Stephen Carlson of Boston, MA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Stephen Carlson appears on 24 filing roles across Form D (23), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-09 | Form ADV | HARVEST PARTNERS, LP | PRESIDENT, PRIVATE EQUITY / PARTNER | NEW YORK, NY |
| 2026-02-10 | Form D | Independent Return, LLC | Related Person | BOSTON, MA |
| 2026-02-10 | Form D | Public Markets, LLC | Related Person | BOSTON, MA |
| 2026-02-10 | Form D | Independent Return Offshore Vehicle, Ltd. | Related Person | GRAND CAYMAN, E9 |
| 2025-03-10 | Form D | Private Equity IX, LP | Executive Officer | BOSTON, MA |
| 2025-02-24 | Form D | Private Equity IX Offshore, LP | Executive Officer | GRAND CAYMAN, E9 |
| 2025-02-21 | Form D | Private Equity IX - Venture/Growth, LP | Executive Officer | BOSTON, MA |
| 2025-02-24 | Form D | Private Equity IX - Buyouts, LP | Executive Officer | BOSTON, MA |
| 2025-02-21 | Form D | Private Co-Investment Opportunities IV, LP | Executive Officer | BOSTON, MA |
| 2025-02-21 | Form D | Private Opportunistic Assets II - Tax-Exempt, LP | Executive Officer | BOSTON, MA |
| 2025-03-10 | Form D | Private Opportunistic Assets II, LP | Executive Officer | BOSTON, MA |
| 2025-02-21 | Form D | Private Opportunistic Assets II - Opportunistic, LP | Executive Officer | BOSTON, MA |
| 2026-02-09 | Form D | Private Equity X - Venture/Growth, LP | Related Person | BOSTON, MA |
| 2025-11-04 | Form D | Private Equity X Offshore, LP | Executive Officer | GRAND CAYMAN, E9 |
| 2026-02-09 | Form D | Private Equity X - Buyouts, LP | Related Person | BOSTON, MA |
| 2026-02-09 | Form D | Private Equity X, LP | Related Person | BOSTON, MA |
| 2026-02-09 | Form D | Private Co-Investment Opportunities V, LP | Related Person | BOSTON, MA |
| 2026-03-27 | Form D | Harvest Partners Structured Capital Fund IV (Parallel), L.P. | Related Person | NEW YORK, NY |
| 2026-03-27 | Form D | Harvest Strategic Associates Structured Capital Fund IV, L.P. | Related Person | NEW YORK, NY |
| 2026-03-27 | Form D | Harvest Partners Structured Capital Fund IV, L.P. | Related Person | NEW YORK, NY |
| 2026-03-24 | Form D | Private Energy I, LP | Executive Officer | BOSTON, MA |
| 2026-03-24 | Form D | Private Opportunistic III, LP | Executive Officer | BOSTON, MA |
| 2026-03-24 | Form D | Private Opportunistic Assets III, LP | Executive Officer | BOSTON, MA |
| 2026-06-03 | Form D | Private Opportunistic Assets III - Tax-Exempt, LP | Related Person | BOSTON, MA |