AltMountain

Capstone Global (US), LP

New York, NY · CIK 1407445 · Managed by Capstone Investment Advisors, LLC

Capstone Global (US), LP is a hedge fund based in New York, New York. According to its most recent Form D, filed May 21, 2026, the fund has sold $1,474,155,231 of interests to 65 investors since its first sale in Jun 2007. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Capstone Investment Advisors, LLC; Capstone Fund Services, LLC; Paul Britton.

Performance

13F estimate · public data only

No returns have been reported for this fund. As a rough guide, Capstone Investment Advisors, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +7.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +55.9% (S&P 500: +37.2%).

This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.

Is this your fund? Report your monthly returns · How performance works

Total raised
$1,474,155,231Cumulative sales reported on Form D
Investors
65
First sale
Jun 25, 2007
Minimum investment
$100,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Capstone Investment Advisors, LLC; Capstone Fund Services, LLC; Paul Britton
Latest Form D
May 21, 2026

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Capstone Global (US), LP

What is the minimum investment for Capstone Global (US), LP?

According to its latest Form D, filed May 21, 2026, the minimum investment Capstone Global (US), LP accepts from an outside investor is $100,000.

Who can invest in Capstone Global (US), LP?

Capstone Global (US), LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Capstone Global (US), LP raised?

Capstone Global (US), LP reports $1,474,155,231 sold from 65 investors on its Form D filed May 21, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is Capstone Global (US), LP based?

Capstone Global (US), LP is based in New York, New York and is managed by Capstone Investment Advisors, LLC.

When did Capstone Global (US), LP launch?

Capstone Global (US), LP reports its first sale in Jun 2007.

Size compared with every hedge fund

Raised more than 92% of the 2,545 hedge funds based in New York, and more than 93% of all 10,309 that report sales.

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