Form D · Hedge Fund

Mitchell Partners, L.P.

Costa Mesa, CA · CIK 0001603812

Offering snapshot reported Apr 1, 2024 · SEC filing

Reported sold: $46.8M
Investors reported: 117
Minimum accepted: $0
First sale: Dec 21, 1979

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.

Reported sold$46,070,473 → $46,820,473
Reported investors114 → 117

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 1, 2024	Amendment	$46,820,473	$750,000vs Apr 12, 2023	117	SEC filing
Apr 12, 2023	Amendment	$46,070,473	$1,000,000vs May 2, 2022	114	SEC filing
May 2, 2022	Amendment	$45,070,473	$0vs May 4, 2021	112	SEC filing
May 4, 2021	Initial	$45,070,473	No comparison	Not reported	SEC filing
May 1, 2020	Amendment	$45,070,473	$1,011,188vs May 2, 2019	112	SEC filing
May 2, 2019	Amendment	$44,059,285	$1,250,000vs May 1, 2018	111	SEC filing
May 1, 2018	Initial	$42,809,285	No comparison	108	SEC filing
May 12, 2017	Amendment	$40,859,285	$300,000vs Jun 21, 2016	103	SEC filing
Jun 21, 2016	Amendment	$40,559,285	$500,000vs Jun 29, 2015	103	SEC filing
Jun 29, 2015	Amendment	$40,059,285	$576,000vs Apr 8, 2014	102	SEC filing
Apr 8, 2014	Initial	$39,483,285	No comparison	99	SEC filing

Offering details

Securities: Pooled investment fund, Other
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: 021-398127

Limited Partnership Interests.

Source: Form D, filed Apr 1, 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

MITCHELL PARTNERS, L.P.

Investment adviser: MITCHELL PORTFOLIO MANAGEMENT, L.P.

Gross asset value: $71M
Beneficial owners: 5
ADV minimum commitment: $250K

Reported in Form ADV on Feb 15, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TMF GROUP CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL LLP MANHATTAN BEACH, California, United States

Custodian CALDWELL SUTTER CAPITAL, INC. SAUSALITO, California, United States Related to adviser: No

Custodian D.A. DAVIDSON & CO. GREAT FALLS, Montana, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Custodian SUPERIOR NATIONAL BANK HANCOCK, Michigan, United States Related to adviser: No

Prime broker MAREX CAPITAL MARKETS INC. 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

WEAVER & TIDWELL LLP
PCAOB 410

CALDWELL SUTTER CAPITAL, INC.
SEC 8-27639

D.A. DAVIDSON & CO.
SEC 8-2399

PERSHING LLC
SEC 8-17574

SUPERIOR NATIONAL BANK
LEI 2549003SYL72OG7Y6S21

MAREX CAPITAL MARKETS INC.
CRD 161014 · SEC 8-69039

Filing source

Form ADV 2054791 · Feb 15, 2026 · Schedule D 7.B.(1), fund 805-1925757206

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
N/A J.E. Mitchell & Co., Lp	Promoter
James Eldon Mitchell	Executive
William Edward Mitchell	Executive
Andrew James Mitchell	Executive
N/A Mitchell Portfolio Management, L.P.	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3187 Airway Avenue #D
Costa Mesa, CA, 92626