Form D · Hedge Fund

Strategy Capital Investors, L.P.

Los Altos, CA · CIK 0001585933

Offering snapshot reported May 27, 2026 · SEC filing

Reported sold
$234M
Indefinite offering
Investors reported
77
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Aug 30, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$117M$234MSep 13, 2013: $6,046,930.00Sep 13, 2013Jan 17, 2014: $7,796,930.00Feb 18, 2015: $10,296,930.00Feb 18, 2016: $39,296,930.00Feb 21, 2017: $42,296,930.00Feb 21, 2018: $45,946,930.00Apr 21, 2020: $67,896,930.00Apr 21, 2021: $99,096,930.00Jun 9, 2022: $131,246,931.00Jun 2, 2023: $148,896,930.00May 24, 2024: $153,996,931.00May 27, 2025: $191,096,931.00May 27, 2026: $234,046,930.00May 27, 2026

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$191,096,931 → $234,046,930
  • Reported investors68 → 77

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 27, 2026Amendment$234,046,930$42,949,999vs May 27, 202577SEC filing
May 27, 2025Amendment$191,096,931$37,100,000vs May 24, 202468SEC filing
May 24, 2024Amendment$153,996,931$5,100,001vs Jun 2, 202368SEC filing
Jun 2, 2023Amendment$148,896,930$17,649,999vs Jun 9, 202262SEC filing
Jun 9, 2022Amendment$131,246,931$32,150,001vs Apr 21, 202160SEC filing
Apr 21, 2021Amendment$99,096,930$31,200,000vs Apr 21, 202054SEC filing
Apr 21, 2020Amendment$67,896,930$21,950,000vs Feb 21, 201838SEC filing
Feb 21, 2018Amendment$45,946,930$3,650,000vs Feb 21, 201723SEC filing
Feb 21, 2017Amendment$42,296,930$3,000,000vs Feb 18, 201616SEC filing
Feb 18, 2016Amendment$39,296,930$29,000,000vs Feb 18, 201512SEC filing
Feb 18, 2015Amendment$10,296,930$2,500,000vs Jan 17, 20147SEC filing
Jan 17, 2014Amendment$7,796,930$1,750,000vs Sep 13, 20135SEC filing
Sep 13, 2013Initial$6,046,930No comparison4SEC 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
021-202906
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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RecipientCRDAssociated broker-dealer
Oakpoint Solutions, LLC171775

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 INVESTORS, L.P.

Investment adviser: STRATEGY CAPITAL LLC

Gross asset value
$575M
Beneficial owners
71
ADV minimum commitment
$500K

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 805-5717399046

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
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