Form D · Hedge Fund

York Multi-Strategy Institutional Fund, Ltd

Camana Bay, Grand Cayman, E9 · CIK 0001496548

Offering snapshot reported Mar 23, 2020 · SEC filing

Reported sold: $237M
Investors reported: 16
Minimum accepted: $250K
First sale: Jul 1, 2010

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$53,938,835 → $237,469,835
Reported investors1 → 16
Minimum accepted$10,000,000 → $250,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 23, 2020	Amendment	$237,469,835	$183,531,000vs Jul 15, 2010	16	SEC filing
Mar 21, 2019	Amendment	$237,469,835	$183,531,000vs Jul 15, 2010	16	SEC filing
Mar 21, 2018	Amendment	$229,219,835	$175,281,000vs Jul 15, 2010	16	SEC filing
Mar 21, 2017	Amendment	$229,219,835	$200,000vs Mar 21, 2016	16	SEC filing
Mar 21, 2016	Amendment	$229,019,835	$7,165,000vs Mar 19, 2015	16	SEC filing
Mar 19, 2015	Amendment	$221,854,835	$43,525,000vs Mar 19, 2014	16	SEC filing
Mar 19, 2014	Amendment	$178,329,835	$72,191,000vs Mar 19, 2013	11	SEC filing
Mar 19, 2013	Amendment	$106,138,835	$7,200,000vs Mar 19, 2012	7	SEC filing
Mar 19, 2012	Amendment	$98,938,835	$45,000,000vs Jul 15, 2010	6	SEC filing
Jul 15, 2010	Initial	$53,938,835	No comparison	1	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: 021-144997

The information in this Item 13 and the other information in this Form D relating to sales are limited to the Issuer's exempt U.S. offering only, and does not include sales to non-U.S. persons.

Source: Form D, filed Mar 23, 2020. 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

YORK CAPITAL MANAGEMENT, L.P.

Investment adviser: YORK CAPITAL MANAGEMENT GLOBAL ADVISORS, LLC

Gross asset value: $8.91M
Beneficial owners: 149
ADV minimum commitment: $10M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET CORP. TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No

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

Custodian J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States Related to adviser: No

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

Marketer WELLS FARGO NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

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

DELOITTE & TOUCHE LLP
PCAOB 34

BOFA SECURITIES, INC.
SEC 8-69787

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN CLEARING CORP.
SEC 8-43724

MORGAN STANLEY & CO. LLC
SEC 8-15869

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Filing source

Form ADV 2071779 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-6081978819

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
Robert I. Choi	Director
Dawn E. Davies	Director
Anthony L.M. Inder Rieden	Director
David B. Meltzer	Director
Newton P.S. Merrill	Director
N/A York Offshore Holdings, L.L.C.	Executive
None None York Offshore Holdings, L.L.C.	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O State Street (Cayman) Trust Limited 1 Nexus Way, Suite 5203, Heliconia Ctyd
Camana Bay, Grand Cayman, E9, KY1-1103