Investor · Cincinnati, OH
John Stein
Open John in the network graph →Filings
72
SEC Form D
Connections
36
co-filers
Capital
$232.5M
across filings
Active
Feb 2014
to Feb 2026
Most-connected co-filers (36)
Alan E. Notarpole · Skaneateles, NY64 sharedTrevor Woods · Greenwich, CT64 sharedPeter S. Kaplan · Boston, MA59 sharedAndrew M. Smock · Boston, MA59 sharedAdam M. Ware · Boston, MA59 sharedSteven Stein · Cincinnati, OH57 sharedJennifer K. Wynn · Boston, MA49 sharedMerganser Capital Management, LLC · Boston, MA48 sharedDoc E. Parghi · New York, NY41 sharedTodd B. Copenhaver · Boston, MA36 sharedDavid Anderson, Ph.D · LEXINGTON, MA36 sharedDavid E. Gibson · GRAND CAYMAN, Cayman Islands23 sharedDouglas A. Kelly · Boston, MA23 sharedManager Merganser Capital Management, LLC · Boston, MA15 sharedDerek P. Moran · Boston, MA13 sharedGeorge Taylor · Greenwich, CT13 sharedSheehan Cormac · Grand Cayman, Cayman Islands6 sharedElbrook Holdings, Llc · Cincinnati, OH4 sharedWalter Stewart · Redmond, WA3 sharedJennifer Collins · Cincinnati, OH3 sharedSue E. King · Redmond, WA2 sharedTroy Lapsys · Albuquerque, NM2 sharedJohn Elling · Santa Fe, X12 shared(Investment Manager) Arlington Value Capital, LLC · Salt Lake City, UT2 shared
Recent filings (72)
Merganser Core Bond Fund II LLCFeb 2026 · 4 co-filersMerganser Core Plus Bond Fund II LLCFeb 2026 · 4 co-filersMerganser Short Income Fund LLCFeb 2026 · 4 co-filersMERGANSER SHORT TERM BOND FUND LLCFeb 2026 · 4 co-filersMerganser Floating Rate Bond Fund LLCFeb 2026 · 4 co-filersMERGANSER INTERMEDIATE TERM BOND FUND II LLCFeb 2025 · 10 co-filersMerganser Short Income Fund LLCFeb 2025 · 10 co-filersMerganser Core Bond Fund II LLCFeb 2025 · 10 co-filersMerganser Floating Rate Bond Fund LLCFeb 2025 · 10 co-filersMERGANSER SHORT TERM BOND FUND LLCFeb 2025 · 10 co-filersMERGANSER SHORT TERM BOND FUND LLCFeb 2024 · 10 co-filersMerganser Floating Rate Bond Fund LLCFeb 2024 · 10 co-filersMERGANSER INTERMEDIATE TERM BOND FUND II LLCFeb 2024 · 10 co-filersMerganser Core Bond Fund II LLCFeb 2024 · 10 co-filersMerganser Short Income Fund LLCFeb 2024 · 10 co-filersMerganser Core Bond Fund II LLCFeb 2023 · 12 co-filersMERGANSER SHORT TERM BOND FUND LLCFeb 2023 · 12 co-filersMerganser Floating Rate Bond Fund LLCFeb 2023 · 12 co-filersMERGANSER INTERMEDIATE TERM BOND FUND II LLCFeb 2023 · 12 co-filersMerganser Short Income Fund LLCFeb 2023 · 12 co-filersMerganser Core Bond Fund II LLCFeb 2022 · 12 co-filers$1.0BMERGANSER SHORT TERM BOND FUND LLCFeb 2022 · 12 co-filers$1.0BMerganser Floating Rate Bond Fund LLCFeb 2022 · 12 co-filers$1.0BMERGANSER INTERMEDIATE TERM BOND FUND II LLCFeb 2022 · 12 co-filers$1.0BMerganser Short Income Fund LLCFeb 2022 · 12 co-filers
Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See John in the interactive graph →