Form D · Hedge Fund

M3 PARTNERS LP

Salt Lake City, UT · CIK 0001426094

Offering snapshot reported Sep 9, 2026 · SEC filing

Reported sold
$446M
Indefinite offering
Investors reported
143
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jan 2, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$223M$446MSep 11, 2025: $441,936,352.00Sep 11, 2025Sep 9, 2026: $446,451,352.00Sep 9, 2026

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.

  • Reported sold$441,936,352 → $446,451,352

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 9, 2026Amendment$446,451,352$4,515,000vs Sep 11, 2025143SEC filing
Sep 11, 2025Amendment$441,936,352No comparisonNot reportedSEC filing
Sep 26, 2024Amendment$438,736,352$9,700,000vs Sep 29, 2023141SEC filing
Sep 29, 2023Amendment$429,036,352$22,575,000vs Oct 6, 2022139SEC filing
Oct 6, 2022Amendment$406,461,352$19,719,522vs Nov 18, 2021137SEC filing
Nov 18, 2021Amendment$386,741,830$62,155,478vs Nov 19, 2020133SEC filing
Nov 19, 2020Amendment$324,586,352$74,173,409vs Nov 20, 2019128SEC filing
Nov 20, 2019Amendment$250,412,943$5,920,000vs Nov 27, 2018119SEC filing
Nov 27, 2018Amendment$244,492,943No comparison114SEC filing
Nov 29, 2016Amendment$230,282,943$9,347,371vs Dec 1, 2015108SEC filing
Dec 1, 2015Amendment$220,935,572$13,650,000vs Jul 24, 201593SEC filing
Jul 24, 2015Initial$207,285,572No comparison90SEC filing
Dec 1, 2014Amendment$207,285,572$50,205,442vs Mar 16, 201290SEC filing
Mar 16, 2012Amendment$157,080,130$17,050,446vs Mar 17, 201170SEC filing
Mar 17, 2011Amendment$140,029,684$41,645,000vs Mar 15, 201067SEC filing
Mar 15, 2010Amendment$98,384,684$40,400,000vs Mar 18, 200961SEC filing
Mar 18, 2009Amendment$57,984,684No comparisonNot reportedSEC filing
Aug 25, 2008PaperNot reportedNo comparisonNot reportedSEC filing
Aug 4, 2008PaperNot reportedNo comparisonNot reportedSEC filing
May 19, 2008PaperNot reportedNo comparisonNot reportedSEC filing
Apr 21, 2008PaperNot reportedNo comparisonNot reportedSEC filing
Jan 16, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-244387

Source: Form D, filed Sep 9, 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

M3 PARTNERS, LP

Investment adviser: M3F, INC.

Gross asset value
$778M
Beneficial owners
73
ADV minimum commitment
$1M

Reported in Form ADV on Mar 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2055297 · Mar 17, 2026 · Schedule D 7.B.(1), fund 805-4264783244

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
NameReported role
. M3 F, Inc. Promoter
. M3 Funds, Llc Executive
Jason A. Stock Executive
William C. Waller Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2070 E 2100 S Suite 250
Salt Lake City, UT, 84109