Form D · Other Investment Fund

Jasper Ridge Diversified (Tax Exempt), L.P.

Fort Worth, TX · CIK 0001611991

Offering snapshot reported Sep 4, 2026 · SEC filing

Reported sold
$3.06B
Indefinite offering
Investors reported
46
Form D · investor count
Minimum accepted
$10M
Reported outside-investor minimum
First sale
Jun 30, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.53B$3.06BSep 5, 2025: $2,976,785,777.00Sep 5, 2025Sep 4, 2026: $3,063,735,777.00Sep 4, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$2,976,785,777 → $3,063,735,777

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 4, 2026Amendment$3,063,735,777$86,950,000vs Sep 5, 202546SEC filing
Sep 5, 2025Amendment$2,976,785,777No comparisonNot reportedSEC filing
Sep 6, 2024Amendment$2,797,594,187$157,884,000vs Sep 8, 202341SEC filing
Sep 8, 2023Amendment$2,639,710,187-$49,927,454vs Sep 9, 202235SEC filing
Sep 9, 2022Amendment$2,689,637,641$463,597,492vs Sep 10, 202125SEC filing
Sep 10, 2021Amendment$2,226,040,149No comparisonNot reportedSEC filing
Sep 11, 2020Amendment$1,599,108,381$91,614,851vs Sep 12, 201917SEC filing
Sep 12, 2019Initial$1,507,493,530No comparison16SEC filing
Sep 13, 2018Initial$1,289,764,886No comparison13SEC filing
Sep 14, 2017Initial$1,211,292,255No comparison12SEC filing
Sep 15, 2016Initial$748,659,241No comparison10SEC filing
Sep 17, 2015Amendment$430,264,556$419,014,556vs Sep 19, 20147SEC filing
Sep 19, 2014Amendment$11,250,000No comparison2SEC filing
Jun 26, 2014InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-348651

Source: Form D, filed Sep 4, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

JASPER RIDGE DIVERSIFIED (TAX-EXEMPT), L.P.

Investment adviser: JASPER RIDGE PARTNERS, L.P.

Gross asset value
$3.87B
Beneficial owners
33
ADV minimum commitment
$10M

Reported in Form ADV on Aug 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP FT WORTH, Texas, United States
Custodian BNY MELLON, NATIONAL ASSOCIATION BOSTON, Massachusetts, United States Related to adviser: No
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS INTERNATIONAL LONDON, United Kingdom Related to adviser: No
Custodian J. P. MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Custodian WILMINGTON TRUST, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

Filing source

Form ADV 2115073 · Aug 4, 2026 · Schedule D 7.B.(1), fund 805-2749967660

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
James N Alexander Executive
Linda M Assante Executive
David S Bizer Executive
Cori K Duncan Executive
Raymond Durham Executive
John H Fant Executive
Richard J Hayes Executive
Llc Jasper Ridge Diversified (Tax Exempt) Mgp, Executive
Llc Jasper Ridge Diversified (Tax Exempt/Offshore) Mgp, Executive
Lp Jasper Ridge Partners, Promoter
Erin C Mc Daniel Executive
Erin C Mc Daniel Roach Executive
Jack A Muhlbeier Executive
George D Phipps Executive
Julie Porter Executive
Rajesh Swaminathan Executive
Jeremy M Wolfe Executive
Mark A Wolfson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
201 Main Street Suite 1000
Fort Worth, TX, 76102