Form D · Investing
Boyd Watterson Tactical CLO Fund, LP
Cleveland, OH · CIK 0002028471
Offering snapshot reported Jun 18, 2026 · SEC filing
- Reported sold
- $65M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 1, 2024 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$45,000,000 → $65,000,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 18, 2026 | Amendment | $65,000,000 | $20,000,000vs Jun 25, 2025 | 2 | SEC filing |
| Jun 25, 2025 | Amendment | $45,000,000 | No comparison | 2 | SEC filing |
| Jun 28, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jun 28, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-517282
Source: Form D, filed Jun 18, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| [No Name] Boyd Watterson Asset Management, Llc | Promoter |
| [No Name] Bw Clo Gp, Llc | Promoter |
| Brian Convery | Executive |
| S. Brad Fush | Executive |
| Brian L. Gevry | Executive |
| Don Haisch | Executive |
| Patricia Jamieson | Executive |
| Michael Krushena | Director, Executive |
| Thomas Tarantino | Executive |
| Michael Vandenbossche | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:Cleveland, OH, 44114
Phone: 216.535.9406