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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:47 AM ET

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Dana E. Schmidt

Named as an officer, director or promoter on SEC Form D filings · CA · Oct 26, 2018 → Feb 19, 2021

18deals (issuers)
$3.48Breported sold
562investors
32Form D filings
2018–2021years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:43 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Dana E. Schmidt is listed as an executive officer on 32 SEC Form D filings by 18 issuers between Oct 2018 and Feb 2021. Largest by amount reported sold: JPAS - Semi Liquid Assets LLC - Emerging Markets Series (San Francisco, CA — pooled investment fund — 2020–2021; $804.5M reported sold to 203 investors), JPAS - Qualified Opportunity Fund 2020 LLC (San Francisco, CA — pooled investment fund — 2020; $380.7M reported sold to 18 investors), Jordan Park Access Solutions- Private Assets 2018 L.P. (San Francisco, CA — pooled investment fund — 2018; $354.7M reported sold to 53 investors), JPAS - Emerging Markets-A S.P. (George Town, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2020; $320.2M reported sold to 30 investors), JPAS - Semi Liquid Assets LLC - Strategic Equity Partners Series (San Francisco, CA — pooled investment fund — 2019–2020; $300M reported sold to 55 investors) and 13 more (all listed below).

What this means That is a lot of deals — 18 separate companies raised money with this person listed as executive officer, over about 3 years. Across those companies the filings report $3.48B sold in total.

Listed alongside Frank S. Ghali (32 shared filings), George H. Lusch (32 shared filings), Jennifer K. Ciresi (32 shared filings), Michel A. Del Buono (32 shared filings), Jordan Park Group LLC (29 shared filings, management entity) and 4 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Dana. Each name links to their own page.

All 18 issuers belong to the sponsor group Jpas Illiquid (45 issuers, $6.04B reported sold, 2018–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Jpas Illiquid has 45 companies on file and $6.04B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 6 bankruptcy cases matching the name listed in Key records below.

What this means 6 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 32 public filings for Dana E. Schmidt and found 19 differences, 5 worth asking the sponsor about: Bankruptcy case: Dana E. Schmidt and Pamela D. Schmidt; Amount sold went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Dana E. Schmidt has not run yet — it is joining a line of 40,852 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:43 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Dana E. Schmidt..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

6 cases: 6 closed (disposition not in docket feed)

Dylan Schmidt and Dana Schmidt closed
United States Bankruptcy Court, W.D. Texas · No. 10-54635 · Filed Dec 3, 2010 · Closed Feb 8, 2011
Role of Dana Schmidt: Debtor · Outcome: Case closed 2011-02-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 17 federal dockets); court in TX (not a filing state)
Brian Schmidt and Dana Schmidt closed
United States Bankruptcy Court, N.D. Mississippi · No. 08-14608 · Filed Oct 31, 2008 · Closed Sep 10, 2010
Role of Dana Schmidt: Debtor · Outcome: Case closed 2010-09-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 17 federal dockets); court in MS (not a filing state)
Dana M. Schmidt closed
United States Bankruptcy Court, D. New Jersey · No. 00-62079 · Filed Nov 28, 2000 · Closed Mar 7, 2001
Role of Dana M. Schmidt: Debtor · Outcome: Case closed 2001-03-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 17 federal dockets); court in NJ (not a filing state); middle initial differs
DANA L SCHMIDT closed
United States Bankruptcy Court, D. Minnesota · No. 99-43395 · Filed Jun 23, 1999 · Closed Nov 2, 1999
Role of DANA L SCHMIDT: Debtor · Outcome: Case closed 1999-11-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 17 federal dockets); court in MN (not a filing state); middle initial differs
Dana E. Schmidt and Pamela D. Schmidt closed
United States Bankruptcy Court, E.D. California · No. 98-95696 · Filed Nov 16, 1998 · Closed Mar 27, 2000
Role of Dana E. Schmidt and Pamela D. Schmidt: Debtor · Outcome: Case closed 2000-03-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 17 federal dockets); court in the person's filing state (CA)
DANA C. SCHMIDT closed
United States Bankruptcy Court, D. Nevada · No. 98-24096 · Filed May 13, 1998 · Closed Aug 6, 2003
Role of DANA C. SCHMIDT: Debtor · Outcome: Case closed 2003-08-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 17 federal dockets); court in NV (not a filing state); middle initial differs
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:43 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

