PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:53 AM ET

Sponsor Check › Person

JS

Jared Stein

Named as an officer, director or promoter on SEC Form D filings · CA · Apr 19, 2013 → Aug 3, 2026

28deals (issuers)
$592.8Mreported sold
334investors
35Form D filings
2013–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:28 AM ET · SEC enforcement last checked: not yet

The short version

Jared Stein is listed as an executive officer and director on 35 SEC Form D filings by 28 issuers between Apr 2013 and Aug 2026. Largest by amount reported sold: OLIPOP INC. (Oakland, CA — industry reported as "Other" — 2022–2025; $187.9M reported sold to 78 investors), Monogram Capital Partners I, L.P. (Beverly Hills, CA — pooled investment fund — 2017–2018; $152M reported sold to 32 investors), Monogram Capital Partners II, L.P. (Beverly Hills, CA — pooled investment fund — 2020–2021; $126.5M reported sold to 39 investors), Monogram Capital Partners III, L.P. (Beverly Hills, CA — pooled investment fund — 2024–2025; $94.7M reported sold to 27 investors), VESSEL HEALTH INC. (San Diego, CA — other health care — 2021; $14.2M reported sold to 81 investors) and 23 more (all listed below).

What this means That is a lot of deals — 28 separate companies raised money with this person listed as executive officer and director, over about 13 years. Across those companies the filings report $592.8M sold in total.

Listed alongside Oliver Nordlinger (24 shared filings), Monogram Capital Management, L.P. (20 shared filings, management entity), Monogram Capital Management GP, LLC (17 shared filings, management entity), Monogram Capital Partners III GP, L.P. (8 shared filings, management entity), Monogram Capital Partners II GP, L.P. (6 shared filings, management entity) and 17 others.

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

24 of the issuers belong to the sponsor group Monogram Country (29 issuers, $403.7M reported sold, 2014–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Monogram Country has 29 companies on file and $403.7M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), state securities regulators (AZ, CA, DE, TX, WA) — none found. Not yet searched: SEC enforcement releases.

What this means Nothing turned up where we looked (2 sources). That does not prove there is nothing — it means none was found in those sources on that date.

What the community is saying

Nothing found on Reddit, BiggerPockets or community forums for high-net-worth investors (searched Oct 24, 2026) — search queued; this line updates when it has run.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

None found in sources searched

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 2:28 AM ET.

State courts: not yet searched. 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

Not yet searched

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. — not yet searched.

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

No SEC search has run yet for this person.

3. Bankruptcies

None found in sources searched

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:28 AM ET.

State courts: not yet searched. 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

