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 7 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Turnbridge Real Estate Fund II | Aug 12, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Valence8 PE 2025 Fund | Mar 30, 2026 | Purchase | $1.0M+ | Filing ↗ |
| — | MSD EIV Private, LLC | Sep 10, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private LLC - Series B | Nov 20, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Valence8 PE 2024 Fund | Jan 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Sep 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Valence8 PE 2022 Fund | Jul 21, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | RCP GP Fund II LP | Nov 12, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jul 28, 2025 | Purchase | $500.0K+ | Filing ↗ |
| — | MSD Holdings, LP | Jan 12, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Sep 11, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments X, LLC | Nov 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Apr 20, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 26, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Valence8 PE 2024 Fund | Oct 20, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund LP | Feb 12, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Red Cell Partners | May 27, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | MSD Real Estate Credit Opportunity Fund II | Aug 20, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Mar 31, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD Credit Opportunity Fund, L.P. See Endnote | Mar 28, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | 26North BDC, Inc | Jun 12, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments II, LLC | Oct 8, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | SRP Continuation Partners LP | Nov 20, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD Special Investments Fund II | Oct 27, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Jan 9, 2026 | Sale | $1.0M+ | 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