19 differences found between the filings for Dana E. Schmidt — 5 worth asking about (compared 32 filings on Oct 24, 2026)

Worth asking · Nov 16, 1998 – Mar 27, 2000

Bankruptcy case: Dana E. Schmidt and Pamela D. Schmidt — filed Nov 16, 1998

United States Bankruptcy Court, E.D. California docket "Dana E. Schmidt and Pamela D. Schmidt" filed Nov 16, 1998, closed Mar 27, 2000. Dana E. Schmidt is listed as Debtor ("Dana E. Schmidt and Pamela D. Schmidt"). Our match estimate: 50%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, E.D. California ↗
Sources
Note · Aug 4, 2009 – Apr 8, 2011

Bankruptcy case: DYE v. Robins Kaplan Miller & Ciresi LLP — filed Aug 4, 2009

United States Bankruptcy Court, C.D. California docket "DYE v. Robins Kaplan Miller & Ciresi LLP" filed Aug 4, 2009, closed Apr 8, 2011. Jennifer K. Ciresi (listed on the same filings) is listed as Defendant ("Robins Kaplan Miller & Ciresi LLP"). Our match estimate: 65%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, C.D. California ↗Jennifer K. Ciresi — PartnerFacts page ↗
Sources
Worth asking · Oct 26, 2018 – Nov 6, 2018

Amount sold went down between filings — Jordan Park Access Solutions- Private Assets 2018 L.P.

The Oct 26, 2018 filing says $354,660,000 sold; the Nov 6, 2018 Form D/A says $246,412,434 sold — $108,247,566 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Oct 26, 2018 ↗Form D/A (later) · Nov 6, 2018 ↗Jordan Park Access Solutions- Private Assets 2018 L.P. — PartnerFacts page ↗
Sources
Worth asking · Apr 14, 2020 – Sep 11, 2020

Investor count went down between filings — JPAS - Illiquid Assets LLC - Private Equity 2020 Series

The Apr 14, 2020 filing reports 11 investors; the Sep 11, 2020 Form D/A reports 8 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D (earlier) · Apr 14, 2020 ↗Form D/A (later) · Sep 11, 2020 ↗JPAS - Illiquid Assets LLC - Private Equity 2020 Series — PartnerFacts page ↗
Sources
Worth asking · Jul 1, 2020 – Oct 8, 2020

Form D filed 99 days after the first sale — JPAS - Qualified Opportunity Fund 2020 LLC

The filing says the first sale was Jul 1, 2020. The Form D was filed Oct 8, 2020 — 99 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 84 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Oct 8, 2020 ↗JPAS - Qualified Opportunity Fund 2020 LLC — PartnerFacts page ↗
Sources
Note · Oct 12, 2018 – Nov 6, 2018

Form D filed 25 days after the first sale — Jordan Park Access Solutions- Private Assets 2018-A L.P.

The filing says the first sale was Oct 12, 2018. The Form D was filed Nov 6, 2018 — 25 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 10 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Nov 6, 2018 ↗Jordan Park Access Solutions- Private Assets 2018-A L.P. — PartnerFacts page ↗
Sources
Note · Oct 12, 2018 – Jan 28, 2021

11 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — JPAS - Impact 2020-A S.P. (latest filing Jan 28, 2021) · No amendment in the last 12 months on an offering that may still be open — JPAS - Illiquid Assets LLC - Impact 2020 Series (latest filing Jan 14, 2021) · No amendment in the last 12 months on an offering that may still be open — JPAS - Illiquid Assets LLC - Private Equity 2020 Series (latest filing Jan 14, 2021) · No amendment in the last 12 months on an offering that may still be open — JPAS - Illiquid Assets LLC - Almonds Series (latest filing Jan 14, 2021) · No amendment in the last 12 months on an offering that may still be open — JPAS - Early Stage Opportunities - A S.P. (latest filing Dec 10, 2020) · and 6 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jan 28, 2021 ↗JPAS - Impact 2020-A S.P. — PartnerFacts page ↗Form D/A · Jan 14, 2021 ↗JPAS - Illiquid Assets LLC - Impact 2020 Series — PartnerFacts page ↗
Sources
Worth asking · Apr 14, 2020 – Feb 22, 2022

