Form D · Hedge Fund

Aptitude Partners (Levered) LP

New York, NY · CIK 0001677121

Offering snapshot reported Jul 18, 2023 · SEC filing

Reported sold: $389M
Investors reported: 219
Minimum accepted: $0
First sale: Jul 1, 2016

Fundraising history

Reported sold

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$382,682,967 → $388,882,967
Reported investors215 → 219

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 18, 2023	Amendment	$388,882,967	$6,200,000vs Jul 20, 2022	219	SEC filing
Jul 20, 2022	Amendment	$382,682,967	$291,664,360vs Sep 16, 2019	215	SEC filing
Sep 16, 2020	Amendment	$185,863,505	$94,844,898vs Sep 16, 2019	102	SEC filing
Sep 16, 2019	Amendment	$91,018,607	$14,080,000vs Jun 14, 2019	27	SEC filing
Jun 14, 2019	Amendment	$76,938,607	$500,000vs Jul 13, 2018	14	SEC filing
Jul 13, 2018	Amendment	$76,438,607	$2,897,993vs Jul 14, 2017	13	SEC filing
Jul 14, 2017	Amendment	$73,540,614	$3,450,000vs Jul 14, 2016	12	SEC filing
Jul 14, 2016	Initial	$70,090,614	No comparison	11	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: 021-267034

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Goldman Sachs & Co. LLC	361

Source: Form D, filed Jul 18, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

APTITUDE PARTNERS (LEVERED) LP

Investment adviser: GOLDMAN SACHS ASSET MANAGEMENT, L.P.

Gross asset value: $342M
Beneficial owners: 215
ADV minimum commitment: $1M

Reported in Form ADV on Aug 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States Other funds reporting this name →

Custodian CITIBANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Marketer GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: Yes Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

CITIBANK, NATIONAL ASSOCIATION
LEI E57ODZWZ7FF32TWEFA76

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 801-16048

Fund asset history · 2 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2024	$383,171,047	223	Mar 31, 2025
2025	$342,049,636	215	Mar 31, 2026

Filing source

Form ADV 2125383 · Aug 21, 2026 · Schedule D 7.B.(1), fund 805-9585610727

Reported by GOLDMAN SACHS ASSET MANAGEMENT, L.P. (CRD 107738).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Matched by reported Form D file number

APTITUDE PARTNERS (LEVERED) LP

Investment adviser: APTITUDE INVESTMENT MANAGEMENT LP

Gross asset value: $385M
Beneficial owners: 226
ADV minimum commitment: $1M

Reported in Form ADV on Apr 12, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States Other funds reporting this name →

Custodian CITIBANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Marketer GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: Yes Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

CITIBANK, NATIONAL ASSOCIATION
LEI E57ODZWZ7FF32TWEFA76

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 801-16048

Fund asset history · 3 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$412,936,219	210	Mar 31, 2022
2022	$407,278,615	224	Mar 31, 2023
2023	$385,080,346	226	Mar 28, 2024

Filing source

Form ADV 1865712 · Apr 12, 2024 · Schedule D 7.B.(1), fund 805-9585610727

Reported by APTITUDE INVESTMENT MANAGEMENT LP (CRD 159070).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Aptitude Investment Management Lp	Promoter
Aptitude Partners Fund Gp Llc	Executive
Federal Way Asset Management Lp	Promoter
Federal Way Partners Fund Gp Llc	Executive
Jeffrey Klein	Executive
Salim Shariff	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

200 West Street
New York, NY, 10282-2198
Phone: 212-902-1000