Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:58 AM ET

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Jonathan M. Marotta

Named as an officer, director or promoter on SEC Form D filings · NY · Dec 18, 2015 → Jul 8, 2026

25deals (issuers)

$8.71Breported sold

308investors

52Form D filings

2015–2026years on file

Follow this person Look 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. Marotta is listed as an executive officer on 52 SEC Form D filings by 25 issuers between Dec 2015 and Jul 2026. Largest by amount reported sold: Crescent Mezzanine Partners VIIC, L.P. (Los Angeles, CA — pooled investment fund — 2015–2016; $1.96B reported sold to 50 investors), Crescent Credit Solutions VIIIB, SCSp (Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2021–2022; $1.76B reported sold to 22 investors), Crescent Credit Solutions IXB, SCSp (Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2024–2025; $926M reported sold to 24 investors), Crescent Credit Solutions VIIIA-2, L.P. (Los Angeles, CA — pooled investment fund — 2021–2022; $556.1M reported sold to 21 investors), Crescent Mezzanine Partners VII, L.P. (Los Angeles, CA — pooled investment fund — 2015–2016; $531.6M reported sold to 31 investors) and 20 more (all listed below).

What this means That is a lot of deals — 25 separate companies raised money with this person listed as executive officer, over about 11 years. Across those companies the filings report $8.71B sold in total.

Listed alongside Joseph A. Kaufman (52 shared filings), Louis Lavoie (52 shared filings), Tyrone Chang (52 shared filings), Christopher Wang (38 shared filings), Kimberly Grant (38 shared filings) and 18 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.

All 25 issuers belong to the sponsor group Crescent (91 issuers, $303.39B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Crescent has 91 companies on file and $303.39B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 52 public filings for Jonathan M. Marotta and found 1 difference: 14 offerings have no amendment in the last 12 months and may still be open.

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. Marotta has not run yet — it is joining a line of 44,520 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

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

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

3. Bankruptcies

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

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.

4. Differences between public sources

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

1 difference found between the filings for Jonathan M. Marotta (compared the newest 50 of 52 filings on Oct 24, 2026; older filings not covered)

Note · Dec 21, 2015 – Nov 9, 2022

14 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 — Crescent Credit Solutions VIIIC (Solvency II) Bifurcated Note Feeder, LLC (latest filing Nov 9, 2022) · No amendment in the last 12 months on an offering that may still be open — Crescent Credit Solutions VIIIB Note Feeder, LLC (latest filing Nov 9, 2022) · No amendment in the last 12 months on an offering that may still be open — Crescent Credit Solutions VIIIC (Solvency II), SCSp (latest filing Apr 27, 2022) · No amendment in the last 12 months on an offering that may still be open — Crescent Credit Solutions VIII Associates, LLC (latest filing Apr 27, 2022) · No amendment in the last 12 months on an offering that may still be open — Crescent Credit Solutions VIIIA-2, L.P. (latest filing Apr 27, 2022) · and 9 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 · Nov 9, 2022 ↗Crescent Credit Solutions VIIIC (Solvency II) Bifurcated Note Feeder, LLC — PartnerFacts page ↗Form D/A · Nov 9, 2022 ↗Crescent Credit Solutions VIIIB Note Feeder, LLC — PartnerFacts page ↗

Sources

Form D/A · Nov 9, 2022 ↗ (Nov 9, 2022)
Crescent Credit Solutions VIIIC (Solvency II) Bifurcated Note Feeder, LLC — PartnerFacts page ↗ (Nov 9, 2022)
Form D/A · Nov 9, 2022 ↗ (Nov 9, 2022)
Crescent Credit Solutions VIIIB Note Feeder, LLC — PartnerFacts page ↗ (Nov 9, 2022)
Form D/A · Apr 27, 2022 ↗ (Apr 27, 2022)
Crescent Credit Solutions VIIIC (Solvency II), SCSp — PartnerFacts page ↗ (Apr 27, 2022)
Form D/A · Apr 27, 2022 ↗ (Apr 27, 2022)
Crescent Credit Solutions VIII Associates, LLC — PartnerFacts page ↗ (Apr 27, 2022)

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 52 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

