PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:23 AM ET

Sponsor Check › Person

DG
No photo found yet (own website and image search run after this page is viewed)

David Gilbert

Named as an officer, director or promoter on SEC Form D filings · NY · Feb 3, 2011 → Jul 21, 2026

36deals (issuers)
$27.67Breported sold
3,608investors
72Form D filings
2011–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

David Gilbert is listed as an executive officer and director on 72 SEC Form D filings by 36 issuers between Feb 2011 and Jul 2026. Largest by amount reported sold: CLARION LION PROPERTIES FUND, LP (New York, NY — pooled investment fund — 2011–2021; $22.11B reported sold to 993 investors), Clarion Gables Multifamily Trust, L.P. (New York, NY — pooled investment fund — 2016–2020; $3.13B reported sold to 82 investors), Clarion Gables Multifamily Trust Parallel Fund, L.P. (New York, NY — pooled investment fund — 2017–2026; $824.5M reported sold to 18 investors), CV QOZ Partners Series D, LP (New York, NY — pooled investment fund — 2022; $498.2M reported sold to 756 investors), Clarion Europe Logistics V SCA, SICAV-RAIF (Luxembourg, Luxembourg (as filed: N4) — pooled investment fund — 2022; $322.5M reported sold to 1 investors) and 31 more (all listed below).

What this means That is a lot of deals — 36 separate companies raised money with this person listed as executive officer and director, over about 15 years. Across those companies the filings report $27.67B sold in total.

Listed alongside Patrick Tully, Jr. (52 shared filings), Hugh Macdonnell (51 shared filings), Stephen J. Furnary (50 shared filings), Craig Tagen (49 shared filings), Edward L. Carey (29 shared filings) and 58 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around David. Each name links to their own page.

All 36 issuers belong to the sponsor group Cv Qoz (56 issuers, $41.32B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Cv Qoz has 56 companies on file and $41.32B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 SEC release, 13 bankruptcy cases matching the name listed in Key records below.

What this means 14 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 72 public filings for David Gilbert and found 15 differences, 6 worth asking the sponsor about: Regulator action: Members Service Corporation, Philip Sung, John R. Silseth II, Union Securities Ltd., David Gilbert, Todd H. Moore, Charles V. Payne, Wall Street Strategies, Inc., Joseph Lanza, Kenneth O'Neal. (May 21, 1997); Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for David Gilbert has not run yet — it is #9,645 of 53,154 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). 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.

2. Regulatory actions

1 SEC release

Members Service Corporation, Philip Sung, John R. Silseth II, Union Securities Ltd., David Gilbert, Todd H. Moore, Charles V. Payne, Wall Street Strategies, Inc., Joseph Lanza, Kenneth O'Neal. Litigation release
SEC · May 21, 1997 · Parties as named in the release: Members Service Corporation, Philip Sung, John R. Silseth II, Union Securities Ltd., David Gilbert, Todd H. Moore, Charles V. Payne, Wall Street Strategies, Inc., Joseph Lanza, Kenneth O'Neal. Read the release ↗
same full name in the release title; 9 people with this name in Form D filings; the person's filing state is named in the release
What was searched

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. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched David Gilbert..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

13 cases: 13 closed (disposition not in docket feed)

