PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:21 AM ET

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JONATHAN SHULKIN

Named as an officer, director or promoter on SEC Form D filings · IL, CA, NY, WA · Nov 7, 2013 → Aug 13, 2026

79deals (issuers)
$22.97Breported sold
3,631investors
117Form D filings
2013–2026years on file

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

The short version

JONATHAN SHULKIN is listed as an executive officer, director, and promoter on 117 SEC Form D filings by 79 issuers between Nov 2013 and Sep 2026. Largest by amount reported sold: Valor Compute Infrastructure L.P. (Chicago, IL — pooled investment fund — 2025–2026; $2.65B reported sold to 1,141 investors), Valor CI Blocker Feeder L.P. (Chicago, IL — pooled investment fund — 2025–2026; $2.65B reported sold to 102 investors), VALOR EQUITY PARTNERS VI-A L.P. (Chicago, IL — pooled investment fund — 2022–2024; $2.21B reported sold to 30 investors), VALOR EQUITY PARTNERS VI L.P. (Chicago, IL — pooled investment fund — 2022–2024; $2.21B reported sold to 400 investors), VALOR EQUITY PARTNERS VI-B L.P. (Chicago, IL — pooled investment fund — 2022–2024; $2.21B reported sold to 133 investors) and 74 more (all listed below).

What this means That is a lot of deals — 79 separate companies raised money with this person listed as executive officer, director, and promoter, over about 13 years. Across those companies the filings report $22.97B sold in total.

Listed alongside ANTONIO GRACIAS (85 shared filings), JUAN SABATER (84 shared filings), STEPHEN SWANSON (51 shared filings), ANNE DEAN (42 shared filings), VIVEK PATTIPATI (32 shared filings) and 91 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 3 sponsor groups: Atreides (129 issuers, $26.78B reported sold, 2015–2026), Humble (5 issuers, $594.1M reported sold, 2022–2026) and Old (2 issuers, $3.17M reported sold, 2013–2025).

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) — 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 117 public filings for JONATHAN SHULKIN and found 14 differences, 2 worth asking the sponsor about: 23 paid sellers are listed without a CRD number; 6 Form Ds were filed more than 15 days after the first sale; and more below.

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

What the community is saying

Community search for JONATHAN SHULKIN has not run yet — it is joining a line of 52,201 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, 2:16 AM ET.

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

2. Regulatory actions

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

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, 2:16 AM ET.

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

4. Differences between public sources

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

14 differences found between the filings for JONATHAN SHULKIN — 2 worth asking about (compared the newest 50 of 117 filings on Oct 24, 2026; older filings not covered)

Note · Sep 10, 2001 – Oct 18, 2001

Bankruptcy case: Buzza v. Chrysler Financial — filed Sep 10, 2001

United States Bankruptcy Court, N.D. Illinois docket "Buzza v. Chrysler Financial" filed Sep 10, 2001, closed Oct 18, 2001. Orazio Buzza (listed on the same filings) is listed as Plaintiff ("Buzza"). Our match estimate: 70%.

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

Sources
Worth asking · Mar 3, 2023 – Feb 11, 2026

23 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: UBS SWITZERLAND AG — VG 2.0 L.P. · Paid seller listed without a CRD number: Compass Group Global Advisors S.A. — VALOR ATREIDES AI I L.P. · Paid seller listed without a CRD number: UBS Switzerland AG — VALOR ATREIDES AI I L.P. · Paid seller listed without a CRD number: Compass Group Global Advisors S.A. — VALOR ATREIDES AI I-B L.P. · Paid seller listed without a CRD number: UBS Switzerland AG — VALOR ATREIDES AI I-B L.P. · and 18 more

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

Sources
Worth asking · Apr 10, 2023 – Apr 7, 2026

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

Form D filed 239 days after the first sale — Linus Technology OpCo, Inc. · Form D filed 77 days after the first sale — Fooda, Inc. · Form D filed 20 days after the first sale — Medici Brands, Inc. · Form D filed 25 days after the first sale — Baron App, Inc. · Form D filed 17 days after the first sale — Songfinch, Inc. · and 1 more

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

Sources
Note · Apr 10, 2023 – Jul 3, 2025

5 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 — Songfinch, Inc. (latest filing Jul 3, 2025) · No amendment in the last 12 months on an offering that may still be open — Linus Technology, Inc. (latest filing Aug 19, 2024) · No amendment in the last 12 months on an offering that may still be open — Baron App, Inc. (latest filing Mar 22, 2024) · No amendment in the last 12 months on an offering that may still be open — Fooda, Inc. (latest filing Nov 15, 2023) · No amendment in the last 12 months on an offering that may still be open — Daily Grabs Inc. (latest filing Apr 27, 2023)

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 · Mar 3, 2023 – Feb 5, 2026

5 offerings changed their target amount between filings

Offering amount changed between filings — VALOR ATREIDES AI I-B L.P. · Offering amount changed between filings — VALOR ATREIDES AI I L.P. · Offering amount changed between filings — VALOR EQUITY PARTNERS VI-B L.P. · Offering amount changed between filings — VALOR EQUITY PARTNERS VI L.P. · Offering amount changed between filings — VALOR EQUITY PARTNERS VI-A L.P.

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Sources
Note · Jan 14, 2025 – Feb 5, 2026

Minimum investment changed between filings — VALOR ATREIDES AI I-B L.P.

The Jan 14, 2025 filing lists a minimum of $0; the Feb 5, 2026 Form D/A lists $75,000.

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

Sources
Note · Jan 14, 2025 – Feb 5, 2026

Minimum investment changed between filings — VALOR ATREIDES AI I L.P.

The Jan 14, 2025 filing lists a minimum of $0; the Feb 5, 2026 Form D/A lists $50,000.

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

Sources
Note · Mar 3, 2022 – Nov 15, 2023

JONATHAN SHULKIN is written 2 different ways on the filings

listed as "Jonathan Shulkin" on 38 filings (from Mar 3, 2022), and "Jonathan K. Shulkin" on 18 filings (from Nov 15, 2023).

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

Sources
Note · Apr 27, 2023 – Mar 5, 2025

Industry group changed between filings — Daily Grabs Inc.

"Retailing" (Apr 27, 2023); then "Other" (Mar 5, 2025).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Sources
Note · May 10, 2024

Same name, different state: "Jonathan Shulkin" (MI) is a separate record

This page covers filings where the address state is IL or CA or NY or WA. A separate record, "Jonathan Shulkin" with address state MI, is listed on 1 filing — most recently by Curbside SOS, Inc. (May 10, 2024). Both records have filings in the same period (May 10, 2024).

