Form D · Hedge Fund

Situational Awareness Partners LP

San Francisco, CA · CIK 0002038540

Offering snapshot reported Sep 14, 2026 · SEC filing

Reported sold
$4.35B
Indefinite offering
Investors reported
135
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Nov 1, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.17B$4.35BSep 8, 2025: $997,910,000.00Sep 8, 2025Dec 29, 2025: $1,025,510,000.00Dec 29, 2025Mar 10, 2026: $1,762,326,027.00Mar 10, 2026Sep 14, 2026: $4,346,004,027.00Sep 14, 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$1,762,326,027 → $4,346,004,027
  • Reported investors93 → 135

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 14, 2026Amendment$4,346,004,027$2,583,678,000vs Mar 10, 2026135SEC filing
Mar 10, 2026Amendment$1,762,326,027$736,816,027vs Dec 29, 202593SEC filing
Dec 29, 2025Amendment$1,025,510,000$27,600,000vs Sep 8, 202566SEC filing
Sep 8, 2025Amendment$997,910,000No comparisonNot reportedSEC filing
Sep 23, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-524720
Limited Partner Interests

Source: Form D, filed Sep 14, 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

SITUATIONAL AWARENESS PARTNERS LP

Investment adviser: SITUATIONAL AWARENESS LP

Gross asset value
$9.28B
Beneficial owners
81
ADV minimum commitment
$5M

Reported in Form ADV on Jun 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STONE COAST FUND SERVICES LLC PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP WALNUT CREEK, California, United States
Custodian BOFA SECURITIES PRIME, INC. NEW YORK, New York, United States Related to adviser: No
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian CITIZENS FINANCIAL GROUP, INC. PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker BOFA SECURITIES PRIME, INC. NEW YORK, New York, United States
Prime broker CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Prime broker J.P. MORGAN SECURITIES 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
No

KPMG LLP
PCAOB 185

BOFA SECURITIES PRIME, INC.
SEC 8-70788

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN SECURITIES LLC
SEC 8-35008

BOFA SECURITIES PRIME, INC.
CRD 316331 · SEC 8-70788

CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 8-8177

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

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Filing source

Form ADV 2112684 · Jun 11, 2026 · Schedule D 7.B.(1), fund 805-7029690937

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
Leopold Aschenbrenner Executive
Zellner Chris Executive
Patrick De Graca Executive
Nicholas Gross Whitaker Executive
Saf Ai Gp Llc Executive
Saf Ai Gp Lp Executive
Kimberly Summe Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
77 Federal Street, Floor 4
San Francisco, CA, 94107