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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:35 AM ET

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Patrick Tully, Jr.

Named as an officer, director or promoter on SEC Form D filings · NY · May 13, 2016 → Jun 30, 2026

34deals (issuers)
$32.2Breported sold
3,875investors
66Form D filings
2016–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:21 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Patrick Tully, Jr. is listed as an executive officer and director on 66 SEC Form D filings by 34 issuers between Feb 2010 and Jun 2026. Largest by amount reported sold: CLARION LION PROPERTIES FUND, LP (New York, NY — pooled investment fund — 2010–2022; $22.11B reported sold to 993 investors), BlackRock US Core Property Fund, L.P. (New York, NY — pooled investment fund — 2025–2026; $4.58B reported sold to 169 investors), Clarion Gables Multifamily Trust, L.P. (New York, NY — pooled investment fund — 2016–2021; $3.13B reported sold to 82 investors), Clarion Gables Multifamily Trust Parallel Fund, L.P. (New York, NY — pooled investment fund — 2017–2021; $824.5M reported sold to 18 investors), CV QOZ Partners Series D, LP (New York, NY — pooled investment fund — 2022; $498.2M reported sold to 756 investors) and 29 more (all listed below).

What this means That is a lot of deals — 34 separate companies raised money with this person listed as executive officer and director, over about 16 years. Across those companies the filings report $32.2B sold in total.

Listed alongside Stephen J. Furnary (59 shared filings), Craig Tagen (55 shared filings), Hugh Macdonnell (55 shared filings), David Gilbert (52 shared filings), Edward L. Carey (36 shared filings) and 43 others.

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

The issuers belong to 2 sponsor groups: Cv Qoz (56 issuers, $41.32B reported sold, 2009–2026) and Blackrock (2 issuers, $4.58B reported sold, 2016–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

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) — 6 bankruptcy cases matching the name listed in Key records below.

What this means 6 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 66 public filings for Patrick Tully, Jr. and found 9 differences, 5 worth asking the sponsor about: Bankruptcy case: Patrick Tully; 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 Patrick Tully, Jr. has not run yet — it is #22,854 of 57,309 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:21 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 Patrick Tully, Jr...

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

6 cases: 6 closed (disposition not in docket feed)

Patrick Tully and Catherina J Tully closed
United States Bankruptcy Court, S.D. Ohio · No. 1:20-bk-10802 · Filed Mar 13, 2020 · Closed Jul 15, 2020
Role of Patrick Tully and Catherina J Tully: Debtor · Outcome: Case closed 2020-07-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); court in OH (not a filing state)
Patrick W. Tully and Donna J. Tully closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 12-21104 · Filed Mar 3, 2012 · Closed Jul 12, 2017
Role of Patrick W. Tully and Donna J. Tully: Debtor · Outcome: Case closed 2017-07-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); court in PA (not a filing state)
Patrick H. Tully and Catherina J. Tully closed
United States Bankruptcy Court, S.D. Ohio · No. 1:07-bk-14929 · Filed Oct 11, 2007 · Closed Jan 30, 2008
Role of Patrick H. Tully and Catherina J. Tully: Debtor · Outcome: Case closed 2008-01-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); court in OH (not a filing state)
Patrick W. Tully and Donna J. Tully closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 05-33209 · Filed Sep 26, 2005 · Closed Mar 14, 2006
Role of Patrick W. Tully and Donna J. Tully: Debtor · Outcome: Case closed 2006-03-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); court in PA (not a filing state)
Patrick Tully closed
United States Bankruptcy Court, N.D. New York · No. 02-10279 · Filed Jan 16, 2002 · Closed May 14, 2002
Role of Patrick Tully: Debtor · Outcome: Case closed 2002-05-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); court in the person's filing state (NY)
Patrick H Tully and Catherina J Tully closed
United States Bankruptcy Court, S.D. Ohio · No. 1:96-bk-13915 · Filed Aug 6, 1996 · Closed Apr 28, 1997
Role of Patrick H Tully and Catherina J Tully: Debtor · Outcome: Case closed 1997-04-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 9 federal dockets); court in OH (not a filing state)
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, 2:21 AM ET.

