Investor · Richmond, VA

Charles W. Portz

Open Charles in the network graph →

Filings

33

SEC Form D

Connections

122

co-filers

Capital

$652.9M

across filings

Active

Jul 2015

to Jun 2023

Most-connected co-filers (122)

Benjamin W. Joffe · Richmond, VA14 shared EVR Research LP · Richmond, VA10 shared EVR Opportunity (GP), LLC · Richmond, VA9 shared Andrew Vitus · SAN FRANCISCO, CA7 shared Nathan White · Provo, UT7 shared Robert Doyle · Irvine, CA7 shared Gennady Alferenko · Irvine, CA7 shared Tammi Smorynski · Pasadena, CA6 shared Brian Hirsch · New York, NY5 shared Ashwin Gupta · New York, NY5 shared Arda Minocherhomjee · Boston, MA5 shared Rajen Dalal · Redwood City, CA5 shared Matthew P. Ellis · San Diego, CA4 shared Jack Carroll · Irvine, CA4 shared Burton Young · Irvine, CA4 shared Susan K. Abushakra, M.D · Framingham, MA4 shared John K. Hey, Ph.D · Framingham, MA4 shared Dan Roy · Atlanta, GA4 shared Neil W. Flanzraich · Framingham, MA4 shared Diane K. Jorkasky, M.D · Framingham, MA4 shared Jonathan M. Hallett · Denver, CO4 shared Rand Sperry · Irvine, CA4 shared Jordan W. Heller · Framingham, MA4 shared Kenneth A. Mace · Framingham, MA4 shared

Recent filings (33)

InfraSight Software CorpDec 2025 · 5 co-filers$2.5M InfraSight Software CorpDec 2025 · 5 co-filers$2.5M InfraSight Software CorpSep 2025 · 5 co-filers$2.5M InfraSight Software CorpSep 2025 · 5 co-filers$2.5M InfraSight Software CorpMay 2025 · 5 co-filers$2.5M InfraSight Software CorpMay 2025 · 5 co-filers$2.5M ALZHEON, INC.Feb 2025 · 37 co-filers$150.0M Kainos GF Holdings LPJan 2025 · 29 co-filers Kainos GF Holdings Feeder LPJan 2025 · 29 co-filers ALZHEON, INC.Jan 2025 · 37 co-filers$125.0M ALZHEON, INC.Mar 2024 · 35 co-filers$50.0M EVR Offshore Partners Fund, Ltd.Jun 2023 · 13 co-filers EVR Opportunity Fund, LPJun 2023 · 9 co-filers ALZHEON, INC.Jan 2023 · 26 co-filers$50.0M Mountain Industrial REIT LLCJan 2023 · 10 co-filers$125K LSMD Fund REIT LLCJan 2023 · 12 co-filers$125K EVR Opportunity Fund, LPJun 2022 · 9 co-filers EVR Offshore Partners Fund, Ltd.Jun 2022 · 13 co-filers EVR Opportunity Fund, LPJul 2021 · 9 co-filers EVR Offshore Partners Fund, Ltd.Jun 2021 · 11 co-filers EVR Opportunity Fund, LPJul 2020 · 9 co-filers EVR Opportunity Fund, LPJun 2019 · 9 co-filers EVR Master Fund, LPNov 2018 · 9 co-filers EVR Opportunity Fund, LPJun 2018 · 9 co-filers EVR Opportunity Fund, LPJun 2017 · 9 co-filers

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