Form D · Other Investment Fund
SIMON QUICK GLOBAL EQUITIES FUND QP, LP
Morristown, NJ · CIK 0001594883
Offering snapshot reported Mar 18, 2026 · SEC filing
- Reported sold
- $161M Indefinite offering
- Investors reported
- 87 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Jan 1, 2014 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 18, 2026 | Initial | $160,945,403 | No comparison | 87 | SEC filing |
| Mar 19, 2025 | Initial | $164,953,944 | No comparison | 95 | SEC filing |
| Mar 18, 2024 | Amendment | $148,437,728 | -$5,968,348vs Mar 17, 2023 | 106 | SEC filing |
| Mar 17, 2023 | Amendment | $154,406,076 | -$52,627,923vs Mar 17, 2022 | 115 | SEC filing |
| Mar 17, 2022 | Amendment | $207,033,999 | -$41,607vs Feb 4, 2022 | 114 | SEC filing |
| Feb 4, 2022 | Amendment | $207,075,606 | $55,598,855vs Feb 5, 2021 | 114 | SEC filing |
| Feb 5, 2021 | Amendment | $151,476,751 | $38,451,345vs Feb 7, 2020 | 97 | SEC filing |
| Feb 7, 2020 | Amendment | $113,025,406 | $6,868,804vs Feb 7, 2019 | 83 | SEC filing |
| Feb 7, 2019 | Amendment | $106,156,602 | $3,985,437vs Feb 23, 2018 | 80 | SEC filing |
| Feb 23, 2018 | Amendment | $102,171,165 | $30,316,916vs Feb 23, 2017 | 68 | SEC filing |
| Feb 23, 2017 | Amendment | $71,854,249 | $11,414,531vs Feb 26, 2016 | 54 | SEC filing |
| Feb 26, 2016 | Amendment | $60,439,718 | -$5,894,395vs Mar 2, 2015 | 50 | SEC filing |
| Mar 2, 2015 | Amendment | $66,334,113 | $14,434,113vs Jan 16, 2014 | 60 | SEC filing |
| Mar 2, 2015 | Amendment | $66,334,113 | $0vs Mar 2, 2015 | 60 | SEC filing |
| Jan 16, 2014 | Initial | $51,900,000 | No comparison | 42 | 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
- 021-576861
The amount sold and the number of investors are based on the 12/31/2025 NAV as calculated by the fund's administrator.
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
SIMON QUICK GLOBAL EQUITIES FUND QP, LP
Investment adviser: SIMON QUICK ADVISORS, LLC
- Gross asset value
- $161M
- Beneficial owners
- 87
- ADV minimum commitment
- $1M
Reported in Form ADV on Jul 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MEISEL, TEUTER & LEWIS
PCAOB 3861
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Filing source
Form ADV 2122340 · Jul 28, 2026 · Schedule D 7.B.(1), fund 805-8897154587
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.
| Name | Reported role |
|---|---|
| Joseph A Belfatto | Director, Executive |
| Mark De Lotto | Director, Executive |
| Simon Quick Global Equities Management Qp, Llc | Executive |
| Stewart R Massey | Executive |
| Massey Quick Multi Manager Qp Equity Management, Llc | Director, Executive |
| Massey Quick & Co., Llc | Director, Executive |
| Leslie C Quick Iii | Director, Executive |
| Massey Quick Simon & Co., Llc | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Morristown, NJ, 07960