Form D · Hedge Fund
TAG RELATIVE VALUE ONSHORE FUND, L.P.
New York, NY · CIK 0001099584
Offering snapshot reported Sep 18, 2026 · SEC filing
- Reported sold
- $295M Indefinite offering
- Investors reported
- 177 Form D · investor count
- Minimum accepted
- $1 Reported outside-investor minimum
- First sale
- Oct 1, 1999 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 18, 2026 | Amendment | $295,164,127 | No comparison | 177 | SEC filing |
| Aug 5, 2025 | Amendment | $292,864,127 | $2,250,000vs Aug 5, 2024 | 176 | SEC filing |
| Aug 5, 2024 | Amendment | $290,614,127 | -$500,000vs Aug 3, 2023 | 174 | SEC filing |
| Aug 3, 2023 | Amendment | $291,114,127 | $3,950,000vs Aug 3, 2022 | 173 | SEC filing |
| Aug 3, 2022 | Amendment | $287,164,127 | $7,775,000vs Aug 3, 2021 | 170 | SEC filing |
| Aug 3, 2021 | Amendment | $279,389,127 | No comparison | Not reported | SEC filing |
| Aug 3, 2020 | Amendment | $276,839,127 | $1,850,000vs Aug 2, 2019 | 163 | SEC filing |
| Aug 2, 2019 | Amendment | $274,989,127 | $2,450,000vs Aug 3, 2018 | 160 | SEC filing |
| Aug 3, 2018 | Amendment | $272,539,127 | $1,250,000vs Aug 4, 2017 | 159 | SEC filing |
| Aug 4, 2017 | Amendment | $271,289,127 | $9,350,000vs Aug 5, 2016 | 158 | SEC filing |
| Aug 5, 2016 | Amendment | $261,939,127 | $11,730,568vs Aug 6, 2015 | 151 | SEC filing |
| Aug 6, 2015 | Amendment | $250,208,559 | $7,908,686vs Aug 6, 2014 | 145 | SEC filing |
| Aug 6, 2014 | Amendment | $242,299,873 | $3,650,000vs Feb 28, 2014 | 139 | SEC filing |
| Feb 28, 2014 | Amendment | $238,649,873 | $2,250,000vs Mar 1, 2013 | 134 | SEC filing |
| Mar 1, 2013 | Amendment | $236,399,873 | $399,999vs Mar 2, 2012 | 134 | SEC filing |
| Mar 2, 2012 | Amendment | $235,999,874 | $6,033,031vs Mar 2, 2011 | 136 | SEC filing |
| Mar 2, 2011 | Amendment | $229,966,843 | $4,700,000vs Mar 5, 2010 | 133 | SEC filing |
| Mar 5, 2010 | Initial | $225,266,843 | No comparison | 128 | 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
- 021-127841
Source: Form D, filed Sep 18, 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
TAG RELATIVE VALUE ONSHORE FUND, LP
Investment adviser: TAG ASSOCIATES LLC
- Gross asset value
- $76.8M
- Beneficial owners
- 43
- ADV minimum commitment
- $50K
Reported in Form ADV on Jun 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
Filing source
Form ADV 2113372 · Jun 26, 2026 · Schedule D 7.B.(1), fund 805-4114456843
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 |
|---|---|
| David Basner | Executive |
| Jonathan M. Bergman | Executive |
| Gary L. Fuhman | Executive |
| Gary L. Fuhrman | Executive |
| Stanley H. Pantowich | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10019