Fund family · SEC Form D record

Standard Investment Research funds

Standard Investment Research has 4 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2022 to 2025. The newest is Standard Investment Research SPV Holdings, LLC - Series 4, first filed Jan 12, 2024.

Vehicles
4
Numbered generations
4
First filing
2022
Latest filing
Dec 31, 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 IV

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Standard Investment Research SPV Holdings, LLC - Series 4CIK 2007167No change on the last amendmentEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Standard Investment Research SPV Holdings, LLC - Series 3CIK 2006892Filed within 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Standard Investment Research SPV Holdings, LLC - Series 2CIK 2007021No change on the last amendmentEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund I

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Standard Investment Research SPV Holdings, LLC - Series 1CIK 1932503Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Standard Investment Research funds

How many Standard Investment Research funds are there?
The SEC Form D record shows 4 vehicles in 4 numbered generations, the earliest filed Jun 14, 2022 and the latest filing on Dec 31, 2025. By generation: Fund IV (Standard Investment Research SPV Holdings, LLC - Series 4, first filed Jan 12, 2024); Fund III (Standard Investment Research SPV Holdings, LLC - Series 3, first filed Jan 12, 2024); Fund II (Standard Investment Research SPV Holdings, LLC - Series 2, first filed Jan 12, 2024); Fund I (Standard Investment Research SPV Holdings, LLC - Series 1, first filed Jun 14, 2022).
What is the latest Standard Investment Research fund?
Standard Investment Research SPV Holdings, LLC - Series 4, which first filed a Form D on Jan 12, 2024 and last amended it on Dec 31, 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 Standard Investment Research 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 Standard Investment Research 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.