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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 8:03 AM ET

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ORISON CHAFFEE

Named as an officer, director or promoter on SEC Form D filings · MN · Feb 2, 2012 → Jan 24, 2020

11deals (issuers)
$11.57Breported sold
563investors
52Form D filings
2012–2020years on file
Follow this personLook further ↓PDF

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

The short version

ORISON CHAFFEE is listed as an executive officer, director, and promoter on 52 SEC Form D filings by 11 issuers between Apr 2011 and Jan 2020. Largest by amount reported sold: PARAMETRIC DEFENSIVE EQUITY FUND LLC (Minneapolis, MN — pooled investment fund — 2012–2020; $8.65B reported sold to 383 investors), Parametric Global Defensive Equity Fund LLC (Minneapolis, MN — pooled investment fund — 2015–2019; $2.02B reported sold to 123 investors), Clifton Commodities Fund LP (Minneapolis, MN — pooled investment fund — 2011–2019; $329.3M reported sold to 16 investors), Parametric, Research Affiliates Systematic Global Macro Master Fund, Ltd. (Minneapolis, MN — pooled investment fund — 2017–2018; $220M reported sold to 6 investors), Clifton Equal Sector Commodity Strategy Fund LLC (Minneapolis, MN — investing — 2012–2018; $102.4M reported sold to 17 investors) and 6 more (all listed below).

What this means That is a lot of deals — 11 separate companies raised money with this person listed as executive officer, director, and promoter, over about 9 years. Across those companies the filings report $11.57B sold in total.

Listed alongside Thomas Lee (50 shared filings), Parametric Portfolio Associates LLC (16 shared filings, management entity), d/b/a PARAMETRIC CLIFTON PARAMETRIC PORTFOLIO ASSOCIATES LLC (16 shared filings, management entity), Christine Smith (6 shared filings), Frederick S. Marius (6 shared filings) and 8 others.

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

All 11 issuers belong to the sponsor group Clifton (16 issuers, $12.7B reported sold, 2011–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Clifton has 16 companies on file and $12.7B 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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, 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 the newest 50 of 52 public filings for ORISON CHAFFEE and found 11 differences, 4 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

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

What the community is saying

Community search for ORISON CHAFFEE has not run yet — it is joining a line of 29,588 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

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 — 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, 2:24 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: VA (crawled Oct 23, 2026)

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 ORISON CHAFFEE..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, 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, 2:24 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

11 differences found between the filings for ORISON CHAFFEE — 4 worth asking about (compared the newest 50 of 52 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 15, 2015 – Apr 15, 2016

Amount sold went down between filings — Clifton Commodities Fund LP

The Apr 15, 2015 filing says $325,642,808 sold; the Apr 15, 2016 Form D/A says $205,405,000 sold — $120,237,808 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Apr 15, 2015 ↗Form D/A (later) · Apr 15, 2016 ↗Clifton Commodities Fund LP — PartnerFacts page ↗
Sources
Worth asking · Jan 31, 2013 – Jul 30, 2013

Amount sold went down between filings — Clifton Equal Sector Commodity Strategy Fund LLC

The Jan 31, 2013 filing says $18,000,000 sold; the Jul 30, 2013 Form D/A says $5,841,719 sold — $12,158,281 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Jan 31, 2013 ↗Form D/A (later) · Jul 30, 2013 ↗Clifton Equal Sector Commodity Strategy Fund LLC — PartnerFacts page ↗
Sources
Worth asking · Oct 6, 2016 – Nov 10, 2016

Investor count went down between filings — Clifton Equal Sector Commodity Strategy Fund LLC

The Oct 6, 2016 filing reports 13 investors; the Nov 10, 2016 Form D/A reports 9 investors.

