Form D · Hedge Fund

HORIZON KINETICS EQUITY OPPORTUNITIES FUND, LP

New York, NY · CIK 0001410109

Offering snapshot reported Mar 19, 2026 · SEC filing

Reported sold
$106M
Indefinite offering
Investors reported
1,121
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Aug 20, 2007
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$52.8M$106MMar 23, 2012: $7,506,497.00Mar 23, 2012Mar 20, 2013: $7,506,497.00Mar 20, 2014: $7,506,497.00Mar 20, 2015: $8,006,497.00Mar 21, 2016: $8,131,497.00Mar 21, 2017: $12,125,272.00Mar 21, 2018: $28,772,235.00Mar 22, 2019: $31,912,085.00Mar 18, 2020: $40,570,035.00Mar 18, 2021: $49,240,531.00Mar 18, 2022: $53,290,530.00Mar 20, 2023: $54,886,131.00Mar 20, 2024: $54,947,131.00Mar 20, 2025: $58,644,631.00Mar 19, 2026: $105,664,086.00Mar 19, 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$58,644,631 → $105,664,086
  • Reported investors748 → 1,121

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 19, 2026Amendment$105,664,086$47,019,455vs Mar 20, 20251,121SEC filing
Mar 20, 2025Amendment$58,644,631$3,697,500vs Mar 20, 2024748SEC filing
Mar 20, 2024Amendment$54,947,131$61,000vs Mar 20, 2023719SEC filing
Mar 20, 2023Amendment$54,886,131$1,595,601vs Mar 18, 2022715SEC filing
Mar 18, 2022Amendment$53,290,530$4,049,999vs Mar 18, 2021709SEC filing
Mar 18, 2021Amendment$49,240,531$8,670,496vs Mar 18, 2020684SEC filing
Mar 18, 2020Amendment$40,570,035$8,657,950vs Mar 22, 2019640SEC filing
Mar 22, 2019Amendment$31,912,085$3,139,850vs Mar 21, 2018587SEC filing
Mar 21, 2018Amendment$28,772,235$16,646,963vs Mar 21, 2017547SEC filing
Mar 21, 2017Amendment$12,125,272$3,993,775vs Mar 21, 2016135SEC filing
Mar 21, 2016Amendment$8,131,497$125,000vs Mar 20, 201510SEC filing
Mar 20, 2015Amendment$8,006,497$500,000vs Mar 20, 20147SEC filing
Mar 20, 2014Amendment$7,506,497$0vs Mar 20, 20136SEC filing
Mar 20, 2013Amendment$7,506,497$0vs Mar 23, 20126SEC filing
Mar 23, 2012Initial$7,506,497No comparison6SEC filing
Aug 16, 2007PaperNot reportedNo comparisonNot reported

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$15.4M (estimated)
Finders' fees
$0
Form D file number
021-175503

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
KBD SECURITIES, LLC104110KBD SECURITIES, LLC · CRD 104110

Source: Form D, filed Mar 19, 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

HORIZON KINETICS EQUITY OPPORTUNITIES FUND LP

Investment adviser: HORIZON KINETICS ASSET MANAGEMENT LLC

Gross asset value
$622M
Beneficial owners
967
ADV minimum commitment
$250K

Reported in Form ADV on Sep 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator US BANK GLOBAL FUND SERVICES, LLC HACKENSACK, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CBIZ CPAS P.C. SAN FRANSISCO, California, United States
Custodian FIDELITY BROKERAGE SERVICES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker FIDELITY BROKERAGE SERVICES LLC 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

CBIZ CPAS P.C.
PCAOB 199

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292

Filing source

Form ADV 2134667 · Sep 24, 2026 · Schedule D 7.B.(1), fund 805-6286146848

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
Steven Bregman Executive
Peter Doyle Executive
Jay Kesslen Executive
John Douglas Kramer Executive
Hugh Ross Executive
Robin Shulman Executive
Murray Stahl Executive
Alun Williams Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
470 Park Avenue South 4 Th Floor South
New York, NY, 10016