PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 6:52 AM ET

Sponsor Check › Person

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

Jon Morgan

Named as an officer, director or promoter on SEC Form D filings · CT · Mar 4, 2013 → Jul 27, 2026

3deals (issuers)
$1.73Breported sold
138investors
27Form D filings
2013–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:27 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jon Morgan is listed as a director on 27 SEC Form D filings by 3 issuers between Mar 2013 and Jul 2026: 400 Capital Credit Opportunities Fund Ltd. (New York, NY — pooled investment fund — 2013–2026; $1.52B reported sold to 115 investors), BeaconLight Offshore Fund, Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2017–2026; $187.3M reported sold to 20 investors) and Kamunting Street Offshore Fund, Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2013–2015; $23M reported sold to 3 investors).

What this means A repeat sponsor — 3 separate companies raised money with this person listed as director, over about 13 years. Across those companies the filings report $1.73B sold in total.

Listed alongside Matt Auriemma (14 shared filings), 400 Capital Management LLC (13 shared filings, management entity), Christopher Hentemann (12 shared filings), BeaconLight Capital, LLC (10 shared filings, management entity), Ed Bosek (10 shared filings) and 6 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.

The issuers belong to 3 sponsor groups: 400 Capital Asset Based (24 issuers, $5.7B reported sold, 2010–2026), Beaconlight (4 issuers, $562.3M reported sold, 2010–2026) and Kamunting Street (3 issuers, $190.2M reported sold, 2010–2016).

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 (AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, LA, ME, MO, MS, MT, NASAA, NC, NH, NM, OR, RI, TX, WA) — 1 court case matching the name, 5 bankruptcy cases matching the name listed in Key records below.

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

We compared 27 public filings for Jon Morgan and found 8 differences, 1 worth asking the sponsor about: Jon Morgan is no longer listed on the Feb 29, 2016 amendment; 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 Morgan has not run yet — it is joining a line of 21,099 names; searches run around the clock at the hosts' allowed rate. Searched so far: 329 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 dismissed

Jon W. Morgan v. Carson Cheng dismissed
District Court, C.D. California · No. 2:08-cv-06519 · Filed Oct 3, 2008 · Closed Aug 17, 2010 · Nature of suit: 410 Antitrust
Role of Jon W. Morgan: Plaintiff · Outcome: Terminated 2010-08-17 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); 5 people with this name in Form D filings; court in CA (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, 2:27 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: NV (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 Morgan..

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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for IA, IN, KS, MI, NE, NV (see docs/state-regulators.md).

3. Bankruptcies

5 cases: 5 closed (disposition not in docket feed)

Jon A. Morgan closed
United States Bankruptcy Court, W.D. Louisiana · No. 15-10070 · Filed Jan 14, 2015 · Closed Jan 17, 2018
Role of Jon A. Morgan: Debtor · Outcome: Case closed 2018-01-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); 5 people with this name in Form D filings; court in LA (not a filing state)
JON MORGAN closed
United States Bankruptcy Court, D. Nevada · No. 02-22098 · Filed Oct 22, 2002 · Closed Mar 26, 2003
Role of JON MORGAN: Debtor · Outcome: Case closed 2003-03-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); 5 people with this name in Form D filings; court in NV (not a filing state)
Jon R Morgan and Laura Evelyn Harris-Morgan closed
United States Bankruptcy Court, C.D. California · No. 6:02-bk-26653 · Filed Oct 11, 2002 · Closed Feb 10, 2003
Role of Jon R Morgan and Laura Evelyn Harris-Morgan: Debtor · Outcome: Case closed 2003-02-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); 5 people with this name in Form D filings; court in CA (not a filing state)
Jon M Morgan closed
United States Bankruptcy Court, C.D. California · No. 6:97-bk-16313 · Filed Apr 9, 1997 · Closed Jul 16, 1997
Role of Jon M Morgan: Debtor · Outcome: Case closed 1997-07-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); 5 people with this name in Form D filings; court in CA (not a filing state)
JON A. MORGAN and SANDRA L. MORGAN closed
United States Bankruptcy Court, N.D. Alabama · No. 97-40553 · Filed Feb 18, 1997 · Closed Nov 6, 2000
Role of JON A. MORGAN and SANDRA L. MORGAN: Debtor · Outcome: Case closed 2000-11-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); 5 people with this name in Form D filings; court in AL (not a filing state)
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, 2:27 AM ET.

