Form D · Hedge Fund

Adage Capital Partners, L.P.

Boston, MA · CIK 0001163846

Offering snapshot reported Jan 28, 2026 · SEC filing

Reported sold: $20.7B
Investors reported: Not reported
Minimum accepted: Not reported
First sale: Not reported

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 28, 2026	Amendment	$20,726,858,055	No comparison	Not reported	SEC filing
Jan 24, 2025	Amendment	$20,245,358,055	$1,757,232,428vs Jan 26, 2024	415	SEC filing
Jan 26, 2024	Amendment	$18,488,125,627	$2,012,483,112vs Jan 27, 2023	403	SEC filing
Jan 27, 2023	Amendment	$16,475,642,515	$134,300,000vs Jan 28, 2022	399	SEC filing
Jan 28, 2022	Amendment	$16,341,342,515	$283,273,574vs Jan 29, 2021	397	SEC filing
Jan 29, 2021	Amendment	$16,058,068,941	$290,427,223vs Jan 31, 2020	393	SEC filing
Jan 31, 2020	Amendment	$15,767,641,718	$842,776,738vs Feb 1, 2019	389	SEC filing
Feb 1, 2019	Amendment	$14,924,864,980	$315,146,020vs Feb 2, 2018	385	SEC filing
Feb 2, 2018	Amendment	$14,609,718,960	$81,183,479vs Feb 2, 2017	376	SEC filing
Feb 2, 2017	Amendment	$14,528,535,481	$947,837,790vs Jan 31, 2014	374	SEC filing
Feb 2, 2016	Amendment	$14,258,635,481	$677,937,790vs Jan 31, 2014	370	SEC filing
Feb 2, 2015	Amendment	$14,048,836,623	$468,138,932vs Jan 31, 2014	367	SEC filing
Jan 31, 2014	Amendment	$13,580,697,691	$1,247,757,119vs Jan 31, 2013	366	SEC filing
Jan 31, 2013	Amendment	$12,332,940,572	$88,190,126vs Feb 22, 2012	360	SEC filing
Feb 22, 2012	Amendment	$12,244,750,446	$205,296,926vs Feb 22, 2011	358	SEC filing
Feb 22, 2011	Amendment	$12,039,453,520	$666,758,446vs Feb 25, 2010	354	SEC filing
Feb 25, 2010	Amendment	$11,372,695,074	No comparison	347	SEC filing

Offering details

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

Sales commissions: Not reported
Finders' fees: Not reported
Form D file number: 021-91426

Source: Form D, filed Jan 28, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ADAGE CAPITAL PARTNERS, L.P.

Investment adviser: ADAGE CAPITAL MANAGEMENT, L.P.

Gross asset value: $70.4B
Beneficial owners: 300
ADV minimum commitment: $10M

Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSE COOPERS BOSTON, Massachusetts, United States

Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No

Custodian GOLDMAN SACHS BANK USA NEW YORK, New York, United States Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK NA DALLAS, Texas, United States Related to adviser: No

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

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

Custodian MORGAN STANLEY PRIVATE BANK, N.A. PURCHASE, New York, United States Related to adviser: No

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Prime broker CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker J.P. MORGAN CLEARING CORP. BROOKLYN, New York, United States

Prime broker MERRILL LYNCH PROFESSIONAL CLEARING CORP. NEW YORK, New York, United States

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

Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSE COOPERS
PCAOB 238

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

GOLDMAN SACHS BANK USA
LEI KD3XUN7C6T14HNAYLU02

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN CLEARING CORP.
SEC 8-43724

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY PRIVATE BANK, N.A.
LEI 549300GS0W0TEUQS8571

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 8-8177

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724

MERRILL LYNCH PROFESSIONAL CLEARING CORP.
CRD 16139 · SEC 8-33359

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

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Filing source

Form ADV 2067068 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-3111918737

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Adage Capital Partners Gp, L.L.C. Adage Capital Partners Gp, L.L.C.	Executive
Adage Capital Partners Gp, L.L.C.	Executive, Promoter
Adage Management, L.L.C.	Promoter
Robert Atchinson	Executive
Phillip Gross	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

200 Clarendon Street, 52 Nd Floor
Boston, MA, 02116