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 (AZ, CA, DE, TX, WA) — 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 8 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.