Form D · Hedge Fund

Polaris Prime Small Cap Value, L.P.

Mount Pleasant, SC · CIK 0001458121

Offering snapshot reported May 29, 2025 · SEC filing

Reported sold
$7.43M
Indefinite offering
Investors reported
62
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jan 11, 1996
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.71M$7.43MMar 16, 2009: $2,027,929.00Mar 16, 2009Mar 4, 2010: $2,107,929.00Mar 14, 2011: $6,969,119.00Mar 15, 2012: $6,969,119.00Mar 15, 2013: $7,172,333.00Mar 12, 2014: $7,172,336.00Mar 12, 2015: $7,172,336.00Aug 1, 2016: $7,172,336.00Aug 1, 2017: $7,227,336.00Aug 1, 2018: $7,227,336.00Aug 22, 2019: $7,327,336.00Aug 3, 2020: $7,327,336.00Jul 30, 2021: $7,377,336.00Jul 6, 2022: $7,427,336.00Jun 22, 2023: $7,427,336.00Jun 6, 2024: $7,427,336.00May 29, 2025: $7,427,336.00May 29, 2025

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

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 29, 2025Amendment$7,427,336$0vs Jun 6, 202462SEC filing
Jun 6, 2024Amendment$7,427,336$0vs Jun 22, 202362SEC filing
Jun 22, 2023Amendment$7,427,336$0vs Jul 6, 202262SEC filing
Jul 6, 2022Amendment$7,427,336$50,000vs Jul 30, 202163SEC filing
Jul 30, 2021Amendment$7,377,336$50,000vs Aug 3, 202062SEC filing
Aug 3, 2020Amendment$7,327,336$0vs Aug 22, 201961SEC filing
Aug 22, 2019Amendment$7,327,336$100,000vs Aug 1, 201861SEC filing
Aug 1, 2018Amendment$7,227,336$0vs Aug 1, 201761SEC filing
Aug 1, 2017Amendment$7,227,336$55,000vs Aug 1, 201661SEC filing
Aug 1, 2016Amendment$7,172,336$0vs Mar 12, 201561SEC filing
Mar 12, 2015Amendment$7,172,336$0vs Mar 12, 201461SEC filing
Mar 12, 2014Amendment$7,172,336$3vs Mar 15, 201361SEC filing
Mar 15, 2013Amendment$7,172,333$203,214vs Mar 15, 201261SEC filing
Mar 15, 2012Amendment$6,969,119$0vs Mar 14, 201181SEC filing
Mar 14, 2011Amendment$6,969,119$4,861,190vs Mar 4, 201081SEC filing
Mar 4, 2010Amendment$2,107,929$80,000vs Mar 16, 200932SEC filing
Mar 16, 2009Initial$2,027,929No comparisonNot reportedSEC filing

Offering details

Securities
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
021-127881

Source: Form D, filed May 29, 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

POLARIS PRIME SMALL CAP VALUE LP

Investment adviser: POLARIS INVESTMENT PARTNERS, INC

Gross asset value
$3.85M
Beneficial owners
20
ADV minimum commitment
$20K

Reported in Form ADV on Sep 12, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ELLIOTT DAVIS, LLC CHATTANOOGA, Tennessee, United States
Custodian RJ OBRIEN ASSOCIATES LLC CHICAGO, Illinois, United States Related to adviser: No
Custodian SYNOVUS BANK CHARLESTON, South Carolina, United States Related to adviser: No
Custodian TD AMERITRADE, INC. JERSEY CITY, New Jersey, United States Related to adviser: No
Custodian THE KINGDOM TRUST COMPANY MURRAY, Kentucky, United States Related to adviser: No
Prime broker R J OBRIEN ASSOCIATES LLC CHICAGO, Illinois, United States
Prime broker TD AMERITRADE, INC. JERSEY CITY, New Jersey, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ELLIOTT DAVIS, LLC
PCAOB 149

TD AMERITRADE, INC.
SEC 8-23395

TD AMERITRADE, INC.
CRD 7870 · SEC 8-23395

Filing source

Form ADV 1234873 · Sep 12, 2018 · Schedule D 7.B.(1), fund 805-1386763703

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
John C. Pernell, Jr. Executive, Promoter
N/A Polaris Investment Partners, Inc. Executive
Polaris Private Managers Ltd. Executive
N/A Polaris Private Managers Ltd. Executive
N/A Polaris Private Managers, Ltd. Executive
Robert Thurston Wattie, Iii Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
825 Lowcountry Blvd. Ste 204
Mount Pleasant, SC, 29464