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

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

4. Differences between public sources

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

9 differences found between the filings for Patrick Tully, Jr. — 5 worth asking about (compared the newest 50 of 66 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jan 16, 2002 – May 14, 2002

Bankruptcy case: Patrick Tully — filed Jan 16, 2002

United States Bankruptcy Court, N.D. New York docket "Patrick Tully" filed Jan 16, 2002, closed May 14, 2002. Patrick Tully, Jr. is listed as Debtor ("Patrick Tully"). Our match estimate: 50%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. New York ↗
Sources
Worth asking · Jul 19, 2019 – Jul 20, 2020

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

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

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

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

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

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

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

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

Patrick Tully, Jr. appears on 2 deals that stopped filing before reaching their target

Clarion Partners Debt Investment Fund, LP (last filing Mar 7, 2018; $145,918,367 sold of $500,000,000); Clarion Ventures 4 L.P. (last filing Aug 1, 2017; $104,015,306 sold of $500,000,000). Each has no filing in more than two years and reported under half its target sold.

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

Clarion Partners Debt Investment Fund, LP — PartnerFacts page ↗Clarion Ventures 4 L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 31, 2022 – Dec 30, 2022

Form D filed 274 days after the first sale — CV QOZ Partners Series E, LP

The filing says the first sale was Mar 31, 2022. The Form D was filed Dec 30, 2022 — 274 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 259 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Dec 30, 2022 ↗CV QOZ Partners Series E, LP — PartnerFacts page ↗
Sources
Note · Jan 16, 2015 – Dec 30, 2022

21 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 — CV QOZ Partners Series E, LP (latest filing Dec 30, 2022) · No amendment in the last 12 months on an offering that may still be open — CV QOZ Partners Series D, LP (latest filing Mar 8, 2022) · No amendment in the last 12 months on an offering that may still be open — CLARION PARTNERS REAL ESTATE IDF, LP (latest filing Mar 29, 2021) · No amendment in the last 12 months on an offering that may still be open — CV QOZ Partners Series C, LP (latest filing Apr 3, 2020) · No amendment in the last 12 months on an offering that may still be open — CV QOZ Partners B-5, LP (latest filing Dec 27, 2019) · and 16 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 · Dec 30, 2022 ↗CV QOZ Partners Series E, LP — PartnerFacts page ↗Form D/A · Mar 8, 2022 ↗CV QOZ Partners Series D, LP — PartnerFacts page ↗
Sources
Worth asking · Jul 21, 2021 – Dec 30, 2022

4 people are no longer listed on a later amendment

Patrick Tully, Jr. is no longer listed on the Dec 30, 2022 amendment — CLARION LION PROPERTIES FUND, LP · Patrick Tully, Jr. is no longer listed on the Jul 21, 2022 amendment — Clarion Gables Multifamily Trust Parallel Fund, L.P. · Patrick Tully, Jr. is no longer listed on the Jul 21, 2022 amendment — CGMT OP, L.P. · Patrick Tully, Jr. is no longer listed on the Jul 21, 2022 amendment — Clarion Gables Multifamily Trust, L.P.

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

Form D/A · Jan 3, 2022 ↗Form D/A · Dec 30, 2022 ↗Patrick Tully, Jr. — PartnerFacts page ↗CLARION LION PROPERTIES FUND, LP — PartnerFacts page ↗
Sources
Note · Feb 3, 2010 – Feb 17, 2017

Patrick Tully, Jr. is written 4 different ways on the filings

listed as "Patrick J. Tully" on 7 filings (from Feb 3, 2010), and "Patrick J. Tully, Jr." on 16 filings (from Feb 17, 2016), and "Patrick Tully" on 16 filings (from May 13, 2016), and "Patrick Tully, Jr." on 22 filings (from Feb 17, 2017).

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/A · Feb 3, 2010 ↗Form D · Feb 17, 2016 ↗Form D/A · May 13, 2016 ↗Form D/A · Feb 17, 2017 ↗
Sources
Note · Mar 5, 2015 – Jul 21, 2025

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

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

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

Form D · Mar 5, 2015 ↗Form D/A · Jul 21, 2025 ↗Clarion Gables Multifamily Trust, L.P. — PartnerFacts page ↗
Sources
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 66 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

23 of 34 offerings report sales commissions totalling $32,884,203; 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
Jun 30, 2026 D/A
BlackRock US Core Property Fund, L.P.
File 021-309546
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2022 D
CV QOZ Partners Series E, LP
File 021-469247
$2,381,109$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully disclosed in the Issuer's confidential offering materials.
Citi Private Advisory, LLC BrokerCheck CRD 153777 ↗
Ameriprise Financial Services, LLC BrokerCheck CRD 6363 ↗
American Enterprise Investment Services, Inc. BrokerCheck CRD 26506 ↗		EDGAR ↗
Mar 8, 2022 D/A
CV QOZ Partners Series D, LP
File 021-396241
$12,719,511$0$0
The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials.
Citi Private Advisory, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗
Ameriprise Financial Services, LLC BrokerCheck CRD 6363 ↗
Hantz Financial Services, Inc. BrokerCheck CRD 46047 ↗
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7697 ↗		EDGAR ↗
Jan 3, 2022 D/A
CLARION LION PROPERTIES FUND, LP
File 021-49915
$7,514,723$0$0 (est.)JP Morgan Securities LLC BrokerCheck CRD 79 ↗EDGAR ↗
Jul 21, 2021 D/A
Clarion Gables Multifamily Trust, L.P.
File 021-235311
$8,000,000$0$0Hodes Weill Securities, LLC BrokerCheck CRD 131848 ↗EDGAR ↗
Jul 21, 2021 D/A
Clarion Gables Multifamily Trust Parallel Fund, L.P.
File 021-291309
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2021 D/A
CGMT OP, L.P.
File 021-235306
$0$0$0None listed on this filingEDGAR ↗
Mar 29, 2021 D/A
CLARION PARTNERS REAL ESTATE IDF, LP
File 021-335617
$0 (est.)$0 (est.)$0 (est.)
THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE MANAGEMENT FEE IS FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
J.P. MORGAN SECURITIES LLC BrokerCheck CRD 79 ↗EDGAR ↗
Apr 3, 2020 D
CV QOZ Partners Series C, LP
File 021-364250
$0$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer?s confidential offering materials.
None listed on this filingEDGAR ↗
Dec 27, 2019 D
CV QOZ Partners B-3, LP
File 021-356512
$157,068 (est.)$0$0 (est.)CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Dec 27, 2019 D
CV QOZ Partners B-6, LP
File 021-356515
$62,870 (est.)$0$0 (est.)CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Dec 27, 2019 D
CV QOZ Partners B-7, LP
File 021-356516
$33,673 (est.)$0$0 (est.)CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Dec 27, 2019 D
CV QOZ Partners B-4, LP
File 021-356513
$125,633 (est.)$0$0 (est.)CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Dec 27, 2019 D
CV QOZ Partners B-8, LP
File 021-356517
$15,664 (est.)$0$0 (est.)CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Dec 27, 2019 D
CV QOZ Partners B-2, LP
File 021-356511
$235,602 (est.)$0$0 (est.)CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Dec 27, 2019 D
CV QOZ Partners B-1, LP
File 021-356510
$314,136 (est.)$0$0 (est.)CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Dec 27, 2019 D
CV QOZ Partners B-5, LP
File 021-356514
$120,838 (est.)$0$0 (est.)CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Oct 30, 2019 D
CV QOZ Partners A-6, LP
File 021-352131
$60,877 (est.)$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials.
CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Oct 30, 2019 D
CV QOZ Partners A-5, LP
File 021-352130
$90,861 (est.)$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials.
CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Oct 30, 2019 D
CV QOZ Partners A-4, LP
File 021-352129
$90,861 (est.)$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials.
CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Oct 30, 2019 D
CV QOZ Partners A-3, LP
File 021-352128
$90,861 (est.)$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials.
CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Oct 30, 2019 D
CV QOZ Partners A-2, LP
File 021-352127
$181,722 (est.)$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials.
CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Oct 30, 2019 D
CV QOZ Partners A-1, LP
File 021-352126
$363,444 (est.)$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials.
CITI PRIVATE ADVISORY, LLC BrokerCheck CRD 153777 ↗
CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗
CAIS CAPITAL LLC BrokerCheck CRD 154512 ↗		EDGAR ↗
Mar 13, 2018 D
Clarion Partners Debt Investment Fund Blocker, LLC
File 021-307612
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2018 D/A
Clarion Partners Debt Investment Fund, LP
File 021-239929
$300,000 (est.)$0$0 (est.)
An affiliate of the General Partner of the Issuer will receive a fee for management services. Amount to be paid, number of years to be paid and the extent to be paid out of adjusted gross proceeds unknown at this time.
Shelter Rock Capital Advisors LLC BrokerCheck CRD 156753 ↗EDGAR ↗
Aug 11, 2017 D
CLPF Longhorn Portfolio REIT LLC
File 021-292631
$6,000$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Phyllis Johnson (CRD 1020488 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Aug 1, 2017 D/A
Clarion Ventures 4 L.P.
File 021-257636
$0$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jul 21, 2017 D
Clarion Ventures 4 Parallel II L.P.
File 021-291318
$0$0$0 (est.)
The general partner is also entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Feb 3, 2017 D
CLPF - MA REIT, LLC
File 021-280026
$6,250 (est.)$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Phyllis Johnson (CRD 1020488 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Feb 3, 2017 D
CLPF - KSA Grocery Portfolio REIT, LLC
File 021-280028
$6,250 (est.)$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Phyllis Johnson (CRD 1020488 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Jan 30, 2017 D
Clarion Retail, L.P.
File 021-279627
$0$0$0 (est.)
The general partner is also entitled to a management fee and a performance allocation. The management fee and performance allocation is fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 30, 2017 D
Clarion Ventures 4 Parallel L.P.
File 021-279626
$0$0$0 (est.)
The general partner is also entitled to a management fee and a performance allocation. The management fee and performance allocation is fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 29, 2016 D
Clarion Partners Management LLC
File 021-256291
$0$0$0None listed on this filingEDGAR ↗
Jan 19, 2016 D
Clarion KSA-Cal REIT, Inc.
File 021-255424
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
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 34