David J Gilbert closed
United States Bankruptcy Court, W.D. New York · No. 1-11-12612 · Filed Jul 26, 2011 · Closed Nov 29, 2017
Role of David J Gilbert: Debtor · Outcome: Case closed 2017-11-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (NY)
David H. Gilbert, Jr. and Jill M. Gilbert closed
United States Bankruptcy Court, N.D. New York · No. 10-30423 · Filed Feb 26, 2010 · Closed Oct 27, 2010
Role of David H. Gilbert, Jr.: Debtor · Outcome: Case closed 2010-10-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (NY)
David E. Gilbert closed
United States Bankruptcy Court, D. Colorado · No. 07-12956 · Filed Mar 29, 2007 · Closed Jul 31, 2007
Role of David E. Gilbert: Debtor · Outcome: Case closed 2007-07-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (CO)
David L. Gilbert closed
United States Bankruptcy Court, N.D. New York · No. 06-10360 · Filed Feb 28, 2006 · Closed Nov 10, 2006
Role of David L. Gilbert: Debtor · Outcome: Case closed 2006-11-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (NY)
David E. Gilbert and Penny K. Gilbert closed
United States Bankruptcy Court, W.D. New York · No. 1-04-16400 · Filed Aug 30, 2004 · Closed Jan 7, 2005
Role of David E. Gilbert and Penny K. Gilbert: Debtor · Outcome: Case closed 2005-01-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (NY)
David R Gilbert closed
United States Bankruptcy Court, E.D. New York · No. 1-03-26690 · Filed Dec 15, 2003 · Closed Apr 27, 2004
Role of David R Gilbert: Debtor · Outcome: Case closed 2004-04-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (NY)
David Gilbert closed
United States Bankruptcy Court, D. Colorado · No. 03-30459 · Filed Oct 14, 2003 · Closed Feb 27, 2004
Role of David Gilbert: Debtor · Outcome: Case closed 2004-02-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (CO)
David C. Gilbert and Tammy A. Gilbert closed
United States Bankruptcy Court, N.D. New York · No. 03-10466 · Filed Jan 28, 2003 · Closed Jun 2, 2003
Role of David C. Gilbert and Tammy A. Gilbert: Debtor · Outcome: Case closed 2003-06-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (NY)
David Gilbert and Bobbi Gilbert closed
United States Bankruptcy Court, D. Colorado · No. 00-19613 · Filed Aug 16, 2000 · Closed Dec 7, 2000
Role of David Gilbert and Bobbi Gilbert: Debtor · Outcome: Case closed 2000-12-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (CO)
David J. Gilbert closed
United States Bankruptcy Court, W.D. New York · No. 1-99-12274 · Filed Apr 22, 1999 · Closed Sep 2, 1999
Role of David J. Gilbert: Debtor · Outcome: Case closed 1999-09-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (NY)
Tammy A. Gilbert and David C. Gilbert closed
United States Bankruptcy Court, N.D. New York · No. 95-12392 · Filed Jun 23, 1995 · Closed May 1, 1996
Role of David C. Gilbert: Debtor · Outcome: Case closed 1996-05-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (NY)
David A. Gilbert and Dawna M. Gilbert closed
United States Bankruptcy Court, W.D. New York · No. 1-93-12791 · Filed Sep 17, 1993 · Closed Jan 24, 1994
Role of David A. Gilbert and Dawna M. Gilbert: Debtor · Outcome: Case closed 1994-01-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (NY)
David J. Gilbert closed
United States Bankruptcy Court, W.D. New York · No. 1-92-12246 · Filed Jun 24, 1992 · Closed Oct 27, 1992
Role of David J. Gilbert: Debtor · Outcome: Case closed 1992-10-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 280 federal dockets); 9 people with this name in Form D filings; court in the person's filing state (NY)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). 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.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

15 differences found between the filings for David Gilbert — 6 worth asking about (compared the newest 50 of 72 filings on Oct 24, 2026; older filings not covered)

Worth asking · May 21, 1997

Regulator action: Members Service Corporation, Philip Sung, John R. Silseth II, Union Securities Ltd., David Gilbert, Todd H. Moore, Charles V. Payne, Wall Street Strategies, Inc., Joseph Lanza, Kenneth O'Neal. (May 21, 1997)

An SEC litigation release dated May 21, 1997 names David Gilbert. Our match estimate: 44%. The release is the source; we do not summarize its outcome here.

What this means A regulator filed or announced an action naming this person or company (or someone on the same filings). Read the release; ask the sponsor what it was and how it ended.

Members Service Corporation, Philip Sung, John R. Silseth II, Union Securities Ltd., David Gilbert, Todd H. Moore, Charles V. Payne, Wall Street Strategies, Inc., Joseph Lanza, Kenneth O'Neal. ↗
Sources
Worth asking · Jul 19, 2019 – Jul 20, 2020

Investor count went down between filings — Clarion Gables Multifamily Trust Parallel Fund, L.P.

The Jul 19, 2019 filing reports 13 investors; the Jul 20, 2020 Form D/A reports 12 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jul 19, 2019 ↗Form D/A (later) · Jul 20, 2020 ↗Clarion Gables Multifamily Trust Parallel Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 7, 2018 – Jul 20, 2018

Investor count went down between filings — Clarion Gables Multifamily Trust, L.P.

The Mar 7, 2018 filing reports 50 investors; the Jul 20, 2018 Form D/A reports 49 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Mar 7, 2018 ↗Form D/A (later) · Jul 20, 2018 ↗Clarion Gables Multifamily Trust, L.P. — PartnerFacts page ↗
Sources
Worth asking · Aug 1, 2017 – Jul 15, 2020

David Gilbert appears on 3 deals that stopped filing before reaching their target

Penn Square IV U.S. Real Estate Fund, LP (last filing Jul 15, 2020; $10,273,500 sold of $200,000,000); Clarion Partners Debt Investment Fund, LP (last filing Mar 7, 2018; $145,918,367 sold of $500,000,000); Clarion Ventures 4 L.P. (last filing Aug 1, 2017; $104,015,306 sold of $500,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Penn Square IV U.S. Real Estate Fund, LP — PartnerFacts page ↗Clarion Partners Debt Investment Fund, LP — PartnerFacts page ↗Clarion Ventures 4 L.P. — PartnerFacts page ↗
Sources
Note · Jun 3, 2022 – Jul 1, 2022

Form D filed 28 days after the first sale — Clarion Europe Logistics V SCA, SICAV-RAIF