19 of 25 offerings report sales commissions totalling $308,000,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)	Sales commissions	Finder's fees	To insiders	Paid to sell it	Source
Jul 8, 2026 D Crescent Credit Solutions IXE (Senior Levered) Note Feeder, L.P. File 021-589941	$15,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via SURA IM Investment Management Colombia S.A.S. None no CRD number reported via SOLING PARTNERS DWC LLC None no CRD number reported via Crosspoint Advisors Inc. None no CRD number reported via Finamvest Partners None no CRD number reported via Jefferies LLC (CRD 000002347 ↗) None no CRD number reported via MPW Capital Advisors Limited None no CRD number reported via Obsidian Capital SGR S.p.A None no CRD number reported via Advisors Asset Management, Inc. (CRD 000046727 ↗)	EDGAR ↗
Dec 30, 2025 D Crescent Credit Solutions VII CV-A, L.P. File 021-568374	$0 (est.)	$0 (est.)	$0 (est.) The general partner is entitled to a performance allocation. The manager is entitled to a management fee. The performance allocation and management fee are discussed in the Issuer's confidential offering materials.	Jefferies LLC BrokerCheck CRD 000002347 ↗	EDGAR ↗
Dec 30, 2025 D Crescent Credit Solutions VII CV, L.P. File 021-568372	$0 (est.)	$0 (est.)	$0 (est.) The general partner is entitled to a performance allocation. The manager is entitled to a management fee. The performance allocation and management fee are discussed in the Issuer's confidential offering materials.	Jefferies LLC BrokerCheck CRD 000002347 ↗	EDGAR ↗
Nov 21, 2025 D Crescent Credit Solutions IX Co-Investment Fund, L.P. File 021-564741	$0	$0	$0 (est.)	None listed on this filing	EDGAR ↗
Nov 20, 2025 D/A Crescent Credit Solutions IXB, SCSp File 021-528434	$15,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via SURA IM Investment Management Colombia S.A.S. None no CRD number reported via SOLING PARTNERS DWC LLC None no CRD number reported via Crosspoint Advisors Inc. None no CRD number reported via Finamvest Partners None no CRD number reported via Jefferies LLC (CRD 000002347 ↗) None no CRD number reported via MPW Capital Advisors Limited None no CRD number reported via Obsidian Capital SGR S.p.A None no CRD number reported via Advisors Asset Management, Inc. (CRD 000046727 ↗)	EDGAR ↗
Nov 20, 2025 D/A Crescent Credit Solutions IXB Feeder, L.P. File 021-528432	$15,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via SURA IM Investment Management Colombia S.A.S. None no CRD number reported via SOLING PARTNERS DWC LLC None no CRD number reported via Crosspoint Advisors Inc. None no CRD number reported via Finamvest Partners None no CRD number reported via Jefferies LLC (CRD 000002347 ↗) None no CRD number reported via MPW Capital Advisors Limited None no CRD number reported via Obsidian Capital SGR S.p.A None no CRD number reported via Advisors Asset Management, Inc. (CRD 000046727 ↗)	EDGAR ↗
Nov 20, 2025 D/A Crescent Credit Solutions IX, L.P. File 021-528429	$15,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via SURA IM Investment Management Colombia S.A.S. None no CRD number reported via SOLING PARTNERS DWC LLC None no CRD number reported via Crosspoint Advisors Inc. None no CRD number reported via Finamvest Partners None no CRD number reported via Jefferies LLC (CRD 000002347 ↗) None no CRD number reported via MPW Capital Advisors Limited None no CRD number reported via Obsidian Capital SGR S.p.A None no CRD number reported via Advisors Asset Management, Inc. (CRD 000046727 ↗)	EDGAR ↗
Nov 20, 2025 D/A Crescent Credit Solutions IXE (Senior Levered), SCSp File 021-528424	$15,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via SURA IM Investment Management Colombia S.A.S. None no CRD number reported via SOLING PARTNERS DWC LLC None no CRD number reported via Crosspoint Advisors Inc. None no CRD number reported via Finamvest Partners None no CRD number reported via JEFFERIES LLC (CRD 000002347 ↗) None no CRD number reported via MPW Capital Advisors Limited None no CRD number reported via Obsidian Capital SGR S.p.A None no CRD number reported via Advisors Asset Management, Inc. (CRD 000046727 ↗)	EDGAR ↗
Nov 20, 2025 D/A Crescent Credit Solutions IXC (Unlevered), SCSp File 021-528438	$15,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via SURA IM Investment Management Colombia S.A.S. None no CRD number reported via SOLING PARTNERS DWC LLC None no CRD number reported via Crosspoint Advisors Inc. None no CRD number reported via Finamvest Partners None no CRD number reported via Jefferies LLC (CRD 000002347 ↗) None no CRD number reported via MPW Capital Advisors Limited None no CRD number reported via Obsidian Capital SGR S.p.A None no CRD number reported via Advisors Asset Management, Inc. (CRD 000046727 ↗)	EDGAR ↗
Nov 20, 2025 D/A Crescent Credit Solutions IXD (Senior Unlevered), SCSp File 021-528443	$15,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via SURA IM Investment Management Colombia S.A.S. None no CRD number reported via SOLING PARTNERS DWC LLC None no CRD number reported via Crosspoint Advisors Inc. None no CRD number reported via Finamvest Partners None no CRD number reported via Jefferies LLC (CRD 000002347 ↗) None no CRD number reported via MPW Capital Advisors Limited None no CRD number reported via Obsidian Capital SGR S.p.A None no CRD number reported via Advisors Asset Management, Inc. (CRD 000046727 ↗)	EDGAR ↗
Nov 20, 2025 D/A Crescent Credit Solutions IXD (Senior Unlevered) Note Feeder, L.P. File 021-561987	$15,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via SURA IM Investment Management Colombia S.A.S. None no CRD number reported via SOLING PARTNERS DWC LLC None no CRD number reported via Crosspoint Advisors Inc. None no CRD number reported via Finamvest Partners None no CRD number reported via Jefferies LLC (CRD 000002347 ↗) None no CRD number reported via MPW Capital Advisors Limited None no CRD number reported via Obsidian Capital SGR S.p.A None no CRD number reported via Advisors Asset Management, Inc. (CRD 000046727 ↗)	EDGAR ↗