7 people are no longer listed on a later amendment

Dana E. Schmidt is no longer listed on the Feb 22, 2022 amendment — JPAS - Semi Liquid Assets LLC - Real Assets-A Series · Dana E. Schmidt is no longer listed on the Feb 22, 2022 amendment — JPAS - Semi Liquid Assets LLC - Real Assets Series · Dana E. Schmidt is no longer listed on the Jan 14, 2022 amendment — JPAS - Semi Liquid Assets LLC - Emerging Markets Series · Dana E. Schmidt is no longer listed on the Dec 10, 2021 amendment — JPAS - Strategic Equity Partners-A S.P. · Dana E. Schmidt is no longer listed on the Dec 10, 2021 amendment — JPAS - Semi Liquid Assets LLC - Strategic Equity Partners Series · and 2 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D · Feb 19, 2021 ↗Form D/A · Feb 22, 2022 ↗Dana E. Schmidt — PartnerFacts page ↗JPAS - Semi Liquid Assets LLC - Real Assets-A Series — PartnerFacts page ↗
Sources
Note · Dec 11, 2020 – Dec 10, 2021

Minimum investment changed between filings — JPAS - Strategic Equity Partners-A S.P.

The Dec 11, 2020 filing lists a minimum of $100,000; the Dec 10, 2021 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Dec 11, 2020 ↗Form D/A (later) · Dec 10, 2021 ↗JPAS - Strategic Equity Partners-A S.P. — PartnerFacts page ↗
Sources
Note · Apr 14, 2020 – Apr 13, 2021

Minimum investment changed between filings — JPAS - Private Equity 2020-A S.P.

The Apr 14, 2020 filing lists a minimum of $100,000; the Apr 13, 2021 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Apr 14, 2020 ↗Form D/A (later) · Apr 13, 2021 ↗JPAS - Private Equity 2020-A S.P. — PartnerFacts page ↗
Sources
Note · Apr 14, 2020 – Apr 13, 2021

Minimum investment changed between filings — JPAS - Emerging Markets-A S.P.

The Apr 14, 2020 filing lists a minimum of $100,000; the Apr 13, 2021 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Apr 14, 2020 ↗Form D/A (later) · Apr 13, 2021 ↗JPAS - Emerging Markets-A S.P. — PartnerFacts page ↗
Sources
Note · Jan 29, 2020 – Jan 28, 2021

Minimum investment changed between filings — JPAS - Impact 2020-A S.P.

The Jan 29, 2020 filing lists a minimum of $100,000; the Jan 28, 2021 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jan 29, 2020 ↗Form D/A (later) · Jan 28, 2021 ↗JPAS - Impact 2020-A S.P. — PartnerFacts page ↗
Sources
Note · Jan 14, 2021

Minimum investment changed between filings — JPAS - Semi Liquid Assets LLC - Emerging Markets Series

The Jan 14, 2021 filing lists a minimum of $100,000; the Jan 14, 2021 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jan 14, 2021 ↗Form D/A (later) · Jan 14, 2021 ↗JPAS - Semi Liquid Assets LLC - Emerging Markets Series — PartnerFacts page ↗
Sources
Note · Jan 29, 2020 – Jan 14, 2021

Minimum investment changed between filings — JPAS - Illiquid Assets LLC - Impact 2020 Series

The Jan 29, 2020 filing lists a minimum of $100,000; the Jan 14, 2021 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jan 29, 2020 ↗Form D/A (later) · Jan 14, 2021 ↗JPAS - Illiquid Assets LLC - Impact 2020 Series — PartnerFacts page ↗
Sources
Note · Dec 11, 2019 – Dec 11, 2020

Minimum investment changed between filings — JPAS - Semi Liquid Assets LLC - Strategic Equity Partners Series