The filing says the first sale was Jun 3, 2022. The Form D was filed Jul 1, 2022 — 28 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 13 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jul 1, 2022 ↗Clarion Europe Logistics V SCA, SICAV-RAIF — PartnerFacts page ↗
Sources
Note · Jan 16, 2015 – Jul 1, 2022

22 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Clarion Europe Logistics V SCA, SICAV-RAIF (latest filing Jul 1, 2022) · No amendment in the last 12 months on an offering that may still be open — CV QOZ Partners Series D, LP (latest filing Mar 8, 2022) · No amendment in the last 12 months on an offering that may still be open — CLARION PARTNERS REAL ESTATE IDF, LP (latest filing Mar 29, 2021) · No amendment in the last 12 months on an offering that may still be open — Penn Square IV U.S. Real Estate Fund, LP (latest filing Jul 15, 2020) · No amendment in the last 12 months on an offering that may still be open — CV QOZ Partners Series C, LP (latest filing Apr 3, 2020) · and 17 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Jul 1, 2022 ↗Clarion Europe Logistics V SCA, SICAV-RAIF — PartnerFacts page ↗Form D/A · Mar 8, 2022 ↗CV QOZ Partners Series D, LP — PartnerFacts page ↗
Sources
Worth asking · Jan 4, 2021 – Jan 3, 2022

David Gilbert is no longer listed on the Jan 3, 2022 amendment — CLARION LION PROPERTIES FUND, LP

David Gilbert appears on the Jan 4, 2021 Form D/A (executive officer) but not on the Jan 3, 2022 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Jan 4, 2021 ↗Form D/A · Jan 3, 2022 ↗David Gilbert — PartnerFacts page ↗CLARION LION PROPERTIES FUND, LP — PartnerFacts page ↗
Sources
Worth asking · Jul 20, 2020 – Jul 21, 2021

David Gilbert is no longer listed on the Jul 21, 2021 amendment — Clarion Gables Multifamily Trust, L.P.

David Gilbert appears on the Jul 20, 2020 Form D/A (executive officer) but not on the Jul 21, 2021 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Jul 20, 2020 ↗Form D/A · Jul 21, 2021 ↗David Gilbert — PartnerFacts page ↗Clarion Gables Multifamily Trust, L.P. — PartnerFacts page ↗
Sources
Note · Mar 5, 2015 – Jul 21, 2025

Industry group changed between filings — Clarion Gables Multifamily Trust, L.P.

"Other Real Estate" (Mar 5, 2015 to Jul 19, 2024); then "Pooled Investment Fund" (Jul 21, 2025 to Jul 21, 2026).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Mar 5, 2015 ↗Form D/A · Jul 21, 2025 ↗Clarion Gables Multifamily Trust, L.P. — PartnerFacts page ↗
Sources
Note · Nov 17, 2023 – Apr 17, 2024

Same name, different state: "David Gilbert" (UT) is a separate record

This page covers filings where the address state is NY. A separate record, "David Gilbert" with address state UT, is listed on 2 filings — most recently by Legacy Engine, LLC (Apr 17, 2024). Both records have filings in the same period (Nov 17, 2023 to Apr 17, 2024).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

David Gilbert (UT) — PartnerFacts page ↗Form D · Apr 17, 2024 ↗Legacy Engine, LLC — PartnerFacts page ↗David Gilbert (NY) — this page ↗
Sources
Note · Jan 2, 2020 – Feb 5, 2024

Same name, different state: "David Gilbert" (CO) is a separate record

This page covers filings where the address state is NY. A separate record, "David Gilbert" with address state CO, is listed on 2 filings — most recently by Omega Resources, Inc. (Feb 5, 2024). Both records have filings in the same period (Jan 2, 2020 to Feb 5, 2024).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

David Gilbert (CO) — PartnerFacts page ↗Form D · Feb 5, 2024 ↗Omega Resources, Inc. — PartnerFacts page ↗David Gilbert (NY) — this page ↗
Sources
Note · Nov 1, 2017 – Jul 14, 2022

Same name, different state: "David Chase Gilbert" (TN) is a separate record

This page covers filings where the address state is NY. A separate record, "David Chase Gilbert" with address state TN, is listed on 6 filings — most recently by Built Technologies, Inc. (Jul 14, 2022). Both records have filings in the same period (Nov 1, 2017 to Jul 14, 2022).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

David Chase Gilbert (TN) — PartnerFacts page ↗Form D · Jul 14, 2022 ↗Built Technologies, Inc. — PartnerFacts page ↗David Gilbert (NY) — this page ↗
Sources
Note · Nov 3, 2016 – May 8, 2017

Same name, different state: "DAVID GILBERT" (OR) is a separate record

This page covers filings where the address state is NY. A separate record, "DAVID GILBERT" with address state OR, is listed on 2 filings — most recently by HFV ENTERPRISES, INC. (May 8, 2017). Both records have filings in the same period (Nov 3, 2016 to May 8, 2017).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

