PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 11:02 PM ET

Sponsor Check › Coatue Qualified › Issuer

Coatue Qualified Partners, L.P.

Limited Partnership · organized in DELAWARE · formed more than five years before filing · NEW YORK, NY · SEC CIK 1238492 · formerly Coatu Qualified Partners, L.P.; COATUE QUALIFIED PARTNERS LP

Part of sponsor group: Coatue Qualified (2 issuers, 25 filings) · grouped because: shared management entity, similar issuer names · confidence 70% · Not the same sponsor? Request a correction

21Form D filings
$6,885,535,475max total sold reported
2401investors (max reported)
2009–2026filing years
0new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: May 1, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

Not yet searched.

Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

Not yet searched.

Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or its Form ADV) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.

5. Money to insiders and sales commissions

0 of 1 offering report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗May 1, 2026 D/A
File 021-55755
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid a fixed fee.
Park Hill Group LLC BrokerCheck CRD 000135898 ↗
J.P. Morgan Securities LLC BrokerCheck CRD 000000079 ↗
Morgan Stanley BrokerCheck CRD 000149777 ↗
CitiGroup Global Markets Inc. BrokerCheck CRD 000007059 ↗

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Property records 0 documents · 0 ownership records · not yet checked

0 recorded documents and 0 ownership records matched to Coatue Qualified Partners, L.P. in the sources searched.

Not found in sources searched (no on-demand check has run yet): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c); NYC PLUTO ownership via NYC Open Data (64uk-42ks); Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp); Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and ownership, refreshed monthly); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL, Harris County TX, Dallas County TX (assessor ownership and deed/sale records only); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:02 PM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this issuer (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Counterparties that are not business entities are shown as "an individual (name withheld)"; residential addresses are never shown. Items still in human review are not shown.

Offerings (SEC Form D)

Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.

Offerings at a glance — 1 offering, 21 filings (one row per SEC file number)
File no.Original Form DLatest filingAmendmentsOffered (latest)Sold (latest)Industry (latest)
021-55755not in our indexMay 1, 2026 D/A EDGAR ↗21
latest May 1, 2026
Indefinite$6,885,535,475Pooled Investment Fund

Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.

May 1, 2026 D/A Pooled Investment Fund — $6,885,535,475 sold of Indefinite · 2401 investors EDGAR ↗
FilingForm D/A (amendment) filed May 1, 2026 · amends 0000919574-25-002721 ↗
SEC file no. 021-55755 · accession 0000919574-26-002537 · filing 21 of 21 in this offering
Raise progress$6,885,535,475 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 1, 2026
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 1, 2026. Most recent amendment for this offering in our index: this filing, May 1, 2026.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors2,401 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 000135898 ↗
Solicits in: All States

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 000000079 ↗
Solicits in: All States

Morgan Stanley — FINRA BrokerCheck CRD 000149777 ↗
Solicits in: All States

CitiGroup Global Markets Inc. — FINRA BrokerCheck CRD 000007059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: Recipients listed in Item 12 are paid an amount equal to a % of the mgmt fee paid to the Invest. Mgr (or its affiliate) attributable to certain assets under mgmt and/or the incentive allocation. #1 in Item 12 is no longer active. · Issuer's note: The Investment Manager is paid a fixed fee.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 1, 2026)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $6,725,377,645 (May 2, 2025) → $6,885,535,475 (May 1, 2026)
  • investors: 2170 (May 2, 2025) → 2401 (May 1, 2026)
Compared with the D/A filed May 2, 2025 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 2401. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 2, 2025 D/A Pooled Investment Fund — $6,725,377,645 sold of Indefinite · 2170 investors EDGAR ↗
FilingForm D/A (amendment) filed May 2, 2025 · amends 0000919574-24-002754 ↗
SEC file no. 021-55755 · accession 0000919574-25-002721 · filing 20 of 21 in this offering
Raise progress$6,725,377,645 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 2, 2025
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 2, 2025. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors2,170 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 000135898 ↗
Solicits in: All States

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 000000079 ↗
Solicits in: All States

