HBK Merger Strategies Offshore Fund Ltd.
HBK Merger Strategies Offshore Fund Ltd. is a hedge fund based in Dallas, Texas. According to its most recent Form D, filed Jul 1, 2026, the fund has sold $1,401,254,770 of interests to 107 investors since its first sale in Dec 2014. The minimum investment it accepts from an outside investor is $100,000. 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 Jarkko Matilainen; HBK Investments L.P; Heather Harris.
Performance
No verified returns have been reported for this fund. As a rough guide, HBK Capital Management, which manages it, disclosed U.S. stock holdings that returned an estimated -8.6% 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 -8.1% (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
- $1,401,254,770Cumulative sales reported on Form D
- Investors
- 107
- First sale
- Dec 1, 2014
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jarkko Matilainen; HBK Investments L.P; Heather Harris
- Latest Form D
- Jul 1, 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 HBK Merger Strategies Offshore Fund Ltd.
What is the minimum investment for HBK Merger Strategies Offshore Fund Ltd.?
According to its latest Form D, filed Jul 1, 2026, the minimum investment HBK Merger Strategies Offshore Fund Ltd. accepts from an outside investor is $100,000.
Who can invest in HBK Merger Strategies Offshore Fund Ltd.?
HBK Merger Strategies Offshore 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 HBK Merger Strategies Offshore Fund Ltd. raised?
HBK Merger Strategies Offshore Fund Ltd. reports $1,401,254,770 sold from 107 investors on its Form D filed Jul 1, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is HBK Merger Strategies Offshore Fund Ltd. based?
HBK Merger Strategies Offshore Fund Ltd. is based in Dallas, Texas and is managed by HBK Capital Management.
When did HBK Merger Strategies Offshore Fund Ltd. launch?
HBK Merger Strategies Offshore Fund Ltd. reports its first sale in Dec 2014.
Size compared with every hedge fund
Raised more than 97% of the 631 hedge funds based in Texas, and more than 93% of all 10,308 that report sales.