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

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Marc A. Utay

Named as an officer, director or promoter on SEC Form D filings · NY · Oct 6, 2009 → Feb 20, 2026

22deals (issuers)
$1.8Breported sold
793investors
36Form D filings
2009–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Marc A. Utay is listed as an executive officer, director, and promoter on 36 SEC Form D filings by 22 issuers between Mar 2009 and Feb 2026. Largest by amount reported sold: Clarion Investors IV, LP (New York, NY — pooled investment fund — 2022–2024; $432.1M reported sold to 164 investors), Clarion Investors III, LP (New York, NY — pooled investment fund — 2017; $427M reported sold to 118 investors), Crown Global International Inc. (New York, NY — insurance — 2024–2026; $218.9M reported sold to 197 investors), Clarion Investors IV (Offshore), LP (New York, NY — pooled investment fund — 2022–2024; $174.4M reported sold to 46 investors), Clarion Investors II, LP (New York, NY — pooled investment fund — 2013; $142.6M reported sold to 43 investors) and 17 more (all listed below).

What this means That is a lot of deals — 22 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $1.8B sold in total.

Listed alongside Eric D. Kogan (36 shared filings), Robert Klein (21 shared filings), Doug Mellinger (16 shared filings), Chris Calise (3 shared filings), Audrey Roslin (2 shared filings) and 14 others.

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

20 of the issuers belong to the sponsor group Clarion Clo (20 issuers, $1.79B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Clarion Clo has 20 companies on file and $1.79B 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) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 36 public filings for Marc A. Utay and found 7 differences, 2 worth asking the sponsor about: Marc A. Utay appears on 3 deals that stopped filing before reaching their target; Paid seller listed without a CRD number: Trumpet Lenox Investors, LLC; 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 Marc A. Utay has not run yet — it is joining a line of 48,209 names; 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, 2:17 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

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Marc A. Utay..

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

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

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, 2:17 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.

4. Differences between public sources

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

7 differences found between the filings for Marc A. Utay — 2 worth asking about (compared 36 filings on Oct 24, 2026)

Worth asking · Apr 17, 2013 – Jun 15, 2020

Marc A. Utay appears on 3 deals that stopped filing before reaching their target

Clarion CLO Opportunity Fund, LP (last filing Jun 15, 2020; $65,195,000 sold of $250,000,000); Clarion CLO Opportunity Fund (Offshore), LP (last filing Jun 15, 2020; $4,850,000 sold of $250,000,000); Clarion Investors II, LP (last filing Apr 17, 2013; $142,620,000 sold of $300,000,000). 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.

Clarion CLO Opportunity Fund, LP — PartnerFacts page ↗Clarion CLO Opportunity Fund (Offshore), LP — PartnerFacts page ↗Clarion Investors II, LP — PartnerFacts page ↗
Sources
Worth asking · Mar 25, 2009

Paid seller listed without a CRD number: Trumpet Lenox Investors, LLC — Lenox Holdings, Inc.

Trumpet Lenox Investors, LLC is listed as receiving sales compensation on 1 filing (Mar 25, 2009) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Mar 25, 2009 ↗BrokerCheck search: Trumpet Lenox Investors, LLC ↗Lenox Holdings, Inc. — PartnerFacts page ↗
Sources
Note · Mar 12, 2009 – Mar 27, 2024

10 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 Investors IV (Offshore), LP (latest filing Mar 27, 2024) · No amendment in the last 12 months on an offering that may still be open — Clarion Investors IV, LP (latest filing Mar 27, 2024) · No amendment in the last 12 months on an offering that may still be open — Clarion CLO Opportunity Feeder Fund II, LP (latest filing May 4, 2022) · No amendment in the last 12 months on an offering that may still be open — Clarion CLO Opportunity Fund II (Offshore), LP (latest filing May 4, 2022) · No amendment in the last 12 months on an offering that may still be open — Clarion CLO Opportunity Fund II, LP (latest filing May 4, 2022) · and 5 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/A · Mar 27, 2024 ↗Clarion Investors IV (Offshore), LP — PartnerFacts page ↗Form D/A · Mar 27, 2024 ↗Clarion Investors IV, LP — PartnerFacts page ↗
Sources
Note · Nov 2, 2022 – Mar 27, 2024

