Investor · Irvine, CA

Jon B. Roberts

Open Jon in the network graph →

Filings

16

SEC Form D

Connections

45

co-filers

Capital

$80.1M

across filings

Active

May 2022

to Apr 2025

Most-connected co-filers (45)

Jeffrey M. Bennett · Lehi, UT7 shared Peter M. Algert · San Francisco, CA7 shared Jeffrey M. Mendez · Lehi, UT7 shared Derrick B. Hoag · Irvine, CA6 shared H. B. Sloan · San Francisco, CA6 shared Tom Cestare · Irvine, CA4 shared Todd Watts · Irvine, CA4 shared Gerard Cuddy · Irvine, CA4 shared Joe B. Ranieri · Irvine, CA4 shared Louis Bucky · Chicago, IL4 shared Mark B. Mize · Southlake, TX3 shared Pratik M. Multani · South San Francisco, CA3 shared Fannie Chen · New York, NY3 shared Merrill Anovick · New York, NY3 shared Allen Smith · Palo Alto, CA3 shared Edward F. Neild, Iv · Chicago, IL3 shared Daniel S. Dross · Dallas, TX3 shared Peter J. Stein · Dallas, TX3 shared Adam M. Garcia · LA JOLLA, CA3 shared Thomas M. Bancroft Iii · LA JOLLA, CA3 shared Joon M. Lee · LA JOLLA, CA3 shared Steven Price · New York, NY3 shared Charles Dombek · Klein, TX3 shared Leigh B. Archer · Southlake, TX3 shared

Recent filings (16)

PatientFi, Inc.Dec 2025 · 17 co-filers$3.9M PatientFi, Inc.Dec 2025 · 17 co-filers$3.9M PatientFi, Inc.Apr 2025 · 25 co-filers$15.0M PatientFi, Inc.Apr 2025 · 25 co-filers$15.0M Circle T Investors 168, LLCJul 2024 · 5 co-filers$3.4M PatientFi, Inc.Jul 2024 · 23 co-filers$39.4M PatientFi, Inc.Jul 2024 · 23 co-filers$39.4M Abilene Multifamily 2 Pack 168, LLCJul 2024 · 5 co-filers$6.7M West Oaks Amarillo 168, LLCApr 2024 · 5 co-filers$5.0M Texas South Central 3 Pack 168, LLCDec 2023 · 5 co-filers$34.3M PatientFi, Inc.Dec 2023 · 23 co-filers$30.0M PatientFi, Inc.Dec 2023 · 23 co-filers$30.0M Elm Creek Meadows Investors 168, LLCDec 2023 · 5 co-filers$1.4M Winter Springs 168, LLCOct 2023 · 5 co-filers$7.0M Patriot Pointe 168, LLCOct 2023 · 5 co-filers$7.0M KCAP Lending Fund XIII, LPJun 2022 · 14 co-filers BSRE Abby Lane Holdings LLCJun 2022 · 10 co-filers$3.7M BSRE River Ridge Holdings LLCJun 2022 · 10 co-filers$2.1M KCAP TX College Station 4, LPMay 2022 · 14 co-filers KCAP RE Fund XI, LPMay 2022 · 14 co-filers

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