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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:04 AM ET

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Jonathan Berger

Named as an officer, director or promoter on SEC Form D filings · NY · Jan 25, 2010 → Feb 18, 2025

7deals (issuers)
$6.21Breported sold
408investors
24Form D filings
2010–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:21 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jonathan Berger is listed as an executive officer and director on 24 SEC Form D filings by 7 issuers between Jan 2010 and Feb 2025. Largest by amount reported sold: APOLLO CREDIT FUND LP (New York, NY — pooled investment fund — 2010–2012; $3.73B reported sold to 161 investors), Apollo Credit Strategies Fund LP (New York, NY — pooled investment fund — 2011–2012; $1.7B reported sold to 70 investors), Birch Grove Credit Strategies Fund Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2014; $478.3M reported sold to 39 investors), Birch Grove Credit Strategies Fund LP (New York, NY — pooled investment fund — 2014–2025; $278.4M reported sold to 111 investors), BGC Credit Dislocation Fund (Cayman) LP (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2016; $25M reported sold to 1 investors) and 2 more (all listed below).

What this means A repeat sponsor — 7 separate companies raised money with this person listed as executive officer and director, over about 15 years. Across those companies the filings report $6.21B sold in total.

Listed alongside Birch Grove Advisors LLC (14 shared filings, management entity), Birch Grove Capital LP (12 shared filings, management entity), Michael J. Levitt (8 shared filings), William Sheoris (8 shared filings), Anthony Edson (4 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 Jonathan. Each name links to their own page.

The issuers belong to 3 sponsor groups: Stone Tower (3 issuers, $39.4M reported sold, 2009–2012), Apollo (520 issuers, $556.2B reported sold, 2009–2026) and Birch Grove (2 issuers, $303.4M reported sold, 2014–2025).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 9 bankruptcy cases matching the name listed in Key records below.

What this means 9 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 24 public filings for Jonathan Berger and found 16 differences, 7 worth asking the sponsor about: Amount sold went down between filings; Paid seller listed without a CRD number: Nomos Capital International Limited; 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 Jonathan Berger has not run yet — it is #977 of 46,188 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

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, 2:21 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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Jonathan Berger..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

9 cases: 9 closed (disposition not in docket feed)

Jonathan R. Berger closed
United States Bankruptcy Court, S.D. Georgia · No. 14-41934 · Filed Nov 20, 2014 · Closed Mar 26, 2015
Role of Jonathan R. Berger: Debtor · Outcome: Case closed 2015-03-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in GA (not a filing state)
Jonathan Berger closed
United States Bankruptcy Court, D. New Jersey · No. 12-25539 · Filed Jun 18, 2012 · Closed Sep 25, 2012
Role of Jonathan Berger: Debtor · Outcome: Case closed 2012-09-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in NJ (not a filing state)
Jonathan L. Berger and Tracy E. Endicott closed
United States Bankruptcy Court, E.D. Michigan · No. 11-63513 · Filed Sep 1, 2011 · Closed Jan 18, 2012
Role of Jonathan L. Berger and Tracy E. Endicott: Debtor · Outcome: Case closed 2012-01-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in MI (not a filing state)
Jonathan A. Berger closed
United States Bankruptcy Court, W.D. Wisconsin · No. 1-05-18678 · Filed Oct 3, 2005 · Closed Jan 31, 2006
Role of Jonathan A. Berger: Debtor · Outcome: Case closed 2006-01-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in WI (not a filing state)
Jonathan A. Berger closed
United States Bankruptcy Court, D. New Jersey · No. 03-15852 · Filed Feb 25, 2003 · Closed May 6, 2003
Role of Jonathan A. Berger: Debtor · Outcome: Case closed 2003-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in NJ (not a filing state)
Jonathan H. Berger and Susan Eva Berger closed
United States Bankruptcy Court, S.D. Texas · No. 03-80017 · Filed Jan 3, 2003 · Closed May 6, 2003
Role of Jonathan H. Berger and Susan Eva Berger: Debtor · Outcome: Case closed 2003-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in TX (not a filing state)
Jonathan A. Berger closed
United States Bankruptcy Court, D. New Jersey · No. 02-51114 · Filed Jan 30, 2002 · Closed May 6, 2004
Role of Jonathan A. Berger: Debtor · Outcome: Case closed 2004-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in NJ (not a filing state)
Jonathan A. Berger closed
United States Bankruptcy Court, D. New Jersey · No. 01-60264 · Filed Sep 5, 2001 · Closed Jul 21, 2003
Role of Jonathan A. Berger: Debtor · Outcome: Case closed 2003-07-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in NJ (not a filing state)
Jonathan A. Berger closed
United States Bankruptcy Court, D. New Jersey · No. 01-51671 · Filed Feb 14, 2001 · Closed Apr 12, 2001
Role of Jonathan A. Berger: Debtor · Outcome: Case closed 2001-04-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 14 federal dockets); 3 people with this name in Form D filings; court in NJ (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, 2:21 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

