Form D · Hedge Fund

PORTAGE PARTNERS GROUP, LP

San Mateo, CA · CIK 0002002432

Offering snapshot reported Feb 24, 2026 · SEC filing

Reported sold
$3.75M
Indefinite offering
Investors reported
10
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 4, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.88M$3.75MNov 30, 2023Feb 20, 2025: $3,575,000.00Feb 20, 2025Feb 24, 2026: $3,750,000.00Feb 24, 2026

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 investors0 → 10

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 24, 2026Amendment$3,750,000No comparison10SEC filing
Feb 20, 2025Amendment$3,575,000No comparison9SEC filing
Nov 30, 2023InitialYet to sellNo comparison0SEC 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
021-498410

Source: Form D, filed Feb 24, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Kip Johann Berkel Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
469 Fairfax Avenue
San Mateo, CA, 94402