Investment adviser · CRD 151191

M3F, INC.

Investment adviser filing (IA)

SALT LAKE CITY, UT, United States · Form ADV filed Mar 17, 2026

Regulatory AUM
$778M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$778,164,779100.0%
Filing source

Form ADV 2055297 · Mar 17, 2026 · Item 5.D

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

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

M3 PARTNERS, LPHedge Fund · Last reported Mar 17, 2026$778MGross asset value

Form D fundraising filings

M3 PARTNERS LP

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian SUNWEST BANK SANDY, Utah, United States Related to adviser: No
Custodian WELLS FARGO SECURITIES, LLC CHARLOTTE, North Carolina, United States Related to adviser: No
Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

WELLS FARGO SECURITIES, LLC
SEC 8-65876

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source
Fund ID
805-4264783244
Reported beneficial owners
73
Minimum commitment
$1M
Form D file number
021-244387

Form ADV 2055297 · Mar 17, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Mar 17, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

2070 E 2100 S, SUITE 250
SALT LAKE CITY, UT, 84109, United States

CRD 151191

Filing source

Form ADV 2055297 · Mar 17, 2026 · Items 1 & 5

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