Form D · Hedge Fund

Partners Capital ESG Co-Invest Equities Fund LP

Boston, MA · CIK 0001817644

Offering snapshot reported Jan 12, 2023 · SEC filing

Reported sold
$46.4M
Indefinite offering
Investors reported
9
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Oct 1, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$23.2M$46.4MOct 14, 2020: $10,000,000.00Oct 14, 2020Jan 14, 2021: $14,500,000.00May 17, 2021: $17,250,000.00Oct 14, 2021: $28,450,000.00Nov 10, 2021: $37,650,000.00Jan 14, 2022: $46,000,000.00Jan 12, 2023: $46,350,000.00Jan 12, 2023

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$46,000,000 → $46,350,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 12, 2023Amendment$46,350,000$350,000vs Jan 14, 20229SEC filing
Jan 14, 2022Amendment$46,000,000$8,350,000vs Nov 10, 20219SEC filing
Nov 10, 2021Amendment$37,650,000$9,200,000vs Oct 14, 20218SEC filing
Oct 14, 2021Amendment$28,450,000$11,200,000vs May 17, 20216SEC filing
May 17, 2021Amendment$17,250,000$2,750,000vs Jan 14, 20214SEC filing
Jan 14, 2021Amendment$14,500,000$4,500,000vs Oct 14, 20203SEC filing
Oct 14, 2020Initial$10,000,000No comparison1SEC 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
021-377816

Source: Form D, filed Jan 12, 2023. 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

PARTNERS CAPITAL ESG CO-INVEST EQUITIES FUND, L.P.

Investment adviser: PARTNERS CAPITAL INVESTMENT GROUP, LLP

Gross asset value
$0
Beneficial owners
14
ADV minimum commitment
$500K

Reported in Form ADV on Aug 27, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C. BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE BOSTON, Massachusetts, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE
PCAOB 100

Filing source

Form ADV 1893565 · Aug 27, 2024 · Schedule D 7.B.(1), fund 805-9883066608

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
Alexander Band Executive
Emma Bewley Executive
John Collis Executive
Richard De Martini Executive
Paul A. Dimitruk Executive
Euan Finlay Executive
William Fox Executive
Lawrence Guffey Executive
David Henle Executive
Rosalind Hewsenian Executive
William Jagger Executive
Toby Joll Executive
Clinton Liebenberg Executive
Stanley B. Miranda Executive
Kamran Moghadam Executive
Sud Murugesu Executive
N/A Partners Capital Esg Co Invest Equities Fund Gp, Llc Executive
N/A Partners Capital Investment Group, Llp Executive
Arjun Raghavan Executive
Richard Scarinci Executive
Tobias Seth Executive
David Shushan Executive
Adam Spence Executive
Suzanne Streeter Executive
Elizabeth Trotta Executive
Adam Watson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
600 Atlantic Avenue 30 Th Floor
Boston, MA, 02210