EDGAR Verified
Primary Source · SEC.gov

Brookfield Private Equity Fund LP

Fund Vehicle2025 vintage506(b), 3(c)
Latest signalInvestors increasedForm D/A · 2026-07-208 events: 2 investors increased, 2 large raise, 2 sold increasedLast filing 2026-07-20

Raised

$897M

Investors

209

Min Invest

None stated

AltStreet Analysis

·

Generated from EDGAR primary sources

Brookfield Private Equity Fund LP is a Delaware limited partnership that filed an amended Form D on 2025-11-28, reporting $769.5M raised from 1 investor under Rule 506(b) and Section 3(c). The filing does not disclose a first sale date or minimum investment. Nine executive officers are listed across two promoter entities (Brookfield Private Equity Fund GP LLC and Brookfield Private Equity Fund Officer GP LLC).

This pooled investment fund uses the standard private equity exemption combination of Rule 506(b) and Section 3(c), typical for institutional alternative investment vehicles. The single investor with $769.5M committed suggests an institutional anchor close or initial limited partner commitment at the fund formation stage.

Data Flags

total_investorsSingle investor has committed $769.5M, indicating an anchor investor, institutional seed capital, or initial close with one limited partner
first_sale_dateFirst sale date not disclosed on an amendment reporting $769.5M in sales; standard for large institutional fund filings but limits transparency into fundraising timeline

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002074065
Entity NameBrookfield Private Equity Fund LP
ExemptionRule 506(b), Section 3(c), Section 3(c)(7)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(7) of the Investment Company Act: the fund is excluded from investment-company registration because every investor is a qualified purchaser, generally an individual with at least $5 million in investments or an institution with at least $25 million.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address250 Vesey Street, 15th Floor, New York, NY 10281
Phone(212) 549-8463
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Investment Company ActExcluded under Section 3(c)(7) (qualified purchasers only)
Securities TypePooled Investment Fund
First Sale Date—
Filing DateJuly 20, 2026
Accession Number0002074065-26-000001
Total Offering AmountIndefinite
Total Amount Sold$897,170,096
Total Investors209
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationIntended to last more than one year
Revenue RangeDecline to Disclose
State (Issuer Address)NY
Amendment Count2 amendments filed (3 Form D filings)

Filings 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 iCapital and its filings.

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All AltStreet news

In the Terminal

Filing events

8

latest Jul 20, 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 · Jul 20, 2026

SEC.gov
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Investor

  • 8 filing events with values and deltas, latest 2026-07-20, and alerts on the next one
  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

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Regulatory Activity

Filing events on this entity detected by AltStreet's EDGAR monitoring.

Oct 2026Exchange Act filing
SEC.gov
Sep 2026Exchange Act filing
SEC.gov
Aug 2026Exchange Act filing
SEC.gov
Aug 2026Exchange Act filing
SEC.gov
Aug 2026Exchange Act filing
SEC.gov
Jul 2026Form D amendment
SEC.gov
Jul 2026Form D amendment
SEC.gov
Jul 2026Exchange Act filing
SEC.gov

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Item 3 changed on the Form D filed 2026-07-20: 4 related persons added and 0 removed against the filing of 2025-11-28; 15 now listed. The names are in the Terminal feed.

n/a Brookfield Private Equity Fund GP LLC

Promoter · New York, NY

n/a Brookfield Private Equity Fund Officer GP LLC

Promoter · New York, NY

David Nowak

Executive Officer · New York, NY

Adam Sachs

Executive Officer · New York, NY

Faye McDermid

Executive Officer · New York, NY

Casey Tushaus

Executive Officer · New York, NY

Erica Albrecht

Executive Officer · New York, NY

Evita Ferreira

Executive Officer · New York, NY

Craig Ruckman

Executive Officer · New York, NY

Miranda Hall

Executive Officer · New York, NY

Michael Layfield

Executive Officer · New York, NY

Placement Agents and Sales Compensation (Form D)

Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.

Morgan StanleyCRD 149777 on BrokerCheck

Purchase, NY · Soliciting in all states

iCapital Markets LLCCRD 118219 on BrokerCheck

New York, NY · Soliciting in all states

Questions About Brookfield Private Equity Fund LP

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Brookfield Private Equity Fund LP?

Brookfield Private Equity Fund LP is a Delaware limited partnership that filed a Form D with the SEC on July 20, 2026 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests. AltStreet links the issuer to iCapital.

Is Brookfield Private Equity Fund LP legit?

AltStreet does not rate legitimacy; it reports the public record. Brookfield Private Equity Fund LP filed a Form D with the SEC on July 20, 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 $897,170,096 sold to 209 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to iCapital, which AltStreet has reviewed. 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 Brookfield Private Equity Fund LP 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 Brookfield Private Equity Fund LP 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 Brookfield Private Equity Fund LP raised?

Brookfield Private Equity Fund LP reported $897,170,096 sold from 209 investors in an offering of indefinite size as of the Form D filed July 20, 2026.

Who can invest in Brookfield Private Equity Fund LP?

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 filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in Brookfield Private Equity Fund LP?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling Brookfield Private Equity Fund LP and how are they paid?

The Form D names Morgan Stanley (CRD 149777); iCapital Markets LLC (CRD 118219) as recipients of sales compensation soliciting in all states.

Who is behind Brookfield Private Equity Fund LP?

The Form D lists 15 related persons: Brookfield Private Equity Fund GP LLC, promoter (The General Partner of the Issuer (the "GP")); Brookfield Private Equity Fund Officer GP LLC, promoter (The Sole Member of the GP); David Nowak, executive officer, director (Chief Executive Officer and President); Adam Sachs, executive officer (Chief Compliance Officer); Faye McDermid, executive officer (Vice President); Casey Tushaus, executive officer (Treasurer); Erica Albrecht, executive officer (Assistant Treasurer); Evita Ferreira, executive officer (Secretary), and 7 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Brookfield Private Equity Fund LP located?

The issuer's address on its SEC filings is 250 Vesey Street, 15th Floor, New York, NY 10281. Its phone number of record is 212-549-8463. It is organized under the laws of Delaware.

How long is the Brookfield Private Equity Fund LP 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; 2 amendments are on record for this CIK.

How large is Brookfield Private Equity Fund LP?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

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.