Sponsor Check › Person
Named as an officer, director or promoter on SEC Form D filings · MA, NY, NC · Oct 26, 2012 → Jun 16, 2022
Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:27 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Jason Epstein is listed as an executive officer, director, and promoter on 21 SEC Form D filings by 14 issuers between Mar 2011 and Jun 2022. Largest by amount reported sold: Cyalume Technologies Holdings, Inc. (West Springfield, MA — manufacturing — 2011–2013; $51.3M reported sold to 19 investors), HARMONIX MUSIC SYSTEMS INC (Boston, MA — other technology — 2015; $15M reported sold to 14 investors), Theory Entertainment LLC (New York, NY — industry reported as "Other" — 2016; $15M reported sold to 15 investors), GenePeeks, Inc. (New York, NY — industry reported as "Other" — 2016; $10M reported sold to 29 investors), Collectable Technologies, Inc. (White Plains, NY — other technology — 2020–2021; $5.5M reported sold to 46 investors) and 9 more (all listed below).
What this means That is a lot of deals — 14 separate companies raised money with this person listed as executive officer, director, and promoter, over about 11 years. Across those companies the filings report $111.4M sold in total.
Listed alongside Andrew Intrater (7 shared filings), Yaron Eitan (6 shared filings), Anne Morriss (4 shared filings), Ezra Levine (4 shared filings), Lee Silver (4 shared filings) and 51 others.
What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Jason. Each name links to their own page.
The issuers belong to 3 sponsor groups: Collectable (5 issuers, $13.1M reported sold, 2014–2022), Bkl (11 issuers, $17.6M reported sold, 2013–2023) and Coconut (2 issuers, $3.5M reported sold, 2009–2018).
What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.
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) — none found.
What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.
We compared 21 public filings for Jason Epstein and found 15 differences, 3 worth asking the sponsor about: 34% of the money raised went to insiders; Jason Epstein appears on 4 deals that stopped filing before reaching their target; 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.
Community search for Jason Epstein has not run yet — it is joining a line of 53,780 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.
Five things investors ask first. Items still in human review are counted, not shown.
None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026
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, 2:27 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.
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
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 Jason Epstein..
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).
None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026
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, 2:27 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.
Comparisons cover issuers and sponsor groups — see the issuer pages under Deals
15 differences found between the filings for Jason Epstein — 3 worth asking about (compared 21 filings on Oct 24, 2026)
United States Bankruptcy Court, S.D. New York docket "Victor Naar" filed Dec 10, 2010, closed Apr 11, 2011. Victor Naar (listed on the same filings) is listed as Debtor ("Victor Naar"). Our match estimate: 80%.
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.
United States Bankruptcy Court, S.D. Florida. docket "American Express Centurion Bank Optima v. Itzler" filed Apr 19, 1999, closed May 25, 1999. Jesse Itzler (listed on the same filings) is listed as Defendant ("Itzler"). Our match estimate: 70%.
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.
United States Bankruptcy Court, S.D. Florida. docket "900 Capital Services, Inc. v. Itzler" filed Nov 24, 1997, closed May 8, 1998. Jesse Itzler (listed on the same filings) is listed as Defendant ("Itzler"). Our match estimate: 70%.
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.
The Nov 29, 2018 Form D reports $295,000 sold and $100,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "compensation".
What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.
The Apr 21, 2022 Form D reports $132,300 sold and $16,900 of the proceeds used for payments to officers, directors or promoters. Issuer's note: "CS Asset Manager, LLC, the managing member of the Issuer, will receive a sourcing fee of $16,900, which sourcing fee represents a percentage of the cost of the underlying asset that will be acquired u".
What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.
Tikva Partners, LLC (last filing Jun 16, 2022; $3,436,000 sold of $10,000,000); Opalvest Holdings Inc. (last filing Feb 23, 2022; $175,000 sold of $2,000,000); Baikal 2017 Series I-A, LP (last filing Aug 24, 2017; $950,000 sold of $2,000,000); LifePrint Group, Inc. (last filing Jul 10, 2014; $1,292,259 sold of $13,000,000). Each has no filing in more than two years and reported under half its target sold.
