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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:32 AM ET

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Jonathan G. Davis

Named as an officer, director or promoter on SEC Form D filings · MA · Aug 14, 2009 → Jan 2, 2025

38deals (issuers)
$3.99Breported sold
3,087investors
59Form D filings
2009–2025years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jonathan G. Davis is listed as an executive officer, director, and promoter on 59 SEC Form D filings by 38 issuers between Aug 2009 and Feb 2026. Largest by amount reported sold: FIAM Global Unconstrained Equity Fund LP (Smithfield, RI — pooled investment fund — 2025–2026; $2.09B reported sold to 96 investors), Davis Investment Ventures Fund V-A, L.P. (Boston, MA — pooled investment fund — 2022–2023; $508.1M reported sold to 433 investors), Davis Investment Ventures Fund II-A, L.P. (Boston, MA — pooled investment fund — 2012–2013; $304.3M reported sold to 335 investors), Davis Investment Ventures Fund III-A, L.P. (Boston, MA — pooled investment fund — 2015–2016; $296.3M reported sold to 277 investors), Davis Investment Ventures Value Opportunity Fund I-A, L.P. (Boston, MA — pooled investment fund — 2009–2011; $198M reported sold to 256 investors) and 33 more (all listed below).

What this means That is a lot of deals — 38 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $3.99B sold in total.

Listed alongside Larry Lenrow (20 shared filings), Jordanna Ferreira (16 shared filings), Stephen Davis (15 shared filings), Cappy Daume (14 shared filings), Quentin Reynolds (14 shared filings) and 25 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 2 sponsor groups: Davis (38 issuers, $1.92B reported sold, 2009–2026) and Fiam (45 issuers, $17.78B reported sold, 2009–2026).

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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record 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 the newest 50 of 59 public filings for Jonathan G. Davis and found 11 differences, 1 worth asking the sponsor about: 7 Form Ds were filed more than 15 days after the first sale; 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 G. Davis has not run yet — it is joining a line of 23,566 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:19 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Jonathan G. Davis..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Jonathan B Davis closed
United States Bankruptcy Court, D. Massachusetts · No. 12-11801 · Filed Mar 2, 2012 · Closed Jun 18, 2012
Role of Jonathan B Davis: Debtor · Outcome: Case closed 2012-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 285 federal dockets); 5 people with this name in Form D filings; court in the person's filing state (MA); middle initial differs
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, 2:19 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

11 differences found between the filings for Jonathan G. Davis — 1 worth asking about (compared the newest 50 of 59 filings on Oct 24, 2026; older filings not covered)

Note · Sep 9, 2019 – Apr 26, 2022

Bankruptcy case: Bridge Street Equities, LLC — filed Sep 9, 2019

United States Bankruptcy Court, D. Massachusetts docket "Bridge Street Equities, LLC" filed Sep 9, 2019, closed Apr 26, 2022. Bridge Street Investors, LLC (related issuer) is listed as Party ("Bridge Street Equities, LLC"). 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.

Sources
Note · Jan 12, 1998 – Jul 10, 1998

Bankruptcy case: 29 Bridge Street Shakers, Inc. — filed Jan 12, 1998

United States Bankruptcy Court, D. Massachusetts docket "29 Bridge Street Shakers, Inc." filed Jan 12, 1998, closed Jul 10, 1998. Bridge Street Investors, LLC (related issuer) is listed as Party ("29 Bridge Street Shakers, 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.

Sources
Note · Dec 1, 1994 – Feb 8, 1995

Bankruptcy case: Twenty Nine Bridge Street Corporation — filed Dec 1, 1994

United States Bankruptcy Court, D. Massachusetts docket "Twenty Nine Bridge Street Corporation" filed Dec 1, 1994, closed Feb 8, 1995. Bridge Street Investors, LLC (related issuer) is listed as Party ("Twenty Nine Bridge Street Corporation"). 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.

