Fund family · SEC Form D record

CGM funds

CGM has 2 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2025 to 2025. The newest is CGM Global 2A LP, first filed Apr 11, 2025.

Vehicles
2
Numbered generations
2
First filing
2025
Latest filing
Apr 11, 2025

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund II

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
CGM Global 2A LPCIK 2061944First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund I

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
CGM SPV I LLCCIK 2063770First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the CGM funds

How many CGM funds are there?
The SEC Form D record shows 2 vehicles in 2 numbered generations, the earliest filed Apr 4, 2025 and the latest filing on Apr 11, 2025. By generation: Fund II (CGM Global 2A LP, first filed Apr 11, 2025); Fund I (CGM SPV I LLC, first filed Apr 4, 2025).
What is the latest CGM fund?
CGM Global 2A LP, which first filed a Form D on Apr 11, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the CGM funds?
AltStreet has not joined a Form ADV adviser to this family's Form D filings. The adviser, if any, appears in each fund's offering documents, which a Form D does not include.
How much have the CGM funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.