Investor · New York, NY

Joan B. Berkowitz

Open Joan in the network graph →

Filings

14

SEC Form D

Connections

76

co-filers

Capital

$22.0M

across filings

Active

Jul 2010

to Sep 2025

Most-connected co-filers (76)

Vincent R. O'Donnell · Auburndale, MA9 shared Erin P. Peart · Washington, Washington, D.C.7 shared Jonathan Crowther · Grand Cayman, Cayman Islands7 shared Carol A. Rae · Rapid City, SD6 shared Karla J. Bodden · Grand Cayman, Cayman Islands6 shared Brian Gallagher · Simsbury, CT5 shared Edwin V. Finch · Birmingham, AL5 shared Brent A. Phillips · Rapid City, SD5 shared Joseph F. Reilly · New York, NY5 shared Allan J. Baum · New York, NY5 shared Edward Herring · Dallas, TX5 shared Leroy A. Ketel · Rapid City, SD4 shared John J. Divers · Wayne, NJ3 shared Charles F. Wehrwein · Washington, Washington, D.C.3 shared Nicolas P. Retsinas · Boston, MA3 shared Shelly B. Cleary · New York, NY3 shared Andrew J. Ditton · New York, NY3 shared James W. Feild · Dallas, TX3 shared Donald R. Hinkle-Brown · Philadelphia, PA3 shared Peter J. Weidhorn · Manalapan, NJ3 shared Paul S. Grogan · Boston, MA3 shared Merilyn J. Rovira · New York, NY3 shared Kenneth E. Martin · New York, NY2 shared John V. Leale · New York, NY2 shared

Recent filings (14)

Immutrix Therapeutics, Inc.Sep 2025 · 16 co-filers$5.0M Immutrix Therapeutics, Inc.Jul 2020 · 12 co-filers$15.0M Immutrix Therapeutics, Inc.Sep 2019 · 8 co-filers$2.0M Immutrix Therapeutics, Inc.Oct 2018 · 8 co-filers$16.0M Immutrix Therapeutics, Inc.Nov 2017 · 8 co-filers$12.0M COMMUNITY DEVELOPMENT TRUST INCApr 2017 · 50 co-filers$75.0M COMMUNITY DEVELOPMENT TRUST INCMar 2017 · 50 co-filers$75.0M Fieldstone Citymark Investors, L.P.Aug 2016 · 8 co-filers$4.0M Immutrix Therapeutics, Inc.Jul 2016 · 8 co-filers$5.0M Fieldstone Gem VI Investors, L.P.Jun 2016 · 8 co-filers$4.0M Immutrix Therapeutics, Inc.Jun 2016 · 8 co-filers$5.0M COMMUNITY DEVELOPMENT TRUST INCOct 2013 · 18 co-filers$70.0M Fieldstone Phoenix 2012 Fund, L.P.Jun 2012 · 3 co-filers$4.0M Fieldstone Phoenix 2010 Fund, LPJul 2010 · 3 co-filers$2.1M

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