FormDSignal
82

Secondaries Portfolio 2027 LP launches indefinite secondaries fund in San Francisco

New fund · Secondaries · Pre-first close · SAN FRANCISCO, CA · Form D filed 2026-10-23 · sponsor: Secondaries Portfolio · all Portfolio vehicles

Secondaries Portfolio 2027 LP, a Delaware limited partnership, filed to raise an indefinite amount under Regulation D exemptions 3(c)(7) and 6(b). The fund is in pre-first-close stage with no investors yet and no placement agent engaged.

3(c)(7) — qualified purchasersPre-first closeFirst filing by this entitySecondaries

How this compares

  • Across 17 secondaries sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 9 months.
  • This is the sponsor's 7th fund launch on EDGAR; the previous one, Real Estate Portfolio 2026 LP, was filed 12 months earlier.

Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.

Secondaries Portfolio on EDGAR

Earlier and related filings by the same issuer and sponsor. All Portfolio vehicles →

52

Master Portfolio (A), L.P. updates its Form D — $1.6B sold

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $1.6B · BOSTON, MA · filed 2026-01-21

Sold rose to $NaN (+$259.1M, +13 investors) in 348 days since the previous filing.

3(c)(7) — qualified purchasersCapital closing now

Registered adviser

name match

PORTFOLIO WEALTH ADVISORS (PORTFOLIO, LLC)

Registration
SEC-registered adviser · since 2008-01-02
Regulatory AUM
$395M
Employees
3
Private funds on Form ADV
No
Office
Albuquerque, NM

Website and main-office phone from Form ADV. Subscribe to unlock

Incumbent service providers

This adviser reports no private funds on Form ADV, so a new fund here is its first: no incumbent administrator, auditor or custodian to displace.

Other Form D filings by this adviser

12 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock

People on the filing

- Secondaries Portfolio GP V LPPromoter
Divesh MakanExecutive Officer

[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers

Signed by Louis D. Thorne, Authorized Signatory.

Why now — by persona

  • Fund administrator:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
  • Fund audit & tax:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
  • Fund-formation counsel:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans.