Form D · Hedge Fund

Mindset Value Wellness Fund LP

Santa Barbara, CA · CIK 0001892138

Offering snapshot reported Jul 15, 2026 · SEC filing

Reported sold
$12.3M
Indefinite offering
Investors reported
57
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 10, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.17M$12.3MNov 10, 2021Jul 29, 2022: $6,471,379.00Jul 28, 2023: $8,384,379.00Jul 28, 2023Jul 19, 2024: $10,414,379.00Jul 19, 2024Jul 14, 2025: $11,814,407.00Jul 14, 2025Jul 15, 2026: $12,341,052.00Jul 15, 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$11,814,407 → $12,341,052
  • Reported investors63 → 57

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 15, 2026Amendment$12,341,052$526,645vs Jul 14, 202557SEC filing
Jul 14, 2025Amendment$11,814,407$1,400,028vs Jul 19, 202463SEC filing
Jul 19, 2024Amendment$10,414,379$2,030,000vs Jul 28, 202352SEC filing
Jul 28, 2023Amendment$8,384,379$1,913,000vs Jul 29, 202243SEC filing
Jul 29, 2022Amendment$6,471,379No comparison38SEC filing
Nov 10, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-420593
Limited Partnership Interests

Source: Form D, filed Jul 15, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Aaron Edelheit Executive
N/A Mindset Capital Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
30 West Mission Street Suite 8
Santa Barbara, CA, 93101