Form D · Hedge Fund

SM Investors, L.P.

New York, NY · CIK 0001466821

Offering snapshot reported May 19, 2025 · SEC filing

Reported sold
$40.4M
Indefinite offering
Investors reported
126
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Aug 1, 1997
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$20.2M$40.4MJun 22, 2009: $37,536,787.00Jun 22, 2009Jun 21, 2010: $37,586,787.00Jun 20, 2011: $37,730,579.00Jun 20, 2012: $38,021,380.00Jun 19, 2013: $38,546,623.00Jun 10, 2014: $39,269,619.00Jun 10, 2015: $39,777,119.00Jun 10, 2016: $39,806,177.00Jun 9, 2017: $39,819,977.00Jun 7, 2018: $39,819,977.00Jun 7, 2019: $39,819,977.00Jun 5, 2020: $39,826,732.00Jun 2, 2021: $39,880,488.00Jun 1, 2022: $40,321,980.00May 30, 2023: $40,344,680.00May 14, 2024: $40,352,180.00May 19, 2025: $40,352,180.00May 19, 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$40,344,680 → $40,352,180
  • Minimum accepted$0 → $500,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 19, 2025Amendment$40,352,180$7,500vs May 30, 2023126SEC filing
May 14, 2024Amendment$40,352,180$7,500vs May 30, 2023126SEC filing
May 30, 2023Amendment$40,344,680$464,192vs Jun 2, 2021126SEC filing
Jun 1, 2022Amendment$40,321,980$441,492vs Jun 2, 2021126SEC filing
Jun 2, 2021Amendment$39,880,488$53,756vs Jun 5, 2020124SEC filing
Jun 5, 2020Amendment$39,826,732$6,755vs Jun 7, 2019121SEC filing
Jun 7, 2019Amendment$39,819,977$0vs Jun 7, 2018121SEC filing
Jun 7, 2018Amendment$39,819,977$0vs Jun 9, 2017121SEC filing
Jun 9, 2017Amendment$39,819,977$13,800vs Jun 10, 2016121SEC filing
Jun 10, 2016Amendment$39,806,177$29,058vs Jun 10, 2015121SEC filing
Jun 10, 2015Amendment$39,777,119$507,500vs Jun 10, 2014120SEC filing
Jun 10, 2014Amendment$39,269,619$722,996vs Jun 19, 2013118SEC filing
Jun 19, 2013Amendment$38,546,623$525,243vs Jun 20, 2012114SEC filing
Jun 20, 2012Amendment$38,021,380$290,801vs Jun 20, 2011113SEC filing
Jun 20, 2011Amendment$37,730,579$143,792vs Jun 21, 2010110SEC filing
Jun 21, 2010Amendment$37,586,787$50,000vs Jun 22, 2009108SEC filing
Jun 22, 2009Initial$37,536,787No comparison108SEC filing

Offering details

Securities
Equity, 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
021-132141

Source: Form D, filed May 19, 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

SM INVESTORS, L.P.

Investment adviser: S. MUOIO & CO. LLC

Gross asset value
$31.4M
Beneficial owners
36
ADV minimum commitment
$500K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator KRYPTON FINANCIAL SERVICES LTD. ALPHARETTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG CAYMAN GEORGE TOWN, Cayman Islands
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES 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

KPMG CAYMAN
PCAOB 185

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 2047320 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-3796429401

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
Salvatore Muoio Executive
S. Muoio & Co. Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
7 East 60th Street 2nd Floor
New York, NY, 10022