Form D · Hedge Fund

SFM Capital Markets, L.P.

Baltimore, MD · CIK 0001451211

Offering snapshot reported Jan 26, 2026 · SEC filing

Reported sold
$644M
Indefinite offering
Investors reported
173
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 3, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$322M$644MJun 16, 2017: $585,527,699.00Jun 16, 2017Jul 2, 2018: $585,527,699.00Jul 8, 2019: $629,934,599.00Jul 8, 2019Jan 26, 2026: $643,968,289.00Jan 26, 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$629,934,599 → $643,968,289
  • Reported investors131 → 173
  • Minimum accepted$250,000 → $0

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 26, 2026Amendment$643,968,289$14,033,690vs Jul 8, 2019173SEC filing
Jul 8, 2019Amendment$629,934,599$44,406,900vs Jul 2, 2018131SEC filing
Jul 2, 2018Amendment$585,527,699$0vs Jun 16, 2017143SEC filing
Jun 16, 2017Initial$585,527,699No comparison102SEC filing
May 24, 2016Initial$555,215,081No comparison100SEC filing
Jun 1, 2015Amendment$592,163,441$30,944,373vs Jun 4, 2014123SEC filing
Jun 4, 2014Amendment$561,219,068$154,511,525vs May 21, 2012117SEC filing
Jun 28, 2013Amendment$476,394,703$69,687,160vs May 21, 2012120SEC filing
May 21, 2012Amendment$406,707,543$156,243,170vs May 27, 2011102SEC filing
May 27, 2011Amendment$250,464,373$60,832,973vs Jun 3, 201097SEC filing
Jun 3, 2010Amendment$189,631,400$62,049,878vs Jun 5, 200976SEC filing
Jun 5, 2009Amendment$127,581,522No comparison65SEC filing
Dec 1, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-288884

Source: Form D, filed Jan 26, 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

SFM CAPITAL MARKETS, L.P.

Investment adviser: SIGNATURE FINANCIAL MANAGEMENT INC

Gross asset value
$367M
Beneficial owners
96
ADV minimum commitment
$250K

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 UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KEITER GLEN ALLEN, Virginia, United States
Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Maine, 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

KEITER
PCAOB 80

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

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Filing source

Form ADV 2074686 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-2024742035

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
David Michael Churchill Executive
Susan Roberts Colpitts Director, Executive
Logie Fitzwilliams Executive
Michael D. Hankin Executive
Amy Mc Clure Executive
Brett David Rogers Executive
Anne Ballard Shumadine Director, Executive
George Randolph Webb Director, Executive
William O. White Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
901 South Bond Street, Suite 400
Baltimore, MD, 21231