Ledger.
Investor · New York, NY

Jonathan Stein

Open Jonathan in the network graph →
Filings
5
SEC Form D
Connections
33
co-filers
Capital
$212.0M
across filings
Active
Dec 2010
to Oct 2021

Most-connected co-filers (33)

Rob Stavis · New York, NY5 sharedEli Broverman · New York, NY4 sharedRyan O'Sullivan · New York, NY3 sharedJohn Jarve · Boston, MA3 sharedPeter R. Christodoulo · SAN FRANCISCO, CA3 sharedPhilip Riese · Seattle, WA2 sharedJoseph M. Heinen · MINNEAPOLIS, MN1 sharedKnights of Columbus Commingled Fund Manager LLC · New Haven, CT1 sharedKnights of Columbus Asset Advisors LLC · New Haven, CT1 sharedIra W. Shapiro · Rockville, MD1 sharedDavid T. Lonsdale · London, United Kingdom1 sharedLewis John · Valletta, O11 sharedMohammad K. Syed · Valletta, O11 sharedRob Heyvaert · New York, NY1 sharedFrank C. Martire · New York, NY1 sharedPhillip E. Riese · Fort Lee, NJ1 sharedPeter J. Heaps · Grand Cayman, Cayman Islands1 sharedSarah Levy · NEW YORK, NY1 sharedNatalie Tydeman · NEW YORK, NY1 sharedPeter Lorimer · NEW YORK, NY1 sharedDonna Wells · NEW YORK, NY1 sharedShawn Carolan · Brooklyn, NY1 sharedChris Bischoff · New York, NY1 sharedJohn Clendening · New York, NY1 shared

Recent filings (5)

Betterment Holdings, Inc.Oct 2021 · 17 co-filers$60.0MBetterment Holdings, Inc.Oct 2021 · 17 co-filers$60.0MBetterment Holdings, Inc.Apr 2016 · 23 co-filers$100.0MBetterment Holdings, Inc.Feb 2015 · 13 co-filers$60.0MBetterment Holdings, Inc.Feb 2015 · 13 co-filers$60.0MBetterment Holdings, Inc.Apr 2014 · 11 co-filers$32.0MBetterment Holdings, Inc.Apr 2014 · 11 co-filers$32.0MBetterment Holdings, Inc.Dec 2010 · 8 co-filers$3.0MBetterment Holdings, Inc.Dec 2010 · 8 co-filers$3.0M

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