PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:34 AM ET

Sponsor Check › Person

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Jonathan Morgan

Named as an officer, director or promoter on SEC Form D filings · Cayman Islands (as filed: E9) · Jun 10, 2014 → Jul 22, 2022

7deals (issuers)
$831.2Mreported sold
54investors
17Form D filings
2014–2022years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:31 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jonathan Morgan is listed as a director on 17 SEC Form D filings by 7 issuers between Jun 2014 and Jul 2022. Largest by amount reported sold: HOLLIS PARK OPPORTUNITIES FUND LTD (New York, NY — pooled investment fund — 2021; $320.4M reported sold to 19 investors), Hollis Park Offshore Liquidity Fund Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2019–2021; $201.7M reported sold to 12 investors), Hollis Park Liquidity Master Fund Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2019–2020; $134M reported sold to 1 investors), Hollis Park Alpha Fund Ltd. (George Town, Cayman Islands (as filed: E9) — pooled investment fund — 2021–2022; $122.3M reported sold to 12 investors), Agilon Capital Systematic Cayman Fund Ltd. (George Town, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2019–2022; $52.4M reported sold to 8 investors) and 2 more (all listed below).

What this means A repeat sponsor — 7 separate companies raised money with this person listed as director, over about 8 years. Across those companies the filings report $831.2M sold in total.

Listed alongside Hollis Park Partners LP (11 shared filings, management entity), Matt Auriemma (11 shared filings), Robert M. Coors (11 shared filings), T. Troy Dixon (11 shared filings), Joseph Francis Valentine (7 shared filings) and 8 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Jonathan. Each name links to their own page.

The issuers belong to 2 sponsor groups: Hollis Park (8 issuers, $1.09B reported sold, 2014–2023) and Agilon (2 issuers, $136.9M reported sold, 2019–2022).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 29 bankruptcy cases matching the name listed in Key records below.

What this means 29 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 17 public filings for Jonathan Morgan and found 11 differences, 2 worth asking the sponsor about: Form D filed 2,311 days after the first sale; Form D filed 123 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Jonathan Morgan has not run yet — it is joining a line of 56,691 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, 2:31 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 Morgan..

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

29 cases: 1 open, 28 closed (disposition not in docket feed)

