Form D · Hedge Fund

Portolan Co-Investment Fund, LP

Boston, MA · CIK 0002046445

Offering snapshot reported Dec 4, 2025 · SEC filing

Reported sold: $39.8M
Investors reported: 12
Minimum accepted: $5M
First sale: Jan 1, 2025

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 12

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 4, 2025	Amendment	$39,750,000	No comparison	12	SEC filing
Dec 4, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-531099

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Crestwave Capital Partners, LLC	332709

Source: Form D, filed Dec 4, 2025. 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

PORTOLAN CO-INVESTMENT FUND, LP

Investment adviser: PORTOLAN CAPITAL MANAGEMENT, LLC

Gross asset value: $46.2M
Beneficial owners: 12
ADV minimum commitment: $5M

Reported in Form ADV on Apr 15, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Marketer CRESTWAVE CAPITAL PARTNERS LLC PALM BEACH, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

CRESTWAVE CAPITAL PARTNERS LLC
CRD 332709 · SEC 8-71269

Filing source

Form ADV 2094573 · Apr 15, 2026 · Schedule D 7.B.(1), fund 805-8902838119

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
Name	Reported role
Betsy Flaherty	Executive
George Mc Cabe	Executive
Christopher Nardone	Executive
N/A Portolan Capital Management, Llc	Executive
N/A Portolan Investments, Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Two International Place, Suite 2630
Boston, MA, 02110