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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:50 AM ET

Sponsor Check › Person

MJ

Matthew Jackson

Named as an officer, director or promoter on SEC Form D filings · NY · Jan 13, 2015 → Jan 6, 2020

2deals (issuers)
$37.9Mreported sold
251investors
8Form D filings
2015–2020years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:33 AM ET · SEC enforcement last checked: not yet

The short version

Matthew Jackson is listed as an executive officer on 8 SEC Form D filings by 2 issuers between Jan 2015 and Jan 2020: AG Funds Cityplace REIT Corp. (New York, NY — reits and finance — 2015–2020; $37.8M reported sold to 126 investors) and AGR IX 131 Dearborn REIT Corp. (New York, NY — reits and finance — 2016; $125K reported sold to 125 investors).

What this means 2 separate companies raised money with this person listed as executive officer, over about 5 years. Across those companies the filings report $37.9M sold in total.

Listed alongside Adam Schwartz (8 shared filings), Allan Sternberg (8 shared filings), Bruce Stachenfeld (8 shared filings), Christina Lyndon (8 shared filings), Christopher M. Oka (8 shared filings) and 18 others.

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

All 2 issuers belong to the sponsor group Tpg (735 issuers, $222.54B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Tpg has 735 companies on file and $222.54B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), state securities regulators (AZ, CA, DE, TX, WA) — 2 bankruptcy cases matching the name listed in Key records below. Not yet searched: SEC enforcement releases.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

What the community is saying

Nothing found on Reddit, BiggerPockets or community forums for high-net-worth investors (searched Oct 24, 2026) — search queued; this line updates when it has run.

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

Key records

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

1. Lawsuits

None found in sources searched

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 2:33 AM ET.

State courts: not yet searched. 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

Not yet searched

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. — not yet searched.

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

No SEC search has run yet for this person.

3. Bankruptcies

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

Matthew G Jackson closed
United States Bankruptcy Court, N.D. New York · No. 15-11619 · Filed Jul 31, 2015 · Closed Nov 17, 2020
Role of Matthew G Jackson: Debtor · Outcome: Case closed 2020-11-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 215 federal dockets); 6 people with this name in Form D filings; court in the person's filing state (NY)
Matthew D. Jackson and Mandy L. Mallory-Jackson closed
United States Bankruptcy Court, N.D. New York · No. 14-10945 · Filed Apr 30, 2014 · Closed Aug 27, 2014
Role of Matthew D. Jackson and Mandy L. Mallory-Jackson: Debtor · Outcome: Case closed 2014-08-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 215 federal dockets); 6 people with this name in Form D filings; court in the person's filing state (NY)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:33 AM ET.

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

State courts: not yet searched. 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

Not made for individual people — comparisons cover issuers and sponsor groups

5. Money to insiders

1 of 2 offerings reports sales commissions totalling $6,250; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 6, 2020 D/A
AG Funds Cityplace REIT Corp.
File 021-232070
$0$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 27, 2016 D
AGR IX 131 Dearborn REIT Corp.
File 021-277063
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
How this is counted

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

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

Deals 2

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

AF
REITS and Finance · group: Tpg

AG Funds Cityplace REIT Corp.

New York, NY · Jan 13, 2015 → Jan 6, 2020 · 7 filings
  • Jan 6, 2020 · D/A · $42,838 sold of Indefinite · 126 investors · min. $1,000 · role: Executive Officer (Mr. Jackson is Vice President and Assistant Secretary.) EDGAR ↗
  • Jan 8, 2019 · D/A · $2,500,000 sold of Indefinite · 126 investors · min. $1,000 · role: Executive Officer (Mr. Jackson is Vice President and Assistant Secretary.) EDGAR ↗
  • Jan 8, 2018 · D/A · $36,000,000 sold of Indefinite · 126 investors · min. $1,000 · role: Executive Officer (Mr. Jackson is Vice President and Assistant Secretary.) EDGAR ↗
  • Jan 8, 2018 · D/A · $36,000,000 sold of Indefinite · 126 investors · min. $1,000 · role: Executive Officer (Mr. Jackson is Vice President and Assistant Secretary.) EDGAR ↗
  • Jan 6, 2017 · D/A · $37,800,000 sold of Indefinite · 126 investors · min. $1,000 · role: Executive Officer (Mr. Jackson is Vice President and Assistant Secretary.) EDGAR ↗
  • Jan 12, 2016 · D/A · $31,618,717 sold of Indefinite · 125 investors · min. $1,000 · role: Executive Officer (Mr. Jackson is Vice President and Assistant Secretary.) EDGAR ↗
  • Jan 13, 2015 · D · $125,000 sold of Indefinite · 125 investors · min. $1,000 · role: Executive Officer (Mr. Jackson is Vice President and Assistant Secretary.) EDGAR ↗

Raised $37.8M from 126 investors as of the latest filing. Matthew is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 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.

