Portolan Equity Fund, LP
Portolan Equity Fund, LP is a hedge fund based in Boston, Massachusetts. According to its most recent Form D, filed Apr 6, 2026, the fund has sold $450,265,861 of interests to 100 investors since its first sale in Apr 2012. The minimum investment it accepts from an outside investor is $286,000. 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 George McCabe; Betsy Flaherty; Portolan Capital Management, LLC.
Performance
No verified returns have been reported for this fund. As a rough guide, Portolan Capital Management, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +32.6% 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 +79.6% (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
- $450,265,861Cumulative sales reported on Form D
- Investors
- 100
- First sale
- Apr 1, 2012
- Minimum investment
- $286,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- George McCabe; Betsy Flaherty; Portolan Capital Management, LLC
- Latest Form D
- Apr 6, 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 Portolan Equity Fund, LP
What is the minimum investment for Portolan Equity Fund, LP?
According to its latest Form D, filed Apr 6, 2026, the minimum investment Portolan Equity Fund, LP accepts from an outside investor is $286,000.
Who can invest in Portolan Equity Fund, LP?
Portolan Equity Fund, 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 Portolan Equity Fund, LP raised?
Portolan Equity Fund, LP reports $450,265,861 sold from 100 investors on its Form D filed Apr 6, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Portolan Equity Fund, LP based?
Portolan Equity Fund, LP is based in Boston, Massachusetts and is managed by Portolan Capital Management, LLC.
When did Portolan Equity Fund, LP launch?
Portolan Equity Fund, LP reports its first sale in Apr 2012.
Size compared with every hedge fund
Raised more than 69% of the 474 hedge funds based in Massachusetts, and more than 80% of all 10,308 that report sales.