Form D · Other Investment Fund

COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND, LLC

Norwalk, CT · CIK 0001357053

Offering snapshot reported Dec 18, 2025 · SEC filing

Reported sold
$1.91B
Indefinite offering
Investors reported
178
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Dec 31, 2004
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$981M$1.96BMar 15, 2010: $1,297,498,990.00Mar 15, 2010Mar 16, 2011: $1,349,133,426.00Mar 16, 2012: $1,392,237,325.00Mar 14, 2013: $1,444,459,408.00Mar 10, 2014: $1,488,389,322.00Mar 6, 2015: $1,527,042,081.00Mar 7, 2016: $1,571,113,590.00Mar 7, 2017: $1,577,526,430.00Mar 7, 2018: $1,651,000,377.00Mar 7, 2019: $1,715,134,315.00Mar 9, 2020: $1,823,831,762.00Mar 10, 2021: $1,863,229,754.00Mar 9, 2022: $1,896,817,030.00Mar 13, 2023: $1,925,134,733.00Mar 13, 2024: $1,962,696,794.00Mar 7, 2025: $1,889,857,753.00Dec 18, 2025: $1,909,072,383.00Dec 18, 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$1,889,857,753 → $1,909,072,383
  • Reported investors171 → 178

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 18, 2025Amendment$1,909,072,383$19,214,630vs Mar 7, 2025178SEC filing
Mar 7, 2025Amendment$1,889,857,753-$72,839,041vs Mar 13, 2024171SEC filing
Mar 13, 2024Amendment$1,962,696,794$37,562,061vs Mar 13, 2023171SEC filing
Mar 13, 2023Amendment$1,925,134,733$28,317,703vs Mar 9, 2022170SEC filing
Mar 9, 2022Amendment$1,896,817,030$33,587,276vs Mar 10, 2021168SEC filing
Mar 10, 2021Amendment$1,863,229,754$39,397,992vs Mar 9, 2020168SEC filing
Mar 9, 2020Amendment$1,823,831,762$108,697,447vs Mar 7, 2019169SEC filing
Mar 7, 2019Amendment$1,715,134,315$64,133,938vs Mar 7, 2018165SEC filing
Mar 7, 2018Amendment$1,651,000,377$73,473,947vs Mar 7, 2017176SEC filing
Mar 7, 2017Amendment$1,577,526,430$6,412,840vs Mar 7, 2016172SEC filing
Mar 7, 2016Amendment$1,571,113,590$44,071,509vs Mar 6, 2015158SEC filing
Mar 6, 2015Amendment$1,527,042,081$38,652,759vs Mar 10, 2014154SEC filing
Mar 10, 2014Amendment$1,488,389,322$43,929,914vs Mar 14, 2013151SEC filing
Mar 14, 2013Amendment$1,444,459,408$52,222,083vs Mar 16, 2012149SEC filing
Mar 16, 2012Amendment$1,392,237,325$43,103,899vs Mar 16, 2011143SEC filing
Mar 16, 2011Amendment$1,349,133,426$51,634,436vs Mar 15, 2010134SEC filing
Mar 15, 2010Amendment$1,297,498,990No comparison127SEC filing
Mar 9, 2006PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-87469
Limited Liability Company Interests
Commonfund Securities, Inc. will receive compensation equal to a portion of its expenses plus an additional percentage.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Commonfund Securities, Inc.43541

Source: Form D, filed Dec 18, 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

COMMONFUND INSTITUTIONAL MULTI-STRATEGY EQUITY FUND, LLC

Investment adviser: COMMONFUND OCIO, INC.

Gross asset value
$603M
Beneficial owners
41
ADV minimum commitment
$1M

Reported in Form ADV on Sep 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian STATE STREET BANK & TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Marketer COMMONFUND SECURITIES, INC. NORWALK, Connecticut, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

MORGAN STANLEY & CO. LLC
SEC 8-15869

STATE STREET BANK & TRUST COMPANY
LEI 571474TGEMMWANRLN572

COMMONFUND SECURITIES, INC.
CRD 43541 · SEC 8-50337

Filing source

Form ADV 2121213 · Sep 28, 2026 · Schedule D 7.B.(1), fund 805-6622899664

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
Mark J.P. Anson Director
John W. Auchincloss Executive
Maryellen Beaudreault Director
Carolyn N. Blanch Executive
Lauren Caplan Executive
N/A Commonfund Asset Management Company, Inc. Executive
N/A Commonfund Asset Mgmt. Company, Inc. Executive
N/A Commonfund Ocio, Inc. Executive
A. Nicholas De Monico Director, Executive
Arthur Z. Gardiner, Jr. Director
Michael Guido Executive
Lyn Hutton Director
Catherine M. Keating Director
Kristofer S. Kwait Director, Executive
Jeffrey T. Long Director
Julia G. Mord Director, Executive
Dana J. Moreau Executive
Fredric Nelson Director, Executive
Robert E. Phay, Jr. Executive
Alec Rapaport Director
Sharad A. Samy Executive
Verne O. Sedlacek Director
Deborah C. Spalding Executive
Michael H. Strauss Executive
Seth Thomson Executive
Timothy T. Yates, Jr. Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Commonfund Ocio, Inc. 601 Merritt 7
Norwalk, CT, 06851