Form D · Hedge Fund

Hartwell Capital Partners LP

New York, NY · CIK 0001354588

Offering snapshot reported Dec 18, 2024 · SEC filing

Reported sold: $11.8M
Investors reported: 23
Minimum accepted: $0
First sale: Feb 21, 2006

Fundraising history

Reported sold

Dates 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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 18, 2024	Amendment	$11,767,241	$0vs Dec 18, 2023	23	SEC filing
Dec 18, 2023	Amendment	$11,767,241	$0vs Dec 15, 2022	23	SEC filing
Dec 15, 2022	Amendment	$11,767,241	$0vs Dec 15, 2021	23	SEC filing
Dec 15, 2021	Amendment	$11,767,241	$0vs Dec 15, 2020	23	SEC filing
Dec 15, 2020	Amendment	$11,767,241	$0vs Dec 21, 2018	23	SEC filing
Dec 21, 2018	Amendment	$11,767,241	$0vs Jan 4, 2018	23	SEC filing
Jan 4, 2018	Amendment	$11,767,241	$250,000vs Jan 4, 2017	23	SEC filing
Jan 4, 2017	Amendment	$11,517,241	$0vs Jan 8, 2016	23	SEC filing
Jan 8, 2016	Amendment	$11,517,241	$450,000vs Jan 21, 2015	23	SEC filing
Jan 21, 2015	Amendment	$11,067,241	$2,909,792vs Jan 21, 2014	21	SEC filing
Jan 21, 2014	Amendment	$8,157,449	$375,000vs Jan 22, 2013	16	SEC filing
Jan 22, 2013	Amendment	$7,782,449	$1,075,449vs Jan 26, 2012	13	SEC filing
Jan 26, 2012	Amendment	$6,707,000	$0vs Jan 28, 2010	12	SEC filing
Jan 27, 2011	Amendment	$6,707,000	$0vs Jan 28, 2010	12	SEC filing
Jan 28, 2010	Amendment	$6,707,000	No comparison	12	SEC filing
Feb 22, 2006	Paper	Not reported	No comparison	Not reported	SEC filing
Feb 22, 2006	Paper	Not reported	No comparison	Not reported	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-86618

Source: Form D, filed Dec 18, 2024. 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

HARTWELL CAPITAL PARTNERS LP

Investment adviser: MAI CAPITAL MANAGEMENT, LLC

Gross asset value: $6.1M
Beneficial owners: 6
ADV minimum commitment: $1M

Reported in Form ADV on Jan 22, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ROTHSTEIN PRATA MCCABE NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor ASHLAND PARTNERS CENTRAL POINT, Oregon, United States

Custodian PERSHING LLC NEW YORK, New York, United States Related to adviser: No

Prime broker PERSHING 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

ASHLAND PARTNERS
PCAOB 3783

PERSHING LLC
SEC 8-17574

PERSHING LLC
CRD 7560 · SEC 8-17574

Filing source

Form ADV 2043916 · Jan 22, 2026 · Schedule D 7.B.(1), fund 805-5885346054

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.

People and organizations reported in Form D filings
Name	Reported role
William D. Jones	Executive
Kevin P. Kelly	Executive
William C. Miller	Executive
Jordan S. Press	Executive
Barbara N. Romeo	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O J.M. Hartwell Lp 515 Madison Avenue
New York, NY, 10022