John Phelan

Branch: executive
State/District:
Total Trades: 191
Unique Assets: 84
Last Trade Date: April 20, 2026

Latest Trades

Asset Type Date
Valence8 PE 2025 Fund Purchase April 20, 2026
Valence8 PE 2024 Fund Purchase April 20, 2026
Carriage House Investments LLP Sale April 15, 2026
Valence8 Cayman LP Sale April 13, 2026
MSD Special Investments Fund L.P. Sale April 10, 2026
All trades →

Most Traded Assets

Asset Count
Dawson Portfolio Finance 5 LP 15
Kingfish Investments II, LLC 8
Kingfish Investments X, LLC 7
MSD Investment Corp. (BDC) 6
RCG Ventures Fund VIII 6

All Reports

Filing Date Report
June 5, 2026
June 5, 2026
June 4, 2026
June 4, 2026
June 4, 2026
June 4, 2026
May 22, 2026
May 22, 2026
April 25, 2026
March 26, 2026
March 26, 2026
Feb. 27, 2026
Feb. 27, 2026