Morgan Stanley — FINRA BrokerCheck CRD 000149777 ↗
Solicits in: All States

CitiGroup Global Markets Inc. — FINRA BrokerCheck CRD 000007059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: Recipients listed in Item 12 are paid an amount equal to a % of the mgmt fee paid to the Invest. Mgr (or its affiliate) attributable to certain assets under mgmt and/or the incentive allocation. #1 in Item 12 is no longer active. · Issuer's note: The Investment Manager is paid a fixed fee.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 2, 2025)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $6,562,825,189 (May 3, 2024) → $6,725,377,645 (May 2, 2025)
  • investors: 1954 (May 3, 2024) → 2170 (May 2, 2025)
Compared with the D/A filed May 3, 2024 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 2170. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 3, 2024 D/A Pooled Investment Fund — $6,562,825,189 sold of Indefinite · 1954 investors EDGAR ↗
FilingForm D/A (amendment) filed May 3, 2024 · amends 0000919574-23-002820 ↗
SEC file no. 021-55755 · accession 0000919574-24-002754 · filing 19 of 21 in this offering
Raise progress$6,562,825,189 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 3, 2024
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 3, 2024. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors1,954 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 000135898 ↗
Solicits in: All States

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 000000079 ↗
Solicits in: All States

Morgan Stanley — FINRA BrokerCheck CRD 000149777 ↗
Solicits in: All States

CitiGroup Global Markets Inc. — FINRA BrokerCheck CRD 000007059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation. · Issuer's note: The Investment Manager is paid a fixed fee.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 3, 2024)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $6,375,718,072 (May 5, 2023) → $6,562,825,189 (May 3, 2024)
  • investors: 1898 (May 5, 2023) → 1954 (May 3, 2024)
Compared with the D/A filed May 5, 2023 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 1954. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 5, 2023 D/A Pooled Investment Fund — $6,375,718,072 sold of Indefinite · 1898 investors EDGAR ↗
FilingForm D/A (amendment) filed May 5, 2023 · amends 0000919574-22-003034 ↗
SEC file no. 021-55755 · accession 0000919574-23-002820 · filing 18 of 21 in this offering
Raise progress$6,375,718,072 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 5, 2023
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 5, 2023. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors1,898 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: All States

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Morgan Stanley — FINRA BrokerCheck CRD 149777 ↗
Solicits in: All States

CitiGroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation. · Issuer's note: The Investment Manager is paid a fixed fee.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 5, 2023)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $6,088,476,397 (May 6, 2022) → $6,375,718,072 (May 5, 2023)
  • investors: 1836 (May 6, 2022) → 1898 (May 5, 2023)
Compared with the D/A filed May 6, 2022 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 1898. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 6, 2022 D/A Pooled Investment Fund — $6,088,476,397 sold of Indefinite · 1836 investors EDGAR ↗
FilingForm D/A (amendment) filed May 6, 2022 · amends 0000919574-21-003243 ↗
SEC file no. 021-55755 · accession 0000919574-22-003034 · filing 17 of 21 in this offering
Raise progress$6,088,476,397 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 6, 2022
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 6, 2022. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors1,836 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: All States

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Morgan Stanley — FINRA BrokerCheck CRD 149777 ↗
Solicits in: All States

CitiGroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation. · Issuer's note: The Investment Manager is paid a fixed fee.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 6, 2022)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $5,629,647,185 (May 6, 2021) → $6,088,476,397 (May 6, 2022)
  • investors: 1603 (May 6, 2021) → 1836 (May 6, 2022)
Compared with the D/A filed May 6, 2021 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 1836. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 6, 2021 D/A Pooled Investment Fund — $5,629,647,185 sold of Indefinite · 1603 investors EDGAR ↗
FilingForm D/A (amendment) filed May 6, 2021 · amends 0000919574-20-003157 ↗
SEC file no. 021-55755 · accession 0000919574-21-003243 · filing 16 of 21 in this offering
Raise progress$5,629,647,185 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 6, 2021
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 6, 2021. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors1,603 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: All States

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Morgan Stanley — FINRA BrokerCheck CRD 149777 ↗
Solicits in: All States

CitiGroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation. · Issuer's note: The Investment Manager is paid a fixed fee.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 6, 2021)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $5,150,535,056 (May 6, 2020) → $5,629,647,185 (May 6, 2021)
  • investors: 1339 (May 6, 2020) → 1603 (May 6, 2021)
Compared with the D/A filed May 6, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 1603. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 6, 2020 D/A Pooled Investment Fund — $5,150,535,056 sold of Indefinite · 1339 investors EDGAR ↗
FilingForm D/A (amendment) filed May 6, 2020 · amends 0000919574-19-003146 ↗
SEC file no. 021-55755 · accession 0000919574-20-003157 · filing 15 of 21 in this offering
Raise progress$5,150,535,056 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 6, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 6, 2020. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors1,339 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: All States

