Fundsmith Equity Fund, L.P.
Raised
$1.5B
Investors
137
Min Invest
$250,000
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AltStreet Analysis
·Generated from EDGAR primary sources
The Delaware limited partnership (Stamford, Connecticut general partner Fundsmith Partners US LLC) through which London-based Fundsmith LLP, led by Terry Smith, offers its global equity strategy to US investors: Rule 506(b), Investment Company Act 3(c)(7) (qualified purchasers only), $250,000 minimum, indefinite continuous offering, first Form D May 6, 2011 with annual amendments each September since 2018. Cumulative sales have risen in every amendment: $320.8 million (2018), $1.13 billion (2021), $1.45 billion (September 2025), $1.47 billion (September 2, 2026). The reported investor count rose from 158 (2018) to 564 (2025) and then fell to 137 in the September 2, 2026 amendment while sales rose $18 million; the filing gives no explanation and AltStreet has not attributed a cause. Signed by Laura Bergquist, Officer of the General Partner.
Private fund (long-only global equity, Reg D 506(b) / 3(c)(7)). US access vehicle for a UK manager; the only EDGAR footprint is the Form D series.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
AltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering this entity's filings.
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Filing events
8
latest Sep 2, 2026
Critical / warning
0 / 1
5 watch · 2 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
raising
Latest event Sold increase · Sep 2, 2026
SEC.govInvestor
- The dated record: 5 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 8 filing events with values and deltas, latest 2026-09-02, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Adviser of Record (Form ADV)
CRD 160365 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a other private fund
Auditor named on Form ADV: Deloitte & Touche LLP · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
N/A Fundsmith LLP
Executive Officer · London, United Kingdom
N/A Fundsmith Partners US LLC
Executive Officer · Stamford, CT
N/A Fundsmith Equity Fund (GP), LLC
Executive Officer · United Kingdom
Terence Smith
Executive Officer · United Kingdom
Paul Mainwaring
Executive Officer · United Kingdom
Mark Laurence
Executive Officer · United Kingdom
Robert Parker
Executive Officer · United Kingdom
Questions About Fundsmith Equity Fund, L.P.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Fundsmith Equity Fund, L.P.?
Fundsmith Equity Fund, L.P. is a Delaware limited partnership that filed a Form D with the SEC on September 2, 2026 as a other investment fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.
Is Fundsmith Equity Fund, L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. Fundsmith Equity Fund, L.P. filed a Form D with the SEC on September 2, 2026 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,470,522,145 sold to 137 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Fundsmith Equity Fund, L.P. registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Fundsmith Equity Fund, L.P. claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Fundsmith Equity Fund, L.P. raised?
Fundsmith Equity Fund, L.P. reported $1,470,522,145 sold from 137 investors in an offering of indefinite size as of the Form D filed September 2, 2026.
Who can invest in Fundsmith Equity Fund, L.P.?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $250,000.
What is the minimum investment in Fundsmith Equity Fund, L.P.?
The Form D lists $250,000 as the minimum investment accepted from any outside investor as of September 2, 2026. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Fundsmith Equity Fund, L.P. and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Who is behind Fundsmith Equity Fund, L.P.?
The Form D lists 7 related persons: Fundsmith LLP, executive officer (Investment Manager of the Issuer); Fundsmith Partners US LLC, executive officer (General Partner of the Issuer); Fundsmith Equity Fund (GP), LLC, executive officer (General Partner of the Issuer); Terence Smith, executive officer (Chief Executive Officer, Chief Investment Officer and Partner of the Investment Manager); Robert Parker, executive officer (Chief Compliance Officer of the Investment Manager); Mark Aubrey Seymour Laurence, executive officer (Chief Operating Officer and Partner of the Investment Manager); Paul Mainwaring, executive officer (Chief Financial Officer and Partner of the Investment Manger of the issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Fundsmith Equity Fund, L.P. located?
The issuer's address on its SEC filings is 46 Southfield Ave., Suite 205, Stamford, CT 06902. Its phone number of record is 203 594 1863. It is organized under the laws of Delaware.
How long is the Fundsmith Equity Fund, L.P. offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 18 amendments are on record for this CIK.
How large is Fundsmith Equity Fund, L.P.?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.