Form D · Hedge Fund
K2 Ascent LLC - K2 Starboard Value & Opportunity Fund Series
Stamford, CT · CIK 0001760155
Offering snapshot reported Aug 1, 2025 · SEC filing
- Reported sold
- $52.9M Indefinite offering
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Aug 1, 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.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 1, 2025 | Amendment | $52,859,548 | $0vs Aug 1, 2024 | 13 | SEC filing |
| Aug 1, 2024 | Amendment | $52,859,548 | $0vs Jul 24, 2023 | 13 | SEC filing |
| Jul 24, 2023 | Amendment | $52,859,548 | $7,145,591vs Jul 22, 2022 | 13 | SEC filing |
| Jul 22, 2022 | Amendment | $45,713,957 | $1,690,480vs Jul 23, 2021 | 12 | SEC filing |
| Jul 23, 2021 | Amendment | $44,023,477 | No comparison | Not reported | SEC filing |
| Nov 25, 2020 | Amendment | $39,646,485 | $21,641,494vs Nov 27, 2019 | 9 | SEC filing |
| Nov 27, 2019 | Amendment | $18,004,991 | $4,434,991vs Nov 28, 2018 | 6 | SEC filing |
| Nov 28, 2018 | Initial | $13,570,000 | No comparison | 4 | 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
- 021-326718
Source: Form D, filed Aug 1, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Bjorn A. Davis | Executive |
| Madison S. Gulley | Executive |
| N/A K2 Advisors L.Lc. | Promoter |
| N/A K2 Advisors L.L.C. | Executive |
| N/A K2 Ascent Llc | Executive |
| N/A K2/D&S Management Co., L.L.C. | Executive |
| N/A K2 Mauna Kea Llc | Executive |
| Andrew A. Kandiew | Executive |
| N/A Manlowe | Executive |
| Bryan Martoken | Executive |
| Robin M. Ostlund | Executive |
| David C. Saunders | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Stamford, CT, 06902