The Dec 11, 2019 filing lists a minimum of $100,000; the Dec 11, 2020 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Dec 11, 2019 ↗Form D/A (later) · Dec 11, 2020 ↗JPAS - Semi Liquid Assets LLC - Strategic Equity Partners Series — PartnerFacts page ↗
Sources
Note · Oct 25, 2019 – Oct 23, 2020

Minimum investment changed between filings — JPAS - Illiquid Assets LLC - Almonds Series

The Oct 25, 2019 filing lists a minimum of $150,000; the Oct 23, 2020 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Oct 25, 2019 ↗Form D/A (later) · Oct 23, 2020 ↗JPAS - Illiquid Assets LLC - Almonds Series — PartnerFacts page ↗
Sources
Note · Apr 14, 2020 – Sep 11, 2020

Minimum investment changed between filings — JPAS - Illiquid Assets LLC - Private Equity 2020 Series

The Apr 14, 2020 filing lists a minimum of $100,000; the Sep 11, 2020 Form D/A lists $10,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Apr 14, 2020 ↗Form D/A (later) · Sep 11, 2020 ↗JPAS - Illiquid Assets LLC - Private Equity 2020 Series — PartnerFacts page ↗
Sources
Note · Oct 26, 2018 – Aug 13, 2019

Dana E. Schmidt is written 2 different ways on the filings

listed as "Dana Elizabeth Schmidt" on 3 filings (from Oct 26, 2018), and "Dana E. Schmidt" on 29 filings (from Aug 13, 2019).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 26, 2018 ↗Form D · Aug 13, 2019 ↗Dana E. Schmidt — PartnerFacts page ↗
Sources
Note · Oct 26, 2018 – Nov 6, 2018

Reported net asset value range changed between filings — Jordan Park Access Solutions- Private Assets 2018 L.P.

"Over $100,000,000" (Oct 26, 2018); then "Decline to Disclose" (Nov 6, 2018).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Oct 26, 2018 ↗Form D/A · Nov 6, 2018 ↗Jordan Park Access Solutions- Private Assets 2018 L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 18 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 19, 2021 D
JPAS - Semi Liquid Assets LLC - Real Assets Series
File 021-389944
$0$0$0None listed on this filingEDGAR ↗
Feb 19, 2021 D
JPAS - Semi Liquid Assets LLC - Real Assets-A Series
File 021-389946
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2021 D/A
JPAS - Impact 2020-A S.P.
File 021-359176
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2021 D/A
JPAS - Illiquid Assets LLC - Almonds Series
File 021-351827
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2021 D/A
JPAS - Illiquid Assets LLC - Impact 2020 Series
File 021-359173
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2021 D/A
JPAS - Illiquid Assets LLC - Private Equity 2020 Series
File 021-364883
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2021 D/A
JPAS - Semi Liquid Assets LLC - Emerging Markets Series
File 021-364880
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2020 D/A
JPAS - Semi Liquid Assets LLC - Strategic Equity Partners Series
File 021-355234
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2020 D/A
JPAS - Strategic Equity Partners-A S.P.
File 021-355236
$0$0$0None listed on this filingEDGAR ↗
Dec 10, 2020 D/A
JPAS - Illiquid Assets LLC - Early Stage Opportunities Series
File 021-371937
$0$0$0None listed on this filingEDGAR ↗
Dec 10, 2020 D
JPAS - Early Stage Opportunities - A S.P.
File 021-382851
$0$0$0None listed on this filingEDGAR ↗
Oct 8, 2020 D
JPAS - Qualified Opportunity Fund 2020 LLC
File 021-377495
$0$0$0None listed on this filingEDGAR ↗
Aug 12, 2020 D/A
Jordan Park Access Solutions - Fixed Income Opportunities I LLC
File 021-346443
$0$0$0None listed on this filingEDGAR ↗
Aug 12, 2020 D/A
Jordan Park Access Solutions - Fixed Income Opportunities I-A L.P.
File 021-346528
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2020 D
JPAS - Emerging Markets-A S.P.
File 021-364882
$0$0$0None listed on this filingEDGAR ↗
Apr 14, 2020 D
JPAS - Private Equity 2020-A S.P.
File 021-364884
$0$0$0None listed on this filingEDGAR ↗
Nov 6, 2018 D/A
Jordan Park Access Solutions- Private Assets 2018 L.P.
File 021-324477
$0$0$0None listed on this filingEDGAR ↗
Nov 6, 2018 D
Jordan Park Access Solutions- Private Assets 2018-A L.P.
File 021-325202
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 18