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 · Mar 28, 2023

Same name, different state: "JONATHAN K. SHULKIN" (CT) is a separate record

This page covers filings where the address state is IL or CA or NY or WA. A separate record, "JONATHAN K. SHULKIN" with address state CT, is listed on 2 filings — most recently by LesserEvil LLC (Mar 28, 2023). Both records have filings in the same period (Mar 28, 2023).

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 25, 2022

Same name, different state: "Jonathan K. Shulkin" (MI) is a separate record

This page covers filings where the address state is IL or CA or NY or WA. A separate record, "Jonathan K. Shulkin" with address state MI, is listed on 1 filing — most recently by Skinny Butcher LLC (Jan 25, 2022). Both records have filings in the same period (Jan 25, 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 · Jan 25, 2022

Same name, different state: "Jonathan Shulkin" (NJ) is a separate record

This page covers filings where the address state is IL or CA or NY or WA. A separate record, "Jonathan Shulkin" with address state NJ, is listed on 1 filing — most recently by BOKKSU INC. (Jan 25, 2022). Both records have filings in the same period (Jan 25, 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 · Mar 3, 2022 – Sep 24, 2026

JONATHAN SHULKIN is listed with 2 different address states: IL, NY

IL on 50 filings (Mar 3, 2022 to Sep 24, 2026); NY on 6 filings (Aug 19, 2024 to Aug 31, 2026).

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

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 117 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

