PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:54 AM ET

Sponsor Check › Person

HM

Hugh Macdonnell

Named as an officer, director or promoter on SEC Form D filings · NY · Oct 14, 2014 → Jul 21, 2026

35deals (issuers)
$40.34Breported sold
3,931investors
80Form D filings
2014–2026years 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: not yet

The short version

Hugh Macdonnell is listed as an executive officer and director on 80 SEC Form D filings by 35 issuers between Oct 2014 and Jul 2026. Largest by amount reported sold: CLARION LION PROPERTIES FUND, LP (New York, NY — pooled investment fund — 2014–2025; $22.11B reported sold to 993 investors), LION INDUSTRIAL TRUST (New York, NY — other real estate — 2017–2024; $12.67B reported sold to 372 investors), Clarion Gables Multifamily Trust, L.P. (New York, NY — pooled investment fund — 2016–2026; $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) and 30 more (all listed below).

What this means That is a lot of deals — 35 separate companies raised money with this person listed as executive officer and director, over about 12 years. Across those companies the filings report $40.34B sold in total.

Listed alongside Craig Tagen (64 shared filings), Patrick Tully, Jr. (55 shared filings), Stephen J. Furnary (55 shared filings), David Gilbert (51 shared filings), Edward L. Carey (36 shared filings) and 51 others.

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

All 35 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), state securities regulators (AZ, CA, DE, TX, WA) — none found. Not yet searched: SEC enforcement releases.

What this means Nothing turned up where we looked (2 sources). That does not prove there is nothing — it means none was found in those sources on that date.

What the community is saying

Nothing found on Reddit, BiggerPockets or community forums for high-net-worth investors (searched Oct 24, 2026) — search queued; this line updates when it has run.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

None found in sources searched

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

Not yet searched

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. — not yet searched.

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

No SEC search has run yet for this person.

3. Bankruptcies

None found in sources searched

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Not made for individual people — comparisons cover issuers and sponsor groups

5. Money to insiders

22 of 35 offerings report sales commissions totalling $42,838,270; 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, L.P.
File 021-235311
$8,000,000$0$0Hodes Weill Securities, LLC BrokerCheck CRD 131848 ↗EDGAR ↗
Jul 21, 2026 D/A
Clarion Gables Multifamily Trust Parallel Fund, L.P.
File 021-291309
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2025 D/A
CLARION LION PROPERTIES FUND, LP
File 021-49915
$17,475,040$0$0 (est.)JP Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Nov 5, 2025 D
Clarion Alternative Sectors Fund, LP
File 021-563084
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2025 D
Clarion Alternative Sectors Parallel Fund, LP
File 021-563085
$0$0$0None listed on this filingEDGAR ↗
Dec 31, 2024 D/A
LION INDUSTRIAL TRUST
File 021-141004
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2022 D
CV QOZ Partners Series E, LP
File 021-469247
$2,381,109$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully disclosed in the Issuer's confidential offering materials.
Citi Private Advisory, LLC BrokerCheck CRD 153777 ↗
Ameriprise Financial Services, LLC BrokerCheck CRD 6363 ↗
American Enterprise Investment Services, Inc. BrokerCheck CRD 26506 ↗		EDGAR ↗
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 ↗
Nov 19, 2020 D
CIV Portfolio, LP
File 021-381039
$0$0$0None listed on this filingEDGAR ↗
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 ↗
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 35

Every issuer that named Hugh Macdonnell 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 · 10 filings
  • Jul 21, 2026 · D/A · $775,035,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Managing Director 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 (Managing Director and Head of Client Capital Management of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 19, 2024 · D/A · $775,035,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Managing Director and Head of Client Capital Management of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 20, 2023 · D/A · $775,035,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Executive Officer (Managing Director and Head of Client Capital Management of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 21, 2022 · D/A · $824,535,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Managing Director and Head of Client Capital Management of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 21, 2021 · D/A · $775,037,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Managing Director and Head of CLient Management 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 (Managing Director 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 (Managing Director 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 (Managing Director 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 (Managing Director 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. Hugh is listed as executive officer on 10 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
Pooled Investment Fund · group: Cv Qoz

Clarion Gables Multifamily Trust, L.P.