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Morgan Stanley — FINRA BrokerCheck CRD 149777 ↗
Solicits in: All States

CitiGroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation. · Issuer's note: The Investment Manager is paid a fixed fee.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 6, 2020)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $4,683,784,530 (May 6, 2019) → $5,150,535,056 (May 6, 2020)
  • investors: 1274 (May 6, 2019) → 1339 (May 6, 2020)
Compared with the D/A filed May 6, 2019 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 1339. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 6, 2019 D/A Pooled Investment Fund — $4,683,784,530 sold of Indefinite · 1274 investors EDGAR ↗
FilingForm D/A (amendment) filed May 6, 2019 · amends 0000919574-18-003284 ↗
SEC file no. 021-55755 · accession 0000919574-19-003146 · filing 14 of 21 in this offering
Raise progress$4,683,784,530 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 6, 2019
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 6, 2019. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors1,274 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: All States

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Morgan Stanley — FINRA BrokerCheck CRD 149777 ↗
Solicits in: All States

CitiGroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation. · Issuer's note: The Investment Manager is paid a fixed fee.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 6, 2019)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $4,203,981,508 (May 4, 2018) → $4,683,784,530 (May 6, 2019)
  • investors: 987 (May 4, 2018) → 1274 (May 6, 2019)
Compared with the D/A filed May 4, 2018 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 1274. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 4, 2018 D/A Pooled Investment Fund — $4,203,981,508 sold of Indefinite · 987 investors EDGAR ↗
FilingForm D/A (amendment) filed May 4, 2018 · amends 0000919574-17-003764 ↗
SEC file no. 021-55755 · accession 0000919574-18-003284 · filing 13 of 21 in this offering
Raise progress$4,203,981,508 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 4, 2018
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 4, 2018. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors987 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: All States

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Morgan Stanley — FINRA BrokerCheck CRD 149777 ↗
Solicits in: All States

CitiGroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation. · Issuer's note: The Investment Manager is paid a fixed fee.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 4, 2018)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $3,399,467,135 (May 5, 2017) → $4,203,981,508 (May 4, 2018)
  • investors: 882 (May 5, 2017) → 987 (May 4, 2018)
Compared with the D/A filed May 5, 2017 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 987. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 5, 2017 D/A Pooled Investment Fund — $3,399,467,135 sold of Indefinite · 882 investors EDGAR ↗
FilingForm D/A (amendment) filed May 5, 2017 · amends 0000919574-16-012765 ↗
SEC file no. 021-55755 · accession 0000919574-17-003764 · filing 12 of 21 in this offering
Raise progress$3,399,467,135 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 5, 2017
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 5, 2017. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors882 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: All States

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Citigroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States

