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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:02 AM ET

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Jonathan M. Kaplan

Named as an officer, director or promoter on SEC Form D filings · CA, TX · Apr 26, 2012 → Sep 11, 2026

91deals (issuers)
$81.99Breported sold
7,523investors
259Form D filings
2012–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jonathan M. Kaplan is listed as an executive officer and director on 259 SEC Form D filings by 91 issuers between Apr 2012 and Sep 2026. Largest by amount reported sold: Canyon Laurel Co-Invest LLC (Los Angeles, CA — pooled investment fund — 2018; $40.4B reported sold to 2 investors), Canyon Value Realization Fund (Cayman), Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2013–2026; $19.11B reported sold to 1,247 investors), Canyon Value Realization Fund, L.P. (Dallas, TX — pooled investment fund — 2012–2026; $5.41B reported sold to 897 investors), Canyon Balanced Fund (Cayman), Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2012–2026; $3.03B reported sold to 338 investors), Canyon Balanced Fund L.P. (Dallas, TX — pooled investment fund — 2012–2025; $2.64B reported sold to 616 investors) and 86 more (all listed below).

What this means That is a lot of deals — 91 separate companies raised money with this person listed as executive officer and director, over about 14 years. Across those companies the filings report $81.99B sold in total.

Listed alongside Joshua S. Friedman (232 shared filings), Mitchell R. Julis (232 shared filings), Canyon Capital Advisors, LLC (85 shared filings, management entity), Canyon Capital Advisors LLC (77 shared filings, management entity), Samuel A.D. Young (64 shared filings) and 110 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: Canyon (99 issuers, $43.3B reported sold, 2009–2026) and Numeris (2 issuers, $0 reported sold, 2017–2020).

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 (AZ, CA, DE, TX, WA) — 1 court case matching the name, 11 bankruptcy cases matching the name listed in Key records below.

What this means 12 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 the newest 50 of 259 public filings for Jonathan M. Kaplan and found 7 differences: Form D filed 18 days after the first sale; Jonathan M. Kaplan's role changed at Canyon Balanced Fund (Cayman), Ltd.: executive officer → executive officer, director; 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 M. Kaplan has not run yet — it is joining a line of 4,883 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

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

Key records

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

1. Lawsuits

1 case: 1 dismissed

Jonathan Kaplan v. Brian J Farrell dismissed
District Court, C.D. California · No. 2:12-cv-08182 · Filed Sep 21, 2012 · Closed Sep 18, 2014 · Nature of suit: 160 Stockholders Suits · Cause: 28:1332 Diversity - Stockholders Suits
Role of Jonathan Kaplan: Plaintiff · Outcome: Terminated 2014-09-18 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in the person's filing state (CA)
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, 2:15 AM ET.

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

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

2. Regulatory actions

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

What was searched

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

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

11 cases: 2 open, 9 closed (disposition not in docket feed)

Jonathan B Kaplan and Rachel M Kaplan open
United States Bankruptcy Court, N.D. Ohio · No. 26-13479 · Filed Jul 29, 2026
Role of Jonathan B Kaplan and Rachel M Kaplan: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in OH (not a filing state); middle initial differs
Jonathan Kaplan and Blair Elizabeth Kaplan open
United States Bankruptcy Court, N.D. New York · No. 25-10947 · Filed Aug 20, 2025
Role of Jonathan Kaplan and Blair Elizabeth Kaplan: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in NY (not a filing state); middle initial differs
Jonathan A Kaplan and Arianna Kaplan closed
United States Bankruptcy Court, D. New Jersey · No. 19-26845 · Filed Aug 31, 2019 · Closed Dec 17, 2019
Role of Jonathan A Kaplan and Arianna Kaplan: Debtor · Outcome: Case closed 2019-12-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in NJ (not a filing state); middle initial differs
Jonathan Kaplan and Sara Ellen Kaplan closed
United States Bankruptcy Court, E.D. Wisconsin · No. 11-20186 · Filed Jan 7, 2011 · Closed May 6, 2011
Role of Jonathan Kaplan and Sara Ellen Kaplan: Debtor · Outcome: Case closed 2011-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in WI (not a filing state); middle initial differs
Jonathan P Kaplan closed
United States Bankruptcy Court, S.D. New York · No. 09-37755 · Filed Oct 7, 2009 · Closed Dec 31, 2009
Role of Jonathan P Kaplan: Debtor · Outcome: Case closed 2009-12-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in NY (not a filing state); middle initial differs
Jonathan Kaplan closed
United States Bankruptcy Court, S.D. New York · No. 09-23583 · Filed Aug 25, 2009 · Closed Feb 23, 2010
Role of Jonathan Kaplan: Debtor · Outcome: Case closed 2010-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in NY (not a filing state)
Jonathan R Kaplan closed
United States Bankruptcy Court, S.D. Florida. · No. 09-23486 · Filed Jun 30, 2009 · Closed Oct 30, 2009
Role of Jonathan R Kaplan: Debtor · Outcome: Case closed 2009-10-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in FL (not a filing state); middle initial differs
Jonathan M. Kaplan and Michelle Witt Kaplan closed
United States Bankruptcy Court, N.D. California · No. 04-50886 · Filed Feb 13, 2004 · Closed May 10, 2004
Role of Jonathan M. Kaplan and Michelle Witt Kaplan: Debtor · Outcome: Case closed 2004-05-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in the person's filing state (CA)
Jonathan Kaplan closed
United States Bankruptcy Court, W.D. Texas · No. 96-55748 · Filed Dec 23, 1996 · Closed May 13, 1997
Role of Jonathan Kaplan: Debtor · Outcome: Case closed 1997-05-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in the person's filing state (TX)
Jonathan D. Kaplan and Linda A. Kaplan closed
United States Bankruptcy Court, D. South Carolina · No. 93-72543 · Filed May 17, 1993 · Closed Oct 25, 1993
Role of Jonathan D. Kaplan and Linda A. Kaplan: Debtor · Outcome: Case closed 1993-10-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in SC (not a filing state); middle initial differs
Jonathan S. Kaplan closed
United States Bankruptcy Court, S.D. Florida. · No. 86-02863 · Filed Sep 17, 1986 · Closed Feb 23, 1987
Role of Jonathan S. Kaplan: Debtor · Outcome: Case closed 1987-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 18 federal dockets); court in FL (not a filing state); 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, 2:15 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

7 differences found between the filings for Jonathan M. Kaplan (compared the newest 50 of 259 filings on Oct 24, 2026; older filings not covered)

Note · Feb 5, 2026 – Feb 23, 2026

Form D filed 18 days after the first sale — Canyon US Real Estate Debt Fund IV L.P.

The filing says the first sale was Feb 5, 2026. The Form D was filed Feb 23, 2026 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 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 · Feb 23, 2026 ↗Canyon US Real Estate Debt Fund IV L.P. — PartnerFacts page ↗
Sources
Note · Jan 15, 2015 – Jan 15, 2016

Jonathan M. Kaplan's role changed at Canyon Balanced Fund (Cayman), Ltd.: executive officer → executive officer, director

The Jan 15, 2015 filing lists Jonathan M. Kaplan as executive officer; the Jan 15, 2016 Form D/A lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Jan 15, 2015 ↗Form D/A · Jan 15, 2016 ↗Jonathan M. Kaplan — PartnerFacts page ↗Canyon Balanced Fund (Cayman), Ltd. — PartnerFacts page ↗
Sources
Note · Jan 15, 2015 – Jan 15, 2016

Jonathan M. Kaplan's role changed at Canyon Value Realization Fund (Cayman), Ltd.: executive officer → executive officer, director

The Jan 15, 2015 filing lists Jonathan M. Kaplan as executive officer; the Jan 15, 2016 Form D/A lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Jan 15, 2015 ↗Form D/A · Jan 15, 2016 ↗Jonathan M. Kaplan — PartnerFacts page ↗Canyon Value Realization Fund (Cayman), Ltd. — PartnerFacts page ↗
Sources
Note · Apr 1, 2024 – Apr 16, 2025

No amendment in the last 12 months on an offering that may still be open — Canyon CLO Fund IV L.P. (latest filing Apr 16, 2025)

The latest filing for this offering is dated Apr 16, 2025 (first sale Apr 1, 2024). It reports $287,795,000 sold of $300,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D/A · Apr 16, 2025 ↗Canyon CLO Fund IV L.P. — PartnerFacts page ↗
Sources
Note · Apr 1, 2024 – Apr 16, 2025

No amendment in the last 12 months on an offering that may still be open — Canyon CLO Fund IV (Cayman) Ltd. (latest filing Apr 16, 2025)

The latest filing for this offering is dated Apr 16, 2025 (first sale Apr 1, 2024). It reports $140,870,000 sold of $300,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

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

Form D/A · Apr 16, 2025 ↗Canyon CLO Fund IV (Cayman) Ltd. — PartnerFacts page ↗
Sources
Note · Nov 20, 2020 – Mar 4, 2022

6 address changes between filings

Address moved from Los Angeles, CA to Dallas, TX — Canyon ESG Fund (Delaware), L.P. · Address moved from Los Angeles, CA to Dallas, TX — Canyon ESG Fund (Cayman), Ltd. · Address moved from Los Angeles, CA to Dallas, TX — Canyon Value Realization Fund, L.P. · Address moved from Los Angeles, CA to Dallas, TX — Canyon Value Realization Fund (Cayman), Ltd. · Address moved from Los Angeles, CA to Dallas, TX — Canyon Balanced Fund (Cayman), Ltd. · and 1 more

