Form D · Hedge Fund

O'Brien Greene Small-Capitalization Stock Fund, L.P.

Media, PA · CIK 0001630701

Offering snapshot reported Jul 15, 2026 · SEC filing

Reported sold
$0
Indefinite offering
Investors reported
44
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 30, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$275K$550KJul 28, 2021: $525,000.00Jul 28, 2021Aug 10, 2022: $550,000.00Aug 10, 2022Jul 23, 2024: $0.00Jul 23, 2024Jul 10, 2025: $0.00Jul 10, 2025Jul 15, 2026: $0.00Jul 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 15, 2026Amendment$0$0vs Jul 10, 202544SEC filing
Jul 10, 2025Amendment$0$0vs Jul 23, 202444SEC filing
Jul 23, 2024Amendment$0-$525,000vs Jul 28, 202140SEC filing
Aug 10, 2022Amendment$550,000$25,000vs Jul 28, 202135SEC filing
Jul 28, 2021Amendment$525,000No comparisonNot reportedSEC filing
Jul 12, 2018Initial$1,250,000No comparison2SEC filing
Jan 13, 2017Initial$1,260,546No comparison6SEC filing
Jan 14, 2015Initial$262,038No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-316723

Source: Form D, filed Jul 15, 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

O'BRIEN GREENE SMALL CAPITALIZATION STOCK FUND L.P.

Investment adviser: OBRIEN GREENE & CO INC

Gross asset value
$19.8M
Beneficial owners
44
ADV minimum commitment
$100K

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

Service providers

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLC GREENWOOD VILLAGE, Colorado, United States
Custodian INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLC
PCAOB 349

INTERACTIVE BROKERS CORP.
SEC 8-53615

Filing source

Form ADV 2113878 · Jun 17, 2026 · Schedule D 7.B.(1), fund 805-8270180166

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
Mark B O'brien Executive
Mark B O Brien Executive
Matthew B O Brien Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
218 West State Street
Media, PA, 19063