Form D · Private Equity Fund

PATIENT SQUARE EQUITY PARTNERS, LP

Menlo Park, CA · CIK 0001866057

Offering snapshot reported Jun 22, 2022 · SEC filing

Reported sold
$2.63B
Indefinite offering
Investors reported
75
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 23, 2021
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
Jun 22, 2022Amendment$2,625,008,073No comparison75SEC filing
Jun 22, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-403854
The general partner of the Issuer reserves the right to limit the offering amount of limited partner interests. The Total Amount Sold set forth above is aggregated between the Issuer and its related parallel fund.
Placement agent fees are to be paid based upon an established fee schedule. To the extent such fees are paid by the Issuer they are offset against the management fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
PJT PARTNERS LP171058
GOLDMAN SACHS & CO. LLC361

Source: Form D, filed Jun 22, 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

03. PATIENT SQUARE EQUITY PARTNERS, LP

Investment adviser: PATIENT SQUARE CAPITAL, LP

Gross asset value
$2.98B
Beneficial owners
112
ADV minimum commitment
$0

Reported in Form ADV on May 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator RSM US LLP CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP FORT WORTH, Texas, United States
Custodian BANK OF AMERICA, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Custodian SILICON VALLEY BANK A DIVISION OF FIRST CITIZENS BANK MENLO PARK, California, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

SILICON VALLEY BANK A DIVISION OF FIRST CITIZENS BANK
LEI 0K2D5AK28E3O5CC06E35

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 2101367 · May 26, 2026 · Schedule D 7.B.(1), fund 805-9500956420

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
Carolyn Drayer Greenwalt Executive, Promoter
Adam Fliss Executive, Promoter
James Momtazee Executive, Promoter
Maria Walker Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2884 Sand Hill Road, Suite 100
Menlo Park, CA, 94025