SAI Institutional Legacy LP is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Jun 26, 2026, it has sold $363,710,954 of interests to 55 investors since its first sale in Oct 2017. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Casey Condron; Laura Del Prato; Thomas Vercillo.
- Total raised
- $363,710,954Cumulative sales reported on Form D
- Investors
- 55
- First sale
- Oct 31, 2017
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Casey Condron; Laura Del Prato; Thomas Vercillo
- Latest Form D
- Jun 26, 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. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Jun 26, 2026 | Form D/A (amendment) | $363,710,954 | 55 | SEC.gov ↗ |
| Jun 27, 2025 | Form D/A (amendment) | $188,434,050 | 24 | SEC.gov ↗ |
| Jun 28, 2024 | Form D/A (amendment) | $129,973,322 | 11 | SEC.gov ↗ |
| Jun 30, 2023 | Form D/A (amendment) | $116,747,893 | 8 | SEC.gov ↗ |
| Jul 1, 2022 | Form D/A (amendment) | $21,401,604 | 4 | SEC.gov ↗ |
| Jul 21, 2021 | Form D/A (amendment) | $61,996,714 | 4 | SEC.gov ↗ |
| Jul 31, 2020 | Form D/A (amendment) | $93,168,691 | 5 | SEC.gov ↗ |
| Jul 11, 2019 | Form D/A (amendment) | $90,313,390 | 4 | SEC.gov ↗ |
| May 29, 2019 | Form D/A (amendment) | $87,468,213 | 3 | SEC.gov ↗ |
| Jul 23, 2018 | Form D/A (amendment) | $68,575,646 | 3 | SEC.gov ↗ |
| Nov 7, 2017 | Form D | $31,079,320 | 2 | SEC.gov ↗ |
11 Form D filings in the SEC's electronic records (2008 onward), the earliest on Nov 7, 2017. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about SAI Institutional Legacy LP
What is the minimum investment for SAI Institutional Legacy LP?
SAI Institutional Legacy LP's latest Form D, filed Jun 26, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in SAI Institutional Legacy LP?
SAI Institutional Legacy LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has SAI Institutional Legacy LP raised?
SAI Institutional Legacy LP reports $363,710,954 sold from 55 investors on its Form D filed Jun 26, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is SAI Institutional Legacy LP based?
SAI Institutional Legacy LP is based in Boston, Massachusetts.
When did SAI Institutional Legacy LP launch?
SAI Institutional Legacy LP reports its first sale in Oct 2017.
Size compared with every private investment fund
Raised more than 80% of the 538 private investment funds based in Massachusetts, and more than 85% of all 10,333 that report sales.
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