Fund family · SEC Form D record

Next Optimized funds

Next Optimized has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2024 to 2024. The newest is NEXT Optimized III, LP, first filed Dec 5, 2024.

Vehicles
3
Numbered generations
3
First filing
2024
Latest filing
Dec 5, 2024

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 III

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
NEXT Optimized III, LPCIK 2047474First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Next Optimized II, LPCIK 2042646Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund I

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Next Optimized I, LPCIK 2042641Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Next Optimized funds

How many Next Optimized funds are there?
The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Nov 8, 2024 and the latest filing on Dec 5, 2024. By generation: Fund III (NEXT Optimized III, LP, first filed Dec 5, 2024); Fund II (Next Optimized II, LP, first filed Nov 8, 2024); Fund I (Next Optimized I, LP, first filed Nov 8, 2024).
What is the latest Next Optimized fund?
NEXT Optimized III, LP, which first filed a Form D on Dec 5, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Next Optimized 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 Next Optimized 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.