Form D · Other Investment Fund
PARTNER INVESTMENTS L P
San Francisco, CA · CIK 0001343211
Offering snapshot reported Oct 13, 2026 · SEC filing
- Reported sold
- $174M Indefinite offering
- Investors reported
- 107 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 1, 2005 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 |
|---|---|---|---|---|---|
| Oct 13, 2026 | Amendment | $174,013,628 | No comparison | 107 | SEC filing |
| Aug 29, 2024 | Amendment | $172,688,707 | $15,631vs Aug 8, 2023 | 102 | SEC filing |
| Aug 8, 2023 | Amendment | $172,673,076 | $2,619,771vs Jul 22, 2022 | 101 | SEC filing |
| Jul 22, 2022 | Amendment | $170,053,305 | $653,922vs Jul 22, 2021 | 70 | SEC filing |
| Jul 22, 2021 | Amendment | $169,399,383 | No comparison | Not reported | SEC filing |
| May 21, 2020 | Amendment | $126,235,730 | $3,523,153vs May 2, 2019 | 59 | SEC filing |
| May 2, 2019 | Amendment | $122,712,577 | $33,754,998vs May 4, 2018 | 54 | SEC filing |
| May 4, 2018 | Amendment | $88,957,579 | $11,044,694vs May 5, 2017 | 40 | SEC filing |
| May 5, 2017 | Amendment | $77,912,885 | $15,483,063vs Mar 22, 2016 | 33 | SEC filing |
| Mar 22, 2016 | Amendment | $62,429,822 | $100,000vs Apr 3, 2015 | 29 | SEC filing |
| Apr 3, 2015 | Amendment | $62,329,822 | $55,999,507vs Feb 5, 2014 | 28 | SEC filing |
| Feb 5, 2014 | Amendment | $6,330,315 | $5,580,315vs Apr 25, 2011 | 6 | SEC filing |
| Apr 25, 2011 | Amendment | $750,000 | No comparison | 6 | SEC filing |
| Oct 31, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-82733
Source: Form D, filed Oct 13, 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
PARTNER INVESTMENTS, L.P.
Investment adviser: PFM HEALTH SCIENCES, LP
- Gross asset value
- $11.9M
- Beneficial owners
- 67
- ADV minimum commitment
- $10K
Reported in Form ADV on Mar 31, 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
KPMG LLP
PCAOB 185
GOLDMAN SACHS & CO. LLC
SEC 8-129
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Filing source
Form ADV 2067094 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6182892162
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 |
|---|---|
| Jonathan Aljoe | Executive |
| Yuan Dubord | Executive |
| Yuan Du Bord | Executive, Promoter |
| Linda E. Fitzgerald | Executive, Promoter |
| William Goodell | Executive |
| Brian Grossman | Executive |
| Christopher James | Executive |
| Eric T. Moore | Executive, Promoter |
| N/A Partner Asset Management, Llc | Promoter |
| N/A Partner Fund Management, Llc | Executive, Promoter |
| N/A Partner Investment Management, L.P. | Promoter |
| N/A Pfm Health Sciences, Lp | Promoter |
| Darin Sadow | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Francisco, CA, 94111