Not made for individual people — comparisons cover issuers and sponsor groups

5. Money to insiders

1 of 31 offerings reports sales commissions totalling $300,000; 2 report finder's fees totalling $1,520,000; 1 reports proceeds to related persons totalling $425,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 3, 2026 D
MCP Alpine CF, L.P.
File 021-592955
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2026 D
MCP Alpine CF PV, L.P.
File 021-592958
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2026 D
MCP Alpine Cash-Out Vehicle, L.P.
File 021-592962
$0$0$0None listed on this filingEDGAR ↗
Jul 28, 2025 D
Monogram Country Road Co-Invest Holdings III, L.P.
File 021-552935
$0$0$0None listed on this filingEDGAR ↗
Apr 11, 2025 D/A
Monogram Capital Partners III, L.P.
File 021-510479
$300,000$0$0Lazard Freres & Co. LLC BrokerCheck CRD 2528 ↗EDGAR ↗
Mar 25, 2025 D
MCP Silverado CF, L.P.
File 021-542101
$0 (est.)$0$0Evercore Group L.L.C. BrokerCheck CRD 42405 ↗EDGAR ↗
Mar 24, 2025 D
Monogram III Silverado Holdings II, L.P.
File 021-541940
$0$0$0None listed on this filingEDGAR ↗
Mar 3, 2025 D
OLIPOP INC.
File 021-539596
$0$1,510,000$0BofA Securities, Inc. BrokerCheck CRD 283942 ↗EDGAR ↗
Jan 24, 2025 D
Monogram Paydirt Co-Invest II, L.P.
File 021-536127
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2025 D
Monogram Paydirt Co-Invest, L.P.
File 021-535335
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2025 D
Monogram Clover Co-Invest, L.P.
File 021-535345
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2025 D
Monogram Seasoning Co-Invest, L.P.
File 021-535329
$0$0$0None listed on this filingEDGAR ↗
Aug 8, 2024 D
Monogram Country Road Co-Invest Holdings, L.P.
File 021-520964
$0$0$0None listed on this filingEDGAR ↗
Apr 12, 2024 D
Monogram Garage State Co-Invest Holdings, L.P.
File 021-510499
$0$0$0None listed on this filingEDGAR ↗
Feb 22, 2024 D
Monogram Spritz Co-Invest, L.P.
File 021-505889
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2023 D
Monogram Country Road Co-Invest Holdings II, L.P.
File 021-498507
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2022 D
Monogram Country Road Co-Invest Holdings, L.P.
File 021-456211
$0$0$0None listed on this filingEDGAR ↗
Jun 15, 2022 D
Monogram Country Archer Holdings V, LLC
File 021-449231
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2022 D
OLIPOP INC.
File 021-433095
$0$0$0None listed on this filingEDGAR ↗
Dec 14, 2021 D
RawNature5 Corp
File 021-424825
$0$0$0None listed on this filingEDGAR ↗
May 3, 2021 D
VESSEL HEALTH INC.
File 021-397890
$0$0$425,000
Reflects principal amount of loan made to Issuer by CEO which was repaid using proceeds from Offering.
None listed on this filingEDGAR ↗
Apr 2, 2021 D
RawNature5 Corp
File 021-394629
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2021 D
Monogram Dig Inn Holdings III, LLC
File 021-394225
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2021 D/A
Monogram Capital Partners II, L.P.
File 021-364598
$0$0$0Acalyx Advisors, Inc BrokerCheck CRD 174667 ↗EDGAR ↗
Dec 18, 2019 D
Monogram Country Archer Holdings IV, LLC
File 021-355838
$0$0$0None listed on this filingEDGAR ↗
Aug 1, 2018 D
Monogram Country Archer Holdings III, LLC
File 021-318225
$0$0$0None listed on this filingEDGAR ↗
Apr 30, 2018 D/A
Monogram Capital Partners I, L.P.
File 021-290217
$0 (est.)$0 (est.)$0Acalyx Advisors, Inc. BrokerCheck CRD 174667 ↗EDGAR ↗
Oct 6, 2017 D
Monogram Atlantic Co-Invest, L.P.
File 021-296181
$0$0$0None listed on this filingEDGAR ↗
Jun 26, 2017 D
Monogram Country Archer Holdings II, LLC
File 021-289448
$0$0$0None listed on this filingEDGAR ↗
May 19, 2014 D/A
Springs DTLA, LLC
File 021-195235
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2014 D
Monogram TPS Holdings, LLC
File 021-212228
$0$10,000 (est.)$0
THE ISSUER IS OBLIGATED TO PAY A MANAGEMENT FEE TO THE MANAGER (OR AN AFFILIATE THEREOF).
None listed on this filingEDGAR ↗
How this is counted

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 28

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

Pooled Investment Fund · group: Monogram Country

MCP Alpine Cash-Out Vehicle, L.P.

Beverly Hills, CA · Aug 3, 2026
  • Aug 3, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

MCP Alpine CF PV, L.P.

Beverly Hills, CA · Aug 3, 2026
  • Aug 3, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

MCP Alpine CF, L.P.

Beverly Hills, CA · Aug 3, 2026
  • Aug 3, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of the General Partner of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Country Road Co-Invest Holdings III, L.P.

Beverly Hills, CA · Jul 28, 2025
  • Jul 28, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of the Manager and UGP) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Capital Partners III, L.P.

Beverly Hills, CA · Apr 12, 2024 → Apr 11, 2025 · 2 filings
  • Apr 11, 2025 · D/A · $94,707,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer (Managing Member of General Partner of Manager and General Partner of General Partner of Issuers) EDGAR ↗
  • Apr 12, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of General Partner of Manager and General Partner of General Partner of Issuers) EDGAR ↗

Raised $94.7M from 27 investors as of the latest filing. Jared is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Monogram Country

MCP Silverado CF, L.P.

Beverly Hills, CA · Mar 25, 2025
  • Mar 25, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of the General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram III Silverado Holdings II, L.P.

Beverly Hills, CA · Mar 24, 2025
  • Mar 24, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of the Manager and UGP) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Other

OLIPOP INC.

Oakland, CA · Feb 10, 2022 → Mar 3, 2025 · 2 filings
  • Mar 3, 2025 · D · $187,899,533 sold of $187,899,533 · 78 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 10, 2022 · D · $39,783,825 sold of $39,783,825 · 60 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $187.9M from 78 investors (100% of the $187.9M target) as of the latest filing. Jared is listed as director on 2 filings for this deal.

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: Other / 506(b) (18,678 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.

