Form D · Other Investment Fund

HYBRID EQUITY FUND, LP

New York, NY · CIK 0001627634

Offering snapshot reported Jan 6, 2026 · SEC filing

Reported sold
$204M
Indefinite offering
Investors reported
229
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 2, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$102M$204MMar 5, 2019: $42,409,264.00Mar 5, 2019Jan 9, 2020: $110,134,264.00Jan 7, 2021: $156,539,264.00Jan 7, 2022: $167,039,264.00Jan 6, 2023: $190,534,264.00Jan 5, 2024: $190,534,264.00Jan 6, 2025: $203,774,264.00Jan 6, 2026: $203,774,264.00Jan 6, 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 6, 2026Amendment$203,774,264$0vs Jan 6, 2025229SEC filing
Jan 6, 2025Amendment$203,774,264$13,240,000vs Jan 5, 2024229SEC filing
Jan 5, 2024Amendment$190,534,264$0vs Jan 6, 2023209SEC filing
Jan 6, 2023Amendment$190,534,264$23,495,000vs Jan 7, 2022209SEC filing
Jan 7, 2022Amendment$167,039,264$10,500,000vs Jan 7, 2021175SEC filing
Jan 7, 2021Amendment$156,539,264$46,405,000vs Jan 9, 2020155SEC filing
Jan 9, 2020Amendment$110,134,264$67,725,000vs Mar 5, 2019113SEC filing
Mar 5, 2019Initial$42,409,264No comparison55SEC filing
May 30, 2018Amendment$41,351,189$3,920,718vs Feb 8, 201666SEC filing
Feb 8, 2016Amendment$37,430,471$10,092,971vs Jan 2, 201553SEC filing
Jan 2, 2015Initial$27,337,500No comparison46SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-334114

Source: Form D, filed Jan 6, 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

HYBRID EQUITY FUND, LP

Investment adviser: TIEDEMANN ADVISORS, LLC

Gross asset value
$391M
Beneficial owners
227
ADV minimum commitment
$0

Reported in Form ADV on Jul 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator WAYSTONE ADMINISTRATION SOLUTIONS (US) INC. FAIR LAWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG, LLP PHILADELPHIA, Pennsylvania, United States
Custodian FIDELITY BROKERAGE SERVICES LLC BOSTON, Massachusetts, 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

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 2117673 · Jul 10, 2026 · Schedule D 7.B.(1), fund 805-4785276306

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
Kevin Moran Executive
N/A Tiedemann Advisors Gp, Llc Executive
N/A Tiedemann Advisors, Llc Executive
N/A Tiedemann Wealth Management Gp, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Tiedemann Advisors Gp, Llc 22 Vanderbilt Avenue, 27 Th Floor
New York, NY, 10017