DAVID GILBERT (OR) — PartnerFacts page ↗Form D · May 8, 2017 ↗HFV ENTERPRISES, INC. — PartnerFacts page ↗David Gilbert (NY) — this page ↗
Sources
Note · Jul 20, 2010 – Sep 16, 2010

Same name, different state: "David Gilbert" (NJ) is a separate record

This page covers filings where the address state is NY. A separate record, "David Gilbert" with address state NJ, is listed on 2 filings — most recently by Mantara Inc (Sep 16, 2010). The two records do not overlap in time: this page runs Feb 3, 2011 to Jul 21, 2026; the other runs Jul 20, 2010 to Sep 16, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

David Gilbert (NJ) — PartnerFacts page ↗Form D/A · Sep 16, 2010 ↗Mantara Inc — PartnerFacts page ↗David Gilbert (NY) — this page ↗
Sources
Note · Jan 29, 2019 – Aug 9, 2019

Address moved from Steamboat Springs, CO to New York, NY — Penn Square IV U.S. Real Estate Fund, LP

The people listed on the Jan 29, 2019 filing give Steamboat Springs, CO; on the Aug 9, 2019 filing they give New York, NY.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · Jan 29, 2019 ↗Form D/A · Aug 9, 2019 ↗Penn Square IV U.S. Real Estate Fund, LP — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 72 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

26 of 36 offerings report sales commissions totalling $36,455,271; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 21, 2026 D/A
Clarion Gables Multifamily Trust Parallel Fund, L.P.
File 021-291309
$0$0$0None listed on this filingEDGAR ↗
Jul 1, 2022 D
Clarion Europe Logistics V SCA, SICAV-RAIF
File 021-450998
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 8, 2022 D/A
CV QOZ Partners Series D, LP
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
CLARION PARTNERS REAL ESTATE IDF, LP
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 ↗
Jan 4, 2021 D/A
CLARION LION PROPERTIES FUND, LP
File 021-49915
$5,270,650$0$0 (est.)JP Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jul 20, 2020 D/A
Clarion Gables Multifamily Trust, L.P.
File 021-235311
$8,000,000$0$0Hodes Weill Securities, LLC BrokerCheck CRD 131848 ↗EDGAR ↗
Jul 15, 2020 D/A
Penn Square IV U.S. Real Estate Fund, LP
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
CV QOZ Partners Series C, LP
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 filingEDGAR ↗
Dec 27, 2019 D
CV QOZ Partners B-3, LP
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
CV QOZ Partners B-6, LP
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
CV QOZ Partners B-7, LP
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
CV QOZ Partners B-4, LP
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
CV QOZ Partners B-8, LP
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
CV QOZ Partners B-2, LP
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
CV QOZ Partners B-1, LP
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
CV QOZ Partners B-5, LP
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
CV QOZ Partners A-6, LP
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
CV QOZ Partners A-5, LP
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
CV QOZ Partners A-4, LP
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
CV QOZ Partners A-3, LP
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
CV QOZ Partners A-2, LP
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
CV QOZ Partners A-1, LP
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 ↗
Mar 13, 2018 D
Clarion Partners Debt Investment Fund Blocker, LLC
File 021-307612
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2018 D/A
Clarion Partners Debt Investment Fund, LP
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 ↗
Aug 11, 2017 D
CLPF Longhorn Portfolio REIT LLC
File 021-292631
$6,000$0$0H & 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
Clarion Ventures 4 L.P.
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 filingEDGAR ↗
Jul 21, 2017 D
Clarion Ventures 4 Parallel II L.P.
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 filingEDGAR ↗
Feb 3, 2017 D
CLPF - MA REIT, LLC
File 021-280026
$6,250 (est.)$0$0H & 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
CLPF - KSA Grocery Portfolio REIT, LLC
File 021-280028
$6,250 (est.)$0$0H & 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
Clarion Retail, L.P.
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 filingEDGAR ↗
Jan 30, 2017 D
Clarion Ventures 4 Parallel L.P.
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 filingEDGAR ↗
Jan 29, 2016 D
Clarion Partners Management LLC
File 021-256291
$0$0$0None listed on this filingEDGAR ↗
Jan 19, 2016 D
Clarion KSA-Cal REIT, Inc.
File 021-255424
$6,250$0$0Charles 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 ↗
Apr 2, 2015 D/A
Campus-Clarion Student Housing Partners, LP
File 021-212544
$940,000 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
Nov 26, 2014 D
Campus-Clarion Student Housing Trust
File 021-229092
$6,250 (est.)$0$0Charles 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
Campus-Clarion Student Housing Partners Feeder Investors, LP
File 021-213333
$1,250,000 (est.)$0$0Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (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 every filing this person is listed on (latest filing per offering, per issuer).

Deals 36

Every issuer that named David Gilbert on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

CG
Pooled Investment Fund · group: Cv Qoz

Clarion Gables Multifamily Trust Parallel Fund, L.P.

