Sponsor Check › Sponsor group
56 issuers linked to one sponsor · NEW YORK, NY
Grouped because: 33 shared people, 5 shared management entities, same business address (33 issuers), similar issuer names (51) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Jul 21, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 12:52 AM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:52 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
No SEC search has run yet for this sponsor group.
None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:52 AM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
40 of 58 offerings report sales commissions totalling $51,447,415; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Jul 21, 2026 D/A File 021-235311 | $8,000,000 | $0 | $0 | Hodes Weill Securities, LLC BrokerCheck CRD 131848 ↗ |
| EDGAR ↗ | Jul 21, 2026 D/A File 021-235306 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 21, 2026 D/A File 021-291309 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 30, 2026 D File 021-571965 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Dec 30, 2025 D/A File 021-49915 | $17,475,040 | $0 | $0 (est.) | JP Morgan Securities LLC BrokerCheck CRD 79 ↗ |
| EDGAR ↗ | Nov 5, 2025 D File 021-563084 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 5, 2025 D File 021-563085 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 31, 2024 D/A File 021-141004 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 19, 2024 D File 021-502938 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 19, 2024 D File 021-502939 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 12, 2023 D/A File 021-346357 | $331,645 | $0 | $0 The Issuer will pay management fees to its general partner. | PJT PARTNERS LP BrokerCheck CRD 171058 ↗ |
| EDGAR ↗ | Dec 30, 2022 D File 021-469247 | $2,381,109 | $0 | $0 (est.) The general partner is also entitled to a management fee. The management fee is fully disclosed in the Issuer's confidential offering materials. | Citi Private Advisory, LLC BrokerCheck CRD 153777 ↗ Ameriprise Financial Services, LLC BrokerCheck CRD 6363 ↗ American Enterprise Investment Services, Inc. BrokerCheck CRD 26506 ↗ |
| EDGAR ↗ | Jul 1, 2022 D File 021-450998 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Mar 8, 2022 D/A File 021-396241 | $12,719,511 | $0 | $0 The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | Citi Private Advisory, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ Ameriprise Financial Services, LLC BrokerCheck CRD 6363 ↗ Hantz Financial Services, Inc. BrokerCheck CRD 46047 ↗ Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7697 ↗ |
| EDGAR ↗ | Mar 29, 2021 D/A File 021-335617 | $0 (est.) | $0 (est.) | $0 (est.) THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE MANAGEMENT FEE IS FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗ |
| EDGAR ↗ | Dec 31, 2020 D File 021-384966 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Nov 19, 2020 D File 021-381039 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 15, 2020 D/A File 021-320850 | $6,000,000 (est.) | $0 (est.) | $0 (est.) | Infinity Financial Services BrokerCheck CRD 144302 ↗ LPL Financial LLC BrokerCheck CRD 6413 ↗ 1st Global Capital Corporation BrokerCheck CRD 30349 ↗ Kalos Capital Inc. BrokerCheck CRD 44337 ↗ Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗ |
| EDGAR ↗ | Apr 3, 2020 D File 021-364250 | $0 | $0 | $0 (est.) The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer?s confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jan 2, 2020 D File 021-356901 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Dec 27, 2019 D File 021-356512 | $157,068 (est.) | $0 | $0 (est.) | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Dec 27, 2019 D File 021-356515 | $62,870 (est.) | $0 | $0 (est.) | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Dec 27, 2019 D File 021-356516 | $33,673 (est.) | $0 | $0 (est.) | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Dec 27, 2019 D File 021-356513 | $125,633 (est.) | $0 | $0 (est.) | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Dec 27, 2019 D File 021-356517 | $15,664 (est.) | $0 | $0 (est.) | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Dec 27, 2019 D File 021-356511 | $235,602 (est.) | $0 | $0 (est.) | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Dec 27, 2019 D File 021-356510 | $314,136 (est.) | $0 | $0 (est.) | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Dec 27, 2019 D File 021-356514 | $120,838 (est.) | $0 | $0 (est.) | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Oct 30, 2019 D File 021-352131 | $60,877 (est.) | $0 | $0 (est.) The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Oct 30, 2019 D File 021-352130 | $90,861 (est.) | $0 | $0 (est.) The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Oct 30, 2019 D File 021-352129 | $90,861 (est.) | $0 | $0 (est.) The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Oct 30, 2019 D File 021-352128 | $90,861 (est.) | $0 | $0 (est.) The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Oct 30, 2019 D File 021-352127 | $181,722 (est.) | $0 | $0 (est.) The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Oct 30, 2019 D File 021-352126 | $363,444 (est.) | $0 | $0 (est.) The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗ |
| EDGAR ↗ | Sep 5, 2019 D/A File 021-320640 | $0 | $0 | $0 The General Partner will be entitled to be paid an administrative fee quarterly in arrears as outlined in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Feb 6, 2019 D File 021-332250 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Mar 13, 2018 D File 021-307612 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 7, 2018 D/A File 021-239929 | $300,000 (est.) | $0 | $0 (est.) An affiliate of the General Partner of the Issuer will receive a fee for management services. Amount to be paid, number of years to be paid and the extent to be paid out of adjusted gross proceeds unknown at this time. | Shelter Rock Capital Advisors LLC BrokerCheck CRD 156753 ↗ |
| EDGAR ↗ | Feb 7, 2018 D File 021-304981 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Johnson BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Nov 9, 2017 D File 021-298417 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Johnson BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Aug 11, 2017 D File 021-292631 | $6,000 | $0 | $0 | H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Phyllis Johnson (CRD 1020488 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) |
| EDGAR ↗ | Aug 1, 2017 D/A File 021-257636 | $0 | $0 | $0 (est.) The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jul 21, 2017 D File 021-291318 | $0 | $0 | $0 (est.) The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Feb 3, 2017 D File 021-280026 | $6,250 (est.) | $0 | $0 | H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Phyllis Johnson (CRD 1020488 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) |
| EDGAR ↗ | Feb 3, 2017 D File 021-280028 | $6,250 (est.) | $0 | $0 | H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Phyllis Johnson (CRD 1020488 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) |
| EDGAR ↗ | Jan 30, 2017 D File 021-279627 | $0 | $0 | $0 (est.) The general partner is also entitled to a management fee and a performance allocation. The management fee and performance allocation is fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Jan 30, 2017 D File 021-279626 | $0 | $0 | $0 (est.) The general partner is also entitled to a management fee and a performance allocation. The management fee and performance allocation is fully discussed in the Issuer's confidential offering materials. | None listed on this filing |
| EDGAR ↗ | Feb 1, 2016 D File 021-256393 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Johnson BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 29, 2016 D File 021-256291 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 28, 2016 D File 021-256169 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Johnson BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 19, 2016 D File 021-255424 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Dec 23, 2015 D File 021-253732 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Johnson BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Apr 2, 2015 D/A File 021-212544 | $940,000 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Mar 5, 2015 D File 021-235308 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 26, 2014 D File 021-229092 | $6,250 (est.) | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Mar 11, 2014 D File 021-213333 | $1,250,000 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Jan 31, 2013 D File 021-191156 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jul 15, 2009 D/A File 021-51163 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 56 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Cv Qoz in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 1:48 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | LION INDUSTRIAL TRUST | shared people, same person name on both filings, same business address | NEW YORK, NY | Other Real Estate | 16 | $12,665,304,785 offering Indefinite · similar: $2,250,000–$16,950,000 | 372 similar: 5–32 | No minimum reported similar: $15,000–$100,000 | 2009–2024 |
| EDGAR ↗ | CLARION LION PROPERTIES FUND, LP | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 19 | $22,112,155,022 offering Indefinite · similar: $155,000–$5,250,000 | 993 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2010–2025 |
| EDGAR ↗ | Clarion Partners Property Trust Inc. | shared people, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $125,000 | 125 | $1,000 | 2013–2013 |
| EDGAR ↗ | Campus-Clarion Student Housing Partners, LP | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $246,445,000 offering $550,000,000 · similar: $155,000–$5,250,000 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2015 |
| EDGAR ↗ | Campus-Clarion Student Housing Partners Feeder Investors, LP | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $2,250,000 offering $100,000,000 · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2014 |
