DFX Intelligence
Strategy Capital Institutional Investors, L.P.
As of · the latest observation of this vehicle; each figure below carries its own filing date
FundraisingEvergreen or indefinite offeringunknown
As of · the latest observation of this vehicle; each figure below carries its own filing date
8 additional principals, 5 additional placement agents, 5 events
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- $739Msold at the filing
Latest Form D filed on 27 May 2026: $739M sold, 16 investors. A Form D amount is what was sold at the filing, never a final close.
A new or amended Form D means the vehicle is taking money now.
- 1 agentplacement
1 placement agent named on the vehicle's Form D filings.
A placement agent means the vehicle is marketed to outside LPs.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2019basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- indefinitewhat may be sold, not what was raised; file 021-342436, sworn by the adviser or filed under this vehicle
- Form D sold
- $739Mas of the filing of May 27, 2026, 16 investors
- First sale
- Jul 15, 2019
- Reported GAV
- $791Mon the Form ADV filed Sep 12, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 16
- Reported on ADV
- Sep 12, 2026 to Sep 12, 2026
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Evergreen or indefinite offering
Form D filed or amended 2026-05-27: offering indefinite, sold $739.5M (fr-1)
evidence dated May 27, 2026.
Lifecycle
Fundraising
Lifecycle
Form D within 18 months and the offering is not sold out
first sale: Jul 15, 2019vintage year: 2019adv gav as of: Sep 12, 2026vintage basis: Form d first saleform d sold: $739Mform d offering: n/aform d latest filed at: May 27, 2026
The fund's own reporting through time
1 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Sep 12, 2026 | $791M | 16 | $25.0M | 5% |
Principals and agents
11 principals on Form D, 1 placement agents
- Strategy Capital LLC Executive Officer
- Strategy Capital GP LLC Promoter
- Hamilton Dr. Helmer Executive Officer
- Oakpoint Solutions, LLC placement agent
Service providers
8 named on Form ADV Schedule D and Form D
- AuditorKPMG · WALNUT CREEK, California, United StatesForm ADV filed Mar 2, 2026 reports.adviserinfo.sec.gov
- AdministratorOPUS FUND SERVICES · NAPERVILLE, Illinois, United StatesForm ADV filed Mar 2, 2026 reports.adviserinfo.sec.gov
- CustodianGoldman Sachs · NEW YORK, New York, United StatesForm ADV filed Mar 2, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
10 events
- Sep 12, 2026Strategy Capital Institutional Investors, L.P. first reported on Form ADV by Strategy Capital LLC, GAV $791,108,000Fund first reported on Form ADV Fact Form ADV
- May 27, 2026Strategy Capital Institutional Investors LP filed Form D/A: $739,491,600 sold (indefinite offering), Hedge FundForm D filed Fact Form D
- May 27, 2025Strategy Capital Institutional Investors LP filed Form D/A: $621,841,600 sold (indefinite offering), Hedge FundForm D filed Fact Form D
- May 24, 2024Strategy Capital Institutional Investors LP filed Form D/A: $500,141,600 sold (indefinite offering), Hedge FundForm D filed Fact Form D
- Jun 2, 2023Strategy Capital Institutional Investors LP filed Form D/A: $500,141,600 sold (indefinite offering), Hedge FundForm D filed Fact Form D
Evidence
140 observations
Every observation on this vehicle
- Adv pdf fund: 791,108,000 Sep 12, 2026 Fact Form ADV
- Entity type: Limited Partnership Fact Form D
- Entity type: Limited Partnership May 27, 2026 Fact Form D
- Entity type: Limited Partnership May 27, 2025 Fact Form D
- Entity type: Limited Partnership May 24, 2024 Fact Form D
- Entity type: Limited Partnership Jun 2, 2023 Fact Form D
