Form D · Hedge Fund

O'Connor Global Merger Arbitrage LLC

New York, NY · CIK 0001643062

Offering snapshot reported May 28, 2026 · SEC filing

Reported sold
$1.69B
Indefinite offering
Investors reported
2,776
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
May 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$847M$1.69BMay 26, 2015: $550,000.00May 26, 2015Jul 15, 2015: $2,800,000.00Jul 15, 2016: $5,205,000.00Jul 17, 2017: $99,386,944.00Jul 17, 2018: $565,749,436.00Mar 1, 2019: $638,404,833.00Feb 28, 2020: $905,897,689.00Mar 1, 2021: $1,172,608,864.00Mar 1, 2022: $1,541,207,524.00Mar 7, 2023: $1,601,535,826.00Mar 1, 2024: $1,655,611,340.00Jul 2, 2024: $1,663,617,340.00Jul 2, 2025: $1,685,747,340.00May 28, 2026: $1,694,077,340.00May 28, 2026

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$1,685,747,340 → $1,694,077,340
  • Reported investors2,764 → 2,776

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 28, 2026Amendment$1,694,077,340$8,330,000vs Jul 2, 20252,776SEC filing
Jul 2, 2025Amendment$1,685,747,340$22,130,000vs Jul 2, 20242,764SEC filing
Jul 2, 2024Amendment$1,663,617,340$8,006,000vs Mar 1, 20242,713SEC filing
Mar 1, 2024Amendment$1,655,611,340$54,075,514vs Mar 7, 20232,706SEC filing
Mar 7, 2023Amendment$1,601,535,826$60,328,302vs Mar 1, 20222,664SEC filing
Mar 1, 2022Amendment$1,541,207,524$368,598,660vs Mar 1, 20212,535SEC filing
Mar 1, 2021Amendment$1,172,608,864$266,711,175vs Feb 28, 20201,959SEC filing
Feb 28, 2020Amendment$905,897,689$267,492,856vs Mar 1, 20191,520SEC filing
Mar 1, 2019Amendment$638,404,833$72,655,397vs Jul 17, 20181,007SEC filing
Jul 17, 2018Amendment$565,749,436$466,362,492vs Jul 17, 2017868SEC filing
Jul 17, 2017Amendment$99,386,944$94,181,944vs Jul 15, 2016210SEC filing
Jul 15, 2016Amendment$5,205,000$2,405,000vs Jul 15, 201517SEC filing
Jul 15, 2015Amendment$2,800,000$2,250,000vs May 26, 201511SEC filing
May 26, 2015Initial$550,000No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$56.1M (estimated)
Finders' fees
$0
Form D file number
021-240519
Includes only securities sold to U.S. investors by the Issuer in reliance on Regulation D (e.g., excludes securities sold to non-U.S. investors in reliance on Regulation S).

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
UBS Financial Services Inc.8174
UBS Asset Management (US) Inc.583
Cantor Fitzgerald & Co.134

Source: Form D, filed May 28, 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

O'CONNOR GLOBAL MERGER ARBITRAGE LLC

Investment adviser: O'CONNOR ALTERNATIVE INVESTMENTS, LLC

Gross asset value
Not reported
Beneficial owners
Not reported
ADV minimum commitment
Not reported

Reported in Form ADV on May 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
Not reported
Prime brokers
Not reported
Custodians
Not reported
Administrator other than the adviser
Not reported
External marketing
Not reported
Filing source

Form ADV 2106744 · May 19, 2026 · Schedule D 7.B.(1), fund 805-9177410654

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
Connor Burke Executive
N/A Cantor Fitzgerald, L.P. Executive
Leanne Golding Director
George Halaby Director
N/A O'connor Alternative Investments, Llc Executive
Cassandra Powell Director
Darren Stainrod Director
Jennifer Thomson Director
N/A Ubs Asset Management (Americas) Llc Executive
N/A Ubs O'connor, A Distinct Business Unit Of Ubs Asset Management (Americas) Llcllc Executive
N/A Ubs O'connor Llc Executive
William E.J. Walmsley Director
Joseph C. Workman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
110 East 59th Street
New York, NY, 10022