Form D · Hedge Fund

Mt. Tam Partners, L.P.

Kentfield, CA · CIK 0001473919

Offering snapshot reported Mar 23, 2026 · SEC filing

Reported sold
$95.7M
Indefinite offering
Investors reported
21
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Apr 1, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$47.9M$95.7MAug 11, 2021: $80,214,504.00Aug 11, 2021Aug 3, 2022: $80,214,504.00Aug 3, 2022Jul 13, 2023: $80,214,504.00Jul 13, 2023Apr 23, 2024: $80,214,504.00Apr 17, 2025: $80,214,504.00Apr 17, 2025Mar 23, 2026: $95,714,504.00Mar 23, 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$80,214,504 → $95,714,504

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 23, 2026Amendment$95,714,504$15,500,000vs Apr 17, 202521SEC filing
Apr 17, 2025Amendment$80,214,504$0vs Apr 23, 202421SEC filing
Apr 23, 2024Amendment$80,214,504$0vs Jul 13, 202321SEC filing
Jul 13, 2023Amendment$80,214,504$0vs Aug 3, 202221SEC filing
Aug 3, 2022Amendment$80,214,504$0vs Aug 11, 202121SEC filing
Aug 11, 2021Amendment$80,214,504No comparisonNot reportedSEC filing
Aug 11, 2020Amendment$80,214,504$0vs Aug 16, 201921SEC filing
Aug 16, 2019Amendment$80,214,504$0vs Aug 21, 201821SEC filing
Aug 21, 2018Amendment$80,214,504$2,000,000vs Aug 29, 201721SEC filing
Aug 29, 2017Amendment$78,214,504$0vs Aug 31, 201621SEC filing
Aug 31, 2016Amendment$78,214,504$0vs Sep 2, 201521SEC filing
Sep 2, 2015Amendment$78,214,504$0vs Sep 17, 201421SEC filing
Sep 17, 2014Amendment$78,214,504$0vs Sep 18, 201321SEC filing
Sep 18, 2013Amendment$78,214,504$1,400,000vs Sep 28, 201221SEC filing
Sep 28, 2012Amendment$76,814,504$11,149,999vs Oct 3, 201119SEC filing
Oct 3, 2011Amendment$65,664,505No comparison10SEC filing
Oct 15, 2010AmendmentYet to sellNo comparison0SEC filing
Oct 6, 2009InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-134996
Limited Partner Interests

Source: Form D, filed Mar 23, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

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
John D. Botti Executive
Ted Johann Executive
Karen Leshner Executive, Promoter
N/A Mt. Tam Capital Management, Llc Executive
Patrick M. Tenney Executive
David Wagonfeld Executive
A. Michael Waldron Executive
Michael Waldron Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
111 Goodhill Road
Kentfield, CA, 94904
Phone: (415) 225-5279