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

BU
Pooled Investment Fund · group: Blackrock

BlackRock US Core Property Fund, L.P.

New York, NY · Jun 17, 2025 → Jun 30, 2026 · 2 filings
  • Jun 30, 2026 · D/A · $4,577,377,630 sold of Indefinite · 169 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jun 17, 2025 · D/A · $825,110,000 sold of Indefinite · 26 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $4.58B from 169 investors as of the latest filing. Patrick 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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners Series E, LP

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

Raised $235.4M from 328 investors as of the latest filing. Patrick is listed as executive officer.

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners Series D, LP

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

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

CL
Pooled Investment Fund · group: Cv Qoz

CLARION LION PROPERTIES FUND, LP

New York, NY · Feb 3, 2010 → Jan 3, 2022 · 15 filings
  • Jan 3, 2022 · D/A · $17,861,445,163 sold of Indefinite · 909 investors · min. $25,000 · role: Executive Officer (CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Jan 4, 2021 · D/A · $16,052,354,050 sold of Indefinite · 847 investors · min. $25,000 · role: Executive Officer (CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Jan 3, 2020 · D/A · $14,457,388,789 sold of Indefinite · 817 investors · min. $25,000 · role: Executive Officer (CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Sep 11, 2019 · D/A · $13,485,982,377 sold of Indefinite · 752 investors · min. $25,000 · role: Executive Officer (CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • May 17, 2019 · D/A · $12,731,322,227 sold of Indefinite · 724 investors · min. $25,000 · role: Executive Officer (CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 12, 2018 · D/A · $11,923,900,778 sold of Indefinite · 661 investors · min. $25,000 · role: Executive Officer (CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 13, 2017 · D/A · $10,324,152,537 sold of Indefinite · 491 investors · min. $25,000 · role: Executive Officer (CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 14, 2016 · D/A · $9,280,525,136 sold of Indefinite · 432 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 15, 2015 · D/A · $8,370,671,960 sold of Indefinite · 406 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 14, 2014 · D/A · $7,783,806,431 sold of Indefinite · 377 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Dec 17, 2013 · D/A · $7,298,680,596 sold of Indefinite · 349 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Dec 5, 2012 · D/A · $6,640,508,736 sold of Indefinite · 301 investors · min. No minimum reported · role: Executive Officer (MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Nov 4, 2011 · D/A · $3,764,952,531 sold of Indefinite · 321 investors · min. No minimum reported · role: Executive Officer (VICE PRESIDENT, TREASURER AND SECRETARY OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Feb 3, 2011 · D/A · $4,846,759,973 sold of Indefinite · 274 investors · min. No minimum reported · role: Executive Officer (VICE PRESIDENT, TREASURER AND SECRETARY OF ING CLARION PARTNERS, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗
  • Feb 3, 2010 · D/A · $2,735,517,531 sold of Indefinite · 158 investors · min. No minimum reported · role: Executive Officer (VICE PRESIDENT, TREASURER AND SECRETARY OF ING CLARION PARTNERS, LLC, THE MANAGER OF THE ISSUER) EDGAR ↗

Raised $22.11B from 993 investors as of the latest filing. Patrick is listed as executive officer on 15 filings for this deal.