16 differences found between the filings for Jonathan Berger — 7 worth asking about (compared 24 filings on Oct 24, 2026)

Note · Sep 18, 2015 – Jul 22, 2022

Bankruptcy case: Birch Grove Landscaping & Nursery, Inc. — filed Sep 18, 2015

United States Bankruptcy Court, W.D. New York docket "Birch Grove Landscaping & Nursery, Inc." filed Sep 18, 2015, closed Jul 22, 2022. Birch Grove Advisors LLC (listed on the same filings) is listed as Party ("Birch Grove Landscaping & Nursery, Inc."). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, W.D. New York ↗Birch Grove Advisors LLC — PartnerFacts page ↗
Sources
Note · Sep 30, 2002 – Aug 21, 2003

Bankruptcy case: Debra Deutchman and Jeffrey Deutchman — filed Sep 30, 2002

United States Bankruptcy Court, E.D. New York docket "Debra Deutchman and Jeffrey Deutchman" filed Sep 30, 2002, closed Aug 21, 2003. Jeffrey Deutchman (listed on the same filings) is listed as Debtor ("Jeffrey Deutchman"). Our match estimate: 80%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, E.D. New York ↗Jeffrey Deutchman — PartnerFacts page ↗
Sources
Worth asking · Jan 25, 2010 – Jan 31, 2011

Amount sold went down between filings — APOLLO CREDIT FUND LP

The Jan 25, 2010 filing says $452,781,200 sold; the Jan 31, 2011 Form D/A says $435,486,813 sold — $17,294,387 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.

Form D/A (earlier) · Jan 25, 2010 ↗Form D/A (later) · Jan 31, 2011 ↗APOLLO CREDIT FUND LP — PartnerFacts page ↗
Sources
Worth asking · Jan 25, 2010 – Sep 12, 2014

Paid seller listed without a CRD number: Nomos Capital International Limited — APOLLO CREDIT FUND LP

Nomos Capital International Limited is listed as receiving sales compensation on 4 filings (Jan 25, 2010 to Sep 12, 2014) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Sep 12, 2014 ↗BrokerCheck search: Nomos Capital International Limited ↗APOLLO CREDIT FUND LP — PartnerFacts page ↗
Sources
Worth asking · Aug 1, 2013 – Feb 14, 2014

Form D filed 197 days after the first sale — Birch Grove Credit Strategies Fund Ltd.

The filing says the first sale was Aug 1, 2013. The Form D was filed Feb 14, 2014 — 197 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 182 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Feb 14, 2014 ↗Birch Grove Credit Strategies Fund Ltd. — PartnerFacts page ↗
Sources
Worth asking · Aug 1, 2013 – Feb 14, 2014

Form D filed 197 days after the first sale — Birch Grove Credit Strategies Fund LP

The filing says the first sale was Aug 1, 2013. The Form D was filed Feb 14, 2014 — 197 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 182 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Feb 14, 2014 ↗Birch Grove Credit Strategies Fund LP — PartnerFacts page ↗
Sources
Note · Apr 15, 2016 – May 2, 2016

Form D filed 17 days after the first sale — BGC Credit Dislocation Fund (Cayman) LP

The filing says the first sale was Apr 15, 2016. The Form D was filed May 2, 2016 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 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.