Sources
Worth asking · Apr 9, 2012 – Feb 23, 2022

7 Form Ds were filed more than 15 days after the first sale

Form D filed 216 days after the first sale — TDC Quad 3, LLC · Form D filed 216 days after the first sale — TDC Quad 2, LLC · Form D filed 209 days after the first sale — DIV Galen Investor, L.P. · Form D filed 61 days after the first sale — DIV REIT IV, LLC · Form D filed 49 days after the first sale — DIV Edens, LLC · and 2 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Note · Jul 30, 2009 – Oct 11, 2023

10 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 — Davis Investment Ventures Fund V-A, L.P. (latest filing Oct 11, 2023) · No amendment in the last 12 months on an offering that may still be open — Davis Investment Ventures Fund V, L.P. (latest filing Oct 11, 2023) · No amendment in the last 12 months on an offering that may still be open — Davis Investment Ventures Fund V-B, L.P. (latest filing Oct 11, 2023) · No amendment in the last 12 months on an offering that may still be open — Davis Investment Ventures Fund III-B, L.P. (latest filing Oct 26, 2016) · No amendment in the last 12 months on an offering that may still be open — Davis Investment Ventures Fund III-A, L.P. (latest filing Oct 26, 2016) · and 5 more

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

Sources
Note · Feb 23, 2022 – Jun 11, 2024

Offering amount changed between filings — DIV Galen Investor, L.P.

The Feb 23, 2022 filing says $30,000,000 offered; the Jun 11, 2024 Form D/A says $38,458,999.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Feb 23, 2022 – Jun 11, 2024

Minimum investment changed between filings — DIV Galen Investor, L.P.

The Feb 23, 2022 filing lists a minimum of $50,000; the Jun 11, 2024 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
Note · Aug 14, 2009 – Feb 9, 2016

Jonathan G. Davis is written 2 different ways on the filings

listed as "Jonathan G. Davis" on 37 filings (from Aug 14, 2009), and "Jonathan Davis" on 17 filings (from Feb 9, 2016).

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.

Sources
Note · Jan 17, 2018 – Nov 10, 2022

Same name, different state: "Jonathan Davis" (WA) is a separate record

This page covers filings where the address state is MA. A separate record, "Jonathan Davis" with address state WA, is listed on 5 filings — most recently by Pacific Hybreed, Inc. (Nov 10, 2022). Both records have filings in the same period (Jan 17, 2018 to Nov 10, 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.

Sources
Note · Dec 16, 2021

Same name, different state: "Jonathan Davis" (SC) is a separate record

This page covers filings where the address state is MA. A separate record, "Jonathan Davis" with address state SC, is listed on 1 filing — most recently by Parkside Crossing Debt LLC (Dec 16, 2021). Both records have filings in the same period (Dec 16, 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.

Sources
Note · Feb 3, 2017 – Sep 25, 2020

Same name, different state: "Jonathan Davis" (TN) is a separate record

This page covers filings where the address state is MA. A separate record, "Jonathan Davis" with address state TN, is listed on 2 filings — most recently by myNexus Holdings, Inc. (Sep 25, 2020). Both records have filings in the same period (Feb 3, 2017 to Sep 25, 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.

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. We compared the newest 50 of 59 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

16 of 38 offerings report sales commissions totalling $17,007,895; 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 5, 2026 D/A
FIAM Global Unconstrained Equity Fund LP
File 021-504617
$0$0$0Fidelity Distributors Company LLC BrokerCheck CRD 17507 ↗EDGAR ↗
Jan 2, 2025 D
Galen Street REIT, LLC
File 021-533971
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Aug 2, 2024 D
DIV REIT V, LLC
File 021-520412
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jun 11, 2024 D/A
DIV Galen Investor, L.P.
File 021-434648
$0$0$0None listed on this filingEDGAR ↗
Mar 19, 2024 D
Fidelity Venture Capital Fund I LP
File 021-507998
$0$0$0FIDELITY DISTRIBUTORS COMPANY LLC BrokerCheck CRD 17507 ↗
via FIDELITY DISTRIBUTORS COMPANY (CRD 17507 ↗)