Latest filing on EDGAR ↗
Sources

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

CG
Pooled Investment Fund · group: Cv Qoz

Clarion Gables Multifamily Trust Parallel Fund, L.P.

New York, NY · Jul 21, 2017 → Jul 21, 2021 · 5 filings
  • Jul 21, 2021 · D/A · $775,037,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Managing Director and Chief Financial Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 20, 2020 · D/A · $443,699,200 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Managing Director, Chief Financial Officer and Treasurer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 19, 2019 · D/A · $443,699,200 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Managing Director, Chief Financial Officer and Treasurer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 20, 2018 · D/A · $252,962,210 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Managing Director, Chief Financial Officer and Treasurer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 21, 2017 · D · $250,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and Managing Director of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $824.5M from 18 investors as of the latest filing. Patrick 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.

CO
Other Real Estate · group: Cv Qoz

CGMT OP, L.P.

New York, NY · Jul 19, 2019 → Jul 21, 2021 · 3 filings
  • Jul 21, 2021 · D/A · $105,036,000 sold of Indefinite · 17 investors · min. No minimum reported · role: Director (Director of Issuer's General Partner) EDGAR ↗
  • Jul 20, 2020 · D/A · $104,934,313 sold of Indefinite · 17 investors · min. No minimum reported · role: Director (Director of Issuer's General Partner) EDGAR ↗
  • Jul 19, 2019 · D/A · $104,870,252 sold of Indefinite · 17 investors · min. No minimum reported · role: Director (Director of Issuer's General Partner) EDGAR ↗

Raised $306.2M from 23 investors as of the latest filing. Patrick is listed as director 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: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CG
Other Real Estate · group: Cv Qoz

Clarion Gables Multifamily Trust, L.P.

New York, NY · Mar 7, 2016 → Jul 21, 2021 · 7 filings
  • Jul 21, 2021 · D/A · $2,655,076,000 sold of Indefinite · 64 investors · min. No minimum reported · role: Executive Officer (Managing Director and Chief Financial Officer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 20, 2020 · D/A · $2,565,282,466 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer (Managing Director, Chief Financial Officer and Treasurer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 19, 2019 · D/A · $1,989,057,728 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer (Managing Director, Chief Financial Officer and Treasurer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Jul 20, 2018 · D/A · $1,784,897,923 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer (Managing Director, Chief Financial Officer and Treasurer of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Mar 7, 2018 · D/A · $1,782,201,108 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and Managing Director of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Mar 7, 2017 · D/A · $1,637,764,132 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and Managing Director of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Mar 7, 2016 · D/A · $1,598,844,546 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer and Managing Director of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $3.13B from 82 investors as of the latest filing. Patrick is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CP
Pooled Investment Fund · group: Cv Qoz

CLARION PARTNERS REAL ESTATE IDF, LP

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

1 investors reported; no amount sold yet as of the latest filing. Patrick 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.

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners Series C, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-8, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-7, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-6, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-5, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-4, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-3, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-2, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners B-1, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-6, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-5, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-4, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-3, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-2, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CQ
Pooled Investment Fund · group: Cv Qoz

CV QOZ Partners A-1, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CP
Pooled Investment Fund · group: Cv Qoz

Clarion Partners Debt Investment Fund Blocker, LLC

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

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

Latest filing on EDGAR ↗
Sources

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

CP
Pooled Investment Fund · group: Cv Qoz

Clarion Partners Debt Investment Fund, LP

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

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

Latest filing on EDGAR ↗
Sources

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

CL
REITS and Finance · group: Cv Qoz

CLPF Longhorn Portfolio REIT LLC

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

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CV
Pooled Investment Fund · group: Cv Qoz

Clarion Ventures 4 L.P.

