Fund family · SEC Form D record

Phalanx Fund funds

Phalanx Fund has 2 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2017 to 2026. The newest is Phalanx Fund V, LP, first filed Mar 31, 2026.

Vehicles
2
Numbered generations
2
First filing
2017
Latest filing
Apr 30, 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

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Phalanx Fund V, LPCIK 2109705Filed 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
Phalanx Fund IV, LPCIK 1708932Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Phalanx Fund funds

How many Phalanx Fund funds are there?
The SEC Form D record shows 2 vehicles in 2 numbered generations, the earliest filed Jun 19, 2017 and the latest filing on Apr 30, 2026. By generation: Fund V (Phalanx Fund V, LP, first filed Mar 31, 2026); Fund IV (Phalanx Fund IV, LP, first filed Jun 19, 2017).
What is the latest Phalanx Fund fund?
Phalanx Fund V, LP, which first filed a Form D on Mar 31, 2026 and last amended it on Apr 30, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Phalanx Fund 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 Phalanx Fund 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.