Form D · Hedge Fund

Westchester Capital Hudson Valley Partners, L.P.

Valhalla, NY · CIK 0000819176

Offering snapshot reported Apr 22, 2026 · SEC filing

Reported sold
$71.6M
Indefinite offering
Investors reported
42
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 1, 1987
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$35.8M$71.6MApr 24, 2014: $37,677,533.00Apr 24, 2014Apr 24, 2015: $50,677,090.00Apr 25, 2016: $50,761,090.00Apr 25, 2017: $52,101,090.00Apr 25, 2018: $57,248,547.00Apr 25, 2019: $57,500,857.00Apr 24, 2020: $57,938,878.00Apr 22, 2021: $57,938,878.00Apr 22, 2022: $59,005,678.00Apr 24, 2023: $71,398,773.00Apr 24, 2024: $71,398,773.00Apr 23, 2025: $71,398,773.00Apr 22, 2026: $71,598,773.00Apr 22, 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$71,398,773 → $71,598,773

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 22, 2026Amendment$71,598,773$200,000vs Apr 23, 202542SEC filing
Apr 23, 2025Amendment$71,398,773$0vs Apr 24, 202442SEC filing
Apr 24, 2024Amendment$71,398,773$0vs Apr 24, 202342SEC filing
Apr 24, 2023Amendment$71,398,773$12,393,095vs Apr 22, 202242SEC filing
Apr 22, 2022Amendment$59,005,678$1,066,800vs Apr 22, 202142SEC filing
Apr 22, 2021Amendment$57,938,878$0vs Apr 24, 202040SEC filing
Apr 24, 2020Amendment$57,938,878$438,021vs Apr 25, 201940SEC filing
Apr 25, 2019Amendment$57,500,857$252,310vs Apr 25, 201839SEC filing
Apr 25, 2018Amendment$57,248,547$5,147,457vs Apr 25, 201739SEC filing
Apr 25, 2017Amendment$52,101,090$1,340,000vs Apr 25, 201637SEC filing
Apr 25, 2016Amendment$50,761,090$84,000vs Apr 24, 201537SEC filing
Apr 24, 2015Amendment$50,677,090$12,999,557vs Apr 24, 201437SEC filing
Apr 24, 2014Initial$37,677,533No comparison36SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-216236

Source: Form D, filed Apr 22, 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

WESTCHESTER CAPITAL HUDSON VALLEY PARTNERS, L.P.

Investment adviser: WESTCHESTER CAPITAL PARTNERS, LLC

Gross asset value
Not reported
Beneficial owners
Not reported
ADV minimum commitment
Not reported

Reported in Form ADV on Jun 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
Not reported
Prime brokers
Not reported
Custodians
Not reported
Administrator other than the adviser
Not reported
External marketing
Not reported
Filing source

Form ADV 2115238 · Jun 24, 2026 · Schedule D 7.B.(1), fund 805-3347532604

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
Roy Behren Executive
Abraham Cary Executive
Robert Lynch Executive
Michael Shannon Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
100 Summit Lake Drive
Valhalla, NY, 10595