Form D · Private Equity Fund

Partners Capital Secondaries SMA 2020, LP

Boston, MA · CIK 0001817658

Offering snapshot reported Jun 10, 2022 · SEC filing

Reported sold
$8M
Offering amount: $8M
Investors reported
3
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jul 1, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4M$8MJun 11, 2021: $8,000,000.00Jun 11, 2021Jun 10, 2022: $8,000,000.00Jun 10, 2022

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 10, 2022Amendment$8,000,000$0vs Jun 11, 20213SEC filing
Jun 11, 2021Amendment$8,000,000No comparisonNot reportedSEC filing
Jul 14, 2020Initial$8,000,000No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-370995

Source: Form D, filed Jun 10, 2022. 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 SECONDARIES SMA 2020, LP

Investment adviser: PARTNERS CAPITAL INVESTMENT GROUP, LLP

Gross asset value
$271M
Beneficial owners
28
ADV minimum commitment
$250K

Reported in Form ADV on Aug 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND SERVICES (INDIANA) INC. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE AND TOUCHE LLP BOSTON, Massachusetts, United States
Custodian CHARLES SCHWAB & CO., INC. ORLANDO, Florida, United States Related to adviser: No
Custodian JP MORGAN NEW YORK, New York, United States Related to adviser: No
Custodian M&T BANK NEW YORK, New York, 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 AND TOUCHE LLP
PCAOB 34

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2125769 · Aug 13, 2026 · Schedule D 7.B.(1), fund 805-1439853221

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
John Collis Executive
Paul A. Dimitruk Executive
Euan Finlay Executive
William W. Fox Executive
William Jagger Executive
Toby Joll Executive
Clinton Liebenberg Executive
Stan B. Miranda Executive
Stanley B. Miranda Executive
Kamran Moghadam Executive
Colin Pan 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