Form D · Private Equity Fund

Clarion CLO Opportunity Fund, LP

New York, NY · CIK 0001768957

Offering snapshot reported Jun 15, 2020 · SEC filing

Reported sold: $65.2M
Investors reported: 50
Minimum accepted: $1
First sale: Jun 19, 2019

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 50

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 15, 2020	Amendment	$65,195,000	No comparison	50	SEC filing
Jun 13, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-341824

The Total Offering Amount is for the Issuer and its parallel vehicles. Total Amount Sold is for the Issuer only.

Source: Form D, filed Jun 15, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

CLARION CLO OPPORTUNITY MASTER FUND, LP

Investment adviser: CLARION CAPITAL PARTNERS, LLC

Gross asset value: $18M
Beneficial owners: 22
ADV minimum commitment: $50K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States Other funds reporting this name →

Custodian COMPUTERSHARE CORPORATE TRUST COLUMBIA, Maryland, United States Related to adviser: No Other funds reporting this name →

Marketer AXIUS PARTNERS SYDNEY, Australia Related to adviser: No Other funds reporting this name →

Marketer CEG INVESTMENTS DUBAI, United Arab Emirates Related to adviser: No Other funds reporting this name →

Marketer FORTE CONSULTANCY DUBAI, United Arab Emirates Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$80,858,547	83	Mar 31, 2022
2022	$62,092,997	83	Mar 31, 2023
2023	$56,897,936	83	Mar 29, 2024
2024	$48,557,145	18	Mar 31, 2025
2025	$17,969,916	22	Mar 30, 2026

Filing source

Form ADV 2079425 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-1992543411

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

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.

People and organizations reported in Form D filings
Name	Reported role
Robert J. Klein	Executive
Eric D. Kogan	Executive
Marc A. Utay	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

527 Madison Avenue, 10 Th Floor
New York, NY, 10022
Phone: (212) 821-0111