Form D · Other Investment Fund

Partners Capital Secondaries SMA 2022, L.P.

Boston, MA · CIK 0001924149

Offering snapshot reported May 4, 2022 · SEC filing

Reported sold
$11.2M
Offering amount: $11.2M
Investors reported
11
Form D · investor count
Minimum accepted
$400K
Reported outside-investor minimum
First sale
Mar 30, 2022
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 4, 2022Initial$11,150,000No comparison11SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-444378

Source: Form D, filed May 4, 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 2022, LP

Investment adviser: PARTNERS CAPITAL INVESTMENT GROUP, LLP

Gross asset value
$208M
Beneficial owners
48
ADV minimum commitment
$100K

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 SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, 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 805-7354867510

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
Stanley B. Miranda Executive
Kamran Moghadam Executive
N/A Partners Capital Investment Group, Llp Executive
N/A Partners Capital Secondaries Gp 2022, Llc 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:
Partners Capital Investment Group, Llp 600 Atlantic Avenue, 30 Th Floor
Boston, MA, 02210