Shellback Fund, LP
Shellback Fund, LP is a hedge fund based in Boston, Massachusetts. According to its most recent Form D, filed Jan 9, 2026, the fund has sold $604,971,602 of interests to 98 investors since its first sale in Jan 2014. The filing does not set a minimum investment. 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 Douglas Gordon; Jonathan Hilsabeck; Donald Jabro.
Performance
No verified returns have been reported for this fund. As a rough guide, Shellback Capital, LP, which manages it, disclosed U.S. stock holdings that returned an estimated +23.3% 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 +68.1% (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
- $604,971,602Cumulative sales reported on Form D
- Investors
- 98
- First sale
- Jan 1, 2014
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Douglas Gordon; Jonathan Hilsabeck; Donald Jabro
- Latest Form D
- Jan 9, 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 Shellback Fund, LP
What is the minimum investment for Shellback Fund, LP?
Shellback Fund, LP's latest Form D, filed Jan 9, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Shellback Fund, LP?
Shellback 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 Shellback Fund, LP raised?
Shellback Fund, LP reports $604,971,602 sold from 98 investors on its Form D filed Jan 9, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Shellback Fund, LP based?
Shellback Fund, LP is based in Boston, Massachusetts and is managed by Shellback Capital, LP.
When did Shellback Fund, LP launch?
Shellback Fund, LP reports its first sale in Jan 2014.
Size compared with every hedge fund
Raised more than 75% of the 474 hedge funds based in Massachusetts, and more than 84% of all 10,308 that report sales.