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

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

4. Differences between public sources

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

8 differences found between the filings for Jon Morgan — 1 worth asking about (compared 27 filings on Oct 24, 2026)

Worth asking · Feb 27, 2015 – Feb 29, 2016

Jon Morgan is no longer listed on the Feb 29, 2016 amendment — Kamunting Street Offshore Fund, Ltd.

Jon Morgan appears on the Feb 27, 2015 Form D/A (director) but not on the Feb 29, 2016 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Feb 27, 2015 ↗Form D/A · Feb 29, 2016 ↗Jon Morgan — PartnerFacts page ↗Kamunting Street Offshore Fund, Ltd. — PartnerFacts page ↗
Sources
Note · Aug 23, 2017 – Aug 22, 2018

Minimum investment changed between filings — 400 Capital Credit Opportunities Fund Ltd.

The Aug 23, 2017 filing lists a minimum of $1,000,000; the Aug 22, 2018 Form D/A lists $100,000.

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

Form D/A (earlier) · Aug 23, 2017 ↗Form D/A (later) · Aug 22, 2018 ↗400 Capital Credit Opportunities Fund Ltd. — PartnerFacts page ↗
Sources
Note · Aug 31, 2016 – Aug 23, 2017

Minimum investment changed between filings — 400 Capital Credit Opportunities Fund Ltd.

The Aug 31, 2016 filing lists a minimum of $5,000,000; the Aug 23, 2017 Form D/A lists $1,000,000.

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

Form D/A (earlier) · Aug 31, 2016 ↗Form D/A (later) · Aug 23, 2017 ↗400 Capital Credit Opportunities Fund Ltd. — PartnerFacts page ↗
Sources
Note · Mar 2, 2022 – Feb 20, 2025

Same name, different state: "Jon Morgan" (L2) is a separate record

This page covers filings where the address state is CT. A separate record, "Jon Morgan" with address state L2, is listed on 4 filings — most recently by AlbaCore Partners IV Fund (Feb 20, 2025). Both records have filings in the same period (Mar 2, 2022 to Feb 20, 2025).

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.

Jon Morgan (L2) — PartnerFacts page ↗Form D/A · Feb 20, 2025 ↗AlbaCore Partners IV Fund — PartnerFacts page ↗Jon Morgan (CT) — this page ↗
Sources
Note · Oct 28, 2021 – Mar 16, 2022

Same name, different state: "Jon Morgan" (E9) is a separate record

This page covers filings where the address state is CT. A separate record, "Jon Morgan" with address state E9, is listed on 4 filings — most recently by III Credit Opportunities Fund Ltd. (Mar 16, 2022). Both records have filings in the same period (Oct 28, 2021 to Mar 16, 2022).

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.

Jon Morgan (E9) — PartnerFacts page ↗Form D/A · Mar 16, 2022 ↗III Credit Opportunities Fund Ltd. — PartnerFacts page ↗Jon Morgan (CT) — this page ↗
Sources
Note · Sep 14, 2010 – Aug 20, 2021

Same name, different state: "Jon Michael Morgan" (NC) is a separate record

This page covers filings where the address state is CT. A separate record, "Jon Michael Morgan" with address state NC, is listed on 9 filings — most recently by SP Capital LP (Aug 20, 2021). Both records have filings in the same period (Mar 4, 2013 to Aug 20, 2021).

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.

Jon Michael Morgan (NC) — PartnerFacts page ↗Form D/A · Aug 20, 2021 ↗SP Capital LP — PartnerFacts page ↗Jon Morgan (CT) — this page ↗
Sources
Note · Mar 24, 2020

Same name, different state: "Jon Morgan" (IL) is a separate record

This page covers filings where the address state is CT. A separate record, "Jon Morgan" with address state IL, is listed on 1 filing — most recently by Freedom Street Development, LLC (Mar 24, 2020). Both records have filings in the same period (Mar 24, 2020).

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.