New York, NY · Mar 7, 2016 → Jul 21, 2026 · 12 filings
  • Jul 21, 2026 · D/A · $3,125,981,000 sold of Indefinite · 82 investors · min. No minimum reported · role: Executive Officer (Managing Director of Clarion Partners, LLC, the sole member of the General Partner of the Issuer) EDGAR ↗
  • Jul 21, 2025 · D/A · $3,115,145,000 sold of Indefinite · 81 investors · min. No minimum reported · role: Executive Officer (Managing Director and Head of Client Capital Management of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 19, 2024 · D/A · $2,904,058,000 sold of Indefinite · 80 investors · min. No minimum reported · role: Executive Officer (Managing Director and Head of Client Capital Management of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 20, 2023 · D/A · $2,891,201,000 sold of Indefinite · 78 investors · min. No minimum reported · role: Executive Officer (Managing Director and Head of Client Capital Management of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 21, 2022 · D/A · $2,812,452,000 sold of Indefinite · 72 investors · min. No minimum reported · role: Executive Officer (Managing Director and Head of Client Capital Management of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 21, 2021 · D/A · $2,655,076,000 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Managing Director and Head of Client Capital Management of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 20, 2020 · D/A · $2,565,282,466 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (Managing Director 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 (Managing Director 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 (Managing Director 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 (Managing Director 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 (Managing Director 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 (Managing Director 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. Hugh 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.

CL
Pooled Investment Fund · group: Cv Qoz

CLARION LION PROPERTIES FUND, LP

New York, NY · Oct 14, 2014 → Dec 30, 2025 · 14 filings
  • Dec 30, 2025 · D/A · $22,112,155,022 sold of Indefinite · 993 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Dec 30, 2024 · D/A · $21,479,120,186 sold of Indefinite · 984 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Dec 29, 2023 · D/A · $20,954,591,483 sold of Indefinite · 965 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Dec 30, 2022 · D/A · $20,223,018,593 sold of Indefinite · 959 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Jan 3, 2022 · D/A · $17,861,445,163 sold of Indefinite · 909 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Jan 4, 2021 · D/A · $16,052,354,050 sold of Indefinite · 847 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR 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 (MANAGING DIRECTOR 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 (MANAGING DIRECTOR 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 (MANAGING DIRECTOR 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 (MANAGING DIRECTOR 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 (MANAGING DIRECTOR 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 OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 15, 2015 · D/A · $8,370,671,960 sold of Indefinite · 406 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 14, 2014 · D/A · $7,783,806,431 sold of Indefinite · 377 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗

Raised $22.11B from 993 investors as of the latest filing. Hugh is listed as executive officer on 14 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.

CA
Pooled Investment Fund · group: Cv Qoz

Clarion Alternative Sectors Parallel Fund, LP

New York, NY · Nov 5, 2025
  • Nov 5, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗

No sales reported yet as of the latest filing. Hugh 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.

CA
Pooled Investment Fund · group: Cv Qoz

Clarion Alternative Sectors Fund, LP

New York, NY · Nov 5, 2025
  • Nov 5, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗

No sales reported yet as of the latest filing. Hugh 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.

LI
Other Real Estate · group: Cv Qoz

LION INDUSTRIAL TRUST

New York, NY · Jul 26, 2017 → Dec 31, 2024 · 8 filings
  • Dec 31, 2024 · D/A · $12,665,304,785 sold of Indefinite · 344 investors · min. No minimum reported · role: Director (Mr. Macdonnell is a trustee, rather than a director, of the issuer.) EDGAR ↗
  • Dec 29, 2023 · D/A · $12,588,049,785 sold of Indefinite · 337 investors · min. No minimum reported · role: Director (Mr. Macdonnell is a trustee, rather than a director, of the issuer.) EDGAR ↗
  • Dec 30, 2022 · D/A · $11,617,839,090 sold of Indefinite · 372 investors · min. No minimum reported · role: Director (Mr. Macdonnell is a trustee, rather than a director, of the issuer.) EDGAR ↗
  • Jul 20, 2021 · D/A · $9,312,527,901 sold of Indefinite · 272 investors · min. No minimum reported · role: Director (Mr. Macdonnell is a trustee, rather than a director, of the issuer.) EDGAR ↗
  • Jul 20, 2020 · D/A · $7,989,782,075 sold of Indefinite · 261 investors · min. No minimum reported · role: Director (Mr. Macdonnell is a trustee, rather than a director, of the issuer.) EDGAR ↗
  • Jul 19, 2019 · D/A · $7,241,859,051 sold of Indefinite · 238 investors · min. No minimum reported · role: Director (Mr. Macdonnell is a trustee, rather than a director, of the issuer.) EDGAR ↗
  • Jul 20, 2018 · D/A · $6,103,719,439 sold of Indefinite · 213 investors · min. No minimum reported · role: Director (Mr. Macdonnell is a trustee, rather than a director, of the issuer.) EDGAR ↗
  • Jul 26, 2017 · D/A · $5,353,964,439 sold of Indefinite · 203 investors · min. No minimum reported · role: Director (Mr. Macdonnell is a trustee, rather than a director, of the issuer.) EDGAR ↗

