Form D · Other Investment Fund
Overstone Fund Plc.
Dublin 2, L2 · CIK 0001341344
Offering snapshot reported Nov 24, 2025 · SEC filing
- Reported sold
- $501M Indefinite offering
- Investors reported
- 26 Form D · investor count
- Minimum accepted
- $112K Reported outside-investor minimum
- First sale
- Jan 2, 2008 As reported in this filing
Fundraising history
Reported soldDates 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 24, 2025 | Amendment | $500,747,910 | $0vs Nov 22, 2024 | 26 | SEC filing |
| Nov 22, 2024 | Amendment | $500,747,910 | $0vs Nov 22, 2023 | 26 | SEC filing |
| Nov 22, 2023 | Amendment | $500,747,910 | $0vs Nov 23, 2022 | 26 | SEC filing |
| Nov 23, 2022 | Amendment | $500,747,910 | $0vs Nov 23, 2021 | 26 | SEC filing |
| Nov 23, 2021 | Amendment | $500,747,910 | $0vs Nov 23, 2020 | 26 | SEC filing |
| Nov 23, 2020 | Amendment | $500,747,910 | $450,000vs Nov 21, 2019 | 26 | SEC filing |
| Nov 21, 2019 | Amendment | $500,297,910 | $7,395,648vs Nov 21, 2018 | 26 | SEC filing |
| Nov 21, 2018 | Amendment | $492,902,262 | $33,000,000vs Nov 21, 2017 | 26 | SEC filing |
| Nov 21, 2017 | Amendment | $459,902,262 | $6,999,999vs Nov 21, 2016 | 25 | SEC filing |
| Nov 21, 2016 | Amendment | $452,902,263 | $21,500,001vs Nov 20, 2015 | 25 | SEC filing |
| Nov 20, 2015 | Amendment | $431,402,262 | $107,310,011vs Nov 20, 2014 | 25 | SEC filing |
| Nov 20, 2014 | Amendment | $324,092,251 | $24,199,999vs Nov 18, 2013 | 23 | SEC filing |
| Nov 18, 2013 | Amendment | $299,892,252 | $28,985,000vs Nov 15, 2012 | 23 | SEC filing |
| Nov 15, 2012 | Amendment | $270,907,252 | $101,976,511vs Nov 15, 2011 | 22 | SEC filing |
| Nov 15, 2011 | Amendment | $168,930,741 | $10,517,000vs Nov 15, 2010 | 13 | SEC filing |
| Nov 15, 2010 | Amendment | $158,413,741 | No comparison | 9 | SEC filing |
| Oct 11, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-82039
Source: Form D, filed Nov 24, 2025. 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
OVERSTONE GLOBAL EQUITY FUND
Investment adviser: OLDFIELD PARTNERS LLP
- Gross asset value
- $51.7M
- Beneficial owners
- 26
- ADV minimum commitment
- $115K
Reported in Form ADV on Jun 29, 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
GRANT THORNTON
PCAOB 1402
Filing source
Form ADV 2113846 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-1137820396
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 |
|---|---|
| Killian Buckley | Director |
| Jack Carney | Director |
| James Carter | Director |
| Claire Cawley | Director |
| Christopher Driver | Director |
| Jeremy Svejdar | Director |
| Adrian Waters | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dublin 2, L2, 00000