Form D · Hedge Fund
Aptitude Partners (Levered) Ltd
New York, NY · CIK 0001677119
Offering snapshot reported Jul 18, 2023 · SEC filing
- Reported sold
- $59.4M Indefinite offering
- Investors reported
- 29 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 30, 2019 As reported in this filing
Fundraising history
Reported soldDates 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$49,430,000 → $59,403,000
- Reported investors20 → 29
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 18, 2023 | Amendment | $59,403,000 | $9,973,000vs Jul 20, 2022 | 29 | SEC filing |
| Jul 20, 2022 | Amendment | $49,430,000 | $45,380,000vs Sep 16, 2019 | 20 | SEC filing |
| Sep 16, 2020 | Amendment | $11,560,000 | $7,510,000vs Sep 16, 2019 | 5 | SEC filing |
| Sep 16, 2019 | Amendment | $4,050,000 | $2,700,000vs Jun 14, 2019 | 3 | SEC filing |
| Jun 14, 2019 | Initial | $1,350,000 | No comparison | 1 | 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
- Finders' fees
- $0
- Form D file number
- 021-341947
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Goldman Sachs & Co. LLC | 361 |
Source: Form D, filed Jul 18, 2023. Minimum accepted may differ from a standard advertised minimum.
Fund connections
Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.
Matched by reported Form D file number
APTITUDE PARTNERS (LEVERED) LTD
Investment adviser: GOLDMAN SACHS ASSET MANAGEMENT, L.P.
- Gross asset value
- $277M
- Beneficial owners
- 89
- ADV minimum commitment
- $1M
Reported in Form ADV on Aug 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 1266
CITIBANK, NATIONAL ASSOCIATION
LEI E57ODZWZ7FF32TWEFA76
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 801-16048
Fund asset history · 2 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2024 | $289,834,574 | 90 | Mar 31, 2025 |
| 2025 | $276,787,020 | 89 | Mar 31, 2026 |
Filing source
Form ADV 2125383 · Aug 21, 2026 · Schedule D 7.B.(1), fund 805-2817120995
Reported by GOLDMAN SACHS ASSET MANAGEMENT, L.P. (CRD 107738).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Matched by reported Form D file number
APTITUDE PARTNERS (LEVERED) LTD
Investment adviser: APTITUDE INVESTMENT MANAGEMENT LP
- Gross asset value
- $287M
- Beneficial owners
- 88
- ADV minimum commitment
- $1M
Reported in Form ADV on Apr 12, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 1266
CITIBANK, NATIONAL ASSOCIATION
LEI E57ODZWZ7FF32TWEFA76
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 801-16048
Fund asset history · 3 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2021 | $288,553,349 | 67 | Mar 31, 2022 |
| 2022 | $290,356,869 | 82 | Mar 31, 2023 |
| 2023 | $286,906,241 | 88 | Mar 28, 2024 |
Filing source
Form ADV 1865712 · Apr 12, 2024 · Schedule D 7.B.(1), fund 805-2817120995
Reported by APTITUDE INVESTMENT MANAGEMENT LP (CRD 159070).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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.
| Name | Reported role |
|---|---|
| Jeffrey Klein | Executive |
| Salim Shariff | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10282-2198
Phone: 212-902-1000