Every issuer that named Dana E. Schmidt on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

JS
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Semi Liquid Assets LLC - Real Assets-A Series

San Francisco, CA · Feb 19, 2021
  • Feb 19, 2021 · D · $252,220,000 sold of Indefinite · 8 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager) EDGAR ↗

Raised $260.9M from 14 investors as of the latest filing. Dana is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JS
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Semi Liquid Assets LLC - Real Assets Series

San Francisco, CA · Feb 19, 2021
  • Feb 19, 2021 · D · $182,016,000 sold of Indefinite · 30 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager) EDGAR ↗

Raised $256.2M from 68 investors as of the latest filing. Dana is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JI
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Impact 2020-A S.P.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 29, 2020 → Jan 28, 2021 · 2 filings
  • Jan 28, 2021 · D/A · $33,700,000 sold of Indefinite · 7 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Investment Manager) EDGAR ↗
  • Jan 29, 2020 · D · $23,700,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Investment Manager.) EDGAR ↗

Raised $33.7M from 7 investors as of the latest filing. Dana is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JS
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Semi Liquid Assets LLC - Emerging Markets Series

San Francisco, CA · Apr 14, 2020 → Jan 14, 2021 · 3 filings
  • Jan 14, 2021 · D/A · $356,301,000 sold of Indefinite · 88 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager) EDGAR ↗
  • Jan 14, 2021 · D/A · $356,301,000 sold of Indefinite · 88 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager) EDGAR ↗
  • Apr 14, 2020 · D · $146,200,000 sold of Indefinite · 8 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager.) EDGAR ↗

Raised $804.5M from 203 investors as of the latest filing. Dana is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JI
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Illiquid Assets LLC - Impact 2020 Series

San Francisco, CA · Jan 29, 2020 → Jan 14, 2021 · 2 filings
  • Jan 14, 2021 · D/A · $40,820,000 sold of Indefinite · 14 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager) EDGAR ↗
  • Jan 29, 2020 · D · $37,400,000 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager.) EDGAR ↗

Raised $40.8M from 14 investors as of the latest filing. Dana is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JI
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Illiquid Assets LLC - Private Equity 2020 Series

San Francisco, CA · Apr 14, 2020 → Jan 14, 2021 · 3 filings
  • Jan 14, 2021 · D/A · $144,790,000 sold of Indefinite · 20 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager) EDGAR ↗
  • Sep 11, 2020 · D/A · $136,550,000 sold of Indefinite · 8 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager.) EDGAR ↗
  • Apr 14, 2020 · D · $136,550,000 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager.) EDGAR ↗

Raised $144.8M from 20 investors as of the latest filing. Dana is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JI
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Illiquid Assets LLC - Almonds Series

San Francisco, CA · Oct 25, 2019 → Jan 14, 2021 · 3 filings
  • Jan 14, 2021 · D/A · $20,150,000 sold of Indefinite · 2 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager) EDGAR ↗
  • Oct 23, 2020 · D/A · $20,150,000 sold of Indefinite · 2 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager.) EDGAR ↗
  • Oct 25, 2019 · D · $20,150,000 sold of Indefinite · 2 investors · min. $150,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager.) EDGAR ↗

Raised $20.1M from 2 investors as of the latest filing. Dana is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JS
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Strategic Equity Partners-A S.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Dec 11, 2019 → Dec 11, 2020 · 2 filings
  • Dec 11, 2020 · D/A · $146,000,000 sold of Indefinite · 6 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Investment Manager.) EDGAR ↗
  • Dec 11, 2019 · D · $66,500,000 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Investment Manager.) EDGAR ↗

Raised $196.6M from 20 investors as of the latest filing. Dana is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JS
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Semi Liquid Assets LLC - Strategic Equity Partners Series

San Francisco, CA · Dec 11, 2019 → Dec 11, 2020 · 2 filings
  • Dec 11, 2020 · D/A · $201,500,000 sold of Indefinite · 3 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager.) EDGAR ↗
  • Dec 11, 2019 · D · $200,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager.) EDGAR ↗

Raised $300M from 55 investors as of the latest filing. Dana is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JE
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Early Stage Opportunities - A S.P.