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

Form D/A · Apr 1, 2021 ↗Form D/A · Mar 4, 2022 ↗Canyon ESG Fund (Delaware), L.P. — PartnerFacts page ↗Form D/A · Apr 1, 2021 ↗
Sources
Note · Apr 26, 2012 – Sep 30, 2026

Jonathan M. Kaplan is listed with 2 different address states: CA, TX

CA on 109 filings (Apr 26, 2012 to Sep 11, 2026); TX on 9 filings (Sep 27, 2024 to Sep 30, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D/A · Apr 26, 2012 ↗Form D · Sep 27, 2024 ↗
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 259 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

6 of 101 offerings report sales commissions totalling $8,241,548; 1 reports finder's fees totalling $1,250,000; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 30, 2026 D/A
Canyon Evergreen Private Credit Delaware Fund, L.P.
File 021-525246
$0$0$0None listed on this filingEDGAR ↗
Sep 30, 2026 D/A
Canyon Evergreen Private Credit Cayman Fund, L.P.
File 021-525254
$0$0$0None listed on this filingEDGAR ↗
Sep 28, 2026 D
Canyon Home Equity Credit Co-Investment II, L.P.
File 021-599057
$0$0$0None listed on this filingEDGAR ↗
Sep 28, 2026 D
Canyon Home Equity Credit Co-Investment Feeder Fund II, L.P.
File 021-599059
$0$0$0None listed on this filingEDGAR ↗
Sep 11, 2026 D
Canyon US Real Estate Debt Fund IV-S L.P.
File 021-597093
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2026 D/A
Canyon Multi-Asset Credit Fund (Cayman), L.P.
File 021-551488
$0$0$0None listed on this filingEDGAR ↗
Jul 13, 2026 D/A
Canyon Multi-Asset Credit Fund (Delaware), L.P.
File 021-551501
$0$0$0None listed on this filingEDGAR ↗
Jun 23, 2026 D
CRED RN-D Cayman Unit Trust, a Series Trust of Canyon Partners Umbrella Trust
File 021-588338
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2026 D/A
Canyon Lending Offshore Feeder Fund II, L.P.
File 021-542552
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2026 D/A
Canyon Lending Offshore Feeder Fund II (U), L.P.
File 021-549346
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2026 D/A
Canyon Lending Onshore Feeder Fund II (U), L.P.
File 021-549355
$0$0$0None listed on this filingEDGAR ↗
Jun 18, 2026 D/A
Canyon Lending Onshore Feeder Fund II, L.P.
File 021-549363
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2026 D/A
Canyon US Real Estate Opportunity Fund (B) L.P.
File 021-509830
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2026 D/A
Canyon US Real Estate Opportunity Fund L.P.
File 021-509826
$0$0$0None listed on this filingEDGAR ↗
Mar 6, 2026 D/A
Canyon ESG Fund (Delaware), L.P.
File 021-366952
$0$0$0None listed on this filingEDGAR ↗
Mar 6, 2026 D/A
Canyon ESG Fund (Cayman), Ltd.
File 021-368900
$0$0$0None listed on this filingEDGAR ↗
Feb 23, 2026 D
Canyon US Real Estate Debt Fund IV (B) L.P.
File 021-574390
$0$0$0None listed on this filingEDGAR ↗
Feb 23, 2026 D
Canyon US Real Estate Debt Fund IV L.P.
File 021-574392
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Canyon Value Realization Fund, L.P.
File 021-125426
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Canyon Balanced Fund (Cayman), Ltd.
File 021-66959
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Canyon Value Realization Fund (Cayman), Ltd.
File 021-62720
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2026 D/A
CDOF IV Delaware Fund, L.P.
File 021-501486
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2026 D/A
CDOF IV Cayman Fund, L.P.
File 021-501480
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2025 D
Canyon Lending Fund II Onshore Rated Feeder Fund (U), L.P.
File 021-567784
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2025 D
Canyon Residential Credit Strategies, LP
File 021-566160
$0$0$0None listed on this filingEDGAR ↗
Nov 25, 2025 D
Canyon Home Equity Credit Co-Investment, L.P.
File 021-565027
$0$0$0None listed on this filingEDGAR ↗
Nov 24, 2025 D/A
Canyon Balanced Fund L.P.
File 021-67042
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2025 D/A
Canyon CLO Fund IV (Cayman) Ltd.
File 021-510611
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2025 D/A
Canyon CLO Fund IV L.P.
File 021-510612
$0$0$0None listed on this filingEDGAR ↗
Jan 7, 2025 D
Canyon Evergreen Private Credit REIT, LLC
File 021-534389
$6,250 (est.)$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Aug 23, 2024 D/A
Canyon OZF FSU L.P.
File 021-521475
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2024 D/A
Canyon US Real Estate Debt Fund III (B) L.P.
File 021-441678
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2024 D/A
Canyon US Real Estate Debt Fund III L.P.
File 021-441676
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2024 D/A
Canyon Capital Solutions Offshore Feeder Fund, L.P.
File 021-440137
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2024 D/A
Canyon Capital Solutions Onshore Feeder Fund, L.P.
File 021-440142
$0$0$0None listed on this filingEDGAR ↗
Jan 5, 2024 D
Canyon RC Real Estate Fund L.P.
File 021-501747
$0$0$0None listed on this filingEDGAR ↗
Sep 19, 2023 D
Canyon OZF Abernethy Lofts L.P.
File 021-492384
$0$0$0None listed on this filingEDGAR ↗
Dec 1, 2022 D
CRED III REIT LLC
File 021-466307
$6,250 (est.)$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Mar 4, 2022 D/A
Canyon CLO Fund III L.P.
File 021-410267
$0$0$0None listed on this filingEDGAR ↗
Mar 4, 2022 D/A
Canyon CLO Fund III (Cayman) Ltd.
File 021-410260
$0$0$0None listed on this filingEDGAR ↗
Jan 19, 2022 D/A
Canyon Opportunistic Credit (GRF) Fund (Cayman), Ltd.
File 021-164633
$0$0$0None listed on this filingEDGAR ↗
Jan 19, 2022 D/A
Canyon Opportunistic Credit (GRF) Fund (Delaware), L.P.
File 021-190365
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2022 D
Canyon OZF Nevins P L.P.
File 021-429252
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2022 D
Canyon OZF Nevins Q L.P.
File 021-429263
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2022 D
Canyon OZF Douglass L.P.
File 021-429260
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2022 D
Canyon OZF Union L.P.
File 021-429253
$0$0$0None listed on this filingEDGAR ↗
Nov 16, 2021 D/A
Canyon Distressed Opportunity Fund Ill (Delaware), L.P.
File 021-353517
$0$0$0None listed on this filingEDGAR ↗
Nov 16, 2021 D/A
Canyon Distressed Opportunity Fund Ill (Cayman), L.P.
File 021-353520
$0$0$0None listed on this filingEDGAR ↗
Jun 15, 2021 D
Canyon OZF Academy Reno L.P.
File 021-402982
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2021 D/A
Canyon Laurel Investment Fund II (B) L.P.
File 021-339566
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2021 D
Canyon OZF Cathedral Square L.P.
File 021-386589
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2020 D
Headspin, Inc.
File 021-384231
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2020 D
Headspin, Inc.
File 021-384233
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2020 D
Canyon Structured Credit Opportunity Fund (Delaware) L.P.
File 021-370951
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2020 D
Canyon Structured Credit Opportunity Fund (Cayman) Ltd.
File 021-370946
$0$0$0None listed on this filingEDGAR ↗
May 29, 2020 D/A
Canyon Laurel Fund II L.P.
File 021-336925
$0$0$0None listed on this filingEDGAR ↗
Apr 16, 2020 D/A
Numeris Capital Investments, LP
File 021-300684
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2020 D/A
ICE EM Credit Absolute Return Fund, L.P.
File 021-307747
$0$0$0None listed on this filingEDGAR ↗
Feb 12, 2020 D
Canyon OZF Fillmore L.P.
File 021-360365
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2019 D
Canyon OZF Tigard L.P.
File 021-356705
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2019 D
Canyon OZF 19S L.P.
File 021-356701
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2019 D
Canyon OZF Lynnwood L.P.
File 021-356695
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2019 D
Canyon OZF Metropolitan L.P.
File 021-356706
$0$0$0None listed on this filingEDGAR ↗
Nov 27, 2019 D
Canyon Laurel REIT II LLC
File 021-354372
$6,250 (est.)$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗EDGAR ↗
Sep 19, 2019 D/A
AECOM-Canyon Equity Fund L.P.
File 021-321769
$0$0$0None listed on this filingEDGAR ↗
Sep 19, 2019 D/A
AECOM-Canyon Equity Fund (B) L.P.
File 021-321773
$0$0$0None listed on this filingEDGAR ↗
May 14, 2019 D
Canyon OZF Symphony Park L.P.
File 021-339577
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2018 D
ChargePoint, Inc.
File 021-327070
$8,000,000 (est.)$0$0Morgan Stanley & Co LLC BrokerCheck CRD 8209 ↗EDGAR ↗
Nov 30, 2018 D/A
Canyon Laurel Co-Invest LLC
File 021-314237
$0$0$0None listed on this filingEDGAR ↗
Oct 12, 2018 D
Canyon CLO Fund II L.P.
File 021-323488
$0$0$0None listed on this filingEDGAR ↗
Oct 12, 2018 D
Canyon CLO Fund II (Cayman) Ltd.
File 021-323496
$0$0$0None listed on this filingEDGAR ↗
Jul 10, 2018 D
ChargePoint, Inc.
File 021-316337
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2018 D/A
ICE EM Credit Absolute Return Fund, L.P.
File 021-181236
$0$0$0None listed on this filingEDGAR ↗
Dec 27, 2017 D/A
Canyon Laurel Investment Fund (A) L.P.
File 021-277022
$0$0$0None listed on this filingEDGAR ↗
Dec 27, 2017 D/A
Canyon Laurel Fund L.P.
File 021-277021
$0$0$0None listed on this filingEDGAR ↗
Nov 15, 2017 D
PowWow, Inc.
File 021-298828
$0$0$0None listed on this filingEDGAR ↗
Nov 3, 2017 D
Canyon Laurel REIT LLC
File 021-298096
$6,250 (est.)$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗EDGAR ↗
Aug 15, 2017 D/A
Canyon Distressed Opportunity Fund II (Delaware), L.P.
File 021-268936
$0$0$0None listed on this filingEDGAR ↗
Aug 15, 2017 D/A
Canyon Distressed Opportunity Fund II (Cayman), L.P.
File 021-268933
$0$0$0None listed on this filingEDGAR ↗
Jun 14, 2017 D
Canyon Laurel Investment Fund Cayman (B) L.P.
File 021-288769
$0$0$0None listed on this filingEDGAR ↗
May 12, 2017 D/A
ChargePoint, Inc.
File 021-281783
$0$0$0None listed on this filingEDGAR ↗
May 9, 2017 D/A
ICE Global Credit Fund (Cayman), Ltd.
File 021-196080
$216,548 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Mar 29, 2017 D
PowWow, Inc.
File 021-283561
$0$0$0None listed on this filingEDGAR ↗
Nov 22, 2016 D/A
PowWow, Inc.
File 021-253487
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2016 D/A
ChargePoint, Inc.
File 021-262569
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2016 D
VIVINO, INC.
File 021-255016
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 30, 2015 D
Canyon CLO Fund LP
File 021-244834
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2015 D
Canyon CLO Fund (Cayman) Ltd.
File 021-244825
$0$0$0None listed on this filingEDGAR ↗
Mar 18, 2015 D/A
ICE Focus EM Credit Fund, L.P.
File 021-156797
$0$0$0None listed on this filingEDGAR ↗
Mar 18, 2015 D/A
ICE Focus EM Credit Fund (Cayman), Ltd.
File 021-156796
$0$0$0None listed on this filingEDGAR ↗
Mar 2, 2015 D/A
PowWow, Inc.
File 021-225274
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2015 D/A
ICE Global Credit Alpha Fund, L.P.
File 021-181233
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2014 D
ICE Global Credit (DCAM) Fund Ltd
File 021-224934
$0$0$0Morgan Stanley & Co. LLC BrokerCheck CRD 8209 ↗EDGAR ↗
May 7, 2014 D
ChargePoint, Inc.
File 021-216961
$0$0$0None listed on this filingEDGAR ↗
May 7, 2014 D/A
ICE Global Credit Alpha Fund (Cayman), Ltd.
File 021-196095
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2014 D/A
Canyon MSC Structured Credit Fund Ltd.
File 021-191461
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2014 D/A
Canyon MSC Structured Credit Fund, L.P.
File 021-191578
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2013 D/A
Canyon Structured Assets Fund (Cayman) Ltd.
File 021-169047
$0$0$0None listed on this filingEDGAR ↗
May 16, 2012 D/A
CANYON CAPITAL ARBITRAGE FUND CAYMAN LTD
File 021-124940
$0$0$0None listed on this filingEDGAR ↗
May 16, 2012 D/A
CANYON CAPITAL ARBITRAGE FUND LP
File 021-125427
$0$0$0None listed on this filingEDGAR ↗
May 7, 2012 D
ChargePoint, Inc.
File 021-177761
$0$1,250,000 (est.)$0GCA Savvian Advisors, LLC BrokerCheck CRD 127835 ↗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 91

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

CE
Pooled Investment Fund · group: Canyon

Canyon Evergreen Private Credit Cayman Fund, L.P.

Dallas, TX · Sep 27, 2024 → Sep 30, 2026 · 3 filings
  • Sep 30, 2026 · D/A · $173,400,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 30, 2025 · D/A · $171,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 27, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $173.4M from 4 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. "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.

CE
Pooled Investment Fund · group: Canyon

Canyon Evergreen Private Credit Delaware Fund, L.P.

Dallas, TX · Sep 27, 2024 → Sep 30, 2026 · 3 filings
  • Sep 30, 2026 · D/A · $290,900,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 30, 2025 · D/A · $217,400,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 27, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $290.9M from 13 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. "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.

CH
Pooled Investment Fund · group: Canyon

Canyon Home Equity Credit Co-Investment Feeder Fund II, L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Sep 28, 2026
  • Sep 28, 2026 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

No sales reported yet 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.

CH
Pooled Investment Fund · group: Canyon

Canyon Home Equity Credit Co-Investment II, L.P.

Dallas, TX · Sep 28, 2026
  • Sep 28, 2026 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

No sales reported yet 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.

CU
Pooled Investment Fund · group: Canyon

Canyon US Real Estate Debt Fund IV-S L.P.

Dallas, TX · Sep 11, 2026
  • Sep 11, 2026 · D · $100,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $100M 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.

CM
Pooled Investment Fund · group: Canyon

Canyon Multi-Asset Credit Fund (Delaware), L.P.

Dallas, TX · Jul 11, 2025 → Jul 13, 2026 · 2 filings
  • Jul 13, 2026 · D/A · $10,350,000 sold of Indefinite · 3 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jul 11, 2025 · D · $10,000,000 sold of Indefinite · 2 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $10.3M from 3 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. "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.

CM
Pooled Investment Fund · group: Canyon

Canyon Multi-Asset Credit Fund (Cayman), L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Jul 11, 2025 → Jul 13, 2026 · 2 filings
  • Jul 13, 2026 · D/A · $149,982,426 sold of Indefinite · 1 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jul 11, 2025 · D · $149,982,426 sold of Indefinite · 1 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $150M from 1 investor 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. "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.

CR
Pooled Investment Fund · group: Canyon

CRED RN-D Cayman Unit Trust, a Series Trust of Canyon Partners Umbrella Trust

Grand Cayman, Cayman Islands (as filed: E9) · Jun 23, 2026
  • Jun 23, 2026 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

No sales reported yet 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.

CL
Pooled Investment Fund · group: Canyon

Canyon Lending Onshore Feeder Fund II, L.P.

Dallas, TX · Jun 18, 2025 → Jun 18, 2026 · 2 filings
  • Jun 18, 2026 · D/A · $26,620,000 sold of $1,500,000,000 · 3 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jun 18, 2025 · D · $0 sold of $1,500,000,000 · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $26.6M from 3 investors (2% of the $1.5B target) 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. "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.

CL
Pooled Investment Fund · group: Canyon

Canyon Lending Offshore Feeder Fund II (U), L.P.

Dallas, TX · Jun 18, 2025 → Jun 18, 2026 · 2 filings
  • Jun 18, 2026 · D/A · $30,000,000 sold of $1,500,000,000 · 1 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jun 18, 2025 · D · $0 sold of $1,500,000,000 · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $30M from 1 investor (2% of the $1.5B target) 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. "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.

CL
Pooled Investment Fund · group: Canyon

Canyon Lending Onshore Feeder Fund II (U), L.P.

Dallas, TX · Jun 18, 2025 → Jun 18, 2026 · 2 filings
  • Jun 18, 2026 · D/A · $0 sold of $1,500,000,000 · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jun 18, 2025 · D · $0 sold of $1,500,000,000 · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

No sales reported yet 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. "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.

CL
Pooled Investment Fund · group: Canyon

Canyon Lending Offshore Feeder Fund II, L.P.

Dallas, TX · Mar 31, 2025 → Jun 18, 2026 · 3 filings
  • Jun 18, 2026 · D/A · $203,000,000 sold of $1,500,000,000 · 2 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Mar 31, 2026 · D/A · $203,000,000 sold of $1,500,000,000 · 2 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Mar 31, 2025 · D · $0 sold of $1,500,000,000 · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $203M from 2 investors (14% of the $1.5B target) 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. "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.

CU
Pooled Investment Fund · group: Canyon

Canyon US Real Estate Opportunity Fund L.P.

Dallas, TX · Apr 5, 2024 → Apr 7, 2026 · 3 filings
  • Apr 7, 2026 · D/A · $139,180,000 sold of Indefinite · 43 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Apr 7, 2025 · D/A · $97,312,500 sold of Indefinite · 14 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Apr 5, 2024 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $139.2M from 43 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. "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.

CU
Pooled Investment Fund · group: Canyon

Canyon US Real Estate Opportunity Fund (B) L.P.

Dallas, TX · Apr 5, 2024 → Apr 7, 2026 · 3 filings
  • Apr 7, 2026 · D/A · $227,015,000 sold of Indefinite · 14 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Apr 7, 2025 · D/A · $190,750,000 sold of Indefinite · 6 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Apr 5, 2024 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $227M from 14 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. "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.

CE
Pooled Investment Fund · group: Canyon

Canyon ESG Fund (Delaware), L.P.

Dallas, TX · May 14, 2020 → Mar 6, 2026 · 7 filings
  • Mar 6, 2026 · D/A · $137,807,508 sold of Indefinite · 17 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2025 · D/A · $134,307,508 sold of Indefinite · 17 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2024 · D/A · $132,807,508 sold of Indefinite · 16 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Mar 6, 2023 · D/A · $128,557,508 sold of Indefinite · 14 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Mar 4, 2022 · D/A · $125,827,338 sold of Indefinite · 14 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 1, 2021 · D/A · $113,118,315 sold of Indefinite · 14 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • May 14, 2020 · D · $39,615,725 sold of Indefinite · 4 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $137.8M from 17 investors as of the latest filing. Jonathan is listed as executive officer on 7 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.

CE
Pooled Investment Fund · group: Canyon

Canyon ESG Fund (Cayman), Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jun 15, 2020 → Mar 6, 2026 · 7 filings
  • Mar 6, 2026 · D/A · $105,075,255 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 6, 2025 · D/A · $105,075,255 sold of Indefinite · 12 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 6, 2024 · D/A · $104,075,255 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 6, 2023 · D/A · $97,563,619 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Mar 4, 2022 · D/A · $85,766,585 sold of Indefinite · 9 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Apr 1, 2021 · D/A · $9,392,902 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jun 15, 2020 · D · $3,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $105.1M from 12 investors as of the latest filing. Jonathan is listed as executive officer, director on 7 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.

CU
Pooled Investment Fund · group: Canyon

Canyon US Real Estate Debt Fund IV L.P.

Dallas, TX · Feb 23, 2026
  • Feb 23, 2026 · D · $200,500,000 sold of Indefinite · 4 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $200.5M from 4 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. "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.

CU
Pooled Investment Fund · group: Canyon

Canyon US Real Estate Debt Fund IV (B) L.P.

Dallas, TX · Feb 23, 2026
  • Feb 23, 2026 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

No sales reported yet 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.

CV
Pooled Investment Fund · group: Canyon

Canyon Value Realization Fund, L.P.

Dallas, TX · Apr 26, 2012 → Jan 21, 2026 · 15 filings
  • Jan 21, 2026 · D/A · $5,410,463,879 sold of Indefinite · 897 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 21, 2025 · D/A · $5,399,417,079 sold of Indefinite · 896 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 19, 2024 · D/A · $5,386,176,579 sold of Indefinite · 891 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 19, 2023 · D/A · $5,365,760,575 sold of Indefinite · 885 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 19, 2022 · D/A · $5,296,047,589 sold of Indefinite · 866 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 19, 2021 · D/A · $5,271,179,428 sold of Indefinite · 858 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2020 · D/A · $5,199,099,237 sold of Indefinite · 841 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2019 · D/A · $5,134,271,588 sold of Indefinite · 807 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2018 · D/A · $5,003,044,562 sold of Indefinite · 781 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2017 · D/A · $4,685,971,787 sold of Indefinite · 744 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 15, 2016 · D/A · $4,547,470,435 sold of Indefinite · 722 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 15, 2015 · D/A · $4,330,466,090 sold of Indefinite · 707 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2014 · D/A · $4,052,798,915 sold of Indefinite · 663 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Apr 26, 2013 · D/A · $3,842,677,808 sold of Indefinite · 633 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Apr 26, 2012 · D/A · $3,510,896,474 sold of Indefinite · 594 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $5.41B from 897 investors as of the latest filing. Jonathan is listed as executive officer on 15 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.

CV
Pooled Investment Fund · group: Canyon

Canyon Value Realization Fund (Cayman), Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 26, 2013 → Jan 21, 2026 · 14 filings
  • Jan 21, 2026 · D/A · $19,106,551,966 sold of Indefinite · 1,247 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 21, 2025 · D/A · $19,064,235,304 sold of Indefinite · 1,242 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 19, 2024 · D/A · $19,032,054,818 sold of Indefinite · 1,241 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 19, 2023 · D/A · $18,877,333,701 sold of Indefinite · 1,231 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 19, 2022 · D/A · $18,555,731,644 sold of Indefinite · 1,217 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 19, 2021 · D/A · $18,452,103,710 sold of Indefinite · 1,211 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2020 · D/A · $18,205,512,567 sold of Indefinite · 1,190 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2019 · D/A · $17,851,564,478 sold of Indefinite · 1,166 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2018 · D/A · $17,072,781,843 sold of Indefinite · 1,108 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2017 · D/A · $15,818,182,078 sold of Indefinite · 1,019 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 15, 2016 · D/A · $15,417,473,985 sold of Indefinite · 976 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 15, 2015 · D/A · $14,745,354,603 sold of Indefinite · 920 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2014 · D/A · $14,165,918,688 sold of Indefinite · 867 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Apr 26, 2013 · D/A · $13,370,495,923 sold of Indefinite · 818 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $19.11B from 1,247 investors as of the latest filing. Jonathan is listed as executive officer, director on 14 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CB
Pooled Investment Fund · group: Canyon

Canyon Balanced Fund (Cayman), Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 26, 2012 → Jan 21, 2026 · 15 filings
  • Jan 21, 2026 · D/A · $3,031,205,539 sold of Indefinite · 338 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 21, 2025 · D/A · $3,014,145,539 sold of Indefinite · 335 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 19, 2024 · D/A · $2,987,417,686 sold of Indefinite · 331 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 19, 2023 · D/A · $2,961,792,686 sold of Indefinite · 327 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 19, 2022 · D/A · $2,950,811,686 sold of Indefinite · 327 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 19, 2021 · D/A · $2,934,027,686 sold of Indefinite · 325 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2020 · D/A · $2,783,757,348 sold of Indefinite · 312 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2019 · D/A · $2,721,099,718 sold of Indefinite · 285 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2018 · D/A · $2,338,745,469 sold of Indefinite · 273 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2017 · D/A · $2,174,100,990 sold of Indefinite · 252 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 15, 2016 · D/A · $2,090,473,789 sold of Indefinite · 243 investors · min. $1,000,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 15, 2015 · D/A · $1,809,546,372 sold of Indefinite · 208 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2014 · D/A · $1,558,066,165 sold of Indefinite · 175 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Apr 26, 2013 · D/A · $1,427,260,754 sold of Indefinite · 158 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Apr 26, 2012 · D/A · $1,141,393,462 sold of Indefinite · 123 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $3.03B from 338 investors as of the latest filing. Jonathan is listed as executive officer, director on 15 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.

CD
Pooled Investment Fund · group: Canyon

CDOF IV Delaware Fund, L.P.

Dallas, TX · Jan 4, 2024 → Jan 6, 2026 · 3 filings
  • Jan 6, 2026 · D/A · $218,805,000 sold of $2,000,000,000 · 309 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Jan 6, 2025 · D/A · $176,920,000 sold of $2,000,000,000 · 262 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Jan 4, 2024 · D · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $218.8M from 309 investors (11% of the $2B target) 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. "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.

CC
Pooled Investment Fund · group: Canyon

CDOF IV Cayman Fund, L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 4, 2024 → Jan 6, 2026 · 3 filings
  • Jan 6, 2026 · D/A · $259,482,000 sold of $2,000,000,000 · 124 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Jan 6, 2025 · D/A · $248,782,000 sold of $2,000,000,000 · 109 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Jan 4, 2024 · D · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $259.5M from 124 investors (13% of the $2B target) 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. "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.

CL
Pooled Investment Fund · group: Canyon

Canyon Lending Fund II Onshore Rated Feeder Fund (U), L.P.

Dallas, TX · Dec 22, 2025
  • Dec 22, 2025 · D · $250,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $250M 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.

CR
Pooled Investment Fund · group: Canyon

Canyon Residential Credit Strategies, LP

Dallas, TX · Dec 9, 2025
  • Dec 9, 2025 · D · $281,000,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $281M from 8 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. "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.

CH
Pooled Investment Fund · group: Canyon

Canyon Home Equity Credit Co-Investment, L.P.

Dallas, TX · Nov 25, 2025
  • Nov 25, 2025 · D · $95,931,263 sold of $150,000,000 · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $95.9M from 9 investors (64% of the $150M target) 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.

CB
Pooled Investment Fund · group: Canyon

Canyon Balanced Fund L.P.

Dallas, TX · Apr 26, 2012 → Nov 24, 2025 · 15 filings
  • Nov 24, 2025 · D/A · $2,638,012,871 sold of Indefinite · 616 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 22, 2024 · D/A · $2,637,117,553 sold of Indefinite · 615 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 22, 2023 · D/A · $2,631,142,553 sold of Indefinite · 615 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 22, 2022 · D/A · $2,578,767,217 sold of Indefinite · 614 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 22, 2021 · D/A · $2,564,671,351 sold of Indefinite · 614 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 20, 2020 · D/A · $2,545,926,806 sold of Indefinite · 609 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 21, 2019 · D/A · $2,204,069,335 sold of Indefinite · 587 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 21, 2018 · D/A · $2,147,536,751 sold of Indefinite · 567 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 22, 2017 · D/A · $1,964,540,881 sold of Indefinite · 554 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 22, 2016 · D/A · $1,873,513,580 sold of Indefinite · 534 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 23, 2015 · D/A · $1,759,601,126 sold of Indefinite · 516 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 21, 2014 · D/A · $1,467,454,068 sold of Indefinite · 393 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 21, 2013 · D/A · $904,873,044 sold of Indefinite · 261 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Nov 20, 2012 · D/A · $702,575,012 sold of Indefinite · 217 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Apr 26, 2012 · D/A · $618,875,012 sold of Indefinite · 196 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $2.64B from 616 investors as of the latest filing. Jonathan is listed as executive officer on 15 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.

CC
Pooled Investment Fund · group: Canyon

Canyon CLO Fund IV (Cayman) Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 15, 2024 → Apr 16, 2025 · 2 filings
  • Apr 16, 2025 · D/A · $140,870,000 sold of $300,000,000 · 37 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Apr 15, 2024 · D · $51,100,000 sold of $300,000,000 · 19 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗

Raised $140.9M from 37 investors (47% of the $300M target) as of the latest filing. Jonathan is listed as executive officer, director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CC
Pooled Investment Fund · group: Canyon

Canyon CLO Fund IV L.P.

Dallas, TX · Apr 15, 2024 → Apr 16, 2025 · 2 filings
  • Apr 16, 2025 · D/A · $287,795,000 sold of $300,000,000 · 75 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗
  • Apr 15, 2024 · D · $122,305,000 sold of $300,000,000 · 23 investors · min. $3,000,000 · role: Executive Officer EDGAR ↗

Raised $287.8M from 75 investors (96% of the $300M target) 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. "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.

CE
Pooled Investment Fund · group: Canyon

Canyon Evergreen Private Credit REIT, LLC

Dallas, TX · Jan 7, 2025
  • Jan 7, 2025 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Director (Member of Issuer's Board) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

CO
Pooled Investment Fund · group: Canyon

Canyon OZF FSU L.P.

Dallas, TX · Aug 14, 2024 → Aug 23, 2024 · 2 filings
  • Aug 23, 2024 · D/A · $22,230,000 sold of Indefinite · 29 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Aug 14, 2024 · D · $22,230,000 sold of Indefinite · 29 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $22.2M from 29 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. "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.

CU
Pooled Investment Fund · group: Canyon

Canyon US Real Estate Debt Fund III L.P.

Dallas, TX · Apr 13, 2022 → Apr 15, 2024 · 3 filings
  • Apr 15, 2024 · D/A · $114,625,000 sold of Indefinite · 33 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Apr 13, 2023 · D/A · $103,225,000 sold of Indefinite · 23 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Apr 13, 2022 · D · $101,500,000 sold of Indefinite · 15 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $114.6M from 33 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. "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.

CU
Pooled Investment Fund · group: Canyon

Canyon US Real Estate Debt Fund III (B) L.P.

Dallas, TX · Apr 13, 2022 → Apr 15, 2024 · 3 filings
  • Apr 15, 2024 · D/A · $412,802,983 sold of Indefinite · 24 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Apr 13, 2023 · D/A · $283,400,964 sold of Indefinite · 16 investors · min. $250,000 · role: Executive Officer EDGAR ↗
  • Apr 13, 2022 · D · $96,250,000 sold of Indefinite · 9 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $412.8M from 24 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. "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.

CC
Pooled Investment Fund · group: Canyon

Canyon Capital Solutions Onshore Feeder Fund, L.P.

Dallas, TX · Apr 4, 2022 → Apr 4, 2024 · 3 filings
  • Apr 4, 2024 · D/A · $16,000,001 sold of $1,500,000,000 · 8 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 4, 2023 · D/A · $13,200,001 sold of $1,500,000,000 · 5 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 4, 2022 · D · $0 sold of $1,500,000,000 · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $16M from 8 investors (1% of the $1.5B target) 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. "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.

CC
Pooled Investment Fund · group: Canyon

Canyon Capital Solutions Offshore Feeder Fund, L.P.

Dallas, TX · Apr 4, 2022 → Apr 4, 2024 · 3 filings
  • Apr 4, 2024 · D/A · $354,675,474 sold of $1,500,000,000 · 13 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 4, 2023 · D/A · $216,656,887 sold of $1,500,000,000 · 9 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Apr 4, 2022 · D · $0 sold of $1,500,000,000 · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $354.7M from 13 investors (24% of the $1.5B target) 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. "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.

CR
Pooled Investment Fund · group: Canyon

Canyon RC Real Estate Fund L.P.

Dallas, TX · Jan 5, 2024
  • Jan 5, 2024 · D · $85,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $85M from 4 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Abernethy Lofts L.P.

Dallas, TX · Sep 19, 2023
  • Sep 19, 2023 · D · $34,914,296 sold of Indefinite · 42 investors · min. $26,147 · role: Executive Officer EDGAR ↗

Raised $34.9M from 42 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. "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.

CR
Pooled Investment Fund · group: Canyon

CRED III REIT LLC

Dallas, TX · Dec 1, 2022
  • Dec 1, 2022 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Director (Member of Issuer's Board) EDGAR ↗

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

Latest filing on EDGAR ↗
Sources

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

CC
Pooled Investment Fund · group: Canyon

Canyon CLO Fund III L.P.

Dallas, TX · Aug 17, 2021 → Mar 4, 2022 · 2 filings
  • Mar 4, 2022 · D/A · $104,430,000 sold of Indefinite · 76 investors · min. $300,000 · role: Executive Officer EDGAR ↗
  • Aug 17, 2021 · D · $38,955,000 sold of Indefinite · 30 investors · min. $300,000 · role: Executive Officer EDGAR ↗

Raised $104.4M from 76 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. "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.

CC
Pooled Investment Fund · group: Canyon

Canyon CLO Fund III (Cayman) Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Aug 17, 2021 → Mar 4, 2022 · 2 filings
  • Mar 4, 2022 · D/A · $46,750,000 sold of Indefinite · 12 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗
  • Aug 17, 2021 · D · $16,850,000 sold of Indefinite · 6 investors · min. $3,000,000 · role: Executive Officer, Director EDGAR ↗

Raised $46.8M from 12 investors as of the latest filing. Jonathan is listed as executive officer, director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CO
Pooled Investment Fund · group: Canyon

Canyon Opportunistic Credit (GRF) Fund (Delaware), L.P.

Dallas, TX · Jan 16, 2013 → Jan 19, 2022 · 10 filings
  • Jan 19, 2022 · D/A · $137,839,714 sold of Indefinite · 18 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 19, 2021 · D/A · $137,839,714 sold of Indefinite · 18 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2020 · D/A · $137,839,714 sold of Indefinite · 18 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2019 · D/A · $137,839,714 sold of Indefinite · 18 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2018 · D/A · $116,044,714 sold of Indefinite · 15 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 17, 2017 · D/A · $110,074,714 sold of Indefinite · 15 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 15, 2016 · D/A · $84,524,714 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 15, 2015 · D/A · $40,742,878 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 15, 2014 · D/A · $31,992,878 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 16, 2013 · D · $17,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $137.8M from 18 investors as of the latest filing. Jonathan is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CO
Pooled Investment Fund · group: Canyon

Canyon Opportunistic Credit (GRF) Fund (Cayman), Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Aug 20, 2012 → Jan 19, 2022 · 11 filings
  • Jan 19, 2022 · D/A · $789,176,259 sold of Indefinite · 55 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 19, 2021 · D/A · $781,476,259 sold of Indefinite · 54 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2020 · D/A · $769,026,260 sold of Indefinite · 53 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2019 · D/A · $749,401,259 sold of Indefinite · 53 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2018 · D/A · $743,796,257 sold of Indefinite · 52 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 17, 2017 · D/A · $714,046,257 sold of Indefinite · 50 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 15, 2016 · D/A · $686,021,257 sold of Indefinite · 41 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗
  • Jan 15, 2015 · D/A · $615,058,739 sold of Indefinite · 26 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 15, 2014 · D/A · $597,351,739 sold of Indefinite · 24 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 15, 2013 · D/A · $362,576,265 sold of Indefinite · 18 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Aug 20, 2012 · D/A · $225,329,959 sold of Indefinite · 9 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $789.2M from 55 investors as of the latest filing. Jonathan is listed as executive officer, director on 11 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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Nevins Q L.P.

Dallas, TX · Jan 13, 2022
  • Jan 13, 2022 · D · $10,500,000 sold of Indefinite · 11 investors · min. $48,846 · role: Executive Officer EDGAR ↗

Raised $10.5M 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Douglass L.P.

Dallas, TX · Jan 13, 2022
  • Jan 13, 2022 · D · $32,655,143 sold of Indefinite · 31 investors · min. $45,541 · role: Executive Officer EDGAR ↗

Raised $32.7M from 31 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Union L.P.

Dallas, TX · Jan 13, 2022
  • Jan 13, 2022 · D · $18,853,245 sold of Indefinite · 30 investors · min. $26,467 · role: Executive Officer EDGAR ↗

Raised $18.9M from 30 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Nevins P L.P.

Dallas, TX · Jan 13, 2022
  • Jan 13, 2022 · D · $248,000 sold of Indefinite · 11 investors · min. $26,467 · role: Executive Officer EDGAR ↗

Raised $248K 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. "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.

CD
Pooled Investment Fund · group: Canyon

Canyon Distressed Opportunity Fund Ill (Delaware), L.P.

Dallas, TX · Nov 15, 2019 → Nov 16, 2021 · 3 filings
  • Nov 16, 2021 · D/A · $820,975,000 sold of Indefinite · 895 investors · min. $200,000 · role: Executive Officer EDGAR ↗
  • Nov 16, 2020 · D/A · $752,615,000 sold of Indefinite · 841 investors · min. $200,000 · role: Executive Officer EDGAR ↗
  • Nov 15, 2019 · D · $170,025,000 sold of Indefinite · 49 investors · min. $200,000 · role: Executive Officer EDGAR ↗

Raised $821M from 895 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. "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.

CD
Pooled Investment Fund · group: Canyon

Canyon Distressed Opportunity Fund Ill (Cayman), L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Nov 15, 2019 → Nov 16, 2021 · 3 filings
  • Nov 16, 2021 · D/A · $637,875,000 sold of Indefinite · 282 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Nov 16, 2020 · D/A · $569,425,000 sold of Indefinite · 264 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Nov 15, 2019 · D · $199,200,000 sold of Indefinite · 54 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $637.9M from 282 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Academy Reno L.P.

Los Angeles, CA · Jun 15, 2021
  • Jun 15, 2021 · D · $24,933,333 sold of Indefinite · 32 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $24.9M from 32 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. "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.

CL
Pooled Investment Fund · group: Canyon

Canyon Laurel Investment Fund II (B) L.P.

Los Angeles, CA · May 14, 2019 → Apr 5, 2021 · 3 filings
  • Apr 5, 2021 · D/A · $195,405,000 sold of Indefinite · 105 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 14, 2020 · D/A · $174,405,000 sold of $650,000,000 · 99 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 14, 2019 · D · $36,575,000 sold of $650,000,000 · 10 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $195.4M from 105 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Cathedral Square L.P.

Los Angeles, CA · Jan 15, 2021
  • Jan 15, 2021 · D · $14,260,000 sold of Indefinite · 18 investors · min. $35,000 · role: Executive Officer EDGAR ↗

Raised $14.3M from 18 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. "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.

H
Other Technology

Headspin, Inc.

Palo Alto, CA · Dec 23, 2020 → Dec 23, 2020 · 2 filings
  • Dec 23, 2020 · D · $1,277,781 sold of $1,277,781 · 18 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 23, 2020 · D · $33,079,891 sold of $33,079,891 · 43 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $33.1M from 43 investors (100% of the $1.28M target) 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 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.

CS
Pooled Investment Fund · group: Canyon

Canyon Structured Credit Opportunity Fund (Delaware) L.P.

Los Angeles, CA · Jul 14, 2020
  • Jul 14, 2020 · D · $17,475,000 sold of Indefinite · 4 investors · min. $475,000 · role: Executive Officer EDGAR ↗

Raised $17.5M from 4 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. "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.

CS
Pooled Investment Fund · group: Canyon

Canyon Structured Credit Opportunity Fund (Cayman) Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jul 14, 2020
  • Jul 14, 2020 · D · $95,150,000 sold of Indefinite · 8 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $95.2M from 8 investors as of the latest filing. Jonathan is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

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

CL
Pooled Investment Fund · group: Canyon

Canyon Laurel Fund II L.P.

Los Angeles, CA · Apr 10, 2019 → May 29, 2020 · 3 filings
  • May 29, 2020 · D/A · $215,450,000 sold of $650,000,000 · 50 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 31, 2019 · D/A · $202,550,000 sold of $650,000,000 · 36 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 10, 2019 · D · $2,900,000 sold of $650,000,000 · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $215.4M from 50 investors (33% of the $650M target) 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. "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.

NC
Pooled Investment Fund · group: Numeris

Numeris Capital Investments, LP

Austin, TX · Dec 14, 2017 → Apr 16, 2020 · 6 filings
  • Apr 16, 2020 · D/A · $0 sold of Indefinite · 16 investors · min. $25,000 · role: Director (Managing Member of the General Partner) EDGAR ↗
  • Apr 16, 2020 · D/A · $0 sold of Indefinite · 16 investors · min. $25,000 · role: Director (Managing Member of the General Partner) EDGAR ↗
  • May 29, 2019 · D/A · $0 sold of Indefinite · 17 investors · min. $25,000 · role: Director (Managing Member of the General Partner) EDGAR ↗
  • Jan 22, 2019 · D/A · $0 sold of Indefinite · 13 investors · min. $25,000 · role: Director (Managing Member) EDGAR ↗
  • Jan 9, 2018 · D/A · $0 sold of Indefinite · 0 investors · min. $25,000 · role: Director (Co-Managing Member) EDGAR ↗
  • Dec 14, 2017 · D · $0 sold of Indefinite · 0 investors · min. $25,000 · role: Director (Co-Managing Member) EDGAR ↗

17 investors reported; no amount sold yet as of the latest filing. Jonathan is listed as director on 6 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.

IE
Pooled Investment Fund · group: Canyon

ICE EM Credit Absolute Return Fund, L.P.

Los Angeles, CA · Jan 24, 2014 → Mar 13, 2020 · 8 filings
  • Mar 13, 2020 · D/A · $147,719,833 sold of Indefinite · 8 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2019 · D/A · $147,719,833 sold of Indefinite · 8 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Mar 14, 2018 · D · $70,219,833 sold of Indefinite · 5 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jan 26, 2018 · D/A · $146,393,000 sold of Indefinite · 116 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jan 26, 2017 · D/A · $146,393,000 sold of Indefinite · 116 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jan 26, 2016 · D/A · $146,393,000 sold of Indefinite · 116 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jan 26, 2015 · D/A · $146,393,000 sold of Indefinite · 116 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jan 24, 2014 · D/A · $134,015,000 sold of Indefinite · 106 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $147.7M from 116 investors as of the latest filing. Jonathan is listed as executive officer on 8 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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Fillmore L.P.

Los Angeles, CA · Feb 12, 2020
  • Feb 12, 2020 · D · $31,931,730 sold of Indefinite · 36 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $31.9M from 36 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Metropolitan L.P.

Los Angeles, CA · Dec 30, 2019
  • Dec 30, 2019 · D · $41,576,285 sold of Indefinite · 33 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $41.6M from 33 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Tigard L.P.

Los Angeles, CA · Dec 30, 2019
  • Dec 30, 2019 · D · $25,345,162 sold of Indefinite · 28 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $25.3M from 28 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF 19S L.P.

Los Angeles, CA · Dec 30, 2019
  • Dec 30, 2019 · D · $31,257,288 sold of Indefinite · 36 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $31.3M from 36 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Lynnwood L.P.

Los Angeles, CA · Dec 30, 2019
  • Dec 30, 2019 · D · $26,504,649 sold of Indefinite · 33 investors · min. $250,000 · role: Executive Officer EDGAR ↗

Raised $26.5M from 33 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. "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.

CL
Pooled Investment Fund · group: Canyon

Canyon Laurel REIT II LLC

Los Angeles, CA · Nov 27, 2019
  • Nov 27, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Member of Issuer's Board) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) 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.

AC
Pooled Investment Fund · group: Canyon

AECOM-Canyon Equity Fund (B) L.P.

Los Angeles, CA · Sep 19, 2018 → Sep 19, 2019 · 2 filings
  • Sep 19, 2019 · D/A · $248,050,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $248.1M from 18 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. "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.

AC
Pooled Investment Fund · group: Canyon

AECOM-Canyon Equity Fund L.P.

Los Angeles, CA · Sep 19, 2018 → Sep 19, 2019 · 2 filings
  • Sep 19, 2019 · D/A · $137,650,000 sold of Indefinite · 41 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Sep 19, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $137.7M from 41 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. "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.

CO
Pooled Investment Fund · group: Canyon

Canyon OZF Symphony Park L.P.

Los Angeles, CA · May 14, 2019
  • May 14, 2019 · D · $28,655,671 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $28.7M from 34 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. "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.

C
Other

ChargePoint, Inc.

Campbell, CA · May 7, 2012 → Dec 3, 2018 · 8 filings
  • Dec 3, 2018 · D · $181,600,000 sold of $240,000,000 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 10, 2018 · D · $440,000 sold of $440,000 · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 12, 2017 · D/A · $106,099,992 sold of $125,000,000 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 3, 2017 · D · $81,999,997 sold of $100,000,000 · 7 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jul 8, 2016 · D/A · $58,100,004 sold of $59,000,000 · 6 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 4, 2016 · D · $50,000,002 sold of $51,500,000 · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 7, 2014 · D · $22,604,996 sold of $27,000,000 · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 7, 2012 · D · $51,011,930 sold of $52,511,929 · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $181.6M from 14 investors (76% of the $240M target) as of the latest filing. Jonathan is listed as executive officer on 8 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: Other / 506(b) (18,678 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.

