Form D · Hedge Fund

SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD.

Boston, MA · CIK 0001413637

Offering snapshot reported Jun 25, 2026 · SEC filing

Reported sold
$782M
Indefinite offering
Investors reported
254
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Nov 1, 2007
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$391M$782MJun 28, 2021: $436,087,678.00Jun 28, 2021Jun 27, 2022: $647,156,508.00Jun 30, 2022: $647,156,508.00Jun 30, 2023: $699,575,508.00Jun 28, 2024: $766,436,510.00Jun 27, 2025: $770,180,510.00Jun 25, 2026: $781,515,510.00Jun 25, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$770,180,510 → $781,515,510
  • Reported investors257 → 254

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 25, 2026Amendment$781,515,510$11,335,000vs Jun 27, 2025254SEC filing
Jun 27, 2025Amendment$770,180,510$3,744,000vs Jun 28, 2024257SEC filing
Jun 28, 2024Amendment$766,436,510$66,861,002vs Jun 30, 2023275SEC filing
Jun 30, 2023Amendment$699,575,508$52,419,000vs Jun 30, 2022320SEC filing
Jun 30, 2022Amendment$647,156,508$0vs Jun 27, 2022340SEC filing
Jun 27, 2022Amendment$647,156,508$211,068,830vs Jun 28, 2021340SEC filing
Jun 28, 2021Amendment$436,087,678No comparisonNot reportedSEC filing
Jul 14, 2020Amendment$156,831,155$59,293,019vs Sep 4, 2019100SEC filing
Sep 4, 2019Amendment$97,538,136$37,386,637vs Sep 13, 201868SEC filing
Sep 13, 2018Amendment$60,151,499$21,512,017vs Sep 15, 201728SEC filing
Sep 15, 2017Amendment$38,639,482-$11,516,549vs Aug 26, 201523SEC filing
Aug 25, 2017Amendment$38,639,482-$11,516,549vs Aug 26, 201523SEC filing
Aug 26, 2016Amendment$27,006,993-$23,149,038vs Aug 26, 201521SEC filing
Aug 26, 2015Amendment$50,156,031$7,295,775vs Dec 8, 201413SEC filing
Dec 8, 2014Amendment$42,860,256$2,350,000vs Dec 2, 201320SEC filing
Dec 2, 2013Amendment$40,510,256$0vs Nov 29, 201215SEC filing
Nov 29, 2012Amendment$40,510,256No comparison17SEC filing
Nov 9, 2011Amendment$37,141,256No comparison11SEC filing
Nov 18, 2010Amendment$19,924,719No comparison9SEC filing
Nov 13, 2009Amendment$3,242,980No comparison3SEC filing
Mar 16, 2009PaperNot reportedNo comparisonNot reported
Sep 25, 2007PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$2.4M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-109064

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
JEFFERIES LLC2347
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED7691
MORGAN STANLEY BANK ASIA LIMITEDNone
MORGAN STANLEY BANK ASIA LIMITED, SINGAPORE BRANCHNone
MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTDNone
MORGAN STANLEY SMITH BARNEY LLC149777

Source: Form D, filed Jun 25, 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

SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LIMITED

Investment adviser: SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Gross asset value
$1.04B
Beneficial owners
244
ADV minimum commitment
$1M

Reported in Form ADV on Aug 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MORGAN STANLEY FUND SERVICES (CAYMAN) LTD. DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LTD. GEORGE TOWN, Cayman Islands
Custodian BOFA SECURITIES, INC. 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 NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Marketer JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No
Marketer MORGAN STANLEY BANK ASIA LIMITED KOWLOON, Hong Kong Related to adviser: No
Marketer MORGAN STANLEY BANK ASIA LIMITED, SINGAPORE BRANCH SINGAPORE, Singapore Related to adviser: No
Marketer MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD SYDNEY, Australia Related to adviser: No
Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States
Prime broker MORGAN STANLEY & 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
Yes

ERNST & YOUNG LTD.
PCAOB 1655

BOFA SECURITIES, INC.
SEC 8-69787 · LEI 549300PMHS66E71I2D34

MORGAN STANLEY & CO. LLC
SEC 8-15869 · LEI 9R7GPTSO7KV3UQJZQ078

JEFFERIES LLC
CRD 2347 · SEC 8-15074

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 801-14235

MORGAN STANLEY
CRD 149777 · SEC 801-70103

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

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

Filing source

Form ADV 2125617 · Aug 20, 2026 · Schedule D 7.B.(1), fund 805-7314670080

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
NameReported role
N/A Alydar Partners, Llc Promoter
Alydar Partners, Llc Alydar Partners, Llc Promoter
Na Alydar Partners, Llc Promoter
Robert P. Arnott Director
Darren M. Black Executive
Brian Burkholder Director
John Robert Carroll Executive
Peter Y. Chung Executive
Scott Charles Collins Executive
Christopher John Dean Executive
Robin W. Devereux Executive
Bruce Roger Evans Executive
Charles James Fitzgerald Executive
Craig David Frances Executive
Derek R. Hayden Executive
Adam H. Hennessey Director
Thomas Hungerford Jennings Executive
Walter G. Kortschak Executive
Martin J. Mannion Executive
John A. Murphy Director, Executive
Paul J. Pitts Executive
Thomas S. Roberts Executive
Geoff Ruddick Director
N/A Summit Partners Public Asset Management, Llc Promoter
Stephen G. Woodsum Executive
Peter M.O. Young Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
222 Berkeley Street, 18 Th Floor
Boston, MA, 02116