Form D · May 2, 2016 ↗BGC Credit Dislocation Fund (Cayman) LP — PartnerFacts page ↗
Sources
Note · Feb 3, 2011 – Feb 18, 2025

4 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Birch Grove Credit Strategies Fund LP (latest filing Feb 18, 2025) · No amendment in the last 12 months on an offering that may still be open — BGC Credit Dislocation Fund (Cayman) LP (latest filing May 2, 2016) · No amendment in the last 12 months on an offering that may still be open — Stone Tower Structured Credit Recovery Fund II LP (latest filing Feb 21, 2012) · No amendment in the last 12 months on an offering that may still be open — Stone Tower Credit Solutions Fund LP (latest filing Feb 8, 2012)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Feb 18, 2025 ↗Birch Grove Credit Strategies Fund LP — PartnerFacts page ↗Form D · May 2, 2016 ↗BGC Credit Dislocation Fund (Cayman) LP — PartnerFacts page ↗
Sources
Worth asking · Feb 20, 2014 – Feb 20, 2015

Jonathan Berger is no longer listed on the Feb 20, 2015 amendment — Birch Grove Credit Strategies Fund Ltd.

Jonathan Berger appears on the Feb 20, 2014 Form D/A (director) but not on the Feb 20, 2015 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 20, 2014 ↗Form D/A · Feb 20, 2015 ↗Jonathan Berger — PartnerFacts page ↗Birch Grove Credit Strategies Fund Ltd. — PartnerFacts page ↗
Sources
Worth asking · Feb 1, 2012 – Sep 12, 2014

Jonathan Berger is no longer listed on the Sep 12, 2014 amendment — APOLLO CREDIT FUND LP

Jonathan Berger appears on the Feb 1, 2012 Form D/A (executive officer) but not on the Sep 12, 2014 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 1, 2012 ↗Form D/A · Sep 12, 2014 ↗Jonathan Berger — PartnerFacts page ↗APOLLO CREDIT FUND LP — PartnerFacts page ↗
Sources
Worth asking · Feb 8, 2012 – Aug 4, 2014

Jonathan Berger is no longer listed on the Aug 4, 2014 amendment — Apollo Credit Strategies Fund LP

Jonathan Berger appears on the Feb 8, 2012 Form D/A (executive officer) but not on the Aug 4, 2014 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 8, 2012 ↗Form D/A · Aug 4, 2014 ↗Jonathan Berger — PartnerFacts page ↗Apollo Credit Strategies Fund LP — PartnerFacts page ↗
Sources
Note · Feb 1, 2012 – Sep 12, 2014

Minimum investment changed between filings — APOLLO CREDIT FUND LP

The Feb 1, 2012 filing lists a minimum of $5,000,000; the Sep 12, 2014 Form D/A lists $0.

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

Form D/A (earlier) · Feb 1, 2012 ↗Form D/A (later) · Sep 12, 2014 ↗APOLLO CREDIT FUND LP — PartnerFacts page ↗
Sources
Note · Feb 8, 2012 – Aug 4, 2014

Minimum investment changed between filings — Apollo Credit Strategies Fund LP

The Feb 8, 2012 filing lists a minimum of $5,000,000; the Aug 4, 2014 Form D/A lists $0.

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

Form D/A (earlier) · Feb 8, 2012 ↗Form D/A (later) · Aug 4, 2014 ↗Apollo Credit Strategies Fund LP — PartnerFacts page ↗
Sources
Note · Jan 25, 2010 – Feb 17, 2011

Jonathan Berger is written 2 different ways on the filings

listed as "Jonathan Berger" on 19 filings (from Jan 25, 2010), and "Jonathan I. Berger" on 5 filings (from Feb 17, 2011).

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/A · Jan 25, 2010 ↗Form D · Feb 17, 2011 ↗Jonathan Berger — PartnerFacts page ↗
Sources
Note · Dec 20, 2021 – May 5, 2023

Same name, different state: "Jonathan Berger" (CO) is a separate record

This page covers filings where the address state is NY. A separate record, "Jonathan Berger" with address state CO, is listed on 6 filings — most recently by Medicine Man Technologies, Inc. (May 5, 2023). Both records have filings in the same period (Dec 20, 2021 to May 5, 2023).

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.

Jonathan Berger (CO) — PartnerFacts page ↗Form D · May 5, 2023 ↗Medicine Man Technologies, Inc. — PartnerFacts page ↗Jonathan Berger (NY) — this page ↗
Sources
Note · Nov 18, 2014

Same name, different state: "Jonathan W. Berger" (IL) is a separate record

This page covers filings where the address state is NY. A separate record, "Jonathan W. Berger" with address state IL, is listed on 1 filing — most recently by Great Lakes Dredge & Dock CORP (Nov 18, 2014). Both records have filings in the same period (Nov 18, 2014).

