Form D · Other Investment Fund

Clarion Partners Debt Investment Fund, LP

New York, NY · CIK 0001641803

Offering snapshot reported Mar 7, 2018 · SEC filing

Reported sold
$146M
Offering amount: $500M
Investors reported
32
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$73M$146MMay 14, 2015: $60,000,000.00May 14, 2015May 13, 2016: $60,000,000.00May 13, 2016Feb 27, 2017: $102,000,000.00Feb 27, 2017Mar 7, 2018: $145,918,367.00Mar 7, 2018

Dates 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$102,000,000 → $145,918,367
  • Reported investors6 → 32

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 7, 2018Amendment$145,918,367$43,918,367vs Feb 27, 201732SEC filing
Feb 27, 2017Amendment$102,000,000$42,000,000vs May 13, 20166SEC filing
May 13, 2016Amendment$60,000,000$0vs May 14, 20154SEC filing
May 14, 2015Initial$60,000,000No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$300K (estimated)
Finders' fees
$0
Form D file number
021-239929

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Shelter Rock Capital Advisors LLC156753

Source: Form D, filed Mar 7, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CLARION PARTNERS DEBT INVESTMENT FUND, LP

Investment adviser: CLARION PARTNERS, LLC

Gross asset value
$26.7M
Beneficial owners
35
ADV minimum commitment
$10M

Reported in Form ADV on Feb 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS, LLP NEW YORK, New York, United States
Custodian DELAWARE TRUST COMPANY WILMINGTON, Delaware, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Filing source

Form ADV 2060040 · Feb 27, 2026 · Schedule D 7.B.(1), fund 805-4989675672

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; 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
NameReported role
N/A Clarion Partners Debt Investment Fund Gp, Llc Executive
N/A Clarion Partners, Llc Executive
Stephen J. Furnary Executive
David Gilbert Executive
Stephen P. Latimer Executive
Hugh Macdonnell Executive
Craig Tagen Executive
Patrick J Tully Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
230 Park Ave
New York, NY, 10169