Marc A. Utay's role changed at Clarion Investors IV (Offshore), LP: executive officer, promoter → promoter

The Nov 2, 2022 filing lists Marc A. Utay as executive officer, promoter; the Mar 27, 2024 Form D/A lists promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Nov 2, 2022 ↗Form D/A · Mar 27, 2024 ↗Marc A. Utay — PartnerFacts page ↗Clarion Investors IV (Offshore), LP — PartnerFacts page ↗
Sources
Note · Nov 2, 2022 – Mar 27, 2024

Marc A. Utay's role changed at Clarion Investors IV, LP: executive officer, promoter → promoter

The Nov 2, 2022 filing lists Marc A. Utay as executive officer, promoter; the Mar 27, 2024 Form D/A lists promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Nov 2, 2022 ↗Form D/A · Mar 27, 2024 ↗Marc A. Utay — PartnerFacts page ↗Clarion Investors IV, LP — PartnerFacts page ↗
Sources
Note · Oct 6, 2009 – Mar 23, 2010

Minimum investment changed between filings — U.S. Nursing Corp

The Oct 6, 2009 filing lists a minimum of $163,496; the Mar 23, 2010 Form D lists $160,735.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Oct 6, 2009 ↗Form D (later) · Mar 23, 2010 ↗U.S. Nursing Corp — PartnerFacts page ↗
Sources
Note · Mar 25, 2009 – Oct 6, 2009

Marc A. Utay is written 2 different ways on the filings

listed as "Marc Utay" on 2 filings (from Mar 25, 2009), and "Marc A. Utay" on 34 filings (from Oct 6, 2009).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Mar 25, 2009 ↗Form D · Oct 6, 2009 ↗Marc A. Utay — 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. As of Oct 24, 2026.

5. Money to insiders

1 of 22 offerings reports sales commissions totalling $3,000,000; 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
Feb 20, 2026 D/A
Clarion CLO Opportunity Feeder Fund III, LP
File 021-505789
$0$0$0
The Issuer will pay management fees to its manager and carried interest to its general partner.
None listed on this filingEDGAR ↗
Feb 20, 2026 D/A
Clarion CLO Opportunity Fund III (Offshore), LP
File 021-505790
$0$0$0
The Issuer will pay management fees to its manager and carried interest to its general partner.
None listed on this filingEDGAR ↗
Feb 20, 2026 D/A
Crown Global International Inc.
File 021-505791
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2025 D
TCR Co-Invest, LP
File 021-552149
$0$0$0None listed on this filingEDGAR ↗
Dec 10, 2024 D
MPE Co-Invest, LP
File 021-531622
$0$0$0None listed on this filingEDGAR ↗
Mar 27, 2024 D/A
Clarion Investors IV, LP
File 021-463638
$0$0$0
The Issuer will pay management fees to its manager, Clarion Capital Partners, LLC.
None listed on this filingEDGAR ↗
Mar 27, 2024 D/A
Clarion Investors IV (Offshore), LP
File 021-463640
$0$0$0
The Issuer will pay management fees to its manager, Clarion Capital Partners, LLC.
None listed on this filingEDGAR ↗
Feb 21, 2024 D
Clarion CLO Opportunity Fund III, LP
File 021-505788
$0$0$0
The Issuer will pay management fees to its manager and carried interest to its general partner.
None listed on this filingEDGAR ↗
Dec 16, 2022 D
V10 Co-Invest, LP
File 021-467804
$0$0$0None listed on this filingEDGAR ↗
May 4, 2022 D/A
Clarion CLO Opportunity Feeder Fund II, LP
File 021-398223
$0$0$0
The Issuer will pay management fees to its manager, Clarion Capital Partners, LLC.
None listed on this filingEDGAR ↗
May 4, 2022 D/A
Clarion CLO Opportunity Fund II (Offshore), LP
File 021-398224
$0$0$0
The Issuer will pay management fees to its manager, Clarion Capital Partners, LLC.
None listed on this filingEDGAR ↗
May 4, 2022 D/A
Clarion CLO Opportunity Fund II, LP
File 021-398226
$0$0$0
The Issuer will pay management fees to its manager, Clarion Capital Partners, LLC.
None listed on this filingEDGAR ↗
Mar 28, 2022 D
CAS Co-Invest, LP
File 021-439167
$0$0$0None listed on this filingEDGAR ↗
Jun 15, 2020 D/A
Clarion CLO Opportunity Fund, LP
File 021-341824
$0$0$0
The Issuer will pay management fees to its manager, Clarion Capital Partners, LLC.
None listed on this filingEDGAR ↗
Jun 15, 2020 D/A
Clarion CLO Opportunity Fund (Offshore), LP
File 021-341825
$0$0$0
The Issuer will pay management fees to its manager, Clarion Capital Partners, LLC.
None listed on this filingEDGAR ↗
Nov 28, 2017 D
Clarion Investors III, LP
File 021-299602
$0$0$0
The Issuer will pay management fees to its manager, Clarion Capital Partners, LLC.
None listed on this filingEDGAR ↗
Aug 17, 2017 D
Rightsource Co-Invest, LP
File 021-293054
$0$0$0None listed on this filingEDGAR ↗
Nov 23, 2016 D
Madison Logic Co-Invest, LP
File 021-275053
$0$0$0None listed on this filingEDGAR ↗
Apr 17, 2013 D
Clarion Investors II, LP
File 021-195138
$3,000,000 (est.)$0 (est.)$0 (est.)du Pasquier & Co., Inc. BrokerCheck CRD 24750 ↗EDGAR ↗
Mar 23, 2010 D
U.S. Nursing Corp
File 021-134993
$0$0$0None listed on this filingEDGAR ↗
Aug 5, 2009 D
CMW Holdco Inc
File 021-121667
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 25, 2009 D
Lenox Holdings, Inc.
File 021-128740
$0$0$0Trumpet Lenox Investors, LLC no CRD number reportedEDGAR ↗
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 22

