Capital Flow Monitor · Sponsors · CIK 1825520
Whittier SMID Cap Fund, LP
177 E. COLORADO BLVD., PASADENA, CA, 91105 · 626-441-5111
Pooled Investment Fund / Other Investment Fund · Limited Partnership· inc. DELAWARE true
Fit score
—
Offering
—
Sold
$71.2M
% sold
—
Investors
34
Min investment
$1
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-09-25 | D/A ·current | 506(b) | — | $71.2M | — | 34 | EDGAR ↗ |
| 2025-09-25 | D/A | 506(b) | — | $71.2M | — | 34 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
Michael J. Casey — Director, Pasadena, CA
6 other raises
- Whittier Corporate America Fund, LP $120.6M of —
- WTC Private Debt Fund, LLC $84.6M of —
- WTC Multi Strategy Fund, LLC $154.7M of —
- WTC Multi Strategy Fund Offshore, LLC $32.3M of —
- Whittier Value Fund A, L.P. $90.7M of —
- Whittier International Fund A, L.P. $31.6M of —
-
Dahl A. David — Director, Pasadena, CA
2 other raises
- Whittier Value Fund A, L.P. $90.7M of —
- Whittier International Fund A, L.P. $31.6M of —
-
Arlo Sorenson — Director, Pasadena, CA
2 other raises
- Whittier Value Fund A, L.P. $90.7M of —
- Whittier International Fund A, L.P. $31.6M of —
-
Sandip E. Bhagat — Executive Officer, Pasadena, CA
6 other raises
- Whittier Corporate America Fund, LP $120.6M of —
- WTC Private Debt Fund, LLC $84.6M of —
- WTC Multi Strategy Fund, LLC $154.7M of —
- WTC Multi Strategy Fund Offshore, LLC $32.3M of —
- Whittier Value Fund A, L.P. $90.7M of —
- Whittier International Fund A, L.P. $31.6M of —
-
Craig Ayers — Executive Officer, Pasadena, CA
3 other raises
- Whittier Corporate America Fund, LP $120.6M of —
- Whittier Value Fund A, L.P. $90.7M of —
- Whittier International Fund A, L.P. $31.6M of —
- Liam W. McGuiness — Executive Officer, Pasadena, CA
-
Teague Sanders — Executive Officer, Pasadena, CA
3 other raises
- Whittier Corporate America Fund, LP $120.6M of —
- Whittier Value Fund A, L.P. $90.7M of —
- Whittier International Fund A, L.P. $31.6M of —
-
Mathew N. Neben — Executive Officer, Pasadena, CA
3 other raises
- Whittier Corporate America Fund, LP $120.6M of —
- Whittier Value Fund A, L.P. $90.7M of —
- Whittier International Fund A, L.P. $31.6M of —
-
Lori Gallagher — Executive Officer, Pasadena, CA
1 other raise
- Whittier Corporate America Fund, LP $120.6M of —
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.