Jonathan M. Morgan and Macon B. Morgan open
United States Bankruptcy Court, S.D. Mississippi · No. 26-50259 · Filed Feb 19, 2026
Role of Jonathan M. Morgan and Macon B. Morgan: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in MS (not a filing state)
Jonathan P. Morgan closed
United States Bankruptcy Court, M.D. Alabama · No. 25-10665 · Filed Jun 16, 2025 · Closed Sep 25, 2025
Role of Jonathan P. Morgan: Debtor · Outcome: Case closed 2025-09-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in AL (not a filing state)
Jonathan Morgan closed
United States Bankruptcy Court, M.D. Alabama · No. 22-10734 · Filed Jul 27, 2022 · Closed Oct 12, 2023
Role of Jonathan Morgan: Debtor · Outcome: Case closed 2023-10-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in AL (not a filing state)
Jonathan D. Morgan and Jamie M. Morgan closed
United States Bankruptcy Court, E.D. Kentucky · No. 19-50654 · Filed Apr 2, 2019 · Closed Jul 16, 2019
Role of Jonathan D. Morgan and Jamie M. Morgan: Debtor · Outcome: Case closed 2019-07-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in KY (not a filing state)
Jonathan G. Morgan closed
United States Bankruptcy Court, N.D. Illinois · No. 19-09520 · Filed Apr 2, 2019 · Closed Jul 11, 2019
Role of Jonathan G. Morgan: Debtor · Outcome: Case closed 2019-07-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in IL (not a filing state)
Jonathan E. Morgan closed
United States Bankruptcy Court, S.D. Ohio · No. 3:18-bk-32412 · Filed Aug 6, 2018 · Closed Dec 17, 2018
Role of Jonathan E. Morgan: Debtor · Outcome: Case closed 2018-12-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in OH (not a filing state)
Jonathan D Morgan and Renee N Morgan closed
United States Bankruptcy Court, W.D. Missouri · No. 16-20997 · Filed Nov 18, 2016 · Closed Mar 8, 2017
Role of Jonathan D Morgan and Renee N Morgan: Debtor · Outcome: Case closed 2017-03-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in MO (not a filing state)
Jonathan L. Morgan closed
United States Bankruptcy Court, S.D. Georgia · No. 15-42075 · Filed Dec 14, 2015 · Closed Jun 15, 2021
Role of Jonathan L. Morgan: Debtor · Outcome: Case closed 2021-06-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in GA (not a filing state)
Jonathan J Morgan closed
United States Bankruptcy Court, W.D. Kentucky · No. 15-33320 · Filed Oct 15, 2015 · Closed Dec 7, 2016
Role of Jonathan J Morgan: Debtor · Outcome: Case closed 2016-12-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in KY (not a filing state)
Jonathan D. Morgan closed
United States Bankruptcy Court, D. Massachusetts · No. 13-15831 · Filed Oct 1, 2013 · Closed Mar 11, 2019
Role of Jonathan D. Morgan: Debtor · Outcome: Case closed 2019-03-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in MA (not a filing state)
Jonathan B. Morgan and Elaine J. Morgan closed
United States Bankruptcy Court, E.D. Tennessee · No. 2:13-bk-51295 · Filed Jul 24, 2013 · Closed Dec 31, 2013
Role of Jonathan B. Morgan and Elaine J. Morgan: Debtor · Outcome: Case closed 2013-12-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in TN (not a filing state)
Jonathan S Morgan and Kelly M Morgan closed
United States Bankruptcy Court, S.D. Ohio · No. 1:13-bk-13300 · Filed Jul 12, 2013 · Closed Sep 4, 2015
Role of Jonathan S Morgan and Kelly M Morgan: Debtor · Outcome: Case closed 2015-09-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in OH (not a filing state)
Jonathan L Morgan closed
United States Bankruptcy Court, S.D. Georgia · No. 13-10872 · Filed May 15, 2013 · Closed May 8, 2017
Role of Jonathan L Morgan: Debtor · Outcome: Case closed 2017-05-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in GA (not a filing state)
JONATHAN R MORGAN closed
United States Bankruptcy Court, D. Nevada · No. 13-12907 · Filed Apr 5, 2013 · Closed Jul 12, 2013
Role of JONATHAN R MORGAN: Debtor · Outcome: Case closed 2013-07-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in NV (not a filing state)
Jonathan T Morgan closed
United States Bankruptcy Court, S.D. Iowa · No. 10-02731 · Filed May 27, 2010 · Closed Aug 25, 2010
Role of Jonathan T Morgan: Debtor · Outcome: Case closed 2010-08-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in IA (not a filing state)
Jonathan H. Morgan closed
United States Bankruptcy Court, W.D. Michigan · No. 09-06815 · Filed Jun 5, 2009 · Closed Oct 23, 2009
Role of Jonathan H. Morgan: Debtor · Outcome: Case closed 2009-10-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in MI (not a filing state)
Jonathan L Morgan closed
United States Bankruptcy Court, S.D. Georgia · No. 08-12221 · Filed Oct 10, 2008 · Closed May 6, 2010
Role of Jonathan L Morgan: Debtor · Outcome: Case closed 2010-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in GA (not a filing state)
Jonathan C Morgan and Doris Anne Morgan closed
United States Bankruptcy Court, N.D. Georgia · No. 07-42985 · Filed Nov 20, 2007 · Closed Feb 28, 2008
Role of Jonathan C Morgan and Doris Anne Morgan: Debtor · Outcome: Case closed 2008-02-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in GA (not a filing state)
Jonathan J. Morgan and Faith-Star J Morgan closed
United States Bankruptcy Court, S.D. Ohio · No. 3:07-bk-33203 · Filed Jul 26, 2007 · Closed Jun 26, 2008
Role of Jonathan J. Morgan and Faith-Star J Morgan: Debtor · Outcome: Case closed 2008-06-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in OH (not a filing state)
Jonathan A Morgan closed
United States Bankruptcy Court, D. New Jersey · No. 05-30242 · Filed Jun 20, 2005 · Closed Oct 20, 2005
Role of Jonathan A Morgan: Debtor · Outcome: Case closed 2005-10-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in NJ (not a filing state)
Jonathan J. Morgan and Pauline A. Morgan closed
United States Bankruptcy Court, D. Maine · No. 04-21558 · Filed Sep 29, 2004 · Closed Jan 19, 2005
Role of Jonathan J. Morgan and Pauline A. Morgan: Debtor · Outcome: Case closed 2005-01-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in ME (not a filing state)
Jonathan A. Morgan and Susan Morgan closed
United States Bankruptcy Court, E.D. Louisiana · No. 04-12066 · Filed Mar 24, 2004 · Closed Mar 24, 2005
Role of Jonathan A. Morgan and Susan Morgan: Debtor · Outcome: Case closed 2005-03-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in LA (not a filing state)
Jonathan D. Morgan and Rhonda L. Morgan closed
United States Bankruptcy Court, E.D. California · No. 01-94438 · Filed Nov 26, 2001 · Closed Nov 26, 2002
Role of Jonathan D. Morgan and Rhonda L. Morgan: Debtor · Outcome: Case closed 2002-11-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in CA (not a filing state)
Jonathan D. Morgan and Tammie R. Morgan closed
United States Bankruptcy Court, M.D. North Carolina · No. 01-51074 · Filed May 4, 2001 · Closed Aug 24, 2001
Role of Jonathan D. Morgan and Tammie R. Morgan: Debtor · Outcome: Case closed 2001-08-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in NC (not a filing state)
Jonathan K. Morgan closed
United States Bankruptcy Court, N.D. Texas · No. 99-38770 · Filed Dec 17, 1999 · Closed Apr 26, 2000
Role of Jonathan K. Morgan: Debtor · Outcome: Case closed 2000-04-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in TX (not a filing state)
Jonathan S. Morgan closed
United States Bankruptcy Court, M.D. Florida · No. 6:99-bk-04048 · Filed May 12, 1999 · Closed Sep 16, 1999
Role of Jonathan S. Morgan: Debtor · Outcome: Case closed 1999-09-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in FL (not a filing state)
Jonathan E. Morgan closed
United States Bankruptcy Court, D. Oregon · No. 97-64211 · Filed Jul 24, 1997 · Closed Nov 20, 1997
Role of Jonathan E. Morgan: Debtor · Outcome: Case closed 1997-11-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in OR (not a filing state)
Jonathan A. Morgan closed
United States Bankruptcy Court, N.D. California · No. 97-55199 · Filed Jun 20, 1997 · Closed Sep 26, 1997
Role of Jonathan A. Morgan: Debtor · Outcome: Case closed 1997-09-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in CA (not a filing state)
Jonathan T. Morgan closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 96-11127 · Filed Feb 9, 1996 · Closed May 20, 1996
Role of Jonathan T. Morgan: Debtor · Outcome: Case closed 1996-05-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 87 federal dockets); 8 people with this name in Form D filings; court in PA (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:31 AM ET.

