Form D · Other Investment Fund
InstarAGF Essential Infrastructure AIE LP
Toronto, A6 · CIK 0001668226
Offering snapshot reported Mar 1, 2017 · SEC filing
- Reported sold
- $549M Offering amount: $850M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Mar 2, 2016 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 3
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 1, 2017 | Amendment | $549,000,000 | No comparison | 3 | SEC filing |
| Mar 1, 2016 | Initial | Yet to sell | No comparison | 0 | SEC 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
- 021-258318
Clarification of Items 11 and 13 - The dollar amounts are represented in Canadian dollars. Clarification of Item 13 - The total amount sold to U.S. investors is $5,723,000.
Source: Form D, filed Mar 1, 2017. 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
INSTARAGF ESSENTIAL INFRASTRUCTURE (AIE) LP
Investment adviser: INSTAR ASSET MANAGEMENT INC.
- Gross asset value
- $380M
- Beneficial owners
- 55
- ADV minimum commitment
- $5M
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 271
Filing source
Form ADV 2080094 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2349294784
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.
| Name | Reported role |
|---|---|
| Robert J. Bogart | Director, Executive |
| Blake C. Goldring | Director, Executive |
| Judith Gail Goldring | Executive |
| N/A Instar Agf Asset Management Inc. | Promoter |
| N/A Instar Agf Essential Infrastructure Gp Inc. | Promoter |
| Gregory J. Smith | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Toronto, A6, M5K 1E9