FIDELITY BROKERAGE SERVICES LLC BrokerCheck CRD 7784 ↗
via FIDELITY BROKERAGE SERVICES LLC (CRD 7784 ↗)
EDGAR ↗
Feb 1, 2024 D/A
DIV REIT IV, LLC
File 021-374694
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 11, 2023 D/A
Davis Investment Ventures Fund V, L.P.
File 021-456423
$0$0$0
An affiliate of the general partner of the Issuer will receive an annual management fee.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Oct 11, 2023 D/A
Davis Investment Ventures Fund V-A, L.P.
File 021-456564
$0$0$0
An affiliate of the general partner of the Issuer will receive an annual management fee.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Oct 11, 2023 D/A
Davis Investment Ventures Fund V-B, L.P.
File 021-456635
$0$0$0
An affiliate of the general partner of the Issuer will receive an annual management fee.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Aug 15, 2023 D
Davis Investment Ventures Fund V-C, L.P.
File 021-489698
$0$0$0
An affiliate of the general partner of the Issuer will receive an annual management fee.
Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)

Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)
EDGAR ↗
Feb 23, 2022 D
TDC Quad 2, LLC
File 021-434653
$0$0$0None listed on this filingEDGAR ↗
Feb 23, 2022 D
TDC Quad 3, LLC
File 021-434656
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2022 D
TDC Cabot & Main, LLC
File 021-429251
$0$0$0None listed on this filingEDGAR ↗
Oct 12, 2021 D
DIV WEST 29TH STREET REIT, LLC
File 021-416539
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 6, 2019 D
TDC Latham REIT, LLC
File 021-355008
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jul 17, 2019 D
Davis Investment Ventures Fund IV, L.P.
File 021-344535
$0$0$0
The Issuer will pay a management fee to its investment manager.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Jul 17, 2019 D
Davis Investment Ventures Fund IV-B, L.P.
File 021-344529
$0$0$0
The Issuer will pay a management fee to its investment manager.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Jul 17, 2019 D
Davis Investment Ventures Fund IV-A, L.P.
File 021-344531
$0$0$0
The Issuer will pay a management fee to its investment manager.
Park Madison Partners LLC BrokerCheck CRD 140016 ↗
via Park Madison Partners LLC (CRD 140016 ↗)

Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)
EDGAR ↗
Aug 7, 2018 D
DIV New Boston Hospitality Owner, LLC
File 021-318653
$0$0$0None listed on this filingEDGAR ↗
Aug 7, 2018 D
TDC Quad, LLC
File 021-318660
$0$0$0None listed on this filingEDGAR ↗
Oct 4, 2017 D
TDC NY Centers, LLC
File 021-295963
$0$0$0None listed on this filingEDGAR ↗
Jun 28, 2017 D
DIV Cambridge Park Consolidator, LLC
File 021-289584
$0$0$0None listed on this filingEDGAR ↗
Mar 2, 2017 D
TDC 1234, LLC
File 021-281645
$0$0$0None listed on this filingEDGAR ↗
Feb 10, 2017 D
Bridge Street Investors, LLC
File 021-280466
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2016 D
DIV HDV Self Storage REIT II, LLC
File 021-277372
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 26, 2016 D/A
Davis Investment Ventures Fund III-A, L.P.
File 021-249591
$5,345,000 (est.)$0$0
The Issuer will pay a management fee to its investment manager.
Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)

Greenhill & Co., LLC BrokerCheck CRD 40290 ↗
via Greenhill & Co., LLC (CRD 40290 ↗)

Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James & Associates, Inc. (CRD 705 ↗)
EDGAR ↗
Oct 26, 2016 D/A
Davis Investment Ventures Fund III, L.P.
File 021-249589
$5,345,000 (est.)$0$0
The Issuer will pay a management fee to its investment manager.
Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)

Greenhill & Co., LLC BrokerCheck CRD 40290 ↗
via Greenhill & Co., LLC (CRD 40290 ↗)

Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James & Associates, Inc. (CRD 705 ↗)
EDGAR ↗
Oct 26, 2016 D/A
Davis Investment Ventures Fund III-B, L.P.
File 021-249595
$5,345,000 (est.)$0$0
The Issuer will pay a management fee to its investment manager.
Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)

