Form D · Hedge Fund
Palo Alto PE Fund, L.P.
Palo Alto, CA · CIK 0001646459
Offering snapshot reported Feb 25, 2026 · SEC filing
- Reported sold
- $1M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Sep 1, 2015 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 |
|---|---|---|---|---|---|
| Feb 25, 2026 | Amendment | $1,000,000 | $0vs Apr 17, 2025 | 2 | SEC filing |
| Apr 17, 2025 | Amendment | $1,000,000 | $0vs Feb 27, 2025 | 2 | SEC filing |
| Feb 27, 2025 | Amendment | $1,000,000 | $0vs Mar 6, 2023 | 2 | SEC filing |
| Mar 1, 2024 | Amendment | $1,000,000 | $0vs Mar 6, 2023 | 2 | SEC filing |
| Mar 6, 2023 | Amendment | $1,000,000 | $0vs Mar 24, 2022 | 2 | SEC filing |
| Mar 24, 2022 | Amendment | $1,000,000 | $0vs Mar 26, 2021 | 2 | SEC filing |
| Mar 26, 2021 | Amendment | $1,000,000 | $0vs Mar 31, 2020 | 2 | SEC filing |
| Mar 31, 2020 | Amendment | $1,000,000 | No comparison | 2 | SEC filing |
| Apr 2, 2019 | Amendment | Yet to sell | No comparison | 2 | SEC filing |
| Apr 2, 2018 | Amendment | Yet to sell | No comparison | 2 | SEC filing |
| Jun 22, 2017 | Amendment | Yet to sell | No comparison | 2 | SEC filing |
| Jun 24, 2016 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jun 26, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-242584
Limited Partner Interests
Source: Form D, filed Feb 25, 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
PALO ALTO PE FUND, L.P.
Investment adviser: PALO ALTO INVESTORS LP
- Gross asset value
- $3M
- Beneficial owners
- 2
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
MORGAN STANLEY & CO. LLC
SEC 8-15869
NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
LEI 6PTKHDJ8HDUF78PFWH30
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
PERSHING LLC
CRD 7560 · SEC 8-17574
Filing source
Form ADV 2057526 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-2262473693
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 |
|---|---|
| Patrick Y. Lee | Executive |
| N/A Pai Llc | Executive |
| N/A Palo Alto Investors, Llc | Executive |
| Anthony Joonkyoo Yun | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Palo Alto, CA, 94301