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

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

4. Differences between public sources

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

11 differences found between the filings for Jonathan Morgan — 2 worth asking about (compared 17 filings on Oct 24, 2026)

Worth asking · Jan 1, 2015 – Apr 30, 2021

Form D filed 2,311 days after the first sale — HOLLIS PARK OPPORTUNITIES FUND LTD

The filing says the first sale was Jan 1, 2015. The Form D was filed Apr 30, 2021 — 2,311 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2,296 days past that.

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

Sources
Worth asking · Mar 1, 2019 – Jul 2, 2019

Form D filed 123 days after the first sale — Agilon Capital Systematic Cayman Fund Ltd.

The filing says the first sale was Mar 1, 2019. The Form D was filed Jul 2, 2019 — 123 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 108 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · May 22, 2014 – Jun 10, 2014

Form D filed 19 days after the first sale — Alpha Capture Offshore Fund Ltd.

The filing says the first sale was May 22, 2014. The Form D was filed Jun 10, 2014 — 19 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 4 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · May 22, 2014 – Jul 22, 2022

6 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 — Hollis Park Alpha Fund Ltd. (latest filing Jul 22, 2022) · No amendment in the last 12 months on an offering that may still be open — Agilon Capital Systematic Cayman Fund Ltd. (latest filing Jun 29, 2022) · No amendment in the last 12 months on an offering that may still be open — Hollis Park Offshore Liquidity Fund Ltd. (latest filing Jul 23, 2021) · No amendment in the last 12 months on an offering that may still be open — HOLLIS PARK OPPORTUNITIES FUND LTD (latest filing Jul 23, 2021) · No amendment in the last 12 months on an offering that may still be open — Hollis Park Liquidity Master Fund Ltd. (latest filing Oct 16, 2020) · and 1 more

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

Sources
Note · Oct 17, 2019 – Oct 16, 2020

Minimum investment changed between filings — Hollis Park Offshore Liquidity Fund Ltd.

The Oct 17, 2019 filing lists a minimum of $100,000; the Oct 16, 2020 Form D/A lists $5,000,000.

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

Sources
Note · Oct 17, 2019 – Oct 16, 2020

Minimum investment changed between filings — Hollis Park Liquidity Master Fund Ltd.

The Oct 17, 2019 filing lists a minimum of $100,000; the Oct 16, 2020 Form D/A lists $5,000,000.

