Ledger.
Investor · Mill Valley, CA

Gerald R. Morgan

Open Gerald in the network graph →
Filings
51
SEC Form D
Connections
43
co-filers
Capital
$14.6M
across filings
Active
Feb 2016
to Feb 2025

Most-connected co-filers (43)

James L. Brat · Mill Valley, CA49 sharedDonnie Yancey · Los Angeles, CA47 sharedRobert Alumbaugh · Riverside, MO45 sharedCharles J. Hansard · London, United Kingdom45 sharedEdward Schilowitz · Los Angeles, CA45 sharedGregory Curtin · Los Angeles, CA45 sharedJoseph J. Romenesko · Chicago, IL45 sharedEric D. Kogan · NEW YORK, NY45 sharedShannon Fake · RICHMOND, VA44 sharedAshley Long · RICHMOND, VA44 sharedJames Mallory · RICHMOND, VA44 sharedBryan Huntley · RICHMOND, VA44 sharedKirk Tattersall · RICHMOND, VA44 sharedChristopher Mackay · RICHMOND, VA18 sharedAustin Murdock · Pasadena, MD18 sharedJay Bockhaus · WESTPORT, CT18 sharedRick Mcwhorter · Arlington, TX17 sharedCharles Burkhardt, Jr · West Conshohocken, PA17 sharedEric Maciolek · Lakewood, CO17 sharedNull Forum Investment Group LLC · Denver, CO12 sharedKevin Rutherford · RICHMOND, VA12 sharedSanchit Mullick · New York, NY12 sharedFred Tattersall · Richmond, VA8 sharedMichael J. Dee · Jersey, United Kingdom8 shared

Recent filings (51)

1607 CAPITAL BOND FUND LPFeb 2025 · 22 co-filers1607 Capital Tax Advantaged Fund, LP\DEFeb 2025 · 22 co-filers1607 CAPITAL INTERNATIONAL EQUITY FUND LPFeb 2025 · 22 co-filers1607 CAPITAL GLOBAL EQUITY FUND LPFeb 2025 · 22 co-filers1607 CAPITAL GLOBAL EQUITY FUND LPFeb 2024 · 22 co-filers1607 Capital Tax Advantaged Fund, LP\DEFeb 2024 · 22 co-filers1607 CAPITAL INTERNATIONAL EQUITY FUND LPFeb 2024 · 22 co-filers1607 CAPITAL BOND FUND LPFeb 2024 · 22 co-filers1607 Capital Tax Advantaged Fund, LP\DEFeb 2023 · 22 co-filers1607 CAPITAL BOND FUND LPFeb 2023 · 22 co-filers1607 CAPITAL GLOBAL EQUITY FUND LPFeb 2023 · 22 co-filers1607 CAPITAL INTERNATIONAL EQUITY FUND LPFeb 2023 · 22 co-filers1607 Capital Tax Advantaged Fund, LP\DEOct 2022 · 19 co-filers1607 CAPITAL BOND FUND LPFeb 2022 · 19 co-filers1607 CAPITAL INTERNATIONAL EQUITY FUND LPFeb 2022 · 19 co-filers1607 Capital Global ex US Fund, LPFeb 2022 · 19 co-filers1607 CAPITAL GLOBAL EQUITY FUND LPFeb 2022 · 19 co-filers1607 Capital Tax Advantaged Fund, LP\DESep 2021 · 19 co-filers1607 CAPITAL INTERNATIONAL EQUITY FUND LPFeb 2021 · 16 co-filers1607 CAPITAL BOND FUND LPFeb 2021 · 16 co-filers1607 CAPITAL GLOBAL EQUITY FUND LPFeb 2021 · 16 co-filers1607 Capital Global ex US Fund, LPFeb 2021 · 16 co-filers1607 Capital Tax Advantaged Fund, LP\DESep 2020 · 16 co-filers1607 CAPITAL BOND FUND LPFeb 2020 · 16 co-filers1607 CAPITAL GLOBAL EQUITY FUND LPFeb 2020 · 16 co-filers

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