Nov 9, 2022 D/A Crescent Credit Solutions VIIIB Note Feeder, LLC File 021-420531	$1,250,000 (est.)	$0 (est.)	$0 (est.)	Not applicable no CRD number reported via FENERA & PARTNERS SGR S.P.A Not applicable no CRD number reported via AMERIS CAPITAL S.A Not applicable no CRD number reported via Finamvest Partners Not applicable no CRD number reported via Compass Alternatives Not applicable no CRD number reported via Knights Gate Advisers Not applicable no CRD number reported via GreensLedge Capital Markets LLC (CRD 151026 ↗)	EDGAR ↗
Nov 9, 2022 D/A Crescent Credit Solutions VIIIC (Solvency II) Bifurcated Note Feeder, LLC File 021-420536	$1,750,000 (est.)	$0 (est.)	$0 (est.)	Not applicable no CRD number reported via FENERA & PARTNERS SGR S.P.A Not applicable no CRD number reported via AMERIS CAPITAL S.A Not applicable no CRD number reported via Finamvest Partners Not applicable no CRD number reported via Compass Alternatives Not applicable no CRD number reported via Knights Gate Advisers Not applicable no CRD number reported via GreensLedge Capital Markets LLC (CRD 151026 ↗)	EDGAR ↗
Apr 27, 2022 D/A Crescent Credit Solutions VIII, L.P. File 021-397314	$15,000,000 (est.)	$0 (est.)	$0 (est.)	Not applicable no CRD number reported via Fenera & Partners SGR S.p.A Not applicable no CRD number reported via AMERIS CAPITAL S.A Not applicable no CRD number reported via Finamvest Partners Not applicable no CRD number reported via Compass Alternatives Not applicable no CRD number reported via Knights Gate Advisers Not applicable no CRD number reported via GreensLedge Capital Markets LLC (CRD 151026 ↗)	EDGAR ↗
Apr 27, 2022 D/A Crescent Credit Solutions VIIIB, SCSp File 021-397317	$15,000,000 (est.)	$0 (est.)	$0 (est.)	Not applicable no CRD number reported via Fenera & Partners SGR S.p.A Not applicable no CRD number reported via AMERIS CAPITAL S.A Not applicable no CRD number reported via Finamvest Partners Not applicable no CRD number reported via Compass Alternatives Not applicable no CRD number reported via Knights Gate Advisers Not applicable no CRD number reported via GreensLedge Capital Markets LLC (CRD 151026 ↗)	EDGAR ↗
Apr 27, 2022 D/A Crescent Credit Solutions VIIIA-2, L.P. File 021-397316	$15,000,000 (est.)	$0 (est.)	$0 (est.)	Not applicable no CRD number reported via Fenera & Partners SGR S.p.A Not applicable no CRD number reported via AMERIS CAPITAL S.A Not applicable no CRD number reported via Finamvest Partners Not applicable no CRD number reported via Compass Alternatives Not applicable no CRD number reported via Knights Gate Advisers Not applicable no CRD number reported via GreensLedge Capital Markets LLC (CRD 151026 ↗)	EDGAR ↗
Apr 27, 2022 D/A Crescent Credit Solutions VIII Associates, LLC File 021-397331	$0	$0	$0 (est.)	None listed on this filing	EDGAR ↗
Apr 27, 2022 D/A Crescent Credit Solutions VIIIC (Solvency II), SCSp File 021-397320	$15,000,000 (est.)	$0 (est.)	$0 (est.)	Not applicable no CRD number reported via FENERA & PARTNERS SGR S.P.A Not applicable no CRD number reported via AMERIS CAPITAL S.A Not applicable no CRD number reported via Finamvest Partners Not applicable no CRD number reported via Compass Alternatives Not applicable no CRD number reported via Knights Gate Advisers Not applicable no CRD number reported via GreensLedge Capital Markets LLC (CRD 151026 ↗)	EDGAR ↗
Dec 16, 2016 D/A Crescent Mezzanine Partners VII, L.P. File 021-253436	$25,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via First Avenue Partners LLP None no CRD number reported via FAP USA, L.P. (CRD 145860 ↗) None no CRD number reported via MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD 7691 ↗) GREGORY JAMES LAWTON BrokerCheck CRD 5673953 ↗ via SEPULVEDA DISTRIBUTORS LLC (CRD 166535 ↗)	EDGAR ↗
Dec 16, 2016 D/A Crescent Mezzanine Partners VIIB, L.P. File 021-253438	$25,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via First Avenue Partners LLP None no CRD number reported via FAP USA, L.P. (CRD 145860 ↗) None no CRD number reported via MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD 7691 ↗) GREGORY JAMES LAWTON BrokerCheck CRD 5673953 ↗ via SEPULVEDA DISTRIBUTORS LLC (CRD 166535 ↗)	EDGAR ↗
Dec 16, 2016 D/A Crescent Mezzanine Partners VIIC, L.P. File 021-253440	$25,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via Baro Investment & Securities Co. Ltd. None no CRD number reported via FAP USA, L.P. (CRD 145860 ↗) None no CRD number reported via First Avenue Partners LLP None no CRD number reported via Leading Investment & Securities Co. Ltd. None no CRD number reported via MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD 7691 ↗) GREGORY JAMES LAWTON BrokerCheck CRD 5673953 ↗ via SEPULVEDA DISTRIBUTORS LLC (CRD 166535 ↗)	EDGAR ↗
Dec 16, 2016 D/A Crescent Mezzanine Partners VIIC (LTL), L.P. File 021-253441	$25,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via Baro Investment & Securities Co. Ltd. None no CRD number reported via FAP USA, L.P. (CRD 145860 ↗) None no CRD number reported via First Avenue Partners LLP None no CRD number reported via Leading Investment & Securities Co. Ltd. None no CRD number reported via MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD 7691 ↗) GREGORY JAMES LAWTON BrokerCheck CRD 5673953 ↗ via SEPULVEDA DISTRIBUTORS LLC (CRD 166535 ↗)	EDGAR ↗
Dec 16, 2016 D/A Crescent Mezzanine Partners VII (LTL), L.P. File 021-253442	$25,000,000 (est.)	$0 (est.)	$0 (est.)	None no CRD number reported via First Avenue Partners LLP None no CRD number reported via FAP USA, L.P. (CRD 145860 ↗) None no CRD number reported via MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD 7691 ↗) GREGORY JAMES LAWTON BrokerCheck CRD 5673953 ↗ via SEPULVEDA DISTRIBUTORS LLC (CRD 166535 ↗)	EDGAR ↗
Dec 16, 2016 D/A Crescent Mezzanine VII Associates, LLC File 021-253443	$0	$0	$0 (est.)	None listed on this filing	EDGAR ↗
Dec 16, 2016 D/A Crescent Mezzanine VII Associates (LTL), LLC File 021-253444	$0	$0	$0 (est.)	None listed on this filing	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 25