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

Sources
Note · Mar 26, 2014 – Aug 21, 2026

Same name, different state: "Jonathan Morgan" (CT or NY) is a separate record

This page covers filings where the address state is E9. A separate record, "Jonathan Morgan" with address state CT or NY, is listed on 132 filings — most recently by SDP Flagship Offshore Fund, Ltd. (Sep 21, 2026). Both records have filings in the same period (Jun 10, 2014 to Jul 22, 2022).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Feb 5, 2013 – Jul 8, 2019

Same name, different state: "Jonathan Morgan" (TX) is a separate record

This page covers filings where the address state is E9. A separate record, "Jonathan Morgan" with address state TX, is listed on 25 filings — most recently by HAYMAN CAPITAL OFFSHORE PARTNERS L P (Jul 8, 2019). Both records have filings in the same period (Jun 10, 2014 to Jul 8, 2019).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Feb 25, 2014 – Feb 27, 2019

Same name, different state: "Jonathan Morgan" (D0) is a separate record

This page covers filings where the address state is E9. A separate record, "Jonathan Morgan" with address state D0, is listed on 6 filings — most recently by Pine Grove Offshore Fund Ltd. (Feb 27, 2019). Both records have filings in the same period (Jun 10, 2014 to Feb 27, 2019).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Feb 24, 2015

Same name, different state: "Jonathan T Morgan" (NH) is a separate record

This page covers filings where the address state is E9. A separate record, "Jonathan T Morgan" with address state NH, is listed on 1 filing — most recently by ESRC Holdings, LLC (Feb 24, 2015). Both records have filings in the same period (Feb 24, 2015).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Jan 3, 2011

Same name, different state: "Jonathan G. Morgan" (CA) is a separate record

This page covers filings where the address state is E9. A separate record, "Jonathan G. Morgan" with address state CA, is listed on 1 filing — most recently by Applied Science, Inc. (Jan 3, 2011). The two records do not overlap in time: this page runs Jun 10, 2014 to Jul 22, 2022; the other has one filing dated Jan 3, 2011.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
What is compared

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

5. Money to insiders

None reported on 7 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 22, 2022 D/A
Hollis Park Alpha Fund Ltd.
File 021-399094
$0$0$0None listed on this filingEDGAR ↗
Jun 29, 2022 D/A
Agilon Capital Systematic Cayman Fund Ltd.
File 021-343283
$0$0$0None listed on this filingEDGAR ↗
Jul 23, 2021 D/A
Hollis Park Offshore Liquidity Fund Ltd.
File 021-351306
$0$0$0None listed on this filingEDGAR ↗
Jul 23, 2021 D/A
HOLLIS PARK OPPORTUNITIES FUND LTD
File 021-397745
$0$0$0None listed on this filingEDGAR ↗
May 12, 2021 D
Hollis Park Alpha Master Fund Ltd.
File 021-399121
$0$0$0
Does not include any ongoing incentive arrangements or management fees paid to the Investment Manager under the operating documents.
None listed on this filingEDGAR ↗
Oct 16, 2020 D/A
Hollis Park Liquidity Master Fund Ltd.
File 021-351299
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2015 D/A
Alpha Capture Offshore Fund Ltd.
File 021-218833
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 7

Every issuer that named Jonathan Morgan 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: Hollis Park

Hollis Park Alpha Fund Ltd.

George Town, Cayman Islands (as filed: E9) · May 12, 2021 → Jul 22, 2022 · 3 filings
  • Jul 22, 2022 · D/A · $122,260,000 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Jul 23, 2021 · D/A · $114,510,000 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • May 12, 2021 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $122.3M from 12 investors as of the latest filing. Jonathan is listed as director on 3 filings for this deal.

Sources

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

Agilon Capital Systematic Cayman Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jul 2, 2019 → Jun 29, 2022 · 4 filings
  • Jun 29, 2022 · D/A · $52,385,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 2, 2021 · D/A · $52,385,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 2, 2020 · D/A · $45,335,000 sold of Indefinite · 7 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jul 2, 2019 · D · $25,335,000 sold of Indefinite · 6 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $52.4M from 8 investors as of the latest filing. Jonathan is listed as director on 4 filings for this deal.

Sources

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

Hollis Park Offshore Liquidity Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 17, 2019 → Jul 23, 2021 · 3 filings
  • Jul 23, 2021 · D/A · $201,660,000 sold of Indefinite · 12 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 16, 2020 · D/A · $134,010,000 sold of Indefinite · 9 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 17, 2019 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

Raised $201.7M from 12 investors as of the latest filing. Jonathan is listed as director on 3 filings for this deal.

