Fund family · SEC Form D record

SH Sagamore funds

SH Sagamore has 14 vehicles on the SEC Form D record, in 8 numbered generations, filed from 2016 to 2024. The newest is SH Sagamore IX LP, first filed Jan 14, 2022. The adviser of record on Form ADV Schedule D is Sachem Head Capital Management LP.

Vehicles
14
Numbered generations
8
First filing
2016
Latest filing
Apr 26, 2024

Adviser of record (Form ADV Schedule D) Sachem Head Capital Management LP (CRD 167173)

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 IX

2 vehicles · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
SH Sagamore IX LPCIK 1904639First sale yet to occurEDGAR
SH Sagamore Offshore IX Ltd.CIK 1904644First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund VIII

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
SH Sagamore Offshore VIII Ltd.CIK 1858651No change on the last amendmentEDGAR
SH Sagamore VIII LPCIK 1858679No change on the last amendmentEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund VII

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
SH Sagamore VII LPCIK 1840338No change on the last amendmentEDGAR
SH Sagamore Offshore VII Ltd.CIK 1840348No change on the last amendmentEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund VI

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
SH Sagamore VI LPCIK 1829759Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund V

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
SH Sagamore Offshore V Ltd.CIK 1818780No change on the last amendmentEDGAR
SH Sagamore V LPCIK 1818768No change on the last amendmentEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund IV

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
SH Sagamore IV LPCIK 1770357Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

2 vehicles · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
SH Sagamore III LPCIK 1702507Annual amendment overdueEDGAR
SH Sagamore Offshore III Ltd.CIK 1702506Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
SH Sagamore II LPCIK 1657618Annual amendment overdueEDGAR
SH Sagamore Offshore II Ltd.CIK 1657621Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the SH Sagamore funds

How many SH Sagamore funds are there?
The SEC Form D record shows 14 vehicles in 8 numbered generations, the earliest filed Nov 7, 2016 and the latest filing on Apr 26, 2024. By generation: Fund IX (2 vehicles, first filed Jan 14, 2022); Fund VIII (2 vehicles, first filed Apr 30, 2021); Fund VII (2 vehicles, first filed Jan 15, 2021); Fund VI (SH Sagamore VI LP, first filed Nov 6, 2020); Fund V (2 vehicles, first filed Jul 22, 2020); Fund IV (SH Sagamore IV LP, first filed Oct 24, 2019); Fund III (2 vehicles, first filed Apr 6, 2017); Fund II (2 vehicles, first filed Nov 7, 2016).
What is the latest SH Sagamore fund?
SH Sagamore IX LP, which first filed a Form D on Jan 14, 2022. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the SH Sagamore funds?
Sachem Head Capital Management LP (RIA, CRD 167173), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
How much have the SH Sagamore 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.