Pooled Investment Fund · group: Monogram Country

Monogram Paydirt Co-Invest II, L.P.

Beverly Hills, CA · Jan 24, 2025
  • Jan 24, 2025 · D · $3,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of the Manager and UGP) EDGAR ↗

Raised $3M from 1 investor as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Clover Co-Invest, L.P.

Beverly Hills, CA · Jan 15, 2025
  • Jan 15, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of the Manager and UGP) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Paydirt Co-Invest, L.P.

Beverly Hills, CA · Jan 15, 2025
  • Jan 15, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of the Manager and UGP) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Seasoning Co-Invest, L.P.

Beverly Hills, CA · Jan 15, 2025
  • Jan 15, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of the Manager and UGP) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Country Road Co-Invest Holdings, L.P.

Beverly Hills, CA · Aug 18, 2022 → Aug 8, 2024 · 2 filings
  • Aug 8, 2024 · D · $3,260,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of Manager and General Partner of the Issuer) EDGAR ↗
  • Aug 18, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of Investment Manager of the Issuer) EDGAR ↗

Raised $3.26M from 11 investors as of the latest filing. Jared is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Garage State Co-Invest Holdings, L.P.

Beverly Hills, CA · Apr 12, 2024
  • Apr 12, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of the Manager and UGP) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Spritz Co-Invest, L.P.

Beverly Hills, CA · Feb 22, 2024
  • Feb 22, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of the Manager and UGP) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Country Road Co-Invest Holdings II, L.P.

Beverly Hills, CA · Nov 30, 2023
  • Nov 30, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the General Partner of the Manager and UGP) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Country Archer Holdings V, LLC

Beverly Hills, CA · Jun 15, 2022
  • Jun 15, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Other

RawNature5 Corp

Los Angeles, CA · Apr 2, 2021 → Dec 14, 2021 · 2 filings
  • Dec 14, 2021 · D · $3,220,000 sold of $5,000,000 · 8 investors · min. $50,000 · role: Director EDGAR ↗
  • Apr 2, 2021 · D · $5,000,000 sold of $5,000,000 · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $7.03M from 22 investors (100% of the $5M target) as of the latest filing. Jared is listed as director on 2 filings for this deal.

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: Other / 506(b) (18,678 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.

Other Health Care

VESSEL HEALTH INC.

San Diego, CA · May 3, 2021
  • May 3, 2021 · D · $14,176,578 sold of $14,676,598 · 81 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $14.2M from 81 investors (97% of the $14.7M target) as of the latest filing. Jared is listed as director.

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: Other Health Care / 506(b) (4,189 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.

Pooled Investment Fund · group: Monogram Country

Monogram Dig Inn Holdings III, LLC

Beverly Hills, CA · Mar 31, 2021
  • Mar 31, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Capital Partners II, L.P.

Beverly Hills, CA · Apr 8, 2020 → Mar 26, 2021 · 2 filings
  • Mar 26, 2021 · D/A · $126,479,591 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (Managing Member of General Partner of Manager and General Partner of General Partner of Issuer) EDGAR ↗
  • Apr 8, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of General Partner of Manager and General Partner of General Partner of Issuer) EDGAR ↗

Raised $126.5M from 39 investors as of the latest filing. Jared is listed as executive officer on 2 filings for this deal.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Country Archer Holdings IV, LLC

Beverly Hills, CA · Dec 18, 2019
  • Dec 18, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Country Archer Holdings III, LLC

Los Angeles, CA · Aug 1, 2018
  • Aug 1, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Capital Partners I, L.P.

Beverly Hills, CA · Jul 7, 2017 → Apr 30, 2018 · 2 filings
  • Apr 30, 2018 · D/A · $152,000,000 sold of Indefinite · 32 investors · min. $5,000,000 · role: Executive Officer, Director (Managing Member of General Partner of Manager and General Partner of General Partner of Issuer) EDGAR ↗
  • Jul 7, 2017 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer, Director (Managing Member of General Partner of Manager and General Partner of General Partner of Issuer) EDGAR ↗

Raised $152M from 32 investors as of the latest filing. Jared is listed as executive officer, director on 2 filings for this deal.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Atlantic Co-Invest, L.P.

Beverly Hills, CA · Oct 6, 2017
  • Oct 6, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of General Partner of Manager and General Partner of General Partner of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Pooled Investment Fund · group: Monogram Country

Monogram Country Archer Holdings II, LLC

Beverly Hills, CA · Jun 26, 2017
  • Jun 26, 2017 · D · $0 sold of $7,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Manager of Managing Member of Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jared is listed as executive officer.

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.