Morgan Stanley — FINRA BrokerCheck CRD 149777 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation. · Issuer's note: The Investment Manager is paid a fixed fee as provided in the Issuer's offering documents.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 5, 2017)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $2,840,847,325 (May 6, 2016) → $3,399,467,135 (May 5, 2017)
  • investors: 800 (May 6, 2016) → 882 (May 5, 2017)
  • sales-compensation recipients added (May 5, 2017): Morgan Stanley
Compared with the D/A filed May 6, 2016 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 882. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 6, 2016 D/A Pooled Investment Fund — $2,840,847,325 sold of Indefinite · 800 investors EDGAR ↗
FilingForm D/A (amendment) filed May 6, 2016 · amends 0000919574-16-011808 ↗
SEC file no. 021-55755 · accession 0000919574-16-012765 · filing 11 of 21 in this offering
Raise progress$2,840,847,325 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: May 6, 2016
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 6, 2016. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors800 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Citigroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation. · Issuer's note: The Investment Manager is paid a fixed fee as provided in the Issuer's offering documents.
Signed byPhilippe Laffont, Managing Member of the General Partner (May 6, 2016)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $2,822,013,877 (Mar 11, 2016) → $2,840,847,325 (May 6, 2016)
  • investors: 794 (Mar 11, 2016) → 800 (May 6, 2016)
Compared with the D/A filed Mar 11, 2016 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 800. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 11, 2016 D/A Pooled Investment Fund — $2,822,013,877 sold of Indefinite · 794 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 11, 2016 · amends 0000919574-15-002877 ↗
SEC file no. 021-55755 · accession 0000919574-16-011808 · filing 10 of 21 in this offering
Raise progress$2,822,013,877 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 11, 2016
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Mar 11, 2016. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors794 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group, LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: AL, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Citigroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation. · Issuer's note: The Investment Manager is paid a fixed fee as provided in the Issuer's offering documents.
Signed byPhilippe Laffont, Managing Members of the General Partner (Mar 11, 2016)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $2,522,220,121 (Mar 13, 2015) → $2,822,013,877 (Mar 11, 2016)
  • investors: 741 (Mar 13, 2015) → 794 (Mar 11, 2016)
  • minimum investment: $5,000,000 (Mar 13, 2015) → $0 as filed (no minimum reported) (Mar 11, 2016)
  • securities offered: Pooled investment fund interests (Mar 13, 2015) → Equity; Pooled investment fund interests (Mar 11, 2016)
  • related persons no longer listed (Mar 11, 2016): Philippe Laffont
Compared with the D/A filed Mar 13, 2015 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 794. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 13, 2015 D/A Pooled Investment Fund — $2,522,220,121 sold of Indefinite · 741 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 13, 2015 · amends 0000919574-14-002265 ↗
SEC file no. 021-55755 · accession 0000919574-15-002877 · filing 9 of 21 in this offering
Raise progress$2,522,220,121 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 13, 2015
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Mar 13, 2015. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors741 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$5,000,000
Securities offeredPooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: AK, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Citigroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The entities listed in Item 12 are paid directly or indirectly commissions or similar sales compensation equal to a percentage of the fee paid to the General Partner, or its affiliate, from the assets under management and/or the incentive allocation.
Signed byPhilippe Laffont, Managing Member of the General Partner (Mar 13, 2015)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $2,465,658,817 (Mar 14, 2014) → $2,522,220,121 (Mar 13, 2015)
  • investors: 706 (Mar 14, 2014) → 741 (Mar 13, 2015)
  • related persons added (Mar 13, 2015): Coatue Capital, L.L.C., Coatue Management, L.L.C.
Compared with the D/A filed Mar 14, 2014 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $5,000,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 741. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 14, 2014 D/A Pooled Investment Fund — $2,465,658,817 sold of Indefinite · 706 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 14, 2014 · amends 0000919574-13-002318 ↗
SEC file no. 021-55755 · accession 0000919574-14-002265 · filing 8 of 21 in this offering
Raise progress$2,465,658,817 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 14, 2014
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Mar 14, 2014. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors706 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$5,000,000
Securities offeredPooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: AK, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

J.P. MORGAN SECURITIES LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Citigroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The entities listed in Item 12 are paid directly or indirectly commissions or similar sales compensation equal to a percentage of the fee paid to the General Partner (or its affiliate) from the assets under management and/or the incentive allocation.
Signed byPhilippe Laffont, Managing Member of the General Partner of the Issuer (Mar 14, 2014)
Changes vs previous filing
  • total sold: $2,056,710,328 (Mar 14, 2013) → $2,465,658,817 (Mar 14, 2014)
  • investors: 663 (Mar 14, 2013) → 706 (Mar 14, 2014)
  • exemption: Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only (Mar 14, 2013) → Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only (Mar 14, 2014)
Compared with the D/A filed Mar 14, 2013 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $5,000,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 706. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 14, 2013 D/A Pooled Investment Fund — $2,056,710,328 sold of Indefinite · 663 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 14, 2013 · amends 0000919574-12-002667 ↗
SEC file no. 021-55755 · accession 0000919574-13-002318 · filing 7 of 21 in this offering
Raise progress$2,056,710,328 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 14, 2013
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Mar 14, 2013. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors663 total · issuer reported no non-accredited investors
Exemption claimedRule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$5,000,000
Securities offeredPooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: AK, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