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

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions IXE (Senior Levered) Note Feeder, L.P.

Los Angeles, CA · Jul 8, 2026

Jul 8, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

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.

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions VII CV-A, L.P.

Los Angeles, CA · Dec 30, 2025

Dec 30, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions VII CV, L.P.

Los Angeles, CA · Dec 30, 2025

Dec 30, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions IX Co-Investment Fund, L.P.

Los Angeles, CA · Nov 21, 2025

Nov 21, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

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

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions IXD (Senior Unlevered), SCSp

Luxembourg, Luxembourg (as filed: N4) · Nov 1, 2024 → Nov 20, 2025 · 3 filings

Nov 20, 2025 · D/A · $160,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Oct 29, 2025 · D/A · $160,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $160M from 6 investors as of the latest filing. Jonathan is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions IXE (Senior Levered), SCSp

Luxembourg, Luxembourg (as filed: N4) · Nov 1, 2024 → Nov 20, 2025 · 3 filings

Nov 20, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Oct 29, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions IXC (Unlevered), SCSp

Luxembourg, Luxembourg (as filed: N4) · Nov 1, 2024 → Nov 20, 2025 · 3 filings

Nov 20, 2025 · D/A · $130,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Oct 29, 2025 · D/A · $130,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $130M from 2 investors as of the latest filing. Jonathan is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions IXB, SCSp

Luxembourg, Luxembourg (as filed: N4) · Nov 1, 2024 → Nov 20, 2025 · 3 filings

Nov 20, 2025 · D/A · $926,000,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Oct 29, 2025 · D/A · $926,000,000 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $926M 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

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions IXD (Senior Unlevered) Note Feeder, L.P.

Los Angeles, CA · Oct 24, 2025 → Nov 20, 2025 · 2 filings

Nov 20, 2025 · D/A · $15,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Oct 24, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $15M 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

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions IXB Feeder, L.P.

Los Angeles, CA · Nov 1, 2024 → Nov 20, 2025 · 3 filings

Nov 20, 2025 · D/A · $92,400,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Oct 29, 2025 · D/A · $92,400,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $92.4M from 7 investors as of the latest filing. Jonathan is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions IX, L.P.

Los Angeles, CA · Nov 1, 2024 → Nov 20, 2025 · 3 filings

Nov 20, 2025 · D/A · $346,500,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Oct 29, 2025 · D/A · $346,500,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 1, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $346.5M 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

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions VIIIB Note Feeder, LLC

Los Angeles, CA · Nov 9, 2021 → Nov 9, 2022 · 2 filings

Nov 9, 2022 · D/A · $78,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 9, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $78M 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

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions VIIIC (Solvency II) Bifurcated Note Feeder, LLC

Los Angeles, CA · Nov 9, 2021 → Nov 9, 2022 · 2 filings

Nov 9, 2022 · D/A · $105,882,353 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Nov 9, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $105.9M from 2 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions VIII Associates, LLC

Los Angeles, CA · Apr 27, 2021 → Apr 27, 2022 · 2 filings

Apr 27, 2022 · D/A · $51,150,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Apr 27, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $51.1M from 16 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions VIIIC (Solvency II), SCSp

Luxembourg, Luxembourg (as filed: N4) · Apr 27, 2021 → Apr 27, 2022 · 2 filings

Apr 27, 2022 · D/A · $468,882,353 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Apr 27, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $468.9M from 11 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions VIIIB, SCSp

Luxembourg, Luxembourg (as filed: N4) · Apr 27, 2021 → Apr 27, 2022 · 2 filings

Apr 27, 2022 · D/A · $1,763,200,000 sold of Indefinite · 22 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Apr 27, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.76B from 22 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions VIIIA-2, L.P.

