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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:13 AM ET

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JM
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Jon Mendis

Named as an officer, director or promoter on SEC Form D filings · CA · Sep 7, 2022 → May 19, 2026

4deals (issuers)
$75.7Mreported sold
679investors
11Form D filings
2022–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:52 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jon Mendis is listed as an executive officer, director, and promoter on 11 SEC Form D filings by 4 issuers between Sep 2022 and May 2026: HYPERION RETAIL OPPORTUNITY FUND II, LP (Pasadena, CA — commercial — 2023–2026; $36M reported sold to 331 investors), Hyperion Real Estate Opportunity Partners I, LP (Pasadena, CA — commercial — 2022–2025; $33.4M reported sold to 327 investors), Meridian Place Investors, LP (Los Angeles, CA — commercial — 2023; $5.71M reported sold to 15 investors) and JSW Happy Valley Investors, LP (Los Angeles, CA — commercial — 2025; $650K reported sold to 6 investors).

What this means A repeat sponsor — 4 separate companies raised money with this person listed as executive officer, director, and promoter, over about 4 years. Across those companies the filings report $75.7M sold in total.

Listed alongside Chuck Ng (9 shared filings), Richard Goldman (9 shared filings) and Scott Tiano (5 shared filings).

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 4 issuers belong to the sponsor group Oakhurst (44 issuers, $1.89B reported sold, 2014–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Oakhurst has 44 companies on file and $1.89B 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 (AZ, CA, DE, TX, WA) — 1 court case matching the name listed in Key records below.

What this means 1 record came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 11 public filings for Jon Mendis and found 9 differences, 2 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

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

What the community is saying

Community search for Jon Mendis has not run yet — it is joining a line of 9,808 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 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

1 case: 1 open

Mendis v. BMW of North America LLC open
District Court, W.D. Washington · No. 2:22-cv-00922 · Filed Jul 1, 2022 · Nature of suit: Contract: Other · Cause: 28:1441 Petition for Removal- Breach of Contract
Role of Mendis: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (5 people in Form D filings, 2 federal dockets); surname only in the caption; court in WA (not a filing state)
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, 2:52 AM ET.

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

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

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: AZ, CA, DE, TX, WA (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 Mendis..

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 are not covered.

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, 2:52 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

9 differences found between the filings for Jon Mendis — 2 worth asking about (compared 11 filings on Oct 24, 2026)

Worth asking · May 20, 2025

Amount sold went down between filings — HYPERION RETAIL OPPORTUNITY FUND II, LP

The May 20, 2025 filing says $32,241,000 sold; the May 20, 2025 Form D/A says $30,054,000 sold — $2,187,000 less.

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

Sources
Worth asking · May 20, 2025

Investor count went down between filings — HYPERION RETAIL OPPORTUNITY FUND II, LP

The May 20, 2025 filing reports 331 investors; the May 20, 2025 Form D/A reports 238 investors.

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

Sources
Note · Dec 17, 2022 – Jan 13, 2023

Form D filed 27 days after the first sale — Meridian Place Investors, LP

The filing says the first sale was Dec 17, 2022. The Form D was filed Jan 13, 2023 — 27 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 12 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.

Sources
Note · Sep 27, 2022 – Aug 11, 2025

No amendment in the last 12 months on an offering that may still be open — Hyperion Real Estate Opportunity Partners I, LP (latest filing Aug 11, 2025)

The latest filing for this offering is dated Aug 11, 2025 (first sale Sep 27, 2022). It reports $33,386,000 sold of $100,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Mar 3, 2025 – Mar 17, 2025

No amendment in the last 12 months on an offering that may still be open — JSW Happy Valley Investors, LP (latest filing Mar 17, 2025)

The latest filing for this offering is dated Mar 17, 2025 (first sale Mar 3, 2025). It reports $650,000 sold of $8,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Dec 17, 2022 – Jan 13, 2023

No amendment in the last 12 months on an offering that may still be open — Meridian Place Investors, LP (latest filing Jan 13, 2023)

The latest filing for this offering is dated Jan 13, 2023 (first sale Dec 17, 2022). It reports $5,715,000 sold of $7,350,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · May 20, 2025 – May 19, 2026

Minimum investment changed between filings — HYPERION RETAIL OPPORTUNITY FUND II, LP

The May 20, 2025 filing lists a minimum of $25,000; the May 19, 2026 Form D/A lists $12,000.

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

Sources
Note · Apr 26, 2024 – May 20, 2025

Minimum investment changed between filings — HYPERION RETAIL OPPORTUNITY FUND II, LP

The Apr 26, 2024 filing lists a minimum of $50,000; the May 20, 2025 Form D/A lists $12,000.

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

Sources
Note · May 20, 2025

Minimum investment changed between filings — HYPERION RETAIL OPPORTUNITY FUND II, LP

The May 20, 2025 filing lists a minimum of $12,000; the May 20, 2025 Form D/A lists $25,000.

