DFX Intelligence
Coatue Early Stage Fund LP
As of · the latest observation of this vehicle; each figure below carries its own filing date
HarvestFundraising status unknownADV: Venture Capital Fund
As of · the latest observation of this vehicle; each figure below carries its own filing date
10 additional placement agents
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- +23%reported GAV
Reported gross assets rose from $1.42B to $1.75B between the Form ADV filings of 25 Nov 2024 and 29 Jul 2026.
The fund's assets as the adviser swears them, never its size or dry powder.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2018basis: 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 021-326169, sworn by the adviser or filed under this vehicle
- Form D sold
- $707Mas of the filing of Nov 20, 2019, 156 investors
- First sale
- Dec 21, 2018
- Reported GAV
- $1.7Bon the Form ADV filed Jul 29, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 157
- Reported on ADV
- Mar 29, 2019 to Jul 29, 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.Unknown
latest Form D 2019-11-20, older than 15 months (fr-1)
evidence dated Nov 20, 2019.
Lifecycle
Harvest
Lifecycle
vintage over 7 years, still reported
age years: 8first sale: Dec 21, 2018vintage year: 2018adv gav as of: Jul 29, 2026vintage basis: Form d first saleform d sold: $707Mform d offering: n/aform d latest filed at: Nov 20, 2019
The fund's own reporting through time
19 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 29, 2019 | Venture Capital Fund | $700M | 135 | $5.0M | 11% | yes | |
| May 23, 2019 | Venture Capital Fund | $700M | 135 | $5.0M | 11% | yes | |
| Mar 27, 2020 | Venture Capital Fund | $719M | 158 | $5.0M | 9% | yes | |
| May 21, 2020 | Venture Capital Fund | $719M | 158 | $5.0M | 9% | yes | |
| Nov 27, 2020 | Venture Capital Fund | $719M | 158 | $5.0M | 9% | yes | |
| Jan 29, 2021 | Venture Capital Fund | $719M | 158 | $5.0M | 9% | yes | |
| Mar 29, 2021 | Venture Capital Fund | $570M | 159 | $5.0M | 11% | yes | |
| Apr 19, 2021 | Venture Capital Fund | $828M | 160 | $5.0M | 13% | yes | |
| May 11, 2021 | Venture Capital Fund | $828M | 160 | $5.0M | 13% | yes | |
| Feb 16, 2022 | Venture Capital Fund | $828M | 160 | $5.0M | 13% | yes | |
| Mar 30, 2022 | Venture Capital Fund | $1.9B | 159 | $5.0M | 23% | yes | |
| May 13, 2022 | Venture Capital Fund | $2.4B | 165 | $5.0M | 24% | yes | |
| Mar 30, 2023 | Venture Capital Fund | $1.7B | 163 | $5.0M | 22% | yes | |
| May 26, 2023 | Venture Capital Fund | $1.4B | 164 | $5.0M | 20% | yes | |
| Mar 29, 2024 | Venture Capital Fund | $1.4B | 156 | $5.0M | 21% | yes | |
| May 21, 2024 | Venture Capital Fund | $1.4B | 156 | $5.0M | 21% | yes | |
| Nov 13, 2024 | Venture Capital Fund | $1.4B | 156 | $5.0M | 21% | yes | |
| Nov 25, 2024 | Venture Capital Fund | $1.4B | 156 | $5.0M | 21% | yes | |
| Jul 29, 2026 | Venture Capital Fund | $1.7B | 157 | $5.0M | 24% |
Principals and agents
2 principals on Form D, 1 placement agents
- -- -- Coatue Management, L.L.C. Executive Officer/Promoter
- -- -- Coatue Early Stage GP LLC Executive Officer/Promoter
- J.P. Morgan Securities LLC placement agent
Service providers
13 named on Form ADV Schedule D and Form D
- AuditorKPMG · NEW YORK, New York, United StatesForm ADV filed Jul 29, 2026 reports.adviserinfo.sec.gov
- AdministratorMorgan Stanley · PURCHASE, New York, United StatesForm ADV filed Jul 29, 2026 reports.adviserinfo.sec.gov
- CustodianCOINBASE CUSTODY TRUST COMPANY, LLC · NEW YORK, New York, United StatesForm ADV filed Jul 29, 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.2 relationships, public pensions and the allocator graph, each counted once
| Allocator | Type | Amount | Date | Source |
|---|---|---|---|---|
| The David Geffen Foundation | FOUNDATION | $3.1M fair value on the foundation's return | reported as of Dec 31, 2024 | Fact IRS Form 990 / 990-PF e-file returns |
