Form D · Hedge Fund

Portolan Equity Fund, LP

Boston, MA · CIK 0001547097

Offering snapshot reported Apr 6, 2026 · SEC filing

Reported sold
$450M
Indefinite offering
Investors reported
100
Form D · investor count
Minimum accepted
$286K
Reported outside-investor minimum
First sale
Apr 1, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$225M$450MApr 11, 2012: $47,398,155.00Apr 11, 2012Mar 14, 2013: $129,962,883.00Jan 15, 2014: $135,405,434.00Mar 13, 2015: $160,655,434.00Mar 31, 2016: $325,298,955.00Mar 31, 2017: $325,298,955.00Apr 2, 2018: $315,707,947.00Apr 2, 2019: $366,176,133.00Apr 2, 2020: $383,796,113.00Apr 2, 2021: $390,346,113.00Apr 4, 2022: $413,346,113.00Apr 4, 2023: $413,346,113.00Apr 4, 2024: $413,346,113.00Apr 4, 2025: $448,195,861.00Apr 6, 2026: $450,265,861.00Apr 6, 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 sold$448,195,861 → $450,265,861
  • Reported investors97 → 100

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 6, 2026Amendment$450,265,861$2,070,000vs Apr 4, 2025100SEC filing
Apr 4, 2025Amendment$448,195,861$34,849,748vs Apr 4, 202497SEC filing
Apr 4, 2024Amendment$413,346,113$0vs Apr 4, 202392SEC filing
Apr 4, 2023Amendment$413,346,113$0vs Apr 4, 202292SEC filing
Apr 4, 2022Amendment$413,346,113$23,000,000vs Apr 2, 202192SEC filing
Apr 2, 2021Amendment$390,346,113$6,550,000vs Apr 2, 202090SEC filing
Apr 2, 2020Amendment$383,796,113$17,619,980vs Apr 2, 201990SEC filing
Apr 2, 2019Amendment$366,176,133$50,468,186vs Apr 2, 201884SEC filing
Apr 2, 2018Amendment$315,707,947-$9,591,008vs Mar 31, 201780SEC filing
Mar 31, 2017Amendment$325,298,955$0vs Mar 31, 201660SEC filing
Mar 31, 2016Amendment$325,298,955$164,643,521vs Mar 13, 201560SEC filing
Mar 13, 2015Amendment$160,655,434$25,250,000vs Jan 15, 201450SEC filing
Jan 15, 2014Amendment$135,405,434$5,442,551vs Mar 14, 201345SEC filing
Mar 14, 2013Amendment$129,962,883$82,564,728vs Apr 11, 201242SEC filing
Apr 11, 2012Initial$47,398,155No comparison16SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$18.8K (estimated)
Finders' fees
$0
Form D file number
021-176515

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CrestWave Capital Partners LLC332709

Source: Form D, filed Apr 6, 2026. 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 EQUITY FUND, LP

Investment adviser: PORTOLAN CAPITAL MANAGEMENT, LLC

Gross asset value
$202M
Beneficial owners
34
ADV minimum commitment
$2M

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 INTERNATIONAL FUND SERVICES BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Marketer CRESTWAVE CAPITAL PARTNERS LLC PALM BEACH, Florida, United States Related to adviser: No
Prime broker GOLDMAN SACHS & CO. 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
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

GOLDMAN SACHS & CO. LLC
SEC 8-129

CRESTWAVE CAPITAL PARTNERS LLC
CRD 332709 · SEC 8-71269

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Filing source

Form ADV 2094573 · Apr 15, 2026 · Schedule D 7.B.(1), fund 805-4147784955

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
Betsy Flaherty Executive
George Mc Cabe Executive
Christopher Nardone Executive
N/A Portolan Capital Management, Llc Executive
Promoter Portolan Capital Management, Llc Promoter
Investment Manager Portolan Capital Management, Llc Promoter
General Partner Portolan Investments, Llc Promoter
N/A Portolan Investments, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Two International Place, Suite 2630
Boston, MA, 02110