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.

Jonathan W. Berger (IL) — PartnerFacts page ↗Form D · Nov 18, 2014 ↗Great Lakes Dredge & Dock CORP — PartnerFacts page ↗Jonathan Berger (NY) — this 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

2 of 7 offerings report sales commissions totalling $2,955,334; 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
Feb 18, 2025 D/A
Birch Grove Credit Strategies Fund LP
File 021-211950
$2,567,727$0$0
The fund charges a management fee that is described in the fund's offering documents.
Edgeline Capital, LLC BrokerCheck CRD 000152774 ↗
OPPENHEIMER & CO. INC. BrokerCheck CRD 000000249 ↗		EDGAR ↗
May 2, 2016 D
BGC Credit Dislocation Fund (Cayman) LP
File 021-262390
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 20, 2014 D/A
Birch Grove Credit Strategies Fund Ltd.
File 021-211951
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 21, 2012 D
Stone Tower Structured Credit Recovery Fund II LP
File 021-173755
$0$0$0None listed on this filingEDGAR ↗
Feb 8, 2012 D/A
Stone Tower Credit Solutions Fund LP
File 021-155507
$0$0$0None listed on this filingEDGAR ↗
Feb 8, 2012 D/A
Apollo Credit Strategies Fund LP
File 021-155516
$0$0$0None listed on this filingEDGAR ↗
Feb 1, 2012 D/A
APOLLO CREDIT FUND LP
File 021-82398
$387,607 (est.)$0$0Nighthawk Partners, Inc. BrokerCheck CRD 44134 ↗
via Nighthawk Partners, Inc. (CRD 44134 ↗)

Nomos Capital International Limited no CRD number reported
via Nomos Capital International Limited
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 7

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

BG
Pooled Investment Fund · group: Birch Grove

Birch Grove Credit Strategies Fund LP

New York, NY · Feb 14, 2014 → Feb 18, 2025 · 13 filings
  • Feb 18, 2025 · D/A · $278,393,181 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 16, 2024 · D/A · $278,233,181 sold of Indefinite · 110 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 17, 2023 · D/A · $277,983,181 sold of Indefinite · 109 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 18, 2022 · D/A · $277,733,181 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 19, 2021 · D/A · $264,733,181 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 21, 2020 · D/A · $263,733,181 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 22, 2019 · D/A · $257,733,181 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 22, 2018 · D/A · $234,274,462 sold of Indefinite · 88 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 22, 2017 · D/A · $231,524,462 sold of Indefinite · 87 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 22, 2016 · D/A · $208,762,220 sold of Indefinite · 83 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 20, 2015 · D/A · $150,217,571 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 20, 2014 · D/A · $96,035,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗
  • Feb 14, 2014 · D · $86,035,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer (Principal) EDGAR ↗

Raised $278.4M from 111 investors as of the latest filing. Jonathan is listed as executive officer on 13 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.

BC
Pooled Investment Fund · group: Birch Grove

BGC Credit Dislocation Fund (Cayman) LP

Grand Cayman, Cayman Islands (as filed: E9) · May 2, 2016
  • May 2, 2016 · D · $25,000,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $25M from 1 investor as of the latest filing. Jonathan 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.

BG
Pooled Investment Fund

Birch Grove Credit Strategies Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Feb 14, 2014 → Feb 20, 2014 · 2 filings
  • Feb 20, 2014 · D/A · $216,588,692 sold of Indefinite · 15 investors · min. $100,000 · role: Director EDGAR ↗
  • Feb 14, 2014 · D · $196,588,692 sold of Indefinite · 15 investors · min. $100,000 · role: Director EDGAR ↗

Raised $478.3M from 39 investors as of the latest filing. Jonathan is listed as 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.

ST
Pooled Investment Fund · group: Stone Tower

Stone Tower Structured Credit Recovery Fund II LP

New York, NY · Feb 21, 2012
  • Feb 21, 2012 · D · $2,785,000 sold of Indefinite · 11 investors · min. $5,000,000 · role: Executive Officer (Officer of Stone Tower Structured Credit Recovery Partners II GP LLC, the General Partner) EDGAR ↗

Raised $2.79M from 11 investors as of the latest filing. Jonathan 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.

