Investor · New York, NY

Jonathan M. Bergman

Open Jonathan in the network graph →

Filings

18

SEC Form D

Connections

29

co-filers

Capital

$2.7B

across filings

Active

Apr 2021

to Aug 2025

Most-connected co-filers (29)

Andrew Rigby · Salt Lake City, UT12 shared Garrick G. Mendham · Spokane, WA12 shared David Basner · New York, NY12 shared John Marchese · LEXINGTON, MA12 shared Stuart E. Huston · Durham, NC4 shared Jordan Cohen · Palm Beach, FL4 shared Vumi Dube · Camana Bay, Grand Cayman, Cayman Islands4 shared Anilu A. Vazquez-Ubarri · San Francisco, CA3 shared Joel Ciment · Great Neck, NY3 shared Jon G. Winkelried · Fort Worth, TX3 shared James Runnels · Jersey City, NJ3 shared Jeanine Hightower-Sellitto · Jersey City, NJ3 shared Jack G. Weingart · Fort Worth, TX3 shared David P. Luci · White Plains, NY3 shared Arthur J. Johnson · SPRING, TX3 shared Anthony Maniscalco · NEW YORK, NY2 shared Vanessa G. Gilman · Grand Cayman, Cayman Islands2 shared Robert Karnes · New York, NY2 shared Douglas D. Kohrs · MINNEAPOLIS, MN2 shared Claude Bovet · Grand Cayman, Cayman Islands2 shared Amber R. Ramsey · George Town, Grand Cayman, Cayman Islands2 shared Matthew P. Baldassano · Jersey City, NJ2 shared Jude Uzonwanne · BALTIMORE, MD2 shared Lisa Hood · Hollister, CA2 shared

Recent filings (18)

TAG DIVERSIFIED STRATEGIES FUND L PAug 2025 · 4 co-filers TAG RELATIVE VALUE CLIENT FUND LPAug 2025 · 4 co-filers TAG RELATIVE VALUE OFFSHORE FUND LTDAug 2025 · 10 co-filers TAG DIVERSIFIED STRATEGIES FUND L PAug 2024 · 4 co-filers TAG RELATIVE VALUE OFFSHORE FUND LTDAug 2024 · 10 co-filers TAG RELATIVE VALUE CLIENT FUND LPAug 2024 · 4 co-filers TAG DIVERSIFIED STRATEGIES FUND L PAug 2023 · 4 co-filers TAG RELATIVE VALUE OFFSHORE FUND LTDAug 2023 · 10 co-filers TAG RELATIVE VALUE CLIENT FUND LPAug 2023 · 4 co-filers Digital Prime Technologies, LLCJul 2023 · 11 co-filers$4.0M TAG RELATIVE VALUE CLIENT FUND LPAug 2022 · 4 co-filers TAG RELATIVE VALUE OFFSHORE FUND LTDAug 2022 · 10 co-filers TAG DIVERSIFIED STRATEGIES FUND L PAug 2022 · 4 co-filers Lionscrest TailPro US Equity LPApr 2022 · 4 co-filers Digital Prime Technologies, LLCFeb 2022 · 11 co-filers$606K DLCC, LLCApr 2021 · 8 co-filers$8.5M Lionscrest TailPro US Equity LPApr 2021 · 4 co-filers TAG Yield Opportunities Fund, LLCAug 2015 · 7 co-filers TAG Yield Opportunities Fund, LLCAug 2015 · 7 co-filers

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