PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:57 AM ET

Sponsor Check › Person

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

Stephen P. Latimer

Named as an officer, director or promoter on SEC Form D filings · NY, WA · Jul 15, 2009 → Aug 1, 2017

12deals (issuers)
$38.98Breported sold
2,019investors
23Form D filings
2009–2017years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Stephen P. Latimer is listed as an executive officer and director on 23 SEC Form D filings by 12 issuers between Jul 2009 and Mar 2018. Largest by amount reported sold: CLARION LION PROPERTIES FUND, LP (New York, NY — pooled investment fund — 2016–2017; $22.11B reported sold to 993 investors), LION INDUSTRIAL TRUST (New York, NY — other real estate — 2009–2016; $12.67B reported sold to 372 investors), Clarion Gables Multifamily Trust, L.P. (New York, NY — pooled investment fund — 2017–2018; $3.13B reported sold to 82 investors), Clarion Gables Multifamily Trust Parallel Fund, L.P. (New York, NY — pooled investment fund — 2017; $824.5M reported sold to 18 investors), Clarion Partners Debt Investment Fund, LP (New York, NY — pooled investment fund — 2016–2018; $145.9M reported sold to 32 investors) and 7 more (all listed below).

What this means That is a lot of deals — 12 separate companies raised money with this person listed as executive officer and director, over about 9 years. Across those companies the filings report $38.98B sold in total.

Listed alongside Stephen J. Furnary (22 shared filings), David Gilbert (15 shared filings), Patrick Tully, Jr. (15 shared filings), Craig Tagen (14 shared filings), Hugh Macdonnell (14 shared filings) and 11 others.

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

All 12 issuers belong to the sponsor group Cv Qoz (56 issuers, $41.32B reported sold, 2009–2026).

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 5 bankruptcy cases matching the name listed in Key records below.

What this means 5 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 23 public filings for Stephen P. Latimer and found 10 differences, 2 worth asking the sponsor about: Investor count went down between filings; 4 people are no longer listed on a later amendment; 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 Stephen P. Latimer has not run yet — it is #7,528 of 44,076 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, 2:19 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 Stephen P. Latimer..

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

5 cases: 1 open, 4 closed (disposition not in docket feed)

Stephen M Latimer open
United States Bankruptcy Court, N.D. Ohio · No. 26-61297 · Filed Sep 3, 2026
Role of Stephen M Latimer: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); court in OH (not a filing state); middle initial differs
Stephen M. Latimer and Lauren-Sofi M. Latimer closed
United States Bankruptcy Court, N.D. Ohio · No. 17-62163 · Filed Sep 28, 2017 · Closed Mar 16, 2018
Role of Stephen M. Latimer and Lauren-Sofi M. Latimer: Debtor · Outcome: Case closed 2018-03-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); court in OH (not a filing state); middle initial differs
Stephen H Latimer closed
United States Bankruptcy Court, S.D. Ohio · No. 2:15-bk-55106 · Filed Aug 5, 2015 · Closed Dec 2, 2015
Role of Stephen H Latimer: Debtor · Outcome: Case closed 2015-12-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); court in OH (not a filing state); middle initial differs
Stephen E Latimer and Sharon A Latimer closed
United States Bankruptcy Court, S.D. Ohio · No. 3:11-bk-35779 · Filed Oct 27, 2011 · Closed Feb 23, 2012
Role of Stephen E Latimer and Sharon A Latimer: Debtor · Outcome: Case closed 2012-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); court in OH (not a filing state); middle initial differs
Stephen E Latimer and Sharon A Latimer closed
United States Bankruptcy Court, S.D. Ohio · No. 3:02-bk-38352 · Filed Nov 5, 2002 · Closed Jun 4, 2003
Role of Stephen E Latimer and Sharon A Latimer: Debtor · Outcome: Case closed 2003-06-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 5 federal dockets); court in OH (not a filing state); middle initial differs
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, 2:19 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

10 differences found between the filings for Stephen P. Latimer — 2 worth asking about (compared 23 filings on Oct 24, 2026)

Note · Jan 12, 2010 – Jan 5, 2011

Bankruptcy case: Eugene I. Davis, as Litigation Trustee for the Que v. Lion Industrial Knife Company, Inc. dba Lion Indus — filed Jan 12, 2010

United States Bankruptcy Court, S.D. New York docket "Eugene I. Davis, as Litigation Trustee for the Que v. Lion Industrial Knife Company, Inc. dba Lion Indus" filed Jan 12, 2010, closed Jan 5, 2011. LION INDUSTRIAL TRUST (related issuer) is listed as Party ("Eugene I. Davis, as Litigation Trustee for the Que v. Lion Industrial Knife Company, Inc. dba Lion Indus"). Our match estimate: 60%.

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.

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.

Sources
Note · Aug 1, 2017 – Mar 7, 2018

Stephen P. Latimer 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.

