Form D · Hedge Fund
BODLEIAN PARTNERS B, L.P.
Roseland, NJ · CIK 0001272840
Offering snapshot reported Mar 25, 2026 · SEC filing
- Reported sold
- $323M Indefinite offering
- Investors reported
- 329 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 1, 2004 As reported in this filing
Fundraising history
Reported soldDates 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$221,905,536 → $322,845,067
- Reported investors199 → 329
- Minimum accepted$1,000,000 → $0
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 25, 2026 | Amendment | $322,845,067 | $100,939,531vs Mar 9, 2012 | 329 | SEC filing |
| Mar 25, 2025 | Amendment | $322,755,067 | $100,849,531vs Mar 9, 2012 | 329 | SEC filing |
| Mar 25, 2024 | Amendment | $322,546,916 | $100,641,380vs Mar 9, 2012 | 329 | SEC filing |
| Mar 23, 2023 | Amendment | $322,546,916 | $100,641,380vs Mar 9, 2012 | 329 | SEC filing |
| Mar 22, 2022 | Amendment | $322,546,916 | $10,612,188vs Mar 23, 2021 | 329 | SEC filing |
| Mar 23, 2021 | Amendment | $311,934,728 | $1,000,000vs Mar 31, 2020 | 322 | SEC filing |
| Mar 31, 2020 | Amendment | $310,934,728 | $0vs Jul 3, 2019 | 320 | SEC filing |
| Jul 3, 2019 | Amendment | $310,934,728 | $1,666,618vs Mar 29, 2019 | 320 | SEC filing |
| Jul 3, 2019 | Amendment | $310,934,728 | $1,666,618vs Mar 29, 2019 | 320 | SEC filing |
| Mar 29, 2019 | Amendment | $309,268,110 | $6,550,000vs Mar 30, 2018 | 320 | SEC filing |
| Mar 30, 2018 | Amendment | $302,718,110 | $14,147,630vs Mar 30, 2017 | 315 | SEC filing |
| Mar 30, 2017 | Amendment | $288,570,480 | $7,095,669vs Mar 31, 2016 | 302 | SEC filing |
| Mar 31, 2016 | Amendment | $281,474,811 | $13,622,578vs Mar 30, 2015 | 290 | SEC filing |
| Mar 30, 2015 | Amendment | $267,852,233 | $25,445,000vs Mar 28, 2014 | 274 | SEC filing |
| Mar 28, 2014 | Amendment | $242,407,233 | $13,757,310vs Mar 11, 2013 | 237 | SEC filing |
| Mar 11, 2013 | Amendment | $228,649,923 | $6,744,387vs Mar 9, 2012 | 211 | SEC filing |
| Mar 9, 2012 | Initial | $221,905,536 | No comparison | 199 | SEC filing |
| Mar 9, 2011 | Amendment | $215,050,979 | $198,729,576vs Mar 15, 2010 | 182 | SEC filing |
| Mar 15, 2010 | Amendment | $16,321,403 | -$87,500,708vs May 28, 2009 | 149 | SEC filing |
| May 28, 2009 | Amendment | $103,822,111 | No comparison | Not reported | SEC filing |
| Mar 13, 2009 | Initial | $103,822,111 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.46M
- Finders' fees
- $0
- Form D file number
- 021-174612
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| FLI INVESTORS, LLC | 000017128 | |
| SUMMIT FINANCIAL RESOURCES INC | 000104990 | |
| M HOLDINGS SECURITIES, INC. | 000043285 |
Source: Form D, filed Mar 25, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
BODLEIAN PARTNERS B,LP
Investment adviser: SANDALWOOD SECURITIES, INC.
- Gross asset value
- $120M
- Beneficial owners
- 98
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS,LLP
PCAOB 238
FLI INVESTORS, LLC
CRD 17128 · SEC 8-39904
Filing source
Form ADV 2064238 · Mar 19, 2026 · Schedule D 7.B.(1), fund 805-2685600243
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; 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.
| Name | Reported role |
|---|---|
| Sandalwood Associates Inc. | Promoter |
| Martin J. Gross | Executive |
| N/A N/A Sandalwood Associates Ii, Inc. | Executive |
| Sandalwood Associates Ii, Inc. | Executive |
| N/A N/A Sandalwood Securities Inc. | Executive |
| Sandalwood Securities Inc. | Executive |
| Sandalwood Securities Inc. | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Roseland, NJ, 07068