New York, NY · Jul 21, 2017 → Jul 21, 2026 · 6 filings
  • Jul 21, 2026 · D/A · $775,035,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of Clarion Partners, LLC, the sole member of the General Partner of the Issuer) EDGAR ↗
  • Jul 21, 2025 · D/A · $775,035,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 20, 2020 · D/A · $443,699,200 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 19, 2019 · D/A · $443,699,200 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 20, 2018 · D/A · $252,962,210 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 21, 2017 · D · $250,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (President, Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $824.5M from 18 investors as of the latest filing. David is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CE
Pooled Investment Fund · group: Cv Qoz

Clarion Europe Logistics V SCA, SICAV-RAIF

Luxembourg, Luxembourg (as filed: N4) · Jul 1, 2022
  • Jul 1, 2022 · D · $322,530,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the General Partner of the Issuer) EDGAR ↗

Raised $322.5M from 1 investor as of the latest filing. David is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners Series D, LP

New York, NY · Mar 8, 2022
  • Mar 8, 2022 · D/A · $498,159,705 sold of Indefinite · 756 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer of Clarion Partners, LLC, sole member of CV QOZ Partners Series D GP, LLC, the general partner of Issuer) EDGAR ↗

Raised $498.2M from 756 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CP
Pooled Investment Fund · group: Cv Qoz

CLARION PARTNERS REAL ESTATE IDF, LP

New York, NY · Mar 25, 2019 → Mar 29, 2021 · 2 filings
  • Mar 29, 2021 · D/A · $0 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 25, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

1 investors reported; no amount sold yet as of the latest filing. David is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CL
Pooled Investment Fund · group: Cv Qoz

CLARION LION PROPERTIES FUND, LP

New York, NY · Feb 3, 2011 → Jan 4, 2021 · 9 filings
  • Jan 4, 2021 · D/A · $16,052,354,050 sold of Indefinite · 847 investors · min. $25,000 · role: Executive Officer (PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Jan 3, 2020 · D/A · $14,457,388,789 sold of Indefinite · 817 investors · min. $25,000 · role: Executive Officer (PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Sep 11, 2019 · D/A · $13,485,982,377 sold of Indefinite · 752 investors · min. $25,000 · role: Executive Officer (PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • May 17, 2019 · D/A · $12,731,322,227 sold of Indefinite · 724 investors · min. $25,000 · role: Executive Officer (PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 12, 2018 · D/A · $11,923,900,778 sold of Indefinite · 661 investors · min. $25,000 · role: Executive Officer (PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 13, 2017 · D/A · $10,324,152,537 sold of Indefinite · 491 investors · min. $25,000 · role: Executive Officer (PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 14, 2016 · D/A · $9,280,525,136 sold of Indefinite · 432 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Nov 4, 2011 · D/A · $3,764,952,531 sold of Indefinite · 321 investors · min. No minimum reported · role: Executive Officer (VICE PRESIDENT OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Feb 3, 2011 · D/A · $4,846,759,973 sold of Indefinite · 274 investors · min. No minimum reported · role: Executive Officer (VICE PRESIDENT OF ING CLARION PARTNERS, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $22.11B from 993 investors as of the latest filing. David is listed as executive officer on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CG
Other Real Estate · group: Cv Qoz

Clarion Gables Multifamily Trust, L.P.

New York, NY · Mar 7, 2016 → Jul 20, 2020 · 6 filings
  • Jul 20, 2020 · D/A · $2,565,282,466 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 19, 2019 · D/A · $1,989,057,728 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 20, 2018 · D/A · $1,784,897,923 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Mar 7, 2018 · D/A · $1,782,201,108 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (President and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Mar 7, 2017 · D/A · $1,637,764,132 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer (President and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Mar 7, 2016 · D/A · $1,598,844,546 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (President and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $3.13B from 82 investors as of the latest filing. David is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 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.

PS
Pooled Investment Fund · group: Cv Qoz

Penn Square IV U.S. Real Estate Fund, LP

Steamboat Springs, CO · Sep 7, 2018 → Jul 15, 2020 · 12 filings
  • Jul 15, 2020 · D/A · $10,273,500 sold of $200,000,000 · 95 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • May 11, 2020 · D/A · $9,673,500 sold of $200,000,000 · 91 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Apr 10, 2020 · D/A · $9,623,500 sold of $200,000,000 · 90 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 12, 2020 · D/A · $9,463,500 sold of $200,000,000 · 88 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 7, 2020 · D/A · $8,938,500 sold of $200,000,000 · 81 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 7, 2020 · D/A · $8,863,500 sold of $200,000,000 · 79 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Dec 10, 2019 · D/A · $8,863,500 sold of $200,000,000 · 79 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Nov 6, 2019 · D/A · $8,551,500 sold of $200,000,000 · 77 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Oct 8, 2019 · D/A · $8,126,500 sold of $200,000,000 · 75 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Aug 9, 2019 · D/A · $7,341,500 sold of $200,000,000 · 68 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 29, 2019 · D/A · $5,759,500 sold of $200,000,000 · 46 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Sep 7, 2018 · D · $2,590,000 sold of $200,000,000 · 15 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $10.3M from 95 investors (5% of the $200M target) as of the latest filing. David is listed as executive officer on 12 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners Series C, LP

