Form D · Hedge Fund

Westcliff Fund LP

Santa Cruz, CA · CIK 0001303639

Offering snapshot reported Apr 8, 2021 · SEC filing

Reported sold
$684K
Indefinite offering
Investors reported
10
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Sep 1, 2004
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 8, 2021Initial$684,457No comparison10SEC filing
Mar 9, 2020Initial$684,457No comparison10SEC filing
Mar 4, 2019Initial$684,457No comparison10SEC filing
Feb 12, 2018Initial$684,457No comparison10SEC filing
Mar 13, 2017Initial$684,457No comparison10SEC filing
Mar 16, 2016Amendment$684,457$0vs Mar 31, 201510SEC filing
Mar 31, 2015Amendment$684,457-$186,551,461vs Feb 10, 201444SEC filing
Feb 10, 2014Amendment$187,235,918$0vs Mar 25, 201344SEC filing
Mar 25, 2013Amendment$187,235,918$0vs Mar 15, 201244SEC filing
Mar 15, 2012Amendment$187,235,918$0vs Mar 15, 201144SEC filing
Mar 15, 2011Amendment$187,235,918$6,000,000vs Mar 15, 201044SEC filing
Mar 15, 2010Amendment$181,235,918$151,900vs Mar 13, 200944SEC filing
Mar 13, 2009Amendment$181,084,018No comparisonNot reportedSEC 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
021-395169

Source: Form D, filed Apr 8, 2021. 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 FUND, LP

Investment adviser: WESTCLIFF CAPITAL MANAGEMENT LLC

Gross asset value
$1.16M
Beneficial owners
16
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

Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian PERSHING LLC NEW YORK, New York, United States Related to adviser: No
Prime broker COWEN PRIME SERVICES LLC ALPHARETTA, Georgia, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

PERSHING LLC
SEC 8-17574

COWEN PRIME SERVICES LLC
CRD 153397 · SEC 8-68531

Filing source

Form ADV 2086137 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-7208001111

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
Mary F. Hinz Executive
Denise R. Hurley Executive
Denyse 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:
635 Meder St.
Santa Cruz, CA, 95060