9 of 92 offerings report sales commissions totalling $8,109,998; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 24, 2026 D
Valor National Security Fund I-B L.P.
File 021-598800
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗EDGAR ↗
Sep 24, 2026 D
VALOR NATIONAL SECURITY FUND I L.P.
File 021-598801
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗EDGAR ↗
Aug 31, 2026 D
Medici Brands, Inc.
File 021-595865
$0$0$0None listed on this filingEDGAR ↗
Aug 26, 2026 D
VC SUMMIT FUND 3.0 L.P.
File 021-595473
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 21, 2026 D
MC VALOR SUMMIT 3.0 L.P.
File 021-595071
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to management fees and carried interest. Such management fees and carried interest are fully disclosed in the Issuer's confidential offering materials.
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗
EDGAR ↗
Aug 13, 2026 D
CV CONSORTIO FUND II L.P.
File 021-594029
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 1, 2026 D
VWR 1.0 L.P.
File 021-589312
$0 (est.)$0 (est.)$0
The General Partner is entitled to carried interest and the Investment Manager is entitled to a management fee. Such carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 15, 2026 D/A
Valor Compute Infrastructure L.P.
File 021-550096
$0 (est.)$0 (est.)$0
The Advisor is entitled to a management fee. Such management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 15, 2026 D/A
Valor CI Blocker Feeder L.P.
File 021-558976
$0 (est.)$0 (est.)$0
The Advisor is entitled to a management fee. Such management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 20, 2026 D
VCI INTERMEDIATE TOPCO 3 LLC
File 021-581177
$0 (est.)$0 (est.)$0
The Advisor is entitled to an administrative services fee. Such administrative services fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 7, 2026 D
Linus Technology OpCo, Inc.
File 021-579399
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2026 D
VG 2.0 L.P.
File 021-573309
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest. Such carried interest is fully disclosed in the Issuer's confidential offering materials.
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
UBS FINANCIAL SERVICES INC. BrokerCheck CRD 8174 ↗
UBS SWITZERLAND AG no CRD number reported
EDGAR ↗
Feb 10, 2026 D
VCI Intermediate TopCo 2 LLC
File 021-573191
$0 (est.)$0 (est.)$0
The Advisor is entitled to an administrative services fee. Such administrative services fee is fully disclosed in the Issuer's confidential offering materials.
Apollo Global Securities, LLC BrokerCheck CRD 153502 ↗EDGAR ↗
Feb 5, 2026 D/A
VALOR ATREIDES AI I L.P.
File 021-535188
$0 (est.)$0 (est.)$0
The general partners are entitled to carried interest and the investment advisors are entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
Jefferies LLC BrokerCheck CRD 2347 ↗
iCapital Markets LLC BrokerCheck CRD 118219 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Compass Group Global Advisors S.A. no CRD number reported
UBS Switzerland AG no CRD number reported
EDGAR ↗
Feb 5, 2026 D/A
VALOR ATREIDES AI I-B L.P.
File 021-535190
$0 (est.)$0 (est.)$0
The general partners are entitled to carried interest and the investment advisors are entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
Jefferies LLC BrokerCheck CRD 2347 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Compass Group Global Advisors S.A. no CRD number reported
UBS Switzerland AG no CRD number reported
EDGAR ↗
Jan 30, 2026 D/A
Cumulus Coffee Co
File 021-523570
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2026 D
VFT 1.0 L.P.
File 021-571230
$0 (est.)$0 (est.)$0
The General Partner is entitled to carried interest and the Investment Manager is entitled to a management fee. Such carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
VALOR EQUITY PARTNERS OPPORTUNITY FUND II L.P.
File 021-562880
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
Valor Equity Partners Opportunity Fund II-B L.P.
File 021-562881
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
Valor Equity Partners Opportunity Fund II-A L.P.
File 021-562884
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
VALOR EQUITY PARTNERS VII L.P.
File 021-562882
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
VALOR EQUITY PARTNERS VII-B L.P.
File 021-562883
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 3, 2025 D
VALOR EQUITY PARTNERS VII-A L.P.
File 021-562879
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 30, 2025 D
MC Valor Summit 2.0 L.P.
File 021-562602
$0$0$0 (est.)
The general partner is entitled to management fees and carried interest. Such management fees and carried interest are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 14, 2025 D
VCI INTERMEDIATE TOPCO 1 LLC
File 021-560681
$0 (est.)$0 (est.)$0
The Advisor is entitled to an administrative services fee. Such administrative services fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 10, 2025 D
VN 1.0 L.P.
File 021-557238
$0$0$0 (est.)
The general partner is entitled to carried interest and a management fee. Such carried interest and management fee is fully disclosed in the Issuer's agreement of limited partnership and confidential offering materials.
None listed on this filingEDGAR ↗
Aug 14, 2025 D
Fooda, Inc.
File 021-554771
$0$0$0None listed on this filingEDGAR ↗
Jul 31, 2025 D
Valor Access Fund 1.0 L.P.
File 021-553299
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
Jul 3, 2025 D
Songfinch, Inc.
File 021-550719
$0$0$0None listed on this filingEDGAR ↗
May 29, 2025 D
Medici Brands, Inc.
File 021-547502
$0$0$0None listed on this filingEDGAR ↗
May 14, 2025 D
KVSX I L.P.
File 021-545995
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 5, 2025 D
Daily Grabs Inc.
File 021-539986
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2025 D
Valor Seed 1.0 L.P.
File 021-536672
$0 (est.)$0 (est.)$0
The General Partner is entitled to carried interest and the Investment Manager is entitled to a management fee. Such carried interest and management fee are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 14, 2025 D
VALOR ATREIDES AI I-A L.P.
File 021-535192
$0 (est.)$0 (est.)$0
The general partners are entitled to carried interest and the investment advisors are entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 7, 2025 D
Baron App, Inc.
File 021-534503
$0$0$0None listed on this filingEDGAR ↗
Aug 19, 2024 D
Linus Technology, Inc.
File 021-521866
$0$0$0None listed on this filingEDGAR ↗
Aug 8, 2024 D
VALOR M33 VI FEEDER L.P.
File 021-520887
$0$0$0 (est.)
Issuer is organized as a feeder fund, investing directly in Valor M33 VI L.P. (Fund). The GP, which is GP of Issuer and Fund, is entitled to carried interest in its capacity as GP of Fund as is fully disclosed in Fund's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 22, 2024 D
Baron App, Inc.
File 021-508405
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2024 D/A
VALOR EQUITY PARTNERS VI-A L.P.
File 021-435790
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
FURTHER CAPITAL PARTNERS LTD. no CRD number reported
HMC ITAJUBA no CRD number reported
MATRIX JAPAN K.K. no CRD number reported
MORGAN STANLEY SMITH BARNEY, LLC BrokerCheck CRD 149777 ↗
SELINUS CAPITAL ADVISORS GMBH no CRD number reported
TENEO PARTNERS JAPAN LIMITED no CRD number reported
UBS SWITZERLAND AG no CRD number reported
EDGAR ↗
Mar 7, 2024 D/A
VALOR EQUITY PARTNERS VI L.P.
File 021-435789
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
FURTHER CAPITAL PARTNERS LTD. no CRD number reported
HMC ITAJUBA no CRD number reported
MATRIX JAPAN K.K. no CRD number reported
MORGAN STANLEY SMITH BARNEY, LLC BrokerCheck CRD 149777 ↗
SELINUS CAPITAL ADVISORS GMBH no CRD number reported
TENEO PARTNERS JAPAN LIMITED no CRD number reported
UBS SWITZERLAND AG no CRD number reported
EDGAR ↗
Mar 7, 2024 D/A
VALOR EQUITY PARTNERS VI-B L.P.
File 021-435791
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
FURTHER CAPITAL PARTNERS LTD. no CRD number reported
HMC ITAJUBA no CRD number reported
MATRIX JAPAN K.K. no CRD number reported
MORGAN STANLEY SMITH BARNEY, LLC BrokerCheck CRD 149777 ↗
SELINUS CAPITAL ADVISORS GMBH no CRD number reported
TENEO PARTNERS JAPAN LIMITED no CRD number reported