New York, NY · Apr 3, 2020
  • Apr 3, 2020 · D · $23,900,000 sold of Indefinite · 2 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners Series C GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $23.9M from 2 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-8, LP

New York, NY · Dec 27, 2019
  • Dec 27, 2019 · D · $1,055,202 sold of Indefinite · 75 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners B-8 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $1.06M from 75 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-7, LP

New York, NY · Dec 27, 2019
  • Dec 27, 2019 · D · $2,264,260 sold of Indefinite · 75 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners B-7 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $2.26M from 75 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-6, LP

New York, NY · Dec 27, 2019
  • Dec 27, 2019 · D · $4,220,807 sold of Indefinite · 75 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners B-6 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $4.22M from 75 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-5, LP

New York, NY · Dec 27, 2019
  • Dec 27, 2019 · D · $8,121,036 sold of Indefinite · 75 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners B-5 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $8.12M from 75 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-4, LP

New York, NY · Dec 27, 2019
  • Dec 27, 2019 · D · $8,441,614 sold of Indefinite · 75 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners B-4 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $8.44M from 75 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-3, LP

New York, NY · Dec 27, 2019
  • Dec 27, 2019 · D · $10,552,018 sold of Indefinite · 75 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners B-3 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $10.6M from 75 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-2, LP

New York, NY · Dec 27, 2019
  • Dec 27, 2019 · D · $15,828,027 sold of Indefinite · 75 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners B-2 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $15.8M from 75 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-1, LP

New York, NY · Dec 27, 2019
  • Dec 27, 2019 · D · $21,104,036 sold of Indefinite · 75 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners B-1 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $21.1M from 75 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-6, LP

New York, NY · Oct 30, 2019
  • Oct 30, 2019 · D · $3,367,322 sold of Indefinite · 52 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners A-6 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $3.37M from 52 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-5, LP

New York, NY · Oct 30, 2019
  • Oct 30, 2019 · D · $5,025,853 sold of Indefinite · 52 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners A-5 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $5.03M from 52 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-4, LP

New York, NY · Oct 30, 2019
  • Oct 30, 2019 · D · $5,025,853 sold of Indefinite · 52 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners A-4 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $5.03M from 52 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-3, LP

New York, NY · Oct 30, 2019
  • Oct 30, 2019 · D · $5,025,853 sold of Indefinite · 52 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners A-3 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $5.03M from 52 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-2, LP

New York, NY · Oct 30, 2019
  • Oct 30, 2019 · D · $10,051,706 sold of Indefinite · 52 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners A-2 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $10.1M from 52 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-1, LP

New York, NY · Oct 30, 2019
  • Oct 30, 2019 · D · $20,103,413 sold of Indefinite · 52 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, sole member of CV QOZ Partners A-1 GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $20.1M from 52 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CP
Pooled Investment Fund · group: Cv Qoz

Clarion Partners Debt Investment Fund Blocker, LLC

New York, NY · Mar 13, 2018
  • Mar 13, 2018 · D · $5,102,000 sold of Indefinite · 2 investors · min. $102,000 · role: Executive Officer (Executive Officer of the Administrator of the Issuer) EDGAR ↗

Raised $5.1M from 2 investors as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CP
Pooled Investment Fund · group: Cv Qoz

Clarion Partners Debt Investment Fund, LP

New York, NY · May 13, 2016 → Mar 7, 2018 · 3 filings
  • Mar 7, 2018 · D/A · $145,918,367 sold of $500,000,000 · 32 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Sole Member of the General Partner of the Issuer) EDGAR ↗
  • Feb 27, 2017 · D/A · $102,000,000 sold of $500,000,000 · 6 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Sole Member of the General Partner of the Issuer) EDGAR ↗
  • May 13, 2016 · D/A · $60,000,000 sold of $500,000,000 · 4 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Sole Member of the General Partner of the Issuer) EDGAR ↗

Raised $145.9M from 32 investors (29% of the $500M target) as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CL
REITS and Finance · group: Cv Qoz

CLPF Longhorn Portfolio REIT LLC

New York, NY · Aug 11, 2017
  • Aug 11, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE MANAGER OF THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 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.

CV
Pooled Investment Fund · group: Cv Qoz

Clarion Ventures 4 L.P.

