PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:44 AM ET

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Jon E. Elias

Named as an officer, director or promoter on SEC Form D filings · FL · Apr 25, 2016 → Mar 6, 2025

17deals (issuers)
$218.4Mreported sold
72investors
19Form D filings
2016–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:36 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jon E. Elias is listed as an executive officer and director on 19 SEC Form D filings by 17 issuers between Apr 2016 and Mar 2025. Largest by amount reported sold: Trivest Growth Investment Fund, L.P. (Coral Gables, FL — pooled investment fund — 2016; $218.4M reported sold to 72 investors), Trivest Growth Investment Fund III-B, L.P. (Coral Gables, FL — pooled investment fund — 2024–2025), TRF Sagebrush Co-Invest, L.P. (Coral Gables, FL — pooled investment fund — 2024), Trivest Growth Investment Fund III, L.P. (Coral Gables, FL — pooled investment fund — 2024), Trivest Growth Investment Fund III-A, L.P. (Coral Gables, FL — pooled investment fund — 2024) and 12 more (all listed below).

What this means That is a lot of deals — 17 separate companies raised money with this person listed as executive officer and director, over about 9 years. Across those companies the filings report $218.4M sold in total.

Listed alongside Andrew Russ Wilson (19 shared filings), David Gershman (19 shared filings), Jorge A. Gross, Jr. (19 shared filings), Troy D. Templeton (18 shared filings), Todd Jerles (17 shared filings) and 8 others.

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

All 17 issuers belong to the sponsor group Trivest (19 issuers, $1.2B reported sold, 2012–2025).

What this means A sponsor group is one team that sets up a new company for each deal. Trivest has 19 companies on file and $1.2B 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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, 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 19 public filings for Jon E. Elias and found 5 differences, 1 worth asking the sponsor about: Jon E. Elias appears on 13 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.

What the community is saying

Community search for Jon E. Elias has not run yet — it is joining a line of 26,665 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

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 — 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, 2:36 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: VA (crawled Oct 23, 2026)

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 Jon E. Elias..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

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

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, 2:36 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.

4. Differences between public sources

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

5 differences found between the filings for Jon E. Elias — 1 worth asking about (compared 19 filings on Oct 24, 2026)

Note · Jul 8, 2016

12% of the money raised went to insiders — Trivest Growth Investment Fund, L.P.

The Jul 8, 2016 Form D/A reports $218,370,000 sold and $26,204,400 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Estimated annualized management fees during the Issuer's investment period based on aggregate commitments of $218,370,000, which amount will be reduced by applicable offsets.".

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.

Form D/A · Jul 8, 2016 ↗Trivest Growth Investment Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 27, 2019 – Sep 12, 2024

Jon E. Elias appears on 13 deals that stopped filing before reaching their target

Trivest Growth Investment Fund III, L.P. (last filing Sep 12, 2024; $0 sold of $700,000,000); Trivest Growth Investment Fund III-A, L.P. (last filing Sep 12, 2024; $0 sold of $700,000,000); Trivest Recognition Fund-A, L.P. (last filing Dec 6, 2022; $0 sold of $1,000,000,000); Trivest Recognition Fund-B, L.P. (last filing Dec 6, 2022; $0 sold of $1,000,000,000); Trivest Recognition Fund, L.P. (last filing Dec 6, 2022; $0 sold of $1,000,000,000); Trivest Fund VII-B, L.P. (last filing Apr 15, 2022; $0 sold of $900,000,000); and 7 more. 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.

Trivest Growth Investment Fund III, L.P. — PartnerFacts page ↗Trivest Growth Investment Fund III-A, L.P. — PartnerFacts page ↗Trivest Recognition Fund-A, L.P. — PartnerFacts page ↗Trivest Recognition Fund-B, L.P. — PartnerFacts page ↗
Sources
Note · Apr 25, 2016 – Jul 8, 2016

Offering amount changed between filings — Trivest Growth Investment Fund, L.P.

The Apr 25, 2016 filing says $100,000,000 offered; the Jul 8, 2016 Form D/A says $218,370,000.

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.

Form D (earlier) · Apr 25, 2016 ↗Form D/A (later) · Jul 8, 2016 ↗Trivest Growth Investment Fund, L.P. — PartnerFacts page ↗
Sources
Note · Apr 25, 2016 – Apr 15, 2022

Jon E. Elias is written 2 different ways on the filings

listed as "Jon E. Elias" on 12 filings (from Apr 25, 2016), and "Jon Elias" on 7 filings (from Apr 15, 2022).

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 · Apr 25, 2016 ↗Form D · Apr 15, 2022 ↗Jon E. Elias — PartnerFacts page ↗
Sources
Note · Apr 25, 2016 – Jul 8, 2016

Address moved from Miami, FL to Coral Gables, FL — Trivest Growth Investment Fund, L.P.