J.P. MORGAN SECURITIES LLC — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Citigroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The entities listed in Item 12 are paid directly or indirectly commissions or similar sales compensation equal to a percentage of the fee paid to the General Partner (or its affiliate) from the assets under management and/or the incentive allocation.
Signed byDavid Scully, CMO of Coatue Management, L.L.C., the IM of the Issuer (Mar 14, 2013)
Changes vs previous filing
  • total sold: $1,342,686,773 (Apr 6, 2012) → $2,056,710,328 (Mar 14, 2013)
  • investors: 505 (Apr 6, 2012) → 663 (Mar 14, 2013)
Compared with the D/A filed Apr 6, 2012 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $5,000,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 663. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Apr 6, 2012 D/A Pooled Investment Fund — $1,342,686,773 sold of Indefinite · 505 investors EDGAR ↗
FilingForm D/A (amendment) filed Apr 6, 2012 · amends 0000919574-11-002626 ↗
SEC file no. 021-55755 · accession 0000919574-12-002667 · filing 6 of 21 in this offering
Raise progress$1,342,686,773 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Apr 6, 2012
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Apr 6, 2012. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors505 total · issuer reported no non-accredited investors
Exemption claimedRule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$5,000,000
Securities offeredPooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TX, VA, WA, WI

JP Morgan Securities Inc. — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Citigroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The entities listed in Item 12 are paid directly or indirectly commissions or similar sales compensation equal to a percentage of the fee paid to the General Partner (or its affiliate) from the assets under management and/or the incentive allocation.
Signed byDavid Scully, Authorized Person (Apr 6, 2012)
Changes vs previous filing
  • total sold: $1,156,536,773 (Apr 7, 2011) → $1,342,686,773 (Apr 6, 2012)
  • investors: 461 (Apr 7, 2011) → 505 (Apr 6, 2012)
Compared with the D/A filed Apr 7, 2011 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $5,000,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 505. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Apr 7, 2011 D/A Pooled Investment Fund — $1,156,536,773 sold of Indefinite · 461 investors EDGAR ↗
FilingForm D/A (amendment) filed Apr 7, 2011 · amends 0000919574-10-005366 ↗
SEC file no. 021-55755 · accession 0000919574-11-002626 · filing 5 of 21 in this offering
Raise progress$1,156,536,773 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Apr 7, 2011
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Apr 7, 2011. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors461 total · issuer reported no non-accredited investors
Exemption claimedRule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$5,000,000
Securities offeredPooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itPark Hill Group LLC — FINRA BrokerCheck CRD 135898 ↗
Solicits in: AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TX, VA, WA, WI

JP Morgan Securities Inc. — FINRA BrokerCheck CRD 79 ↗
Solicits in: All States

Citigroup Global Markets Inc. — FINRA BrokerCheck CRD 7059 ↗
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The entities listed in Item 12 are paid directly or indirectly commissions or similar sales compensation equal to a percentage of the fee paid to the General Partner (or its affiliate) from the assets under management and/or the incentive allocation.
Signed byDavid Scully, Authorized Person (Apr 7, 2011)
Changes vs previous filing
  • total sold: $1,030,891,773 (Sep 14, 2010) → $1,156,536,773 (Apr 7, 2011)
  • investors: 421 (Sep 14, 2010) → 461 (Apr 7, 2011)
  • sales-compensation recipients added (Apr 7, 2011): Park Hill Group LLC, JP Morgan Securities Inc., Citigroup Global Markets Inc.
  • sales-compensation recipients no longer listed (Apr 7, 2011): Alex Zarilli, David Frame, Daniel Maccarrone
Compared with the D/A filed Sep 14, 2010 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $5,000,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 461. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Sep 14, 2010 D/A Pooled Investment Fund — $1,030,891,773 sold of Indefinite · 421 investors EDGAR ↗
FilingForm D/A (amendment) filed Sep 14, 2010 · amends 0000919574-09-015335 ↗
SEC file no. 021-55755 · accession 0000919574-10-005366 · filing 4 of 21 in this offering
Raise progress$1,030,891,773 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Sep 14, 2010
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Sep 14, 2010. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors421 total · issuer reported no non-accredited investors
Exemption claimedRule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$5,000,000
Securities offeredPooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itAlex Zarilli — no CRD number reported · associated broker-dealer: Park Hill Group LLC (CRD 135898 ↗)
Solicits in: AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, MD, MI, MS, NC, NJ, NY, OH, OR, PA, TX, VA, WA, WI

David Frame — FINRA BrokerCheck CRD 2621986 ↗ · associated broker-dealer: JP Morgan Securities Inc. (CRD 79 ↗)
Solicits in: All States

