SEC filing record
Primary Source · SEC.gov

Patient Square Royalty & Structured Solutions, L.P.

Fund Vehicle2026 vintage506(b), 3(c)(1)

Raised

Pre-open

Investors

—

Min Invest

None stated

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AltStreet Analysis

·

Generated from EDGAR primary sources

Patient Square Royalty & Structured Solutions, L.P. is a Delaware pooled investment fund that filed a Form D on 2026-11-03 under Rule 506(b) and Section 3(c)(1), with James Momtazee and Adam Fliss listed as executive officers and promoters. The filing is pre-open, with total amount sold, investor count, first sale date, and minimum investment all undisclosed, and no parent platform or sibling entities are currently matched in the database.

This filing follows a standard private fund structure for alternative investment vehicles, pairing a 506(b) securities exemption with the 3(c)(1) Investment Company Act exclusion, which limits the fund to a maximum of 100 beneficial owners. With no minimum investment disclosed and no capital raise figures reported, the offering cannot yet be benchmarked against typical check sizes or raise amounts in this category.

Data Flags

generalFiling is pre-open with no first sale date, investor count, or amount sold disclosed; this is consistent with a newly formed fund filing its initial Form D before any closing activity.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002133375
Entity NamePatient Square Royalty & Structured Solutions, L.P.
Exemption506(b), 3(c)(1)
Entity Type—
Jurisdiction of OrganizationDelaware
Issuer Address2884 Sand Hill Road, Suite 100, Menlo Park, CA 94025
Phone(650) 677-8100
Industry / Fund Type—
Securities TypeEquity, Pooled Investment Fund
First Sale Date—
Filing DateNovember 3, 2026
Accession Number0002133375-26-000001
Total Offering Amount—
Total Amount Sold—
Total Investors—
Minimum Investment$0 (no stated minimum)
Offering Duration—
State (Issuer Address)CA
Amendment CountOriginal filing only

Related Persons (Form D)

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

James Momtazee

Executive Officer, Promoter · Menlo Park, CA

Adam Fliss

Executive Officer, Promoter · Menlo Park, CA

Questions About Patient Square Royalty & Structured Solutions, 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 Patient Square Royalty & Structured Solutions, L.P.?

Patient Square Royalty & Structured Solutions, L.P. is an issuer that filed a Form D with the SEC on November 3, 2026. The filing claims 506(b), 3(c)(1).

Is Patient Square Royalty & Structured Solutions, L.P. legit?

AltStreet does not rate legitimacy; it reports the public record. Patient Square Royalty & Structured Solutions, L.P. filed a Form D with the SEC on November 3, 2026 claiming 506(b), 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. 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 Patient Square Royalty & Structured Solutions, 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 Patient Square Royalty & Structured Solutions, L.P. claimed 506(b), 3(c)(1) 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 Patient Square Royalty & Structured Solutions, L.P. raised?

Patient Square Royalty & Structured Solutions, L.P. reported no amount sold as of the Form D filed November 3, 2026.

Who is selling Patient Square Royalty & Structured Solutions, 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.

Where is Patient Square Royalty & Structured Solutions, L.P. located?

The issuer's address on its SEC filings is 2884 Sand Hill Road, Suite 100, Menlo Park, CA 94025. Its phone number of record is (650) 677-8100. It is organized under the laws of Delaware.

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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.