Form D · Private Equity Fund

STERLING GROUP FOUNDATION FUND (PARALLEL), L.P.

Houston, TX · CIK 0001911676

Offering snapshot reported Apr 18, 2023 · SEC filing

Reported sold
$637M
Indefinite offering
Investors reported
15
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 8, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 15

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 18, 2023Amendment$636,600,000No comparison15SEC filing
Mar 30, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-439715
Total Amount Sold is aggregated with the issuer's related parallel fund and executive fund and include amounts sold to the Issuer's general partner.

Source: Form D, filed Apr 18, 2023. 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

STERLING GROUP FOUNDATION FUND (PARALLEL), L.P.

Investment adviser: THE STERLING GROUP, L.P.

Gross asset value
$169M
Beneficial owners
15
ADV minimum commitment
$5M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2081743 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9313488982

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
Lucas Cutler Executive, Promoter
Gregory Elliott Executive, Promoter
Brian Henry Executive, Promoter
Scott Maclaren Executive, Promoter
Bradley Staller Executive, Promoter
Kent Wallace Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Nine Greenway Plaza, Suite 2400
Houston, TX, 77046