Form D · Hedge Fund

Lone Monterey, Ltd.

George Town, Grand Cayman, E9 · CIK 0001482693

Offering snapshot reported Mar 6, 2026 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$50K
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
Mar 6, 2026AmendmentYet to sellNo comparison0SEC filing
Mar 7, 2025AmendmentYet to sellNo comparison0SEC filing
Dec 20, 2024AmendmentYet to sellNo comparison0SEC filing
Dec 21, 2023AmendmentYet to sellNo comparison0SEC filing
Dec 21, 2022InitialYet to sellNo comparison0SEC 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
021-468194

Source: Form D, filed Mar 6, 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

LONE MONTEREY, LTD.

Investment adviser: LONE PINE CAPITAL LLC

Gross asset value
$308M
Beneficial owners
31
ADV minimum commitment
$1M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LTD. GRAND CAYMAN, Cayman Islands
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, 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

ERNST & YOUNG LTD.
PCAOB 1655

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Filing source

Form ADV 2072480 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-1880422959

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
Sarah Gordon Wild Director
Martin Lang Director
Paulo Lemann Director
Lone Pine Capital Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Citco Fund Svcs (Cayman Islands) Ltd 89 Nexus Way, Camana Bay, Po Box 31106
George Town, Grand Cayman, E9, KY1-1205