Sources
Note · Dec 13, 2002 – Mar 13, 2018

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

No amendment in the last 12 months on an offering that may still be open — Clarion Partners Debt Investment Fund Blocker, LLC (latest filing Mar 13, 2018) · No amendment in the last 12 months on an offering that may still be open — Clarion Partners Debt Investment Fund, LP (latest filing Mar 7, 2018) · No amendment in the last 12 months on an offering that may still be open — Clarion Ventures 4 L.P. (latest filing Aug 1, 2017) · No amendment in the last 12 months on an offering that may still be open — LION INDUSTRIAL TRUST (latest filing Jul 15, 2009)

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

Sources
Worth asking · Aug 12, 2016 – Oct 12, 2018

4 people are no longer listed on a later amendment

Stephen P. Latimer is no longer listed on the Oct 12, 2018 amendment — CLARION LION PROPERTIES FUND, LP · Stephen P. Latimer is no longer listed on the Jul 20, 2018 amendment — Clarion Gables Multifamily Trust, L.P. · Stephen P. Latimer is no longer listed on the Jul 20, 2018 amendment — Clarion Gables Multifamily Trust Parallel Fund, L.P. · Stephen P. Latimer is no longer listed on the Jul 26, 2017 amendment — LION INDUSTRIAL TRUST

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

Sources
Note · Apr 22, 2010 – Jun 19, 2012

Offering amount changed between filings — LION INDUSTRIAL TRUST

The Apr 22, 2010 filing says $275,875,000 offered; the Jun 19, 2012 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Apr 22, 2010 – Jun 19, 2012

Minimum investment changed between filings — LION INDUSTRIAL TRUST

The Apr 22, 2010 filing lists a minimum of $500,000; the Jun 19, 2012 Form D/A lists $0.

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

Sources
Note · Jul 15, 2009 – Oct 14, 2016

Stephen P. Latimer is written 2 different ways on the filings

listed as "Stephen P. Latimer" on 16 filings (from Jul 15, 2009), and "Stephen Latimer" on 7 filings (from Oct 14, 2016).

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.

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.

Sources
Note · Jul 15, 2009 – Mar 13, 2018

Stephen P. Latimer is listed with 2 different address states: NY, WA

NY on 13 filings (Jul 15, 2009 to Mar 7, 2018); WA on 10 filings (Jan 19, 2016 to Mar 13, 2018).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Sources
What is compared

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

5. Money to insiders

7 of 13 offerings report sales commissions totalling $8,731,945; 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
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 ↗
Mar 7, 2018 D/A
Clarion Gables Multifamily Trust, L.P.
File 021-235311
$8,000,000$0$0Hodes Weill Securities, LLC BrokerCheck CRD 131848 ↗EDGAR ↗
Oct 13, 2017 D/A
CLARION LION PROPERTIES FUND, LP
File 021-49915
$407,195$0$0 (est.)JP Morgan Securities LLC BrokerCheck CRD 79 ↗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 Gables Multifamily Trust Parallel Fund, L.P.
File 021-291309
$0$0$0None 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 ↗
Aug 12, 2016 D/A
LION INDUSTRIAL TRUST
File 021-141004
$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 ↗
Jul 15, 2009 D/A
LION INDUSTRIAL TRUST
File 021-51163
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 12

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

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. Stephen is listed as executive officer.

Sources

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

Other Real Estate · group: Cv Qoz

Clarion Gables Multifamily Trust, L.P.

New York, NY · Mar 7, 2017 → Mar 7, 2018 · 2 filings
  • Mar 7, 2018 · D/A · $1,782,201,108 sold of Indefinite · 50 investors · min. No minimum reported · role: Executive Officer (Managing Director of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗
  • Mar 7, 2017 · D/A · $1,637,764,132 sold of Indefinite · 42 investors · min. No minimum reported · role: Executive Officer (Managing Director of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $3.13B from 82 investors as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

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.

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. Stephen is listed as executive officer on 3 filings for this deal.

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.

Pooled Investment Fund · group: Cv Qoz

CLARION LION PROPERTIES FUND, LP

New York, NY · Oct 14, 2016 → Oct 13, 2017 · 2 filings
  • Oct 13, 2017 · D/A · $10,324,152,537 sold of Indefinite · 491 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 14, 2016 · D/A · $9,280,525,136 sold of Indefinite · 432 investors · min. $25,000 · role: Executive Officer (MANAGING DIRECTOR OF CLARION PARTNERS, LLC, THE SOLE MEMBER OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗

Raised $22.11B from 993 investors as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

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.

REITS and Finance · group: Cv Qoz

CLPF Longhorn Portfolio REIT LLC

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

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

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.

Pooled Investment Fund · group: Cv Qoz

Clarion Ventures 4 L.P.

New York, NY · Aug 1, 2017
  • Aug 1, 2017 · D/A · $104,015,306 sold of $500,000,000 · 20 investors · min. No minimum reported · role: Executive Officer (Managing Director of Clarion Partners, LLC, manager of Clarion Ventures 4, LLC, the general partner of the Issuer) EDGAR ↗

Raised $104M from 20 investors (21% of the $500M target) as of the latest filing. Stephen is listed as executive officer.