Grand Cayman, Cayman Islands (as filed: E9) · Dec 10, 2020
  • Dec 10, 2020 · D · $10,500,000 sold of Indefinite · 4 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Investment Manager) EDGAR ↗

Raised $10.5M from 4 investors as of the latest filing. Dana is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JI
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Illiquid Assets LLC - Early Stage Opportunities Series

San Francisco, CA · Jul 28, 2020 → Dec 10, 2020 · 2 filings
  • Dec 10, 2020 · D/A · $17,764,000 sold of Indefinite · 14 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager) EDGAR ↗
  • Jul 28, 2020 · D · $14,550,000 sold of Indefinite · 5 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager) EDGAR ↗

Raised $17.8M from 14 investors as of the latest filing. Dana is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JQ
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Qualified Opportunity Fund 2020 LLC

San Francisco, CA · Oct 8, 2020
  • Oct 8, 2020 · D · $380,713,000 sold of Indefinite · 18 investors · min. $10,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager) EDGAR ↗

Raised $380.7M from 18 investors as of the latest filing. Dana is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JP
Pooled Investment Fund · group: Jpas Illiquid

Jordan Park Access Solutions - Fixed Income Opportunities I-A L.P.

San Francisco, CA · Aug 14, 2019 → Aug 12, 2020 · 2 filings
  • Aug 12, 2020 · D/A · $33,249,000 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Investment Manager.) EDGAR ↗
  • Aug 14, 2019 · D · $19,928,000 sold of Indefinite · 10 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Investment Manager.) EDGAR ↗

Raised $33.2M from 12 investors as of the latest filing. Dana is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JP
Pooled Investment Fund · group: Jpas Illiquid

Jordan Park Access Solutions - Fixed Income Opportunities I LLC

San Francisco, CA · Aug 13, 2019 → Aug 12, 2020 · 2 filings
  • Aug 12, 2020 · D/A · $40,626,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager.) EDGAR ↗
  • Aug 13, 2019 · D · $29,091,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Manager.) EDGAR ↗

Raised $40.6M from 3 investors as of the latest filing. Dana is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JP
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Private Equity 2020-A S.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 14, 2020
  • Apr 14, 2020 · D · $105,200,000 sold of Indefinite · 5 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Investment Manager.) EDGAR ↗

Raised $135M from 10 investors as of the latest filing. Dana is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JE
Pooled Investment Fund · group: Jpas Illiquid

JPAS - Emerging Markets-A S.P.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Apr 14, 2020
  • Apr 14, 2020 · D · $96,700,000 sold of Indefinite · 5 investors · min. $100,000 · role: Executive Officer (SVP and Chief Compliance Officer of the Issuer's Investment Manager.) EDGAR ↗

Raised $320.2M from 30 investors as of the latest filing. Dana is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JP
Pooled Investment Fund · group: Jpas Illiquid

Jordan Park Access Solutions- Private Assets 2018-A L.P.

San Francisco, CA · Nov 6, 2018
  • Nov 6, 2018 · D · $134,331,000 sold of Indefinite · 15 investors · min. $10,000 · role: Executive Officer EDGAR ↗

Raised $134.3M from 15 investors as of the latest filing. Dana is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JP
Pooled Investment Fund · group: Jpas Illiquid

Jordan Park Access Solutions- Private Assets 2018 L.P.

