Form D · Hedge Fund

StocksPLUS, L.P.

Newport Beach, CA · CIK 0001459534

Offering snapshot reported Jun 1, 2026 · SEC filing

Reported sold: $5.5B
Investors reported: 242
Minimum accepted: $100K
First sale: Sep 29, 1987

Fundraising history

Reported sold

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$5,482,144,764 → $5,498,144,764

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 1, 2026	Amendment	$5,498,144,764	$16,000,000vs Dec 4, 2024	242	SEC filing
Dec 4, 2024	Amendment	$5,482,144,764	$33,000,000vs Sep 19, 2023	242	SEC filing
Sep 19, 2023	Amendment	$5,449,144,764	$171,020,000vs Dec 2, 2022	242	SEC filing
Dec 2, 2022	Amendment	$5,278,124,764	$81,000,000vs Jul 29, 2021	242	SEC filing
Jul 29, 2021	Amendment	$5,197,124,764	No comparison	Not reported	SEC filing
May 1, 2020	Amendment	$5,112,074,764	$367,729,805vs Dec 4, 2014	240	SEC filing
Dec 4, 2014	Amendment	$4,744,344,959	$0vs Apr 2, 2014	232	SEC filing
Nov 13, 2014	Amendment	$4,773,344,959	$29,000,000vs Apr 2, 2014	232	SEC filing
Apr 2, 2014	Amendment	$4,744,344,959	$58,950,027vs Mar 28, 2013	232	SEC filing
Mar 28, 2013	Amendment	$4,685,394,932	$39,077,062vs Mar 27, 2012	234	SEC filing
Mar 27, 2012	Amendment	$4,646,317,870	$12,250,000vs Mar 31, 2011	232	SEC filing
Mar 31, 2011	Amendment	$4,634,067,870	$131,875,870vs Apr 1, 2010	232	SEC filing
Apr 1, 2010	Amendment	$4,502,192,000	$128,901,000vs Apr 9, 2009	231	SEC filing
Apr 9, 2009	Amendment	$4,373,291,000	No comparison	Not reported	SEC filing
Apr 8, 2009	Initial	$35,000,000	No comparison	Not reported	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-130054

OFFERS AND SALES OF LIMITED PARTNERSHIP INTERESTS IN THE FUND WILL BE MADE BY AND THROUGH PIMCO INVESTMENTS LLC. HOWEVER, PIMCO INVESTMENTS LLC WILL NOT RECEIVE ANY SALES COMMISSIONS FOR ITS SERVICES.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
PIMCO INVESTMENTS LLC	154957

Source: Form D, filed Jun 1, 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

STOCKSPLUS SUB FUND B LLC

Investment adviser: PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Gross asset value: $987M
Beneficial owners: 9
ADV minimum commitment: $5M

Reported in Form ADV on Aug 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET BANK AND TRUST COMPANY KANSAS CITY, Missouri, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP KANSAS CITY, Missouri, United States

Custodian STATE STREET KANSAS CITY KANSAS CITY, Missouri, United States Related to adviser: No

Marketer PIMCO INVESTMENTS LLC NEW YORK, New York, United States Related to adviser: Yes

Prime broker MORGAN STANLEY & 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

