Form D · Pooled Investment Fund

HLM Strategic Investment Fund, L.P.

Waltham, MA · CIK 0001878015

Offering snapshot reported Sep 8, 2021 · SEC filing

Reported sold
$230M
Offering amount: $230M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 8, 2021Initial$230,000,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-412611

Source: Form D, filed Sep 8, 2021. 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

HLM STRATEGIC INVESTMENT FUND, L.P.

Investment adviser: HLM MANAGEMENT CO., LLC

Gross asset value
$200M
Beneficial owners
19
ADV minimum commitment
$5M

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

Service providers

Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81

Filing source

Form ADV 2071176 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-7355794026

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
Edward L. Cahill Executive
Vincent J. Fabiani Executive
Peter J. Grua Executive
N/A Hlm Strategic Investment Fund Gp, Llc Executive
Enrico Picozza Executive
Steven Tolle Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
800 South Street, Suite 620
Waltham, MA, 02453