Form D · Hedge Fund

SANTA MONICA PARTNERS LP

Palm Beach Gardens, FL · CIK 0000904793

Offering snapshot reported Dec 15, 2025 · SEC filing

Reported sold
$191M
Indefinite offering
Investors reported
48
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Feb 1, 1982
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$113M$226MDec 15, 2022: $185,909,000.00Dec 15, 2022Dec 15, 2023: $156,044,321.00Dec 15, 2023Dec 13, 2024: $226,018,565.00Dec 13, 2024Dec 15, 2025: $191,091,480.00Dec 15, 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.

  • Reported sold$226,018,565 → $191,091,480

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 15, 2025Amendment$191,091,480-$34,927,085vs Dec 13, 202448SEC filing
Dec 13, 2024Amendment$226,018,565$69,974,244vs Dec 15, 202348SEC filing
Dec 15, 2023Amendment$156,044,321-$29,864,679vs Dec 15, 202250SEC filing
Dec 15, 2022Initial$185,909,000No comparison50SEC filing
Dec 17, 2021Amendment$194,689,000$48,064,900vs Dec 18, 202054SEC filing
Dec 18, 2020Initial$146,624,100No comparison45SEC filing
Dec 16, 2019Initial$147,602,247No comparison40SEC filing
Dec 18, 2018Initial$122,060,996No comparison39SEC filing
Dec 7, 2017Initial$33,564,066No comparison40SEC filing
Dec 8, 2016Initial$33,840,362No comparison44SEC filing
Dec 18, 2015Initial$32,088,539No comparison43SEC filing
Dec 18, 2014Initial$32,103,950No comparison51SEC filing
Dec 20, 2013Initial$31,560,000No comparison66SEC 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
021-467521
"Total Amount Sold" amount is the NAV as of 12/13/2025

Source: Form D, filed Dec 15, 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

SANTA MONICA PARTNERS, L.P.

Investment adviser: SMP ASSET MANAGEMENT, LLC

Gross asset value
$255M
Beneficial owners
46
ADV minimum commitment
$500K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FORMIDIUM CORP. DOWNERS GROVE, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRAGER METIS CPAS BASKING RIDGE, New Jersey, United States
Custodian CALDWELL SUTTER CAPITAL, INC. SAUSALITO, California, United States Related to adviser: No
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian E*TRADE SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Custodian TIGRESS FINANCIAL PARTNERS, LLC NEW YORK, New York, United States Related to adviser: No
Custodian VANGUARD MARKETING CORPORATION DENVER, Colorado, United States Related to adviser: No
Prime broker CALDWELL SUTTER CAPITAL, INC. SAUSALITO, California, United States
Prime broker CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States
Prime broker INTERACTIVE BROKERS LLC NEW YORK, New York, United States
Prime broker MORGAN STANLEY NEW YORK, New York, United States
Prime broker TIGRESS FINANCIAL PARTNERS, LLC 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

PRAGER METIS CPAS
PCAOB 273

CALDWELL SUTTER CAPITAL, INC.
SEC 8-27639

CHARLES SCHWAB & CO., INC.
SEC 8-16514

E*TRADE SECURITIES LLC
SEC 8-44112

INTERACTIVE BROKERS LLC
SEC 8-47257

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

TIGRESS FINANCIAL PARTNERS, LLC
SEC 8-68671

VANGUARD MARKETING CORPORATION
SEC 8-21570

CALDWELL SUTTER CAPITAL, INC.
CRD 10489 · SEC 8-27639

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

MORGAN STANLEY
CRD 149777 · SEC 8-68191

TIGRESS FINANCIAL PARTNERS, LLC
CRD 154717 · SEC 8-68671

Filing source

Form ADV 2058479 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-5529198530

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
Lawrence Jerome Goldstein Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
109 Coconut Key Court
Palm Beach Gardens, FL, 33418