Investor · Scottsdale, AZ

Ann Mccartney

Open Ann in the network graph →

Filings

6

SEC Form D

Connections

19

co-filers

Capital

—

across filings

Active

Mar 2009

to Nov 2025

Most-connected co-filers (19)

Steven Darak · Scottsdale, AZ6 shared SWI Management, LLC · Scottsdale, AZ6 shared Robert L. Friedman · New York, NY4 shared Douglas I. Ostrover · NEW YORK, NY4 shared George A. Fan · NEW YORK, NY4 shared Shane R. Albers · Scottsdale, AZ4 shared Bennett J. Goodman · New York, NY4 shared BlackRock Financial Management, Inc · New York, NY4 shared William Meris · Scottsdale, AZ4 shared Brian Peterson · Scottsdale, AZ4 shared Terri Guske · Scottsdale, AZ4 shared Matthew W. Quigley · New York, NY4 shared Tripp Smith · New York, NY4 shared Jordan Wolf · Peoria, IL2 shared Rebecca Frye · Peoria, IL2 shared Darren Frye · Peoria, IL2 shared Fawn Medesha · Scottsdale, AZ1 shared Sharon Jutila · Scottsdale, AZ1 shared Jerome Joseph · Scottsdale, AZ1 shared

Recent filings (6)

5Up3Down Fund LPNov 2025 · 8 co-filers 5Up3Down Fund LPNov 2025 · 8 co-filers Strategic Wealth & Income Fund, LLCMay 2010 · 13 co-filers$700.0M Strategic Wealth & Income Fund, LLCMar 2010 · 13 co-filers$700.0M Strategic Wealth & Income Fund, LLCOct 2009 · 13 co-filers$700.0M Strategic Wealth & Income Fund, LLCMar 2009 · 16 co-filers$700.0M

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