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

Form D/A (earlier) · Oct 6, 2016 ↗Form D/A (later) · Nov 10, 2016 ↗Clifton Equal Sector Commodity Strategy Fund LLC — PartnerFacts page ↗
Sources
Note · Apr 18, 2011 – Apr 4, 2019

5 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 — Clifton Commodities Fund LP (latest filing Apr 4, 2019) · No amendment in the last 12 months on an offering that may still be open — Clifton Equal Sector Commodity Strategy Fund LLC (latest filing Oct 5, 2018) · No amendment in the last 12 months on an offering that may still be open — CLIFTON U.S. INFLATION-LINKED BOND FUND LTD. (latest filing Apr 17, 2014) · No amendment in the last 12 months on an offering that may still be open — CLIFTON INTERNATIONAL INFLATION-LINKED BOND FUND LTD. (latest filing Apr 17, 2014) · No amendment in the last 12 months on an offering that may still be open — CLIFTON GLOBAL BALANCED RISK FUND LTD. (latest filing Mar 11, 2013)

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 · Apr 4, 2019 ↗Clifton Commodities Fund LP — PartnerFacts page ↗Form D/A · Oct 5, 2018 ↗Clifton Equal Sector Commodity Strategy Fund LLC — PartnerFacts page ↗
Sources
Worth asking · Nov 16, 2018 – Jan 27, 2021

5 people are no longer listed on a later amendment

ORISON CHAFFEE is no longer listed on the Jan 27, 2021 amendment — PARAMETRIC DEFENSIVE EQUITY FUND LLC · ORISON CHAFFEE is no longer listed on the Nov 16, 2020 amendment — Parametric Multi-Asset Volatility Risk Premium Fund, LLC · ORISON CHAFFEE is no longer listed on the Aug 26, 2020 amendment — Parametric Liquid Alternative Fund LLC · ORISON CHAFFEE is no longer listed on the Aug 26, 2020 amendment — Parametric Global Defensive Equity Fund LLC · ORISON CHAFFEE is no longer listed on the Nov 18, 2019 amendment — Parametric, Research Affiliates Systematic Global Macro Master Fund, Ltd.

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Jan 24, 2020 ↗Form D/A · Jan 27, 2021 ↗ORISON CHAFFEE — PartnerFacts page ↗PARAMETRIC DEFENSIVE EQUITY FUND LLC — PartnerFacts page ↗
Sources
Note · Apr 11, 2012 – Apr 11, 2013

ORISON CHAFFEE's role changed at Clifton Commodities Fund LP: executive officer → executive officer, director, promoter

The Apr 11, 2012 filing lists ORISON CHAFFEE as executive officer; the Apr 11, 2013 Form D/A lists executive officer, director, 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/A · Apr 11, 2012 ↗Form D/A · Apr 11, 2013 ↗ORISON CHAFFEE — PartnerFacts page ↗Clifton Commodities Fund LP — PartnerFacts page ↗
Sources
Note · Jan 24, 2020 – Jan 27, 2021

Minimum investment changed between filings — PARAMETRIC DEFENSIVE EQUITY FUND LLC

The Jan 24, 2020 filing lists a minimum of $5,000,000; the Jan 27, 2021 Form D/A lists $3,000,000.

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

Form D/A (earlier) · Jan 24, 2020 ↗Form D/A (later) · Jan 27, 2021 ↗PARAMETRIC DEFENSIVE EQUITY FUND LLC — PartnerFacts page ↗
Sources
Note · Aug 18, 2015 – Aug 17, 2016

Minimum investment changed between filings — Parametric Global Defensive Equity Fund LLC

The Aug 18, 2015 filing lists a minimum of $5,000,000; the Aug 17, 2016 Form D/A lists $3,000,000.

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

Form D (earlier) · Aug 18, 2015 ↗Form D/A (later) · Aug 17, 2016 ↗Parametric Global Defensive Equity Fund LLC — PartnerFacts page ↗
Sources
Note · Apr 11, 2012 – Apr 11, 2013

Minimum investment changed between filings — Clifton Commodities Fund LP

The Apr 11, 2012 filing lists a minimum of $0; the Apr 11, 2013 Form D/A lists $5,000,000.

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

Form D/A (earlier) · Apr 11, 2012 ↗Form D/A (later) · Apr 11, 2013 ↗Clifton Commodities Fund LP — PartnerFacts page ↗
Sources
Note · Apr 21, 2011 – Feb 2, 2012

ORISON CHAFFEE is written 2 different ways on the filings

listed as "Orison Y. Chaffee" on 2 filings (from Apr 21, 2011), and "Orison Chaffee" on 50 filings (from Feb 2, 2012).

