Form D · Private Equity Fund

Veritas Capital Fund IX, L.P.

New York, NY · CIK 0002015802

Offering snapshot reported May 15, 2025 · SEC filing

Reported sold: $13.3B
Investors reported: 425
Minimum accepted: $0
First sale: May 16, 2024

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 425

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 15, 2025	Amendment	$13,331,974,930	No comparison	425	SEC filing
May 13, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $32.1M (estimated)
Finders' fees: $5.47M (estimated)
Form D file number: 021-513118

The Total Amount Sold and total number in Item 14 reflects all offerings and sales by the issuer and its parallel fund, as well as the General Partner, its affiliates and their respective commitments, as applicable.

The Placement Agents in Item 12 will be apportioned a fee based on certain commitments raised. Veritas Capital Securities, L.L.C. ("VCS") is a registered broker-dealer affiliate of issuer; no sales compensation will be payable to VCS or its personnel.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
PJT Partners LP	171058
Veritas Capital Securities, L.L.C.	323755
J.P. Morgan Securities LLC	79
Leader Private Capital Ltd	None
CAIS Capital LLC	154512
ICAPITAL ADVISORS, LLC	177513	ICAPITAL MARKETS LLC · CRD 118219
Kiatnakin Phatra Securities Public Company Limited	None
Morgan Stanley Smith Barney LLC	149777

Source: Form D, filed May 15, 2025. 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

THE VERITAS CAPITAL FUND IX, L.P.

Investment adviser: VERITAS CAPITAL FUND MANAGEMENT, L.L.C.

Gross asset value: $13.1B
Beneficial owners: 390
ADV minimum commitment: $0

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND SERVICES (USA) INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer CAIS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Marketer FINEX HONG KONG LIMITED HONG KONG, Hong Kong Related to adviser: No

Marketer ICAPITAL ADVISORS, LLC NEW YORK, New York, United States Related to adviser: No

Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer KIATNAKIN PHATRA SECURITIES PUBLIC COMPANY LIMITED BANGKOK, Thailand Related to adviser: No

Marketer LEADER PRIVATE CAPITAL LTD TEL-AVIV, Israel Related to adviser: No

Marketer MORGAN STANLEY PURCHASE, New York, United States Related to adviser: No

Marketer PJT PARTNERS LP NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

ICAPITAL ADVISORS, LLC
CRD 177513 · SEC 801-106690

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

MORGAN STANLEY
CRD 149777 · SEC 801-70103

PJT PARTNERS LP
CRD 171058 · SEC 8-69442

Filing source

Form ADV 2083655 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2003248738

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Veritas Capital Fund IV, L.P.	Aug 10, 2009	Yet to sell	0
Veritas Capital Fund V, L.P.	Jul 18, 2014	Yet to sell	0
Veritas Capital Fund VI, L.P.	Dec 19, 2016	Yet to sell	0
Veritas Capital Fund VII, L.P.	Aug 15, 2019	Yet to sell	0
Veritas Capital Fund VIII, L.P.	Mar 14, 2022	Yet to sell	0
Veritas Capital Fund IX, L.P. (this fund)	May 15, 2025	$13,331,974,930	425

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
Hugh D. Evans	Executive
Ramzi S. Musallam	Executive, Promoter
N/A Veritas Capital Fund Management, L.L.C.	Promoter
N/A Veritas Capital Partners Ix, L.L.C.	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

9 West 57 Th Street, 32 Nd Floor
New York, NY, 10019