Greenhill & Co., LLC BrokerCheck CRD 40290 ↗
via Greenhill & Co., LLC (CRD 40290 ↗)

Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James & Associates, Inc. (CRD 705 ↗)
EDGAR ↗
Feb 9, 2016 D
DIV Fund III-A Special, LLC
File 021-257071
$0$0$0None listed on this filingEDGAR ↗
Feb 4, 2016 D
DIV REIT III, LLC
File 021-256734
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Aug 20, 2013 D
DIV Fund II-A Special, LLC
File 021-201613
$0$0$0None listed on this filingEDGAR ↗
Jan 10, 2013 D/A
Davis Investment Ventures Fund II-A, L.P.
File 021-177723
$647,345$0$0
Customary management fees are paid by the issuer to the investment manager, an affiliate of the general partner, as provided in the issuer's offering materials.
Kipling Capital, Inc BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)

Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James & Associates, Inc. (CRD 705 ↗)

Raymond James Financial Services, Inc. BrokerCheck CRD 6694 ↗
via Raymond James Financial Services, Inc. (CRD 6694 ↗)
EDGAR ↗
Jan 10, 2013 D/A
Davis Investment Ventures Fund II-B, L.P.
File 021-181509
$19,625$0$0
Customary management fees are paid by the issuer to the investment manager, an affiliate of the general partner, as provided in the issuer's offering materials.
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James & Associates, Inc. (CRD 705 ↗)
EDGAR ↗
Jan 8, 2013 D/A
Davis Investment Ventures Fund II, L.P.
File 021-177725
$13,300$0$0
Customary management fees are paid by the issuer to the investment manager, an affiliate of the general partner, as provided in the issuer's offering materials.
Kipling Capital, Inc. BrokerCheck CRD 41196 ↗
via Kipling Capital, Inc. (CRD 41196 ↗)

Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James & Associates, Inc. (CRD 705 ↗)
EDGAR ↗
Sep 7, 2012 D
DIV Edens, LLC
File 021-183792
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2011 D/A
Davis Investment Ventures Value Opportunity Fund I-A, L.P.
File 021-133681
$211,500$0$0RAYMOND JAMES & ASSOCIATES, INC. BrokerCheck CRD 705 ↗
KIPLING CAPITAL, INC. BrokerCheck CRD 41196 ↗
APPLE LANE GROUP LLC BrokerCheck CRD 129331 ↗
EDGAR ↗
Dec 15, 2010 D
DIV REIT I Corp
File 021-151968
$6,250 (est.)$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
May 18, 2010 D/A
Davis Investment Ventures Value Opportunity Fund I, L.P.
File 021-133680
$31,125$0$0RAYMOND JAMES & ASSOCIATES, INC. BrokerCheck CRD 705 ↗
KIPLING CAPITAL, INC, BrokerCheck CRD 41196 ↗
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 38

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

Pooled Investment Fund · group: Fiam

FIAM Global Unconstrained Equity Fund LP

Smithfield, RI · Feb 6, 2025 → Feb 5, 2026 · 2 filings
  • Feb 5, 2026 · D/A · $2,088,450,003 sold of Indefinite · 96 investors · min. No minimum reported · role: Executive Officer, Director (Assistant Treasurer and Director of the General Partner) EDGAR ↗
  • Feb 6, 2025 · D/A · $1,352,667,419 sold of Indefinite · 80 investors · min. No minimum reported · role: Executive Officer, Director (Assistant Treasurer and Director of the General Partner of the Issuer) EDGAR ↗

Raised $2.09B from 96 investors as of the latest filing. Jonathan is listed as executive officer, director on 2 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: 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.

REITS and Finance · group: Davis

Galen Street REIT, LLC

Boston, MA · Jan 2, 2025
  • Jan 2, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as executive officer.

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: REITS and Finance / 506(b) (3,490 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.

REITS and Finance · group: Davis

DIV REIT V, LLC

Boston, MA · Aug 2, 2024
  • Aug 2, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as executive officer.