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 · Apr 21, 2011 ↗Form D · Feb 2, 2012 ↗ORISON CHAFFEE — PartnerFacts page ↗
Sources
Note · Feb 2, 2012 – Jan 23, 2014

Industry group changed between filings — PARAMETRIC DEFENSIVE EQUITY FUND LLC

"Investing" (Feb 2, 2012 to Jan 31, 2013); then "Pooled Investment Fund" (Jan 23, 2014 to Jan 30, 2026).

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

Form D · Feb 2, 2012 ↗Form D/A · Jan 23, 2014 ↗PARAMETRIC DEFENSIVE EQUITY FUND LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 52 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 11 offerings report sales commissions; 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
Jan 24, 2020 D/A
PARAMETRIC DEFENSIVE EQUITY FUND LLC
File 021-172833
$0$0$0 (est.)None listed on this filingEDGAR ↗
Nov 8, 2019 D/A
Parametric Multi-Asset Volatility Risk Premium Fund, LLC
File 021-325192
$0$0$0Eaton Vance Distributors, Inc. BrokerCheck CRD 37731 ↗EDGAR ↗
Aug 27, 2019 D/A
Parametric Global Defensive Equity Fund LLC
File 021-245985
$0$0$0None listed on this filingEDGAR ↗
Aug 27, 2019 D/A
Parametric Liquid Alternative Fund LLC
File 021-269112
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2019 D/A
Clifton Commodities Fund LP
File 021-158746
$0$0$0None listed on this filingEDGAR ↗
Nov 16, 2018 D/A
Parametric, Research Affiliates Systematic Global Macro Master Fund, Ltd.
File 021-286154
$0$0$0None listed on this filingEDGAR ↗
Oct 5, 2018 D/A
Clifton Equal Sector Commodity Strategy Fund LLC
File 021-182036
$0$0$0None listed on this filingEDGAR ↗
Dec 27, 2016 D
Parametric, Research Affiliates Systematic Global Macro Fund, Ltd.
File 021-277069
$0$0$0None listed on this filingEDGAR ↗
Apr 17, 2014 D/A
CLIFTON INTERNATIONAL INFLATION-LINKED BOND FUND LTD.
File 021-176437
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 17, 2014 D/A
CLIFTON U.S. INFLATION-LINKED BOND FUND LTD.
File 021-176440
$0$0$0 (est.)None listed on this filingEDGAR ↗
Mar 11, 2013 D/A
CLIFTON GLOBAL BALANCED RISK FUND LTD.
File 021-174737
$0$0$0 (est.)None 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 11

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

PD
Pooled Investment Fund · group: Clifton

PARAMETRIC DEFENSIVE EQUITY FUND LLC

Minneapolis, MN · Feb 2, 2012 → Jan 24, 2020 · 10 filings
  • Jan 24, 2020 · D/A · $6,981,789,109 sold of Indefinite · 320 investors · min. $5,000,000 · role: Executive Officer, Promoter (MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Jan 25, 2019 · D/A · $5,806,850,268 sold of Indefinite · 284 investors · min. $5,000,000 · role: Executive Officer, Promoter (MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Jan 22, 2018 · D/A · $4,669,305,657 sold of Indefinite · 233 investors · min. $5,000,000 · role: Executive Officer, Promoter (MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Jan 20, 2017 · D/A · $3,053,609,876 sold of Indefinite · 151 investors · min. $5,000,000 · role: Executive Officer, Promoter (MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Jan 20, 2016 · D/A · $2,091,135,478 sold of Indefinite · 105 investors · min. $5,000,000 · role: Executive Officer, Promoter (MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Mar 31, 2015 · D/A · $1,192,223,421 sold of Indefinite · 66 investors · min. $5,000,000 · role: Executive Officer, Promoter (MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Jan 20, 2015 · D/A · $1,192,223,421 sold of Indefinite · 66 investors · min. $5,000,000 · role: Executive Officer, Promoter (MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Jan 23, 2014 · D/A · $655,489,447 sold of Indefinite · 36 investors · min. $5,000,000 · role: Executive Officer, Promoter (MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Jan 31, 2013 · D/A · $208,773,000 sold of Indefinite · 17 investors · min. $5,000,000 · role: Executive Officer, Promoter (VP, Managing Director of Manager of Issuer) EDGAR ↗
  • Feb 2, 2012 · D · $38,500,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Executive Officer, Promoter (Managing Principal of Manager of Issuer, The Clifton Group Investment Management Company) EDGAR ↗

Raised $8.65B from 383 investors as of the latest filing. Orison is listed as executive officer, promoter 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.

