Form D · Private Equity Fund

LionTree Yuga Investment, L.P.

New York, NY · CIK 0001922444

Offering snapshot reported May 12, 2022 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

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
May 12, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-445512
LionTree Advisors LLC, CRD #164399, 745 Fifth Avenue, 15th Floor, New York, NY, 10151, will place investments, but will not receive any sales commissions.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LionTree Advisors LLCNone · CRD 164399

Source: Form D, filed May 12, 2022. 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

LIONTREE YUGA INVESTMENT, L.P.

Investment adviser: LIONTREE INVESTMENT MANAGEMENT, LLC

Gross asset value
$3.77M
Beneficial owners
7
ADV minimum commitment
$700K

Reported in Form ADV on May 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States
Custodian RBC SECURITIES, INC LOS ANGELES, California, 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

DELOITTE & TOUCHE LLP
PCAOB 34

RBC SECURITIES, INC
SEC 8-52265

Filing source

Form ADV 2107091 · May 20, 2026 · Schedule D 7.B.(1), fund 805-4404641045

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
Aryeh B. Bourkoff Executive
N/A Lion Tree Investment Management, Llc Executive
N/A Lion Tree Yuga Investment Gp Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
745 Fifth Avenue 15th Floor
New York, NY, 10151