Fund family · SEC Form D record

Transformation Capital Executive Fund funds

Transformation Capital Executive Fund has 2 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2022 to 2026. The newest is Transformation Capital Executive Fund IV, L.P., first filed Sep 30, 2026. The adviser of record on Form ADV Schedule D is Transformation Capital.

Vehicles
2
Numbered generations
2
First filing
2022
Latest filing
Sep 30, 2026

Adviser of record (Form ADV Schedule D) Transformation Capital (CRD 307367)

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

VehicleSleeveFirst filedLatest filingFiling recordSEC
Transformation Capital Executive Fund IV, L.P.CIK 2149432First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Transformation Capital Executive Fund III, L.P.CIK 1918128First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Transformation Capital Executive Fund funds

How many Transformation Capital Executive Fund funds are there?
The SEC Form D record shows 2 vehicles in 2 numbered generations, the earliest filed Mar 31, 2022 and the latest filing on Sep 30, 2026. By generation: Fund IV (Transformation Capital Executive Fund IV, L.P., first filed Sep 30, 2026); Fund III (Transformation Capital Executive Fund III, L.P., first filed Mar 31, 2022).
What is the latest Transformation Capital Executive Fund fund?
Transformation Capital Executive Fund IV, L.P., which first filed a Form D on Sep 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 Transformation Capital Executive Fund funds?
Transformation Capital (ERA, CRD 307367), 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 Transformation Capital Executive 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.