Los Angeles, CA · Apr 27, 2021 → Apr 27, 2022 · 2 filings

Apr 27, 2022 · D/A · $556,100,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Apr 27, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $556.1M from 21 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Credit Solutions VIII, L.P.

Los Angeles, CA · Apr 27, 2021 → Apr 27, 2022 · 2 filings

Apr 27, 2022 · D/A · $470,450,000 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Apr 27, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $470.4M from 20 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Mezzanine Partners VII, L.P.

Los Angeles, CA · Dec 18, 2015 → Dec 16, 2016 · 2 filings

Dec 16, 2016 · D/A · $531,557,923 sold of Indefinite · 31 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Dec 18, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $531.6M from 31 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Mezzanine Partners VIIC, L.P.

Los Angeles, CA · Dec 18, 2015 → Dec 16, 2016 · 2 filings

Dec 16, 2016 · D/A · $1,959,100,000 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Dec 18, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.96B from 50 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Mezzanine Partners VIIB, L.P.

Los Angeles, CA · Dec 18, 2015 → Dec 16, 2016 · 2 filings

Dec 16, 2016 · D/A · $401,395,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Dec 18, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $401.4M 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

Pooled Investment Fund · group: Crescent

Crescent Mezzanine Partners VIIC (LTL), L.P.

Los Angeles, CA · Dec 18, 2015 → Dec 16, 2016 · 2 filings

Dec 16, 2016 · D/A · $375,500,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Dec 18, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $375.5M 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

Pooled Investment Fund · group: Crescent

Crescent Mezzanine Partners VII (LTL), L.P.

Los Angeles, CA · Dec 18, 2015 → Dec 16, 2016 · 2 filings

Dec 16, 2016 · D/A · $207,750,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Dec 18, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $207.8M from 7 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Mezzanine VII Associates (LTL), LLC

Los Angeles, CA · Dec 18, 2015 → Dec 16, 2016 · 2 filings

Dec 16, 2016 · D/A · $28,150,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Dec 18, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $28.1M from 6 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

Pooled Investment Fund · group: Crescent

Crescent Mezzanine VII Associates, LLC

Los Angeles, CA · Dec 18, 2015 → Dec 16, 2016 · 2 filings

Dec 16, 2016 · D/A · $40,700,000 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
Dec 18, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $40.7M from 32 investors as of the latest filing. Jonathan is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗

Sources

People around Jonathan 23

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

Management entity

Crescent Mezzanine VII, LLC

Promoter · 14 shared filings (7 issuers)

Crescent Mezzanine VII, LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Crescent Credit Solutions IX GP, S.a.r.l.

Promoter · 12 shared filings (4 issuers)

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

Management entity

Crescent Credit Solutions IX, LLC

Promoter · 7 shared filings (3 issuers)

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

Management entity

Crescent Credit Solutions VIII, LLC

Promoter · 6 shared filings (3 issuers)

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

Management entity

Crescent Credit Solutions VIII GP, S.a.r.l.

Promoter · 4 shared filings (2 issuers)

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

Management entity

Crescent Credit Solutions VIII Note Issuer, LLC

Promoter · 4 shared filings (2 issuers)

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

Management entity

Crescent Credit Solutions IX Note Issuer, LLC

Promoter · 3 shared filings (2 issuers)

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

Management entity

Crescent Credit Solutions VII CV, LLC

Promoter · 2 shared filings (2 issuers)

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

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

Person

Louis Lavoie

Executive Officer · 52 shared filings (25 issuers)

Louis Lavoie is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Joseph A. Kaufman

Executive Officer · 52 shared filings (25 issuers) · also on 1 other issuer

Joseph A. Kaufman is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Tyrone Chang

Executive Officer · 52 shared filings (25 issuers) · also on 7 other issuers

Tyrone Chang is on 32 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Christopher Wang

Executive Officer · 38 shared filings (18 issuers)

Christopher Wang is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Yev Kuznetsov

Executive Officer · 38 shared filings (18 issuers)

Yev Kuznetsov is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Kimberly Grant

Executive Officer · 38 shared filings (18 issuers)

Kimberly Grant is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Elizabeth Ko

Executive Officer · 37 shared filings (17 issuers)

Elizabeth Ko is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Christopher G. Wright

Executive Officer · 34 shared filings (20 issuers) · also on 3 other issuers

Christopher G. Wright is on 23 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Michael Sfez

Executive Officer · 34 shared filings (20 issuers)

Michael Sfez is on 20 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Jean-Marc Chapus

Executive Officer · 28 shared filings (14 issuers) · also on 22 other issuers

Jean-Marc Chapus is on 36 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

Mark Attanasio

Executive Officer · 28 shared filings (14 issuers) · also on 21 other issuers

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

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

Person

Mandy Brown

Executive Officer · 24 shared filings (11 issuers)

