Form D · Hedge Fund

Advent Global Opportunities Tax Optimized Fund LP

Boston, MA · CIK 0002053066

Offering snapshot reported Feb 17, 2026 · SEC filing

Reported sold: $27.4M
Investors reported: 33
Minimum accepted: $0
First sale: Mar 1, 2025

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 33

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 17, 2026	Amendment	$27,400,000	No comparison	33	SEC filing
Feb 25, 2025	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-539204

Source: Form D, filed Feb 17, 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

ADVENT GLOBAL OPPORTUNITIES TAX OPTIMIZED FUND LP

Investment adviser: ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC

Gross asset value: $28.7M
Beneficial owners: 33
ADV minimum commitment: $500K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HEDGESERV (CAYMAN) LTD. GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian BANK OF AMERICA MERRILL LYNCH BOSTON, Massachusetts, United States Related to adviser: No

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

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

Provider details

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

DELOITTE & TOUCHE LLP
PCAOB 34

BANK OF AMERICA MERRILL LYNCH
LEI B4TYDEB6GKMZO031MB27

GOLDMAN SACHS & CO. LLC
SEC 8-129

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

Filing source

Form ADV 2072429 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7280634696

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
Advent Global Opportunities Management Llc	Executive, Promoter
Advent Global Opportunities Tax Optimized Gp Lp	Executive, Promoter
Ago Tax Optimized Gp Llc	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

800 Boylston Street Suite 3300
Boston, MA, 02199