Form D · Other Investment Fund

Cahaba Partners Equity Plus Fund

Woburn, MA · CIK 0001753556

Offering snapshot reported Jun 30, 2026 · SEC filing

Reported sold
$841M
Indefinite offering
Investors reported
15
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Dec 11, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.39B$2.79BOct 5, 2018: $33,000,000.00Oct 5, 2018Apr 15, 2019: $134,000,000.00Apr 30, 2020: $850,122,847.00Apr 8, 2021: $2,287,718,965.00Mar 17, 2022: $2,691,761,855.00Mar 22, 2023: $2,391,350,496.00Mar 22, 2024: $2,786,007,076.00Apr 24, 2025: $603,794,964.00Apr 17, 2026: $819,753,766.00Jun 30, 2026: $840,763,031.00Jun 30, 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$819,753,766 → $840,763,031

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 30, 2026Amendment$840,763,031$21,009,265vs Apr 17, 202615SEC filing
Apr 17, 2026Amendment$819,753,766$215,958,802vs Apr 24, 202515SEC filing
Apr 24, 2025Amendment$603,794,964-$2,182,212,112vs Mar 22, 202414SEC filing
Mar 22, 2024Amendment$2,786,007,076$394,656,580vs Mar 22, 202319SEC filing
Mar 22, 2023Amendment$2,391,350,496-$300,411,359vs Mar 17, 202222SEC filing
Mar 17, 2022Amendment$2,691,761,855$404,042,890vs Apr 8, 202117SEC filing
Apr 8, 2021Amendment$2,287,718,965$1,437,596,118vs Apr 30, 202018SEC filing
Apr 30, 2020Amendment$850,122,847$716,122,847vs Apr 15, 20192SEC filing
Apr 15, 2019Amendment$134,000,000$101,000,000vs Oct 5, 20182SEC filing
Oct 5, 2018Initial$33,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-322903

Source: Form D, filed Jun 30, 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

CAHABA PARTNERS EQUITY PLUS FUND

Investment adviser: HIGHLAND ASSOCIATES INC

Gross asset value
$784M
Beneficial owners
14
ADV minimum commitment
$1M

Reported in Form ADV on Jul 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GLOBAL TRUST COMPANY WOBURN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PWC BOSTON, Massachusetts, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Prime broker MORGAN STANLEY CAPITAL MARKETS NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PWC
PCAOB 67

Filing source

Form ADV 2119322 · Jul 29, 2026 · Schedule D 7.B.(1), fund 805-2808614878

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
Global Trust Company Director, Promoter
Highland Associates, Inc. Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Global Trust Company 12 Gill Street, Suite 2600
Woburn, MA, 01801