What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.
The filing says the first sale was Apr 14, 2017. The Form D was filed Apr 25, 2018 — 376 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 361 days past that.
What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.
The filing says the first sale was Jan 26, 2022. The Form D was filed Feb 23, 2022 — 28 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 13 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.
The filing says the first sale was Nov 29, 2016. The Form D was filed Dec 19, 2016 — 20 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 5 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.
No amendment in the last 12 months on an offering that may still be open — Tikva Partners, LLC (latest filing Jun 16, 2022) · No amendment in the last 12 months on an offering that may still be open — Opalvest Holdings Inc. (latest filing Feb 23, 2022) · No amendment in the last 12 months on an offering that may still be open — Collectable Technologies, Inc. (latest filing Mar 4, 2021) · No amendment in the last 12 months on an offering that may still be open — Collectable.com, Inc. (latest filing Nov 29, 2018) · No amendment in the last 12 months on an offering that may still be open — Baikal 2017 Series I-A, LP (latest filing Aug 24, 2017) · 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.
The Mar 4, 2021 filing lists Jason Epstein as executive officer, director; the May 27, 2021 Form D lists director.
What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.
The Jun 15, 2020 filing says $313,061 offered; the Mar 4, 2021 Form D/A says $2,900,000.
What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.
This page covers filings where the address state is MA or NY or NC. A separate record, "Jason Epstein" with address state TN, is listed on 1 filing — most recently by Cats Only, LLC (Dec 16, 2025). The two records do not overlap in time: this page runs Oct 26, 2012 to Jun 16, 2022; the other has one filing dated Dec 16, 2025.
What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.
This page covers filings where the address state is MA or NY or NC. A separate record, "Jason Epstein" with address state IN, is listed on 1 filing — most recently by Odyssey Media Group, Inc. (Feb 14, 2018). Both records have filings in the same period (Feb 14, 2018).
What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.
MA on 5 filings (Mar 24, 2011 to Nov 29, 2018); NY on 14 filings (Oct 26, 2012 to Jun 16, 2022); NC on 2 filings (Sep 18, 2015 to Aug 24, 2017).
What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.
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.
0 of 20 offerings report sales commissions; 0 report finder's fees; 2 report proceeds to related persons totalling $116,900. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Jun 16, 2022 D Tikva Partners, LLC File 021-449478 | $0 | $0 | $0 N/A | None listed on this filing | EDGAR ↗ |
| Apr 21, 2022 D Collectable Sports Assets, LLC File 021-442875 | $0 | $0 | $16,900 CS Asset Manager, LLC, the managing member of the Issuer, will receive a sourcing fee of $16,900, which sourcing fee represents a percentage of the cost of the underlying asset that will be acquired using the proceeds of the offering. | None listed on this filing | EDGAR ↗ |
| Feb 23, 2022 D Opalvest Holdings Inc. File 021-434524 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| May 27, 2021 D Collectable Technologies, Inc. File 021-400917 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Mar 4, 2021 D/A Collectable Technologies, Inc. File 021-368989 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Nov 29, 2018 D Collectable.com, Inc. File 021-326863 | $0 | $0 | $100,000 (est.) compensation | None listed on this filing | EDGAR ↗ |
| Apr 25, 2018 D Soft Serve Fruit Co LLC File 021-310950 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Aug 24, 2017 D Baikal 2017 Series I-A, LP File 021-293432 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 19, 2016 D Theory Entertainment LLC File 021-276537 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 23, 2016 D GenePeeks, Inc. File 021-271168 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 18, 2015 D Baikal 2015 Series I-A, LP File 021-247881 | $0 | $0 | $0 (est.) 1% management fee payable to General Partner | None listed on this filing | EDGAR ↗ |
| Sep 4, 2015 D HARMONIX MUSIC SYSTEMS INC File 021-247120 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 27, 2015 D Soft Serve Fruit Co LLC File 021-236743 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 10, 2014 D LifePrint Group, Inc. File 021-220726 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 4, 2014 D CR Homes, LLC File 021-214933 | $0 | $0 | $0 None | None listed on this filing | EDGAR ↗ |
| Feb 20, 2014 D LifePrint Group, Inc. File 021-212243 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 4, 2013 D Cyalume Technologies Holdings, Inc. File 021-207393 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 10, 2013 D Cyalume Technologies Holdings, Inc. File 021-189894 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Oct 26, 2012 D LifePrint Group, Inc. File 021-186144 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 24, 2011 D Cyalume Technologies Holdings, Inc. File 021-157270 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
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).
