Citadel Equities Fund LLC
Citadel Equities Fund LLC is a hedge fund based in Miami, Florida. According to its most recent Form D, filed May 28, 2026, the fund has sold $991,352,298 of interests to 26 investors since its first sale in Jan 2018. The minimum investment it accepts from an outside investor is $10,000,000. 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 Gerald Beeson; Kenneth Griffin.
Performance
No verified returns have been reported for this fund. As a rough guide, Citadel Advisors LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +13.6% 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 +40.5% (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.
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- Total raised
- $991,352,298Cumulative sales reported on Form D
- Investors
- 26
- First sale
- Jan 1, 2018
- Minimum investment
- $10,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Gerald Beeson; Kenneth Griffin
- Latest Form D
- May 28, 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 Citadel Equities Fund LLC
What is the minimum investment for Citadel Equities Fund LLC?
According to its latest Form D, filed May 28, 2026, the minimum investment Citadel Equities Fund LLC accepts from an outside investor is $10,000,000.
Who can invest in Citadel Equities Fund LLC?
Citadel Equities Fund LLC 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 Citadel Equities Fund LLC raised?
Citadel Equities Fund LLC reports $991,352,298 sold from 26 investors on its Form D filed May 28, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Citadel Equities Fund LLC based?
Citadel Equities Fund LLC is based in Miami, Florida and is managed by Citadel Advisors LLC.
When did Citadel Equities Fund LLC launch?
Citadel Equities Fund LLC reports its first sale in Jan 2018.
Size compared with every hedge fund
Raised more than 96% of the 750 hedge funds based in Florida, and more than 90% of all 10,307 that report sales.