Form D · Private Equity Fund
Kelso Investment Associates XI, L.P.
New York, NY · CIK 0001878965
Offering snapshot reported Oct 3, 2023 · SEC filing
- Reported sold
- $2.82B Indefinite offering
- Investors reported
- 148 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 29, 2021 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 investors0 → 148
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 3, 2023 | Amendment | $2,818,034,500 | No comparison | 148 | SEC filing |
| Sep 28, 2023 | Amendment | $2,671,684,500 | No comparison | 126 | SEC filing |
| Sep 28, 2022 | Amendment | $1,673,034,500 | No comparison | 82 | SEC filing |
| Sep 28, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $9.2M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-414832
The total amount sold by the issuer and affiliated issuers in the offering, along with the GP commitment, is $3,282,482,364.
Estimate includes sales commissions of Fund and affiliated funds.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Not Applicable | None | Altis Finanacial Services Inc. |
Source: Form D, filed Oct 3, 2023. 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
KELSO INVESTMENT ASSOCIATES XI, L.P.
Investment adviser: KELSO & COMPANY, L.P.
- Gross asset value
- $3.36B
- Beneficial owners
- 182
- ADV minimum commitment
- $10M
Reported in Form ADV on Apr 30, 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
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Filing source
Form ADV 2097541 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-7890652699
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 |
|---|---|
| Anna Lynn Alexander | Director |
| Philip E. Berney | Director, Executive |
| Frank K. Bynum, Jr. | Director |
| David L. Cohen | Director |
| Christopher L. Collins | Director, Executive |
| James J. Connors, Ii | Director |
| Stephen C. Dutton | Director |
| Matthew S. Edgerton | Director |
| Michael B. Goldberg | Director |
| Alec J. Hufnagel | Director |
| None Kelso Gp Xi, L.P. | Promoter |
| Joseph M. Kopilak | Director, Executive |
| Frank J. Loverro | Director, Executive |
| Henry Mannix Iii | Director |
| George E. Matelich | Director |
| Howard A. Matlin | Director |
| Church M. Moore | Director |
| Beth G. Neumann | Director |
| Michael P. Nichols | Director |
| Frank T. Nickell | Director |
| Stanley De J. Osborne | Director |
| David I. Wahrhaftig | Director |
| Thomas R. Wall, Iv | Director |
| William Woo | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10171