San Francisco, CA · Oct 26, 2018 → Nov 6, 2018 · 2 filings
  • Nov 6, 2018 · D/A · $246,412,434 sold of Indefinite · 53 investors · min. $10,000 · role: Executive Officer EDGAR ↗
  • Oct 26, 2018 · D · $354,660,000 sold of Indefinite · 38 investors · min. $10,000 · role: Executive Officer (Sr. VP, Chief Compliance Officer) EDGAR ↗

Raised $354.7M from 53 investors as of the latest filing. Dana is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Dana 9

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

JP
Management entity

Jordan Park Group LLC

Executive Officer, Promoter · 29 shared filings (16 issuers) · also on 27 other issuers

Jordan Park Group LLC is on 43 issuers in total — a repeat sponsor. Their page lists every one.

JP
Management entity

Jordan Park Access Solutions GP LLC

Promoter, Executive Officer · 4 shared filings (3 issuers)

Listed on the same filings as Dana E. Schmidt. Their page shows their other deals.

FG
No photo found yet (own website and image search run after this page is viewed)
Person

Frank S. Ghali

Executive Officer, Director · 32 shared filings (18 issuers) · also on 27 other issuers

Frank S. Ghali is on 45 issuers in total — a repeat sponsor. Their page lists every one.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Michel A. Del Buono

Executive Officer · 32 shared filings (18 issuers) · also on 16 other issuers

Michel A. Del Buono is on 34 issuers in total — a repeat sponsor. Their page lists every one.

GL
No photo found yet (own website and image search run after this page is viewed)
Person

George H. Lusch

Executive Officer, Director · 32 shared filings (18 issuers) · also on 19 other issuers

George H. Lusch is on 37 issuers in total — a repeat sponsor. Their page lists every one.

JC
No photo found yet (own website and image search run after this page is viewed)
Person

Jennifer K. Ciresi

Executive Officer · 32 shared filings (18 issuers) · also on 10 other issuers

Jennifer K. Ciresi is on 28 issuers in total — a repeat sponsor. Their page lists every one.

DL
No photo found yet (own website and image search run after this page is viewed)
Person

David S. Lee

Executive Officer · 27 shared filings (16 issuers) · also on 23 other issuers

David S. Lee is on 39 issuers in total — a repeat sponsor. Their page lists every one.

PD
No photo found yet (own website and image search run after this page is viewed)
Person

Patrick J. Dunne

Executive Officer · 27 shared filings (16 issuers) · also on 14 other issuers

Patrick J. Dunne is on 30 issuers in total — a repeat sponsor. Their page lists every one.

HB
No photo found yet (own website and image search run after this page is viewed)
Person

Heather H. Brownlie

Executive Officer · 27 shared filings (16 issuers) · also on 16 other issuers

Heather H. Brownlie is on 32 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

JI
Sponsor group

Jpas Illiquid

45 issuers · 110 filings · $6.04B reported sold · 2018–2026

One team, 45 deal companies. Dana E. Schmidt is listed on 18 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Dana E. Schmidt.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 16 of the 18 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): JPAS - Semi Liquid Assets LLC - Emerging Markets Series, JPAS - Emerging Markets-A S.P., JPAS - Semi Liquid Assets LLC - Strategic Equity Partners Series, JPAS - Strategic Equity Partners-A S.P., JPAS - Semi Liquid Assets LLC - Real Assets-A Series, JPAS - Semi Liquid Assets LLC - Real Assets Series, JPAS - Private Equity 2020-A S.P., JPAS - Impact 2020-A S.P., JPAS - Illiquid Assets LLC - Almonds Series, JPAS - Illiquid Assets LLC - Impact 2020 Series, JPAS - Illiquid Assets LLC - Private Equity 2020 Series, JPAS - Illiquid Assets LLC - Early Stage Opportunities Series, JPAS - Early Stage Opportunities - A S.P., JPAS - Qualified Opportunity Fund 2020 LLC, Jordan Park Access Solutions - Fixed Income Opportunities I-A L.P., Jordan Park Access Solutions - Fixed Income Opportunities I LLC.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Dana E. Schmidt by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 18 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Dana E. Schmidt is listed on: none on file. No website or social profile named in JPAS - Qualified Opportunity Fund 2020 LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #207,826 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

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