Entity type
Individual
Filer Snapshot
Chad M. Bitterman
CIK 0002035926. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
6
Latest filing
11 Dec 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: Forms 3/4/5 owner position for IDA Private Access Fund. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
IDA Private Access Fund
11 Dec 2025
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Source: SEC Forms 3/4/5
View source filing
3 filed on 11 Dec 2025 for CIK 0002035926.
- Business address
- 225 Pictoria Drive, Suite 450, Cincinnati, OH, 45246
Filer intelligence
What SEC filings say about Chad M. Bitterman
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Forms 3/4/5 show insider context for IDA Private Access Fund.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
IDA Private Access Fund
11 Dec 2025 · Chief Compliance Officer
Sardis Credit Opportunities Fund
22 Sep 2025 · Chief Compliance Officer
Private Debt & Income Fund
10 Apr 2025 · Chief Compliance Officer
83 Investment Group Income Fund
19 Dec 2024 · Chief Compliance Officer
Latest update
What changed recently for Chad M. Bitterman
Latest ownership report period: 11 Dec 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
11 Dec 2025
Page type
Ownership filings
Latest period
11 Dec 2025
Ownership context was refreshed from SEC Forms 3/4/5 filed on 11 Dec 2025.
SEC filing record
CIK 0002035926 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
6
First seen
21 Nov 2024
Latest filing
11 Dec 2025
Entity
Individual
Observed form types
3
CIK-linked evidence first
Latest Filings
Showing the latest 6 of 6 SEC filings for Chad M. Bitterman.
3
File 811-24101
3 filing
- Filing date
- 11 Dec 2025
- Reporting date
- 11 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 811-23962
3 filing
- Filing date
- 06 Oct 2025
- Reporting date
- 22 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 811-24020
3 filing
- Filing date
- 14 Apr 2025
- Reporting date
- 10 Apr 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 811-24001
3 filing
- Filing date
- 03 Jan 2025
- Reporting date
- 19 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 811-23966
3 filing
- Filing date
- 10 Dec 2024
- Reporting date
- 08 Nov 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 811-23921
3 filing
- Filing date
- 21 Nov 2024
- Reporting date
- 03 Jul 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing