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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:34 AM ET

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Jonathan A. Jacoby

Named as an officer, director or promoter on SEC Form D filings · NY · Apr 28, 2014 → Sep 17, 2026

50deals (issuers)
$84.07Breported sold
1,135investors
67Form D filings
2014–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jonathan A. Jacoby is listed as an executive officer and promoter on 67 SEC Form D filings by 50 issuers between Mar 2012 and Sep 2026. Largest by amount reported sold: Strategic Partners IX L.P. (New York, NY — pooled investment fund — 2022; $17.01B reported sold to 294 investors), Strategic Partners Offshore IX L.P. (New York, NY — pooled investment fund — 2022; $17.01B reported sold to 131 investors), Strategic Partners Feeder X (LUX) SCSp (Grand Duchy of Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2025–2026; $9.56B reported sold to 15 investors), Strategic Partners X (LUX) SCSp (Grand Duchy of Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2025–2026; $9.56B reported sold to 1 investors), Strategic Partners Offshore X L.P. (New York, NY — pooled investment fund — 2025–2026; $9.56B reported sold to 65 investors) and 45 more (all listed below).

What this means That is a lot of deals — 50 separate companies raised money with this person listed as executive officer and promoter, over about 14 years. Across those companies the filings report $84.07B sold in total.

Listed alongside David J. Corey (51 shared filings), Verdun S. Perry (51 shared filings), Joshua Blaine (47 shared filings), Jameson L. Mones (38 shared filings), Mark J. Burton (23 shared filings) and 70 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 4 sponsor groups: Blackstone (774 issuers, $1033.12B reported sold, 2009–2026), Cfig Gsocs (4 issuers, $103.7M reported sold, 2013–2014), Tabor (2 issuers, $52.1M reported sold, 2019–2025) and Gcm Grosvenor (170 issuers, $57.6B reported sold, 2009–2026).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 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 67 public filings for Jonathan A. Jacoby and found 5 differences, 1 worth asking the sponsor about: 26 paid sellers are listed without a CRD number; 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 A. Jacoby has not run yet — it is joining a line of 24,068 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

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

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

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

2. Regulatory actions

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

What was searched

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

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

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

Jonathan H. Jacoby closed
United States Bankruptcy Court, D. Oregon · No. 15-33748 · Filed Aug 3, 2015 · Closed Dec 18, 2019
Role of Jonathan H. Jacoby: Debtor · Outcome: Case closed 2019-12-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 4 federal dockets); court in OR (not a filing state); middle initial differs
Jonathan J. Jacoby closed
United States Bankruptcy Court, E.D. Wisconsin · No. 11-37491 · Filed Nov 22, 2011 · Closed Mar 9, 2012
Role of Jonathan J. Jacoby: Debtor · Outcome: Case closed 2012-03-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 4 federal dockets); court in WI (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, 2:16 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

5 differences found between the filings for Jonathan A. Jacoby — 1 worth asking about (compared the newest 50 of 67 filings on Oct 24, 2026; older filings not covered)

Note · Oct 1, 2003 – Mar 19, 2004

Bankruptcy case: Chase Manhattan Bank, USA, N.A. v. Morandi — filed Oct 1, 2003

United States Bankruptcy Court, S.D. New York docket "Chase Manhattan Bank, USA, N.A. v. Morandi" filed Oct 1, 2003, closed Mar 19, 2004. Nik Morandi (listed on the same filings) is listed as Defendant ("Morandi"). Our match estimate: 70%.

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

Docket · United States Bankruptcy Court, S.D. New York ↗Nik Morandi — PartnerFacts page ↗
Sources
Note · Oct 10, 2002 – Dec 5, 2002

Bankruptcy case: American Express Travel Related Services Company v. Mones — filed Oct 10, 2002

United States Bankruptcy Court, S.D. New York docket "American Express Travel Related Services Company v. Mones" filed Oct 10, 2002, closed Dec 5, 2002. Jameson L. Mones (listed on the same filings) is listed as Defendant ("Mones"). Our match estimate: 70%.

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

Docket · United States Bankruptcy Court, S.D. New York ↗Jameson L. Mones — PartnerFacts page ↗
Sources
Worth asking · Oct 6, 2021 – Sep 17, 2026

26 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Korea Investment & Securities Co., Ltd. — Strategic Partners Feeder Real Estate IX L.P. · Paid seller listed without a CRD number: Korea Investment & Securities Co., Ltd. — Strategic Partners Real Estate IX L.P. · Paid seller listed without a CRD number: UBS Switzerland AG — Strategic Partners Feeder X (LUX) SCSp · Paid seller listed without a CRD number: UBS Switzerland AG — Strategic Partners X (LUX) SCSp · Paid seller listed without a CRD number: Compass Group Global Advisors S.A. — Strategic Partners Offshore X L.P. · and 21 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Sep 17, 2026 ↗BrokerCheck search: Korea Investment & Securities Co., Ltd. ↗Strategic Partners Feeder Real Estate IX L.P. — PartnerFacts page ↗Form D · Sep 17, 2026 ↗
Sources
Note · Jan 30, 2019 – Aug 8, 2025

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

No amendment in the last 12 months on an offering that may still be open — Tabor Opportunities, LP (latest filing Aug 8, 2025) · No amendment in the last 12 months on an offering that may still be open — Strategic Partners Offshore Infrastructure IV L.P. (latest filing Jan 3, 2025) · No amendment in the last 12 months on an offering that may still be open — Strategic Partners Infrastructure IV L.P. (latest filing Jan 3, 2025) · No amendment in the last 12 months on an offering that may still be open — Strategic Partners Real Estate VIII L.P. (latest filing Nov 10, 2022) · No amendment in the last 12 months on an offering that may still be open — Strategic Partners Offshore Real Estate VIII L.P. (latest filing Nov 10, 2022) · and 5 more

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

Form D/A · Aug 8, 2025 ↗Tabor Opportunities, LP — PartnerFacts page ↗Form D/A · Jan 3, 2025 ↗Strategic Partners Offshore Infrastructure IV L.P. — PartnerFacts page ↗
Sources
Note · Jan 28, 2019 – Nov 10, 2022

Jonathan A. Jacoby is written 2 different ways on the filings

listed as "Jonathan Jacoby" on 11 filings (from Jan 28, 2019), and "Jonathan A. Jacoby" on 44 filings (from Nov 10, 2022).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jan 28, 2019 ↗Form D/A · Nov 10, 2022 ↗Jonathan A. Jacoby — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 67 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

22 of 50 offerings report sales commissions totalling $261,244,175; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 17, 2026 D
Strategic Partners Feeder Real Estate IX L.P.
File 021-597977
$104,000 (est.)$0$0Korea Investment & Securities Co., Ltd. no CRD number reportedEDGAR ↗
Sep 17, 2026 D
Strategic Partners Real Estate IX L.P.
File 021-597978
$104,000 (est.)$0$0Korea Investment & Securities Co., Ltd. no CRD number reportedEDGAR ↗
Aug 21, 2026 D
SP TPM Bluebird Investors L.P.
File 021-595016
$0$0$0None listed on this filingEDGAR ↗
Aug 21, 2026 D
SP TPM Bluebird Investors Feeder 1 L.P.
File 021-595019
$0$0$0None listed on this filingEDGAR ↗
Aug 21, 2026 D
SP TPM Bluebird Investors Feeder 2 (Offshore) L.P.
File 021-595021
$0$0$0None listed on this filingEDGAR ↗
Jun 11, 2026 D/A
Strategic Partners Feeder X (LUX) SCSp
File 021-557698
$20,000,000 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)

UBS Switzerland AG no CRD number reported		EDGAR ↗
Jun 11, 2026 D/A
Strategic Partners X (LUX) SCSp
File 021-557697
$20,000,000 (est.)$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)

UBS Switzerland AG no CRD number reported		EDGAR ↗
Jun 11, 2026 D/A
Strategic Partners Offshore X L.P.
File 021-557694
$42,479,000 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)

Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗
via Wells Fargo Securities, LLC (CRD 126292 ↗)

iCapital Markets LLC BrokerCheck CRD 118219 ↗
via iCapital Markets LLC (CRD 118219 ↗)

Compass Group Global Advisors S.A. no CRD number reported
Korea Investment & Securities Co., Ltd. no CRD number reported
KB Securities Co., Ltd. no CRD number reported
USB Financial Services Inc. BrokerCheck CRD 8174 ↗
via USB Financial Services Inc. (CRD 8174 ↗)

Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
Jun 11, 2026 D/A
Strategic Partners X L.P.
File 021-557692
$42,479,000 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)

Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗
via Wells Fargo Securities, LLC (CRD 126292 ↗)

iCapital Markets LLC BrokerCheck CRD 118219 ↗
via iCapital Markets LLC (CRD 118219 ↗)

Compass Group Global Advisors S.A. no CRD number reported
Korea Investment & Securities Co., Ltd. no CRD number reported
KB Securities Co., Ltd. no CRD number reported
UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
via UBS Financial Services Inc. (CRD 8174 ↗)

Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗
May 5, 2026 D
SP Ludlow Investors L.P.
File 021-582916
$0$0$0None listed on this filingEDGAR ↗
Mar 9, 2026 D
SP Ibex Investors L.P.
File 021-575911
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2026 D
SP RE VIII Stargazer Investors L.P.
File 021-571405
$0$0$0None listed on this filingEDGAR ↗
Nov 4, 2025 D
Blackstone GP Stakes III (LUX) SCSp
File 021-563050
$0$0$0None listed on this filingEDGAR ↗
Nov 4, 2025 D
Blackstone GP Stakes III UTP L.P.
File 021-563047
$2,375,000 (est.)$0$0Compass Group Global Advisors S.A. no CRD number reported
NH Investment & Securities no CRD number reported		EDGAR ↗
Nov 4, 2025 D
Blackstone GP Stakes III (LUX) UTP SCSp
File 021-563052
$0$0$0None listed on this filingEDGAR ↗
Nov 4, 2025 D
Blackstone GP Stakes III L.P.
File 021-563044
$2,375,000 (est.)$0$0Compass Group Global Advisors S.A. no CRD number reported
NH Investment & Securities no CRD number reported		EDGAR ↗
Oct 29, 2025 D
BSP Equinox Investors Feeder (Offshore) L.P.
File 021-562386
$0$0$0None listed on this filingEDGAR ↗
Sep 29, 2025 D
BSP Equinox Investors L.P.
File 021-559040
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2025 D
BSP Pioneer Investors L.P.
File 021-558802
$450,000 (est.)$0$0Evercore Group L.L.C. BrokerCheck CRD 42405 ↗
via Evercore Group L.L.C. (CRD 42405 ↗)
EDGAR ↗
Aug 8, 2025 D/A
Tabor Opportunities, LP
File 021-331496
$0$0$0 (est.)
The Investment Manager of the Issuer receives a management fee equal to a percentage of the Issuer's net asset value on an ongoing basis.
None listed on this filingEDGAR ↗
Mar 25, 2025 D
Blackstone Strategic Capital Holdings II (VOL Co-Invest) L.P.
File 021-542083
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2025 D
Blackstone Strategic Capital Holdings II (VOL Co-Invest) L.L.C.
File 021-542090
$0$0$0None listed on this filingEDGAR ↗
Jan 3, 2025 D/A
Strategic Partners Infrastructure IV L.P.
File 021-499172
$2,850,000 (est.)$0$0Compass Group Global Advisors S.A. no CRD number reported
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

Icapital Securities, LLC BrokerCheck CRD 171061 ↗
via Icapital Securities, LLC (CRD 171061 ↗)

Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗
via Wells Fargo Securities, LLC (CRD 126292 ↗)

KB Securities Co., Ltd. no CRD number reported		EDGAR ↗
Jan 3, 2025 D/A
Strategic Partners Offshore Infrastructure IV L.P.
File 021-499179
$2,850,000 (est.)$0$0Compass Group Global Advisors S.A. no CRD number reported
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

Icapital Securities, LLC BrokerCheck CRD 171061 ↗
via Icapital Securities, LLC (CRD 171061 ↗)

Wells Fargo Securities, LLC BrokerCheck CRD 126292 ↗
via Wells Fargo Securities, LLC (CRD 126292 ↗)

KB Securities Co., Ltd. no CRD number reported		EDGAR ↗
Jan 3, 2025 D/A
Strategic Partners Infrastructure IV (LUX) SCSp
File 021-499182
$0$0$0None listed on this filingEDGAR ↗
Jan 3, 2025 D/A
Strategic Partners Infrastructure Feeder IV (LUX) SCSp
File 021-499186
$0$0$0None listed on this filingEDGAR ↗
Dec 5, 2024 D
SP Ireland Investors L.P.
File 021-531171
$0$0$0None listed on this filingEDGAR ↗
Dec 5, 2024 D
SP Ireland Investors Feeder (Offshore) L.P.
File 021-531172
$0$0$0None listed on this filingEDGAR ↗
Mar 21, 2024 D
BSP Solstice Investors L.P. (BCE)
File 021-508252
$0$0$0None listed on this filingEDGAR ↗
Mar 21, 2024 D
BSP Solstice Investors L.P. (AD)
File 021-508251
$0$0$0None listed on this filingEDGAR ↗
Aug 24, 2023 D
BSP Summer Investors L.P.
File 021-490616
$0$0$0None listed on this filingEDGAR ↗
Aug 24, 2023 D
BSP Summer Investors (PMF) L.P.
File 021-490621
$0$0$0None listed on this filingEDGAR ↗
Aug 21, 2023 D
SP Peak Co-Invest L.P.
File 021-490248
$0$0$0None listed on this filingEDGAR ↗
Nov 10, 2022 D/A
Strategic Partners Feeder Real Estate VIII (LUX) SCSp
File 021-443775
$0$0$0None listed on this filingEDGAR ↗
Nov 10, 2022 D/A
Strategic Partners Real Estate VIII (LUX) SCSp
File 021-443772
$0$0$0None listed on this filingEDGAR ↗
Nov 10, 2022 D/A
Strategic Partners Offshore Real Estate VIII L.P.
File 021-443768
$150,000 (est.)$0$0Icapital Securities, LLC BrokerCheck CRD 171061 ↗
via Icapital Securities, LLC (CRD 171061 ↗)

Korea Investment & Securities Co., Ltd. no CRD number reported		EDGAR ↗
Nov 10, 2022 D/A
Strategic Partners Real Estate VIII L.P.
File 021-443766
$150,000 (est.)$0$0Icapital Securities, LLC BrokerCheck CRD 171061 ↗
via Icapital Securities, LLC (CRD 171061 ↗)
EDGAR ↗
Nov 2, 2022 D/A
Strategic Partners IX L.P.
File 021-415827
$59,100,000 (est.)$0$0Compass Group Global Advisors S.A. no CRD number reported
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)

Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
via UBS Financial Services Inc. (CRD 8174 ↗)

Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗
via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗)

Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗
via Wells Fargo Clearing Services, LLC (CRD 19616 ↗)

J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)

Icapital Securities, LLC BrokerCheck CRD 171061 ↗
via Icapital Securities, LLC (CRD 171061 ↗)
EDGAR ↗
Nov 2, 2022 D/A
Strategic Partners Offshore IX L.P.
File 021-415828
$59,100,000 (est.)$0$0Compass Group Global Advisors S.A. no CRD number reported
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)

Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
via Morgan Stanley Smith Barney LLC (CRD 149777 ↗)

UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
via UBS Financial Services Inc. (CRD 8174 ↗)

Wells Fargo Advisors Financial Network, LLC BrokerCheck CRD 11025 ↗
via Wells Fargo Advisors Financial Network, LLC (CRD 11025 ↗)

Wells Fargo Clearing Services, LLC BrokerCheck CRD 19616 ↗
via Wells Fargo Clearing Services, LLC (CRD 19616 ↗)

J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)

Icapital Securities, LLC BrokerCheck CRD 171061 ↗
via Icapital Securities, LLC (CRD 171061 ↗)

Korea Investment & Securities Co., Ltd. no CRD number reported
KB Securities Co., Ltd. no CRD number reported		EDGAR ↗
Nov 2, 2022 D/A
Strategic Partners Feeder IX (Lux) SCSp
File 021-415825
$2,500,000 (est.)$0$0Compass Group Global Advisors S.A. no CRD number reported
UBS Switzerland AG no CRD number reported		EDGAR ↗
Nov 2, 2022 D/A
Strategic Partners IX (Lux) SCSp
File 021-415823
$2,500,000 (est.)$0$0Compass Group Global Advisors S.A. no CRD number reported
UBS Switzerland AG no CRD number reported		EDGAR ↗
Oct 11, 2022 D/A
Strategic Partners GP Solutions L.P.
File 021-403163
$0$0$0None listed on this filingEDGAR ↗
Oct 11, 2022 D/A
Strategic Partners Offshore GP Solutions L.P.
File 021-403165
$0$0$0None listed on this filingEDGAR ↗
Oct 11, 2022 D/A
Strategic Partners GP Solutions - I (Overage) L.P.
File 021-409114
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2022 D
Tabor Millennial Fund, LP
File 021-436959
$0$0$0 (est.)
The Investment Manager of the Issuer receives a management fee equal to a percentage of the Issuer's net asset value on an ongoing basis.
None listed on this filingEDGAR ↗
May 8, 2015 D/A
GCM Grosvenor China Harvest III Feeder Fund, L.P.
File 021-194094
$733,425 (est.)$0$0Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
May 8, 2013 D
CFIG AG Net Lease III Feeder Fund, L.P.
File 021-196172
$259,000 (est.)$0$0Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
Mar 28, 2013 D
CFIG GSOCS II Feeder Holdings, L.P.
File 021-194100
$46,500 (est.)$0$0Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
Mar 28, 2013 D
CFIG GSOCS II Feeder, L.P.
File 021-194098
$486,750 (est.)$0$0Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗EDGAR ↗
Mar 14, 2012 D
CS OHESCF, L.P.
File 021-174948
$152,500$0$0Credit Suisse Securities (USA) LLC BrokerCheck CRD 816 ↗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 50

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

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Feeder Real Estate IX L.P.

New York, NY · Sep 17, 2026
  • Sep 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Director of the GP) 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Real Estate IX L.P.

New York, NY · Sep 17, 2026
  • Sep 17, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) 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.

ST
Pooled Investment Fund · group: Blackstone

SP TPM Bluebird Investors Feeder 2 (Offshore) L.P.

New York, NY · Aug 21, 2026
  • Aug 21, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Director of the GP) 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.

ST
Pooled Investment Fund · group: Blackstone

SP TPM Bluebird Investors Feeder 1 L.P.

New York, NY · Aug 21, 2026
  • Aug 21, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) 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.

ST
Pooled Investment Fund · group: Blackstone

SP TPM Bluebird Investors L.P.

New York, NY · Aug 21, 2026
  • Aug 21, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Feeder X (LUX) SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Sep 16, 2025 → Jun 11, 2026 · 2 filings
  • Jun 11, 2026 · D/A · $9,564,167,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) EDGAR ↗
  • Sep 16, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) EDGAR ↗

Raised $9.56B from 15 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners X (LUX) SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Sep 16, 2025 → Jun 11, 2026 · 2 filings
  • Jun 11, 2026 · D/A · $9,564,167,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) EDGAR ↗
  • Sep 16, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) EDGAR ↗

Raised $9.56B 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Offshore X L.P.

New York, NY · Sep 16, 2025 → Jun 11, 2026 · 2 filings
  • Jun 11, 2026 · D/A · $9,564,167,000 sold of Indefinite · 65 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Director of the GP) EDGAR ↗
  • Sep 16, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Director of the GP) EDGAR ↗

Raised $9.56B from 65 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners X L.P.

New York, NY · Sep 16, 2025 → Jun 11, 2026 · 2 filings
  • Jun 11, 2026 · D/A · $9,564,167,000 sold of Indefinite · 129 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) EDGAR ↗
  • Sep 16, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) EDGAR ↗

Raised $9.56B from 129 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.

SL
Pooled Investment Fund · group: Blackstone

SP Ludlow Investors L.P.

New York, NY · May 5, 2026
  • May 5, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP of the GP) 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.

SI
Pooled Investment Fund · group: Blackstone

SP Ibex Investors L.P.

New York, NY · Mar 9, 2026
  • Mar 9, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) 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.

SR
Pooled Investment Fund · group: Blackstone

SP RE VIII Stargazer Investors L.P.

New York, NY · Jan 28, 2026
  • Jan 28, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) 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.

BG
Pooled Investment Fund · group: Blackstone

Blackstone GP Stakes III (LUX) UTP SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Nov 4, 2025
  • Nov 4, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) 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.

BG
Pooled Investment Fund · group: Blackstone

Blackstone GP Stakes III (LUX) SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Nov 4, 2025
  • Nov 4, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) 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.

BG
Pooled Investment Fund · group: Blackstone

Blackstone GP Stakes III UTP L.P.

New York, NY · Nov 4, 2025
  • Nov 4, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) 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.

BG
Pooled Investment Fund · group: Blackstone

Blackstone GP Stakes III L.P.

New York, NY · Nov 4, 2025
  • Nov 4, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) 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.

BE
Pooled Investment Fund · group: Blackstone

BSP Equinox Investors Feeder (Offshore) L.P.

New York, NY · Oct 29, 2025
  • Oct 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) 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.

BE
Pooled Investment Fund · group: Blackstone

BSP Equinox Investors L.P.

New York, NY · Sep 29, 2025
  • Sep 29, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) 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.

BP
Pooled Investment Fund · group: Blackstone

BSP Pioneer Investors L.P.

New York, NY · Sep 25, 2025
  • Sep 25, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) 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.

TO
Pooled Investment Fund · group: Tabor

Tabor Opportunities, LP

New York, NY · Jan 28, 2019 → Aug 8, 2025 · 8 filings
  • Aug 8, 2025 · D/A · $27,124,179 sold of Indefinite · 13 investors · min. $1,000,000 · role: Executive Officer, Promoter (Principal of the Investment Manager and Managing Member of the GP of the issuer) EDGAR ↗
  • Aug 8, 2024 · D/A · $26,874,179 sold of Indefinite · 13 investors · min. $1,000,000 · role: Executive Officer, Promoter (Principal of the Investment Manager and Managing Member of the GP of the issuer) EDGAR ↗
  • Aug 11, 2023 · D/A · $25,166,701 sold of Indefinite · 13 investors · min. $1,000,000 · role: Executive Officer, Promoter (Principal of the Investment Manager and Managing Member of the GP of the issuer) EDGAR ↗
  • Aug 11, 2022 · D/A · $21,463,801 sold of Indefinite · 12 investors · min. $1,000,000 · role: Executive Officer, Promoter (Principal of the Investment Manager and Managing Member of the GP of the issuer) EDGAR ↗
  • Aug 11, 2021 · D/A · $19,063,800 sold of Indefinite · 12 investors · min. $1,000,000 · role: Executive Officer, Promoter (Principal of the Investment Manager and Managing Member of the GP of the issuer) EDGAR ↗
  • Jan 26, 2021 · D/A · $9,063,800 sold of Indefinite · 11 investors · min. $1,000,000 · role: Executive Officer, Promoter (Principal of the Investment Manager and the General Partner of the Issuer.) EDGAR ↗
  • Jan 28, 2020 · D/A · $9,063,800 sold of Indefinite · 11 investors · min. $1,000,000 · role: Executive Officer, Promoter (Principal of the Investment Manager and the General Partner of the Issuer.) EDGAR ↗
  • Jan 28, 2019 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer, Promoter (Principal of the Investment Manager and the General Partner of the Issuer.) EDGAR ↗

Raised $27.1M from 13 investors as of the latest filing. Jonathan is listed as executive officer, promoter 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.

BS
Pooled Investment Fund · group: Blackstone

Blackstone Strategic Capital Holdings II (VOL Co-Invest) L.L.C.

New York, NY · Mar 25, 2025
  • Mar 25, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the MM) 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.

BS
Pooled Investment Fund · group: Blackstone

Blackstone Strategic Capital Holdings II (VOL Co-Invest) L.P.

New York, NY · Mar 25, 2025
  • Mar 25, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Offshore Infrastructure IV L.P.

New York, NY · Dec 8, 2023 → Jan 3, 2025 · 2 filings
  • Jan 3, 2025 · D/A · $2,432,184,390 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Director of the GP) EDGAR ↗
  • Dec 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Director of the GP) EDGAR ↗

Raised $2.43B from 38 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Infrastructure IV L.P.

New York, NY · Dec 8, 2023 → Jan 3, 2025 · 2 filings
  • Jan 3, 2025 · D/A · $2,432,184,390 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) EDGAR ↗
  • Dec 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) EDGAR ↗

Raised $2.43B from 42 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Infrastructure IV (LUX) SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Dec 8, 2023 → Jan 3, 2025 · 2 filings
  • Jan 3, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) EDGAR ↗
  • Dec 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Infrastructure Feeder IV (LUX) SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Dec 8, 2023 → Jan 3, 2025 · 2 filings
  • Jan 3, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) EDGAR ↗
  • Dec 8, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) 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.

SI
Pooled Investment Fund · group: Blackstone

SP Ireland Investors Feeder (Offshore) L.P.

New York, NY · Dec 5, 2024
  • Dec 5, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the Sole Director of the GP) 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.

SI
Pooled Investment Fund · group: Blackstone

SP Ireland Investors L.P.

New York, NY · Dec 5, 2024
  • Dec 5, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) 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.

BS
Pooled Investment Fund · group: Blackstone

BSP Solstice Investors L.P. (BCE)

New York, NY · Mar 21, 2024
  • Mar 21, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) 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.

BS
Pooled Investment Fund · group: Blackstone

BSP Solstice Investors L.P. (AD)

New York, NY · Mar 21, 2024
  • Mar 21, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) 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.

BS
Pooled Investment Fund · group: Blackstone

BSP Summer Investors (PMF) L.P.

New York, NY · Aug 24, 2023
  • Aug 24, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) 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.

BS
Pooled Investment Fund · group: Blackstone

BSP Summer Investors L.P.

New York, NY · Aug 24, 2023
  • Aug 24, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) 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.

SP
Pooled Investment Fund · group: Blackstone

SP Peak Co-Invest L.P.

New York, NY · Aug 21, 2023
  • Aug 21, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP of the GP) 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Feeder Real Estate VIII (LUX) SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Nov 10, 2022
  • Nov 10, 2022 · D/A · $163,200,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) EDGAR ↗

Raised $163.2M 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Real Estate VIII (LUX) SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Nov 10, 2022
  • Nov 10, 2022 · D/A · $163,200,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the Special GP) EDGAR ↗

Raised $163.2M from 2 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Real Estate VIII L.P.

New York, NY · Nov 10, 2022
  • Nov 10, 2022 · D/A · $464,712,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner of the GP) EDGAR ↗

Raised $464.7M from 26 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Offshore Real Estate VIII L.P.

New York, NY · Nov 10, 2022
  • Nov 10, 2022 · D/A · $464,712,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) EDGAR ↗

Raised $464.7M from 5 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners IX (Lux) SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Nov 2, 2022
  • Nov 2, 2022 · D/A · $1,295,711,600 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP of the Special GP) EDGAR ↗

Raised $1.3B 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Feeder IX (Lux) SCSp

Grand Duchy of Luxembourg, Luxembourg (as filed: N4) · Nov 2, 2022
  • Nov 2, 2022 · D/A · $1,295,711,600 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP of the Special GP) EDGAR ↗

Raised $1.3B from 61 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Offshore IX L.P.

New York, NY · Nov 2, 2022
  • Nov 2, 2022 · D/A · $17,012,883,040 sold of Indefinite · 131 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) EDGAR ↗

Raised $17.01B from 131 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners IX L.P.

New York, NY · Nov 2, 2022
  • Nov 2, 2022 · D/A · $17,012,883,040 sold of Indefinite · 294 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP of the GP) EDGAR ↗

Raised $17.01B from 294 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners GP Solutions - I (Overage) L.P.

New York, NY · Oct 11, 2022
  • Oct 11, 2022 · D/A · $85,155,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP of the GP) EDGAR ↗

Raised $85.2M from 6 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners Offshore GP Solutions L.P.

New York, NY · Oct 11, 2022
  • Oct 11, 2022 · D/A · $1,408,773,454 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP) EDGAR ↗

Raised $1.41B from 9 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.

SP
Pooled Investment Fund · group: Blackstone

Strategic Partners GP Solutions L.P.

New York, NY · Oct 11, 2022
  • Oct 11, 2022 · D/A · $1,408,773,454 sold of Indefinite · 75 investors · min. No minimum reported · role: Executive Officer (Managing Director of the GP of the GP) EDGAR ↗

Raised $1.41B from 75 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.

TM
Pooled Investment Fund · group: Tabor

Tabor Millennial Fund, LP

New York, NY · Mar 11, 2022
  • Mar 11, 2022 · D · $25,005,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer, Promoter (Principal of the Investment Manager and Managing Member of the General Partner of the Issuer) EDGAR ↗

Raised $25M from 2 investors as of the latest filing. Jonathan is listed as executive officer, promoter.

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.

GG
Pooled Investment Fund · group: Gcm Grosvenor

GCM Grosvenor China Harvest III Feeder Fund, L.P.

New York, NY · Mar 27, 2013 → May 8, 2015 · 3 filings
  • May 8, 2015 · D/A · $44,450,000 sold of Indefinite · 72 investors · min. No minimum reported · role: Executive Officer (Mr. Jacoby is an officer of CFIG (Cayman) Holdings Limited, the general partner of the issuer.) EDGAR ↗
  • Apr 28, 2014 · D/A · $41,200,000 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (Mr. Jacoby is an officer of CFIG (Cayman) Holdings Limited, the general partner of the issuer.) EDGAR ↗
  • Mar 27, 2013 · D · $12,400,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Mr. Jacoby is an officer of Credit Suisse (Cayman) Management Limited, the general partner of the issuer.) EDGAR ↗

Raised $44.5M from 72 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.

CA
Pooled Investment Fund · group: Cfig Gsocs

CFIG AG Net Lease III Feeder Fund, L.P.

New York, NY · May 8, 2013
  • May 8, 2013 · D · $25,900,000 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (Mr. Jacoby is an officer of DLJMB Fund, Inc., the general partner of DLJ Fund Partners III, L.P., the general partner of the issuer.) EDGAR ↗

Raised $25.9M from 57 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.

CG
Pooled Investment Fund · group: Cfig Gsocs

CFIG GSOCS II Feeder, L.P.

New York, NY · Mar 28, 2013
  • Mar 28, 2013 · D · $32,450,000 sold of Indefinite · 46 investors · min. No minimum reported · role: Executive Officer (Mr. Jacoby is an officer of DLJMB Fund, Inc., the general partner of the general partner of the issuer.) EDGAR ↗

Raised $32.5M from 46 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.

CG
Pooled Investment Fund · group: Cfig Gsocs

CFIG GSOCS II Feeder Holdings, L.P.

New York, NY · Mar 28, 2013
  • Mar 28, 2013 · D · $3,100,000 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Mr. Jacoby is an officer of DLJMB Fund, Inc., the general partner of the general partner of the issuer.) EDGAR ↗

Raised $3.1M 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.

CO
Pooled Investment Fund

CS OHESCF, L.P.

New York, NY · Mar 14, 2012
  • Mar 14, 2012 · D · $15,250,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (Mr. Jacoby is an officer of DLJMB Fund, Inc., the general partner of the general partner of the issuer.) EDGAR ↗

Raised $15.3M from 24 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.

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.

SP
Management entity

Strategic Partners Fund Solutions GP (Offshore) Ltd.

Promoter, Executive Officer · 11 shared filings (9 issuers) · also on 11 other issuers

Strategic Partners Fund Solutions GP (Offshore) Ltd. is on 20 issuers in total — a repeat sponsor. Their page lists every one.

SI
Management entity

SPFSA Infrastructure IV L.L.C.

Promoter · 10 shared filings (7 issuers)

SPFSA Infrastructure IV L.L.C. is on 7 issuers in total — a repeat sponsor. Their page lists every one.

SX
Management entity

SPFSA X L.L.C.

