Boyd Watterson Tactical CLO Fund, LP
Raised
Pre-open
Investors
—
Min Invest
None stated
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AltStreet Analysis
·Generated from EDGAR primary sources
Boyd Watterson Tactical CLO Fund, LP is an alternative investment fund filing under multiple exemptions (506(b), 506(c), Rule 504, and 4(a)(5)). This is an amended filing dated 2026-06-18 with no capital raise, investor count, or minimum investment disclosed. The fund appears to be in pre-open status with no first sale date reported.
The simultaneous claim of four exemptions (506(b), 506(c), Rule 504, and 4(a)(5)) is highly unconventional; most offerings rely on a single primary exemption. As a CLO (Collateralized Loan Obligation) fund in the alternative investment space, the lack of disclosed terms and pre-open status suggests either an early-stage filing or a structural amendment prior to launching investor capital calls.
Data Flags
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
7
latest Jun 18, 2026
Critical / warning
0 / 0
4 watch · 3 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
2
raising, pre_sale
Latest event Sold increase · Jun 18, 2026
SEC.govFund family Part of the Boyd Watterson Tactical CLO Fund family: 2 vehicles across 0 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 7 filing events with values and deltas, latest 2026-06-18, and alerts on the next one
- 2 offering timelines: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
[no name] BW CLO GP, LLC
Promoter · Cleveland, OH
General Partner
[no name] Boyd Watterson Asset Management, LLC
Promoter · Cleveland, OH
Investment Manager
Brian L. Gevry
Executive Officer · Cleveland, OH
Chief Executive Officer, Chief Investment Officer
Brian L. Convery
Executive Officer · Cleveland, OH
Co-Chief Investment Officer, Real Estate
Michael L. Krushena
Executive Officer, Director · Cleveland, OH
Managing Director, Deputy Chief Investment Officer, Fixed Income
Michael L. Vandenbossche
Executive Officer · Cleveland, OH
President of Global Fixed Income
S. Brad L. Fush
Executive Officer · Cleveland, OH
Principal, Director of Credit Research
Don L. Haisch
Executive Officer · Cleveland, OH
Global Chief Financial Officer, Global Head of Human Resources
Thomas L. Tarantino
Executive Officer · Cleveland, OH
Global Chief Operations Officer, Chief Legal Officer, Chief Compliance Officer
Questions About Boyd Watterson Tactical CLO Fund, LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Boyd Watterson Tactical CLO Fund, LP?
Boyd Watterson Tactical CLO Fund, LP is a Delaware limited partnership that filed a Form D with the SEC on June 18, 2026 in the Investing industry group. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.
Is Boyd Watterson Tactical CLO Fund, LP legit?
AltStreet does not rate legitimacy; it reports the public record. Boyd Watterson Tactical CLO Fund, LP filed a Form D with the SEC on June 18, 2026 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $65,000,000 sold to 2 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Boyd Watterson Tactical CLO Fund, LP registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Boyd Watterson Tactical CLO Fund, LP claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Boyd Watterson Tactical CLO Fund, LP raised?
Boyd Watterson Tactical CLO Fund, LP reported $65,000,000 sold from 2 investors in an offering of indefinite size as of the Form D filed June 18, 2026.
Who can invest in Boyd Watterson Tactical CLO Fund, LP?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Boyd Watterson Tactical CLO Fund, LP?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Boyd Watterson Tactical CLO Fund, LP and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Boyd Watterson Tactical CLO Fund, LP?
The Form D lists 9 related persons: [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 L. Convery, executive officer (Co-Chief Investment Officer, Real Estate); Michael L. Krushena, executive officer, director (Managing Director, Deputy Chief Investment Officer, Fixed Income); Michael L. Vandenbossche, executive officer (President of Global Fixed Income); S. Brad L. Fush, executive officer (Principal, Director of Credit Research); Don L. Haisch, executive officer (Global Chief Financial Officer, Global Head of Human Resources), and 1 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Boyd Watterson Tactical CLO Fund, LP located?
The issuer's address on its SEC filings is 1301 East 9th Street, Suite 2900, Cleveland, OH 44114. Its phone number of record is 216.535.9406. It is organized under the laws of Delaware.
How long is the Boyd Watterson Tactical CLO Fund, LP offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 2 amendments are on record for this CIK.
What is Boyd Watterson Tactical CLO Fund, LP's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.