AC
Pooled Investment Fund · group: Apollo

Apollo Credit Strategies Fund LP

New York, NY · Feb 17, 2011 → Feb 8, 2012 · 2 filings
  • Feb 8, 2012 · D/A · $31,700,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Feb 17, 2011 · D · $1,700,000 sold of Indefinite · 15 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $1.7B from 70 investors as of the latest filing. Jonathan 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.

ST
Pooled Investment Fund · group: Stone Tower

Stone Tower Credit Solutions Fund LP

New York, NY · Feb 17, 2011 → Feb 8, 2012 · 2 filings
  • Feb 8, 2012 · D/A · $1,875,000 sold of Indefinite · 15 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Feb 17, 2011 · D · $1,875,000 sold of Indefinite · 15 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $1.88M from 15 investors as of the latest filing. Jonathan 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.

AC
Pooled Investment Fund · group: Apollo

APOLLO CREDIT FUND LP

New York, NY · Jan 25, 2010 → Feb 1, 2012 · 3 filings
  • Feb 1, 2012 · D/A · $470,486,813 sold of Indefinite · 44 investors · min. $5,000,000 · role: Executive Officer (officer of the General Partner) EDGAR ↗
  • Jan 31, 2011 · D/A · $435,486,813 sold of Indefinite · 42 investors · min. $5,000,000 · role: Executive Officer (officer of the General Partner) EDGAR ↗
  • Jan 25, 2010 · D/A · $452,781,200 sold of Indefinite · 40 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $3.73B from 161 investors as of the latest filing. Jonathan is listed as executive officer 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.

Other pages with the same name (2)

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

  • Jonathan W. Berger — IL, 1 issuer, Nov 18, 2014 → Nov 18, 2014 · no shared issuer
  • Jonathan Berger — CO, 1 issuer, Dec 20, 2021 → May 5, 2023 · no shared issuer

People around Jonathan 11

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

BG
Management entity

Birch Grove Advisors LLC

Executive Officer · 14 shared filings (2 issuers)

Listed on the same filings as Jonathan Berger. Their page shows their other deals.

BG
Management entity

Birch Grove Capital LP

Promoter · 12 shared filings (2 issuers)

Listed on the same filings as Jonathan Berger. Their page shows their other deals.

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

Michael J. Levitt

Executive Officer · 8 shared filings (4 issuers) · also on 1 other issuer

Michael J. Levitt is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

William Sheoris

Executive Officer · 8 shared filings (4 issuers) · also on 1 other issuer

William Sheoris is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Anthony Edson

Executive Officer · 4 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Jonathan Berger. Their page shows their other deals.

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

James Galowski

Executive Officer · 3 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Jonathan Berger. Their page shows their other deals.

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

Gregory M. Stover

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Jonathan Berger. Their page shows their other deals.

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

Brian Burkholder

Director · 2 shared filings (1 issuer) · also on 65 other issuers

Brian Burkholder is on 66 issuers in total — a repeat sponsor. Their page lists every one.

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

Richard Coles

Director · 2 shared filings (1 issuer) · also on 54 other issuers

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

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

Jeffrey Deutchman

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Jonathan Berger. Their page shows their other deals.

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

Andrew A. Fink

Executive Officer · 1 shared filing (1 issuer) · also on 8 other issuers

Andrew A. Fink is on 9 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

ST
Sponsor group

Stone Tower

3 issuers · 5 filings · $39.4M reported sold · 2009–2012

One team, 3 deal companies. Jonathan Berger is listed on 2 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 Jonathan Berger.

A
Sponsor group

Apollo

520 issuers · 957 filings · $556.2B reported sold · 2009–2026

One team, 520 deal companies. Jonathan Berger is listed on 2 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 Jonathan Berger.

BG
Sponsor group

Birch Grove

2 issuers · 14 filings · $303.4M reported sold · 2014–2025

One team, 2 deal companies. Jonathan Berger is listed on 2 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 Jonathan Berger.

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

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 7 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 Jonathan Berger 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 7 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jonathan Berger 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 (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

apollo.com ↗ found on Apollo Credit Strategies Fund LP (apollo.com — same registered sponsor family (group "Apollo"); known from issuer CIK 1882850 (search:bing))

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) ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗OpenCorporates ↗

Change history

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