Restaurants

Springs DTLA, LLC

Los Angeles, CA · Apr 19, 2013 → May 19, 2014 · 2 filings
  • May 19, 2014 · D/A · $575,000 sold of $1,200,000 · 8 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Apr 19, 2013 · D · $50,000 sold of $800,000 · 1 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $575K from 8 investors (48% of the $1.2M target) as of the latest filing. Jared is listed as executive officer, director on 2 filings for this deal.

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: Restaurants / 506(b) (639 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.

Pooled Investment Fund · group: Monogram Country

Monogram TPS Holdings, LLC

Los Angeles, CA · Feb 20, 2014
  • Feb 20, 2014 · D · $3,656,800 sold of $4,100,000 · 35 investors · min. $25,000 · role: Director (MANAGING MEMBER OF THE MANAGER) EDGAR ↗

Raised $3.66M from 35 investors (89% of the $4.1M target) as of the latest filing. Jared is listed as director.

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.

Other pages with the same name (2)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Jared Stein — NY, 1 issuer, Jan 29, 2019 → Dec 6, 2022 · no shared issuer
  • Jared Stein — IL, 1 issuer, Feb 25, 2021 → Feb 27, 2023 · no shared issuer

People around Jared 22

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

Management entity

Monogram Capital Management, L.P.

Executive Officer · 20 shared filings (16 issuers) · also on 3 other issuers

Monogram Capital Management, L.P. is on 19 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Monogram Capital Management GP, LLC

Executive Officer · 17 shared filings (14 issuers)

Monogram Capital Management GP, LLC is on 14 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Monogram Capital Partners III GP, L.P.

Promoter, Executive Officer · 8 shared filings (7 issuers)

Monogram Capital Partners III GP, L.P. is on 7 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Monogram Capital Partners II GP, L.P.

Executive Officer, Promoter · 6 shared filings (5 issuers)

Monogram Capital Partners II GP, L.P. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Monogram Capital Management II, LLC

Director, Executive Officer · 4 shared filings (4 issuers) · also on 2 other issuers

Monogram Capital Management II, LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

MCP Alpine CF GP, L.P.

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

Listed on the same filings as Jared Stein. Their page shows their other deals.

Management entity

MCP Silverado CF GP, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

Oliver Nordlinger

Director, Executive Officer · 24 shared filings (20 issuers)

Oliver Nordlinger is on 20 issuers in total — a repeat sponsor. Their page lists every one.

Person

William Moses

Director · 2 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

Kimberly Helms

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

Charles Bennett Goodwin

Director, Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

DAVID MATTHEW LESTER

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

Henry Spring

Director · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

Chris Hunter

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

Will Mooney

Director · 2 shared filings (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

Jon Carder

Executive Officer, Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

Mike Woolard

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

Michael Woolard

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

MELVIN LANDIS

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

TRACY HART

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

Person

CHRISTOPHER DAWE

Director · 1 shared filing (1 issuer)

Listed on the same filings as Jared Stein. Their page shows their other deals.

The team behind the deals

Sponsor group

Monogram Country

29 issuers · 33 filings · $403.7M reported sold · 2014–2026

One team, 29 deal companies. Jared Stein is listed on 24 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 Jared Stein.

Same business address

47 other issuers file from the same address

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

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Other offering types (Regulation A and Regulation Crowdfunding)

2 Regulation Crowdfunding filings — tap to see each filing
SourceFiledFormIssuerAmount offered (as reported)Amount sold (as reported)Matched on
EDGAR ↗Apr 30, 2024
File 020-30010
Regulation Crowdfunding annual report (Form C-AR)
Annual report filed
RawNature5 Corporation
LOS ANGELES, CA
Not reportedNot reported on this formsigner name on this filing (Jared Stein) + listed as a related person on Form D filings of the same issuer (CIK 1648888) · 85%
EDGAR ↗Apr 8, 2022
File 020-30010
Regulation Crowdfunding offering (Form C)
Offering filed · deadline Apr 30, 2022
RawNature5 Corporation
LOS ANGELES, CA
$50,000 target · $5,000,000 maximum
via Wefunder Portal LLC (CRD 283503 · FINRA funding portals ↗)
Not reported on this formsigner name on this filing (Jared Stein) + listed as a related person on Form D filings of the same issuer (CIK 1648888) · 85%

Amounts are as reported by the issuer on the form; Regulation Crowdfunding forms report a target and maximum, not sales. Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

Look further

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

Found on the sponsor's own site

drinkkoia.com ↗ found on RawNature5 Corp (drinkkoia.com — Form C 0001670254-24-000527 (issuer website as filed))

Change history

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