Jeffrey Smith

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Jeffrey Smith
Firm
Address3144 Horizon Road Suite 120
Rockwall, TX 75032
Source
Associated Funds Form D Role 2011 - 2026 Raised AUM
XL Batteries Inc 021-590745 Director
13.0 M
of 25.0 M
Texas Health Surgery Center Rockwall LLC 021-576734 Director
0.5 M
of 0.5 M
Apogee Acquisition Sponsor LLC 021-576534 Director
3.3 M
of 4.7 M
Falcon Forge Partners LLC 021-570074 Executive Officer
11.3 M
of 11.6 M
Sparrow Run Partners LLC 021-568453 Executive Officer
9.8 M
of 10.5 M
Pigeon Point Partners LLC 021-565397 Executive Officer
13.4 M
of 13.6 M
Pigeon Point Partners LLC 021-558789 Executive Officer

of 13.6 M
XL Batteries Inc 021-555255 Director
7.5 M
of 10.0 M
KKR Asia Tactical Credit Overseas Feeder LP 021-537080 Executive Officer
Ogeechee Reserve Partners LLC 021-533612 Executive Officer
10.7 M
of 11.4 M
Blue Jay Bend Partners LLC 021-533289 Executive Officer
8.6 M
of 10.0 M
Red Tail Ravine Partners LLC 021-531253 Executive Officer
0.9 M
of 8.7 M
Tilt Five Inc 021-529141 Director
13.9 M
of 19.0 M
Lightmatter Inc 021-527803 Director
350.0 M
of 400.0 M
Cardinal Creek Partners LLC 021-525234 Executive Officer
0.3 M
of 7.7 M
XL Batteries Inc 021-512276 Director
7.7 M
of 7.7 M
KKR Enhanced US Direct Lending Feeder SCSP 021-508858 Executive Officer
785.4 M
Junction Hill Partners LLC 021-501760 Executive Officer
9.2 M
of 9.2 M
Zymeworks Inc 021-501459 Executive Officer
50.0 M
of 50.0 M
Lightmatter Inc 021-500395 Director
155.0 M
of 155.0 M
White Plains Partners LLC 021-500026 Executive Officer
0.7 M
of 7.9 M
SS 2 Clermont LLC 021-497191 Executive Officer
2.4 M
of 2.7 M
Fox Mountain Investors LLC 021-492043 Executive Officer

of 12.0 M
KKR Lending Partners IV Feeder LP 021-490881 Executive Officer
KKR US Direct Lending EEA Feeder SCSP 021-489753 Executive Officer
1,939.6 M
KKR Opportunities Domestic Fund Private Investors II-A LP 021-481256 Executive Officer
KKR Opportunities Offshore Fund Private Investors II-A LP 021-481258 Executive Officer
KKR European Broadly Syndicated Loan Fund 021-479944 Executive Officer
KKR European High Yield Bond Fund 021-479942 Executive Officer
KKR Global Structured Credit Fund 021-479941 Executive Officer
14.0 M
KKR Multi-Asset Class Credit Fund 021-479939 Executive Officer
624.2 M
KKR Multi-Asset Class Fund 021-479937 Executive Officer
KKR US Broadly Syndicated Loan Fund 021-479936 Executive Officer
220.0 M
KKR US High Yield Bond Fund 021-479938 Executive Officer
KKR Opportunistic Real Estate Credit Fund II LP 021-473693 Executive Officer
150.5 M
KC AO Member LLC 021-470586 Executive Officer