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

CG
Insurance · group: Clarion Clo

Crown Global International Inc.

New York, NY · Feb 21, 2024 → Feb 20, 2026 · 3 filings
  • Feb 20, 2026 · D/A · $218,869,192 sold of Indefinite · 197 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Partners, LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Feb 21, 2025 · D/A · $211,759,192 sold of Indefinite · 181 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Partners, LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Feb 21, 2024 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Partners, LLC, the Investment Manager of the Issuer.) EDGAR ↗

Raised $218.9M from 197 investors as of the latest filing. Marc 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: Insurance / 506(b) (687 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: Clarion Clo

Clarion CLO Opportunity Feeder Fund III, LP

New York, NY · Feb 21, 2024 → Feb 20, 2026 · 3 filings
  • Feb 20, 2026 · D/A · $42,600,000 sold of Indefinite · 12 investors · min. $1 · role: Executive Officer (Managing member of the ultimate general partner of the Issuer.) EDGAR ↗
  • Feb 21, 2025 · D/A · $42,600,000 sold of Indefinite · 12 investors · min. $1 · role: Executive Officer (Managing member of the ultimate general partner of the Issuer.) EDGAR ↗
  • Feb 21, 2024 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Managing member of the ultimate general partner of the Issuer.) EDGAR ↗

Raised $42.6M from 12 investors as of the latest filing. Marc 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
Pooled Investment Fund · group: Clarion Clo

Clarion CLO Opportunity Fund III (Offshore), LP

New York, NY · Feb 21, 2024 → Feb 20, 2026 · 3 filings
  • Feb 20, 2026 · D/A · $16,900,000 sold of Indefinite · 22 investors · min. $1 · role: Executive Officer (Managing member of the ultimate general partner of the Issuer.) EDGAR ↗
  • Feb 21, 2025 · D/A · $12,500,000 sold of Indefinite · 19 investors · min. $1 · role: Executive Officer (Managing member of the ultimate general partner of the Issuer.) EDGAR ↗
  • Feb 21, 2024 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Managing member of the ultimate general partner of the Issuer.) EDGAR ↗

Raised $16.9M from 22 investors as of the latest filing. Marc 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.

TC
Pooled Investment Fund · group: Clarion Clo

TCR Co-Invest, LP

New York, NY · Jul 17, 2025
  • Jul 17, 2025 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Promoter (Managing member of the ultimate general partner of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. Marc is listed as promoter.

