Form D · Other Investment Fund

Golden Birch Fund LLC

Boston, MA · CIK 0001887378

Offering snapshot reported Mar 2, 2026 · SEC filing

Reported sold
$1.11B
Indefinite offering
Investors reported
2
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Nov 1, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$555M$1.11BNov 1, 2021: $200,500,000.00Nov 1, 2021Feb 28, 2022: $200,500,000.00Feb 28, 2023: $350,500,000.00Feb 28, 2023Feb 28, 2024: $750,500,000.00Feb 28, 2024Feb 28, 2025: $750,500,000.00Feb 28, 2025Mar 2, 2026: $1,110,500,000.00Mar 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$750,500,000 → $1,110,500,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 2, 2026Amendment$1,110,500,000$360,000,000vs Feb 28, 20252SEC filing
Feb 28, 2025Amendment$750,500,000$0vs Feb 28, 20242SEC filing
Feb 28, 2024Amendment$750,500,000$400,000,000vs Feb 28, 20232SEC filing
Feb 28, 2023Amendment$350,500,000$150,000,000vs Feb 28, 20222SEC filing
Feb 28, 2022Amendment$200,500,000$0vs Nov 1, 20212SEC filing
Nov 1, 2021Initial$200,500,000No comparison2SEC 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
021-419332
Minimum investment in item 11 is subject to the terms of the limited liability agreement of the company and 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

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O P/E Global Llc
Boston, MA, 02109