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

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

Person

Albert Lee

Executive Officer · 24 shared filings (11 issuers) · also on 5 other issuers

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

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

Person

Daniel R. Honeker

Executive Officer · 14 shared filings (7 issuers) · also on 1 other issuer

Daniel R. Honeker is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Person

M. Mark Albert

Executive Officer · 7 shared filings (7 issuers) · also on 1 other issuer

M. Mark Albert is on 8 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Sponsor group

Crescent

91 issuers · 205 filings · $303.39B reported sold · 2009–2026

CRESCENT CREDIT RISK SHARING LEVERED LP Pooled Investment Fund · 2026
CRESCENT LFG RATED NOTE FUND, LP Pooled Investment Fund · 2026
Crescent GPFS Collective, LP Pooled Investment Fund · 2026
Crescent GPFS Collective Blocker I, LLC Pooled Investment Fund · 2026
Crescent GPFS Collective Blocker II, LLC Pooled Investment Fund · 2026
Crescent Credit Solutions IXE (Senior Levered) Note Feeder, L.P. Pooled Investment Fund · 2026 · listed
LSP Lisbon (US) LLC Pooled Investment Fund · $7.55M sold · 2025
Eagle Crest Sports LLC Pooled Investment Fund · $2.81M sold · 2025
CP Crescent Private Lending Evergreen Levered Fund (Delaware) LP Pooled Investment Fund · $50K sold · 2026
Crescent Direct Lending Fund IV (Canada) LP Pooled Investment Fund · $670.5M sold · 2025
Crescent Direct Lending Fund IV (Cayman) LP Pooled Investment Fund · $1M sold · 2025
Crescent Direct Lending Fund IV (Ireland) LP Pooled Investment Fund · $522M sold · 2025
Crescent Direct Lending Levered Fund IV (Cayman) LP Pooled Investment Fund · $201M sold · 2025
Crescent Direct Lending Levered Fund IV (Ireland) LP Pooled Investment Fund · $521.2M sold · 2025
Crescent Direct Lending Levered Fund IV Note (Canada) LP Pooled Investment Fund · $110M sold · 2025
Crescent Direct Lending Fund IV Note Feeder LP Pooled Investment Fund · $435M sold · 2025
Crescent Direct Lending Levered Fund IV (Delaware) LP Pooled Investment Fund · $889.5M sold · 2025
Crescent Direct Lending Levered Fund IV (Canada) LP Pooled Investment Fund · $132.5M sold · 2025
Crescent Credit Solutions VII CV-A, L.P. Pooled Investment Fund · 2025 · listed
Crescent Credit Solutions VII CV, L.P. Pooled Investment Fund · 2025 · listed
Crescent GP Financing Solutions (Lux), SCSp Pooled Investment Fund · 2025
Crescent Credit Solutions IX Co-Investment Fund, L.P. Pooled Investment Fund · 2025 · listed
Crescent Credit Solutions IXB, SCSp Pooled Investment Fund · $926M sold · 2024 · listed
Crescent Credit Solutions IXB Feeder, L.P. Pooled Investment Fund · $92.4M sold · 2024 · listed
Crescent Credit Solutions IX, L.P. Pooled Investment Fund · $346.5M sold · 2024 · listed
Crescent Credit Solutions IXE (Senior Levered), SCSp Pooled Investment Fund · 2024 · listed
Crescent Credit Solutions IXC (Unlevered), SCSp Pooled Investment Fund · $130M sold · 2024 · listed
Crescent Credit Solutions IXD (Senior Unlevered), SCSp Pooled Investment Fund · $160M sold · 2024 · listed
Crescent Credit Solutions IXD (Senior Unlevered) Note Feeder, L.P. Pooled Investment Fund · $15M sold · 2025 · listed
CESL FLTAF LP Pooled Investment Fund · 2025
Crescent Direct Lending Fund IV Note Feeder (Fixed) LP Pooled Investment Fund · $50M sold · 2025
Crescent Direct Lending Levered Fund IV Note Feeder LP Pooled Investment Fund · $10M sold · 2025
Crescent Credit Opportunities Fund (Cayman), L.P. Pooled Investment Fund · $14.2M sold · 2020
Crescent Credit Opportunities Fund AIF SCSp Pooled Investment Fund · $120.3M sold · 2020
Crescent Credit Opportunities Fund, L.P. Pooled Investment Fund · $158.3M sold · 2020
CESL III Associates, LP Pooled Investment Fund · $900K sold · 2025
Crescent European Specialty Lending Fund III (Cayman - Levered) LP Pooled Investment Fund · $282.62B sold · 2023
Crescent European Specialty Lending Fund III (Delaware) LP Pooled Investment Fund · 2024
Crescent Private Credit Income Corp Pooled Investment Fund · 2023
Crescent Credit Solutions VIIIB Note Feeder, LLC Pooled Investment Fund · $78M sold · 2021 · listed
Crescent Credit Solutions VIIIC (Solvency II) Bifurcated Note Feeder, LLC Pooled Investment Fund · $105.9M sold · 2021 · listed
Crescent Credit Solutions VIII, L.P. Pooled Investment Fund · $470.4M sold · 2021 · listed
Crescent Credit Solutions VIIIB, SCSp Pooled Investment Fund · $1.76B sold · 2021 · listed
