About Investcorp
Investcorp is a private equity firm based in New York, NY. Since March 2009 it has filed Form D notices for 21 funds and 12 related vehicles. The largest, Investcorp Balanced Fund Ltd., reported $3.97B raised from 184 investors.
Funds
Investcorp has 21 funds on file with the SEC, plus 12 feeder, opportunity or co-investment vehicles. The funds have reported $10.09B raised.
Funds (SEC Form D)
| Fund | First filed | Amount raised | Target | Investors |
|---|---|---|---|---|
| Investcorp Technology Partners V-Lux, SCSpPrivate equity fund · 3(c)(7) · Form D ↗ | Jun 17, 2024 | $7,500,000 | $500,000,000 | 1 |
| Investcorp Strategic Capital Partners II-B, L.P.Other investment fund · 3(c)(7) · Form D/A ↗ | Sep 28, 2023 | $103,705,000Sep 2023: $0 Sep 2024: $3.2M Sep 2025: $103.7M | Not set | 19 |
| Investcorp Strategic Capital Partners II-A, L.P.Other investment fund · 3(c)(7) · Form D/A ↗ | Jun 30, 2023 | $398,935,891Jun 2023: $0 Jul 2024: $103.7M Jul 2025: $398.9M | Not set | 94 |
| Investcorp North American Private Equity Realization Fund 2022, L.P.Private equity fund · 3(c)(7) · Form D ↗ | Feb 15, 2023 | None yet | Not set | — |
| Investcorp North American Private Equity Fund I, L.P.Private equity fund · 3(c)(7) · Form D/A ↗ | Feb 17, 2021 | $76,315,000Feb 2021: $0 Feb 2022: $71.3M Feb 2023: $76.3M | Not set | 31 |
| Investcorp Strategic Capital Partners A, L.P.Private equity fund · 3(c)(7) · Form D/A ↗ | Nov 14, 2019 | $24,936,700Nov 2019: $0 Nov 2020: $12.4M Nov 2021: $24.9M | Not set | 7 |
| Investcorp Strategic Capital Partners, L.P.Private equity fund · 3(c)(7) · Form D/A ↗ | Nov 14, 2019 | $312,229,232Nov 2019: $0 Nov 2020: $162.2M Nov 2021: $312.2M | Not set | 26 |
| Investcorp Emerging Alpha Fund SPCHedge fund · 3(c)(7) · Form D/A ↗ | Oct 26, 2017 | $252,731,675Oct 2017: $193.7M Oct 2018: $217.1M Oct 2019: $252.7M | Not set | 5 |
| Investcorp Kingsguard Global Macro Fixed Income Fund Ltd.Hedge fund · 3(c)(7) · Form D ↗ | Jan 3, 2013 | $50,000,000 | Not set | 3 |
| Investcorp Real Estate Credit Fund Iii, LPOther investment fund · 3(c)(7) · Form D/A ↗ | Jun 19, 2012 | $100,000,000 | Not set | 3 |
| Investcorp Balanced Fund Ltd.Hedge fund · 3(c)(7) · Form D/A ↗ | Oct 23, 2009 | $3,977,924,951Oct 2009: $2.65B Oct 2010: $3.84B May 2012: $3.91B May 2013: $3.97B | Not set | 184 |
| Investcorp Silverback Opportunistic Convertible Fund Ltd.Hedge fund · 3(c)(7) · Form D ↗ | Sep 25, 2009 | $101,000,000 | Not set | 5 |
| Investcorp Stoneworks Global Macro Fund Ltd.Hedge fund · 3(c)(7) · Form D/A ↗ · 2 offerings | Sep 25, 2009 | $1,081,807,180Earlier: $375.6M Earlier: $706.1M | Not set | 86 |
| Investcorp WMG Asia Fund Ltd.Hedge fund · 3(c)(7) · Form D/A ↗ | Sep 25, 2009 | $155,679,000 | Not set | 14 |
| Investcorp Interlachen Multi-Strategy Fund LLCHedge fund · 3(c)(7) · Form D/A ↗ | Mar 16, 2009 | $210,983,510Mar 2009: $191.4M Mar 2009: $191.7M Mar 2010: $204.6M Mar 2011: $210.9M Mar 2012: $210.9M | Not set | 46 |
| Investcorp Fixed Income Relative Value Fund Ltd.Hedge fund · 3(c)(7) · Form D/A ↗ · 2 offerings | Mar 16, 2009 | $790,808,844Earlier: $357.1M Earlier: $433.6M | Not set | 20 |
| Investcorp Interlachen Multi-Strategy Fund Ltd.Hedge fund · 3(c)(7) · Form D/A ↗ | Mar 16, 2009 | $919,669,100Mar 2009: $859.0M Mar 2010: $879.7M Mar 2011: $912.4M Mar 2012: $919.6M | Not set | 103 |
| Investcorp Event Driven Hedge Fund Ltd.Hedge fund · 3(c)(7) · Form D/A ↗ | Mar 16, 2009 | $566,458,216Mar 2009: $601.5M Mar 2010: $450.1M Mar 2011: $540.2M Mar 2012: $558.4M Mar 2014: $566.4M | Not set | 136 |
| Investcorp European Hedge Equities Fund Ltd.Hedge fund · 3(c)(7) · Form D/A ↗ | Mar 16, 2009 | $919,512,661Mar 2009: $843.9M Mar 2010: $844.4M Mar 2011: $919.5M | Not set | 83 |
| Investcorp Hawkstone Europe L/s Fund, Ltd.Hedge fund · 3(c)(7) · Form D ↗ | Mar 11, 2009 | $42,993,551 | Not set | 1 |
| Investcorp Hawkstone Europe L/s Fund LPHedge fund · 3(c)(7) · Form D ↗ | Mar 10, 2009 | None yet | Not set | — |
Amounts and investor counts come from each fund's latest Form D or amendment; the dated lines under an amount show what earlier filings reported. "Not set" means the fund did not give a target. Form D does not report returns.
Feeder, opportunity and co-investment vehicles (12)
| Vehicle | Kind | First filed | Amount raised | Investors | Filing |
|---|---|---|---|---|---|
| Investcorp Spark II Co-Invest Fund B, L.P. | Co-investment vehicle | Oct 13, 2026 | — | — | Form D ↗ |
| Investcorp Spark II Co-Invest Fund, L.P. | Co-investment vehicle | Oct 13, 2026 | — | — | Form D ↗ |
| Investcorp Fortis Co-Invest Fund B, L.P. | Co-investment vehicle | Sep 24, 2026 | $21,900,000 | 3 | Form D ↗ |
| Investcorp Fortis Co-Invest Fund L.P. | Co-investment vehicle | Sep 24, 2026 | $32,800,000 | 4 | Form D ↗ |
| Investcorp Carlton Co-Invest Fund, L.P. | Co-investment vehicle | Jun 18, 2025 | — | — | Form D ↗ |
| Investcorp Spark Co-Invest Fund, L.P. | Co-investment vehicle | Mar 26, 2024 | — | — | Form D ↗ |
| Investcorp North American Private Equity Parallel Fund I-B, L.P. | Feeder or parallel fund | Feb 17, 2021 | $10,000,000 | 4 | Form D ↗ |
| Investcorp North American Private Equity Parallel Fund I, L.P. | Feeder or parallel fund | Feb 17, 2021 | $117,940,000 | 18 | Form D ↗ |
| Investcorp HC Tech Offshore Fund, Ltd. | Feeder or parallel fund | Apr 15, 2020 | $74,500,000 | 4 | Form D ↗ |
| Investcorp Special Opportunities Italian Distressed Loan Offshore Fund II LP | Feeder or parallel fund | Nov 6, 2019 | $143,960,000 | 3 | Form D ↗ |
| Investcorp HC Tech Onshore Fund, LP | Feeder or parallel fund | Oct 15, 2019 | $4,800,000 | 11 | Form D ↗ |
| Investcorp Ballast Long/short U.s. Opportunity Fund Ltd. | Opportunity fund | Sep 21, 2012 | $50,621,800 | 2 | Form D ↗ |
These vehicles usually hold a single investment or a small group of them. Their filings do not name the companies they hold.
Portfolio Companies
Companies where a Investcorp partner sits on the board, according to the company's own Form D. A board seat usually comes with an investment, but Form D does not list investors.
| Company | Location | Investcorp director | On the board | Latest raise |
|---|---|---|---|---|
| ProrataAI, Inc. | Pasadena, CA | Nick Thompson | 2025–2026 | $13.4M ↗Mar 2026 |
| Standard Carbon Technology Inc. | New York, NY | Kris Haber | 2025 | $6.4M ↗Apr 2025 |
| Laconic Infrastructure Partners Inc. | Chicago, IL | Jessica Sohl, Joseph Niciforo | 2024 | $370K ↗Aug 2024 |
People
Partners and officers named on Investcorp's fund filings.
Sources
- SECEvery Form D filing behind this page is linked in the tables above.