Form D · Hedge Fund

WESTERLY PARTNERS LP

San Francisco, CA · CIK 0001368001

Offering snapshot reported Mar 18, 2026 · SEC filing

Reported sold
$77.3M
Offering amount: $400M
Investors reported
108
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Aug 1, 2006
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$38.7M$77.3MMay 19, 2009: $10,200,000.00May 19, 2009Jun 1, 2010: $33,425,294.00Mar 19, 2012: $41,328,294.00Mar 18, 2013: $46,378,294.00Mar 18, 2014: $67,955,643.00Mar 18, 2015: $69,855,643.00Mar 15, 2016: $70,611,514.00Mar 15, 2017: $73,384,130.00Mar 15, 2018: $73,744,130.00Mar 15, 2019: $74,244,130.00Mar 16, 2020: $74,494,130.00Mar 16, 2021: $74,844,130.00Mar 16, 2022: $74,894,130.00Mar 16, 2023: $75,680,930.00Mar 18, 2024: $76,240,930.00Mar 18, 2025: $77,340,930.00Mar 18, 2026: $77,340,930.00Mar 18, 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 18, 2026Amendment$77,340,930$0vs Mar 18, 2025108SEC filing
Mar 18, 2025Amendment$77,340,930$1,100,000vs Mar 18, 2024108SEC filing
Mar 18, 2024Amendment$76,240,930$560,000vs Mar 16, 2023108SEC filing
Mar 16, 2023Amendment$75,680,930$786,800vs Mar 16, 2022107SEC filing
Mar 16, 2022Amendment$74,894,130$50,000vs Mar 16, 2021105SEC filing
Mar 16, 2021Amendment$74,844,130$350,000vs Mar 16, 2020105SEC filing
Mar 16, 2020Amendment$74,494,130$250,000vs Mar 15, 2019105SEC filing
Mar 15, 2019Amendment$74,244,130$500,000vs Mar 15, 2018105SEC filing
Mar 15, 2018Amendment$73,744,130$360,000vs Mar 15, 2017103SEC filing
Mar 15, 2017Amendment$73,384,130$2,772,616vs Mar 15, 2016103SEC filing
Mar 15, 2016Amendment$70,611,514$755,871vs Mar 18, 201597SEC filing
Mar 18, 2015Amendment$69,855,643$1,900,000vs Mar 18, 201495SEC filing
Mar 18, 2014Amendment$67,955,643$21,577,349vs Mar 18, 201392SEC filing
Mar 18, 2013Amendment$46,378,294$5,050,000vs Mar 19, 201284SEC filing
Mar 19, 2012Amendment$41,328,294$7,903,000vs Jun 1, 201078SEC filing
Jun 1, 2010Amendment$33,425,294$23,225,294vs May 19, 200961SEC filing
May 19, 2009Amendment$10,200,000No comparisonNot reportedSEC filing
Mar 13, 2009Amendment$10,200,000No comparisonNot reportedSEC filing
Jun 5, 2006PaperNot reportedNo comparisonNot reported

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$2.94M (estimated)
Finders' fees
$0
Form D file number
021-91581

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Kipling Capital, Inc.41196

Source: Form D, filed Mar 18, 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

WESTERLY PARTNERS, L.P.

Investment adviser: WESTERLY CAPITAL MANAGEMENT LLC

Gross asset value
$186M
Beneficial owners
33
ADV minimum commitment
$500K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C ALPS BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States
Custodian GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Marketer KIPLING CAPITAL, INC. MILL VALLEY, California, United States Related to adviser: No
Prime broker BTIG, LLC SAN FRANCISCO, California, United States
Prime broker GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

EISNERAMPER LLP
PCAOB 274

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526

PERSHING LLC
SEC 8-17574

KIPLING CAPITAL, INC.
CRD 41196 · SEC 8-49349

BTIG, LLC
CRD 122225 · SEC 8-65473

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
CRD 3466 · SEC 8-526

Filing source

Form ADV 2077779 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4908235988

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
Christopher Galvin Executive
Anders Kamperin Executive
James Tarantino Executive
N/A Westerly Capital Management Llc Executive
Westerly Capital Management Llc Promoter
Not Applicable Westerly Holdings Llc Promoter
N/A Westerly Holdings Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
201 Mission Street, Suite 580
San Francisco, CA, 94105