Fund family · SEC Form D record

Fundamental Partners funds

Fundamental Partners has 6 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2016 to 2026. The newest is Fundamental Partners V (Overflow) LP, first filed Jul 30, 2025.

Vehicles
6
Numbered generations
3
First filing
2016
Latest filing
Aug 21, 2026

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 V

3 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Fundamental Partners V (Overflow) LPCIK 2079192First sale yet to occurEDGAR
Fundamental Partners V LPCIK 2023827First sale yet to occurEDGAR
Fundamental Partners V LPCIK 2037069Filed within 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund IV

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Fundamental Partners IV LPCIK 1818533Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Fundamental Partners III LPCIK 1631284Sold the stated amountEDGAR
Fundamental Partners III-A LPCIK 1690901AAnnual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Fundamental Partners funds

How many Fundamental Partners funds are there?
The SEC Form D record shows 6 vehicles in 3 numbered generations, the earliest filed Feb 19, 2016 and the latest filing on Aug 21, 2026. By generation: Fund V (3 vehicles, first filed Jul 30, 2025); Fund IV (Fundamental Partners IV LP, first filed Jul 24, 2020); Fund III (2 vehicles, first filed Feb 19, 2016).
What is the latest Fundamental Partners fund?
Fundamental Partners V (Overflow) LP, which first filed a Form D on Jul 30, 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 Fundamental Partners 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 Fundamental Partners 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.