Form D · Other Investment Fund

Fundsmith Sustainable Equity Fund, L.P.

Stamford, CT · CIK 0001762501

Offering snapshot reported Dec 12, 2025 · SEC filing

Reported sold
$333M
Indefinite offering
Investors reported
126
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 2, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$166M$333MDec 20, 2018Dec 11, 2019: $89,465,000.00Dec 11, 2020: $157,577,297.00Dec 13, 2021: $201,949,724.00Dec 13, 2022: $234,098,724.00Dec 13, 2023: $281,932,724.00Dec 13, 2024: $321,677,749.00Dec 12, 2025: $332,677,748.00Dec 12, 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$321,677,749 → $332,677,748
  • Reported investors120 → 126

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 12, 2025Amendment$332,677,748$10,999,999vs Dec 13, 2024126SEC filing
Dec 13, 2024Amendment$321,677,749$39,745,025vs Dec 13, 2023120SEC filing
Dec 13, 2023Amendment$281,932,724$47,834,000vs Dec 13, 202299SEC filing
Dec 13, 2022Amendment$234,098,724$32,149,000vs Dec 13, 202179SEC filing
Dec 13, 2021Amendment$201,949,724$44,372,427vs Dec 11, 202061SEC filing
Dec 11, 2020Amendment$157,577,297$68,112,297vs Dec 11, 201935SEC filing
Dec 11, 2019Amendment$89,465,000No comparison22SEC filing
Dec 20, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
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
021-328568

Source: Form D, filed Dec 12, 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

FUNDSMITH SUSTAINABLE EQUITY FUND, L.P.

Investment adviser: FUNDSMITH, LLP

Gross asset value
$104M
Beneficial owners
47
ADV minimum commitment
$250K

Reported in Form ADV on Jun 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Marketer FUNDSMITH INVESTMENT SERVICES LIMITED BEAUX SONGES, Mauritius Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

FUNDSMITH INVESTMENT SERVICES LIMITED
CRD 310498 · SEC 801-123042

Filing source

Form ADV 2114387 · Jun 26, 2026 · Schedule D 7.B.(1), fund 805-4705292292

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
N/A Fundsmith Equity Fund (Gp), Llc Executive
N/A Fundsmith Llp Executive
N/A Fundsmith Partners Us Llc Executive
Simon Charles Godwin Executive
Mark Aubrey Seymour Laurence Executive
Paul Mainwaring Executive
Terence Smith Executive
Greville Ward Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
46 Southfield Ave Suite 205
Stamford, CT, 06902