Form D · Hedge Fund

US Research Equity Extended Fund, L.P.

Boston, MA · CIK 0001666361

Offering snapshot reported Feb 20, 2026 · SEC filing

Reported sold
$4.21B
Indefinite offering
Investors reported
192
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 1, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.11B$4.21BFeb 12, 2016: $26,625,000.00Feb 12, 2016Jul 14, 2016: $27,875,000.00Jul 14, 2017: $42,755,691.00Jul 13, 2018: $798,837,531.00Jul 15, 2019: $974,952,648.00Feb 24, 2020: $1,084,994,504.00Feb 24, 2021: $1,290,685,237.00Feb 24, 2022: $1,449,751,061.00Feb 23, 2023: $1,634,661,061.00Feb 23, 2024: $1,945,711,061.00Feb 21, 2025: $3,173,185,749.00Feb 20, 2026: $4,213,050,742.00Feb 20, 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$3,173,185,749 → $4,213,050,742
  • Reported investors163 → 192

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 20, 2026Amendment$4,213,050,742$1,039,864,993vs Feb 21, 2025192SEC filing
Feb 21, 2025Amendment$3,173,185,749$1,227,474,688vs Feb 23, 2024163SEC filing
Feb 23, 2024Amendment$1,945,711,061$311,050,000vs Feb 23, 2023100SEC filing
Feb 23, 2023Amendment$1,634,661,061$184,910,000vs Feb 24, 202283SEC filing
Feb 24, 2022Amendment$1,449,751,061$159,065,824vs Feb 24, 202178SEC filing
Feb 24, 2021Amendment$1,290,685,237$205,690,733vs Feb 24, 202072SEC filing
Feb 24, 2020Amendment$1,084,994,504$110,041,856vs Jul 15, 201963SEC filing
Jul 15, 2019Amendment$974,952,648$176,115,117vs Jul 13, 201857SEC filing
Jul 13, 2018Amendment$798,837,531$756,081,840vs Jul 14, 201745SEC filing
Jul 14, 2017Amendment$42,755,691$14,880,691vs Jul 14, 201621SEC filing
Jul 14, 2016Amendment$27,875,000$1,250,000vs Feb 12, 201616SEC filing
Feb 12, 2016Initial$26,625,000No comparison14SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-257406
If applicable, employees of the recipient listed in item 12. are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Wellington Funds Distributors Inc.000152768

Source: Form D, filed Feb 20, 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

US RESEARCH EQUITY EXTENDED FUND, L.P.

Investment adviser: WELLINGTON ALTERNATIVE INVESTMENTS LLC

Gross asset value
$4.08B
Beneficial owners
152
ADV minimum commitment
$1M

Reported in Form ADV on Sep 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Marketer WELLINGTON FUNDS DISTRIBUTORS INC. BOSTON, Massachusetts, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

WELLINGTON FUNDS DISTRIBUTORS INC.
CRD 152768 · SEC 8-68476

Filing source

Form ADV 2130971 · Sep 29, 2026 · Schedule D 7.B.(1), fund 805-4166815994

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
Wellington Alternative Investments Llc Executive
Wellington Hedge Management Llc Executive, Promoter
Wellington Management Company Llp Executive
Wellington Management Investment, Inc. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Wellington Alternative Investments Llc 280 Congress Street
Boston, MA, 02210