UBS SWITZERLAND AG no CRD number reported
EDGAR ↗
Mar 7, 2024 D
VALOR M33 VI L.P.
File 021-506985
$0$0$0 (est.)
The general partner is entitled to carried interest. Such carried interest is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 15, 2023 D
Fooda, Inc.
File 021-497363
$0$0$0None listed on this filingEDGAR ↗
Jun 5, 2023 D
Songfinch, Inc.
File 021-483312
$0$0$0None listed on this filingEDGAR ↗
Apr 27, 2023 D
Daily Grabs Inc.
File 021-480228
$0$0$0None listed on this filingEDGAR ↗
Apr 11, 2023 D
CV CONSORTIO FUND L.P.
File 021-478537
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Mar 3, 2023 D
Cumulus Coffee Co
File 021-474817
$0$0$0None listed on this filingEDGAR ↗
Feb 2, 2023 D
Logiwa Technology, Inc.
File 021-472455
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2022 D
VALOR EQUITY PARTNERS VI FEEDER L.P.
File 021-469309
$0$0$0 (est.)
The general partner is entitled to carried interest and the investment advisor is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 29, 2022 D
aescape, Inc.
File 021-466046
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2022 D
Thred Technologies, Inc.
File 021-465467
$0$0$0None listed on this filingEDGAR ↗
Oct 11, 2022 D/A
VALOR EQUITY PARTNERS OPPORTUNITY FUND I-B L.P.
File 021-417271
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
UBS SWITZERLAND AG no CRD number reported
FURTHER CAPITAL PARTNERS LTD. no CRD number reported
EDGAR ↗
Oct 11, 2022 D/A
VALOR EQUITY PARTNERS OPPORTUNITY FUND I-A L.P.
File 021-417268
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
UBS SWITZERLAND AG no CRD number reported
FURTHER CAPITAL PARTNERS LTD. no CRD number reported
EDGAR ↗
Oct 11, 2022 D/A
VALOR EQUITY PARTNERS OPPORTUNITY FUND I L.P.
File 021-417269
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
ABG, LLC BrokerCheck CRD 167190 ↗
ACERVUS SECURITIES, INC. BrokerCheck CRD 298058 ↗
MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗
UBS SWITZERLAND AG no CRD number reported
FURTHER CAPITAL PARTNERS LTD. no CRD number reported
EDGAR ↗
Apr 7, 2022 D
Square Roots Urban Growers, Inc.
File 021-440768
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2022 D
Trustworthy Co
File 021-440880
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2022 D
VALOR BLUE OCEAN HOLDINGS, LLC
File 021-440514
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 18, 2022 D
Voyage Foods Inc.
File 021-434184
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2021 D
keenwawa, inc.
File 021-425769
$0$0$0None listed on this filingEDGAR ↗
Oct 20, 2021 D
VALOR SIREN VENTURES II L.P.
File 021-417693
$0$0$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 20, 2021 D
VALOR SIREN VENTURES II-A L.P.
File 021-417694
$0$0$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 20, 2021 D
VALOR SIREN VENTURES II-B L.P.
File 021-417692
$0$0$0 (est.)
The general partner is entitled to carried interest and the investment adviser is entitled to a management fee. Such carried interest and management fees are fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 22, 2021 D
Roti Restaurants Inc.
File 021-396739
$0$0$0None listed on this filingEDGAR ↗
Apr 15, 2021 D
Doms Market Holdco Inc.
File 021-396052
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2021 D
VALOR M33 V L.P.
File 021-394662
$0$0$0 (est.)
The general partner is entitled to carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 23, 2021 D
Square Roots Urban Growers, Inc.
File 021-393120
$0$0$0None listed on this filingEDGAR ↗
Mar 5, 2021 D
VALOR EQUITY PARTNERS V FEEDER L.P.
File 021-391394
$0$0$0 (est.)
The general partner is entitled to carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 1, 2021 D
Daily Grabs Inc.
File 021-390823
$0$0$0None listed on this filingEDGAR ↗
Jul 10, 2020 D/A
VALOR EQUITY PARTNERS V-A L.P.
File 021-354312
$1,000,000 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗EDGAR ↗
Jul 10, 2020 D/A
VALOR EQUITY PARTNERS V L.P.
File 021-354311
$1,000,000 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗EDGAR ↗
Jul 10, 2020 D/A
VALOR EQUITY PARTNERS V-B L.P.
File 021-354313
$1,000,000 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest and a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗EDGAR ↗
Jun 16, 2020 D
Spero Foods, Inc.
File 021-369091
$0$0$0None listed on this filingEDGAR ↗
May 19, 2020 D
Doms Market Holdco Inc.
File 021-367228
$0$0$0None listed on this filingEDGAR ↗
Dec 26, 2019 D
Square Roots Urban Growers, Inc.
File 021-356395
$0$0$0None listed on this filingEDGAR ↗
Dec 5, 2019 D
Cove, PBC
File 021-354907
$0$0$0None listed on this filingEDGAR ↗
Aug 1, 2019 D
keenwawa, inc.
File 021-345596
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2019 D
VALOR SIREN VENTURES I-B L.P.
File 021-344711
$0 (est.)$0 (est.)$0 (est.)MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗EDGAR ↗
Jul 12, 2019 D
VALOR M33 IV L.P.
File 021-344101
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a performance allocation and a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
UBS SWITZERLAND AG no CRD number reportedEDGAR ↗
Jul 3, 2019 D
VALOR SIREN VENTURES I-A L.P.
File 021-343533
$0 (est.)$0 (est.)$0 (est.)MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗EDGAR ↗
Apr 2, 2019 D/A
VALOR SIREN VENTURES I L.P.
File 021-333920
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 7, 2018 D
VALOR GOPUFF CO-INVEST I L.P.
File 021-327441
$0$0$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION, WHICH WAS DISCLOSED IN THE CONFIDENTIAL OFFERING MATERIALS PROVIDED TO INVESTORS.
None listed on this filingEDGAR ↗
Nov 14, 2018 D
VALOR M33 III-A L.P.
File 021-325831
$1,280,000 (est.)$0$0 (est.)
THE INVESTMENT MANAGER IS ENTITLED TO A PERFORMANCE ALLOCATION AND A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗
MORGAN STANLEY BrokerCheck CRD 149777 ↗
via MORGAN STANLEY WEALTH MANAGEMENT
EDGAR ↗
Nov 14, 2018 D
VALOR M33 III L.P.
File 021-325832
$1,280,000 (est.)$0$0 (est.)
THE INVESTMENT MANAGER IS ENTITLED TO A PERFORMANCE ALLOCATION AND A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗
MORGAN STANLEY BrokerCheck CRD 149777 ↗
via MORGAN STANLEY WEALTH MANAGEMENT
EDGAR ↗
May 11, 2018 D
VALOR M33 II L.P.
File 021-312232
$0$0$0 (est.)
THE GENERAL PARTNER AND/OR ITS AFFILIATES ARE ENTITLED TO A CARRIED INTEREST AND A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE DISCUSSED IN THE ISSUER'S CONFIDENTIAL AGREEMENT OF LIMITED PARTNERSHIP.
None listed on this filingEDGAR ↗
May 4, 2018 D/A
VALOR EQUITY PARTNERS IV L.P.
File 021-286071
$1,445,893 (est.)$0 (est.)$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗EDGAR ↗
May 4, 2018 D/A
VALOR EQUITY PARTNERS IV-B L.P.
File 021-286074
$329,690 (est.)$0 (est.)$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗EDGAR ↗
May 4, 2018 D/A
VALOR EQUITY PARTNERS IV-A L.P.
File 021-286072
$74,415 (est.)$0 (est.)$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
MERCURY CAPITAL ADVISORS, LLC BrokerCheck CRD 152338 ↗EDGAR ↗
Sep 27, 2017 D
Fooda, Inc.
File 021-295474
$0$0$0None listed on this filingEDGAR ↗
Feb 23, 2016 D
Fooda, Inc.
File 021-257955
$0$0$0None listed on this filingEDGAR ↗
Jun 2, 2015 D/A
VALOR EQUITY PARTNERS III L.P.
File 021-205985
$700,000 (est.)$0 (est.)$0 (est.)
The general partner and/or its affiliates are entitled to a performance allocation and a management fee. The performance allocation and management fee are discussed in the Issuer's confidential offering materials.
GREENHILL & CO., LLC BrokerCheck CRD 40290 ↗
MOELIS & COMPANY LLC BrokerCheck CRD 145115 ↗
EDGAR ↗
Jun 2, 2015 D/A
VALOR EQUITY PARTNERS III-A L.P.
File 021-205986
$0$0$0 (est.)
The general partner and/or its affiliates are entitled to a performance allocation and a management fee. The performance allocation and management fee are discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 13, 2015 D
VALOR M33 L.P.
File 021-232083
$0 (est.)$0 (est.)$0 (est.)
The general partner and/or its affiliates are entitled to a carried interest and a management fee. The carried interest and management fee are discussed in the Issuer's confidential agreement of limited partnership.
None listed on this filingEDGAR ↗
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 79