CL
Pooled Investment Fund · group: Canyon

Canyon Laurel Co-Invest LLC

Los Angeles, CA · Jun 8, 2018 → Nov 30, 2018 · 2 filings
  • Nov 30, 2018 · D/A · $40,414,040 sold of $40,414,040 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 8, 2018 · D · $40,404,000,000 sold of $40,404,000,000 · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $40.4B from 2 investors (100% of the $40.4M target) 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. "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.

CC
Pooled Investment Fund · group: Canyon

Canyon CLO Fund II (Cayman) Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 12, 2018
  • Oct 12, 2018 · D · $24,929,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $24.9M from 19 investors as of the latest filing. Jonathan is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

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

CC
Pooled Investment Fund · group: Canyon

Canyon CLO Fund II L.P.

Los Angeles, CA · Oct 12, 2018
  • Oct 12, 2018 · D · $50,312,385 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $50.3M from 23 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. "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.

CL
Pooled Investment Fund · group: Canyon

Canyon Laurel Fund L.P.

Los Angeles, CA · Dec 27, 2016 → Dec 27, 2017 · 2 filings
  • Dec 27, 2017 · D/A · $105,965,000 sold of $750,000,000 · 67 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 27, 2016 · D · $59,380,000 sold of $750,000,000 · 32 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $106M from 67 investors (14% of the $750M target) 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. "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.

CL
Pooled Investment Fund · group: Canyon

Canyon Laurel Investment Fund (A) L.P.

Los Angeles, CA · Dec 27, 2016 → Dec 27, 2017 · 2 filings
  • Dec 27, 2017 · D/A · $83,030,000 sold of $750,000,000 · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 27, 2016 · D · $69,520,000 sold of $750,000,000 · 14 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $83M from 15 investors (11% of the $750M target) 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. "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.

P
Other

PowWow, Inc.

San Francisco, CA · Sep 25, 2014 → Nov 15, 2017 · 6 filings
  • Nov 15, 2017 · D · $1,046,824 sold of $2,250,000 · 7 investors · min. $1 · role: Executive Officer, Director EDGAR ↗
  • Mar 29, 2017 · D · $4,199,999 sold of $10,003,875 · 5 investors · min. $1 · role: Executive Officer, Director EDGAR ↗
  • Nov 22, 2016 · D/A · $4,685,280 sold of $4,685,281 · 7 investors · min. $1 · role: Executive Officer, Director EDGAR ↗
  • Dec 21, 2015 · D · $3,699,999 sold of $4,249,996 · 7 investors · min. $1 · role: Executive Officer, Director EDGAR ↗
  • Mar 2, 2015 · D/A · $4,374,974 sold of $5,002,280 · 25 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Sep 25, 2014 · D · $2,717,985 sold of $4,369,080 · 2 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗

Raised $4.69M from 25 investors (100% of the $2.25M target) as of the latest filing. Jonathan is listed as executive officer, director on 6 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: Other / 506(b) (18,678 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.

CL
Pooled Investment Fund · group: Canyon

Canyon Laurel REIT LLC

Los Angeles, CA · Nov 3, 2017
  • Nov 3, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Member of Issuer's Board) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) 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.

CD
Pooled Investment Fund · group: Canyon

Canyon Distressed Opportunity Fund II (Cayman), L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Aug 15, 2016 → Aug 15, 2017 · 2 filings
  • Aug 15, 2017 · D/A · $762,020,000 sold of Indefinite · 250 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Aug 15, 2016 · D · $128,300,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $762M from 250 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. "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.

CD
Pooled Investment Fund · group: Canyon

Canyon Distressed Opportunity Fund II (Delaware), L.P.

Los Angeles, CA · Aug 15, 2016 → Aug 15, 2017 · 2 filings
  • Aug 15, 2017 · D/A · $587,601,000 sold of Indefinite · 634 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Aug 15, 2016 · D · $53,445,000 sold of Indefinite · 15 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $587.6M from 634 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. "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.

CL
Pooled Investment Fund · group: Canyon

Canyon Laurel Investment Fund Cayman (B) L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Jun 14, 2017
  • Jun 14, 2017 · D · $70,250,000 sold of $750,000,000 · 17 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $70.3M from 17 investors (9% of the $750M target) 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.

IG
Pooled Investment Fund · group: Canyon

ICE Global Credit Fund (Cayman), Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · May 7, 2014 → May 9, 2017 · 4 filings
  • May 9, 2017 · D/A · $109,875,000 sold of Indefinite · 43 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • May 9, 2016 · D/A · $109,875,000 sold of Indefinite · 43 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • May 7, 2015 · D/A · $109,875,000 sold of Indefinite · 43 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • May 7, 2014 · D/A · $109,875,000 sold of Indefinite · 43 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $109.9M from 43 investors as of the latest filing. Jonathan is listed as executive officer on 4 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.

V
Other Technology

VIVINO, INC.

San Francisco, CA · Jan 13, 2016
  • Jan 13, 2016 · D · $25,099,884 sold of $25,099,884 · 24 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $65M from 28 investors (100% of the $25.1M target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 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.

CC
Pooled Investment Fund · group: Canyon

Canyon CLO Fund LP

Los Angeles, CA · Jul 30, 2015
  • Jul 30, 2015 · D · $96,000,000 sold of $100,000,000 · 15 investors · min. $10,000,000 · role: Executive Officer EDGAR ↗

Raised $96M from 15 investors (96% of the $100M target) 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.

CC
Pooled Investment Fund · group: Canyon

Canyon CLO Fund (Cayman) Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jul 30, 2015
  • Jul 30, 2015 · D · $10,000,000 sold of Indefinite · 1 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $10M from 1 investor as of the latest filing. Jonathan is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

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

IF
Pooled Investment Fund · group: Canyon

ICE Focus EM Credit Fund (Cayman), Ltd.

Hamilton, Bermuda (as filed: D0) · Mar 18, 2014 → Mar 18, 2015 · 2 filings
  • Mar 18, 2015 · D/A · $54,854,145 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 18, 2014 · D/A · $54,854,145 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $54.9M from 3 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. "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.

IF
Pooled Investment Fund · group: Canyon

ICE Focus EM Credit Fund, L.P.

Los Angeles, CA · Mar 18, 2014 → Mar 18, 2015 · 2 filings
  • Mar 18, 2015 · D/A · $7,150,000 sold of Indefinite · 4 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Mar 18, 2014 · D/A · $7,150,000 sold of Indefinite · 4 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $7.15M from 4 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. "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.

IG
Pooled Investment Fund · group: Canyon

ICE Global Credit Alpha Fund, L.P.

Los Angeles, CA · Jan 24, 2014 → Jan 26, 2015 · 2 filings
  • Jan 26, 2015 · D/A · $30,300,000 sold of Indefinite · 3 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jan 24, 2014 · D/A · $30,300,000 sold of Indefinite · 3 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $30.3M from 3 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. "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.

IG
Pooled Investment Fund · group: Canyon

ICE Global Credit (DCAM) Fund Ltd

Dublin, Ireland (as filed: L2) · Sep 18, 2014
  • Sep 18, 2014 · D · $181,800,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $181.8M from 7 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. "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.

IG
Pooled Investment Fund · group: Canyon

ICE Global Credit Alpha Fund (Cayman), Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · May 7, 2014
  • May 7, 2014 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

No sales reported yet 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.

CM
Pooled Investment Fund · group: Canyon

Canyon MSC Structured Credit Fund, L.P.

Grand Cayman, Cayman Islands (as filed: E9) · Feb 8, 2013 → Feb 6, 2014 · 2 filings
  • Feb 6, 2014 · D/A · $8,279,000 sold of Indefinite · 5 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Feb 8, 2013 · D · $3,625,000 sold of Indefinite · 4 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $8.28M from 5 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. "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.

CM
Pooled Investment Fund · group: Canyon

Canyon MSC Structured Credit Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Feb 6, 2013 → Feb 6, 2014 · 2 filings
  • Feb 6, 2014 · D/A · $195,928,000 sold of Indefinite · 13 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 6, 2013 · D · $18,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗

Raised $195.9M from 13 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. "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.

CS
Pooled Investment Fund · group: Canyon

Canyon Structured Assets Fund (Cayman) Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Nov 21, 2013
  • Nov 21, 2013 · D/A · $366,825,000 sold of $500,000,000 · 33 investors · min. $5,000,000 · role: Executive Officer, Director EDGAR ↗

Raised $366.8M from 39 investors (73% of the $500M target) as of the latest filing. Jonathan is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

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

CC
Pooled Investment Fund · group: Canyon

CANYON CAPITAL ARBITRAGE FUND CAYMAN LTD

Grand Cayman, Cayman Islands (as filed: E9) · Apr 26, 2012 → May 16, 2012 · 2 filings
  • May 16, 2012 · D/A · $106,088,333 sold of Indefinite · 24 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Apr 26, 2012 · D/A · $106,088,333 sold of Indefinite · 24 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $106.1M from 24 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.

