Form D · Private Equity Fund
Strategic Partners Offshore IX L.P.
New York, NY · CIK 0001882683
Offering snapshot reported Nov 2, 2022 · SEC filing
- Reported sold
- $17B Indefinite offering
- Investors reported
- 131 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 → 131
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 2, 2022 | Amendment | $17,012,883,040 | No comparison | 131 | SEC filing |
| Oct 6, 2021 | Initial | Yet to sell | No comparison | 0 | SEC 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
- 021-415828
Total amount sold includes Limited Partner commitments to the Issuer as well as sales of interests in Strategic Partners IX L.P.
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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Compass Group Global Advisors S.A. | None | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Merrill Lynch, Pierce, Fenner & Smith Incorporated · CRD 7691 |
| Morgan Stanley Smith Barney LLC | 149777 | Morgan Stanley Smith Barney LLC · CRD 149777 |
| UBS Financial Services Inc. | 8174 | UBS Financial Services Inc. · CRD 8174 |
| Wells Fargo Advisors Financial Network, LLC | 11025 | Wells Fargo Advisors Financial Network, LLC · CRD 11025 |
| Wells Fargo Clearing Services, LLC | 19616 | Wells Fargo Clearing Services, LLC · CRD 19616 |
| J.P. Morgan Securities LLC | 79 | J.P. Morgan Securities LLC · CRD 79 |
| Icapital Securities, LLC | 171061 | Icapital Securities, LLC · CRD 171061 |
| Korea Investment & Securities Co., Ltd. | None | |
| KB Securities Co., Ltd. | None |
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 OFFSHORE IX L.P.
Investment adviser: STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P.
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Jun 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 2110570 · Jun 11, 2026 · Schedule D 7.B.(1), fund 805-8575197427
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 |
|---|---|
| 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 Strategic Partners Fund Solutions Gp (Offshore) Ltd. | Promoter |
| David Symons | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10154