Data / Form D filings / Boyd Watterson Tactical CLO Fund, LP
Boyd Watterson Tactical CLO Fund, LP: Form D filings
Boyd Watterson Tactical CLO Fund, LP, an investing company in Cleveland, OH, filed 4 Form D notices with the SEC between 2024 and 2026. The latest, on June 18, 2026, reports $65 million sold of an offering with no set size to 2 investors.
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Company details from the filing
- Address
- 1301 EAST 9TH STREET SUITE 2900, Cleveland, OH, 44114
- Phone
- (216) 535-9406
- Industry
- Investing
- Entity type
- Limited Partnership
- Incorporated in
- Delaware
- Year incorporated
- 2023
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b), Investment Company Act section 3(c), section 3(c)(7)
- SEC identifier (CIK)
- 2028471
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jun 18, 2026 | Amendment | Indefinite | $65,000,000 | 2 | Jul 1, 2024 | sec.gov | |
| Jun 25, 2025 | Amendment | Indefinite | $45,000,000 | 2 | Jul 1, 2024 | sec.gov | |
| Jun 28, 2024 | New notice | Indefinite | $0 | 0 | Yet to occur | sec.gov | |
| Jun 28, 2024 | New notice | Indefinite | $0 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| [no name] BW CLO GP, LLC | Promoter | General Partner |
| [no name] Boyd Watterson Asset Management, LLC | Promoter | Investment Manager |
| Brian L. Gevry | Executive Officer | Chief Executive Officer, Chief Investment Officer |
| Brian Convery | Executive Officer | Co-Chief Investment Officer, Real Estate |
| Michael Krushena | Executive Officer, Director | Managing Director, Deputy Chief Investment Officer, Fixed Income |
| Michael Vandenbossche | Executive Officer | President of Global Fixed Income |
| S. Brad Fush | Executive Officer | Principal, Director of Credit Research |
| Don Haisch | Executive Officer | Global Chief Financial Officer, Global Head of Human Resources |
| Thomas Tarantino | Executive Officer | Global Chief Operations Officer, Chief Legal Officer, Chief Compliance Officer |
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Every Form D from the week of Jun 15, 2026 · All recent filings in Ohio · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Boyd Watterson Tactical CLO Fund, LP reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.