Jon Morgan (IL) — PartnerFacts page ↗Form D · Mar 24, 2020 ↗Freedom Street Development, LLC — PartnerFacts page ↗Jon Morgan (CT) — this page ↗
Sources
Note · Mar 4, 2010 – Feb 29, 2016

4 address changes between filings

Address moved from Grand Cayman, Cayman Islands (as filed: E9) to Miami Beach, FL — Kamunting Street Offshore Fund, Ltd. · Address moved from George Town Grand Cayman, Cayman Islands (as filed: E9) to Grand Cayman, Cayman Islands (as filed: E9) — Kamunting Street Offshore Fund, Ltd. · Address moved from Grand Cayman, Cayman Islands (as filed: E9) to George Town Grand Cayman, Cayman Islands (as filed: E9) — Kamunting Street Offshore Fund, Ltd. · Address moved from Willemstad, Curacao, Netherlands Antilles (as filed: P8) to Grand Cayman, Cayman Islands (as filed: E9) — Kamunting Street Offshore Fund, Ltd.

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Feb 27, 2015 ↗Form D/A · Feb 29, 2016 ↗Kamunting Street Offshore Fund, Ltd. — PartnerFacts page ↗Form D/A · Mar 2, 2012 ↗
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

0 of 3 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 27, 2026 D/A
400 Capital Credit Opportunities Fund Ltd.
File 021-159590
$0 (est.)$0 (est.)$0 (est.)
Issuer's confidential offering materials fully discuss management fees and incentive allocations
EDGELINE CAPITAL, LLC. BrokerCheck CRD 152774 ↗
YOUNG AMERICA CAPITAL, LLC BrokerCheck CRD 150443 ↗
MISCHLER FINANCIAL GROUP, INC. BrokerCheck CRD 37818 ↗
MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗		EDGAR ↗
Mar 13, 2026 D/A
BeaconLight Offshore Fund, Ltd.
File 021-138493
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees and non-affiliated Directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Feb 27, 2015 D/A
Kamunting Street Offshore Fund, Ltd.
File 021-72480
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 3

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

4C
Pooled Investment Fund · group: 400 Capital Asset Based

400 Capital Credit Opportunities Fund Ltd.

New York, NY · Sep 13, 2013 → Jul 27, 2026 · 14 filings
  • Jul 27, 2026 · D/A · $1,523,293,903 sold of Indefinite · 115 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 29, 2025 · D/A · $1,457,285,903 sold of Indefinite · 111 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 1, 2024 · D/A · $1,412,160,903 sold of Indefinite · 106 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 2, 2023 · D/A · $1,398,593,403 sold of Indefinite · 99 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 8, 2022 · D/A · $1,350,568,403 sold of Indefinite · 96 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 6, 2021 · D/A · $1,324,088,403 sold of Indefinite · 91 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 6, 2020 · D/A · $1,213,273,403 sold of Indefinite · 80 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 9, 2019 · D/A · $666,062,903 sold of Indefinite · 64 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 22, 2018 · D/A · $444,612,903 sold of Indefinite · 52 investors · min. $100,000 · role: Director EDGAR ↗
  • Aug 23, 2017 · D/A · $356,271,903 sold of Indefinite · 40 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Aug 31, 2016 · D/A · $325,791,903 sold of Indefinite · 34 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 3, 2015 · D/A · $155,461,903 sold of Indefinite · 27 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 3, 2014 · D/A · $45,271,903 sold of Indefinite · 16 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Sep 13, 2013 · D/A · $11,950,000 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $1.52B from 115 investors as of the latest filing. Jon is listed as director on 14 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.

BO
Pooled Investment Fund · group: Beaconlight

BeaconLight Offshore Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 20, 2017 → Mar 13, 2026 · 10 filings
  • Mar 13, 2026 · D/A · $187,275,370 sold of Indefinite · 20 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 14, 2025 · D/A · $144,960,370 sold of Indefinite · 15 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 15, 2024 · D/A · $144,960,370 sold of Indefinite · 15 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 15, 2023 · D/A · $129,960,370 sold of Indefinite · 14 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 15, 2022 · D/A · $109,960,370 sold of Indefinite · 13 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 15, 2021 · D/A · $109,960,370 sold of Indefinite · 13 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 17, 2020 · D/A · $109,960,370 sold of Indefinite · 13 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 18, 2019 · D/A · $63,260,370 sold of Indefinite · 10 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 19, 2018 · D/A · $45,425,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 20, 2017 · D/A · $45,425,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $187.3M from 20 investors as of the latest filing. Jon is listed as director on 10 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.