- Entity type: Limited Partnership Jun 9, 2022 Fact Form D
- Entity type: Limited Partnership Jun 4, 2021 Fact Form D
- Entity type: Limited Partnership Jun 5, 2020 Fact Form D
- Entity type: Limited Partnership Jun 20, 2019 Fact Form D
- Form D fund type: Other Investment Fund Fact Form D
- Form D fund type: Hedge Fund Fact Form D
- Form D fund type: Hedge Fund May 27, 2026 Fact Form D
- Form D fund type: Hedge Fund May 27, 2025 Fact Form D
- Form D fund type: Hedge Fund May 24, 2024 Fact Form D
- Form D fund type: Hedge Fund Jun 2, 2023 Fact Form D
- Form D fund type: Hedge Fund Jun 9, 2022 Fact Form D
- Form D fund type: Hedge Fund Jun 4, 2021 Fact Form D
- Form D fund type: Hedge Fund Jun 5, 2020 Fact Form D
- Form D fund type: Other Investment Fund Jun 20, 2019 Fact Form D
- Form D industry group: Pooled Investment Fund Fact Form D
- Form D industry group: Pooled Investment Fund May 27, 2026 Fact Form D
- Form D industry group: Pooled Investment Fund May 27, 2025 Fact Form D
- Form D industry group: Pooled Investment Fund May 24, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Jun 2, 2023 Fact Form D
- Form D industry group: Pooled Investment Fund Jun 9, 2022 Fact Form D
- Form D industry group: Pooled Investment Fund Jun 4, 2021 Fact Form D
- Form D industry group: Pooled Investment Fund Jun 5, 2020 Fact Form D
- Form D industry group: Pooled Investment Fund Jun 20, 2019 Fact Form D
- Amendment: false Fact Form D
- Amendment: true Fact Form D
- Amendment: true May 27, 2026 Fact Form D
- Amendment: true May 27, 2025 Fact Form D
- Amendment: true May 24, 2024 Fact Form D
- Amendment: true Jun 2, 2023 Fact Form D
- Amendment: true Jun 9, 2022 Fact Form D
- Amendment: true Jun 4, 2021 Fact Form D
- Amendment: true Jun 5, 2020 Fact Form D
- Amendment: false Jun 20, 2019 Fact Form D
- Incorporated: withinFiveYears Fact Form D
- Incorporated: overFiveYears May 27, 2026 Fact Form D
- Incorporated: overFiveYears May 27, 2025 Fact Form D
- Incorporated: withinFiveYears May 24, 2024 Fact Form D
- Incorporated: withinFiveYears Jun 2, 2023 Fact Form D
- Incorporated: withinFiveYears Jun 9, 2022 Fact Form D
- Incorporated: withinFiveYears Jun 4, 2021 Fact Form D
- Incorporated: withinFiveYears Jun 5, 2020 Fact Form D
- Incorporated: withinFiveYears Jun 20, 2019 Fact Form D
- Jurisdiction: Delaware Fact Form D
- Jurisdiction: Delaware May 27, 2026 Fact Form D
- Jurisdiction: Delaware May 27, 2025 Fact Form D
- Jurisdiction: Delaware May 24, 2024 Fact Form D
- Jurisdiction: Delaware Jun 2, 2023 Fact Form D
- Jurisdiction: Delaware Jun 9, 2022 Fact Form D
- Jurisdiction: Delaware Jun 4, 2021 Fact Form D
- Jurisdiction: Delaware Jun 5, 2020 Fact Form D
- Jurisdiction: Delaware Jun 20, 2019 Fact Form D
- Amount sold (Form D): $0 Fact Form D
- Amount sold (Form D): $100M Fact Form D
- Amount sold (Form D): $739M May 27, 2026 Fact Form D
- Amount sold (Form D): $622M May 27, 2025 Fact Form D
- Amount sold (Form D): $500M May 24, 2024 Fact Form D
- Amount sold (Form D): $500M Jun 2, 2023 Fact Form D
- Amount sold (Form D): $500M Jun 9, 2022 Fact Form D
- Amount sold (Form D): $175M Jun 4, 2021 Fact Form D
- Amount sold (Form D): $100M Jun 5, 2020 Fact Form D
- Amount sold (Form D): $0 Jun 20, 2019 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 May 27, 2026 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 May 27, 2025 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 May 24, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Jun 2, 2023 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Jun 9, 2022 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Jun 4, 2021 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Jun 5, 2020 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Jun 20, 2019 Fact Form D