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.

Pooled Investment Fund · group: Cv Qoz

Clarion Ventures 4 Parallel II L.P.

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

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

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.

Pooled Investment Fund · group: Cv Qoz

Clarion Gables Multifamily Trust Parallel Fund, L.P.

New York, NY · Jul 21, 2017
  • Jul 21, 2017 · D · $250,000,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Managing Director of Clarion Partners, LLC, manager of Clarion Gables Multifamily Trust GP, LLC, the general partner of the Issuer) EDGAR ↗

Raised $824.5M from 18 investors as of the latest filing. Stephen is listed as executive officer.

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.

REITS and Finance · group: Cv Qoz

CLPF - KSA Grocery Portfolio REIT, LLC

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

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

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.

REITS and Finance · group: Cv Qoz

CLPF - MA REIT, LLC

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

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

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.

Other Real Estate · group: Cv Qoz

LION INDUSTRIAL TRUST

New York, NY · Jul 15, 2009 → Aug 12, 2016 · 8 filings
  • Aug 12, 2016 · D/A · $4,254,189,439 sold of Indefinite · 184 investors · min. No minimum reported · role: Executive Officer (Mr. Latimer is also a trustee of the issuer.) EDGAR ↗
  • Aug 12, 2015 · D/A · $3,882,364,439 sold of Indefinite · 178 investors · min. No minimum reported · role: Executive Officer (Mr. Latimer is also a trustee of the issuer.) EDGAR ↗
  • Aug 15, 2014 · D/A · $3,528,939,439 sold of Indefinite · 167 investors · min. No minimum reported · role: Executive Officer (Mr. Latimer is also a trustee of the issuer.) EDGAR ↗
  • Aug 15, 2013 · D/A · $2,889,254,439 sold of Indefinite · 148 investors · min. No minimum reported · role: Executive Officer (Mr. Latimer is also a trustee of the issuer.) EDGAR ↗
  • Aug 15, 2012 · D/A · $2,409,514,782 sold of Indefinite · 114 investors · min. No minimum reported · role: Executive Officer (Mr. Latimer is also a trustee of the issuer.) EDGAR ↗
  • Jun 19, 2012 · D/A · $2,279,514,782 sold of Indefinite · 110 investors · min. No minimum reported · role: Executive Officer (Mr. Latimer is also a trustee of the issuer.) EDGAR ↗
  • Apr 22, 2010 · D · $258,875,000 sold of $275,875,000 · 11 investors · min. $500,000 · role: Executive Officer (Mr. Latimer is also a trustee of the issuer.) EDGAR ↗
  • Jul 15, 2009 · D/A · $1,833,335,534 sold of Indefinite · 95 investors · min. No minimum reported · role: Executive Officer (Mr. Latimer is also a trustee of the issuer.) EDGAR ↗

Raised $12.67B from 372 investors as of the latest filing. Stephen is listed as executive officer on 8 filings for this deal.

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.

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 (President) EDGAR ↗

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

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 Stephen 16

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

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.

Management entity

J. Clarion Partners LPF GP, LLC

Director · 2 shared filings (1 issuer)

Listed on the same filings as Stephen P. Latimer. Their page shows their other deals.

Management entity

Clarion Ventures 4, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Stephen P. Latimer. 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

Director, Executive Officer · 22 shared filings (11 issuers) · also on 23 other issuers

Stephen J. Furnary is on 34 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 · 15 shared filings (11 issuers) · also on 25 other issuers

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

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

Patrick Tully, Jr.

Executive Officer, Director · 15 shared filings (11 issuers) · also on 23 other issuers

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

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

Hugh Macdonnell

Executive Officer · 14 shared filings (10 issuers) · also on 25 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 · 14 shared filings (10 issuers) · also on 21 other issuers

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

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

John R. Killian

Executive Officer · 8 shared filings (1 issuer) · also on 4 other issuers

John R. Killian is on 5 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 · 8 shared filings (1 issuer) · also on 9 other issuers

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

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

James C. Hendricks

Director, Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Stephen P. Latimer. Their page shows their other deals.

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

William K. Krauch

Executive Officer, Director · 4 shared filings (1 issuer)

Listed on the same filings as Stephen P. Latimer. Their page shows their other deals.

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

Ralph Belford

Executive Officer · 2 shared filings (2 issuers) · also on 19 other issuers

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

The team behind the deals

Sponsor group

Cv Qoz

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

One team, 56 deal companies. Stephen P. Latimer is listed on 12 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 Stephen P. Latimer.

Same business address

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

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

Registrations and other filings

Business registration (state registry / Secretary of State)

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

Adviser registration (Form ADV)

A person is never an adviser firm. 2 of the 12 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 Stephen P. Latimer 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 12 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Stephen P. Latimer is listed on: none on file. No website or social profile named in CLARION LION PROPERTIES FUND, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #47,861 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.

Change history

No corrections have been requested for this page.

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

Request a correction

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

Add a response

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

Monitor this person

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