of 0.1 M
KKR Opportunistic Real Estate Credit Fund II SCSP 021-468615 Executive Officer
334.0 M
Restor Metabolix Inc 021-462953 Director
1.0 M
of 3.0 M
Upland Road IP HoldCo LLC 021-460648 Executive Officer
1.0 M
of 1.1 M
KKR Revolving Credit Partners Europe II SCSP 021-460324 Executive Officer
175.9 M
KKR Lending Partners IV RTD Feeder LP 021-446912 Executive Officer
496.0 M
Liquid Rarity Exchange LLC 021-446575 Executive Officer
2.2 M
of 5.0 M
Starboard X Fund LP 021-442463 Executive Officer
94.7 M
KKR Lending Partners IV Private Investors LP 021-436143 Executive Officer
11.0 M
KKR US CLO Equity Partners III Onshore Feeder LP 021-436117 Executive Officer
KKR Opportunities Domestic Feeder II LP 021-424760 Executive Officer
KKR Opportunities Domestic Fund Private Investors II LP 021-424762 Executive Officer
6.2 M
KKR Opportunities EEA Fund Private Investors II SCSP 021-424764 Executive Officer
KKR Opportunities Offshore Feeder II LP 021-424765 Executive Officer
KKR Opportunities TE Feeder II LP 021-424766 Executive Officer
150.0 M
Hickory Plantation Partners LLC 021-423929 Executive Officer

of 11.9 M
KKR Opportunities EEA Fund II SCSP 021-419924 Executive Officer
692.1 M
Varsity HYPE Inc 021-411046 Promoter
0.3 M
of 1.5 M
Memorial Houston Surgery Center LLC 021-405310 Director
0.1 M
of 0.1 M
United in Gaming Inc 021-398908 Director
0.3 M
of 0.3 M
Community Merger Sub Inc 021-378668 Executive Officer
7.0 M
of 7.0 M
KKR Dislocation Opportunities Domestic Feeder LP 021-365006 Executive Officer
KKR Dislocation Opportunities Offshore Feeder LP 021-365007 Executive Officer
KKR Dislocation Opportunities Domestic Fund Private Investors LP 021-364963 Executive Officer
377.4 M
KKR Dislocation Opportunities EEA Fund Private Investors SCSP 021-364965 Executive Officer
22.8 M
KKR Dislocation Opportunities TE Feeder LP 021-364966 Executive Officer
412.6 M
Vergepoint Capital Fund XXIV LP 021-362913 Executive Officer
1.2 M
of 30.0 M
GENZ Holdings Inc 021-351693 Executive Officer
1.8 M
of 2.6 M
Cortrust Bank National Association 021-346516 Executive Officer
7.1 M
of 18.1 M
Cannon Workspace LLC 021-342106 Promoter
3.0 M
of 5.0 M
VYPE Media LLC 021-337697 Promoter
0.6 M
of 2.0 M
Midland States Bancorp Inc 021-337115 Director

of 9.7 M
Papa Johns International Inc 021-336759 Director
2.5 M
of 2.5 M
Papa Johns International Inc 021-333110 Director
200.0 M
of 250.0 M
Starboard Value & Opportunity Fund L LP 021-330492 Executive Officer
184.6 M
Sweetwater Land Company LLC 021-329874 Promoter
4.7 M
of 4.7 M
Vergepointe Capital Fund XXIII LP 021-322847 Executive Officer
2.4 M
of 20.0 M
Cortrust Bank National Association 021-321196 Executive Officer
9.3 M
of 10.2 M
Revalesio Corp 021-315481 Director
6.0 M
of 12.0 M
Riptide Autonomous Solutions LLC 021-315568 Executive Officer
0.8 M
of 0.8 M
Catapult Health LLC 021-306422 Executive Officer
2.3 M
of 2.3 M
Alder Biopharmaceuticals Inc 021-304199 Executive Officer
100.0 M
of 260.3 M
KKR PCOP II TE Offshore Private Investors LP 021-302686 Executive Officer
50.0 M
Vergepointe Capital Fund XXII LP 021-299620 Executive Officer
2.3 M
of 10.0 M
KKR Revolving Credit Feeder II-A LP 021-298967 Executive Officer
Midland States Bancorp Inc 021-297750 Director
40.0 M
of 40.0 M
Themac Resources Group Ltd 021-295187 Executive Officer