- First sale: 2019-07-15 Fact Form D
- First sale: 2019-07-15 May 27, 2026 Fact Form D
- First sale: 2019-07-15 May 27, 2025 Fact Form D
- First sale: 2019-07-15 May 24, 2024 Fact Form D
- First sale: 2019-07-15 Jun 2, 2023 Fact Form D
- First sale: 2019-07-15 Jun 9, 2022 Fact Form D
- First sale: 2019-07-15 Jun 4, 2021 Fact Form D
- First sale: 2019-07-15 Jun 5, 2020 Fact Form D
- Indefinite offering: true Fact Form D
- Indefinite offering: true May 27, 2026 Fact Form D
- Indefinite offering: true May 27, 2025 Fact Form D
- Indefinite offering: true May 24, 2024 Fact Form D
- Indefinite offering: true Jun 2, 2023 Fact Form D
- Indefinite offering: true Jun 9, 2022 Fact Form D
- Indefinite offering: true Jun 4, 2021 Fact Form D
- Indefinite offering: true Jun 5, 2020 Fact Form D
- Indefinite offering: true Jun 20, 2019 Fact Form D
- Investors (Form D): 0 Fact Form D
- Investors (Form D): 2 Fact Form D
- Investors (Form D): 16 May 27, 2026 Fact Form D
- Investors (Form D): 14 May 27, 2025 Fact Form D
- Investors (Form D): 10 May 24, 2024 Fact Form D
- Investors (Form D): 8 Jun 2, 2023 Fact Form D
- Investors (Form D): 8 Jun 9, 2022 Fact Form D
- Investors (Form D): 6 Jun 4, 2021 Fact Form D
- Investors (Form D): 2 Jun 5, 2020 Fact Form D
- Investors (Form D): 0 Jun 20, 2019 Fact Form D
- Minimum investment (Form D): 25,000,000 Fact Form D
- Minimum investment (Form D): 50,000 Fact Form D
- Minimum investment (Form D): 50,000 May 27, 2026 Fact Form D
- Minimum investment (Form D): 50,000 May 27, 2025 Fact Form D
- Minimum investment (Form D): 50,000 May 24, 2024 Fact Form D
- Minimum investment (Form D): 50,000 Jun 2, 2023 Fact Form D
- Minimum investment (Form D): 50,000 Jun 9, 2022 Fact Form D
- Minimum investment (Form D): 50,000 Jun 4, 2021 Fact Form D
- Minimum investment (Form D): 50,000 Jun 5, 2020 Fact Form D
- Minimum investment (Form D): 25,000,000 Jun 20, 2019 Fact Form D
- Securities offered: pooled Fact Form D
- Securities offered: pooled May 27, 2026 Fact Form D
- Securities offered: pooled May 27, 2025 Fact Form D
- Securities offered: pooled May 24, 2024 Fact Form D
- Securities offered: pooled Jun 2, 2023 Fact Form D
- Securities offered: pooled Jun 9, 2022 Fact Form D
- Securities offered: pooled Jun 4, 2021 Fact Form D
- Securities offered: pooled Jun 5, 2020 Fact Form D
- Securities offered: pooled Jun 20, 2019 Fact Form D
- Office address: Fact Form D
- Office address: Fact Form D
- Office address: May 27, 2026 Fact Form D
- Office address: May 27, 2025 Fact Form D
- Office address: May 24, 2024 Fact Form D
- Office address: Jun 2, 2023 Fact Form D
- Office address: Jun 9, 2022 Fact Form D
- Office address: Jun 4, 2021 Fact Form D
- Office address: Jun 5, 2020 Fact Form D
- Office address: Jun 20, 2019 Fact Form D
- Year of incorporation: 2019 Fact Form D
- Year of incorporation: 2019 May 24, 2024 Fact Form D
- Year of incorporation: 2019 Jun 2, 2023 Fact Form D
- Year of incorporation: 2019 Jun 9, 2022 Fact Form D
- Year of incorporation: 2019 Jun 4, 2021 Fact Form D
- Year of incorporation: 2019 Jun 5, 2020 Fact Form D
- Year of incorporation: 2019 Jun 20, 2019 Fact Form D
Relationships across DFX
on 1 other DFX graph
Across the graphs
Strategy Capital Institutional Investors, L.P. is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Record history
9 dated events on the change ledger, latest event first
- Fund first reported on ADV2026-09-12source on record
- Form D filed2026-05-27source on record
- Form D filed2025-05-27source on record
+6 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.