W Financial Fund, LP
W Financial Fund, LP is a hedge fund based in Great Neck, New York. According to its most recent Form D, filed Jan 23, 2026, the fund has sold $398,795,694 of interests to 958 investors since its first sale in May 2003. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Gregg Winter; Marc Bailin; David Heiden.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $398,795,694Cumulative sales reported on Form D
- Investors
- 958
- First sale
- May 20, 2003
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- Over $100,000,000Self-reported
- Key people and entities
- Gregg Winter; Marc Bailin; David Heiden
- Latest Form D
- Jan 23, 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 W Financial Fund, LP
What is the minimum investment for W Financial Fund, LP?
According to its latest Form D, filed Jan 23, 2026, the minimum investment W Financial Fund, LP accepts from an outside investor is $100,000.
Who can invest in W Financial Fund, LP?
W Financial Fund, LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has W Financial Fund, LP raised?
W Financial Fund, LP reports $398,795,694 sold from 958 investors on its Form D filed Jan 23, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is W Financial Fund, LP based?
W Financial Fund, LP is based in Great Neck, New York.
When did W Financial Fund, LP launch?
W Financial Fund, LP reports its first sale in May 2003.
Size compared with every hedge fund
Raised more than 77% of the 2,544 hedge funds based in New York, and more than 79% of all 10,308 that report sales.