of 0.1 M
KKR Revolving Credit Feeder II LP 021-289382 Executive Officer
KKR PCOP II Offshore Private Investors LP 021-288324 Executive Officer
Shipt Inc 021-288347 Director
31.9 M
of 40.0 M
Shipt Inc 021-287606 Director
0.2 M
of 0.2 M
KKR Lending Partners III Feeder LP 021-283948 Executive Officer
26.0 M
KKR Lending Partners III Private Investors LP 021-283945 Executive Officer
76.2 M
Midland States Bancorp Inc 021-283696 Director
3.9 M
of 3.9 M
Shipt Inc 021-282981 Director
1.1 M
of 1.1 M
Propetro Holding Corp 021-278076 Executive Officer
170.0 M
of 170.0 M
Providence Medical Technology Inc 021-277153 Executive Officer
7.0 M
of 8.2 M
Catapult Health LLC 021-274449 Executive Officer
10.1 M
of 10.1 M
Vergepointe Capital Fund XXI LP 021-274097 Executive Officer
15.5 M
of 20.0 M
Shipt Inc 021-267877 Director
20.1 M
of 20.1 M
Propetro Holding Corp 021-267584 Executive Officer
2.8 M
KKR PCOP II Offshore Investors Euro LP 021-266428 Executive Officer
44.0 M
Ohio Valley Banc Corp 021-266317 Executive Officer
Providence Medical Technology Inc 021-262017 Executive Officer
3.7 M
of 8.0 M
KKR Special Situations Domestic Feeder II LP 021-260129 Executive Officer
0.5 M
KKR Special Situations Offshore Feeder II LP 021-260127 Executive Officer
0.1 M
Vivex Biomedical Inc 021-254479 Director
6.6 M
of 10.0 M
Pembina Pipeline Corp 021-252445 Director
47.4 M
of 47.4 M
Harpeth Financial Services LLC 021-247716 Executive Officer
17.0 M
Starboard Leaders Select Offshore Fund LP 021-247764 Executive Officer
16.7 M
Riptide Autonomous Solutions LLC 021-246047 Executive Officer
0.3 M
of 1.3 M
Vergepointe Capital Fund XX LP 021-243047 Executive Officer
0.5 M
of 5.0 M
KKR Lending Partners Europe TE Feeder LP 021-242862 Executive Officer
10.0 M
Midland States Bancorp Inc 021-241998 Director
55.3 M
of 55.3 M
KKR Lending Partners Europe GBP Unlevered LP 021-240078 Executive Officer
KKR Revolving Credit Feeder LP 021-239396 Executive Officer
KKR Special Situations Offshore Fund Private Investors II LP 021-237687 Executive Officer
KKR Lending Partners Europe Euro Feeder LP 021-235627 Executive Officer
KKR Lending Partners Europe USD Feeder LP 021-235631 Executive Officer
KKR Lending Partners Europe USD Private Investors LP 021-235663 Executive Officer
Vergepointe Capital Fund XIX LP 021-235335 Executive Officer
1.5 M
of 10.0 M
Midland States Bancorp Inc 021-232156 Director
45.5 M
of 57.5 M
Revionics Inc 021-230536 Executive Officer
30.0 M
of 30.0 M
KKR Special Situations Domestic Feeder II LP 021-230211 Executive Officer
KKR Special Situations Domestic Fund Private Investors II LP 021-230207 Executive Officer
30.9 M
KKR Special Situations Offshore Feeder II LP 021-230204 Executive Officer
KKR Special Situations TE Feeder II LP 021-230203 Executive Officer
611.4 M
SSS NW Ohio 2 LLC 021-222802 Executive Officer
0.7 M
of 0.7 M
Harpeth Financial Services LLC 021-221464 Executive Officer
4.0 M
of 8.0 M
Vergepointe Capital Fund XVIII LP 021-220403 Executive Officer
4.5 M
of 10.0 M
KKR Lending Partners II Feeder LP 021-219906 Executive Officer
27.9 M
KKR Lending Partners II Private Investors LP 021-219905 Executive Officer
27.5 M
PSM Holdings Inc 021-215216 Executive Officer
3.2 M
of 3.2 M
Starboard Leaders Offshore Fund LP 021-213695 Executive Officer
86.3 M
Salinas Land Co 021-210219 Executive Officer
1.1 M
of 2.0 M
Vergepointe Capital Fund XVII LP 021-207370 Executive Officer
3.4 M
of 4.8 M
Midland States Bancorp Inc 021-207097 Director