PM
Pooled Investment Fund · group: Clifton

Parametric Multi-Asset Volatility Risk Premium Fund, LLC

Minneapolis, MN · Nov 6, 2018 → Nov 8, 2019 · 2 filings
  • Nov 8, 2019 · D/A · $54,000,000 sold of Indefinite · 3 investors · min. $3,000,000 · role: Promoter (Managing Director of the Manager of Issuer) EDGAR ↗
  • Nov 6, 2018 · D · $50,000,000 sold of Indefinite · 1 investors · min. $3,000,000 · role: Promoter (Managing Director of the Manager of Issuer) EDGAR ↗

Raised $55.8M from 5 investors as of the latest filing. Orison is listed as promoter 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.

PL
Pooled Investment Fund · group: Clifton

Parametric Liquid Alternative Fund LLC

Minneapolis, MN · Aug 17, 2016 → Aug 27, 2019 · 5 filings
  • Aug 27, 2019 · D/A · $87,753,715 sold of Indefinite · 7 investors · min. $3,000,000 · role: Promoter (Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 12, 2019 · D/A · $61,460,000 sold of Indefinite · 4 investors · min. $3,000,000 · role: Promoter (Managing Director of Manager of Issuer) EDGAR ↗
  • Aug 17, 2018 · D/A · $61,460,000 sold of Indefinite · 4 investors · min. $3,000,000 · role: Promoter (Managing Director of Manager of Issuer) EDGAR ↗
  • Aug 17, 2017 · D/A · $0 sold of Indefinite · 0 investors · min. $3,000,000 · role: Promoter (Managing Director of Manager of Issuer) EDGAR ↗
  • Aug 17, 2016 · D · $0 sold of Indefinite · 0 investors · min. $3,000,000 · role: Promoter (Managing Director of Manager of Issuer) EDGAR ↗

Raised $101.7M from 10 investors as of the latest filing. Orison is listed as promoter on 5 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.

PG
Pooled Investment Fund · group: Clifton

Parametric Global Defensive Equity Fund LLC

Minneapolis, MN · Aug 18, 2015 → Aug 27, 2019 · 5 filings
  • Aug 27, 2019 · D/A · $1,472,047,103 sold of Indefinite · 85 investors · min. $3,000,000 · role: Executive Officer (Managing Director of Manager of Issuer) EDGAR ↗
  • Aug 17, 2018 · D/A · $965,569,983 sold of Indefinite · 67 investors · min. $3,000,000 · role: Executive Officer (Managing Director of Manager of Issuer) EDGAR ↗
  • Aug 17, 2017 · D/A · $604,869,688 sold of Indefinite · 14 investors · min. $3,000,000 · role: Executive Officer (Managing Director of Manager of Issuer) EDGAR ↗
  • Aug 17, 2016 · D/A · $118,872,115 sold of Indefinite · 14 investors · min. $3,000,000 · role: Executive Officer (Managing Director of Manager of Issuer) EDGAR ↗
  • Aug 18, 2015 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer (Managing Director of Manager of Issuer) EDGAR ↗

Raised $2.02B from 123 investors as of the latest filing. Orison is listed as executive officer on 5 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: Clifton