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.

MC
Pooled Investment Fund · group: Clarion Clo

MPE Co-Invest, LP

New York, NY · Dec 10, 2024
  • Dec 10, 2024 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Managing member of the ultimate general partner of the Issuer.) EDGAR ↗

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

CI
Pooled Investment Fund · group: Clarion Clo

Clarion Investors IV (Offshore), LP

New York, NY · Nov 2, 2022 → Mar 27, 2024 · 2 filings
  • Mar 27, 2024 · D/A · $174,400,000 sold of Indefinite · 46 investors · min. $1 · role: Promoter (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗
  • Nov 2, 2022 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer, Promoter (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

Raised $174.4M from 46 investors as of the latest filing. Marc is listed as promoter, 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.

CI
Pooled Investment Fund · group: Clarion Clo

Clarion Investors IV, LP

New York, NY · Nov 2, 2022 → Mar 27, 2024 · 2 filings
  • Mar 27, 2024 · D/A · $432,089,000 sold of Indefinite · 164 investors · min. $1 · role: Promoter (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗
  • Nov 2, 2022 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer, Promoter (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

Raised $432.1M from 164 investors as of the latest filing. Marc is listed as promoter, 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.

CC
Pooled Investment Fund · group: Clarion Clo

Clarion CLO Opportunity Fund III, LP

New York, NY · Feb 21, 2024
  • Feb 21, 2024 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Managing member of the ultimate general partner of the Issuer.) EDGAR ↗

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

VC
Pooled Investment Fund · group: Clarion Clo

V10 Co-Invest, LP

New York, NY · Dec 16, 2022
  • Dec 16, 2022 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

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

CC
Pooled Investment Fund · group: Clarion Clo

Clarion CLO Opportunity Feeder Fund II, LP

New York, NY · May 4, 2021 → May 4, 2022 · 2 filings
  • May 4, 2022 · D/A · $76,925,000 sold of Indefinite · 53 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗
  • May 4, 2021 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

Raised $76.9M from 53 investors as of the latest filing. Marc 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.

CC
Pooled Investment Fund · group: Clarion Clo

Clarion CLO Opportunity Fund II (Offshore), LP

New York, NY · May 4, 2021 → May 4, 2022 · 2 filings
  • May 4, 2022 · D/A · $89,000,000 sold of Indefinite · 21 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗
  • May 4, 2021 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

Raised $89M from 21 investors as of the latest filing. Marc 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.

CC
Pooled Investment Fund · group: Clarion Clo

Clarion CLO Opportunity Fund II, LP

New York, NY · May 4, 2021 → May 4, 2022 · 2 filings
  • May 4, 2022 · D/A · $775,000 sold of Indefinite · 1 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗
  • May 4, 2021 · D · $0 sold of Indefinite · 0 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

Raised $775K from 1 investor as of the latest filing. Marc 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.

CC
Pooled Investment Fund · group: Clarion Clo

CAS Co-Invest, LP

New York, NY · Mar 28, 2022
  • Mar 28, 2022 · D · $20,400,000 sold of Indefinite · 41 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

Raised $20.4M from 41 investors as of the latest filing. Marc 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.

CC
Pooled Investment Fund · group: Clarion Clo

Clarion CLO Opportunity Fund (Offshore), LP

New York, NY · Jun 13, 2019 → Jun 15, 2020 · 2 filings
  • Jun 15, 2020 · D/A · $4,850,000 sold of $250,000,000 · 8 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗
  • Jun 13, 2019 · D · $0 sold of $250,000,000 · 0 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

Raised $4.85M from 8 investors (2% of the $250M target) as of the latest filing. Marc 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.

CC
Pooled Investment Fund · group: Clarion Clo

Clarion CLO Opportunity Fund, LP

New York, NY · Jun 13, 2019 → Jun 15, 2020 · 2 filings
  • Jun 15, 2020 · D/A · $65,195,000 sold of $250,000,000 · 50 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗
  • Jun 13, 2019 · D · $0 sold of $250,000,000 · 0 investors · min. $1 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

Raised $65.2M from 50 investors (26% of the $250M target) as of the latest filing. Marc 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.