of 72.0 M
Midland States Bancorp Inc 021-207094 Director
16.4 M
of 16.4 M
SSS NW Ohio 1 LLC 021-206294 Executive Officer
0.8 M
of 0.8 M
KKR Special Situations TE Feeder LP 021-203910 Executive Officer
36.1 M
Revionics Inc 021-202833 Executive Officer
11.2 M
of 12.2 M
Amasyn Inc 021-201039 Director
0.3 M
of 0.3 M
Vivex Biomedical Inc 021-199924 Director
7.2 M
of 7.2 M
Midland States Bancorp Inc 021-197743 Director
2.7 M
of 2.7 M
Pembina Pipeline Corp 021-194159 Director
34.6 M
of 34.6 M
Numerex Corp /PA/ 021-191984 Executive Officer
0.9 M
of 0.9 M
PSM Holdings Inc 021-191495 Executive Officer
5.7 M
of 6.0 M
KKR Special Situations Domestic Feeder LP 021-189343 Executive Officer
28.1 M
KKR Special Situations Domestic Fund Private Investors LP 021-189282 Executive Officer
31.2 M
KKR Special Situations Offshore Fund LP 021-189249 Executive Officer
44.6 M
KKR Special Situations Offshore Fund Private Investors LP 021-189269 Executive Officer
2.5 M
PSM Holdings Inc 021-178566 Executive Officer
0.7 M
of 0.7 M
Midland States Bancorp Inc 021-176933 Director
2.1 M
of 2.1 M
Vergepointe Capital Fund XIV LP 021-175484 Executive Officer
1.9 M
of 1.9 M
Vergepointe Capital Fund XII LP 021-174304 Executive Officer
1.1 M
of 1.1 M
KKR Lending Partners Private Investors LP 021-171777 Executive Officer
2.0 M
PSM Holdings Inc 021-168155 Executive Officer
0.7 M
of 0.7 M
Overstockdrugstorecom LLC 021-165796 Executive Officer
0.1 M
of 0.3 M
Vergepointe Capital Fund VII LP 021-165845 Executive Officer
3.6 M
of 3.6 M
Vergepointe Capital Fund Xi LP 021-165837 Executive Officer
0.6 M
of 9.8 M
PSM Holdings Inc 021-164473 Executive Officer
1.7 M
of 1.7 M
PSM Holdings Inc 021-163056 Executive Officer