| EDGAR ↗ | Campus-Clarion Student Housing Trust | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Other Real Estate | 1 | $125,000 | 125 | $1 | 2014–2014 |
| EDGAR ↗ | Clarion Gables Multifamily Trust, L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 13 | $3,125,981,000 offering Indefinite · similar: $155,000–$5,250,000 | 82 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2026 |
| EDGAR ↗ | CGMT REIT, L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | REITS and Finance | 2 | $328,250,402 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2015–2015 |
| EDGAR ↗ | CGMT OP, L.P. | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Other Real Estate | 13 | $306,193,000 offering Indefinite · similar: $2,250,000–$16,950,000 | 23 similar: 5–32 | No minimum reported similar: $15,000–$100,000 | 2015–2026 |
| EDGAR ↗ | Clarion Partners Debt Investment Fund, LP | shared people, same person name on both filings, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 4 | $145,918,367 offering $500,000,000 · similar: $155,000–$5,250,000 | 32 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2018 |
| EDGAR ↗ | Clarion KSA-Cal REIT, Inc. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | Sand Hill Commons REIT, Inc. | shared people | NEW YORK, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | Clarion Partners Management LLC | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Other Real Estate | 1 | $124,086,915 offering $146,000,000 · similar: $2,250,000–$16,950,000 | 37 similar: 5–32 | No minimum reported similar: $15,000–$100,000 | 2016–2016 |
| EDGAR ↗ | Clarion Partners Debt Fund REIT, LLC | shared management entity, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | Clarion Ventures 4 L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $104,015,306 offering $500,000,000 · similar: $155,000–$5,250,000 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2016–2017 |
| EDGAR ↗ | Clarion Retail, L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | Clarion Ventures 4 Parallel L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | CLPF - MA REIT, LLC | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | CLPF - KSA Grocery Portfolio REIT, LLC | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | Clarion Ventures 4 Parallel II L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | Clarion Gables Multifamily Trust Parallel Fund, L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 10 | $824,535,000 offering Indefinite · similar: $155,000–$5,250,000 | 18 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2026 |
| EDGAR ↗ | CLPF Longhorn Portfolio REIT LLC | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | CGMT Parallel REIT, L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | Clarion Ventures 4 Parallel REIT, LLC | shared people, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2018–2018 |
| EDGAR ↗ | Clarion Partners Debt Investment Fund Blocker, LLC | shared people, same person name on both filings, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $5,102,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $102,000 similar: $1,000–$100,000 | 2018–2018 |
| EDGAR ↗ | Clarion Partners Multi Strategy Real Estate Fund LP | shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2018–2019 |
| EDGAR ↗ | Penn Square IV U.S. Real Estate Fund, LP | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | STEAMBOAT SPRINGS, CO | Pooled Investment Fund | 12 | $10,273,500 offering $200,000,000 · similar: $155,000–$5,250,000 | 95 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2018–2020 |
| EDGAR ↗ | Clarion Retail REIT I, LLC | shared people, similar issuer names | NEW YORK, NY | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2019–2019 |
| EDGAR ↗ | CLARION PARTNERS REAL ESTATE IDF, LP | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2021 |
| EDGAR ↗ | CAMPUS REAL ESTATE PARTNERS II, LP | shared people, same person name on both filings, same business address, similar issuer names | PHILADELPHIA, PA | Residential | 4 | $150,088,758 offering Indefinite · similar: $1,675,000–$12,980,153 | 22 similar: 5–37 | No minimum reported similar: $25,000–$86,942 | 2019–2023 |
| EDGAR ↗ | CV QOZ Partners A-6, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $3,367,322 offering Indefinite · similar: $155,000–$5,250,000 | 52 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners A-5, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $5,025,853 offering Indefinite · similar: $155,000–$5,250,000 | 52 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners A-4, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $5,025,853 offering Indefinite · similar: $155,000–$5,250,000 | 52 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners A-3, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $5,025,853 offering Indefinite · similar: $155,000–$5,250,000 | 52 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners A-2, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $10,051,706 offering Indefinite · similar: $155,000–$5,250,000 | 52 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners A-1, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $20,103,413 offering Indefinite · similar: $155,000–$5,250,000 | 52 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners B-3, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $10,552,018 offering Indefinite · similar: $155,000–$5,250,000 | 75 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners B-6, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $4,220,807 offering Indefinite · similar: $155,000–$5,250,000 | 75 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners B-7, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $2,264,260 offering Indefinite · similar: $155,000–$5,250,000 | 75 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners B-4, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $8,441,614 offering Indefinite · similar: $155,000–$5,250,000 | 75 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners B-8, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $1,055,202 offering Indefinite · similar: $155,000–$5,250,000 | 75 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners B-2, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $15,828,027 offering Indefinite · similar: $155,000–$5,250,000 | 75 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners B-1, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $21,104,036 offering Indefinite · similar: $155,000–$5,250,000 | 75 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | CV QOZ Partners B-5, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $8,121,036 offering Indefinite · similar: $155,000–$5,250,000 | 75 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | Penn Square IV REIT Holdco, LLC | shared people, same person name on both filings, same business address, similar issuer names | STEAMBOAT SPRINGS, CO | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | CV QOZ Partners Series C, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $23,900,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CIV Portfolio, LP | shared people | NEW YORK, NY | Pooled Investment Fund | 1 | $350,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | Campus Real Estate Partners II Trust, LLC | shared people, same person name on both filings, same business address, similar issuer names | PHILADELPHIA, PA | REITS and Finance | 1 | $0 offering $125,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | CV QOZ Partners Series D, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $498,159,705 offering Indefinite · similar: $155,000–$5,250,000 | 756 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2021–2022 |
| EDGAR ↗ | Clarion Europe Logistics V SCA, SICAV-RAIF | shared people, same person name on both filings, similar issuer names | LUXEMBOURG, Luxembourg (as filed: N4) | Pooled Investment Fund | 1 | $322,530,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CV QOZ Partners Series E, LP | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $235,387,107 offering Indefinite · similar: $155,000–$5,250,000 | 328 similar: 4–27 | $250,000 similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CGMT MA REIT LLC | shared people, similar issuer names | New York, NY | REITS and Finance | 1 | $72,000 offering $125,000 · similar: $125,000–$125,000 | 72 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | CYPRESS LAND REIT LLC | shared people | New York, NY | REITS and Finance | 1 | $72,000 offering $125,000 · similar: $125,000–$125,000 | 72 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | Clarion Alternative Sectors Fund, LP | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Clarion Alternative Sectors Parallel Fund, LP | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Cypress Phase I REIT Subsidiary LP | shared people | Atlanta, GA | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other Real Estate / 506(b) (5,033 filings); REITS and Finance / 506(b) (3,490 filings); Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Jul 21, 2026 | Clarion Gables Multifamily Trust Parallel Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $775,035,000 |
| EDGAR ↗ | Jul 21, 2026 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $306,193,000 |
| EDGAR ↗ | Jul 21, 2026 | Clarion Gables Multifamily Trust, L.P. | D/A | Pooled Investment Fund | Indefinite | $3,125,981,000 |
| EDGAR ↗ | Jan 30, 2026 | Cypress Phase I REIT Subsidiary LP | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 30, 2025 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $22,112,155,022 |
| EDGAR ↗ | Nov 5, 2025 | Clarion Alternative Sectors Parallel Fund, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 5, 2025 | Clarion Alternative Sectors Fund, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 21, 2025 | Clarion Gables Multifamily Trust Parallel Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $775,035,000 |
| EDGAR ↗ | Jul 21, 2025 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $106,167,000 |
| EDGAR ↗ | Jul 21, 2025 | Clarion Gables Multifamily Trust, L.P. | D/A | Pooled Investment Fund | Indefinite | $3,115,145,000 |
| EDGAR ↗ | Dec 31, 2024 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $12,665,304,785 |
| EDGAR ↗ | Dec 30, 2024 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $21,479,120,186 |
| EDGAR ↗ | Jul 19, 2024 | Clarion Gables Multifamily Trust Parallel Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $775,035,000 |
| EDGAR ↗ | Jul 19, 2024 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $106,143,000 |
| EDGAR ↗ | Jul 19, 2024 | Clarion Gables Multifamily Trust, L.P. | D/A | Other Real Estate | Indefinite | $2,904,058,000 |
| EDGAR ↗ | Jan 19, 2024 | CYPRESS LAND REIT LLC | D | REITS and Finance | $125,000 | $72,000 |
| EDGAR ↗ | Jan 19, 2024 | CGMT MA REIT LLC | D | REITS and Finance | $125,000 | $72,000 |
| EDGAR ↗ | Dec 29, 2023 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $12,588,049,785 |
| EDGAR ↗ | Dec 29, 2023 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $20,954,591,483 |
| EDGAR ↗ | Jul 20, 2023 | Clarion Gables Multifamily Trust Parallel Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $775,035,000 |
| EDGAR ↗ | Jul 20, 2023 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $106,075,000 |
| EDGAR ↗ | Jul 20, 2023 | Clarion Gables Multifamily Trust, L.P. | D/A | Other Real Estate | Indefinite | $2,891,201,000 |
| EDGAR ↗ | Jan 12, 2023 | CAMPUS REAL ESTATE PARTNERS II, LP | D/A | Residential | Indefinite | $150,088,758 |
| EDGAR ↗ | Dec 30, 2022 | CV QOZ Partners Series E, LP | D | Pooled Investment Fund | Indefinite | $235,387,107 |
| EDGAR ↗ | Dec 30, 2022 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $11,617,839,090 |
| EDGAR ↗ | Dec 30, 2022 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $20,223,018,593 |
| EDGAR ↗ | Jul 21, 2022 | Clarion Gables Multifamily Trust Parallel Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $824,535,000 |
| EDGAR ↗ | Jul 21, 2022 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $105,826,000 |
| EDGAR ↗ | Jul 21, 2022 | Clarion Gables Multifamily Trust, L.P. | D/A | Other Real Estate | Indefinite | $2,812,452,000 |
| EDGAR ↗ | Jul 1, 2022 | Clarion Europe Logistics V SCA, SICAV-RAIF | D | Pooled Investment Fund | Indefinite | $322,530,000 |
| EDGAR ↗ | Mar 8, 2022 | CV QOZ Partners Series D, LP | D/A | Pooled Investment Fund | Indefinite | $498,159,705 |
| EDGAR ↗ | Jan 13, 2022 | CAMPUS REAL ESTATE PARTNERS II, LP | D/A | Residential | Indefinite | $109,615,385 |
| EDGAR ↗ | Jan 3, 2022 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $17,861,445,163 |
| EDGAR ↗ | Jul 21, 2021 | Clarion Gables Multifamily Trust Parallel Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $775,037,000 |
| EDGAR ↗ | Jul 21, 2021 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $105,036,000 |
| EDGAR ↗ | Jul 21, 2021 | Clarion Gables Multifamily Trust, L.P. | D/A | Other Real Estate | Indefinite | $2,655,076,000 |
| EDGAR ↗ | Jul 20, 2021 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $9,312,527,901 |
| EDGAR ↗ | Apr 16, 2021 | CV QOZ Partners Series D, LP | D | Pooled Investment Fund | Indefinite | $7,917,000 |
| EDGAR ↗ | Mar 29, 2021 | CLARION PARTNERS REAL ESTATE IDF, LP | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 12, 2021 | CAMPUS REAL ESTATE PARTNERS II, LP | D/A | Residential | Indefinite | $109,615,385 |
| EDGAR ↗ | Jan 4, 2021 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $16,052,354,050 |
| EDGAR ↗ | Dec 31, 2020 | Campus Real Estate Partners II Trust, LLC | D | REITS and Finance | $125,000 | $0 |
| EDGAR ↗ | Nov 19, 2020 | CIV Portfolio, LP | D | Pooled Investment Fund | Indefinite | $350,000,000 |
| EDGAR ↗ | Jul 20, 2020 | Clarion Gables Multifamily Trust Parallel Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $443,699,200 |
| EDGAR ↗ | Jul 20, 2020 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $7,989,782,075 |
| EDGAR ↗ | Jul 20, 2020 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $104,934,313 |
| EDGAR ↗ | Jul 20, 2020 | Clarion Gables Multifamily Trust, L.P. | D/A | Other Real Estate | Indefinite | $2,565,282,466 |
| EDGAR ↗ | Jul 15, 2020 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $10,273,500 |
| EDGAR ↗ | May 11, 2020 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $9,673,500 |
| EDGAR ↗ | Apr 10, 2020 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $9,623,500 |
| EDGAR ↗ | Apr 3, 2020 | CV QOZ Partners Series C, LP | D | Pooled Investment Fund | Indefinite | $23,900,000 |
| EDGAR ↗ | Mar 12, 2020 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $9,463,500 |
| EDGAR ↗ | Feb 7, 2020 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $8,938,500 |
| EDGAR ↗ | Jan 7, 2020 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $8,863,500 |
| EDGAR ↗ | Jan 3, 2020 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $14,457,388,789 |
| EDGAR ↗ | Jan 2, 2020 | Penn Square IV REIT Holdco, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 27, 2019 | CV QOZ Partners B-5, LP | D | Pooled Investment Fund | Indefinite | $8,121,036 |
| EDGAR ↗ | Dec 27, 2019 | CV QOZ Partners B-1, LP | D | Pooled Investment Fund | Indefinite | $21,104,036 |
| EDGAR ↗ | Dec 27, 2019 | CV QOZ Partners B-2, LP | D | Pooled Investment Fund | Indefinite | $15,828,027 |
| EDGAR ↗ | Dec 27, 2019 | CV QOZ Partners B-8, LP | D | Pooled Investment Fund | Indefinite | $1,055,202 |
| EDGAR ↗ | Dec 27, 2019 | CV QOZ Partners B-4, LP | D | Pooled Investment Fund | Indefinite | $8,441,614 |
| EDGAR ↗ | Dec 27, 2019 | CV QOZ Partners B-7, LP | D | Pooled Investment Fund | Indefinite | $2,264,260 |
| EDGAR ↗ | Dec 27, 2019 | CV QOZ Partners B-6, LP | D | Pooled Investment Fund | Indefinite | $4,220,807 |
| EDGAR ↗ | Dec 27, 2019 | CV QOZ Partners B-3, LP | D | Pooled Investment Fund | Indefinite | $10,552,018 |
| EDGAR ↗ | Dec 10, 2019 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $8,863,500 |
| EDGAR ↗ | Nov 6, 2019 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $8,551,500 |
| EDGAR ↗ | Oct 30, 2019 | CV QOZ Partners A-1, LP | D | Pooled Investment Fund | Indefinite | $20,103,413 |
| EDGAR ↗ | Oct 30, 2019 | CV QOZ Partners A-2, LP | D | Pooled Investment Fund | Indefinite | $10,051,706 |
| EDGAR ↗ | Oct 30, 2019 | CV QOZ Partners A-3, LP | D | Pooled Investment Fund | Indefinite | $5,025,853 |
| EDGAR ↗ | Oct 30, 2019 | CV QOZ Partners A-4, LP | D | Pooled Investment Fund | Indefinite | $5,025,853 |
| EDGAR ↗ | Oct 30, 2019 | CV QOZ Partners A-5, LP | D | Pooled Investment Fund | Indefinite | $5,025,853 |
| EDGAR ↗ | Oct 30, 2019 | CV QOZ Partners A-6, LP | D | Pooled Investment Fund | Indefinite | $3,367,322 |
| EDGAR ↗ | Oct 8, 2019 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $8,126,500 |
| EDGAR ↗ | Sep 11, 2019 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $13,485,982,377 |
| EDGAR ↗ | Sep 5, 2019 | Clarion Partners Multi Strategy Real Estate Fund LP | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 12, 2019 | CAMPUS REAL ESTATE PARTNERS II, LP | D | Residential | Indefinite | $0 |
| EDGAR ↗ | Aug 9, 2019 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $7,341,500 |
| EDGAR ↗ | Jul 19, 2019 | Clarion Gables Multifamily Trust Parallel Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $443,699,200 |
| EDGAR ↗ | Jul 19, 2019 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $104,870,252 |
| EDGAR ↗ | Jul 19, 2019 | Clarion Gables Multifamily Trust, L.P. | D/A | Other Real Estate | Indefinite | $1,989,057,728 |
| EDGAR ↗ | Jul 19, 2019 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $7,241,859,051 |
| EDGAR ↗ | May 17, 2019 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $12,731,322,227 |
| EDGAR ↗ | Mar 25, 2019 | CLARION PARTNERS REAL ESTATE IDF, LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 6, 2019 | Clarion Retail REIT I, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 29, 2019 | Penn Square IV U.S. Real Estate Fund, LP | D/A | Pooled Investment Fund | $200,000,000 | $5,759,500 |
| EDGAR ↗ | Oct 12, 2018 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $11,923,900,778 |
| EDGAR ↗ | Sep 7, 2018 | Penn Square IV U.S. Real Estate Fund, LP | D | Pooled Investment Fund | $200,000,000 | $2,590,000 |
| EDGAR ↗ | Sep 5, 2018 | Clarion Partners Multi Strategy Real Estate Fund LP | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 20, 2018 | Clarion Gables Multifamily Trust Parallel Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $252,962,210 |
| EDGAR ↗ | Jul 20, 2018 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $104,311,803 |
| EDGAR ↗ | Jul 20, 2018 | Clarion Gables Multifamily Trust, L.P. | D/A | Other Real Estate | Indefinite | $1,784,897,923 |
| EDGAR ↗ | Jul 20, 2018 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $6,103,719,439 |
| EDGAR ↗ | Mar 13, 2018 | Clarion Partners Debt Investment Fund Blocker, LLC | D | Pooled Investment Fund | Indefinite | $5,102,000 |
| EDGAR ↗ | Mar 7, 2018 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $104,311,803 |
| EDGAR ↗ | Mar 7, 2018 | Clarion Gables Multifamily Trust, L.P. | D/A | Other Real Estate | Indefinite | $1,782,201,108 |
| EDGAR ↗ | Mar 7, 2018 | Clarion Partners Debt Investment Fund, LP | D/A | Pooled Investment Fund | $500,000,000 | $145,918,367 |
| EDGAR ↗ | Feb 7, 2018 | Clarion Ventures 4 Parallel REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Nov 9, 2017 | CGMT Parallel REIT, L.P. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Oct 13, 2017 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $10,324,152,537 |
| EDGAR ↗ | Aug 11, 2017 | CLPF Longhorn Portfolio REIT LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Aug 1, 2017 | Clarion Ventures 4 L.P. | D/A | Pooled Investment Fund | $500,000,000 | $104,015,306 |
| EDGAR ↗ | Jul 26, 2017 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $5,353,964,439 |
| EDGAR ↗ | Jul 21, 2017 | Clarion Ventures 4 Parallel II L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 21, 2017 | Clarion Gables Multifamily Trust Parallel Fund, L.P. | D | Pooled Investment Fund | Indefinite | $250,000,000 |
| EDGAR ↗ | Mar 7, 2017 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $104,311,803 |
| EDGAR ↗ | Mar 7, 2017 | Clarion Gables Multifamily Trust, L.P. | D/A | Other Real Estate | Indefinite | $1,637,764,132 |
| EDGAR ↗ | Feb 27, 2017 | Clarion Partners Debt Investment Fund, LP | D/A | Pooled Investment Fund | $500,000,000 | $102,000,000 |