Every issuer that named Jonathan Shulkin 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: Atreides

VALOR NATIONAL SECURITY FUND I L.P.

Chicago, IL · Sep 24, 2026
  • Sep 24, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

Valor National Security Fund I-B L.P.

Chicago, IL · Sep 24, 2026
  • Sep 24, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

Medici Brands, Inc.

New York, NY · May 29, 2025 → Aug 31, 2026 · 2 filings
  • Aug 31, 2026 · D · $270,920,144 sold of $381,925,350 · 45 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 29, 2025 · D · $74,999,714 sold of $74,999,714 · 15 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $270.9M from 45 investors (71% of the $381.9M target) 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Atreides

VC SUMMIT FUND 3.0 L.P.

Chicago, IL · Aug 26, 2026
  • Aug 26, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

MC VALOR SUMMIT 3.0 L.P.

Chicago, IL · Aug 21, 2026
  • Aug 21, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

CV CONSORTIO FUND II L.P.

Chicago, IL · Aug 13, 2026
  • Aug 13, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VWR 1.0 L.P.

Chicago, IL · Jul 1, 2026
  • Jul 1, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Investment Manager of the Issuer.) EDGAR ↗

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

Sources

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

Valor Compute Infrastructure L.P.

Chicago, IL · Jun 27, 2025 → May 15, 2026 · 2 filings
  • May 15, 2026 · D/A · $2,649,026,842 sold of Indefinite · 1,141 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Advisor of the Issuer.) EDGAR ↗
  • Jun 27, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Advisor of the Issuer.) EDGAR ↗

Raised $2.65B from 1,141 investors as of the latest filing. Jonathan is listed as executive officer, promoter 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(c) (8,096 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: Atreides

Valor CI Blocker Feeder L.P.

Chicago, IL · Sep 26, 2025 → May 15, 2026 · 2 filings
  • May 15, 2026 · D/A · $2,649,026,842 sold of Indefinite · 102 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Advisor of the Issuer.) EDGAR ↗
  • Sep 26, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Advisor of the Issuer.) EDGAR ↗

Raised $2.65B from 102 investors as of the latest filing. Jonathan is listed as executive officer, promoter 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(c) (8,096 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: Atreides

VCI INTERMEDIATE TOPCO 3 LLC

Chicago, IL · Apr 20, 2026
  • Apr 20, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Advisor of the Issuer.) EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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 · group: Humble

Linus Technology OpCo, Inc.

New York, NY · Apr 7, 2026
  • Apr 7, 2026 · D · $2,999,578 sold of $2,999,578 · 28 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $3M from 28 investors (100% of the $3M target) 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Atreides

VG 2.0 L.P.

Chicago, IL · Feb 11, 2026
  • Feb 11, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VCI Intermediate TopCo 2 LLC

Chicago, IL · Feb 10, 2026
  • Feb 10, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Advisor of the Issuer.) EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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: Atreides

VALOR ATREIDES AI I L.P.

Chicago, IL · Jan 14, 2025 → Feb 5, 2026 · 2 filings
  • Feb 5, 2026 · D/A · $758,695,000 sold of $758,695,000 · 664 investors · min. $50,000 · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Co-Investment Manager of the Issuer.) EDGAR ↗
  • Jan 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Co-Investment Manager of the Issuer.) EDGAR ↗

Raised $758.7M from 664 investors (100% of the $758.7M target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

VALOR ATREIDES AI I-B L.P.

Chicago, IL · Jan 14, 2025 → Feb 5, 2026 · 2 filings
  • Feb 5, 2026 · D/A · $758,695,000 sold of $758,695,000 · 63 investors · min. $75,000 · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Co-Investment Manager of the Issuer.) EDGAR ↗
  • Jan 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Co-Investment Manager of the Issuer.) EDGAR ↗

Raised $758.7M from 63 investors (100% of the $758.7M target) as of the latest filing. Jonathan is listed as executive officer, promoter 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

Cumulus Coffee Co

New York, NY · Mar 3, 2023 → Jan 30, 2026 · 3 filings
  • Jan 30, 2026 · D/A · $14,065,452 sold of $15,000,003 · 45 investors · min. No minimum reported · role: Director EDGAR ↗
  • Sep 10, 2024 · D · $10,029,355 sold of $15,000,003 · 30 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 3, 2023 · D · $19,081,368 sold of $20,281,356 · 23 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $19.1M from 45 investors (100% of the $15M target) 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Atreides

VFT 1.0 L.P.

Chicago, IL · Jan 27, 2026
  • Jan 27, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Investment Manager of the Issuer.) EDGAR ↗

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

Sources

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

Valor Equity Partners Opportunity Fund II-A L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR EQUITY PARTNERS VII-B L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR EQUITY PARTNERS VII L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

Valor Equity Partners Opportunity Fund II-B L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR EQUITY PARTNERS OPPORTUNITY FUND II L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR EQUITY PARTNERS VII-A L.P.

Chicago, IL · Nov 3, 2025
  • Nov 3, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

MC Valor Summit 2.0 L.P.

Chicago, IL · Oct 30, 2025
  • Oct 30, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VCI INTERMEDIATE TOPCO 1 LLC

Chicago, IL · Oct 14, 2025
  • Oct 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Advisor of the Issuer.) EDGAR ↗

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

Sources

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

VN 1.0 L.P.

Chicago, IL · Sep 10, 2025
  • Sep 10, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

Business Services

Fooda, Inc.

Chicago, IL · Feb 23, 2016 → Aug 14, 2025 · 4 filings
  • Aug 14, 2025 · D · $1,280,000 sold of $1,280,000 · 1 investors · min. $1 · role: Director EDGAR ↗
  • Nov 15, 2023 · D · $7,754,657 sold of $10,000,003 · 12 investors · min. $1 · role: Director EDGAR ↗
  • Sep 27, 2017 · D · $12,499,999 sold of $13,500,039 · 11 investors · min. No minimum reported · role: Director EDGAR ↗
  • Feb 23, 2016 · D · $5,930,178 sold of $10,000,000 · 13 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $12.5M from 13 investors (100% of the $1.28M target) 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: Business Services / 506(b) (965 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: Atreides

Valor Access Fund 1.0 L.P.

Chicago, IL · Jul 31, 2025
  • Jul 31, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

Songfinch, Inc.

Chicago, IL · Jun 5, 2023 → Jul 3, 2025 · 2 filings
  • Jul 3, 2025 · D · $1,916,817 sold of $4,499,662 · 19 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 5, 2023 · D · $9,499,588 sold of $9,499,588 · 8 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $17M from 23 investors (100% of the $4.5M target) 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: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Atreides

KVSX I L.P.

Chicago, IL · May 14, 2025
  • May 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

Daily Grabs Inc.