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: REITS and Finance / 506(b) (3,490 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: Davis

DIV Galen Investor, L.P.

Boston, MA · Feb 23, 2022 → Jun 11, 2024 · 2 filings
  • Jun 11, 2024 · D/A · $38,458,999 sold of $38,458,999 · 36 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Feb 23, 2022 · D · $30,000,000 sold of $30,000,000 · 32 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $38.5M from 36 investors (100% of the $38.5M target) as of the latest filing. Jonathan is listed as executive officer on 2 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.

Pooled Investment Fund · group: Fiam

Fidelity Venture Capital Fund I LP

Boston, MA · Mar 19, 2024
  • Mar 19, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer.

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.

REITS and Finance · group: Davis

DIV REIT IV, LLC

Boston, MA · Sep 2, 2020 → Feb 1, 2024 · 2 filings
  • Feb 1, 2024 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗
  • Sep 2, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as executive officer on 2 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: REITS and Finance / 506(b) (3,490 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund V-B, L.P.

Boston, MA · Aug 23, 2022 → Oct 11, 2023 · 2 filings
  • Oct 11, 2023 · D/A · $154,025,000 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 23, 2022 · D · $67,250,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $154M from 49 investors as of the latest filing. Jonathan is listed as executive officer on 2 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: 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund V-A, L.P.

Boston, MA · Aug 22, 2022 → Oct 11, 2023 · 2 filings
  • Oct 11, 2023 · D/A · $508,095,000 sold of Indefinite · 433 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 22, 2022 · D · $342,197,500 sold of Indefinite · 268 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $508.1M from 433 investors as of the latest filing. Jonathan is listed as executive officer on 2 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: 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund V, L.P.

Boston, MA · Aug 22, 2022 → Oct 11, 2023 · 2 filings
  • Oct 11, 2023 · D/A · $16,750,000 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 22, 2022 · D · $11,800,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $16.8M from 42 investors as of the latest filing. Jonathan is listed as executive officer on 2 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: 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund V-C, L.P.

Boston, MA · Aug 15, 2023
  • Aug 15, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer.

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.

Commercial · group: Davis

TDC Quad 3, LLC

Boston, MA · Feb 23, 2022
  • Feb 23, 2022 · D · $1,218,850 sold of $1,218,850 · 45 investors · min. $10,000 · role: Executive Officer EDGAR ↗

Raised $1.22M from 45 investors (100% of the $1.22M target) as of the latest filing. Jonathan is listed as executive officer.

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: Davis

TDC Quad 2, LLC

Boston, MA · Feb 23, 2022
  • Feb 23, 2022 · D · $4,610,266 sold of $4,610,266 · 45 investors · min. $10,000 · role: Executive Officer EDGAR ↗

Raised $4.61M from 45 investors (100% of the $4.61M target) as of the latest filing. Jonathan is listed as executive officer.

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: Davis

TDC Cabot & Main, LLC

Boston, MA · Jan 13, 2022
  • Jan 13, 2022 · D · $9,430,000 sold of $9,430,000 · 34 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $9.43M from 34 investors (100% of the $9.43M target) as of the latest filing. Jonathan is listed as executive officer.

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.

REITS and Finance · group: Davis

DIV WEST 29TH STREET REIT, LLC

Boston, MA · Oct 12, 2021
  • Oct 12, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as executive officer.

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: REITS and Finance / 506(b) (3,490 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.

REITS and Finance · group: Davis

TDC Latham REIT, LLC

Boston, MA · Dec 6, 2019
  • Dec 6, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as executive officer.

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: REITS and Finance / 506(b) (3,490 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund IV, L.P.

Boston, MA · Jul 17, 2019
  • Jul 17, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer.

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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund IV-A, L.P.

Boston, MA · Jul 17, 2019
  • Jul 17, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer.

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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund IV-B, L.P.

Boston, MA · Jul 17, 2019
  • Jul 17, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer.

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.

