Form D · Hedge Fund

LOCUST WOOD CAPITAL LP

New York, NY · CIK 0001178063

Offering snapshot reported Mar 18, 2026 · SEC filing

Reported sold: $875M
Investors reported: 999
Minimum accepted: $0
First sale: Jul 1, 2002

Fundraising history

Reported sold

Dates 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$868,206,577 → $874,531,577
Reported investors981 → 999

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 18, 2026	Amendment	$874,531,577	$6,325,000vs Mar 18, 2025	999	SEC filing
Mar 18, 2025	Amendment	$868,206,577	$18,220,000vs Mar 18, 2024	981	SEC filing
Mar 18, 2024	Amendment	$849,986,577	$13,070,000vs Mar 17, 2023	945	SEC filing
Mar 17, 2023	Amendment	$836,916,577	$7,846,718vs Mar 17, 2022	922	SEC filing
Mar 17, 2022	Amendment	$829,069,859	$18,675,500vs Mar 17, 2021	908	SEC filing
Mar 17, 2021	Amendment	$810,394,359	$7,995,000vs Mar 18, 2020	868	SEC filing
Mar 18, 2020	Amendment	$802,399,359	$17,292,750vs Mar 16, 2018	848	SEC filing
Mar 18, 2019	Amendment	$795,206,359	$10,099,750vs Mar 16, 2018	828	SEC filing
Mar 16, 2018	Amendment	$785,106,609	$27,404,500vs Mar 16, 2017	810	SEC filing
Mar 16, 2017	Amendment	$757,702,109	$36,549,638vs Mar 16, 2016	771	SEC filing
Mar 16, 2016	Amendment	$721,152,471	$85,047,197vs Mar 16, 2015	664	SEC filing
Mar 16, 2015	Amendment	$636,105,274	$347,292,960vs Mar 15, 2013	558	SEC filing
Mar 14, 2014	Amendment	$619,120,050	$330,307,736vs Mar 15, 2013	489	SEC filing
Mar 15, 2013	Amendment	$288,812,314	$49,137,422vs Mar 16, 2012	298	SEC filing
Mar 16, 2012	Amendment	$239,674,892	$69,993,741vs Mar 16, 2010	220	SEC filing
Mar 16, 2011	Amendment	$190,456,892	$20,775,741vs Mar 16, 2010	174	SEC filing
Mar 16, 2010	Amendment	$169,681,151	No comparison	135	SEC filing
Mar 17, 2009	Amendment	$147,416,931	No comparison	Not reported	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 (estimated)
Form D file number: 021-45940

The sales agent receives a fee equal to a percentage of the management fees paid by investors introduced by the sales agent.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
UBS Financial Services Inc.	8174
Merrill Lynch, Pierce, Fenner & Smith Inc.	7691
J.P, Morgan Securities LLC	79
Credit Suisse Securities (USA) LLC	816
Morgan Stanley & CO. LLC	8209
Triple A Partners LLC	142790
ROCKEFELLER FINANCIAL LLC	291361

Source: Form D, filed Mar 18, 2026. 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

LOCUST WOOD CAPITAL, LP

Investment adviser: LOCUST WOOD CAPITAL ADVISERS, LLC

Gross asset value: $1.09B
Beneficial owners: 552
ADV minimum commitment: $250K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MORGAN STANLEY FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO TORTUGA GRAND CAYMAN, Cayman Islands

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA N.A. NEW YORK, New York, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES INC. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Marketer CHARLES SCHWAB & CO., INC. PHOENXI, Arizona, United States Related to adviser: No

Marketer FIRST REPUBLIC SECURITIES COMPANY, LLC SAN FRANCISCO, California, United States Related to adviser: No

Marketer MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Marketer MORGAN STANLEY PURCHASE, New York, United States Related to adviser: No

Marketer ROCKEFELLER CAPITAL MANAGEMENT NEW YORK, New York, United States Related to adviser: No

Marketer TRIPLE A PARTNERS LLC LOS ANGELES, California, United States Related to adviser: Yes

Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No

Prime broker BANK OF AMERICA N.A. NEW YORK, New York, United States

Prime broker J.P. MORGAN SECURITIES INC. NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

BDO TORTUGA
PCAOB 2162

BDO USA, LLP
PCAOB 243

J.P. MORGAN SECURITIES INC.
SEC 8-36950

MORGAN STANLEY & CO. LLC
SEC 8-15869

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 801-29938

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 801-14235

MORGAN STANLEY
CRD 149777 · SEC 801-70103

ROCKEFELLER CAPITAL MANAGEMENT
CRD 291361 · SEC 801-114033

TRIPLE A PARTNERS LLC
CRD 142790 · SEC 8-67485

UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 801-7163

J.P. MORGAN SECURITIES INC.
CRD 18718 · SEC 8-36950

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Filing source

Form ADV 2079378 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-1055144572

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
Name	Reported role
Stephen J. Errico	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

90 Park Avenue, Floor 27
New York, NY, 10016