New York, NY · Feb 17, 2016 → Aug 1, 2017 · 3 filings
  • Aug 1, 2017 · D/A · $104,015,306 sold of $500,000,000 · 20 investors · min. No minimum reported · role: Executive Officer (President, Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Ventures 4, LLC, the general partner of the Issuer) EDGAR ↗
  • Feb 17, 2017 · D/A · $84,183,673 sold of $500,000,000 · 3 investors · min. No minimum reported · role: Executive Officer (President and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Ventures 4, LLC the general partner of the Issuer) EDGAR ↗
  • Feb 17, 2016 · D · $51,020,408 sold of $500,000,000 · 2 investors · min. No minimum reported · role: Executive Officer (President and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Ventures 4, LLC the general partner of the Issuer) EDGAR ↗

Raised $104M from 20 investors (21% of the $500M target) as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CV
Pooled Investment Fund · group: Cv Qoz

Clarion Ventures 4 Parallel II L.P.

New York, NY · Jul 21, 2017
  • Jul 21, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (President, Chief Executive Officer and Chief Investment Officer of Clarion Partners, LLC, manager of Clarion Ventures 4, LLC, sole member of Clarion Ventures 4 Parallel II, LLC, the general partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CK
REITS and Finance · group: Cv Qoz

CLPF - KSA Grocery Portfolio REIT, LLC

New York, NY · Feb 3, 2017
  • Feb 3, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE MANAGER OF THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 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.

CM
REITS and Finance · group: Cv Qoz

CLPF - MA REIT, LLC

New York, NY · Feb 3, 2017
  • Feb 3, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE MANAGER OF THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 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.

CR
Pooled Investment Fund · group: Cv Qoz

Clarion Retail, L.P.

New York, NY · Jan 30, 2017
  • Jan 30, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of Clarion Partners, LLC, manager of Clarion Ventures 4, LLC, sole member of Clarion Retail GP, LLC, the general partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CV
Pooled Investment Fund · group: Cv Qoz

Clarion Ventures 4 Parallel L.P.

New York, NY · Jan 30, 2017
  • Jan 30, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Director of Clarion Partners, LLC, manager of Clarion Ventures 4, LLC, sole member of Clarion Ventures 4 Parallel, LLC, the general partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CP
Other Real Estate · group: Cv Qoz

Clarion Partners Management LLC

New York, NY · Jan 29, 2016
  • Jan 29, 2016 · D · $124,086,915 sold of $146,000,000 · 37 investors · min. No minimum reported · role: Executive Officer (President and Chief Investment Officer) EDGAR ↗

Raised $124.1M from 37 investors (85% of the $146M target) as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 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.

CK
REITS and Finance · group: Cv Qoz

Clarion KSA-Cal REIT, Inc.

New York, NY · Jan 19, 2016
  • Jan 19, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director (Vice President) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. David is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 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.

CC
Pooled Investment Fund · group: Cv Qoz

Campus-Clarion Student Housing Partners, LP

New York, NY · Feb 26, 2014 → Apr 2, 2015 · 3 filings
  • Apr 2, 2015 · D/A · $246,445,000 sold of $550,000,000 · 28 investors · min. No minimum reported · role: Executive Officer (Executive Board Member of the Issuer's General Partner) EDGAR ↗
  • Apr 3, 2014 · D/A · $114,643,000 sold of $550,000,000 · 6 investors · min. No minimum reported · role: Executive Officer (Executive Board Member of the Issuer's General Partner) EDGAR ↗
  • Feb 26, 2014 · D · $114,643,000 sold of $550,000,000 · 6 investors · min. No minimum reported · role: Executive Officer (Executive Board Member of the Issuer's General Partner) EDGAR ↗

Raised $246.4M from 28 investors (45% of the $550M target) as of the latest filing. David is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

CC
Other Real Estate · group: Cv Qoz

Campus-Clarion Student Housing Trust

New York, NY · Nov 26, 2014
  • Nov 26, 2014 · D · $125,000 sold of $125,000 · 125 investors · min. $1 · role: Executive Officer, Director (Trustee and Executive Vice President) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. David is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 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.

CC
Pooled Investment Fund · group: Cv Qoz

Campus-Clarion Student Housing Partners Feeder Investors, LP

New York, NY · Mar 11, 2014
  • Mar 11, 2014 · D · $2,250,000 sold of $100,000,000 · 4 investors · min. No minimum reported · role: Executive Officer (Executive Board Member of the Issuer's General Partner) EDGAR ↗

Raised $2.25M from 4 investors (2% of the $100M target) as of the latest filing. David is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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.

