Form D · Other Investment Fund

BaronX, L.P.

New York, NY · CIK 0001894319

Offering snapshot reported Jul 14, 2026 · SEC filing

Reported sold
$1.25B
Indefinite offering
Investors reported
633
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Nov 12, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$624M$1.25BNov 23, 2021: $6,807,100.00Nov 23, 2021Nov 9, 2022: $52,241,100.00Nov 9, 2022Nov 8, 2023: $290,585,972.00Nov 8, 2023Jul 31, 2024: $576,698,392.00Jul 21, 2025: $718,221,530.00Jul 21, 2025Jul 14, 2026: $1,248,333,470.00Jul 14, 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$718,221,530 → $1,248,333,470
  • Reported investors329 → 633

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 14, 2026Amendment$1,248,333,470$530,111,940vs Jul 21, 2025633SEC filing
Jul 21, 2025Amendment$718,221,530$141,523,138vs Jul 31, 2024329SEC filing
Jul 31, 2024Amendment$576,698,392$286,112,420vs Nov 8, 2023227SEC filing
Nov 8, 2023Amendment$290,585,972$238,344,872vs Nov 9, 2022155SEC filing
Nov 9, 2022Amendment$52,241,100$45,434,000vs Nov 23, 202147SEC filing
Nov 23, 2021Initial$6,807,100No comparison13SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$686K (estimated)
Finders' fees
$0
Form D file number
021-422160
Sales Commissions represent an estimate of the total sales commissions paid to the entity 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 Jul 14, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Baron Capital Management Gp, Llc Executive
Baron Capital Management, Inc. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Baron Capital Management, Inc. 767 Fifth Avenue
New York, NY, 10153