FormDSignal
32

FINANCIAL EDGE FUND L P updates its Form D — $104.1M sold

Fund raise update · Hedge fund · Open-ended · NAPLES, FL · Form D/A filed 2025-03-13 · all Financial Edge vehicles
$100M+ sold

How this compares

  • Across 174 hedge fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 7 months.
  • No earlier fund launch by this sponsor appears on EDGAR.

Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.

Raise progress

FiledFormSoldInvestorsChange
2025-03-13D/A$104.1M156
2026-03-10D/A$105.3M159+$1.2M

Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.

Financial Edge on EDGAR

Earlier and related filings by the same issuer and sponsor. All Financial Edge vehicles →

Registered adviser

name match

FINANCIAL EDGE

Registration
state-registered adviser · since 1996-07-16
Regulatory AUM
$51M
Employees
1
Private funds on Form ADV
No

Website and main-office phone from Form ADV. Subscribe to unlock

Incumbent service providers

This adviser reports no private funds on Form ADV, so a new fund here is its first: no incumbent administrator, auditor or custodian to displace.

Other Form D filings by this adviser

3 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock

People on the filing

- - PL Capital, LLCPromoter
Richard J LashleyExecutive Officer
- - PL Capital Advisors, LLCPromoter
John W PalmerExecutive Officer

[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers

Signed by John W. Palmer, Co-Managing Member of General Partner.

Placement agents / sales compensation: Royal Alliance Associates, Inc; Pickwick Capital Partners, LLC; Financial Solutions, LLC; Mariner Wealth Advisors, LLC

Why now — by persona

Relevant to: Fund audit & tax, Fund administrator.

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans.