Form D · Hedge Fund
WESTCLIFF SPECIAL OPPORTUNITIES FUND, L.P.
Santa Cruz, CA · CIK 0001458590
Offering snapshot reported Mar 31, 2015 · SEC filing
- Reported sold
- $26.2M Indefinite offering
- Investors reported
- 63 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Jan 2, 1998 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 31, 2015 | Amendment | $26,193,693 | $0vs Feb 11, 2014 | 63 | SEC filing |
| Feb 11, 2014 | Amendment | $26,193,693 | $0vs Mar 26, 2013 | 63 | SEC filing |
| Mar 26, 2013 | Amendment | $26,193,693 | $0vs Mar 15, 2012 | 63 | SEC filing |
| Mar 15, 2012 | Amendment | $26,193,693 | $0vs Mar 15, 2011 | 63 | SEC filing |
| Mar 15, 2011 | Amendment | $26,193,693 | $0vs Mar 15, 2010 | 63 | SEC filing |
| Mar 15, 2010 | Amendment | $26,193,693 | $0vs Mar 13, 2009 | 63 | SEC filing |
| Mar 13, 2009 | Initial | $26,193,693 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-127857
Source: Form D, filed Mar 31, 2015. 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
WESTCLIFF SPECIAL OPPORTUNITIES LP
Investment adviser: WESTCLIFF CAPITAL MANAGEMENT LLC
- Gross asset value
- $0
- Beneficial owners
- 0
- ADV minimum commitment
- $250K
Reported in Form ADV on Mar 23, 2016. 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
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 978083 · Mar 23, 2016 · Schedule D 7.B.(1), fund 805-1775852312
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.
| Name | Reported role |
|---|---|
| Mary F. Hinz | Executive |
| Denise R. Hurley | Executive |
| Richard S. Spencer Iii | Executive |
| Not Applicable Westcliff Capital Management, Llc | Executive, Promoter |
| N/A Westcliff Capital Management, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Santa Cruz, CA, 95062