Form D · Other Investment Fund

BaronX Cayman, L.P.

Grand Cayman, E9 · CIK 0002015316

Offering snapshot reported Nov 26, 2025 · SEC filing

Reported sold
$8.38M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Aug 1, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.19M$8.38MJul 31, 2024Dec 2, 2024: $8,000,000.00Dec 2, 2024Nov 26, 2025: $8,380,020.00Nov 26, 2025

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$8,000,000 → $8,380,020
  • Reported investors5 → 8

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 26, 2025Amendment$8,380,020$380,020vs Dec 2, 20248SEC filing
Dec 2, 2024Amendment$8,000,000No comparison5SEC filing
Jul 31, 2024InitialYet to sellNo comparison0SEC filing
Apr 29, 2024InitialYet to sellNo comparison0SEC 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
Form D file number
021-520277
Sales Commissions represent an estimate of the total sales commissions paid to the entities listed in Item 12 above.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Baron Capital, Inc.000010538
CITIGROUP GLOBAL MARKETS INC.000007059
Citibank, N.A.None
Citibank N.A., London BranchNone
Citibank, N.A., Jersey BranchNone
Citibank, N.A., Singapore BranchNone
Citibank Europe plc (UK Branch)None
Citibank Europe plc (Luxembourg Branch)None
Citibank Canada Investment Funds LimitedNone
Citibank, N.A., Zurich BranchNone
Citibank, N.A., Geneva BranchNone
Citibank (Switzerland) AGNone

Source: Form D, filed Nov 26, 2025. 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

BARONX CAYMAN, L.P.

Investment adviser: BARON CAPITAL MANAGEMENT, INC.

Gross asset value
$54.5M
Beneficial owners
13
ADV minimum commitment
$1M

Reported in Form ADV on May 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS CAYMAN ISLANDS GRAND CAYMAN, Cayman Islands
Marketer CITIBANK CANADA INVESTMENT FUNDS LIMITED TORONTO, Canada Related to adviser: No
Marketer CITIBANK EUROPE PLC (LUXEMBOURG BRANCH) BERTRANGE, Luxembourg Related to adviser: No
Marketer CITIBANK EUROPE PLC (UK BRANCH) LONDON, United Kingdom Related to adviser: No
Marketer CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
Marketer CITIBANK, N.A. GENEVA BRANCH GENEVA, Switzerland Related to adviser: No
Marketer CITIBANK, N.A., JERSEY BRANCH ST HELIER, Jersey Related to adviser: No
Marketer CITIBANK, N.A., LONDON BRANCH LONDON, United Kingdom Related to adviser: No
Marketer CITIBANK, N.A., SINGAPORE BRANCH SINGAPORE, Singapore Related to adviser: No
Marketer CITIBANK, N.A. ZURICH BRANCH ZURICH, Switzerland Related to adviser: No
Marketer CITIBANK (SWITZERLAND) AG ZURICH, Switzerland Related to adviser: No
Marketer CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS CAYMAN ISLANDS
PCAOB 1266

Filing source

Form ADV 2109509 · May 29, 2026 · Schedule D 7.B.(1), fund 805-7673929619

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 Baron Capital Management Gp, Llc Executive
N/A Baron Capital Management, Inc. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Maples Corporate Services Limited Ugland House, P.O. Box 309
Grand Cayman, E9, KY1-1104