Other pages with the same name (8)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • David J. Gilbert — NY, 6 issuers, Jul 20, 2021 → Jul 21, 2026 · shares 3 issuers with this record
  • David Gilbert — CO, 2 issuers, Jan 2, 2020 → Feb 5, 2024 · no shared issuer
  • David Gilbert — UT, 2 issuers, Nov 17, 2023 → Apr 17, 2024 · no shared issuer
  • David Gilbert — NJ, 1 issuer, Jul 20, 2010 → Sep 16, 2010 · no shared issuer
  • David Chase Gilbert — TN, 1 issuer, Nov 1, 2017 → Jul 14, 2022 · no shared issuer
  • DAVID GILBERT — OR, 1 issuer, Nov 3, 2016 → May 8, 2017 · no shared issuer
  • DAVID L. GILBERT — NY, 1 issuer, Dec 5, 2012 → Oct 15, 2015 · shares 1 issuer with this record
  • David A. Gilbert — TN, 1 issuer, Jul 1, 2013 → Oct 19, 2015 · no shared issuer

People around David 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

CP
Management entity

Clarion Partners, LLC

Executive Officer, Promoter · 16 shared filings (3 issuers) · also on 2 other issuers

Clarion Partners, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

PS
Management entity

Penn Square IV GP, LLC

Executive Officer, Director, Promoter · 12 shared filings (1 issuer)

Listed on the same filings as David Gilbert. Their page shows their other deals.

PS
Management entity

Penn Square Distributors, LLC

Promoter, Director · 12 shared filings (1 issuer)

Listed on the same filings as David Gilbert. Their page shows their other deals.

LC
Management entity

L. Clairon Partners LPF GP, LLC

Director · 5 shared filings (1 issuer)

Listed on the same filings as David Gilbert. Their page shows their other deals.

CV
Management entity

Clarion Ventures 4, LLC

Director · 3 shared filings (1 issuer)

Listed on the same filings as David Gilbert. Their page shows their other deals.

JC
Management entity

J. Clarion Partners LPF GP, LLC

Director · 2 shared filings (1 issuer)

Listed on the same filings as David Gilbert. Their page shows their other deals.

CR
Management entity

Clarion Retail GP, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as David Gilbert. Their page shows their other deals.

PT
No photo found yet (own website and image search run after this page is viewed)
Person

Patrick Tully, Jr.

Executive Officer, Director · 52 shared filings (31 issuers) · also on 3 other issuers

Patrick Tully, Jr. is on 34 issuers in total — a repeat sponsor. Their page lists every one.

HM
No photo found yet (own website and image search run after this page is viewed)
Person

Hugh Macdonnell

Executive Officer, Director · 51 shared filings (30 issuers) · also on 5 other issuers

Hugh Macdonnell is on 35 issuers in total — a repeat sponsor. Their page lists every one.

SF
No photo found yet (own website and image search run after this page is viewed)
Person

Stephen J. Furnary

Executive Officer · 50 shared filings (29 issuers) · also on 5 other issuers

Stephen J. Furnary is on 34 issuers in total — a repeat sponsor. Their page lists every one.

CT
No photo found yet (own website and image search run after this page is viewed)
Person

Craig Tagen

Executive Officer, Director · 49 shared filings (30 issuers) · also on 1 other issuer

Craig Tagen is on 31 issuers in total — a repeat sponsor. Their page lists every one.

EC
No photo found yet (own website and image search run after this page is viewed)
Person

Edward L. Carey

Executive Officer · 29 shared filings (20 issuers) · also on 5 other issuers

Edward L. Carey is on 25 issuers in total — a repeat sponsor. Their page lists every one.

RB
No photo found yet (own website and image search run after this page is viewed)
Person

Ralph Belford

Executive Officer · 26 shared filings (20 issuers) · also on 1 other issuer

Ralph Belford is on 21 issuers in total — a repeat sponsor. Their page lists every one.

SL
No photo found yet (own website and image search run after this page is viewed)
Person

Stephen P. Latimer

Executive Officer, Director · 15 shared filings (11 issuers) · also on 1 other issuer

Stephen P. Latimer is on 12 issuers in total — a repeat sponsor. Their page lists every one.

RS
No photo found yet (own website and image search run after this page is viewed)
Person

Richard Schaupp

Executive Officer · 12 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as David Gilbert. Their page shows their other deals.

ML
No photo found yet (own website and image search run after this page is viewed)
Person

Michelle Levy

Executive Officer · 12 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as David Gilbert. Their page shows their other deals.

JA
No photo found yet (own website and image search run after this page is viewed)
Person

Jonathan Albro

Executive Officer · 12 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as David Gilbert. Their page shows their other deals.

The team behind the deals

CQ
Sponsor group

Cv Qoz

56 issuers · 147 filings · $41.32B reported sold · 2009–2026

One team, 56 deal companies. David Gilbert is listed on 36 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name David Gilbert.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 3 of the 36 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Penn Square IV U.S. Real Estate Fund, LP, Clarion Partners Debt Investment Fund Blocker, LLC, Clarion Partners Debt Investment Fund, LP.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to David Gilbert by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 36 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers David Gilbert is listed on: none on file. No website or social profile named in CLARION LION PROPERTIES FUND, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #47,995 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗Colorado state courts — find the court ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

New York Secretary of State business search ↗Colorado Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when David Gilbert appears on a new Form D, or when a court case or SEC action is matched to them. See plans →