Form D · Hedge Fund

WALDMAN CAPITAL MANAGEMENT, LLC

Delray Beach, FL · CIK 0001489720

Offering snapshot reported Oct 7, 2026 · SEC filing

Reported sold
$64.9M
Indefinite offering
Investors reported
61
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jan 1, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$32.4M$64.9MOct 19, 2010: $12,860,434.00Oct 19, 2010Oct 3, 2011: $14,519,434.00Oct 3, 2012: $16,869,434.00Oct 3, 2013: $17,269,434.00Oct 3, 2014: $28,708,506.00Oct 5, 2015: $28,947,746.00Oct 5, 2016: $45,133,384.00Oct 5, 2017: $47,303,390.00Oct 5, 2018: $49,350,390.00Oct 4, 2019: $50,550,390.00Oct 5, 2020: $52,580,390.00Oct 5, 2021: $57,370,390.00Oct 5, 2022: $57,650,390.00Oct 5, 2023: $58,200,390.00Oct 7, 2024: $62,700,390.00Oct 7, 2025: $62,950,390.00Oct 7, 2026: $64,850,390.00Oct 7, 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$62,950,390 → $64,850,390
  • Reported investors60 → 61

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 7, 2026Amendment$64,850,390$1,900,000vs Oct 7, 202561SEC filing
Oct 7, 2025Amendment$62,950,390$250,000vs Oct 7, 202460SEC filing
Oct 7, 2024Amendment$62,700,390$4,500,000vs Oct 5, 202359SEC filing
Oct 5, 2023Amendment$58,200,390$550,000vs Oct 5, 202257SEC filing
Oct 5, 2022Amendment$57,650,390$280,000vs Oct 5, 202157SEC filing
Oct 5, 2021Amendment$57,370,390$4,790,000vs Oct 5, 202057SEC filing
Oct 5, 2020Amendment$52,580,390$2,030,000vs Oct 4, 201953SEC filing
Oct 4, 2019Amendment$50,550,390$1,200,000vs Oct 5, 201850SEC filing
Oct 5, 2018Amendment$49,350,390$2,047,000vs Oct 5, 201747SEC filing
Oct 5, 2017Amendment$47,303,390$2,170,006vs Oct 5, 201645SEC filing
Oct 5, 2016Amendment$45,133,384$16,185,638vs Oct 5, 201542SEC filing
Oct 5, 2015Amendment$28,947,746$239,240vs Oct 3, 201436SEC filing
Oct 3, 2014Amendment$28,708,506$11,439,072vs Oct 3, 201336SEC filing
Oct 3, 2013Amendment$17,269,434$400,000vs Oct 3, 201232SEC filing
Oct 3, 2012Amendment$16,869,434$2,350,000vs Oct 3, 201131SEC filing
Oct 3, 2011Amendment$14,519,434$1,659,000vs Oct 19, 201028SEC filing
Oct 19, 2010Initial$12,860,434No comparison24SEC filing

Offering details

Securities
Equity, 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
021-149290

Source: Form D, filed Oct 7, 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

WALDMAN CAPITAL MANAGEMENT, LLC

Investment adviser: NCW ADVISORS, LLC

Gross asset value
$48.5M
Beneficial owners
33
ADV minimum commitment
$500K

Reported in Form ADV on Mar 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP MIAMI, Florida, United States
Custodian U.S. BANK NATIONAL ASSOCIATION DENVER, Colorado, 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

KPMG LLP
PCAOB 185

Filing source

Form ADV 2072688 · Mar 18, 2026 · Schedule D 7.B.(1), fund 805-1990452920

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
Neil C. Waldman Executive
Lawrence B. Waldman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
16214 Cabernet Drive
Delray Beach, FL, 33446