KS
Pooled Investment Fund · group: Kamunting Street

Kamunting Street Offshore Fund, Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Mar 4, 2013 → Feb 27, 2015 · 3 filings
  • Feb 27, 2015 · D/A · $22,989,457 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 4, 2014 · D/A · $22,989,457 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 4, 2013 · D/A · $20,888,897 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗

Raised $23M from 3 investors as of the latest filing. Jon is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

Other pages with the same name (4)

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

  • Jon Morgan — Cayman Islands (as filed: E9), 4 issuers, Oct 28, 2021 → Mar 16, 2022 · no shared issuer
  • Jon Michael Morgan — NC, 2 issuers, Sep 14, 2010 → Aug 20, 2021 · no shared issuer
  • Jon Morgan — Ireland (as filed: L2), 2 issuers, Mar 2, 2022 → Feb 20, 2025 · no shared issuer
  • Jon Morgan — IL, 1 issuer, Mar 24, 2020 → Mar 24, 2020 · no shared issuer

People around Jon 11

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

4C
Management entity

400 Capital Management LLC

Executive Officer, Promoter · 13 shared filings (1 issuer) · also on 15 other issuers

400 Capital Management LLC is on 16 issuers in total — a repeat sponsor. Their page lists every one.

BC
Management entity

BeaconLight Capital, LLC

Executive Officer · 10 shared filings (1 issuer) · also on 3 other issuers

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

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

Matt Auriemma

Director · 14 shared filings (1 issuer) · also on 113 other issuers

Matt Auriemma is on 114 issuers in total — a repeat sponsor. Their page lists every one.

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

Christopher Hentemann

Director · 12 shared filings (1 issuer) · also on 23 other issuers

Christopher Hentemann is on 24 issuers in total — a repeat sponsor. Their page lists every one.

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

Philip Dickie

Director · 10 shared filings (1 issuer) · also on 112 other issuers

Philip Dickie is on 113 issuers in total — a repeat sponsor. Their page lists every one.

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

Ed Bosek

Director · 10 shared filings (1 issuer) · also on 1 other issuer

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

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

Charles Rustin Holzer

Director · 6 shared filings (1 issuer)

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

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

Mark Cook

Director · 3 shared filings (1 issuer) · also on 113 other issuers

Mark Cook is on 114 issuers in total — a repeat sponsor. Their page lists every one.

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

George Marinopoulos

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

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

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

Chris Hentemann

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

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

The team behind the deals

4C
Sponsor group

400 Capital Asset Based

24 issuers · 78 filings · $5.7B reported sold · 2010–2026

One team, 24 deal companies. Jon Morgan is listed on 1 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 Morgan.

B
Sponsor group

Beaconlight

4 issuers · 41 filings · $562.3M reported sold · 2010–2026

One team, 4 deal companies. Jon Morgan is listed on 1 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 Morgan.

KS
Sponsor group

Kamunting Street

3 issuers · 16 filings · $190.2M reported sold · 2010–2016

One team, 3 deal companies. Jon Morgan is listed on 1 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 Morgan.

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)

A person is never an adviser firm. 2 of the 3 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): 400 Capital Credit Opportunities Fund Ltd., BeaconLight Offshore Fund, Ltd..

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 Morgan 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 3 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jon Morgan is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Grand Cayman, E9). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

400capital.com ↗ found on 400 Capital Credit Opportunities Fund Ltd. (400capital.com — via management entity 400 Capital Management LLC — Form ADV Item 1.I of 400 CAPITAL MANAGEMENT LLC (CRD 160089))

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) ↗Connecticut Judicial Branch case look-up ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

Connecticut Secretary of State business search ↗New York Secretary of State business search ↗OpenCorporates ↗

Change history

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