Crescent Credit Solutions VIIIA-2, L.P. Pooled Investment Fund · $556.1M sold · 2021 · listed
Crescent Credit Solutions VIII Associates, LLC Pooled Investment Fund · $51.1M sold · 2021 · listed
Crescent Credit Solutions VIIIC (Solvency II), SCSp Pooled Investment Fund · $468.9M sold · 2021 · listed
Crescent Direct Lending Fund III (Delaware) LP Pooled Investment Fund · $205M sold · 2021
Crescent Direct Lending Levered Fund III Note Feeder LP Pooled Investment Fund · $130M sold · 2021
Crescent Direct Lending Levered Fund III (Ireland) LP Pooled Investment Fund · $37.5M sold · 2021
Crescent Direct Lending Levered Fund III (Cayman) LP Pooled Investment Fund · $53.3M sold · 2021
Crescent Direct Lending Levered Fund III (Delaware) LP Pooled Investment Fund · $82M sold · 2021
Crescent Direct Lending Fund III (Canada) LP Pooled Investment Fund · $207.1M sold · 2021
Crescent Direct Lending Fund III Note Feeder LP Pooled Investment Fund · $125M sold · 2021
Crescent Direct Lending Fund III (Cayman) LP Pooled Investment Fund · 2021
Crescent Direct Lending Fund III (Ireland) LP Pooled Investment Fund · 2021
CESL II Associates, LLC Pooled Investment Fund · 2020
Crescent European Specialty Lending Fund II (Levered) LP Pooled Investment Fund · $26M sold · 2018
Crescent European Specialty Lending Fund II (Cayman-Levered) LP Pooled Investment Fund · $151M sold · 2018
Crescent European Specialty Lending Fund II (Cayman - Levered EUR) LP Pooled Investment Fund · 2019
CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC Pooled Investment Fund · $345.2M sold · 2009
CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND (CAYMAN), L.P. Pooled Investment Fund · $306M sold · 2009
Crescent Capital High Income Fund, L.P. Pooled Investment Fund · $585.7M sold · 2012
Crescent Capital High Income Fund B, L.P. Pooled Investment Fund · $1.28B sold · 2013
Crescent European Specialty Lending Fund II (Delaware) LP Pooled Investment Fund · 2018
Crescent European Specialty Loan Fund II (GBP) SCSp Pooled Investment Fund · 2018
Crescent European Specialty Loan Fund II SCSp Pooled Investment Fund · 2018
Crescent European Specialty Lending Fund II (Cayman) LP Pooled Investment Fund · 2018
Crescent Absolute Return Fund, LP Pooled Investment Fund · $261.9M sold · 2009
Crescent Absolute Return Fund, Ltd. Pooled Investment Fund · $25.7M sold · 2014
Crescent Direct Lending Fund II (Delaware), LP Pooled Investment Fund · $281M sold · 2017
Crescent Direct Lending Levered Fund II (Delaware), LP Pooled Investment Fund · $221M sold · 2017
Crescent Direct Lending Fund II (Cayman), LP Pooled Investment Fund · $5M sold · 2017
Crescent Direct Lending Levered Fund II (Cayman), LP Pooled Investment Fund · $93M sold · 2017
Crescent Mezzanine Partners VII, L.P. Pooled Investment Fund · $531.6M sold · 2015 · listed
Crescent Mezzanine Partners VIIC (LTL), L.P. Pooled Investment Fund · $375.5M sold · 2015 · listed
Crescent Mezzanine Partners VII (LTL), L.P. Pooled Investment Fund · $207.8M sold · 2015 · listed
Crescent Mezzanine Partners VIIB, L.P. Pooled Investment Fund · $401.4M sold · 2015 · listed
Crescent Mezzanine Partners VIIC, L.P. Pooled Investment Fund · $1.96B sold · 2015 · listed
Crescent Mezzanine VII Associates, LLC Pooled Investment Fund · $40.7M sold · 2015 · listed
Crescent Mezzanine VII Associates (LTL), LLC Pooled Investment Fund · $28.1M sold · 2015 · listed
Crescent Capital High Yield Fund, L.P. Pooled Investment Fund · $464.3M sold · 2009
CESL Special Partner LP Inc. Pooled Investment Fund · $68K sold · 2014
Crescent European Specialty Lending Fund For ERISA Plans LP Pooled Investment Fund · $85.3M sold · 2014
Crescent European Specialty Lending Fund (Levered) LP Pooled Investment Fund · $65.1M sold · 2014
Crescent European Specialty Lending Fund (Cayman-Levered) LP Pooled Investment Fund · $74.1M sold · 2014
Crescent European Specialty Lending Fund (Cayman) LP Pooled Investment Fund · $125.5M sold · 2014
Crescent Direct Lending SBIC Fund, L.P. Pooled Investment Fund · $75M sold · 2014
Crescent Direct Lending Levered Fund (Delaware), LP Pooled Investment Fund · 2014
Crescent Direct Lending Levered Fund (Cayman), LP Pooled Investment Fund · 2014
Crescent Direct Lending Fund, L.P. Pooled Investment Fund · $103M sold · 2013
Crescent Mezzanine Partners VI, L.P. Pooled Investment Fund · $2.83B sold · 2012

One team, 91 deal companies. Jonathan M. Marotta is listed on 25 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. Marotta.

