Form D · Other Investment Fund

Global Strategy LLC

Boston, MA · CIK 0001512695

Offering snapshot reported Mar 2, 2026 · SEC filing

Reported sold
$621M
Indefinite offering
Investors reported
90
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Apr 2, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$310M$621MMay 20, 2011: $21,589,551.00May 20, 2011Jul 16, 2012: $18,876,706.00Feb 8, 2013: $87,042,877.00Mar 4, 2014: $137,702,878.00Feb 10, 2015: $185,975,934.00Mar 1, 2016: $194,159,480.00Mar 1, 2017: $162,286,424.00Mar 1, 2018: $184,636,424.00Mar 1, 2019: $185,926,424.00Feb 28, 2020: $187,676,424.00Mar 1, 2021: $270,876,424.00Feb 28, 2022: $365,156,424.00Feb 28, 2023: $434,306,844.00Feb 28, 2024: $455,256,844.00Feb 28, 2025: $597,306,844.00Mar 2, 2026: $620,906,844.00Mar 2, 2026

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$597,306,844 → $620,906,844
  • Reported investors86 → 90

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 2, 2026Amendment$620,906,844$23,600,000vs Feb 28, 202590SEC filing
Feb 28, 2025Amendment$597,306,844$142,050,000vs Feb 28, 202486SEC filing
Feb 28, 2024Amendment$455,256,844$20,950,000vs Feb 28, 202375SEC filing
Feb 28, 2023Amendment$434,306,844$69,150,420vs Feb 28, 202274SEC filing
Feb 28, 2022Amendment$365,156,424$94,280,000vs Mar 1, 202168SEC filing
Mar 1, 2021Amendment$270,876,424$83,200,000vs Feb 28, 202061SEC filing
Feb 28, 2020Amendment$187,676,424$1,750,000vs Mar 1, 201953SEC filing
Mar 1, 2019Amendment$185,926,424$1,290,000vs Mar 1, 201851SEC filing
Mar 1, 2018Amendment$184,636,424$22,350,000vs Mar 1, 201749SEC filing
Mar 1, 2017Amendment$162,286,424-$31,873,056vs Mar 1, 201647SEC filing
Mar 1, 2016Amendment$194,159,480$8,183,546vs Feb 10, 201544SEC filing
Feb 10, 2015Amendment$185,975,934$48,273,056vs Mar 4, 201439SEC filing
Mar 4, 2014Amendment$137,702,878$50,660,001vs Feb 8, 201337SEC filing
Feb 8, 2013Amendment$87,042,877$65,453,326vs May 20, 201130SEC filing
Jul 16, 2012Amendment$18,876,706-$2,712,845vs May 20, 201115SEC filing
May 20, 2011Initial$21,589,551No comparison9SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-160136
Minimum investment in item 11 may be reduced at the discretion of the General Manager.

Source: Form D, filed Mar 2, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Warren Naphtal Executive
Mary S. Naphtal Executive
P/E Global Llc Director, Promoter
N/A N/A P/E Global Llc Promoter
P/E Investments Llc Promoter
N/A N/A P/E Investments Llc Promoter
N/A N/A Queensboro Advisors, Llc Promoter
Joseph Richard Zecher Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
75 State Street 31 St Floor
Boston, MA, 02109