JP
FORMER OFFICIAL
John Phelan
—
Transactions
191
Total transactions associated with this filer
Disclosed purchases
87
$17.5M+
Average modeled return
-14.8%
2 of 87 purchases modeled
Average vs. S&P 500
-22.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
2 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
2 of 87 disclosed purchases have modeled returns for this period. 85 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 2 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Dawson Portfolio Finance 5 LP See Endnote | Apr 29, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | RCG Momentum LP | Nov 14, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Mar 23, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Sep 18, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC | Sep 25, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | 26North BDC, Inc. | Mar 12, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD Special Investments Fund II See Endnote | Mar 28, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Cotulla Aviation LP | Sep 19, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Two Roads Development LLC Loan | Sep 15, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | RCG Momentum LP | Feb 11, 2026 | Sale | $50.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Mar 24, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Turnbridge Real Estate Fund II See Endnote | Mar 26, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | GMF Group Fund II, LLC | Jan 28, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Sep 25, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Apr 29, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCP GP Fund II, LP See Endnote | Apr 21, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | TMG Haynesville Investors, LLC | Sep 24, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Kingfish Investments V, LLC | Mar 27, 2026 | Sale | $250.0K+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Mar 31, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities LP | Jan 13, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Bear Lake Operations LLC | Feb 26, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Feb 26, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Valence8 PE 2025 Fund | Apr 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Sep 30, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Jul 18, 2025 | Sale | $50.0K+ | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians