AltMountain

Citadel Equities Fund Ltd.

Miami, FL · CIK 1727632 · Managed by Citadel Advisors LLC

Citadel Equities Fund Ltd. is a hedge fund based in Miami, Florida. According to its most recent Form D, filed May 28, 2026, the fund has sold $849,534,021 of interests to 26 investors since its first sale in Jan 2018. The minimum investment it accepts from an outside investor is $10,000,000. 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 Peter Huber; Kirk Davis; Tim Woolaver.

Performance

13F estimate · public data only

No verified returns have been reported for this fund. As a rough guide, Citadel Advisors LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +13.6% 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 +40.5% (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.

Is this your fund? Report your monthly returns · How performance works

Total raised
$849,534,021Cumulative sales reported on Form D
Investors
26
First sale
Jan 1, 2018
Minimum investment
$10,000,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Peter Huber; Kirk Davis; Tim Woolaver
Latest Form D
May 28, 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 Citadel Equities Fund Ltd.

What is the minimum investment for Citadel Equities Fund Ltd.?

According to its latest Form D, filed May 28, 2026, the minimum investment Citadel Equities Fund Ltd. accepts from an outside investor is $10,000,000.

Who can invest in Citadel Equities Fund Ltd.?

Citadel Equities Fund Ltd. 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 Citadel Equities Fund Ltd. raised?

Citadel Equities Fund Ltd. reports $849,534,021 sold from 26 investors on its Form D filed May 28, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is Citadel Equities Fund Ltd. based?

Citadel Equities Fund Ltd. is based in Miami, Florida and is managed by Citadel Advisors LLC.

When did Citadel Equities Fund Ltd. launch?

Citadel Equities Fund Ltd. reports its first sale in Jan 2018.

Size compared with every hedge fund

Raised more than 95% of the 750 hedge funds based in Florida, and more than 88% of all 10,308 that report sales.

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