Form D · Private Equity Fund

Portfolio Advisors Private Equity Fund IX (Offshore), L.P.

Darien, CT · CIK 0001683818

Offering snapshot reported Oct 12, 2018 · SEC filing

Reported sold
$467M
Offering amount: $467M
Investors reported
40
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 1, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$233M$467MSep 13, 2016: $20,000,000.00Sep 13, 2016Aug 18, 2017: $154,214,500.00Aug 18, 2017Aug 15, 2018: $461,746,746.00Oct 12, 2018: $466,760,500.00Oct 12, 2018

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$461,746,746 → $466,760,500
  • Reported investors39 → 40
  • Minimum accepted$100,000 → $0

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 12, 2018Amendment$466,760,500$5,013,754vs Aug 15, 201840SEC filing
Aug 15, 2018Amendment$461,746,746$307,532,246vs Aug 18, 201739SEC filing
Aug 18, 2017Amendment$154,214,500$134,214,500vs Sep 13, 201619SEC filing
Sep 13, 2016Initial$20,000,000No comparison7SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$176K
Finders' fees
$0
Form D file number
021-270547

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Greenstone Group FZCNone
EBW Capital LimitedNone

Source: Form D, filed Oct 12, 2018. 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

PORTFOLIO ADVISORS PRIVATE EQUITY FUND IX (OFFSHORE), L.P.

Investment adviser: PORTFOLIO ADVISORS LLC

Gross asset value
$536M
Beneficial owners
39
ADV minimum commitment
$5M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator AD CARTA, LLC DARIEN, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON LLP NEW YORK, New York, United States
Custodian ALEX BROWN A DIVISION OF RAYMOND JAMES BALTIMORE, Maryland, United States Related to adviser: No
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No
Custodian MERRILL LYNCH SAN FRANCISCO, 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

GRANT THORNTON LLP
PCAOB 248

Filing source

Form ADV 2070706 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-6782477637

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
William J. Indelicato Executive
Papef Ix Gp, Llc Promoter
Portfolio Advisors, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Portfolio Advisors, Llc 9 Old King Highway South
Darien, CT, 06820