Raised $12.67B from 372 investors as of the latest filing. Hugh is listed as director on 8 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners Series E, LP

New York, NY · Dec 30, 2022
  • Dec 30, 2022 · D · $235,387,107 sold of Indefinite · 328 investors · min. $250,000 · role: Executive Officer (Managing Director of Clarion Partners, LLC, sole member of CV QOZ Partners Series C GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $235.4M from 328 investors as of the latest filing. Hugh 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 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 (Managing Director of Clarion Partners, LLC, sole member of CV QOZ Partners Series D GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $498.2M from 756 investors as of the latest filing. Hugh 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. Hugh 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.

CP
Pooled Investment Fund · group: Cv Qoz

CIV Portfolio, LP

New York, NY · Nov 19, 2020
  • Nov 19, 2020 · D · $350,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Sole Member of the General Partner) EDGAR ↗

Raised $350M from 1 investor as of the latest filing. Hugh 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 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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. Hugh 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. Hugh 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 (MANAGING DIRECTOR 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. Hugh 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 (Managing Director 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 (Managing Director 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 (Managing Director 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. Hugh 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 (Managing Director 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. Hugh 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 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. Hugh 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 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. Hugh 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. Hugh 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. Hugh 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: Director (Managing Director) EDGAR ↗

Raised $124.1M from 37 investors (85% of the $146M target) as of the latest filing. Hugh 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: 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.

People around Hugh 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.

LC
Management entity

L. Clairon Partners LPF GP, LLC

Director · 7 shared filings (1 issuer)

Listed on the same filings as Hugh Macdonnell. Their page shows their other deals.

CP
Management entity

Clarion Partners, LLC

Executive Officer · 4 shared filings (2 issuers) · also on 3 other issuers

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

JC
Management entity

J. Clairon Partners LPF GP, LLC

Director · 3 shared filings (1 issuer)

Listed on the same filings as Hugh Macdonnell. 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 Hugh Macdonnell. 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 Hugh Macdonnell. 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 Hugh Macdonnell. Their page shows their other deals.

CP
Management entity

CIV Portfolio Investments GP, LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Hugh Macdonnell. Their page shows their other deals.

CQ
Management entity

CV QOZ Partners Series D GP, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Hugh Macdonnell. Their page shows their other deals.

CQ
Management entity

CV QOZ Partners Series E GP, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Hugh Macdonnell. Their page shows their other deals.

CT
Person

Craig Tagen

Executive Officer, Director · 64 shared filings (31 issuers)

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

SF
Person

Stephen J. Furnary

Executive Officer, Director · 55 shared filings (31 issuers) · also on 3 other issuers

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

PT
Person

Patrick Tully, Jr.

Executive Officer, Director · 55 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.

DG
Person

David Gilbert

Executive Officer · 51 shared filings (30 issuers) · also on 6 other issuers

David Gilbert is on 36 issuers in total — a repeat sponsor. Their page lists every one.

EC
Person

Edward L. Carey

Executive Officer · 36 shared filings (21 issuers) · also on 4 other issuers

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

RB
Person

Ralph Belford

Executive Officer · 36 shared filings (21 issuers)

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

DC
Person

David T. Confer

Executive Officer, Director · 23 shared filings (5 issuers) · also on 5 other issuers

David T. Confer is on 10 issuers in total — a repeat sponsor. Their page lists every one.

DG
Person

David J. Gilbert

Executive Officer, Director · 21 shared filings (6 issuers)

David J. Gilbert is on 6 issuers in total — a repeat sponsor. Their page lists every one.

SB
Person

Susan Boccardi

Director, Executive Officer · 20 shared filings (6 issuers)

Susan Boccardi is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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. Hugh Macdonnell is listed on 35 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 Hugh Macdonnell.

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

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

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