Form D · Hedge Fund

PERGA CAPITAL PARTNERS, LP

Miami, FL · CIK 0001713505

Offering snapshot reported Dec 23, 2025 · SEC filing

Reported sold: $27.1M
Investors reported: 12
Minimum accepted: $250K
First sale: Aug 3, 2017

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 investors26 → 12

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 23, 2025	Amendment	$27,082,877	$0vs Jan 6, 2025	12	SEC filing
Jan 6, 2025	Amendment	$27,082,877	$4,712,236vs Nov 2, 2023	26	SEC filing
Nov 2, 2023	Amendment	$22,370,641	$4,616,451vs Nov 7, 2022	26	SEC filing
Nov 7, 2022	Amendment	$17,754,190	$5,984,190vs Nov 3, 2021	26	SEC filing
Nov 3, 2021	Amendment	$11,770,000	$10,694,000vs Nov 4, 2020	26	SEC filing
Nov 4, 2020	Amendment	$1,076,000	-$6,824,000vs Nov 1, 2019	26	SEC filing
Nov 1, 2019	Amendment	$7,900,000	No comparison	26	SEC filing
Oct 30, 2018	Amendment	$5,800,000	No comparison	25	SEC filing
Aug 1, 2017	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
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: 021-291869

Source: Form D, filed Dec 23, 2025. 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

PERGA CAPITAL PARTNERS, LP

Investment adviser: PERGA CAPITAL MANAGEMENT, LP

Gross asset value: $89.1M
Beneficial owners: 41
ADV minimum commitment: $250K

Reported in Form ADV on Mar 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CHERRY BEKAERT LLP RALEIGH, North Carolina, United States

Custodian CITY NATIONAL BANK BOSTON, Massachusetts, United States Related to adviser: No

Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Custodian WEDBUSH SECURITIES INC. LOS ANGELES, California, United States Related to adviser: No

Prime broker FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Prime broker WEDBUSH SECURITIES INC. LOS ANGELES, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CHERRY BEKAERT LLP
PCAOB 677

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

INTERACTIVE BROKERS LLC
SEC 8-47257

WEDBUSH SECURITIES INC.
SEC 8-12987

FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

WEDBUSH SECURITIES INC.
CRD 877 · SEC 8-12987

Filing source

Form ADV 2065708 · Mar 5, 2026 · Schedule D 7.B.(1), fund 805-2371992533

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
Mike N/A Hartmann	Executive, Promoter
Jonathan N/A Hoke	Executive, Promoter
N/A N/A Perga Capital Management Lp	Promoter
Alex N/A Sharp	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1000 Biscayne Blvd
Miami, FL, 33132