Form D · Private Equity Fund

CLOVER PRIVATE CREDIT OPPORTUNITIES ORIGINATION II LP

New York, NY · CIK 0001820062

Offering snapshot reported Aug 26, 2020 · SEC filing

Reported sold: $251M
Investors reported: 13
Minimum accepted: $0
First sale: Aug 14, 2020

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 26, 2020	Initial	$250,966,537	No comparison	13	SEC filing

Offering details

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

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-374203

The general partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests. The total offering amount is distributed between the Issuer and its related parallel funds.

Such fees, if any, will only be paid upon the sale of interests to certain investors and such amounts will not be finalized until the final closing of the offering.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
UBS FINANCIAL SERVICES INC.	8174
FAP USA, L.P.	145860
UBS ASSET MANAGEMENT (US) INC.	583

Source: Form D, filed Aug 26, 2020. 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

CLOVER PRIVATE CREDIT OPPORTUNITIES ORIGINATION II LP

Investment adviser: O'CONNOR ALTERNATIVE INVESTMENTS, LLC

Gross asset value: $334M
Beneficial owners: 1,081
ADV minimum commitment: $5M

Reported in Form ADV on May 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NORTHERN TRUST HEDGE FUND SERVICES LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG CHICAGO, Illinois, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK CITY, New York, United States Related to adviser: No

Custodian NORTHERN TRUST HEDGE FUND SERVICES LLC CHICAGO, Illinois, United States Related to adviser: No

Marketer FIRST AVENUE NEW YORK CITY, New York, United States Related to adviser: No

Marketer UBS AG ZURICH, Switzerland Related to adviser: No

Marketer UBS ASSET MANAGEMENT (AMERICAS) LLC NEW YORK, New York, United States Related to adviser: No

Marketer UBS ASSET MANAGEMENT (CANADA) CO TORONTO, Canada Related to adviser: No

Marketer UBS ASSET MANAGEMENT (JAPAN) LTD. TOKYO, Japan Related to adviser: No

Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK CITY, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK CITY, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG
PCAOB 42

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY & CO. LLC
SEC 8-15869

NORTHERN TRUST HEDGE FUND SERVICES LLC
LEI 6PTKHDJ8HDUF78PFWH30

FIRST AVENUE
CRD 145860 · SEC 8-67758

UBS ASSET MANAGEMENT (AMERICAS) LLC
CRD 106838 · SEC 801-34910

UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 801-7163

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Filing source

Form ADV 2106744 · May 19, 2026 · Schedule D 7.B.(1), fund 805-2474226519

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
Name	Reported role
Connor Burke	Executive
Kevin Huys	Executive
Darren Stainrod	Director
N/A Ubs O'connor Llc	Promoter
William E.J. Walmsley	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

787 7 Th Avenue, 13 Th Floor
New York, NY, 10019