Form D · Hedge Fund
Westerly Partners QP, L.P.
San Francisco, CA · CIK 0001607754
Offering snapshot reported Mar 18, 2026 · SEC filing
- Reported sold
- $129M Indefinite offering
- Investors reported
- 87 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- May 1, 2014 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.
- Reported sold$84,120,437 → $128,792,953
- Reported investors73 → 87
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 18, 2026 | Amendment | $128,792,953 | $44,672,516vs Mar 18, 2025 | 87 | SEC filing |
| Mar 18, 2025 | Amendment | $84,120,437 | $1,580,000vs Mar 18, 2024 | 73 | SEC filing |
| Mar 18, 2024 | Amendment | $82,540,437 | $11,236,873vs May 17, 2023 | 71 | SEC filing |
| May 17, 2023 | Amendment | $71,303,564 | $3,950,000vs May 17, 2022 | 69 | SEC filing |
| May 17, 2022 | Amendment | $67,353,564 | $14,667,020vs May 18, 2021 | 69 | SEC filing |
| May 18, 2021 | Amendment | $52,686,544 | $5,800,000vs May 18, 2020 | 65 | SEC filing |
| May 18, 2020 | Amendment | $46,886,544 | $5,000,000vs May 15, 2019 | 58 | SEC filing |
| May 15, 2019 | Amendment | $41,886,544 | $3,399,864vs May 15, 2018 | 52 | SEC filing |
| May 15, 2018 | Amendment | $38,486,680 | $500,000vs May 15, 2017 | 45 | SEC filing |
| May 15, 2017 | Amendment | $37,986,680 | $2,000,000vs May 13, 2016 | 44 | SEC filing |
| May 13, 2016 | Amendment | $35,986,680 | $0vs May 13, 2015 | 44 | SEC filing |
| May 13, 2015 | Amendment | $35,986,680 | $741,137vs May 13, 2014 | 44 | SEC filing |
| May 13, 2014 | Initial | $35,245,543 | No comparison | 42 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $3.69M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-217309
Sales compensation recipients
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| Recipient | CRD | Associated 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 QP, L.P.
Investment adviser: WESTERLY CAPITAL MANAGEMENT LLC
- Gross asset value
- $303M
- Beneficial owners
- 49
- 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
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 805-3647056326
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 |
|---|---|
| Christopher Galvin | Executive |
| Anders Kamperin | Executive |
| James Tarantino | Executive |
| N/A Westerly Capital Management Llc | Executive |
| N/A Westerly Holdings Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Francisco, CA, 94105