Promoter · 6 shared filings (3 issuers)

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

SI
Management entity

SPFSA IX L.L.C.

Promoter · 5 shared filings (5 issuers) · also on 1 other issuer

SPFSA IX L.L.C. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

BH
Management entity

Blackstone Holdings II L.P.

Promoter · 5 shared filings (5 issuers)

Blackstone Holdings II L.P. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

BL
Management entity

BSCA III L.L.C.

Promoter · 4 shared filings (4 issuers)

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

SR
Management entity

SPFSA RE VIII L.L.C.

Promoter · 4 shared filings (4 issuers)

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

GC
Management entity

GCM Customized Fund Investment Group, L.P.

Promoter · 2 shared filings (1 issuer) · also on 19 other issuers

GCM Customized Fund Investment Group, L.P. is on 20 issuers in total — a repeat sponsor. Their page lists every one.

BS
Management entity

Blackstone Strategic Capital Associates II L.P.

Promoter · 2 shared filings (2 issuers) · also on 4 other issuers

Blackstone Strategic Capital Associates II L.P. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

BL
Management entity

BSCA II L.L.C.

Promoter · 2 shared filings (2 issuers) · also on 4 other issuers

BSCA II L.L.C. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

SG
Management entity

SPFSA GP Solutions L.L.C.

Promoter · 2 shared filings (2 issuers)

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

BS
Management entity

BSP Summer GP L.L.C.

Promoter · 2 shared filings (2 issuers)

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

BS
Management entity

BSP Solstice GP L.L.C.

Promoter · 2 shared filings (2 issuers)

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

BE
Management entity

BSP Equinox GP L.L.C.

Promoter · 1 shared filing (1 issuer)

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

BP
Management entity

BSP Pioneer GP L.L.C.

Promoter · 1 shared filing (1 issuer)

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

SR
Management entity

SPFSA RE IX L.L.C.

Promoter · 1 shared filing (1 issuer)

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

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

Verdun S. Perry

Executive Officer · 51 shared filings (43 issuers) · also on 47 other issuers

Verdun S. Perry is on 90 issuers in total — a repeat sponsor. Their page lists every one.

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

David J. Corey

Executive Officer · 51 shared filings (43 issuers) · also on 32 other issuers

David J. Corey is on 75 issuers in total — a repeat sponsor. Their page lists every one.

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

Joshua Blaine

Executive Officer · 47 shared filings (39 issuers) · also on 43 other issuers

Joshua Blaine is on 82 issuers in total — a repeat sponsor. Their page lists every one.

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

Jameson L. Mones

Executive Officer · 38 shared filings (30 issuers) · also on 11 other issuers

Jameson L. Mones is on 41 issuers in total — a repeat sponsor. Their page lists every one.

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

Mark J. Burton

Executive Officer · 23 shared filings (19 issuers) · also on 11 other issuers

Mark J. Burton is on 30 issuers in total — a repeat sponsor. Their page lists every one.

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

Nik Morandi

Executive Officer · 20 shared filings (16 issuers)

Nik Morandi is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

David Symons

Executive Officer · 17 shared filings (13 issuers) · also on 11 other issuers

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

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

Mark A. Bhupathi

Executive Officer · 14 shared filings (10 issuers) · also on 14 other issuers

Mark A. Bhupathi is on 24 issuers in total — a repeat sponsor. Their page lists every one.

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

Kevin P. Bundschuh

Executive Officer · 14 shared filings (10 issuers)

Kevin P. Bundschuh is on 10 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

B
Sponsor group

Blackstone

774 issuers · 1494 filings · $1033.12B reported sold · 2009–2026

One team, 774 deal companies. Jonathan A. Jacoby is listed on 43 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 A. Jacoby.

CG
Sponsor group

Cfig Gsocs

4 issuers · 4 filings · $103.7M reported sold · 2013–2014

One team, 4 deal companies. Jonathan A. Jacoby is listed on 3 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 A. Jacoby.

T
Sponsor group

Tabor

2 issuers · 9 filings · $52.1M reported sold · 2019–2025

One team, 2 deal companies. Jonathan A. Jacoby is listed on 2 of them.

Sources

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

GG
Sponsor group

Gcm Grosvenor

170 issuers · 829 filings · $57.6B reported sold · 2009–2026

One team, 170 deal companies. Jonathan A. Jacoby 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 A. Jacoby.

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

None of the 50 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Jonathan A. Jacoby 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 50 issuers this person is listed on — nothing matched.

Public profiles and social

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

Look further

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

Found on the sponsor's own site

blackstone.com ↗ found on Strategic Partners Feeder Real Estate IX L.P. (blackstone.com — same registered sponsor family (group "Blackstone"); known from issuer CIK 1743614 (archive))

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗

Securities regulators

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

Business registries

New York Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

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