Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Funds / Babson Capital Global Umbrella Fund Plc

Babson Capital Global Umbrella Fund Plc

FundraisingEvergreen or indefinite offeringFundADV: Other Private FundBaringsIreland
Amounts, each with its basis
Vintage
2011basis: 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 021-156912, sworn by the adviser or filed under this vehicle
Form D sold
$16Bas of the filing of Feb 10, 2026, 512 investors
First sale
May 27, 2011
Reported GAV
$10Bon the Form ADV filed Mar 27, 2024; the fund's assets, never its size or dry powder
Owners (ADV)
442
Reported on ADV
Oct 5, 2018 to Mar 27, 2024
Fundraising evidence
Evergreen or indefinite offering
Form D filed or amended 2026-02-10: offering indefinite, sold $16.4bn (fr-1)
evidence dated Feb 10, 2026. A 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.
Lifecycle
Fundraising
Form D within 18 months and the offering is not sold out
first sale: 2011-05-27vintage year: $2,011adv gav as of: 2024-03-27vintage basis: form_d_first_saleform d sold usd: $16Bform d offering usd: n/aform d latest filed at: 2026-02-10
The fund's own reporting through time
40 Form ADV filings
FiledTypeGross asset value OwnersMin. investmentAdviser-ownedAudit
Mar 29, 2012Other Private Fund$131M
8$1.0M29%yes
May 29, 2012Other Private Fund$131M
8$1.0M29%yes
Mar 28, 2013Other Private Fund$194M
13$1.0M24%yes
Apr 8, 2013Other Private Fund$194M
13$1.0M24%yes
Mar 28, 2014Other Private Fund$147M
15$100,00017%yes
Jul 31, 2014Other Private Fund$147M
15$100,00017%yes
Dec 11, 2014Other Private Fund$147M
15$100,00017%yes
Feb 2, 2015Other Private Fund$147M
15$100,00017%yes
Mar 25, 2015Other Private Fund$539M
23$100,0004%yes
Mar 31, 2015Other Private Fund$539M
23$100,0004%yes
Mar 24, 2016Other Private Fund$935M
51$100,00048%yes
Apr 11, 2016Other Private Fund$935M
51$100,00048%yes
Jul 1, 2016Other Private Fund$935M
51$100,00048%yes
Sep 19, 2016Other Private Fund$935M
51$100,00048%yes
Sep 20, 2016Other Private Fund$935M
51$100,00048%yes
Dec 5, 2016Other Private Fund$935M
51$100,00048%yes
Dec 6, 2016Other Private Fund$935M
51$100,00048%yes
Mar 29, 2017Other Private Fund$2.2B
175$100,0007%yes
May 19, 2017Other Private Fund$2.2B
175$100,0007%yes
Oct 9, 2017Other Private Fund$2.2B
175$100,0007%yes
Jan 5, 2018Other Private Fund$2.2B
175$100,0007%yes
Mar 29, 2018Other Private Fund$3.3B
347$100,0009%yes
Sep 26, 2018Other Private Fund$3.3B
347$100,0009%yes
Oct 1, 2018Other Private Fund$3.3B
347$100,0009%yes
Oct 5, 2018Other Private Fund$3.7B
347$100,0009%yes
Oct 19, 2018Other Private Fund$3.8B
347$100,0009%yes
Oct 19, 2018Other Private Fund$3.3B
347$100,0009%yes
Oct 19, 2018Other Private Fund$3.3B
347$100,0009%yes
Jan 24, 2019Other Private Fund$4.0B
347$100,00010%yes
Mar 29, 2019Other Private Fund$4.0B
347$100,00010%yes
Sep 5, 2019Other Private Fund$4.0B
347$100,00010%yes
Mar 30, 2021Other Private Fund$8.7B
50$1,0001%yes
Mar 30, 2022Other Private Fund$14B
4$1,0001%yes
Mar 30, 2023Other Private Fund$8.5B
396$1,0005%yes
May 25, 2023Other Private Fund$8.5B
396$1,0005%yes
May 31, 2023Other Private Fund$8.5B
396$1,0005%yes
Aug 28, 2023Other Private Fund$8.5B
396$1,0005%yes
Sep 13, 2023Other Private Fund$8.5B
396$1,0005%yes
Oct 3, 2023Other Private Fund$8.5B
396$1,0005%yes
Mar 27, 2024Other Private Fund$10B
442$1,0006%yes
Principals and agents
27 principals on Form D, 1 placement agents
Limited partners and their reported performance
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.
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
18 events
  1. Feb 10, 2026
    Barings Umbrella Fund plc filed Form D/A: $16,413,934,063 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  2. Feb 10, 2025
    Barings Umbrella Fund plc filed Form D/A: $15,101,322,439 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  3. Feb 8, 2024
    Barings Umbrella Fund plc filed Form D/A: $13,869,321,246 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  4. Feb 6, 2023
    Barings Umbrella Fund plc filed Form D/A: $12,877,201,608 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  5. Feb 2, 2022
    Barings Umbrella Fund plc filed Form D/A: $12,400,366,386 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  6. Jan 20, 2021
    Barings Umbrella Fund plc filed Form D/A: $11,311,494,529 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  7. Jan 17, 2020
    Barings Umbrella Fund plc filed Form D/A: $10,433,414,143 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  8. Mar 29, 2019
    Babson Capital Global Umbrella Fund Plc no longer reported on Form ADV by Barings (U.K.) Limited
    Fund no longer reported Inference SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Jan 18, 2019
    Barings Umbrella Fund plc filed Form D/A: $6,595,127,241 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  10. Jan 18, 2018
    Barings Umbrella Fund plc filed Form D/A: $4,162,095,012 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  11. Jan 18, 2017
    Barings Umbrella Fund plc filed Form D/A: $2,231,047,308 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  12. Mar 14, 2016
    Babson Capital Global Umbrella Fund plc filed Form D/A: $1,129,179,887 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  13. Mar 12, 2015
    Babson Capital Global Umbrella Fund plc filed Form D/A: $791,288,986 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  14. Mar 12, 2014
    Babson Capital Global Umbrella Fund plc filed Form D/A: $299,484,339 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  15. Mar 12, 2013
    Babson Capital Global Umbrella Fund plc filed Form D/A: $154,532,002 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  16. Mar 29, 2012
    Babson Capital Global Umbrella Fund Plc first reported on Form ADV by Babson Capital Europe Limited (Other Private Fund), GAV $130,775,638
    Fund first reported on Form ADV Fact SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Mar 16, 2012
    Babson Capital Global Umbrella Fund plc filed Form D/A: $142,610,447 sold (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  18. Mar 17, 2011
    Babson Capital Global Umbrella Fund plc filed Form D: no sales yet (indefinite offering), Other Investment Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
245 observations
Every observation on this vehicle