Commercial · group: Davis

TDC Quad, LLC

Boston, MA · Aug 7, 2018
  • Aug 7, 2018 · D · $9,525,000 sold of $9,525,000 · 45 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $9.53M from 45 investors (100% of the $9.53M target) as of the latest filing. Jonathan 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: Davis

DIV New Boston Hospitality Owner, LLC

Boston, MA · Aug 7, 2018
  • Aug 7, 2018 · D · $6,000,000 sold of $6,000,000 · 20 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $6M from 20 investors (100% of the $6M target) as of the latest filing. Jonathan 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: Davis

TDC NY Centers, LLC

Boston, MA · Oct 4, 2017
  • Oct 4, 2017 · D · $10,450,000 sold of $10,450,000 · 41 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $10.4M from 41 investors (100% of the $10.4M target) as of the latest filing. Jonathan 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: Davis

DIV Cambridge Park Consolidator, LLC

Boston, MA · Jun 28, 2017
  • Jun 28, 2017 · D · $5,750,000 sold of $5,750,000 · 9 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $5.75M from 9 investors (100% of the $5.75M target) as of the latest filing. Jonathan 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: Davis

TDC 1234, LLC

Boston, MA · Mar 2, 2017
  • Mar 2, 2017 · D · $6,500,000 sold of $6,500,000 · 15 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $6.5M from 15 investors (100% of the $6.5M target) as of the latest filing. Jonathan 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: Davis

Bridge Street Investors, LLC

Boston, MA · Feb 10, 2017
  • Feb 10, 2017 · D · $3,713,887 sold of $3,713,887 · 14 investors · min. $20,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $3.71M from 14 investors (100% of the $3.71M target) as of the latest filing. Jonathan 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.

REITS and Finance · group: Davis

DIV HDV Self Storage REIT II, LLC

Boston, MA · Dec 30, 2016
  • Dec 30, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Chief Executive Officer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as executive officer.

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: REITS and Finance / 506(b) (3,490 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund III, L.P.

Boston, MA · Oct 16, 2015 → Oct 26, 2016 · 2 filings
  • Oct 26, 2016 · D/A · $30,650,000 sold of Indefinite · 76 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of Issuer) EDGAR ↗
  • Oct 16, 2015 · D · $10,700,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of Issuer) EDGAR ↗

Raised $30.6M from 76 investors as of the latest filing. Jonathan is listed as executive officer on 2 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: 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund III-A, L.P.

Boston, MA · Oct 16, 2015 → Oct 26, 2016 · 2 filings
  • Oct 26, 2016 · D/A · $296,311,719 sold of Indefinite · 277 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Oct 16, 2015 · D · $164,400,000 sold of Indefinite · 98 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $296.3M from 277 investors as of the latest filing. Jonathan is listed as executive officer on 2 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: 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund III-B, L.P.

Boston, MA · Oct 16, 2015 → Oct 26, 2016 · 2 filings
  • Oct 26, 2016 · D/A · $162,350,000 sold of Indefinite · 47 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗
  • Oct 16, 2015 · D · $61,150,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of the General Partner of the Issuer) EDGAR ↗

Raised $162.3M from 47 investors as of the latest filing. Jonathan is listed as executive officer on 2 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: 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.

Commercial · group: Davis

DIV Fund III-A Special, LLC

Boston, MA · Feb 9, 2016
  • Feb 9, 2016 · D · $2,111,718 sold of $2,111,718 · 20 investors · min. $18,750 · role: Executive Officer, Promoter EDGAR ↗

Raised $2.11M from 20 investors (100% of the $2.11M target) as of the latest filing. Jonathan 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.

REITS and Finance · group: Davis

DIV REIT III, LLC

Boston, MA · Feb 4, 2016
  • Feb 4, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as executive officer.

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: REITS and Finance / 506(b) (3,490 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: Davis

DIV Fund II-A Special, LLC

Boston, MA · Aug 20, 2013
  • Aug 20, 2013 · D · $1,162,500 sold of $1,162,500 · 14 investors · min. $37,500 · role: Executive Officer, Promoter EDGAR ↗

Raised $1.16M from 14 investors (100% of the $1.16M target) as of the latest filing. Jonathan 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund II-B, L.P.