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

Sources
What is compared

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

5. Money to insiders

None reported on 4 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 19, 2026 D/A
HYPERION RETAIL OPPORTUNITY FUND II, LP
File 021-496598
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 11, 2025 D/A
Hyperion Real Estate Opportunity Partners I, LP
File 021-458223
$0$0$0None listed on this filingEDGAR ↗
Mar 17, 2025 D
JSW Happy Valley Investors, LP
File 021-541124
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2023 D
Meridian Place Investors, LP
File 021-470702
$0$0$0None listed on this filingEDGAR ↗

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

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

Deals 4

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

Commercial · group: Oakhurst

HYPERION RETAIL OPPORTUNITY FUND II, LP

Pasadena, CA · Nov 7, 2023 → May 19, 2026 · 5 filings
  • May 19, 2026 · D/A · $35,975,000 sold of $100,000,000 · 306 investors · min. $12,000 · role: Director (Manager of a manager of the General Partner) EDGAR ↗
  • May 20, 2025 · D/A · $30,054,000 sold of $100,000,000 · 238 investors · min. $25,000 · role: Director (Manager of a manager of the General Partner) EDGAR ↗
  • May 20, 2025 · D/A · $32,241,000 sold of $100,000,000 · 331 investors · min. $12,000 · role: Director (Manager of a manager of the General Partner) EDGAR ↗
  • Apr 26, 2024 · D/A · $10,434,000 sold of $100,000,000 · 77 investors · min. $50,000 · role: Director (Manager of a manager of the General Partner) EDGAR ↗
  • Nov 7, 2023 · D · $2,602,000 sold of $100,000,000 · 15 investors · min. $50,000 · role: Director (Manager of a manager of the General Partner) EDGAR ↗

Raised $36M from 331 investors (36% of the $100M target) as of the latest filing. Jon is listed as director on 5 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: Commercial / 506(b) (6,713 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.

Commercial · group: Oakhurst

Hyperion Real Estate Opportunity Partners I, LP

Pasadena, CA · Sep 7, 2022 → Aug 11, 2025 · 4 filings
  • Aug 11, 2025 · D/A · $33,386,000 sold of $100,000,000 · 327 investors · min. $25,000 · role: Director (Manager of the manager of the General Partner) EDGAR ↗
  • Aug 19, 2024 · D/A · $30,530,000 sold of $100,000,000 · 275 investors · min. $25,000 · role: Director (Manager of the manager of the General Partner) EDGAR ↗
  • Aug 23, 2023 · D/A · $20,695,000 sold of $100,000,000 · 177 investors · min. $25,000 · role: Director (Manager of the manager of the General Partner) EDGAR ↗
  • Sep 7, 2022 · D · $0 sold of $100,000,000 · 0 investors · min. $25,000 · role: Director (Manager of the manager of the General Partner) EDGAR ↗

Raised $33.4M from 327 investors (33% of the $100M target) as of the latest filing. Jon is listed as director on 4 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: Commercial / 506(b) (6,713 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.

Commercial · group: Oakhurst

JSW Happy Valley Investors, LP

Los Angeles, CA · Mar 17, 2025
  • Mar 17, 2025 · D · $650,000 sold of $8,000,000 · 6 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $650K from 6 investors (8% of the $8M target) as of the latest filing. Jon is listed as executive officer, promoter.

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: Commercial / 506(b) (6,713 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.

Commercial · group: Oakhurst

Meridian Place Investors, LP

Los Angeles, CA · Jan 13, 2023
  • Jan 13, 2023 · D · $5,715,000 sold of $7,350,000 · 15 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $5.71M from 15 investors (78% of the $7.35M target) as of the latest filing. Jon is listed as executive officer, promoter.

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: Commercial / 506(b) (6,713 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 3

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

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

Richard Goldman

Director · 9 shared filings (2 issuers) · also on 53 other issuers

Richard Goldman is on 55 issuers in total — a repeat sponsor. Their page lists every one.

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

Chuck Ng

Director · 9 shared filings (2 issuers) · also on 26 other issuers

Chuck Ng is on 28 issuers in total — a repeat sponsor. Their page lists every one.

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

Scott Tiano

Director, Executive Officer, Promoter · 5 shared filings (3 issuers) · also on 9 other issuers

Scott Tiano is on 12 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Sponsor group

Oakhurst

44 issuers · 151 filings · $1.89B reported sold · 2014–2026

One team, 44 deal companies. Jon Mendis is listed on 4 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 Mendis.

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

None of the 4 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 Mendis 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 4 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jon Mendis is listed on: none on file. No website or social profile named in Meridian Place Investors, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #136,098 of 374,652 in line (14 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 (Los Angeles, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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