CI
Pooled Investment Fund · group: Clarion Clo

Clarion Investors III, LP

New York, NY · Nov 28, 2017
  • Nov 28, 2017 · D · $427,000,000 sold of $427,000,000 · 118 investors · min. $100,000 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

Raised $427M from 118 investors (100% of the $427M target) as of the latest filing. Marc 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.

RC
Pooled Investment Fund · group: Clarion Clo

Rightsource Co-Invest, LP

New York, NY · Aug 17, 2017
  • Aug 17, 2017 · D · $0 sold of Indefinite · 0 investors · min. $50,000 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

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

ML
Pooled Investment Fund · group: Clarion Clo

Madison Logic Co-Invest, LP

New York, NY · Nov 23, 2016
  • Nov 23, 2016 · D · $0 sold of Indefinite · 0 investors · min. $50,000 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

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

CI
Pooled Investment Fund · group: Clarion Clo

Clarion Investors II, LP

New York, NY · Apr 17, 2013
  • Apr 17, 2013 · D · $142,620,000 sold of $300,000,000 · 43 investors · min. $100,000 · role: Executive Officer (Managing member of Clarion Capital Management GP, LLC, the ultimate general partner of the Issuer.) EDGAR ↗

Raised $142.6M from 43 investors (48% of the $300M target) as of the latest filing. Marc 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.

US
Other Health Care

U.S. Nursing Corp

Greenwood Village, CO · Oct 6, 2009 → Mar 23, 2010 · 2 filings
  • Mar 23, 2010 · D · $4,000,000 sold of $4,000,000 · 5 investors · min. $160,735 · role: Director EDGAR ↗
  • Oct 6, 2009 · D · $4,000,000 sold of $4,000,000 · 5 investors · min. $163,496 · role: Director EDGAR ↗

Raised $4M from 5 investors (100% of the $4M target) as of the latest filing. Marc is listed as director 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.

CH
Other

CMW Holdco Inc

New York, NY · Aug 5, 2009
  • Aug 5, 2009 · D · $1,550,000 sold of $1,550,000 · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $1.55M from 2 investors (100% of the $1.55M target) as of the latest filing. Marc 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.

LH
Other · group: Clarion Clo

Lenox Holdings, Inc.

New York, NY · Mar 25, 2009
  • Mar 25, 2009 · D · $81,309,063 sold of $81,751,821 · 10 investors · min. $169,234 · role: Director EDGAR ↗

Raised $81.3M from 10 investors (99% of the $81.8M target) as of the latest filing. Marc 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.

People around Marc 19

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

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

Eric D. Kogan

Director, Executive Officer, Promoter · 36 shared filings (22 issuers)

Eric D. Kogan is on 22 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert Klein

Executive Officer, Director · 21 shared filings (10 issuers) · also on 44 other issuers

Robert Klein is on 54 issuers in total — a repeat sponsor. Their page lists every one.

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

Doug Mellinger

Promoter, Director, Executive Officer · 16 shared filings (8 issuers)

Doug Mellinger is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Chris Calise

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Richard M. Green

Director · 2 shared filings (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

James L. Fetter

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Patrick Donovan

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Raymond Marcy

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Jon Haas

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Audrey Roslin

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Gregory L. Mikkelsen

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Lerner Perry

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Chris Calabrese

Director · 1 shared filing (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Tom Goundrey

Director, Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Peter J. Cameron, Jr.

Director, Executive Officer · 1 shared filing (1 issuer) · also on 4 other issuers

Peter J. Cameron, Jr. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Marc Krigsman

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Larry Rubin

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

David Ragins

Director · 1 shared filing (1 issuer)

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

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

Perry Lerner

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Marc A. Utay. Their page shows their other deals.

The team behind the deals

CC
Sponsor group

Clarion Clo

20 issuers · 33 filings · $1.79B reported sold · 2009–2026

One team, 20 deal companies. Marc A. Utay is listed on 20 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 Marc A. Utay.

Same business address

37 other issuers file from the same address

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)

None of the 22 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

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 Marc A. Utay 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 22 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Marc A. Utay is listed on: none on file. No website or social profile named in Clarion Investors III, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #262,774 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

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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

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