PIMCO INVESTMENTS LLC
CRD 154957 · SEC 8-68686

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Filing source

Form ADV 2129216 · Aug 28, 2026 · Schedule D 7.B.(1), fund 805-5919698568

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
Name	Reported role
Mike Amey	Executive
Joshua M. Anderson	Executive
Tammie J. Arnold	Executive
Brian P. Baker	Executive
Andrew Thomas Balls	Executive
Jamil Baz	Executive
William R. Benz Ii	Executive
Vineer Bhansali	Executive
Ryan Patrick Blute	Executive
Philippe Bodereau	Executive
Andrew Bosomworth	Executive
David L. Braun	Executive
Jennifer S. Bridwell	Executive
Erik C. Brown	Executive
Erin Browne	Executive
Sabrina C. Callin	Executive
Elizabeth Davis Cantrill	Executive
Ricki Chan	Executive
Michael Anthony Cudzil	Executive
Wendy W. Cupps	Executive
Suhail H. Dada	Executive
Joshua M. Davis	Executive
Craig A. Dawson	Executive
William G. De Leon	Executive
Edward Devlin	Executive
Pramol Dhawan	Executive
Chris P. Dialynas	Executive
Jennifer E. Durham	Executive
Mohamed A. El Erian	Executive
Mohsen Fahmi	Executive
Patrick Feigley	Executive
Joachim Fels	Executive
David N. Fisher Iii	Executive
David Carl Flattum	Executive
Russell D. Gannaway	Executive
Michael A. Gomez	Executive
Nicolas Granger	Executive
William H. Gross	Director, Executive
Adam L. Gubner	Executive
Sachin Gupta	Executive
Gregory Weston Hall	Executive
John P. Hardaway	Executive
Brent Richard Harris	Executive
Arthur J. Hastings	Executive
Douglas M. Hodge	Executive
Brent L. Holden	Executive
Jonanthan Lane Horn	Executive
Jonanthan Lane Horne	Executive
Jonathan Lane Horne	Executive
Daniel Herbert Hyman	Executive
Daniel John Ivascyn	Executive
Lew W. Jacobs Iv	Executive
Andrew Richard Jessop	Executive
Nicholas J. Johnson	Executive
Steven L. Jones	Executive
Neel T. Kashkari	Executive
Alejandro Kersman	Executive
Mark Richard Kiesel	Executive
John Jeffrey Kirkowski	Executive
Kimberley Grace Korinke	Executive
Charles Matthew Lahr	Executive
Richard R. Le Brun	Executive
Richard R. Lebrun Jr.	Executive
Matthieu Louanges	Executive
David C. Lown	Executive
Virginie Maisonneuve	Executive
Jason William Mandinach	Executive
Dirk Maxmillian Manelski	Executive
Sudesh N. Mariappa	Executive
Rene Martel	Executive
Colleen Martin	Executive
Tomoya Masanao	Executive
Scott Alan Mather	Executive
Akinori Matsui	Executive
Ravinder Kumar Mattu	Executive
Ravi Mattu	Executive
Paul A. Mc Culley	Executive
Robert Mead	Executive
Julie Ann Meggers	Executive
Dean Schyler Meiling	Executive
Curtis A. Mewbourne	Executive
John M. Miller	Executive
Mohit Mittal	Executive
Eric J. Mogelof	Executive
James F. Moore	Executive
Alfred Taketo Murata	Executive
John William Murray	Executive
James F. Muzzy	Director
Roger O. Nieves	Executive
Arthur Y.D. Ong	Executive
Douglas J. Ongaro	Executive
Thomas J. Otterbein	Executive
N/A Pacific Investment Management Company Llc	Promoter
Lorenzo P. Pagani	Executive
Saumil H. Parikh	Executive
Sonali Shah Pier	Executive
William Frederick Podlich	Executive
Michael Puntoriero	Executive
Emanuele Ravano	Executive
Stephen A. Rodosky	Executive
Emmanuel Roman	Executive
Ernest L. Schmider	Executive
Jerome Michael Schneider	Executive
Marc Peter Seidner	Executive
Robin Christine Shanahan	Executive
Greg Elliot Sharenow	Executive
Jonathan D. Short	Executive
Adam Shukovsky	Executive
W. Scott Simon	Executive
Cathleen Meere Stahl	Executive
Jason Robert Steiner	Executive
N/A Stocks Plus Management Inc.	Promoter
Thibault Christian Stracke	Executive
Peter G. Strelow	Executive
John Joseph Studzinski	Executive
Sung Hee Suh	Executive
Donald W. Suskind	Executive
Eric Michael Sutherland	Executive
Joshua Theodore Thimons	Executive
Andrew Taylor Vaden	Executive
Trent W. Walker	Executive
Qi Wang	Executive
Jamie Weinstein	Executive
Candice Stack Whitten	Executive
Susan L. Wilson	Executive
Mihir P. Worah	Executive
Jing Yang	Executive
Robert O. Young	Executive
Nadia Zakir	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

650 Newport Center Drive
Newport Beach, CA, 92660