich · Newport News, VA13 shared Mike Mulica · New York, NY13 shared Mark C. Earley · Houston, TX11 shared 333 North Water Street LLC · Houston, TX11 shared Michael Tessitore · Cranford, NJ11 shared Brian Johnson · Austin, TX11 shared

Recent filings (69)

Bill360, Inc.Sep 2025 · 24 co-filers$13.8M MetLife Emerging Market Debt, L.P.Jul 2025 · 13 co-filers MetLife Emerging Market Debt Blend Fund (Insurance Rated), L.P.Jul 2025 · 13 co-filers Evolution Credit Partners Trade Finance Offshore, L.P.Jun 2025 · 24 co-filers Evolution Credit Partners Trade Finance Master, L.P.Jun 2025 · 24 co-filers Evolution Credit Partners Trade Finance, L.P.Jun 2025 · 24 co-filers$122.8M Evolution Credit Partners Trade Finance Offshore, L.P.Jun 2025 · 24 co-filers Evolution Credit Partners Trade Finance, L.P.Jun 2025 · 24 co-filers$122.8M Evolution Credit Partners Trade Finance Master, L.P.Jun 2025 · 24 co-filers Bill360, Inc.Feb 2025 · 21 co-filers$12.0M Evolution Credit Opportunity Fund III LPJan 2025 · 14 co-filers MetLife Emerging Market Debt, L.P.Jul 2024 · 16 co-filers Socotra Opportunity Fund II LLCJul 2024 · 7 co-filers$100.0M MetLife Emerging Market Debt Blend Fund (Insurance Rated), L.P.Jul 2024 · 16 co-filers FUNNY WATER, INCOct 2023 · 16 co-filers$3.6M HERZER FINANCIAL MORTGAGE FUND, LLCOct 2023 · 12 co-filers$250.0M MetLife Emerging Market Debt, L.P.Jul 2023 · 19 co-filers Evolution Credit Opportunity Fund II, L.P.Feb 2023 · 14 co-filers$635.3M Socotra Opportunity REIT I LLCFeb 2023 · 8 co-filers$100.0M Socotra Opportunity REIT I LLCFeb 2023 · 8 co-filers$100.0M FUNNY WATER, INCFeb 2023 · 14 co-filers$3.5M Mytee, LLCJan 2023 · 13 co-filers$20.0M Evolution Credit Partners Trade Finance, L.P.Dec 2022 · 21 co-filers$86.8M ECP Credit Strategies - A Offshore Holdings, L.P.Dec 2022 · 22 co-filers ECP Credit Strategies - A Onshore Holdings, LLCDec 2022 · 22 co-filers

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