Form D · Other Investment Fund
EDGESTREAM SUMATRA FUND, LP
Princeton, NJ · CIK 0001216946
Offering snapshot reported Sep 9, 2026 · SEC filing
- Reported sold
- $753M Indefinite offering
- Investors reported
- 149 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 1, 2003 As reported in this filing
Fundraising history
Reported soldDates 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$668,523,943 → $752,691,614
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 9, 2026 | Amendment | $752,691,614 | $84,167,671vs Sep 9, 2025 | 149 | SEC filing |
| Sep 9, 2025 | Amendment | $668,523,943 | No comparison | Not reported | SEC filing |
| Sep 10, 2024 | Amendment | $658,463,943 | $17,300,000vs Sep 7, 2023 | 119 | SEC filing |
| Sep 7, 2023 | Amendment | $641,163,943 | $200,292,500vs Sep 8, 2022 | 119 | SEC filing |
| Sep 8, 2022 | Amendment | $440,871,443 | $9,805,000vs Sep 10, 2021 | 115 | SEC filing |
| Sep 10, 2021 | Amendment | $431,066,443 | No comparison | Not reported | SEC filing |
| Sep 11, 2020 | Amendment | $429,481,443 | $600,000vs Sep 13, 2019 | 109 | SEC filing |
| Sep 13, 2019 | Amendment | $428,881,443 | $5,000,000vs Nov 6, 2018 | 108 | SEC filing |
| Nov 6, 2018 | Amendment | $423,881,443 | $250,000vs Nov 15, 2017 | 107 | SEC filing |
| Nov 15, 2017 | Amendment | $423,631,443 | $4,000,000vs Nov 4, 2016 | 107 | SEC filing |
| Nov 4, 2016 | Amendment | $419,631,443 | $6,480,000vs Apr 8, 2016 | 105 | SEC filing |
| Apr 8, 2016 | Amendment | $413,151,443 | $21,310,000vs Jun 16, 2015 | 99 | SEC filing |
| Jun 16, 2015 | Amendment | $391,841,443 | $13,380,000vs Jun 13, 2014 | 97 | SEC filing |
| Jun 13, 2014 | Amendment | $378,461,443 | $5,460,000vs Jun 14, 2013 | 93 | SEC filing |
| Jun 14, 2013 | Amendment | $373,001,443 | $54,000,000vs Jun 26, 2012 | 90 | SEC filing |
| Jun 26, 2012 | Amendment | $319,001,443 | $17,095,000vs Jul 15, 2010 | 87 | SEC filing |
| Jun 21, 2011 | Amendment | $313,001,443 | $11,095,000vs Jul 15, 2010 | 85 | SEC filing |
| Jul 15, 2010 | Amendment | $301,906,443 | $0vs Mar 9, 2010 | 78 | SEC filing |
| Mar 9, 2010 | Amendment | $301,906,443 | No comparison | 78 | SEC 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
- 021-52387
Source: Form D, filed Sep 9, 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
EDGESTREAM SUMATRA FUND, L.P.
Investment adviser: EDGESTREAM PARTNERS, L.P.
- Gross asset value
- $309M
- Beneficial owners
- 41
- ADV minimum commitment
- $1M
Reported in Form ADV on May 13, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Filing source
Form ADV 1875388 · May 13, 2024 · Schedule D 7.B.(1), fund 805-4683516993
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.
| Name | Reported role |
|---|---|
| N/A Edgestream Gp Lp | Executive |
| N/A Edgestream Gp, L.P. | Executive, Promoter |
| N/A Edgestream Partners, L.P. | Promoter |
| William Natbony | Executive, Promoter |
| Sandor H. Straus | Promoter |
| Brian Tahan | Executive, Promoter |
| Peter N. Yianilos | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Princeton, NJ, 08540