| EDGAR ↗ | Feb 17, 2017 | Clarion Ventures 4 L.P. | D/A | Pooled Investment Fund | $500,000,000 | $84,183,673 |
| EDGAR ↗ | Feb 3, 2017 | CLPF - KSA Grocery Portfolio REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Feb 3, 2017 | CLPF - MA REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 30, 2017 | Clarion Ventures 4 Parallel L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 30, 2017 | Clarion Retail, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 14, 2016 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $9,280,525,136 |
| EDGAR ↗ | Aug 12, 2016 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $4,254,189,439 |
| EDGAR ↗ | May 13, 2016 | Clarion Partners Debt Investment Fund, LP | D/A | Pooled Investment Fund | $500,000,000 | $60,000,000 |
| EDGAR ↗ | Mar 7, 2016 | CGMT OP, L.P. | D/A | Other Real Estate | Indefinite | $104,311,803 |
| EDGAR ↗ | Mar 7, 2016 | Clarion Gables Multifamily Trust, L.P. | D/A | Other Real Estate | Indefinite | $1,598,844,546 |
| EDGAR ↗ | Feb 17, 2016 | Clarion Ventures 4 L.P. | D | Pooled Investment Fund | $500,000,000 | $51,020,408 |
| EDGAR ↗ | Feb 1, 2016 | Clarion Partners Debt Fund REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 29, 2016 | Clarion Partners Management LLC | D | Other Real Estate | $146,000,000 | $124,086,915 |
| EDGAR ↗ | Jan 28, 2016 | Sand Hill Commons REIT, Inc. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 19, 2016 | Clarion KSA-Cal REIT, Inc. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 23, 2015 | CGMT REIT, L.P. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Oct 15, 2015 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $8,370,671,960 |
| EDGAR ↗ | Aug 12, 2015 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $3,882,364,439 |
| EDGAR ↗ | May 14, 2015 | Clarion Partners Debt Investment Fund, LP | D | Pooled Investment Fund | $500,000,000 | $60,000,000 |
| EDGAR ↗ | Apr 2, 2015 | Campus-Clarion Student Housing Partners, LP | D/A | Pooled Investment Fund | $550,000,000 | $246,445,000 |
| EDGAR ↗ | Mar 5, 2015 | CGMT REIT, L.P. | D | Other Real Estate | $328,375,402 | $328,250,402 |
| EDGAR ↗ | Mar 5, 2015 | CGMT OP, L.P. | D | Other Real Estate | Indefinite | $102,833,471 |
| EDGAR ↗ | Mar 5, 2015 | Clarion Gables Multifamily Trust, L.P. | D | Other Real Estate | Indefinite | $1,251,725,000 |
| EDGAR ↗ | Nov 26, 2014 | Campus-Clarion Student Housing Trust | D | Other Real Estate | $125,000 | $125,000 |
| EDGAR ↗ | Oct 14, 2014 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $7,783,806,431 |
| EDGAR ↗ | Aug 15, 2014 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $3,528,939,439 |
| EDGAR ↗ | Apr 3, 2014 | Campus-Clarion Student Housing Partners, LP | D/A | Pooled Investment Fund | $550,000,000 | $114,643,000 |
| EDGAR ↗ | Mar 11, 2014 | Campus-Clarion Student Housing Partners Feeder Investors, LP | D | Pooled Investment Fund | $100,000,000 | $2,250,000 |
| EDGAR ↗ | Feb 26, 2014 | Campus-Clarion Student Housing Partners, LP | D | Pooled Investment Fund | $550,000,000 | $114,643,000 |
| EDGAR ↗ | Dec 17, 2013 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $7,298,680,596 |
| EDGAR ↗ | Aug 15, 2013 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $2,889,254,439 |
| EDGAR ↗ | Jan 31, 2013 | Clarion Partners Property Trust Inc. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 5, 2012 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $6,640,508,736 |
| EDGAR ↗ | Aug 15, 2012 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $2,409,514,782 |
| EDGAR ↗ | Jun 19, 2012 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $2,279,514,782 |
| EDGAR ↗ | Nov 4, 2011 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $3,764,952,531 |
| EDGAR ↗ | Feb 3, 2011 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $4,846,759,973 |
| EDGAR ↗ | Apr 22, 2010 | LION INDUSTRIAL TRUST | D | Other Real Estate | $275,875,000 | $258,875,000 |
| EDGAR ↗ | Feb 3, 2010 | CLARION LION PROPERTIES FUND, LP | D/A | Pooled Investment Fund | Indefinite | $2,735,517,531 |
| EDGAR ↗ | Jul 15, 2009 | LION INDUSTRIAL TRUST | D/A | Other Real Estate | Indefinite | $1,833,335,534 |
Activity: 3 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 21, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other Real Estate (2009), Pooled Investment Fund (2010), Other Real Estate (2010), REITS and Finance (2013), Pooled Investment Fund (2014), Other Real Estate (2014), Pooled Investment Fund (2015), Other Real Estate (2015), Pooled Investment Fund (2015), REITS and Finance (2015–2016), Other Real Estate (2016), REITS and Finance (2016), Pooled Investment Fund (2016–2017), REITS and Finance (2017), Pooled Investment Fund (2017), REITS and Finance (2017–2018), Pooled Investment Fund (2018), REITS and Finance (2019), Pooled Investment Fund (2019), Residential (2019), Pooled Investment Fund (2019), REITS and Finance (2020), Pooled Investment Fund (2020), REITS and Finance (2020), Pooled Investment Fund (2021–2022), REITS and Finance (2024), Pooled Investment Fund (2025). Latest offering: REITS and Finance (Jan 30, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| David Gilbert | Executive Officer, Director | 36 | Feb 3, 2011 → Jul 21, 2026 |
