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 3 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Valence8 PE 2022 Fund | Jul 21, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Caden Long Equity Fund | Jul 22, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | 26North Private Equity Fund I | Jul 23, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Jul 28, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC | Jul 28, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jul 28, 2025 | Purchase | $500.0K+ | Filing ↗ |
| — | MSD Credit Opportunity Fund, L.P. | Jul 30, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Jul 30, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jul 30, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Cresta SC Fund I-A LP | Jul 30, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Aug 1, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Turnbridge Real Estate Fund II | Aug 12, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCP GP Fund II LP | Aug 14, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | RCG Momentum LP | Aug 14, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | SRP Continuation Partners LP | Aug 18, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Caden FLV, LLC | Aug 20, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | MSD Real Estate Credit Opportunity Fund II | Aug 20, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Aug 26, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Aug 29, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | RCG Ventures Fund VIII | Sep 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Caden FLV, LLC | Sep 4, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | NFP Continuation Partners, LP. | Sep 4, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Sep 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | MSD EIV Private, LLC | Sep 10, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Sep 11, 2025 | Sale | $15.0K – $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