Form D · Pooled Investment Fund

CLOVER PRIVATE CREDIT OPPORTUNITIES SECONDARY (LEVERED) II LP

New York, NY · CIK 0001841246

Offering snapshot reported Apr 15, 2021 · SEC filing

Reported sold: Yet to sell
Investors reported: Not reported
Minimum accepted: Not reported
First sale: Yet to occur

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
Apr 15, 2021	Initial	Yet to sell	No comparison	Not reported	SEC filing

Offering details

Securities: Not reported
Exemptions: Not reported
Duration over one year: Not reported
Business combination: Not reported

Sales commissions: Not reported
Finders' fees: Not reported
Form D file number: 021-396070

Source: Form D, filed Apr 15, 2021. 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 SECONDARY (LEVERED) II LP

Investment adviser: O'CONNOR ALTERNATIVE INVESTMENTS, LLC

Gross asset value: $130M
Beneficial owners: 200
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, 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 6PTKHDJ8HDUF78PFWH3

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 805-6546075932

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