AI
REITS and Finance · group: Tpg

AGR IX 131 Dearborn REIT Corp.

New York, NY · Dec 27, 2016
  • Dec 27, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President and Assistant Secretary) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Matthew is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 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 (5)

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

  • Matthew Taylor Jackson — CA, 2 issuers, Oct 16, 2009 → Apr 26, 2011 · no shared issuer
  • Matthew Jackson — Guernsey (as filed: Y7), 2 issuers, Mar 22, 2023 → Nov 27, 2024 · no shared issuer
  • Matthew Jackson — TX, 2 issuers, Apr 24, 2023 → Jul 16, 2024 · no shared issuer
  • Matthew Jackson — UT, 2 issuers, Feb 13, 2025 → Feb 12, 2026 · no shared issuer
  • Matthew David Jackson — KS, 1 issuer, Oct 11, 2011 → Oct 11, 2011 · no shared issuer

People around Matthew 23

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

DR
Person

Dana G. Roffman

Executive Officer · 8 shared filings (2 issuers)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

AS
Person

Adam Schwartz

Executive Officer, Director · 8 shared filings (2 issuers) · also on 254 other issuers

Adam Schwartz is on 256 issuers in total — a repeat sponsor. Their page lists every one.

MG
Person

Michael L. Gordon

Executive Officer, Director · 8 shared filings (2 issuers) · also on 142 other issuers

Michael L. Gordon is on 144 issuers in total — a repeat sponsor. Their page lists every one.

KW
Person

Kirk Wickman

Executive Officer, Director · 8 shared filings (2 issuers) · also on 143 other issuers

Kirk Wickman is on 145 issuers in total — a repeat sponsor. Their page lists every one.

FW
Person

Forest Wolfe

Executive Officer, Director · 8 shared filings (2 issuers) · also on 107 other issuers

Forest Wolfe is on 109 issuers in total — a repeat sponsor. Their page lists every one.

GS
Person

Gregory Shalette

Executive Officer · 8 shared filings (2 issuers) · also on 12 other issuers

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

BS
Person

Bruce Stachenfeld

Executive Officer · 8 shared filings (2 issuers)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

DR
Person

Daniel Rudin

Executive Officer · 8 shared filings (2 issuers) · also on 5 other issuers

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

CL
Person

Christina Lyndon

Executive Officer · 8 shared filings (2 issuers)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

AS
Person

Allan Sternberg

Executive Officer · 8 shared filings (2 issuers)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

SW
Person

Steven G. White

Executive Officer · 8 shared filings (2 issuers)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

CO
Person

Christopher M. Oka

Executive Officer · 8 shared filings (2 issuers)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

FS
Person

Frank Stadelmaier

Executive Officer, Director · 7 shared filings (2 issuers) · also on 241 other issuers

Frank Stadelmaier is on 243 issuers in total — a repeat sponsor. Their page lists every one.

LF
Person

Louis Fridel

Executive Officer · 7 shared filings (1 issuer)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

RL
Person

Reid Liffman

Executive Officer · 7 shared filings (1 issuer)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

RK
Person

Ryan Klenovich

Executive Officer · 6 shared filings (2 issuers)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

MM
Person

Mark Maduras

Executive Officer · 4 shared filings (1 issuer) · also on 12 other issuers

Mark Maduras is on 13 issuers in total — a repeat sponsor. Their page lists every one.

MC
Person

Michael Chang

Executive Officer · 4 shared filings (2 issuers) · also on 4 other issuers

Michael Chang is on 6 issuers in total — a repeat sponsor. Their page lists every one.

WA
Person

William Abbate

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

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

JW
Person

Joseph Wekselblatt

Executive Officer, Director · 1 shared filing (1 issuer) · also on 65 other issuers

Joseph Wekselblatt is on 66 issuers in total — a repeat sponsor. Their page lists every one.

JA
Person

John M. Angelo

Executive Officer, Director · 1 shared filing (1 issuer) · also on 68 other issuers

John M. Angelo is on 69 issuers in total — a repeat sponsor. Their page lists every one.

LF
Person

Louis Friedel

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

RL
Person

Reid Liffmann

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Matthew Jackson. Their page shows their other deals.

The team behind the deals

T
Sponsor group

Tpg

735 issuers · 2162 filings · $222.54B reported sold · 2009–2026

One team, 735 deal companies. Matthew Jackson is listed on 2 of them.

Sources

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

Same business address

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

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

Registrations and other filings

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

Look further

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

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Courts

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

Securities regulators

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

Business registries

New York Secretary of State business search ↗OpenCorporates ↗

Change history

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