SEC Filing Record

Offering Amount

$65.6M

Strategy

PE

Exemption

06b

Date Filed

May 27, 2026

0000905148-26-002667

View on SEC EDGAR →

37A Read

The IX vintage designation confirms this is the ninth fund in a series, signaling an established manager with a repeatable playbook; the absence of any prior EDGAR filings for this GP indicates either a newly-formed entity, a small manager historically below reporting thresholds, or a reorganization of an existing operation under a new legal structure.

The 06b exemption with reliance on pre-existing relationships and a five-named GP roster (out of ten total) suggests a partnership that either operates through a tiered or affiliate structure with other named principals not listed, or manages capital from a specific LP constituency without broad market solicitation—a pattern typical of established family offices, institutional co-investors, or continuation-fund sponsors.

A May 2026 filing for a $66M fund positions this raise during a period of LP portfolio rebalancing into mid-market PE, when larger mega-funds face capital constraints and allocators are actively reviewing successor funds in established series to maintain program continuity.

Before commitment, verify the fund's key-person designation, clawback mechanics, and whether any of the ten named GPs have non-compete or acceleration triggers tied to performance of prior vintages—this is critical to understand whether GP incentive alignment carries forward from earlier funds or resets with this vintage.

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Principals

General Partners & Executives

Chris Abbinante Dan Clivner Angela Fontana Seth Katz Joseph Michaels

SA Investment Partnership IX LLC