Form D · Other Investment Fund
SIMON QUICK GLOBAL EQUITIES FUND, LP
Morristown, NJ · CIK 0001523099
Offering snapshot reported Mar 18, 2026 · SEC filing
- Reported sold
- $36.6M Indefinite offering
- Investors reported
- 37 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Feb 1, 2011 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 18, 2026 | Initial | $36,640,937 | No comparison | 37 | SEC filing |
| Mar 19, 2025 | Initial | $39,396,967 | No comparison | 40 | SEC filing |
| Mar 18, 2024 | Amendment | $37,668,456 | -$7,424,521vs Mar 17, 2023 | 44 | SEC filing |
| Mar 17, 2023 | Amendment | $45,092,977 | -$13,892,019vs Mar 17, 2022 | 50 | SEC filing |
| Mar 17, 2022 | Amendment | $58,984,996 | -$28,067vs Feb 4, 2022 | 50 | SEC filing |
| Feb 4, 2022 | Amendment | $59,013,063 | $15,117,607vs Feb 5, 2021 | 50 | SEC filing |
| Feb 5, 2021 | Amendment | $43,895,456 | -$1,950,970vs Feb 7, 2020 | 38 | SEC filing |
| Feb 7, 2020 | Amendment | $45,846,426 | $2,235,379vs Feb 7, 2019 | 42 | SEC filing |
| Feb 7, 2019 | Amendment | $43,611,047 | -$10,016,747vs Feb 23, 2018 | 41 | SEC filing |
| Feb 23, 2018 | Amendment | $53,627,794 | -$10,126,850vs Feb 23, 2017 | 40 | SEC filing |
| Feb 23, 2017 | Amendment | $63,754,644 | -$1,415,712vs Feb 26, 2016 | 38 | SEC filing |
| Feb 26, 2016 | Amendment | $65,170,356 | $11,221,727vs Mar 2, 2015 | 43 | SEC filing |
| Mar 2, 2015 | Amendment | $53,948,629 | $7,372,983vs Feb 20, 2014 | 44 | SEC filing |
| Feb 20, 2014 | Amendment | $46,575,646 | -$13,099,554vs Jun 22, 2011 | 44 | SEC filing |
| Jun 22, 2011 | Initial | $59,675,200 | No comparison | 60 | SEC 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
- 021-576864
The amount sold and the number of investors are based on the 12/31/2025 NAV as calculated by the fund's administrator.
Source: Form D, filed Mar 18, 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
SIMON QUICK GLOBAL EQUITIES FUND, LP
Investment adviser: SIMON QUICK ADVISORS, LLC
- Gross asset value
- $39.4M
- Beneficial owners
- 37
- ADV minimum commitment
- $1M
Reported in Form ADV on Jul 28, 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
- No
MEISEL, TEUTER & LEWIS
PCAOB 3861
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Filing source
Form ADV 2122340 · Jul 28, 2026 · Schedule D 7.B.(1), fund 805-6710750719
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 A Belfatto | Director, Executive |
| Mark De Lotto | Director, Executive |
| Simon Quick Global Equities Management, Llc | Director |
| Stewart R. Massey | Executive |
| Massey Quick Multi Manager Equity Fund, Llc | Director, Executive |
| Massey Quick Multi Manager Equity Management, Llc | Director, Executive |
| Leslie C Quick Iii | Director, Executive |
| Massey Quick Simon & Co., Llc | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Morristown, NJ, 07960