Form D · Private Equity Fund

Lone Star Fund IX (U.S.), L.P.

Dallas, TX · CIK 0001599400

Offering snapshot reported Nov 6, 2014 · SEC filing

Reported sold
$6.85B
Offering amount: $6.85B
Investors reported
94
Form D · investor count
Minimum accepted
$119K
Reported outside-investor minimum
First sale
Apr 3, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.42B$6.85BFeb 12, 2014Apr 11, 2014: $5,307,725,000.00Apr 11, 2014Aug 11, 2014: $6,847,819,000.00Aug 11, 2014Nov 6, 2014: $6,847,819,000.00Nov 6, 2014

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 6, 2014Amendment$6,847,819,000$0vs Aug 11, 201494SEC filing
Aug 11, 2014Amendment$6,847,819,000$1,540,094,000vs Apr 11, 201494SEC filing
Apr 11, 2014Amendment$5,307,725,000No comparison76SEC filing
Feb 12, 2014InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-211746
Of the $6,847,819,000 sold to third parties, $2,944,725,000 was sold in this US fund and an aggregate of $3,903,094,000 was sold in two companion Bermuda funds.

Source: Form D, filed Nov 6, 2014. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

LONE STAR FUND IX (U.S.), L.P.

Investment adviser: LONE STAR AMERICAS ACQUISITIONS, INC.

Gross asset value
$1.57B
Beneficial owners
95
ADV minimum commitment
$25M

Reported in Form ADV on Aug 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LLP DALLAS, Texas, United States Other funds reporting this name →
Custodian WELLS FARGO BANK NA EL MONTE, California, United States Related to adviser: No Other funds reporting this name →
Custodian WELLS FARGO SECURITIES, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

WELLS FARGO SECURITIES, LLC
SEC 8-22947

Fund asset history · 5 annual observations Gross asset value by annual ADV filing$0$926M$1.85BFY 2021: $1,852,434,089.00FY 2021FY 2022: $1,676,751,058.00FY 2022FY 2023: $1,808,352,415.00FY 2023FY 2024: $1,566,032,400.00FY 2024FY 2025: $1,568,564,539.00FY 2025

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Fiscal yearGross assetsBeneficial ownersADV filed
2021$1,852,434,08995Mar 31, 2022
2022$1,676,751,05895Mar 30, 2023
2023$1,808,352,41596Mar 29, 2024
2024$1,566,032,40095Mar 31, 2025
2025$1,568,564,53995Mar 31, 2026
Filing source

Form ADV 2128766 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-7649465488

Reported by LONE STAR AMERICAS ACQUISITIONS, INC. (CRD 160000).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Lone Star Global Acquisitions, Inc. Promoter
Lone Star Global Acquisitions, Ltd. Promoter
Lone Star Partners Ix, L.P. Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2711 N. Haskell Avenue, Suite 1700
Dallas, TX, 75204
Phone: 817.347.5290