Clifton Commodities Fund LP

Minneapolis, MN · Apr 21, 2011 → Apr 4, 2019 · 9 filings
  • Apr 4, 2019 · D/A · $329,337,808 sold of Indefinite · 16 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (MANAGING DIRECTOR OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Apr 3, 2018 · D/A · $329,337,808 sold of Indefinite · 16 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (MANAGING DIRECTOR OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Apr 3, 2017 · D/A · $328,937,808 sold of Indefinite · 16 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (MANAGING DIRECTOR OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Apr 15, 2016 · D/A · $205,405,000 sold of Indefinite · 16 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (MANAGING DIRECTOR OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Apr 15, 2015 · D/A · $325,642,808 sold of Indefinite · 14 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (MANAGING DIRECTOR OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Apr 17, 2014 · D/A · $317,203,289 sold of Indefinite · 14 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (MANAGING DIRECTOR OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Apr 11, 2013 · D/A · $317,203,289 sold of Indefinite · 14 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF GENERAL PARTNER OF ISSUER) EDGAR ↗
  • Apr 11, 2012 · D/A · $278,832,808 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Managing Principal and President of the Issuer's General Partner) EDGAR ↗
  • Apr 21, 2011 · D · $31,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Principal and President of the Issuer's General Partner) EDGAR ↗

Raised $329.3M from 16 investors as of the latest filing. Orison is listed as executive officer, director, promoter on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PR
Pooled Investment Fund · group: Clifton

Parametric, Research Affiliates Systematic Global Macro Master Fund, Ltd.

Minneapolis, MN · May 5, 2017 → Nov 16, 2018 · 3 filings
  • Nov 16, 2018 · D/A · $157,510,000 sold of Indefinite · 6 investors · min. $3,000,000 · role: Promoter (Managing Director of the Manager of Issuer) EDGAR ↗
  • Nov 16, 2017 · D/A · $120,001,000 sold of Indefinite · 4 investors · min. $3,000,000 · role: Promoter (Managing Director of the Manager of Issuer) EDGAR ↗
  • May 5, 2017 · D · $20,010,000 sold of Indefinite · 3 investors · min. $3,000,000 · role: Promoter (Managing Director of the Manager of Issuer) EDGAR ↗

Raised $220M from 6 investors as of the latest filing. Orison is listed as promoter 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.

CE
Investing · group: Clifton

Clifton Equal Sector Commodity Strategy Fund LLC

Minneapolis, MN · Jul 31, 2012 → Oct 5, 2018 · 9 filings
  • Oct 5, 2018 · D/A · $102,413,796 sold of Indefinite · 17 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Oct 5, 2017 · D/A · $98,610,796 sold of Indefinite · 9 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Nov 10, 2016 · D/A · $92,224,142 sold of Indefinite · 9 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Oct 6, 2016 · D/A · $90,977,142 sold of Indefinite · 13 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Oct 6, 2015 · D/A · $89,789,833 sold of Indefinite · 13 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Oct 7, 2014 · D/A · $5,841,719 sold of Indefinite · 7 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Jul 30, 2013 · D/A · $5,841,719 sold of Indefinite · 7 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Jan 31, 2013 · D/A · $18,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Jul 31, 2012 · D · $18,000,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Executive Officer, Director, Promoter (MANAGING PRINCIPAL OF THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $102.4M from 17 investors as of the latest filing. Orison is listed as executive officer, director, promoter on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

PR
Pooled Investment Fund · group: Clifton

Parametric, Research Affiliates Systematic Global Macro Fund, Ltd.

Minneapolis, MN · Dec 27, 2016
  • Dec 27, 2016 · D · $0 sold of Indefinite · 0 investors · min. $3,000,000 · role: Promoter (Managing director of the manager of issuer) EDGAR ↗

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

CI
Investing · group: Clifton

CLIFTON INTERNATIONAL INFLATION-LINKED BOND FUND LTD.

Minneapolis, MN · Apr 10, 2012 → Apr 17, 2014 · 3 filings
  • Apr 17, 2014 · D/A · $15,538,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer, Director, Promoter (MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Apr 11, 2013 · D/A · $15,538,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF INVESTMENT MANAGER OF ISSUER) EDGAR ↗
  • Apr 10, 2012 · D · $13,500,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer, Director, Promoter (Managing principal of Investment Manager of Issuer, The Clifton Group Investment Management Company) EDGAR ↗

Raised $15.5M from 1 investor as of the latest filing. Orison is listed as executive officer, director, promoter 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: Investing / 506(b) (2,521 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.