CC
Pooled Investment Fund · group: Canyon

CANYON CAPITAL ARBITRAGE FUND LP

Los Angeles, CA · Apr 26, 2012 → May 16, 2012 · 2 filings
  • May 16, 2012 · D/A · $16,583,444 sold of Indefinite · 17 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Apr 26, 2012 · D/A · $16,583,444 sold of Indefinite · 17 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗

Raised $16.6M from 17 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.

People around Jonathan 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

CC
Management entity

Canyon Capital Advisors, LLC

Executive Officer, Promoter · 85 shared filings (24 issuers) · also on 5 other issuers

Canyon Capital Advisors, LLC is on 29 issuers in total — a repeat sponsor. Their page lists every one.

CC
Management entity

Canyon Capital Advisors LLC

Executive Officer, Promoter · 77 shared filings (32 issuers)

Canyon Capital Advisors LLC is on 32 issuers in total — a repeat sponsor. Their page lists every one.

CP
Management entity

Canyon Partners, LLC

Executive Officer, Promoter · 29 shared filings (16 issuers)

Canyon Partners, LLC is on 16 issuers in total — a repeat sponsor. Their page lists every one.

CP
Management entity

Canyon Partners Real Estate, LLC

Executive Officer, Promoter · 27 shared filings (18 issuers) · also on 1 other issuer

Canyon Partners Real Estate, LLC is on 19 issuers in total — a repeat sponsor. Their page lists every one.

CP
Management entity

Canyon Partners Real Estate LLC

Executive Officer, Promoter · 25 shared filings (16 issuers)

Canyon Partners Real Estate LLC is on 16 issuers in total — a repeat sponsor. Their page lists every one.

CP
Management entity

Canyon Partners, LLC

Executive Officer · 21 shared filings (14 issuers) · also on 1 other issuer

Canyon Partners, LLC is on 15 issuers in total — a repeat sponsor. Their page lists every one.

IC
Management entity

ICE Canyon LLC

Executive Officer, Promoter · 19 shared filings (7 issuers) · also on 2 other issuers

ICE Canyon LLC is on 9 issuers in total — a repeat sponsor. Their page lists every one.

CL
Management entity

Canyon Lending Fund II GP Co, LLC

Promoter · 10 shared filings (5 issuers)

Canyon Lending Fund II GP Co, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

CI
Management entity

Canpartners Investments III, L.P.

Executive Officer · 10 shared filings (1 issuer)

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

IG
Management entity

ICE Global Credit GP CO., LLC

Promoter, Executive Officer · 10 shared filings (3 issuers)

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

CL
Management entity

Canyon Laurel Fund GP II Co. LLC

Promoter · 6 shared filings (2 issuers)

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

CG
Management entity

CRED III GP Co. LLC

Promoter · 6 shared filings (2 issuers)

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

CG
Management entity

CREOF GP Co. LLC

Promoter · 6 shared filings (2 issuers)

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

CG
Management entity

CEPC GP Company, LLC

Promoter · 6 shared filings (2 issuers)

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

CI
Management entity

Canpartners Investments III, LLC

Executive Officer · 5 shared filings (1 issuer)

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

RC
Management entity

River Canyon Fund Management LLC

Executive Officer · 5 shared filings (3 issuers)

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

CL
Management entity

Canyon Laurel Fund GP Co. LLC

Promoter · 4 shared filings (2 issuers)

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

AC
Management entity

AECOM Capital Real Estate, LLC

Executive Officer · 4 shared filings (2 issuers)

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

CO
Management entity

Canyon OZF Tigard GP Co. LLC

Promoter · 4 shared filings (4 issuers)

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

CG
Management entity

CMAC GP LLC

Promoter · 4 shared filings (2 issuers)

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

CC
Management entity

Canyon CLO GP Co, LLC

Promoter · 3 shared filings (3 issuers)

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

CC
Management entity

Canyon CLO GP Co. LLC

Promoter · 3 shared filings (2 issuers)

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

CG
Management entity

CRED IV GP Co. LLC

Promoter · 3 shared filings (3 issuers)

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

CG
Management entity

CHECC GP Co. LLC

Promoter · 2 shared filings (2 issuers)

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

RC
Management entity

R. Canyon Capital Advisors LLC

Executive Officer · 2 shared filings (1 issuer)

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

The team behind the deals

C
Sponsor group

Canyon

99 issuers · 299 filings · $43.3B reported sold · 2009–2026

One team, 99 deal companies. Jonathan M. Kaplan is listed on 86 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 M. Kaplan.

N
Sponsor group

Numeris

2 issuers · 9 filings · $0 reported sold · 2017–2020

One team, 2 deal companies. Jonathan M. Kaplan is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Jonathan M. Kaplan.

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 78 of the 91 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Canyon Evergreen Private Credit Cayman Fund, L.P., Canyon Evergreen Private Credit Delaware Fund, L.P., Canyon Home Equity Credit Co-Investment Feeder Fund II, L.P., Canyon Home Equity Credit Co-Investment II, L.P., Canyon US Real Estate Debt Fund IV-S L.P., Canyon Multi-Asset Credit Fund (Delaware), L.P., Canyon Multi-Asset Credit Fund (Cayman), L.P., CRED RN-D Cayman Unit Trust, a Series Trust of Canyon Partners Umbrella Trust, Canyon Lending Offshore Feeder Fund II, L.P., Canyon Lending Onshore Feeder Fund II, L.P., Canyon Lending Onshore Feeder Fund II (U), L.P., Canyon Lending Offshore Feeder Fund II (U), L.P., Canyon US Real Estate Opportunity Fund (B) L.P., Canyon US Real Estate Opportunity Fund L.P., Canyon ESG Fund (Cayman), Ltd., Canyon ESG Fund (Delaware), L.P., Canyon US Real Estate Debt Fund IV L.P., Canyon US Real Estate Debt Fund IV (B) L.P., Canyon Balanced Fund (Cayman), Ltd., Canyon Value Realization Fund, L.P., Canyon Value Realization Fund (Cayman), Ltd., CDOF IV Delaware Fund, L.P., CDOF IV Cayman Fund, L.P., Canyon Lending Fund II Onshore Rated Feeder Fund (U), L.P., Canyon Residential Credit Strategies, LP, Canyon Home Equity Credit Co-Investment, L.P., Canyon Balanced Fund L.P., Canyon CLO Fund IV L.P., Canyon CLO Fund IV (Cayman) Ltd., Canyon Evergreen Private Credit REIT, LLC, Canyon OZF FSU L.P., Canyon US Real Estate Debt Fund III (B) L.P., Canyon US Real Estate Debt Fund III L.P., Canyon Capital Solutions Offshore Feeder Fund, L.P., Canyon Capital Solutions Onshore Feeder Fund, L.P., Canyon RC Real Estate Fund L.P., Canyon OZF Abernethy Lofts L.P., CRED III REIT LLC, Canyon CLO Fund III L.P., Canyon CLO Fund III (Cayman) Ltd., Canyon Opportunistic Credit (GRF) Fund (Cayman), Ltd., Canyon Opportunistic Credit (GRF) Fund (Delaware), L.P., Canyon OZF Nevins Q L.P., Canyon OZF Douglass L.P., Canyon OZF Union L.P., Canyon OZF Nevins P L.P., Canyon Distressed Opportunity Fund Ill (Cayman), L.P., Canyon Distressed Opportunity Fund Ill (Delaware), L.P., Canyon OZF Academy Reno L.P., Canyon Laurel Investment Fund II (B) L.P., Canyon OZF Cathedral Square L.P., Canyon Structured Credit Opportunity Fund (Delaware) L.P., Canyon Structured Credit Opportunity Fund (Cayman) Ltd., Canyon Laurel Fund II L.P., Canyon OZF Fillmore L.P., Canyon OZF Metropolitan L.P., Canyon OZF Tigard L.P., Canyon OZF 19S L.P., Canyon OZF Lynnwood L.P., Canyon Laurel REIT II LLC, AECOM-Canyon Equity Fund (B) L.P., AECOM-Canyon Equity Fund L.P., Canyon OZF Symphony Park L.P., Canyon Laurel Co-Invest LLC, Canyon CLO Fund II (Cayman) Ltd., Canyon CLO Fund II L.P., Canyon Laurel Investment Fund (A) L.P., Canyon Laurel Fund L.P., Canyon Laurel REIT LLC, Canyon Distressed Opportunity Fund II (Delaware), L.P., Canyon Distressed Opportunity Fund II (Cayman), L.P., Canyon Laurel Investment Fund Cayman (B) L.P., Canyon CLO Fund LP, Canyon CLO Fund (Cayman) Ltd., Canyon MSC Structured Credit Fund Ltd., Canyon Structured Assets Fund (Cayman) Ltd., CANYON CAPITAL ARBITRAGE FUND CAYMAN LTD, CANYON CAPITAL ARBITRAGE FUND LP.

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 17 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to Jonathan M. Kaplan 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 91 issuers this person is listed on — 1 issuer has property records: ChargePoint, Inc. (17).

Public profiles and social

Websites and social links of the issuers Jonathan M. Kaplan is listed on: none on file. No website or social profile named in Canyon Laurel Co-Invest LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #244,913 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

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Courts

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Securities regulators

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

Business registries

California Secretary of State business search ↗Texas Secretary of State business search ↗OpenCorporates ↗

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