Every issuer that named Jason Epstein on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.
Raised $3.44M from 18 investors (34% of the $10M target) as of the latest filing. Jason is listed as executive officer, promoter.
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 Real Estate / 506(b) (5,033 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.
Raised $132K from 2 investors (100% of the $132K target) as of the latest filing. Jason is listed as executive officer.
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.
Raised $175K from 3 investors (9% of the $2M target) as of the latest filing. Jason is listed as director.
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 Technology / 506(b) (17,390 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.
Raised $5.5M from 46 investors (100% of the $5.5M target) as of the latest filing. Jason is listed as director, executive officer on 3 filings for this deal.
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 Technology / 506(b) (17,390 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.
Raised $295K from 8 investors (52% of the $570K target) as of the latest filing. Jason is listed as director.
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 Technology / 506(b) (17,390 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.
Raised $3.7M from 42 investors (100% of the $3M target) as of the latest filing. Jason is listed as director on 2 filings for this deal.
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.
Raised $950K from 10 investors (48% of the $2M target) as of the latest filing. Jason is listed as executive officer, director.
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.
Raised $15M from 15 investors (100% of the $13.8M target) as of the latest filing. Jason is listed as director.
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.
Raised $10M from 29 investors (100% of the $10M target) as of the latest filing. Jason is listed as director.
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.
Raised $750K from 8 investors (100% of the $750K target) as of the latest filing. Jason is listed as executive officer, director.
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.
Raised $15M from 14 investors (100% of the $15M target) as of the latest filing. Jason is listed as director.
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 Technology / 506(b) (17,390 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.
Raised $1.29M from 2 investors (14% of the $9M target) as of the latest filing. Jason is listed as director on 3 filings for this deal.
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.
Raised $3.87M from 41 investors as of the latest filing. Jason is listed as executive officer, promoter.
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 Real Estate / 506(b) (5,033 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.
Raised $51.3M from 19 investors (100% of the $7M target) as of the latest filing. Jason is listed as director on 3 filings for this deal.
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: Manufacturing / 506(b) (1,339 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.
Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.
Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Andrew Intrater is on 6 issuers in total — a repeat sponsor. Their page lists every one.
Yaron Eitan is on 6 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Edmundo Gonzalez is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Amos N Beason is on 11 issuers in total — a repeat sponsor. Their page lists every one.
Blon D Brown, Jr. is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Nabeel Hyatt is on 11 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Alex Zubillaga is on 5 issuers in total — a repeat sponsor. Their page lists every one.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
Listed on the same filings as Jason Epstein. Their page shows their other deals.
One team, 5 deal companies. Jason Epstein is listed on 5 of them.
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 Jason Epstein.
One team, 11 deal companies. Jason Epstein is listed on 2 of them.
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 Jason Epstein.
One team, 2 deal companies. Jason Epstein is listed on 1 of them.
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 Jason Epstein.
A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.
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).
None of the 14 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.
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 are matched to companies only, never to individuals, so none are matched to Jason Epstein 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 14 issuers this person is listed on — nothing matched.
Websites and social links of the issuers Jason Epstein is listed on: none on file. No website or social profile named in HARMONIX MUSIC SYSTEMS INC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #298,001 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
One-tap searches on sites we do not index ourselves, with the name pre-filled (Boston, MA). Each opens in a new tab; what you find there is not verified by PartnerFacts.
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Free. Logged with status: received → under review → fixed / confirmed with source.
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