CU
Investing · group: Clifton

CLIFTON U.S. INFLATION-LINKED BOND FUND LTD.

Minneapolis, MN · Apr 10, 2012 → Apr 17, 2014 · 3 filings
  • Apr 17, 2014 · D/A · $16,445,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer, Director, Promoter (MANAGING DIRECTOR OF MANAGER OF ISSUER) EDGAR ↗
  • Apr 11, 2013 · D/A · $16,445,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer, Director, Promoter (VP, MANAGING DIRECTOR OF INVESTMENT MANAGER OF ISSUER) EDGAR ↗
  • Apr 10, 2012 · D · $15,900,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer, Director, Promoter (Managing principal of Investment Manager of Issuer, The Clifton Group Investment Management Company) EDGAR ↗

Raised $16.4M from 1 investor as of the latest filing. Orison is listed as executive officer, director, promoter 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: Investing / 506(b) (2,521 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
Investing · group: Clifton

CLIFTON GLOBAL BALANCED RISK FUND LTD.

Minneapolis, MN · Mar 12, 2012 → Mar 11, 2013 · 2 filings
  • Mar 11, 2013 · D/A · $50,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer, Director, Promoter (VP, Managing Director of Issuer) EDGAR ↗
  • Mar 12, 2012 · D · $50,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer, Director, Promoter (Managing principal of Investment Manager of Issuer, The Clifton Group Investment Management Company) EDGAR ↗

Raised $50M from 1 investor as of the latest filing. Orison is listed as executive officer, director, promoter 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.

People around Orison 13

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

PP
Management entity

Parametric Portfolio Associates LLC

Promoter · 16 shared filings (5 issuers) · also on 5 other issuers

Parametric Portfolio Associates LLC is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Thomas Lee

Executive Officer, Director, Promoter · 50 shared filings (11 issuers) · also on 4 other issuers

Thomas Lee is on 15 issuers in total — a repeat sponsor. Their page lists every one.

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

Frederick S. Marius

Executive Officer, Director · 6 shared filings (3 issuers) · also on 22 other issuers

Frederick S. Marius is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

Christine Smith

Executive Officer, Director · 6 shared filings (3 issuers)

Listed on the same filings as Orison Chaffee. Their page shows their other deals.

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

PPA Minneapolis

Promoter · 5 shared filings (1 issuer)

Listed on the same filings as Orison Chaffee. Their page shows their other deals.

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

Management Company The Clifton Group Investment

Promoter · 4 shared filings (3 issuers)

Listed on the same filings as Orison Chaffee. Their page shows their other deals.

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

Jack L. Hansen

Executive Officer · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Orison Chaffee. Their page shows their other deals.

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

MANAGEMENT COMPANY THE CLIFTON INVESTMENT

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Orison Chaffee. Their page shows their other deals.

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

MANGEMENT COMPANY THE CLIFTON GROUP INVESTMENT

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Orison Chaffee. Their page shows their other deals.

The team behind the deals

C
Sponsor group

Clifton

16 issuers · 92 filings · $12.7B reported sold · 2011–2026

One team, 16 deal companies. Orison Chaffee is listed on 11 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 ORISON CHAFFEE.

Same business address

9 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

Adviser registration (Form ADV)

A person is never an adviser firm. 6 of the 11 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Parametric Global Defensive Equity Fund LLC, PARAMETRIC DEFENSIVE EQUITY FUND LLC, Parametric Multi-Asset Volatility Risk Premium Fund, LLC, Parametric Liquid Alternative Fund LLC, Parametric, Research Affiliates Systematic Global Macro Master Fund, Ltd., Parametric, Research Affiliates Systematic Global Macro Fund, Ltd..

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 ORISON CHAFFEE 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 11 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Orison Chaffee is listed on: none on file. No website or social profile named in Parametric Multi-Asset Volatility Risk Premium Fund, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #137,043 of 374,652 in line (1,383 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 (Minneapolis, MN). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Minnesota court records online ↗

Securities regulators

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

Business registries

Minnesota Secretary of State business search ↗OpenCorporates ↗

Change history

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