Sources

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

HOLLIS PARK OPPORTUNITIES FUND LTD

New York, NY · Apr 30, 2021 → Jul 23, 2021 · 2 filings
  • Jul 23, 2021 · D/A · $320,445,504 sold of Indefinite · 19 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 30, 2021 · D · $315,445,504 sold of Indefinite · 19 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $320.4M from 19 investors as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund · group: Hollis Park

Hollis Park Alpha Master Fund Ltd.

George Town, Cayman Islands (as filed: E9) · May 12, 2021
  • May 12, 2021 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Director EDGAR ↗

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

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: Hollis Park

Hollis Park Liquidity Master Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 17, 2019 → Oct 16, 2020 · 2 filings
  • Oct 16, 2020 · D/A · $134,010,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Oct 17, 2019 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Director EDGAR ↗

Raised $134M from 1 investor as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Sources

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

Pooled Investment Fund

Alpha Capture Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jun 10, 2014 → Jun 9, 2015 · 2 filings
  • Jun 9, 2015 · D/A · $485,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 10, 2014 · D · $485,000 sold of Indefinite · 2 investors · min. $100,000 · role: Director EDGAR ↗

Raised $485K from 2 investors as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Sources

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

Other pages with the same name (7)

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

  • Jonathan Morgan — CT, NY, 30 issuers, Mar 26, 2014 → Aug 21, 2026 · no shared issuer
  • Jonathan Morgan — TX, 7 issuers, Feb 5, 2013 → Jul 8, 2019 · no shared issuer
  • Jonathan G. Morgan — CA, 1 issuer, Jan 3, 2011 → Jan 3, 2011 · no shared issuer
  • Jonathan Morgan — Bermuda (as filed: D0), 1 issuer, Feb 25, 2014 → Feb 27, 2019 · no shared issuer
  • Jonathan T Morgan — NH, 1 issuer, Feb 24, 2015 → Feb 24, 2015 · no shared issuer
  • Jonathan Morgan — FL, 1 issuer, Dec 10, 2019 → Feb 4, 2020 · no shared issuer
  • Jonathan Morgan — PA, 1 issuer, Nov 7, 2019 → Jul 19, 2024 · no shared issuer

People around Jonathan 13

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

Management entity

Hollis Park Partners LP

Promoter · 11 shared filings (5 issuers) · also on 3 other issuers

Hollis Park Partners LP is on 8 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Craven Incapture Investments LLC

Promoter · 1 shared filing (1 issuer)

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

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

Matt Auriemma

Director · 11 shared filings (5 issuers) · also on 109 other issuers

Matt Auriemma is on 114 issuers in total — a repeat sponsor. Their page lists every one.

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

T. Troy Dixon

Executive Officer, Director · 11 shared filings (5 issuers) · also on 2 other issuers

T. Troy Dixon is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert M. Coors

Executive Officer · 11 shared filings (5 issuers) · also on 3 other issuers

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

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

Joseph Francis Valentine

Executive Officer · 7 shared filings (3 issuers) · also on 3 other issuers

Joseph Francis Valentine is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

David Horowitz

Director · 4 shared filings (1 issuer) · also on 7 other issuers

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

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

Salil Gokhale

Executive Officer · 4 shared filings (2 issuers)

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

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

Michael McDonald

Director · 2 shared filings (1 issuer) · also on 96 other issuers

Michael McDonald is on 97 issuers in total — a repeat sponsor. Their page lists every one.

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

Scott Craven Jones

Director · 2 shared filings (1 issuer) · also on 31 other issuers

Scott Craven Jones is on 32 issuers in total — a repeat sponsor. Their page lists every one.

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

Will Britten

Director · 2 shared filings (1 issuer)

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

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

Taranjit S Sabharwal

Executive Officer · 2 shared filings (1 issuer) · also on 3 other issuers

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

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

Michael McDonarld

Director · 2 shared filings (1 issuer)

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

The team behind the deals

Sponsor group

Hollis Park

8 issuers · 29 filings · $1.09B reported sold · 2014–2023

One team, 8 deal companies. Jonathan Morgan is listed on 5 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 Morgan.

Sponsor group

Agilon

2 issuers · 8 filings · $136.9M reported sold · 2019–2022

One team, 2 deal companies. Jonathan Morgan 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 Morgan.

Same business address

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

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

None of the 7 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Jonathan Morgan by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 7 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jonathan Morgan is listed on: none on file. No website or social profile named in HOLLIS PARK OPPORTUNITIES FUND LTD's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #185,338 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Change history

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