Toronto, Ontario, Canada (as filed: A6) · Mar 1, 2021 → Mar 5, 2025 · 3 filings
  • Mar 5, 2025 · D · $9,994,154 sold of $9,994,154 · 13 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 27, 2023 · D · $1,580,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 1, 2021 · D · $4,998,207 sold of Indefinite · 10 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $9.99M from 13 investors (100% of the $9.99M target) 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Atreides

Valor Seed 1.0 L.P.

Chicago, IL · Jan 29, 2025
  • Jan 29, 2025 · D · $0 sold of $40,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Investment Manager of the Issuer.) EDGAR ↗

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

Sources

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

VALOR ATREIDES AI I-A L.P.

Chicago, IL · Jan 14, 2025
  • Jan 14, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (Mr. Shulkin is a Co-President of the Co-Investment Manager of the Issuer.) EDGAR ↗

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

Sources

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

Baron App, Inc.

Chicago, IL · Mar 22, 2024 → Jan 7, 2025 · 2 filings
  • Jan 7, 2025 · D · $2,917,083 sold of $2,917,083 · 3 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 22, 2024 · D · $25,088,271 sold of $28,000,000 · 21 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $82.7M from 49 investors (100% of the $2.92M target) 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: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Retailing · group: Humble

Linus Technology, Inc.

New York, NY · Aug 19, 2024
  • Aug 19, 2024 · D · $7,500,000 sold of $8,250,000 · 4 investors · min. $160,000 · role: Director EDGAR ↗

Raised $7.5M from 4 investors (91% of the $8.25M target) 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: Retailing / 506(b) (959 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: Atreides

VALOR M33 VI FEEDER L.P.

Chicago, IL · Aug 8, 2024
  • Aug 8, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR M33 VI L.P.

Chicago, IL · Mar 7, 2024
  • Mar 7, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR EQUITY PARTNERS VI-A L.P.

Chicago, IL · Mar 3, 2022 → Mar 7, 2024 · 3 filings
  • Mar 7, 2024 · D/A · $2,214,878,000 sold of $2,214,878,000 · 30 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2023 · D/A · $1,483,658,000 sold of $2,000,000,000 · 24 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2022 · D · $0 sold of $2,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.21B from 30 investors (100% of the $2.21B target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

VALOR EQUITY PARTNERS VI L.P.

Chicago, IL · Mar 3, 2022 → Mar 7, 2024 · 3 filings
  • Mar 7, 2024 · D/A · $2,214,878,000 sold of $2,214,878,000 · 400 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2023 · D/A · $1,483,658,000 sold of $2,000,000,000 · 275 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2022 · D · $0 sold of $2,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.21B from 400 investors (100% of the $2.21B target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

VALOR EQUITY PARTNERS VI-B L.P.

Chicago, IL · Mar 3, 2022 → Mar 7, 2024 · 3 filings
  • Mar 7, 2024 · D/A · $2,214,878,000 sold of $2,214,878,000 · 133 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2023 · D/A · $1,483,658,000 sold of $2,000,000,000 · 103 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 3, 2022 · D · $0 sold of $2,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $2.21B from 133 investors (100% of the $2.21B target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

CV CONSORTIO FUND L.P.

Chicago, IL · Apr 11, 2023
  • Apr 11, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

Logiwa Technology, Inc.

Chicago, IL · Feb 2, 2023
  • Feb 2, 2023 · D · $26,374,963 sold of $26,374,963 · 9 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $26.4M from 9 investors (100% of the $26.4M target) 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: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS VI FEEDER L.P.

Chicago, IL · Dec 30, 2022
  • Dec 30, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

aescape, Inc.

New York, NY · Nov 29, 2022
  • Nov 29, 2022 · D · $33,702,128 sold of $34,053,716 · 25 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $33.7M from 25 investors (99% of the $34.1M target) 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: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Technology

Thred Technologies, Inc.

Seattle, WA · Nov 21, 2022
  • Nov 21, 2022 · D · $14,900,000 sold of $16,400,000 · 7 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $14.9M from 7 investors (91% of the $16.4M target) 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: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Atreides

VALOR EQUITY PARTNERS OPPORTUNITY FUND I L.P.

Chicago, IL · Oct 15, 2021 → Oct 11, 2022 · 2 filings
  • Oct 11, 2022 · D/A · $448,893,750 sold of $750,000,000 · 106 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 15, 2021 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $448.9M from 106 investors (60% of the $750M target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

VALOR EQUITY PARTNERS OPPORTUNITY FUND I-A L.P.

Chicago, IL · Oct 15, 2021 → Oct 11, 2022 · 2 filings
  • Oct 11, 2022 · D/A · $448,893,750 sold of $750,000,000 · 15 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 15, 2021 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $448.9M from 15 investors (60% of the $750M target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

VALOR EQUITY PARTNERS OPPORTUNITY FUND I-B L.P.

Chicago, IL · Oct 15, 2021 → Oct 11, 2022 · 2 filings
  • Oct 11, 2022 · D/A · $448,893,750 sold of $750,000,000 · 8 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Oct 15, 2021 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $448.9M from 8 investors (60% of the $750M target) as of the latest filing. Jonathan is listed as executive officer, promoter 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

Trustworthy Co

San Francisco, CA · Apr 7, 2022
  • Apr 7, 2022 · D · $14,915,504 sold of $14,999,990 · 7 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $14.9M from 10 investors (99% of the $15M target) 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other

Square Roots Urban Growers, Inc.

Brooklyn, NY · Dec 26, 2019 → Apr 7, 2022 · 3 filings
  • Apr 7, 2022 · D · $40,990,913 sold of $41,000,000 · 22 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 23, 2021 · D · $24,999,877 sold of $25,000,000 · 21 investors · min. No minimum reported · role: Director EDGAR ↗
  • Dec 26, 2019 · D · $19,082,781 sold of $19,082,781 · 35 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $41M from 35 investors (100% of the $41M target) 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund

VALOR BLUE OCEAN HOLDINGS, LLC

Chicago, IL · Apr 5, 2022
  • Apr 5, 2022 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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 Technology

Voyage Foods Inc.

Oakland, CA · Feb 18, 2022
  • Feb 18, 2022 · D · $0 sold of $36,000,000 · 0 investors · min. $50,000 · role: Director EDGAR ↗

Raised $23.5M from 9 investors (65% of the $36M target) 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: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Technology

keenwawa, inc.

