Form D · Private Equity Fund

Strategic Partners IX L.P.

New York, NY · CIK 0001882629

Offering snapshot reported Nov 2, 2022 · SEC filing

Reported sold
$17B
Indefinite offering
Investors reported
294
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 7, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 294

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 2, 2022Amendment$17,012,883,040No comparison294SEC filing
Oct 6, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$59.1M (estimated)
Finders' fees
$0
Form D file number
021-415827
Total amount sold includes total Limited Partner and General Partner commitments to the Issuer as well as sales of interests in its feeder fund.
Sales Commissions include sales commissions relating to Strategic Partners IX L.P. and Strategic Partners Offshore IX L.P.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Compass Group Global Advisors S.A.None
Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Merrill Lynch, Pierce, Fenner & Smith Incorporated · CRD 7691
Morgan Stanley Smith Barney LLC149777Morgan Stanley Smith Barney LLC · CRD 149777
UBS Financial Services Inc.8174UBS Financial Services Inc. · CRD 8174
Wells Fargo Advisors Financial Network, LLC11025Wells Fargo Advisors Financial Network, LLC · CRD 11025
Wells Fargo Clearing Services, LLC19616Wells Fargo Clearing Services, LLC · CRD 19616
J.P. Morgan Securities LLC79J.P. Morgan Securities LLC · CRD 79
Icapital Securities, LLC171061Icapital Securities, LLC · CRD 171061

Source: Form D, filed Nov 2, 2022. 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

STRATEGIC PARTNERS IX L.P.

Investment adviser: STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P.

Gross asset value
$28.9B
Beneficial owners
437
ADV minimum commitment
$10M

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

Service providers

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK, N.A NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

J.P. MORGAN CHASE BANK, N.A
LEI 7H6GLXDRUGQFU57RNE97

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Filing source

Form ADV 2110570 · Jun 11, 2026 · Schedule D 7.B.(1), fund 805-6121632801

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
Joshua Blaine Executive
Mark Burton Executive
David Corey Executive
David Fox Executive
Jonathan Jacoby Executive
Jameson Mones Executive
Nik Morandi Executive
Verdun Perry Executive
Stephen Ramsthaler Executive
Peter Song Executive
N/A Spfsa Ix L.L.C. Promoter
N/A Strategic Partners Fund Solutions Associates Ix Lp Promoter
David Symons Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
345 Park Avenue
New York, NY, 10154