Investor · Whitehall, OH

Beverly J. Donaldson

Open Beverly in the network graph →

Filings

27

SEC Form D

Connections

107

co-filers

Capital

$58.4M

across filings

Active

Oct 2017

to Aug 2025

Most-connected co-filers (107)

William J. Schottenstein · Whitehall, OH25 shared Brian D. Jones · New York, NY22 shared Brian L. Nygaard · New York, NY22 shared Ronan C. Cunningham · Boston, MA22 shared Montgomery J. Lang · Boerne, TX22 shared Benjamin C. Spero · San Francisco, CA22 shared Christopher T. Mitchell · Boston, MA22 shared Ebony W. Myles-Berry · Grand Cayman, Cayman Islands22 shared Andrew Berman · Oakland, CA22 shared Victor E. Parker, Jr · San Francisco, CA22 shared Stephen M. Lesieur · San Francisco, CA22 shared Thomas B. Von Savage · Boerne, TX22 shared Barry W. Wilson · Canyon Lake, TX22 shared Mark H. Auerbach · New York, NY22 shared Brian E. Regan · San Francisco, CA22 shared Greg H. Hillman · Boerne, TX22 shared Timothy L. Philpot · Boerne, TX22 shared Michael W. Farrell · Boston, MA22 shared George R. Smith · Whitehall, OH21 shared Peter T. Jensen · San Francisco, CA19 shared Adam J. Margolin · Boston, MA18 shared Cary M. Marr · Grand Cayman, Cayman Islands18 shared Jeffrey C. Haywood · Boston, MA17 shared John Connolly · San Francisco, CA17 shared

Recent filings (27)

QFD Investor, L.P.Aug 2025 · 38 co-filers$40.0M Spectrum Select Opportunities II-A, L.P.Jul 2025 · 37 co-filers$200.0M Spectrum Select Opportunities II-B, L.P.Jul 2025 · 37 co-filers$200.0M Spectrum Equity X-B, L.P.Aug 2022 · 36 co-filers$2.0B Spectrum Equity X-C, L.P.Aug 2022 · 36 co-filers$2.0B Spectrum X Investment Managers' Fund, L.P.Aug 2022 · 34 co-filers$8.9M Spectrum Equity Discretionary Overage Program III-B, L.P.Aug 2022 · 35 co-filers$200.0M Spectrum Equity X-A, L.P.Aug 2022 · 36 co-filers$2.0B Spectrum Equity Discretionary Overage Program III-A, L.P.Aug 2022 · 35 co-filers$200.0M Spectrum Select Opportunities-A, L.P.Aug 2021 · 35 co-filers$300.0M Spectrum Select Opportunities-B, L.P.Aug 2021 · 35 co-filers$300.0M Spectrum Equity LS, L.P.Jun 2021 · 35 co-filers$72.0M Spectrum IX Investment Managers' Fund, L.P.May 2020 · 35 co-filers HEARTLAND BANCCORPMay 2020 · 38 co-filers$25.0M HEARTLAND BANCCORPApr 2020 · 38 co-filers$3.4M Spectrum Equity IX-B, L.P.Apr 2020 · 35 co-filers$1.5B Spectrum Discretionary Overage Program IIApr 2020 · 31 co-filers$150.0M Spectrum Equity IX-C, L.P.Apr 2020 · 35 co-filers$1.5B Spectrum Equity IX-A, L.P.Apr 2020 · 35 co-filers$1.5B Folia Health, Inc.Sep 2019 · 3 co-filers$1.0M HEARTLAND BANCCORPNov 2018 · 36 co-filers$35.0M Spectrum VIII Investment Managers' Fund, L.P.Dec 2017 · 25 co-filers Folia Health, Inc.Dec 2017 · 4 co-filers$400K Spectrum Discretionary Overage ProgramOct 2017 · 19 co-filers$125.0M Spectrum Equity VIII-C, L.P.Oct 2017 · 25 co-filers$1.3B

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Beverly in the interactive graph →