San Francisco, CA · Aug 1, 2019 → Dec 20, 2021 · 2 filings
  • Dec 20, 2021 · D · $25,387,163 sold of $25,387,163 · 15 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Aug 1, 2019 · D · $41,659,433 sold of $41,659,433 · 14 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $41.7M from 15 investors (100% of the $25.4M target) as of the latest filing. Jonathan is listed as executive officer, director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Atreides

VALOR SIREN VENTURES II-A L.P.

Chicago, IL · Oct 20, 2021
  • Oct 20, 2021 · D · $100,000,000 sold of $400,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $100M (25% of the $400M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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: Atreides

VALOR SIREN VENTURES II L.P.

Chicago, IL · Oct 20, 2021
  • Oct 20, 2021 · D · $100,000,000 sold of $400,000,000 · 1 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $100M from 1 investor (25% of the $400M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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: Atreides

VALOR SIREN VENTURES II-B L.P.

Chicago, IL · Oct 20, 2021
  • Oct 20, 2021 · D · $100,000,000 sold of $400,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $100M (25% of the $400M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

Restaurants

Roti Restaurants Inc.

Chicago, IL · Apr 22, 2021
  • Apr 22, 2021 · D · $20,033,501 sold of $27,700,200 · 4 investors · min. $1 · role: Director EDGAR ↗

Raised $20.2M from 47 investors (73% of the $27.7M target) 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: Restaurants / 506(b) (639 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.

Retailing

Doms Market Holdco Inc.

Chicago, IL · May 19, 2020 → Apr 15, 2021 · 2 filings
  • Apr 15, 2021 · D · $14,928,919 sold of $14,999,905 · 16 investors · min. No minimum reported · role: Director EDGAR ↗
  • May 19, 2020 · D · $1,842,173 sold of $9,993,649 · 24 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $14.9M from 24 investors (100% of the $15M target) 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: Retailing / 506(b) (959 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: Atreides

VALOR M33 V L.P.

Chicago, IL · Apr 5, 2021
  • Apr 5, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR EQUITY PARTNERS V FEEDER L.P.

Chicago, IL · Mar 5, 2021
  • Mar 5, 2021 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR EQUITY PARTNERS V-B L.P.

Chicago, IL · Nov 26, 2019 → Jul 10, 2020 · 2 filings
  • Jul 10, 2020 · D/A · $1,015,990,000 sold of $1,250,000,000 · 20 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 26, 2019 · D · $0 sold of $1,250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $1.02B from 20 investors (81% of the $1.25B target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

VALOR EQUITY PARTNERS V-A L.P.

Chicago, IL · Nov 26, 2019 → Jul 10, 2020 · 2 filings
  • Jul 10, 2020 · D/A · $1,015,990,000 sold of $1,250,000,000 · 37 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 26, 2019 · D · $0 sold of $1,250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $1.02B from 37 investors (81% of the $1.25B target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

VALOR EQUITY PARTNERS V L.P.

Chicago, IL · Nov 26, 2019 → Jul 10, 2020 · 2 filings
  • Jul 10, 2020 · D/A · $1,015,990,000 sold of $1,250,000,000 · 128 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 26, 2019 · D · $0 sold of $1,250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $1.02B from 128 investors (81% of the $1.25B target) as of the latest filing. Jonathan is listed as executive officer, promoter 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

Spero Foods, Inc.

Oakland, CA · Jun 16, 2020
  • Jun 16, 2020 · D · $8,173,990 sold of $9,126,494 · 39 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $8.17M from 39 investors (90% of the $9.13M target) 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other

Cove, PBC

Venice, CA · Dec 5, 2019
  • Dec 5, 2019 · D · $5,000,000 sold of $12,000,000 · 1 investors · min. $1 · role: Director EDGAR ↗

Raised $5M from 1 investor (42% of the $12M target) 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: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Atreides

VALOR SIREN VENTURES I-B L.P.

Chicago, IL · Jul 19, 2019
  • Jul 19, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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: Atreides

VALOR M33 IV L.P.

Chicago, IL · Jul 12, 2019
  • Jul 12, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR SIREN VENTURES I-A L.P.

Chicago, IL · Jul 3, 2019
  • Jul 3, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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: Atreides

VALOR SIREN VENTURES I L.P.

Chicago, IL · Mar 1, 2019 → Apr 2, 2019 · 2 filings
  • Apr 2, 2019 · D/A · $100,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Mar 1, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $100M from 1 investor as of the latest filing. Jonathan is listed as executive officer, promoter 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(c) (8,096 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: Atreides

VALOR GOPUFF CO-INVEST I L.P.

Chicago, IL · Dec 7, 2018
  • Dec 7, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR M33 III L.P.

Chicago, IL · Nov 14, 2018
  • Nov 14, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR M33 III-A L.P.

Chicago, IL · Nov 14, 2018
  • Nov 14, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR M33 II L.P.

Chicago, IL · May 11, 2018
  • May 11, 2018 · D · $0 sold of $175,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

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

VALOR EQUITY PARTNERS IV-B L.P.

Chicago, IL · May 4, 2017 → May 4, 2018 · 2 filings
  • May 4, 2018 · D/A · $1,030,830,000 sold of $1,050,000,000 · 10 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • May 4, 2017 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $1.03B from 10 investors (98% of the $1.05B target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

VALOR EQUITY PARTNERS IV-A L.P.

Chicago, IL · May 4, 2017 → May 4, 2018 · 2 filings
  • May 4, 2018 · D/A · $1,030,830,000 sold of $1,050,000,000 · 38 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • May 4, 2017 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $1.03B from 38 investors (98% of the $1.05B target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

VALOR EQUITY PARTNERS IV L.P.

Chicago, IL · May 4, 2017 → May 4, 2018 · 2 filings
  • May 4, 2018 · D/A · $1,030,830,000 sold of $1,050,000,000 · 129 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • May 4, 2017 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $1.03B from 129 investors (98% of the $1.05B target) as of the latest filing. Jonathan is listed as executive officer, promoter 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

VALOR EQUITY PARTNERS III-A L.P.

Chicago, IL · Nov 7, 2013 → Jun 2, 2015 · 3 filings
  • Jun 2, 2015 · D/A · $477,225,000 sold of $477,225,000 · 46 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 7, 2014 · D/A · $54,290,000 sold of $350,000,000 · 45 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 7, 2013 · D · $0 sold of $350,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $477.2M from 46 investors (100% of the $477.2M target) as of the latest filing. Jonathan is listed as executive officer, promoter 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

VALOR EQUITY PARTNERS III L.P.