of 1.0 M
PSM Holdings Inc 021-162605 Executive Officer
0.2 M
of 0.2 M
PSM Holdings Inc 021-162609 Executive Officer
0.8 M
of 0.8 M
Vergepointe Capital Fund X LP 021-159566 Executive Officer
2.2 M
of 2.2 M
PSM Holdings Inc 021-157211 Executive Officer
1.7 M
of 1.7 M
PSM Holdings Inc 021-155988 Executive Officer
0.5 M
of 0.5 M
Amendia Inc 021-153647 Executive Officer
3.5 M
of 8.0 M
Glenmark Holding LLC 021-151805 Executive Officer 0.5 M
of 3.6 M
MCG Financial Management LLC 021-151302 Director 1.0 M
of 1.0 M
Vergepointe Capital Fund VIII LP 021-149482 Executive Officer 1.5 M
of 1.5 M
Snapware Corp 021-147127 Executive Officer 8.1 M
of 8.1 M
PSM Holdings Inc 021-144190 Executive Officer 0.0 M
of 0.0 M
Alden Global Emerging Markets Fund I LP 021-114248 Executive Officer 17.0 M
of 300.0 M
Summit Life Sciences LP 021-135897 Executive Officer 25.0 M
of 100.0 M
Customs Now Inc 021-132260 Director 0.1 M
of 0.1 M
Midland States Bancorp Inc 021-131921 Director 9.1 M
of 40.0 M
PSM Holdings Inc 021-89437 Executive Officer 0.2 M
of 0.2 M
Medsource-Direct Inc 021-127041 Executive Officer 2.0 M
of 4.3 M
KKR Credit Advisors US LLC
Florida State Board Administration Apalach Partners BL LP 021-544884 Executive Officer
475.7 M
KKR Opportunities Fund III Domestic 021-419921 Executive Officer
1,119.3 M 262.5 M
KKR Asset-Based Finance Partners II EEA SCSP 021-507492 Executive Officer
1,846.3 M 4,293.0 M
KKR Asset-Based Finance Partners II LP 021-507489 Executive Officer
484.0 M 1,337.6 M
KKR Enhanced US Direct Lending Fund SCSP 021-508859 Executive Officer
1,541.3 M 1,330.2 M
KKR US Direct Lending Fund SCSP 021-489754 Executive Officer
2,747.6 M 3,223.4 M
KKR Lending Partners Europe III Euro SCSP 021-466045 Executive Officer
496.0 M 743.8 M
KKR US CLO Equity Partners III LP 021-429630 Executive Officer
36.8 M
KKR Lending Partners IV LP 021-436142 Executive Officer
364.0 M 1,050.7 M
KKR Lending Partners IV Unlevered LP 021-446910 Executive Officer
496.0 M 533.9 M
KKR Dislocation Opportunities Domestic Fund LP 021-343018 Executive Officer
1,804.5 M 1,097.2 M
KKR Dislocation Opportunities EEA Fund SCSP 021-343017 Executive Officer
985.6 M 602.6 M
KKR Revolving Credit Partners II LP 021-289383 Executive Officer
972.6 M
KKR Lending Partners III LP 021-283944 Executive Officer
1,497.8 M 1,221.2 M
KKR Private Credit Opportunities Partners II EEA Euro LP 021-266427 Executive Officer
134.5 M 122.5 M
KKR Private Credit Opportunities Partners II EEA LP 021-253029 Executive Officer
1,378.1 M 828.9 M
KKR Private Credit Opportunities Partners II LP 021-253024 Executive Officer
679.9 M 399.9 M
KKR Lending Partners Europe Euro Unlevered LP 021-240077 Executive Officer
67.9 M
KKR Lending Partners Europe GBP Unlevered LP 021-240077 Executive Officer
37.6 M
KKR Revolving Credit Partners LP 021-239398 Executive Officer
510.0 M
KKR Lending Partners Europe Euro LP 021-235620 Executive Officer
22.3 M
KKR Lending Partners Europe USD LP 021-235624 Executive Officer
290.5 M 115.0 M
KKR Special Situations Domestic Fund II LP 021-230208 Executive Officer
1,410.9 M 400.0 M
KKR Special Situations EEA Fund II LP 021-230205 Executive Officer
1,217.5 M 542.0 M
KKR Lending Partners II LP 021-219907 Executive Officer
255.6 M 177.3 M
KKR Special Situations Domestic Fund LP 021-189270 Executive Officer
293.1 M 49.7 M
KKR Special Situations Offshore Fund LP 021-189280 Executive Officer
7.1 M 90.5 M
KKR Lending Partners LP 021-171765 Executive Officer
102.0 M 49.3 M
KKR Credit Advisors Singapore PTE Ltd
KKR Asia Credit Opportunities Fund II SCSP 021-499945 Executive Officer
948.2 M 1,429.5 M
KKR Asia Tactical Credit Overseas Fund SCSP 021-482588 Executive Officer
167.9 M 254.2 M
Camden Asset Management L P
Camden Credit Fund LLC 021-231484 Executive Officer

of 10.0 M
394.6 M
Starboard Value LP
Starboard Leaders Select Fund LP 021-247432 Executive Officer
305.4 M 24.4 M
Starboard Partners Fund LP 021-223808 Executive Officer
7.0 M
Starboard Leaders Fund LP 021-195751 Executive Officer
544.5 M 3.8 M
Starboard Value and Opportunity Master Fund Ltd 021-116389 Executive Officer
2,019.6 M 4,146.2 M
Starboard Value and Opportunity S LLC 021-159239 Executive Officer
125.0 M
of 125.0 M
125.6 M
Alden Global Capital Limited
Alden Global Emerging Markets Master Fund I Ltd 021-114236 Executive Officer 2.4 M
of 300.0 M
Alden Global Capital LLC
Alden Global Opportunities Master Fund LP 021-125920 Executive Officer
111.1 M 450.0 M
Neuberger Berman Investment Advisers LLC
Orchard Square Partners Credit Master Fund Ltd 021-139410 Director
307.4 M 123.4 M
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