The people listed on the Apr 25, 2016 filing give Miami, FL; on the Jul 8, 2016 filing they give Coral Gables, FL.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Apr 25, 2016 ↗Form D/A · Jul 8, 2016 ↗Trivest Growth Investment Fund, 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

3 of 18 offerings report sales commissions totalling $500,000; 0 report finder's fees; 3 report proceeds to related persons totalling $101,204,400. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 6, 2025 D
Trivest Growth Investment Fund III-B, L.P.
File 021-540088
$0$0$0
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 1, 2024 D
TRF Sagebrush Co-Invest, L.P.
File 021-528430
$0$0$0None listed on this filingEDGAR ↗
Sep 12, 2024 D
Trivest Growth Investment Fund III-B, L.P.
File 021-523859
$0$0$0
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Sep 12, 2024 D
Trivest Growth Investment Fund III, L.P.
File 021-523857
$0$0$0
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Sep 12, 2024 D
Trivest Growth Investment Fund III-A, L.P.
File 021-523856
$0$0$0
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Apr 11, 2024 D
Trivest Bright Co-Invest, L.P.
File 021-510336
$0$0$0None listed on this filingEDGAR ↗
Dec 6, 2022 D
Trivest Recognition Fund-A, L.P.
File 021-466713
$0$0$0 (est.)
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Dec 6, 2022 D
Trivest Recognition Fund-B, L.P.
File 021-466714
$0$0$0 (est.)
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Dec 6, 2022 D
Trivest Recognition Fund, L.P.
File 021-466711
$0$0$0 (est.)
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Apr 15, 2022 D
Trivest Fund VII-B, L.P.
File 021-442172
$0$0$0 (est.)
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Apr 15, 2022 D
Trivest Fund VII-A, L.P.
File 021-442168
$0$0$0 (est.)
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Apr 15, 2022 D
Trivest Fund VII, L.P.
File 021-442167
$0$0$0 (est.)
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Apr 15, 2022 D
Trivest Discovery Fund II-B, L.P.
File 021-442185
$0$0$0 (est.)
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Apr 15, 2022 D
Trivest Discovery Fund II-A, L.P.
File 021-442177
$0$0$0 (est.)
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Apr 15, 2022 D
Trivest Discovery Fund II, L.P.
File 021-442175
$0$0$0 (est.)
The general partner is entitled to carried interest. An affiliate of the general partner will receive a management fee for management services. The carried interest and management fee are disclosed in the Issuer's confidential offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Dec 27, 2019 D
TRIVEST DISCOVERY FUND, L.P.
File 021-356558
$100,000$0$25,800,000 (est.)
Estimated annualized MGT fees during the Issuer's investment period based on aggregate commitments of $215,000,000, which will be reduced by applicable offsets. Additional fees payable for the remainder of the term of Issuer per the offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Dec 27, 2019 D
TRIVEST GROWTH INVESTMENT FUND II, L.P.
File 021-356557
$150,000$0$49,200,000 (est.)
Estimated annualized MGT fees during the Issuer's investment period based on aggregate commitments of $410,000,000, which will be reduced by applicable offsets. Additional fees payable for the remainder of the term of Issuer per the offering materials.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
Jul 8, 2016 D/A
Trivest Growth Investment Fund, L.P.
File 021-261947
$250,000 (est.)$0$26,204,400 (est.)
Estimated annualized management fees during the Issuer's investment period based on aggregate commitments of $218,370,000, which amount will be reduced by applicable offsets.
Shannon Advisors LLC BrokerCheck CRD 150305 ↗EDGAR ↗
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 17

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

TG
Pooled Investment Fund · group: Trivest

Trivest Growth Investment Fund III-B, L.P.

Coral Gables, FL · Sep 12, 2024 → Mar 6, 2025 · 2 filings
  • Mar 6, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗
  • Sep 12, 2024 · D · $0 sold of $700,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TS
Pooled Investment Fund · group: Trivest

TRF Sagebrush Co-Invest, L.P.

Coral Gables, FL · Nov 1, 2024
  • Nov 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TG
Pooled Investment Fund · group: Trivest

Trivest Growth Investment Fund III, L.P.

Coral Gables, FL · Sep 12, 2024
  • Sep 12, 2024 · D · $0 sold of $700,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TG
Pooled Investment Fund · group: Trivest

Trivest Growth Investment Fund III-A, L.P.

Coral Gables, FL · Sep 12, 2024
  • Sep 12, 2024 · D · $0 sold of $700,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TB
Pooled Investment Fund · group: Trivest

Trivest Bright Co-Invest, L.P.

Coral Gables, FL · Apr 11, 2024
  • Apr 11, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TR
Pooled Investment Fund · group: Trivest

Trivest Recognition Fund-B, L.P.

Coral Gables, FL · Dec 6, 2022
  • Dec 6, 2022 · D · $0 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TR
Pooled Investment Fund · group: Trivest

Trivest Recognition Fund-A, L.P.

Coral Gables, FL · Dec 6, 2022
  • Dec 6, 2022 · D · $0 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TR
Pooled Investment Fund · group: Trivest

Trivest Recognition Fund, L.P.

Coral Gables, FL · Dec 6, 2022
  • Dec 6, 2022 · D · $0 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TD
Pooled Investment Fund · group: Trivest

Trivest Discovery Fund II-B, L.P.

Coral Gables, FL · Apr 15, 2022
  • Apr 15, 2022 · D · $0 sold of $550,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TD
Pooled Investment Fund · group: Trivest

Trivest Discovery Fund II-A, L.P.

