Form D · Other Investment Fund

Makena Active Equity Portfolio, L.P.

Menlo Park, CA · CIK 0001842316

Offering snapshot reported Aug 31, 2026 · SEC filing

Reported sold: $363M
Investors reported: 30
Minimum accepted: $0
First sale: Jan 1, 2021

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$340,308,007 → $363,148,008
Reported investors18 → 30

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 31, 2026	Amendment	$363,148,008	$22,840,001vs Jul 15, 2025	30	SEC filing
Jul 15, 2025	Amendment	$340,308,007	$275,605,450vs Feb 9, 2021	18	SEC filing
Feb 9, 2021	Initial	$64,702,557	No comparison	3	SEC 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: 021-388955

Source: Form D, filed Aug 31, 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

MAKENA ACTIVE EQUITY PORTFOLIO, L.P.

Investment adviser: MAKENA CAPITAL MANAGEMENT, LLC

Gross asset value: $80.4M
Beneficial owners: 21
ADV minimum commitment: $5M

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

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States

Custodian THE BANK OF NEW YORK MELLON EVERETT, 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 LLP
PCAOB 42

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

Filing source

Form ADV 2085303 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4998143963

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
Lara Banks	Director
Craig Blanchard	Director
Joseph Dekker	Director
Jackson Garton	Director
Kia Ghorashi	Director
Lawrence Kochard	Director
Joseph Magher	Director
N/A Makena Capital Management Gp, Llc	Director
Makena Capital Management Gp, Llc	Promoter
Makena Performance Holdings, L.P.	Promoter
N/A Makena Performance Holdings, L.P.	Director
Michael G. Mc Caffery	Director
William Mc Grath	Director
William R. Miller	Director
Luke Proskine	Director
Brian Rodde	Director
Mike Tremmel	Director
Jonathan Van Gorp	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2755 Sand Hill Road, Suite 200
Menlo Park, CA, 94025