Daniel Maccarrone — no CRD number reported · associated broker-dealer: Citigroup Global Markets Inc. (CRD 7059 ↗)
Solicits in: All States
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The persons listed in Item 12 are paid directly or indirectly commissions or similar sales compensation equal to a percentage of the fee paid to the General Partner (or its affiliate) from the assets under management and/or the incentive allocation. · Issuer's note: The General Partner (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
Signed byDavid Scully, Authorized Person (Sep 14, 2010)
Changes vs previous filing
  • total sold: $817,287,650 (Sep 18, 2009) → $1,030,891,773 (Sep 14, 2010)
  • investors: 376 (Sep 18, 2009) → 421 (Sep 14, 2010)
  • non-accredited investors (count): 1 (Sep 18, 2009) → not reported (Sep 14, 2010)
  • non-accredited investors reported: yes (Sep 18, 2009) → no (Sep 14, 2010)
Compared with the D/A filed Sep 18, 2009 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $5,000,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 421. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Sep 18, 2009 D/A Pooled Investment Fund — $817,287,650 sold of Indefinite · 376 investors EDGAR ↗
FilingForm D/A (amendment) filed Sep 18, 2009 · amends 0000919574-09-007115 ↗
SEC file no. 021-55755 · accession 0000919574-09-015335 · filing 3 of 21 in this offering
Raise progress$817,287,650 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Sep 18, 2009
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Sep 18, 2009. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors376 total · includes 1 non-accredited investors
Exemption claimedRule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$5,000,000
Securities offeredPooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itAlex Zarilli — no CRD number reported · associated broker-dealer: Park Hill Group LLC (CRD 135898 ↗)
David Frame — FINRA BrokerCheck CRD 2621986 ↗ · associated broker-dealer: JP Morgan Securities Inc. (CRD 79 ↗)
Solicits in: All States

Daniel Maccarrone — no CRD number reported · associated broker-dealer: Citigroup Global Markets Inc. (CRD 7059 ↗)
Solicits in: All States
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The General Partner (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
Signed byDavid Scully, Authorized Person (Sep 15, 2009)
Signed by an authorized representative.
Changes vs previous filing
  • total sold: $631,127,650 (Mar 17, 2009) → $817,287,650 (Sep 18, 2009)
  • investors: 353 (Mar 17, 2009) → 376 (Sep 18, 2009)
Compared with the D/A filed Mar 17, 2009 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $5,000,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 376. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 17, 2009 D/A Pooled Investment Fund — $631,127,650 sold of Indefinite · 353 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 17, 2009 · amends 0000919574-09-006256 ↗
SEC file no. 021-55755 · accession 0000919574-09-007115 · filing 2 of 21 in this offering
Raise progress$631,127,650 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 17, 2009
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Mar 17, 2009. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors353 total · includes 1 non-accredited investors
Exemption claimedRule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$5,000,000
Securities offeredPooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itAlex Zarilli — no CRD number reported · associated broker-dealer: Park Hill Group LLC (CRD 135898 ↗)
David Frame — FINRA BrokerCheck CRD 2621986 ↗ · associated broker-dealer: JP Morgan Securities Inc. (CRD 79 ↗)
Solicits in: All States