| Circle of Service Foundation | FOUNDATION | $3.7M fair value on the foundation's return | reported as of Dec 31, 2024 | Fact IRS Form 990 / 990-PF e-file returns |
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
3 events
- Nov 20, 2019Coatue Early Stage Fund LP filed Form D/A: $706,500,000 sold (indefinite offering), Venture Capital FundForm D filed Fact Form D
- Mar 29, 2019Coatue Early Stage Fund LP first reported on Form ADV by Coatue Management, L.L.C. (Venture Capital Fund), GAV $700,000,000Fund first reported on Form ADV Fact Form ADV
- Nov 20, 2018Coatue Early Stage Fund LP filed Form D: no sales yet (indefinite offering), Venture Capital FundForm D filed Fact Form D
Evidence
47 observations
Every observation on this vehicle
- Entity type: Limited Partnership Fact Form D
- Entity type: Limited Partnership Nov 20, 2019 Fact Form D
- Entity type: Limited Partnership Nov 20, 2018 Fact Form D
- Form D fund type: Venture Capital Fund Fact Form D
- Form D fund type: Venture Capital Fund Nov 20, 2019 Fact Form D
- Form D fund type: Venture Capital Fund Nov 20, 2018 Fact Form D
- Form D industry group: Pooled Investment Fund Fact Form D
- Form D industry group: Pooled Investment Fund Nov 20, 2019 Fact Form D
- Form D industry group: Pooled Investment Fund Nov 20, 2018 Fact Form D
- Amendment: true Fact Form D
- Amendment: true Nov 20, 2019 Fact Form D
- Amendment: false Nov 20, 2018 Fact Form D
- Revenue range (Form D): Decline to Disclose Fact Form D
- Revenue range (Form D): Decline to Disclose Nov 20, 2019 Fact Form D
- Revenue range (Form D): Decline to Disclose Nov 20, 2018 Fact Form D
- Incorporated: withinFiveYears Fact Form D
- Incorporated: withinFiveYears Nov 20, 2019 Fact Form D
- Incorporated: withinFiveYears Nov 20, 2018 Fact Form D
- Jurisdiction: Delaware Fact Form D
- Jurisdiction: Delaware Nov 20, 2019 Fact Form D
- Jurisdiction: Delaware Nov 20, 2018 Fact Form D
- Amount sold (Form D): $707M Fact Form D
- Amount sold (Form D): $707M Nov 20, 2019 Fact Form D
- Amount sold (Form D): $0 Nov 20, 2018 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Nov 20, 2019 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Nov 20, 2018 Fact Form D
- First sale: 2018-12-21 Fact Form D
- First sale: 2018-12-21 Nov 20, 2019 Fact Form D
- Indefinite offering: true Fact Form D
- Indefinite offering: true Nov 20, 2019 Fact Form D
- Indefinite offering: true Nov 20, 2018 Fact Form D
- Investors (Form D): 156 Fact Form D
- Investors (Form D): 156 Nov 20, 2019 Fact Form D
- Investors (Form D): 0 Nov 20, 2018 Fact Form D
- Minimum investment (Form D): 0 Fact Form D
- Minimum investment (Form D): 0 Nov 20, 2019 Fact Form D
- Minimum investment (Form D): 0 Nov 20, 2018 Fact Form D
- Securities offered: Equity, pooled Fact Form D
- Securities offered: Equity, pooled Nov 20, 2019 Fact Form D
- Securities offered: Equity, pooled Nov 20, 2018 Fact Form D
- Office address: Fact Form D
- Office address: Nov 20, 2019 Fact Form D
- Office address: Nov 20, 2018 Fact Form D
- Year of incorporation: 2018 Fact Form D
- Year of incorporation: 2018 Nov 20, 2019 Fact Form D
- Year of incorporation: 2018 Nov 20, 2018 Fact Form D
Relationships across DFX
on 3 other DFX graphs
Across the graphs
Coatue Early Stage Fund LP is the same institution as 3 records in Allocators, RIA and Wealth and Family Offices.
Allocators1RIA and Wealth1Family Offices1
DFX found 3 relationships across 3 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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Record history
3 dated events on the change ledger, latest event first
- Form D filed2019-11-20source on record
- Fund first reported on ADV2019-03-29source on record
- Form D filed2018-11-20source on record
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.