Chicago, IL · Nov 7, 2013 → Jun 2, 2015 · 3 filings
  • Jun 2, 2015 · D/A · $477,225,000 sold of $477,225,000 · 118 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 7, 2014 · D/A · $293,784,536 sold of $350,000,000 · 86 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗
  • Nov 7, 2013 · D · $0 sold of $350,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

Raised $477.2M from 118 investors (100% of the $477.2M target) as of the latest filing. Jonathan is listed as executive officer, promoter 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: Atreides

VALOR M33 L.P.

Chicago, IL · Jan 13, 2015
  • Jan 13, 2015 · D · $0 sold of $250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

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

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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 (4)

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

People around Jonathan 40

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

Management entity

Valor Management LLC

Promoter · 15 shared filings (11 issuers)

Valor Management LLC is on 11 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Valor CI Associates L.P.

Promoter, Executive Officer · 7 shared filings (5 issuers)

Valor CI Associates L.P. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Atreides Management, LP

Promoter · 5 shared filings (3 issuers) · also on 64 other issuers

Atreides Management, LP is on 67 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Valor AI Associates I L.P.

Executive Officer, Promoter · 5 shared filings (3 issuers)

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

Management entity

Atreides AI Associates I L.P.

Executive Officer, Promoter · 5 shared filings (3 issuers)

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

Management entity

Valor Seed 1.0 GP, LLC

Promoter · 1 shared filing (1 issuer)

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

Management entity

VFT 1.0 GP LLC

Promoter · 1 shared filing (1 issuer)

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

Management entity

VWR 1.0 GP LLC

Promoter · 1 shared filing (1 issuer)

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

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

ANTONIO GRACIAS

Executive Officer, Promoter, Director · 85 shared filings (61 issuers) · also on 21 other issuers

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

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

JUAN SABATER

Executive Officer, Promoter · 84 shared filings (60 issuers) · also on 2 other issuers

JUAN SABATER is on 62 issuers in total — a repeat sponsor. Their page lists every one.

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

STEPHEN SWANSON

Executive Officer, Promoter · 51 shared filings (38 issuers)

STEPHEN SWANSON is on 38 issuers in total — a repeat sponsor. Their page lists every one.

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

ANNE DEAN

Executive Officer, Promoter · 42 shared filings (35 issuers)

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

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

VIVEK PATTIPATI

Executive Officer, Promoter · 32 shared filings (20 issuers) · also on 1 other issuer

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

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

NANCY KOWALCZYK

Executive Officer, Promoter · 30 shared filings (26 issuers)

NANCY KOWALCZYK is on 26 issuers in total — a repeat sponsor. Their page lists every one.

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

TIMOTHY WATKINS

Executive Officer, Promoter · 30 shared filings (19 issuers)

TIMOTHY WATKINS is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

MICHAEL SOENEN

Executive Officer, Promoter · 18 shared filings (14 issuers)

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

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

DAVID OBRAND

Executive Officer, Promoter · 15 shared filings (11 issuers)

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

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

SAM TELLER

Executive Officer, Promoter · 11 shared filings (11 issuers)

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

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

Anne Marie Morley

Executive Officer, Promoter · 9 shared filings (9 issuers) · also on 7 other issuers

Anne Marie Morley is on 16 issuers in total — a repeat sponsor. Their page lists every one.

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

Peter Rahal

Director, Executive Officer · 6 shared filings (5 issuers) · also on 2 other issuers

Peter Rahal is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

David Finn

Executive Officer, Promoter · 5 shared filings (3 issuers) · also on 21 other issuers

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

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

Gavin Baker

Executive Officer, Promoter · 5 shared filings (3 issuers) · also on 42 other issuers

Gavin Baker is on 45 issuers in total — a repeat sponsor. Their page lists every one.

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

Laura Malone

Executive Officer, Promoter · 5 shared filings (3 issuers) · also on 27 other issuers

Laura Malone is on 30 issuers in total — a repeat sponsor. Their page lists every one.

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

SUSAN HASSAN

Director, Executive Officer, Promoter · 5 shared filings (4 issuers)

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

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

Vip Sandhir

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

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

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

Orazio Buzza

Executive Officer, Director, Promoter · 4 shared filings (1 issuer) · also on 2 other issuers

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

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

Adam Brotman

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

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

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

Tobias Peggs

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

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

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

Kimbal Musk

Executive Officer, Director · 3 shared filings (1 issuer)

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

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

Shraga Rosenzweig

Director · 3 shared filings (1 issuer)

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

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

Yisroel Rosenzweig

Executive Officer, Director · 3 shared filings (1 issuer)

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

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

Mesh Gelman

Executive Officer, Director · 3 shared filings (1 issuer)

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

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

Nigel Travis

Director · 3 shared filings (2 issuers)

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

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

George Matelich

Director · 3 shared filings (1 issuer)

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

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

Sam Yagan

Director · 2 shared filings (1 issuer) · also on 23 other issuers

Sam Yagan is on 24 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

Steven Galanis

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

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

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

William Pescatello

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

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

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

Suzanne Muchin

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

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

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

Dan Levitan

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

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

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

Donald G. Fitzgerald

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

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

The team behind the deals

Sponsor group

Atreides

129 issuers · 164 filings · $26.78B reported sold · 2015–2026

One team, 129 deal companies. Jonathan Shulkin is listed on 57 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 SHULKIN.

Sponsor group

Humble

5 issuers · 7 filings · $594.1M reported sold · 2022–2026

One team, 5 deal companies. Jonathan Shulkin is listed on 3 of them.

Sources

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

Sponsor group

Old

2 issuers · 8 filings · $3.17M reported sold · 2013–2025

One team, 2 deal companies. Jonathan Shulkin 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 SHULKIN.

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); 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)

A person is never an adviser firm. 11 of the 79 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): VWR 1.0 L.P., Valor Compute Infrastructure L.P., Valor CI Blocker Feeder L.P., VCI INTERMEDIATE TOPCO 3 LLC, VCI Intermediate TopCo 2 LLC, VALOR ATREIDES AI I-B L.P., VALOR ATREIDES AI I L.P., VFT 1.0 L.P., VCI INTERMEDIATE TOPCO 1 LLC, Valor Seed 1.0 L.P., VALOR ATREIDES AI I-A L.P..

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 SHULKIN 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 79 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jonathan Shulkin is listed on: none on file. No website or social profile named in VALOR SIREN VENTURES II-A L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #177,574 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 (Chicago, IL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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