Boston, MA · Jul 19, 2012 → Jan 10, 2013 · 2 filings
  • Jan 10, 2013 · D/A · $83,000,000 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer, Director (Manager and President of the General Partner of Issuer) EDGAR ↗
  • Jul 19, 2012 · D · $23,000,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Director (Manager and President of the General Partner of Issuer) EDGAR ↗

Raised $83M from 30 investors as of the latest filing. Jonathan is listed as executive officer, director on 2 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund II-A, L.P.

Boston, MA · May 4, 2012 → Jan 10, 2013 · 3 filings
  • Jan 10, 2013 · D/A · $304,337,000 sold of Indefinite · 335 investors · min. No minimum reported · role: Executive Officer, Director (Manager and President of the General Partner of Issuer) EDGAR ↗
  • Jul 19, 2012 · D/A · $284,287,000 sold of Indefinite · 310 investors · min. No minimum reported · role: Executive Officer, Director (Manager and President of the General Partner of Issuer) EDGAR ↗
  • May 4, 2012 · D · $209,535,000 sold of Indefinite · 188 investors · min. No minimum reported · role: Executive Officer, Director (Manager and President of the General Partner of Issuer) EDGAR ↗

Raised $304.3M from 335 investors as of the latest filing. Jonathan is listed as executive officer, director on 3 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Fund II, L.P.

Boston, MA · May 4, 2012 → Jan 8, 2013 · 3 filings
  • Jan 8, 2013 · D/A · $26,175,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer, Director (Manager and President of the General Partner of Issuer) EDGAR ↗
  • Jul 19, 2012 · D/A · $25,375,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer, Director (Manager and President of the General Partner of Issuer) EDGAR ↗
  • May 4, 2012 · D · $20,775,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer, Director (Manager and President of the General Partner of Issuer) EDGAR ↗

Raised $26.2M from 39 investors as of the latest filing. Jonathan is listed as executive officer, director on 3 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.

Commercial · group: Davis

DIV Edens, LLC

Boston, MA · Sep 7, 2012
  • Sep 7, 2012 · D · $5,591,416 sold of $5,591,416 · 6 investors · min. $100,000 · role: Promoter EDGAR ↗

Raised $5.59M from 6 investors (100% of the $5.59M target) as of the latest filing. Jonathan is listed as 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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Value Opportunity Fund I-A, L.P.

Boston, MA · Aug 14, 2009 → Mar 15, 2011 · 5 filings
  • Mar 15, 2011 · D/A · $198,027,000 sold of Indefinite · 256 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 18, 2010 · D/A · $198,027,000 sold of Indefinite · 256 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 26, 2010 · D/A · $131,920,000 sold of Indefinite · 149 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 25, 2009 · D/A · $90,195,000 sold of Indefinite · 92 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 14, 2009 · D · $63,075,000 sold of Indefinite · 71 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $198M from 256 investors as of the latest filing. Jonathan is listed as executive officer 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.

REITS and Finance · group: Davis

DIV REIT I Corp

Boston, MA · Dec 15, 2010
  • Dec 15, 2010 · D · $114,000 sold of $125,000 · 114 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $114K from 114 investors (91% of the $125K target) as of the latest filing. Jonathan is listed as executive officer.

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.

Pooled Investment Fund · group: Davis

Davis Investment Ventures Value Opportunity Fund I, L.P.

Boston, MA · Aug 14, 2009 → May 18, 2010 · 4 filings
  • May 18, 2010 · D/A · $13,745,000 sold of Indefinite · 74 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 26, 2010 · D/A · $9,745,000 sold of Indefinite · 44 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 25, 2009 · D/A · $7,945,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Aug 14, 2009 · D · $6,595,000 sold of Indefinite · 28 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $13.7M from 74 investors as of the latest filing. Jonathan is listed as executive officer 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.

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.

