Form D · Hedge Fund

STRATEGY CAPITAL INSTITUTIONAL INVESTORS LP

Los Altos, CA · CIK 0001779530

Offering snapshot reported May 27, 2026 · SEC filing

Reported sold: $739M
Investors reported: 16
Minimum accepted: $50K
First sale: Jul 15, 2019

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$621,841,600 → $739,491,600
Reported investors14 → 16

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 27, 2026	Amendment	$739,491,600	$117,650,000vs May 27, 2025	16	SEC filing
May 27, 2025	Amendment	$621,841,600	$121,700,000vs May 24, 2024	14	SEC filing
May 24, 2024	Amendment	$500,141,600	$0vs Jun 2, 2023	10	SEC filing
Jun 2, 2023	Amendment	$500,141,600	$0vs Jun 9, 2022	8	SEC filing
Jun 9, 2022	Amendment	$500,141,600	$325,141,600vs Jun 4, 2021	8	SEC filing
Jun 4, 2021	Amendment	$175,000,000	No comparison	6	SEC filing
Jun 5, 2020	Amendment	$100,141,600	No comparison	2	SEC filing
Jun 20, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $100K (estimated)
Finders' fees: $0
Form D file number: 021-342436

All fees paid to the placement agent are paid by the Investment Manager. The issuer does not pay any placement agent fees.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Oakpoint Solutions, LLC	171775

Source: Form D, filed May 27, 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

STRATEGY CAPITAL INSTITUTIONAL INVESTORS, L.P.

Investment adviser: STRATEGY CAPITAL LLC

Gross asset value: $791M
Beneficial owners: 16
ADV minimum commitment: $25M

Reported in Form ADV on Mar 2, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP WALNUT CREEK, California, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Custodian WINTRUST BANK CHICAGO, Illinois, United States Related to adviser: No

Marketer OAKPOINT SOLUTIONS, LLC TAMPA, Florida, United States Related to adviser: No

Prime broker BTIG, LLC SAN FRANCISCO, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

GOLDMAN SACHS & CO. LLC
SEC 8-129

PERSHING LLC
SEC 8-17574

WINTRUST BANK
LEI 549300RAQJBTN6Z28096

OAKPOINT SOLUTIONS, LLC
CRD 171775 · SEC 8-69477

BTIG, LLC
CRD 122225 · SEC 8-65473

Filing source

Form ADV 2049658 · Mar 2, 2026 · Schedule D 7.B.(1), fund 805-4624201906

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
Hamilton Dr. Helmer	Executive
John Rutherford	Executive
N/A Strategy Capital Gp Llc	Executive
N/A Strategy Capital Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

One First Street, Suite 13
Los Altos, CA, 94022