Form D · Hedge Fund

Coatue Smart Transportation Fund I LP

New York, NY · CIK 0001820111

Offering snapshot reported Aug 7, 2020 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 7, 2020	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-372769

The recipient listed in Item 12 is paid an amount equal to a percentage of the performance-based compensation attributable to certain assets under management.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
J.P. Morgan Securities LLC	79	-- · CRD 0

Source: Form D, filed Aug 7, 2020. 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

COATUE SMART TRANSPORTATION FUND I LP

Investment adviser: COATUE MANAGEMENT, L.L.C.

Gross asset value: $1.99B
Beneficial owners: 431
ADV minimum commitment: $0

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

Service providers

Fund administrator MORGAN STANLEY FUND SERVICES (USA) LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian HSBC BANK USA NEW YORK, New York, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC 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 MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No

Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker J.P. MORGAN SECURITIES LLC 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

KPMG LLP
PCAOB 185

BOFA SECURITIES, INC.
SEC 8-69787

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

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

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

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

Filing source

Form ADV 2122558 · Jul 29, 2026 · Schedule D 7.B.(1), fund 805-4898264181

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
Name	Reported role
Coatue Management, L.L.C.	Executive, Promoter
Coatue Smart Transportation Gp I Llc	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Coatue Management, L.L.C. 9 West 57 Th Street, 25 Th Floor
New York, NY, 10019