Form D · Hedge Fund

Berkshire Long/Short Strategies Fund, LLC

Carmel, IN · CIK 0001901199

Offering snapshot reported Oct 13, 2026 · SEC filing

Reported sold
$298M
Indefinite offering
Investors reported
335
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 21, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$149M$298MJan 31, 2022: $11,415,000.00Jan 31, 2022Jan 6, 2023: $141,165,300.00Jan 3, 2024: $196,010,888.00Oct 1, 2024: $252,900,169.00Nov 26, 2024: $260,600,914.00Nov 6, 2025: $284,732,045.00Oct 13, 2026: $297,957,045.00Oct 13, 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$284,732,045 → $297,957,045
  • Reported investors326 → 335

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 13, 2026Amendment$297,957,045$13,225,000vs Nov 6, 2025335SEC filing
Nov 6, 2025Amendment$284,732,045$24,131,131vs Nov 26, 2024326SEC filing
Nov 26, 2024Amendment$260,600,914$7,700,745vs Oct 1, 2024292SEC filing
Oct 1, 2024Amendment$252,900,169$56,889,281vs Jan 3, 2024288SEC filing
Jan 3, 2024Amendment$196,010,888$54,845,588vs Jan 6, 2023215SEC filing
Jan 6, 2023Amendment$141,165,300$129,750,300vs Jan 31, 2022154SEC filing
Jan 31, 2022Initial$11,415,000No comparison12SEC 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
021-431561

Source: Form D, filed Oct 13, 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

BERKSHIRE LONG/SHORT STRATEGIES FUND, LLC

Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC

Gross asset value
$347M
Beneficial owners
264
ADV minimum commitment
$150K

Reported in Form ADV on Jul 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GRASSI & CO. NEW YORK, New York, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GRASSI & CO.
PCAOB 606

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 2118086 · Jul 9, 2026 · Schedule D 7.B.(1), fund 805-8917419519

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
Kristina R. Baron Executive
Brian R. Copsey Executive
Catherine E. Farley Executive
N/A Oxford Financial Group, Ltd. Director
N/A Oxford Financial Group, Ltd. Llc Director, Promoter
Robert "Bo" D. Ramsey Iii Executive
Jeffrey H. Thomasson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
11711 North Meridian Street Suite 600
Carmel, IN, 46032