  • Jonathan Davis — TN, 2 issuers, Feb 3, 2017 → Sep 25, 2020 · no shared issuer
  • Jonathan Davis — WA, 2 issuers, Jan 17, 2018 → Nov 10, 2022 · no shared issuer
  • Jonathan Davis Davis — NY, 1 issuer, Mar 16, 2012 → Mar 16, 2012 · no shared issuer
  • Jonathan Davis — SC, 1 issuer, Dec 16, 2021 → Dec 16, 2021 · no shared issuer

People around Jonathan 30

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

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

Larry Lenrow

Executive Officer · 20 shared filings (12 issuers)

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

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

Jordanna Ferreira

Executive Officer · 16 shared filings (8 issuers)

Jordanna Ferreira is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Stephen Davis

Executive Officer · 15 shared filings (12 issuers) · also on 2 other issuers

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

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

Richard J. McCready

Executive Officer · 14 shared filings (11 issuers)

Richard J. McCready is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Quentin Reynolds

Executive Officer · 14 shared filings (11 issuers)

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

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

Steve Coyle

Executive Officer · 14 shared filings (11 issuers)

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

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

Cappy Daume

Executive Officer · 14 shared filings (11 issuers)

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

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

Robert Kubica

Executive Officer · 13 shared filings (9 issuers)

Robert Kubica is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Michael Cantalupa

Executive Officer · 12 shared filings (9 issuers)

Michael Cantalupa is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark Smith

Executive Officer · 11 shared filings (8 issuers) · also on 3 other issuers

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

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

Ravi Ragnauth

Executive Officer · 9 shared filings (9 issuers)

Ravi Ragnauth is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

David B. Currie

Executive Officer · 8 shared filings (3 issuers) · also on 1 other issuer

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

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

Scott D. Spelfogel

Executive Officer · 8 shared filings (5 issuers)

Scott D. Spelfogel is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Josh Israel

Executive Officer · 8 shared filings (8 issuers)

Josh Israel is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Leslie Cohen

Executive Officer · 8 shared filings (8 issuers)

Leslie Cohen is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Brian Fallon

Executive Officer · 5 shared filings (5 issuers)

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

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

Thomas Vercillo

Executive Officer · 3 shared filings (2 issuers) · also on 32 other issuers

Thomas Vercillo is on 34 issuers in total — a repeat sponsor. Their page lists every one.

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

Casey Condron

Executive Officer · 3 shared filings (2 issuers) · also on 33 other issuers

Casey Condron is on 35 issuers in total — a repeat sponsor. Their page lists every one.

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

Timothy Cohen

Executive Officer · 3 shared filings (2 issuers)

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

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

Robert A. Kubica

Executive Officer · 3 shared filings (3 issuers)

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

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

Joseph Benedetti

Executive Officer · 2 shared filings (1 issuer) · also on 30 other issuers

Joseph Benedetti is on 31 issuers in total — a repeat sponsor. Their page lists every one.

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

Lauren Del Prato

Executive Officer, Director · 2 shared filings (1 issuer)

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

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

Heather Bonner

Executive Officer · 1 shared filing (1 issuer) · also on 20 other issuers

Heather Bonner is on 21 issuers in total — a repeat sponsor. Their page lists every one.

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

CHRISTINA ERICKSON

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

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

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

LISA KRIESER

Executive Officer · 1 shared filing (1 issuer)

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

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

Robert 02110 Kubica

Executive Officer · 1 shared filing (1 issuer)

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

The team behind the deals

Sponsor group

Davis

38 issuers · 58 filings · $1.92B reported sold · 2009–2026

One team, 38 deal companies. Jonathan G. Davis is listed on 36 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 G. Davis.

Sponsor group

Fiam

45 issuers · 325 filings · $17.78B reported sold · 2009–2026

One team, 45 deal companies. Jonathan G. Davis 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 G. Davis.

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 38 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 G. Davis 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 38 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jonathan G. Davis is listed on: none on file. No website or social profile named in FIAM Global Unconstrained Equity Fund LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #42,213 of 374,652 in line (1,189 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 (Smithfield, RI). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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