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

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

Latest filing on EDGAR ↗
Sources

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

CV
Pooled Investment Fund · group: Cv Qoz

Clarion Ventures 4 Parallel II L.P.

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

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

Latest filing on EDGAR ↗
Sources

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

CK
REITS and Finance · group: Cv Qoz

CLPF - KSA Grocery Portfolio REIT, LLC

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

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CM
REITS and Finance · group: Cv Qoz

CLPF - MA REIT, LLC

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

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CR
Pooled Investment Fund · group: Cv Qoz

Clarion Retail, L.P.

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

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

Latest filing on EDGAR ↗
Sources

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

CV
Pooled Investment Fund · group: Cv Qoz

Clarion Ventures 4 Parallel L.P.

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

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

Latest filing on EDGAR ↗
Sources

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

CP
Other Real Estate · group: Cv Qoz

Clarion Partners Management LLC

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

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CK
REITS and Finance · group: Cv Qoz

Clarion KSA-Cal REIT, Inc.

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

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

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Patrick 40

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

LC
Management entity

L. Clairon Partners LPF GP, LLC

Director · 6 shared filings (1 issuer)

Listed on the same filings as Patrick Tully, Jr.. Their page shows their other deals.

CP
Management entity

Clarion Partners, LLC

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

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

CV
Management entity

Clarion Ventures 4, LLC

Director · 3 shared filings (1 issuer)

Listed on the same filings as Patrick Tully, Jr.. Their page shows their other deals.

CO
Management entity

CGMT OP GP, Inc.

Director · 3 shared filings (1 issuer)

Listed on the same filings as Patrick Tully, Jr.. Their page shows their other deals.

JC
Management entity

J. Clarion Partners LPF GP, LLC

Director · 2 shared filings (1 issuer)

Listed on the same filings as Patrick Tully, Jr.. Their page shows their other deals.

CR
Management entity

Clarion Retail GP, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Patrick Tully, Jr.. Their page shows their other deals.

CQ
Management entity

CV QOZ Partners Series D GP, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Patrick Tully, Jr.. Their page shows their other deals.

CQ
Management entity

CV QOZ Partners Series E GP, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Patrick Tully, Jr.. Their page shows their other deals.

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

Stephen J. Furnary

Executive Officer, Director · 59 shared filings (31 issuers) · also on 3 other issuers

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

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

Hugh Macdonnell

Executive Officer, Director · 55 shared filings (31 issuers) · also on 4 other issuers

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

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

Craig Tagen

Executive Officer, Director · 55 shared filings (31 issuers)

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

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

David Gilbert

Executive Officer, Director · 52 shared filings (31 issuers) · also on 5 other issuers

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

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

Edward L. Carey

Executive Officer, Director · 36 shared filings (22 issuers) · also on 3 other issuers

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

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

Ralph Belford

Executive Officer · 28 shared filings (21 issuers)

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

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

Stephen P. Latimer

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

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

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

STEPHEN B. HANSEN

Executive Officer, Director · 9 shared filings (4 issuers) · also on 2 other issuers

STEPHEN B. HANSEN is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Jeb Belford

Executive Officer · 7 shared filings (2 issuers) · also on 5 other issuers

Jeb Belford is on 7 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

C. STEPHEN CORDES

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Patrick Tully, Jr.. Their page shows their other deals.

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

Susan Boccardi

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

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

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

David T. Confer

Executive Officer, Director · 4 shared filings (4 issuers) · also on 6 other issuers

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

The team behind the deals

CQ
Sponsor group

Cv Qoz

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

One team, 56 deal companies. Patrick Tully, Jr. is listed on 33 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 Patrick Tully, Jr..

B
Sponsor group

Blackrock

2 issuers · 12 filings · $4.58B reported sold · 2016–2026

One team, 2 deal companies. Patrick Tully, Jr. is listed on 1 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 Patrick Tully, Jr..

Same business address

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

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

A person is never an adviser firm. 2 of the 34 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Clarion Partners Debt Investment Fund Blocker, LLC, Clarion Partners Debt Investment Fund, LP.

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Patrick Tully, Jr. 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 34 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Patrick Tully, Jr. is listed on: none on file. No website or social profile named in CLARION LION PROPERTIES FUND, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #48,048 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗

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 ↗OpenCorporates ↗

Change history

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