Form D · Hedge Fund

MEDALLION USA LP

New York, NY · CIK 0001043539

Offering snapshot reported Jul 16, 2026 · SEC filing

Reported sold: $2.3B
Investors reported: 374
Minimum accepted: $10K
First sale: Jul 1, 1997

Fundraising history

Reported sold

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$2,258,845,381 → $2,304,324,309

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 16, 2026	Amendment	$2,304,324,309	$45,478,928vs Aug 14, 2025	374	SEC filing
Aug 14, 2025	Amendment	$2,258,845,381	No comparison	Not reported	SEC filing
Aug 14, 2024	Amendment	$2,001,495,599	$234,493,518vs Aug 16, 2023	347	SEC filing
Aug 16, 2023	Amendment	$1,767,002,081	$1,292,199vs May 15, 2023	340	SEC filing
May 15, 2023	Amendment	$1,765,709,882	$736,779,743vs Aug 23, 2022	339	SEC filing
Aug 23, 2022	Amendment	$1,028,930,139	$49,757,307vs Jan 14, 2022	327	SEC filing
Jan 14, 2022	Amendment	$979,172,832	$65,934,636vs Jan 15, 2021	295	SEC filing
Jan 15, 2021	Amendment	$913,238,196	$622,519,429vs Jan 15, 2020	286	SEC filing
Jan 15, 2020	Amendment	$290,718,767	$260,000vs Nov 8, 2019	261	SEC filing
Nov 8, 2019	Amendment	$290,458,767	$11,887,607vs Mar 18, 2019	260	SEC filing
Mar 18, 2019	Amendment	$278,571,160	$36,682,683vs Mar 16, 2017	260	SEC filing
Mar 16, 2018	Amendment	$273,560,817	$31,672,340vs Mar 16, 2017	252	SEC filing
Mar 16, 2017	Amendment	$241,888,477	$44,868,197vs Mar 16, 2016	245	SEC filing
Mar 16, 2016	Amendment	$197,020,280	$536,235vs Mar 16, 2015	239	SEC filing
Mar 16, 2015	Amendment	$196,484,045	$1,154,276vs Mar 14, 2014	235	SEC filing
Mar 14, 2014	Amendment	$195,329,769	$50,084,497vs Mar 14, 2013	228	SEC filing
Mar 14, 2013	Amendment	$145,245,272	$26,687,464vs Mar 15, 2012	222	SEC filing
Mar 15, 2012	Amendment	$118,557,808	$720,518vs Mar 15, 2011	167	SEC filing
Mar 15, 2011	Amendment	$117,837,290	$10,355,381vs Mar 15, 2010	164	SEC filing
Mar 15, 2010	Amendment	$107,481,909	No comparison	162	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-122233

Source: Form D, filed Jul 16, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

MEDALLION HOLDINGS LLC

Investment adviser: RENAISSANCE TECHNOLOGIES LLC

Gross asset value: $61.2B
Beneficial owners: 549
ADV minimum commitment: $25K

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States Other funds reporting this name →

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No Other funds reporting this name →

Custodian WELLS FARGO BANK, N.A. SIOUX FALLS, South Dakota, United States Related to adviser: No Other funds reporting this name →

Prime broker THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$52,049,278,118	0	Mar 31, 2022
2022	$48,195,842,272	0	Mar 30, 2023
2023	$43,007,560,348	0	Mar 27, 2024
2024	$51,008,101,487	520	Mar 28, 2025
2025	$61,177,067,368	549	Mar 30, 2026

Filing source

Form ADV 2117042 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-4961509683

Reported by RENAISSANCE TECHNOLOGIES LLC (CRD 106661).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Name	Reported role
Dr. Paul Broder	Director
Peter P. Brophy	Executive
Dr. Peter F. Brown	Director, Executive
Brian Felczak	Executive
Mark Heising	Director
Edward Hubner	Executive
Dr. Henry Laufer	Director
Dr. David Lippe	Director, Executive
Dr. Robert Lourie	Director
Dr. Robert L. Mercer	Executive
Tiffany T. Michel	Executive
James S. Rowen	Executive
Mark Silber	Director
Nathaniel H. Simons	Director
Dr. James H. Simons	Director
Dr. Marilyn Simons	Director
Anne K. Small	Director, Executive
Dr. Alan Stange	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Renaissance Technologies Llc 520 Madison Avenue
New York, NY, 10022