Form D · Hedge Fund

WESTCLIFF PARTNERS LP

Santa Cruz, CA · CIK 0000910298

Offering snapshot reported Apr 8, 2021 · SEC filing

Reported sold
$81M
Indefinite offering
Investors reported
49
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jul 1, 1993
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$81,005,446No comparison49SEC filing
Mar 9, 2020Initial$81,005,446No comparison49SEC filing
Mar 1, 2019Initial$81,005,446No comparison49SEC filing
Feb 12, 2018Initial$81,005,446No comparison49SEC filing
Mar 13, 2017Initial$81,005,446No comparison49SEC filing
Mar 16, 2016Amendment$81,005,446$0vs Mar 31, 201549SEC filing
Mar 31, 2015Amendment$81,005,446$0vs Feb 11, 2014126SEC filing
Feb 11, 2014Amendment$81,005,446$0vs Mar 25, 2013126SEC filing
Mar 25, 2013Amendment$81,005,446$0vs Mar 16, 2012126SEC filing
Mar 16, 2012Amendment$81,005,446$0vs Mar 16, 2011126SEC filing
Mar 16, 2011Amendment$81,005,446$85,797vs Mar 16, 2010126SEC filing
Mar 16, 2010Amendment$80,919,649$236,517vs Mar 16, 2009126SEC filing
Mar 16, 2009Amendment$80,683,132No 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
021-395165

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 PARTNERS, LP

Investment adviser: WESTCLIFF CAPITAL MANAGEMENT LLC

Gross asset value
$3.59M
Beneficial owners
55
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

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, 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
Yes
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 805-9944147373

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