# Stephen Carlson

Stephen Carlson of Boston, MA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 24 filing roles across Form D (23), Form ADV (1).

## Filings (24)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2026-01-09 | Form ADV | [HARVEST PARTNERS, LP](https://search.stillhousedata.com/firm/158284) | PRESIDENT, PRIVATE EQUITY / PARTNER | NEW YORK, NY |
| 2026-02-10 | Form D | [Independent Return, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1475397&type=&dateb=&owner=include&count=40) | Related Person | BOSTON, MA |
| 2026-02-10 | Form D | [Public Markets, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1345875&type=&dateb=&owner=include&count=40) | Related Person | BOSTON, MA |
| 2026-02-10 | Form D | [Independent Return Offshore Vehicle, Ltd.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1503906&type=&dateb=&owner=include&count=40) | Related Person | GRAND CAYMAN, E9 |
| 2025-03-10 | Form D | [Private Equity IX, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1962436&type=&dateb=&owner=include&count=40) | Executive Officer | BOSTON, MA |
| 2025-02-24 | Form D | [Private Equity IX Offshore, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1963880&type=&dateb=&owner=include&count=40) | Executive Officer | GRAND CAYMAN, E9 |
| 2025-02-21 | Form D | [Private Equity IX - Venture/Growth, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1962433&type=&dateb=&owner=include&count=40) | Executive Officer | BOSTON, MA |
| 2025-02-24 | Form D | [Private Equity IX - Buyouts, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1962434&type=&dateb=&owner=include&count=40) | Executive Officer | BOSTON, MA |
| 2025-02-21 | Form D | [Private Co-Investment Opportunities IV, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1962440&type=&dateb=&owner=include&count=40) | Executive Officer | BOSTON, MA |
| 2025-02-21 | Form D | [Private Opportunistic Assets II - Tax-Exempt, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1991254&type=&dateb=&owner=include&count=40) | Executive Officer | BOSTON, MA |
| 2025-03-10 | Form D | [Private Opportunistic Assets II, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1986803&type=&dateb=&owner=include&count=40) | Executive Officer | BOSTON, MA |
| 2025-02-21 | Form D | [Private Opportunistic Assets II - Opportunistic, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1986802&type=&dateb=&owner=include&count=40) | Executive Officer | BOSTON, MA |
| 2026-02-09 | Form D | [Private Equity X - Venture/Growth, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043363&type=&dateb=&owner=include&count=40) | Related Person | BOSTON, MA |
| 2025-11-04 | Form D | [Private Equity X Offshore, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043360&type=&dateb=&owner=include&count=40) | Executive Officer | GRAND CAYMAN, E9 |
| 2026-02-09 | Form D | [Private Equity X - Buyouts, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043359&type=&dateb=&owner=include&count=40) | Related Person | BOSTON, MA |
| 2026-02-09 | Form D | [Private Equity X, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043357&type=&dateb=&owner=include&count=40) | Related Person | BOSTON, MA |
| 2026-02-09 | Form D | [Private Co-Investment Opportunities V, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043393&type=&dateb=&owner=include&count=40) | Related Person | BOSTON, MA |
| 2026-03-27 | Form D | [Harvest Partners Structured Capital Fund IV (Parallel), L.P.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2059588&type=&dateb=&owner=include&count=40) | Related Person | NEW YORK, NY |
| 2026-03-27 | Form D | [Harvest Strategic Associates Structured Capital Fund IV, L.P.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2059589&type=&dateb=&owner=include&count=40) | Related Person | NEW YORK, NY |
| 2026-03-27 | Form D | [Harvest Partners Structured Capital Fund IV, L.P.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2059585&type=&dateb=&owner=include&count=40) | Related Person | NEW YORK, NY |
| 2026-03-24 | Form D | [Private Energy I, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111402&type=&dateb=&owner=include&count=40) | Executive Officer | BOSTON, MA |
| 2026-03-24 | Form D | [Private Opportunistic III, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111397&type=&dateb=&owner=include&count=40) | Executive Officer | BOSTON, MA |
| 2026-03-24 | Form D | [Private Opportunistic Assets III, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111399&type=&dateb=&owner=include&count=40) | Executive Officer | BOSTON, MA |
| 2026-06-03 | Form D | [Private Opportunistic Assets III - Tax-Exempt, LP](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2138547&type=&dateb=&owner=include&count=40) | Related Person | BOSTON, MA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.