| Hugh Macdonnell | Executive Officer, Director | 35 | Oct 14, 2014 → Jul 21, 2026 |
| Stephen J. Furnary | Executive Officer, Director | 34 | Jul 15, 2009 → Dec 30, 2022 |
| Patrick Tully, Jr. | Executive Officer, Director | 33 | Feb 3, 2010 → Dec 30, 2022 |
| Craig Tagen | Executive Officer, Director | 31 | Oct 14, 2014 → Dec 30, 2024 |
| Edward L. Carey | Executive Officer, Director | 25 | Jan 31, 2013 → Jul 20, 2023 |
| Ralph Belford | Executive Officer | 21 | Feb 3, 2017 → Jul 21, 2025 |
| Stephen P. Latimer | Executive Officer, Director | 12 | Jul 15, 2009 → Mar 13, 2018 |
| Jeb Belford | Executive Officer, Director | 7 | Jan 28, 2016 → Jul 21, 2026 |
| Susan Boccardi | Director, Executive Officer | 6 | Jul 21, 2021 → Jul 21, 2026 |
| Heather Hopkins | Executive Officer | 6 | Jul 21, 2022 → Jul 21, 2026 |
| Jon Gelb | Director, Executive Officer | 6 | Jan 28, 2016 → Jul 21, 2026 |
| Joshua H. Pristaw | Director, Executive Officer | 5 | Nov 5, 2025 → Jul 21, 2026 |
| Indraneel Karlekar | Director, Executive Officer | 5 | Jul 19, 2024 → Jul 21, 2026 |
| Kimberly Adams | Director, Executive Officer | 5 | Jul 19, 2024 → Jul 21, 2026 |
| Dayton Conklin | Director | 5 | Nov 5, 2025 → Jul 21, 2026 |
| Susan Ansel | Executive Officer, Director | 5 | Dec 23, 2015 → Jul 21, 2026 |
| David T. Confer | Director, Executive Officer | 5 | Jul 15, 2009 → Jul 21, 2025 |
| Daniel Bernstein | Executive Officer, Director | 5 | Feb 26, 2014 → Jan 12, 2023 |
| David Adelman | Executive Officer, Director | 5 | Feb 26, 2014 → Jan 12, 2023 |
| Clarion Partners, LLC entity | Executive Officer, Director, Promoter | 5 | May 14, 2015 → Jul 15, 2020 |
| STEPHEN B. HANSEN | Executive Officer, Director | 5 | Feb 3, 2010 → Mar 7, 2016 |
| Dawn H. Severt | Executive Officer, Director | 4 | Jul 20, 2023 → Jul 21, 2026 |
| Richard Schaupp | Director, Executive Officer | 4 | Feb 7, 2018 → Jul 15, 2020 |
| David K. Reece | Director | 3 | Jan 19, 2024 → Jan 30, 2026 |
| Sue Ansel | Director | 3 | Dec 29, 2023 → Dec 30, 2025 |
| David J. Gilbert | Executive Officer, Director | 3 | Jul 20, 2021 → Nov 5, 2025 |
| Robert D. Greer, Jr. | Executive Officer, Director | 3 | Feb 26, 2014 → Apr 2, 2015 |
| Clarion Gables Multifamily Trust GP, LLC entity | Director | 2 | Jul 20, 2023 → Jul 21, 2026 |
| J. Clarion Alternative Sectors Fund GP, LLC entity | Director | 2 | Nov 5, 2025 → Nov 5, 2025 |
| Josh Pristaw | Executive Officer | 2 | Jul 21, 2025 → Jul 21, 2025 |
| Clarion Gables Multifamily Trust GP, LLC Clarion Gables Multifamily Trust GP, LLC entity | Director | 2 | Mar 7, 2016 → Jul 21, 2025 |
| Charles Elliott | Director | 2 | Jan 19, 2024 → Jan 19, 2024 |
| Michelle Levy | Executive Officer, Director | 2 | Sep 7, 2018 → Jul 15, 2020 |
| Jonathan Albro | Executive Officer, Director | 2 | Sep 7, 2018 → Jul 15, 2020 |
| Bohdy Hedgcock | Director | 2 | Feb 7, 2018 → Feb 6, 2019 |
| Daniel Reid | Director | 2 | Feb 7, 2018 → Feb 6, 2019 |
| Clarion Partners Debt Investment Fund GP, LLC entity | Executive Officer, Promoter | 2 | May 14, 2015 → Mar 7, 2018 |
| CGMT OP GP, Inc. entity | Director | 1 | Jul 21, 2021 → Jul 21, 2026 |
| Philippe LaPointe | Executive Officer | 1 | Jul 21, 2025 → Jul 21, 2026 |
| Micheal O'Connor | Executive Officer | 1 | Jul 21, 2026 → Jul 21, 2026 |
| Cypress Phase I JV GP LLC entity | Promoter | 1 | Jan 30, 2026 → Jan 30, 2026 |
| Charles Elliot | Director | 1 | Jan 30, 2026 → Jan 30, 2026 |
| Cypress Phase I REIT Subsidiary Manager LLC entity | Promoter | 1 | Jan 30, 2026 → Jan 30, 2026 |
| Jonathan Gelb | Director | 1 | Dec 30, 2025 → Dec 30, 2025 |
| L. Clairon Partners LPF GP, LLC entity | Director | 1 | Oct 12, 2018 → Dec 30, 2025 |
| Michael O'Connor | Executive Officer | 1 | Jul 20, 2023 → Jul 21, 2025 |
| Cypress Creek Subsidiary LLC entity | Promoter | 1 | Jan 19, 2024 → Jan 19, 2024 |
| Lion Gables Realty Limited Partnership entity | Promoter | 1 | Jan 19, 2024 → Jan 19, 2024 |
| Reece David | Executive Officer | 1 | Jul 20, 2023 → Jul 20, 2023 |
| John R. Killian | Executive Officer | 1 | Jul 15, 2009 → Dec 30, 2022 |
| CV QOZ Partners Series E GP, LLC entity | Director | 1 | Dec 30, 2022 → Dec 30, 2022 |
| Simon Barnes | Director | 1 | Jul 1, 2022 → Jul 1, 2022 |
| Jens Hoellermann | Director | 1 | Jul 1, 2022 → Jul 1, 2022 |
| Alistair Calvert | Director | 1 | Jul 1, 2022 → Jul 1, 2022 |
| Clarion Europe Logistics GP Sarl Clarion Europe Logistics GP Sarl entity | Executive Officer, Director | 1 | Jul 1, 2022 → Jul 1, 2022 |
| CV QOZ Partners Series D GP, LLC entity | Director | 1 | Mar 8, 2022 → Mar 8, 2022 |
| Ralph J. Bedford | Executive Officer | 1 | Mar 8, 2022 → Mar 8, 2022 |
| CV QOZ Partners Series D GP, LLC CV QOZ Partners Series D GP, LLC entity | Director | 1 | Apr 16, 2021 → Apr 16, 2021 |
| GENERAL PARTNER J. CLARION PARTNERS REAL ESTATE IDF GP, LLC entity | Director | 1 | Mar 25, 2019 → Mar 29, 2021 |
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