Daniel Maccarrone — no CRD number reported · associated broker-dealer: Citigroup Global Markets Inc. (CRD 7059 ↗)
Solicits in: All States
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The General Partner (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
Signed byDavid Scully, Authorized Person (Mar 11, 2009)
Changes vs previous filing
  • minimum investment: $1,000,000 (Mar 16, 2009) → $5,000,000 (Mar 17, 2009)
  • sales-compensation recipients added (Mar 17, 2009): Alex Zarilli, David Frame, Daniel Maccarrone
Compared with the D/A filed Mar 16, 2009 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $5,000,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 353. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 16, 2009 D/A Pooled Investment Fund — $631,127,650 sold of Indefinite · 353 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 16, 2009 · amends a pre-2008 paper filing (EDGAR accession 9999999997-03-023960, no electronic copy)
SEC file no. 021-55755 · accession 0000919574-09-006256 · filing 1 of 21 in this offering
Raise progress$631,127,650 sold of Indefinite offered · Indefinite remaining · first sale Jan 1, 2003
Filing timingDate of first sale: Jan 1, 2003 · Original Form D filed: not in our index (filed before 2008, under another file number, or its link has not yet been retrieved from EDGAR) · This amendment (Form D/A) filed: Mar 16, 2009
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale8,697 days (23.8 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Mar 16, 2009. Most recent amendment for this offering in our index: May 1, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors353 total · includes 1 non-accredited investors
Exemption claimedRule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$1,000,000
Securities offeredPooled investment fund interests
Entity detailsOrganized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Hedge Fund)
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 (est.)
Issuer's note: The General Partner (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
Signed byDavid Scully, Authorized Person (Mar 11, 2009)
Changes vs previous filingPrevious filing in this offering: a pre-2008 paper filing that is not on EDGAR in electronic form. No comparison is shown.
Market contextMinimum investment: $1,000,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 353. Typical range: 4–27.
"Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Amendment history — 21 amendments on this page, each compared with the filing before it in the same offering
Amendment filedFile no.Compared withWhat changed (both values as filed)
May 1, 2026 EDGAR ↗021-55755May 2, 2025 D/Atotal sold: $6,725,377,645 (May 2, 2025) → $6,885,535,475 (May 1, 2026) · investors: 2170 (May 2, 2025) → 2401 (May 1, 2026)
May 2, 2025 EDGAR ↗021-55755May 3, 2024 D/Atotal sold: $6,562,825,189 (May 3, 2024) → $6,725,377,645 (May 2, 2025) · investors: 1954 (May 3, 2024) → 2170 (May 2, 2025)
May 3, 2024 EDGAR ↗021-55755May 5, 2023 D/Atotal sold: $6,375,718,072 (May 5, 2023) → $6,562,825,189 (May 3, 2024) · investors: 1898 (May 5, 2023) → 1954 (May 3, 2024)
May 5, 2023 EDGAR ↗021-55755May 6, 2022 D/Atotal sold: $6,088,476,397 (May 6, 2022) → $6,375,718,072 (May 5, 2023) · investors: 1836 (May 6, 2022) → 1898 (May 5, 2023)
May 6, 2022 EDGAR ↗021-55755May 6, 2021 D/Atotal sold: $5,629,647,185 (May 6, 2021) → $6,088,476,397 (May 6, 2022) · investors: 1603 (May 6, 2021) → 1836 (May 6, 2022)
May 6, 2021 EDGAR ↗021-55755May 6, 2020 D/Atotal sold: $5,150,535,056 (May 6, 2020) → $5,629,647,185 (May 6, 2021) · investors: 1339 (May 6, 2020) → 1603 (May 6, 2021)
May 6, 2020 EDGAR ↗021-55755May 6, 2019 D/Atotal sold: $4,683,784,530 (May 6, 2019) → $5,150,535,056 (May 6, 2020) · investors: 1274 (May 6, 2019) → 1339 (May 6, 2020)
May 6, 2019 EDGAR ↗021-55755May 4, 2018 D/Atotal sold: $4,203,981,508 (May 4, 2018) → $4,683,784,530 (May 6, 2019) · investors: 987 (May 4, 2018) → 1274 (May 6, 2019)
May 4, 2018 EDGAR ↗021-55755May 5, 2017 D/Atotal sold: $3,399,467,135 (May 5, 2017) → $4,203,981,508 (May 4, 2018) · investors: 882 (May 5, 2017) → 987 (May 4, 2018)
May 5, 2017 EDGAR ↗021-55755May 6, 2016 D/Atotal sold: $2,840,847,325 (May 6, 2016) → $3,399,467,135 (May 5, 2017) · investors: 800 (May 6, 2016) → 882 (May 5, 2017) · sales-compensation recipients added (May 5, 2017): Morgan Stanley
May 6, 2016 EDGAR ↗021-55755Mar 11, 2016 D/Atotal sold: $2,822,013,877 (Mar 11, 2016) → $2,840,847,325 (May 6, 2016) · investors: 794 (Mar 11, 2016) → 800 (May 6, 2016)
Mar 11, 2016 EDGAR ↗021-55755Mar 13, 2015 D/Atotal sold: $2,522,220,121 (Mar 13, 2015) → $2,822,013,877 (Mar 11, 2016) · investors: 741 (Mar 13, 2015) → 794 (Mar 11, 2016) · minimum investment: $5,000,000 (Mar 13, 2015) → $0 as filed (no minimum reported) (Mar 11, 2016) · and 2 more (open the filing above)
Mar 13, 2015 EDGAR ↗021-55755Mar 14, 2014 D/Atotal sold: $2,465,658,817 (Mar 14, 2014) → $2,522,220,121 (Mar 13, 2015) · investors: 706 (Mar 14, 2014) → 741 (Mar 13, 2015) · related persons added (Mar 13, 2015): Coatue Capital, L.L.C., Coatue Management, L.L.C.
Mar 14, 2014 EDGAR ↗021-55755Mar 14, 2013 D/Atotal sold: $2,056,710,328 (Mar 14, 2013) → $2,465,658,817 (Mar 14, 2014) · investors: 663 (Mar 14, 2013) → 706 (Mar 14, 2014) · exemption: Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)); Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only (Mar 14, 2013) → Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only (Mar 14, 2014)
Mar 14, 2013 EDGAR ↗021-55755Apr 6, 2012 D/Atotal sold: $1,342,686,773 (Apr 6, 2012) → $2,056,710,328 (Mar 14, 2013) · investors: 505 (Apr 6, 2012) → 663 (Mar 14, 2013)
Apr 6, 2012 EDGAR ↗021-55755Apr 7, 2011 D/Atotal sold: $1,156,536,773 (Apr 7, 2011) → $1,342,686,773 (Apr 6, 2012) · investors: 461 (Apr 7, 2011) → 505 (Apr 6, 2012)
Apr 7, 2011 EDGAR ↗021-55755Sep 14, 2010 D/Atotal sold: $1,030,891,773 (Sep 14, 2010) → $1,156,536,773 (Apr 7, 2011) · investors: 421 (Sep 14, 2010) → 461 (Apr 7, 2011) · sales-compensation recipients added (Apr 7, 2011): Park Hill Group LLC, JP Morgan Securities Inc., Citigroup Global Markets Inc. · and 1 more (open the filing above)
Sep 14, 2010 EDGAR ↗021-55755Sep 18, 2009 D/Atotal sold: $817,287,650 (Sep 18, 2009) → $1,030,891,773 (Sep 14, 2010) · investors: 376 (Sep 18, 2009) → 421 (Sep 14, 2010) · non-accredited investors (count): 1 (Sep 18, 2009) → not reported (Sep 14, 2010) · and 1 more (open the filing above)
Sep 18, 2009 EDGAR ↗021-55755Mar 17, 2009 D/Atotal sold: $631,127,650 (Mar 17, 2009) → $817,287,650 (Sep 18, 2009) · investors: 353 (Mar 17, 2009) → 376 (Sep 18, 2009)
Mar 17, 2009 EDGAR ↗021-55755Mar 16, 2009 D/Aminimum investment: $1,000,000 (Mar 16, 2009) → $5,000,000 (Mar 17, 2009) · sales-compensation recipients added (Mar 17, 2009): Alex Zarilli, David Frame, Daniel Maccarrone
Mar 16, 2009 EDGAR ↗021-55755not in our indexNo comparison (previous filing not in our index)

Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.

All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing May 1, 2026. Industry as reported, by offering: One offering, reported as Pooled Investment Fund (Mar 16, 2009).

Key people (related persons as listed on Form D)

NameRelationshipAddress stateOn filings (first → last)Also listed on
Coatue Capital, L.L.C. entity
also filed as Coatue Capital; L.L.C.
Executive Officer
Issuer's note: General Partner
NYMar 13, 2015 → May 1, 2026
on 13 of 21 filings
listed on the latest filing
1 other issuer
Coatue Management, L.L.C. entity
also filed as Coatue Management; L.L.C.
Executive Officer
Issuer's note: Investment Manager
NYMar 13, 2015 → May 1, 2026
on 13 of 21 filings
listed on the latest filing
108 other issuers
Philippe LaffontExecutive Officer
Issuer's note: Managing Member of the General Partner and the Investment Manager.
NYMar 16, 2009 → Mar 13, 2015
on 9 of 21 filings
not listed on the latest filing (May 1, 2026)
10 other issuers

Executive officers, directors and promoters as self-reported by the issuer; spelling variants of one person are merged. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.

Connections

Other issuers listing the same people:

Shared address: this business address appears on filings for 90 other issuers. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.

Address of record is shared by 100 issuers in SEC Form D filings (shared office, PartnerFacts count as of Oct 23, 2026, 5:45 PM ET) — not used to group this issuer.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Public profiles

Public profiles official links and public statements, each with its source and date

Not yet collected.

Sources to be searched: sponsor website, Internet Archive, press index (GDELT), Form ADV. A sponsor's website is known only from an approved profile claim or the issuer's own Form ADV; we never look it up elsewhere and never collect personal or family accounts.

Entity standing: not checked (no official programmatic source for NY yet).

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Filing-to-filing changes are in Amendment history above.

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