Form D · Hedge Fund
JANA Strategic Investments Benchmark Fund, L.P.
New York, NY · CIK 0001729549
Offering snapshot reported May 29, 2026 · SEC filing
- Reported sold
- $867M Indefinite offering
- Investors reported
- 98 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 19, 2018 As reported in this filing
Fundraising history
Reported soldDates 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$811,170,612 → $866,578,136
- Reported investors92 → 98
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 29, 2026 | Amendment | $866,578,136 | $55,407,524vs May 30, 2025 | 98 | SEC filing |
| May 30, 2025 | Amendment | $811,170,612 | $160,550,000vs May 31, 2024 | 92 | SEC filing |
| May 31, 2024 | Amendment | $650,620,612 | $196,078,000vs Jun 2, 2023 | 81 | SEC filing |
| Jun 2, 2023 | Amendment | $454,542,612 | $68,600,000vs Jun 3, 2022 | 74 | SEC filing |
| Jun 3, 2022 | Amendment | $385,942,612 | $10,347,055vs Jun 4, 2021 | 72 | SEC filing |
| Jun 4, 2021 | Amendment | $375,595,557 | No comparison | Not reported | SEC filing |
| Jan 29, 2021 | Amendment | $270,345,557 | $7,866,000vs Jan 31, 2020 | 52 | SEC filing |
| Jan 31, 2020 | Amendment | $262,479,557 | $48,826,811vs Feb 1, 2019 | 51 | SEC filing |
| Feb 1, 2019 | Amendment | $213,652,746 | $13,652,746vs Feb 2, 2018 | 9 | SEC filing |
| Feb 2, 2018 | Initial | $200,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-304716
Source: Form D, filed May 29, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.
Matched by reported Form D file number
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P.
Investment adviser: JANA PARTNERS MANAGEMENT, LP
- Gross asset value
- $1.77B
- Beneficial owners
- 114
- ADV minimum commitment
- $5M
Reported in Form ADV on May 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 1323
KPMG LLP
PCAOB 185
GOLDMAN SACHS & CO. LLC
SEC 8-129
JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97
Fund asset history · 3 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2023 | $1,291,436,677 | 86 | Mar 21, 2024 |
| 2024 | $1,916,039,274 | 109 | Mar 27, 2025 |
| 2025 | $1,772,497,823 | 114 | Mar 27, 2026 |
Filing source
Form ADV 2108652 · May 29, 2026 · Schedule D 7.B.(1), fund 805-8882644239
Reported by JANA PARTNERS MANAGEMENT, LP (CRD 292832).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Matched by reported Form D file number
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P.
Investment adviser: JANA PARTNERS LLC
- Gross asset value
- $782M
- Beneficial owners
- 81
- ADV minimum commitment
- $5M
Reported in Form ADV on Mar 30, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 1323
KPMG LLP
PCAOB 185
BANK OF AMERICA N.A.
LEI B4TYDEB6GKMZO031MB27
UBS SECURITIES LLC
SEC 8-22651
Fund asset history · 2 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2021 | $804,487,702 | 78 | Mar 30, 2022 |
| 2022 | $782,135,568 | 81 | Mar 30, 2023 |
Filing source
Form ADV 1711835 · Mar 30, 2023 · Schedule D 7.B.(1), fund 805-8882644239
Reported by JANA PARTNERS LLC (CRD 151318).
Annual Updating Amendment for Registered Adviser · fiscal year 2022.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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 |
|---|---|
| David Di Domenico | Executive |
| Jennifer Fanjiang | Executive |
| Kevin Galligan | Executive |
| Jana Partners Capital, Llc | Executive |
| Jana Partners Management, Lp | Promoter |
| Jana Special Situations Capital, Llc | Executive |
| Jana Special Situations Management, Lp | Promoter |
| Scott Ostfeld | Executive |
| Charles Penner | Executive |
| Barry Rosenstein | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10106