HW Hedged Value, L.P.
HW Hedged Value, L.P. is a hedge fund based in Los Angeles, California. According to its most recent Form D, filed Mar 2, 2026, the fund has sold $54,950,000 of interests to 15 investors since its first sale in Jan 2014. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Hotchkis & Wiley Capital Management, LLC; George Davis; Tina Kodama.
Performance
No verified returns have been reported for this fund. As a rough guide, Hotchkis and Wiley Capital Management, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +8.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +26.8% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $54,950,000Cumulative sales reported on Form D
- Investors
- 15
- First sale
- Jan 1, 2014
- Minimum investment
- $1,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Hotchkis & Wiley Capital Management, LLC; George Davis; Tina Kodama
- Latest Form D
- Mar 2, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about HW Hedged Value, L.P.
What is the minimum investment for HW Hedged Value, L.P.?
According to its latest Form D, filed Mar 2, 2026, the minimum investment HW Hedged Value, L.P. accepts from an outside investor is $1,000,000.
Who can invest in HW Hedged Value, L.P.?
HW Hedged Value, L.P. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has HW Hedged Value, L.P. raised?
HW Hedged Value, L.P. reports $54,950,000 sold from 15 investors on its Form D filed Mar 2, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is HW Hedged Value, L.P. based?
HW Hedged Value, L.P. is based in Los Angeles, California and is managed by Hotchkis and Wiley Capital Management, LLC.
When did HW Hedged Value, L.P. launch?
HW Hedged Value, L.P. reports its first sale in Jan 2014.
Size compared with every hedge fund
Raised more than 58% of the 1,060 hedge funds based in California, and more than 48% of all 10,308 that report sales.