Same business address

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

Global Defense & Security Select Fund Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2026
Venture Growth Select II Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2026
Vintage 2026 Private Investments Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2026
Vintage Private Equity 2026 Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2026
Park Street Asset Backed Finance Opportunities Fund I SCA SICAV-RAIF Luxembourg, N4 · 2026
Life Assets Trust S.A. - Compartment VIII Luxembourg, N4 · 2019
CD&R Fund XIII Private Investors Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2026
Arini Direct Lending Fund I SCSp Luxembourg, N4 · 2025
Ardian Access a sub-fund of ARDIAN Access Umbrella, S.C.A., SICAV Luxembourg, N4 · 2026
Lexington XI Private Investors Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2026
PineBridge Private Credit IV Offshore, SLP Luxembourg, N4 · 2025
Life Assets Trust S.A. - Compartment VII Luxembourg, N4 · 2017
Golub Capital Senior Loan Fund RAIF, SCSp Luxembourg, N4 · 2024
IIF Private Investors Offshore SICAV-RAIF S.A. Luxembourg, N4 · 2021
GTIF Private Investors Offshore SICAV-RAIF S.A. Luxembourg, N4 · 2022
LGT Global Private Equity S.A., SICAV-RAIF Luxembourg, N4 · 2023
LGT Global Private Equity Master S.C.SP. Luxembourg, N4 · 2024
LGT Global Private Credit SA, SICAV-RAIF Luxembourg, N4 · 2023
Crescent GP Financing Solutions (Lux), SCSp Luxembourg, N4 · 2025
Venture Growth Select Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2025
Trimontium Capital Solutions U.S. Feeder Fund LP Luxembourg, N4 · 2025
Trimontium Capital Solutions Master Fund SCA SICAV-RAIF Luxembourg, N4 · 2025
Trimontium Capital Solutions Feeder Fund SCA SICAV-RAIF Luxembourg, N4 · 2025
Vintage 2025 Private Investments Offshore SICAV-Raif S.C.Sp. Luxembourg, N4 · 2025
Credit Opportunities 2024 Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2025
Crescent Credit Opportunities Fund AIF SCSp Los Angeles, CA · 2020
Crescent Credit Opportunities Fund (Cayman), L.P. Los Angeles, CA · 2020
Crescent Credit Opportunities Fund, L.P. Los Angeles, CA · 2020
Global Impact Fund II SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2023
Lexington X Private Investors Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2022
CRC CRF V Europe - Sub-Fund I Luxembourg, N4 · 2021
Healthcare Innovation Fund IV Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2022
BX Growth II Private Investors Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2023
HPS SIP V Private Investors Offshore I SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2022
BREP X Private Investors Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2022
Chorus Capital Credit Fund IV USD SCSp - Series B Luxembourg, N4 · 2022
GP Bullhound Fund VI SCSp Luxembourg, N4 · 2022
GP Bullhound Fund VI Feeder SCSp Luxembourg, N4 · 2022
Next Gen Real Estate Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2022
KKR North America XIII Private Investors Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2022
Vintage 2021 Private Investments Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2021
EQT Infrastructure V Private Investors Offshore SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2021
Global Impact Fund SICAV-RAIF S.C.Sp. Luxembourg, N4 · 2021
Crescent Direct Lending Levered Fund III Note Feeder LP Los Angeles, CA · 2021
Crescent Direct Lending Levered Fund III (Ireland) LP Los Angeles, CA · 2021
Crescent Direct Lending Levered Fund III (Cayman) LP Los Angeles, CA · 2021
Crescent Direct Lending Levered Fund III (Delaware) LP Los Angeles, CA · 2021
Crescent Direct Lending Fund III (Canada) LP Los Angeles, CA · 2021
Crescent Direct Lending Fund III Note Feeder LP Los Angeles, CA · 2021
Crescent Direct Lending Fund III (Ireland) LP Los Angeles, CA · 2021

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

None of the 25 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 M. Marotta 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 25 issuers this person is listed on — nothing matched.

Public profiles and social

tcw.com ↗ found via Crescent Credit Solutions IXE (Senior Levered) Note Feeder, L.P. (tcw.com — same registered sponsor family (group "Crescent Direct", confidence 0.81); known from issuer CIK 1038400 (adv))

Websites and social links of the issuers Jonathan M. Marotta 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 (Los Angeles, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

tcw.com ↗ found on Crescent Credit Solutions IXE (Senior Levered) Note Feeder, L.P. (tcw.com — same registered sponsor family (group "Crescent Direct", confidence 0.81); known from issuer CIK 1038400 (adv))

Change history

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Jonathan M. Marotta

The short version

What the community is saying

Key records

1. Lawsuits

2. Regulatory actions

3. Bankruptcies

4. Differences between public sources

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

5. Money to insiders

Deals 25

People around Jonathan 23

The team behind the deals

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

Registrations and other filings

Business registration (state registry / Secretary of State)

Adviser registration (Form ADV)

Other offering types (Regulation A and Regulation Crowdfunding)

Public profiles and social

Look further

Found on the sponsor's own site

Social and web

Courts

Securities regulators

Business registries

Change history

Request a correction

Add a response

Monitor this person