Coral Gables, FL · Apr 15, 2022
  • Apr 15, 2022 · D · $0 sold of $550,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TD
Pooled Investment Fund · group: Trivest

Trivest Discovery Fund II, L.P.

Coral Gables, FL · Apr 15, 2022
  • Apr 15, 2022 · D · $0 sold of $550,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TF
Pooled Investment Fund · group: Trivest

Trivest Fund VII-B, L.P.

Coral Gables, FL · Apr 15, 2022
  • Apr 15, 2022 · D · $0 sold of $900,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TF
Pooled Investment Fund · group: Trivest

Trivest Fund VII-A, L.P.

Coral Gables, FL · Apr 15, 2022
  • Apr 15, 2022 · D · $0 sold of $900,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TF
Pooled Investment Fund · group: Trivest

Trivest Fund VII, L.P.

Coral Gables, FL · Apr 15, 2022
  • Apr 15, 2022 · D · $0 sold of $900,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Partner of the Managing Member of the UGP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon 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.

TD
Pooled Investment Fund · group: Trivest

TRIVEST DISCOVERY FUND, L.P.

Coral Gables, FL · Dec 27, 2019
  • Dec 27, 2019 · D · $0 sold of $215,000,000 · 0 investors · min. $15,000 · role: Executive Officer, Director (Director and Partner of the Manager of the GP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon is listed as executive officer, director.

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.

TG
Pooled Investment Fund · group: Trivest

TRIVEST GROWTH INVESTMENT FUND II, L.P.

Coral Gables, FL · Dec 27, 2019
  • Dec 27, 2019 · D · $0 sold of $410,000,000 · 0 investors · min. $30,000 · role: Executive Officer, Director (Director and Partner of the Manager of the GP of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jon is listed as executive officer, director.

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.

TG
Pooled Investment Fund · group: Trivest

Trivest Growth Investment Fund, L.P.

Coral Gables, FL · Apr 25, 2016 → Jul 8, 2016 · 2 filings
  • Jul 8, 2016 · D/A · $218,370,000 sold of $218,370,000 · 72 investors · min. $100,000 · role: Executive Officer, Director (Manager of Trivest Growth Partners, Inc., the managing member of the general partner of the Issuer.) EDGAR ↗
  • Apr 25, 2016 · D · $0 sold of $100,000,000 · 0 investors · min. $100,000 · role: Executive Officer, Director (Manager of Trivest Growth Partners, Inc., the managing member of the general partner of the Issuer.) EDGAR ↗

Raised $218.4M from 72 investors (100% of the $218.4M target) as of the latest filing. Jon is listed as executive officer, director 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 Jon 13

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

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

David Gershman

Director, Executive Officer · 19 shared filings (17 issuers) · also on 2 other issuers

David Gershman is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

Andrew Russ Wilson

Director, Executive Officer · 19 shared filings (17 issuers) · also on 1 other issuer

Andrew Russ Wilson is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Jorge A. Gross, Jr.

Director, Executive Officer · 19 shared filings (17 issuers) · also on 1 other issuer

Jorge A. Gross, Jr. is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Troy D. Templeton

Executive Officer, Director · 18 shared filings (17 issuers) · also on 2 other issuers

Troy D. Templeton is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

Todd Jerles

Executive Officer · 17 shared filings (16 issuers)

Todd Jerles is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Stephen Reynolds

Executive Officer · 15 shared filings (14 issuers)

Stephen Reynolds is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Amir Mirheydar

Executive Officer · 15 shared filings (14 issuers)

Amir Mirheydar is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Connell

Executive Officer · 15 shared filings (14 issuers)

Brian Connell is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Forest Wester

Executive Officer, Director · 10 shared filings (10 issuers) · also on 1 other issuer

Forest Wester is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Forest Tomlinson Wester

Director, Executive Officer · 8 shared filings (6 issuers)

Forest Tomlinson Wester is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Greg Baty

Executive Officer, Director · 1 shared filing (1 issuer) · also on 3 other issuers

Listed on the same filings as Jon E. Elias. Their page shows their other deals.

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

Gregory Baty

Director · 1 shared filing (1 issuer)

Listed on the same filings as Jon E. Elias. Their page shows their other deals.

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

Forest D. Wester

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

Listed on the same filings as Jon E. Elias. Their page shows their other deals.

The team behind the deals

T
Sponsor group

Trivest

19 issuers · 22 filings · $1.2B reported sold · 2012–2025

One team, 19 deal companies. Jon E. Elias is listed on 17 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 Jon E. Elias.

Registrations and other filings

Adviser registration (Form ADV)

None of the 17 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.

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 Jon E. Elias 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 17 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jon E. Elias is listed on: none on file. No website or social profile named in Trivest Growth Investment Fund III-B, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #75,989 of 374,652 in line (1,311 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 (Coral Gables, FL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Hillsborough County FL Clerk (HOVER) ↗Miami-Dade Clerk online case search ↗

Securities regulators

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

Business registries

Florida Secretary of State business search ↗OpenCorporates ↗

Change history

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