Form D · Other Investment Fund
SAI Institutional Legacy LP
Boston, MA · CIK 0001721839
Offering snapshot reported Jun 26, 2026 · SEC filing
- Reported sold
- $364M Indefinite offering
- Investors reported
- 55 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 31, 2017 As reported in this filing
Fundraising history
Reported soldDates 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$188,434,050 → $363,710,954
- Reported investors24 → 55
- Minimum accepted$500,000 → $0
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 26, 2026 | Amendment | $363,710,954 | $175,276,904vs Jun 27, 2025 | 55 | SEC filing |
| Jun 27, 2025 | Amendment | $188,434,050 | $58,460,728vs Jun 28, 2024 | 24 | SEC filing |
| Jun 28, 2024 | Amendment | $129,973,322 | $13,225,429vs Jun 30, 2023 | 11 | SEC filing |
| Jun 30, 2023 | Amendment | $116,747,893 | $95,346,289vs Jul 1, 2022 | 8 | SEC filing |
| Jul 1, 2022 | Amendment | $21,401,604 | -$40,595,110vs Jul 21, 2021 | 4 | SEC filing |
| Jul 21, 2021 | Amendment | $61,996,714 | No comparison | Not reported | SEC filing |
| Jul 31, 2020 | Amendment | $93,168,691 | $2,855,301vs Jul 11, 2019 | 5 | SEC filing |
| Jul 11, 2019 | Amendment | $90,313,390 | $2,845,177vs May 29, 2019 | 4 | SEC filing |
| May 29, 2019 | Amendment | $87,468,213 | $18,892,567vs Jul 23, 2018 | 3 | SEC filing |
| Jul 23, 2018 | Amendment | $68,575,646 | $37,496,326vs Nov 7, 2017 | 3 | SEC filing |
| Nov 7, 2017 | Initial | $31,079,320 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-298200
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Fidelity Distributors Company LLC | 17507 | |
| Fidelity Brokerage Services LLC | 7784 |
Source: Form D, filed Jun 26, 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
SAI INSTITUTIONAL LEGACY LP
Investment adviser: FIDELITY DIVERSIFYING SOLUTIONS LLC
- Gross asset value
- $187M
- Beneficial owners
- 35
- ADV minimum commitment
- $5M
Reported in Form ADV on Aug 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
STATE STREET BANK & TRUST COMPANY
LEI 571474TGEMMWANRLN572
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
FIDELITY DISTRIBUTORS COMPANY LLC
CRD 17507 · SEC 8-35097
Filing source
Form ADV 2126079 · Aug 20, 2026 · Schedule D 7.B.(1), fund 805-4782178549
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.
| Name | Reported role |
|---|---|
| Joseph Benedetti | Executive |
| Casey Condron | Executive |
| Laura Del Prato | Director, Executive |
| N/A Fiam Institutional Funds Manager, Llc | Executive, Promoter |
| Risteard Hogan | Director, Executive |
| William Irving | Executive |
| Judy Marlinski | Executive |
| Thomas Vercillo | Executive |
| Vadim Zlotnikov | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02210