Form D · Hedge Fund

Mount Wilson Global Fund, L.P.

Pasadena, CA · CIK 0001497147

Offering snapshot reported Sep 16, 2026 · SEC filing

Reported sold
$9.24M
Indefinite offering
Investors reported
41
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 22, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.62M$9.24MJul 29, 2010Jul 20, 2011: $5,087,523.00Jul 20, 2012: $5,814,009.00Jan 8, 2014: $6,234,343.00Jul 16, 2015: $7,036,697.00Aug 31, 2016: $7,447,197.00Aug 17, 2017: $7,529,197.00Oct 12, 2018: $8,059,197.00Sep 12, 2019: $8,059,197.00Sep 28, 2020: $8,059,197.00Sep 8, 2021: $8,459,197.00Aug 31, 2022: $8,459,197.00Aug 8, 2023: $8,459,197.00Sep 16, 2024: $8,459,197.00Sep 16, 2026: $9,241,128.00Sep 16, 2026

Dates 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$8,459,197 → $9,241,128
  • Reported investors38 → 41

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 16, 2026Amendment$9,241,128$781,931vs Sep 16, 202441SEC filing
Sep 12, 2025Initial$8,641,128No comparisonNot reportedSEC filing
Sep 16, 2024Amendment$8,459,197$0vs Aug 8, 202338SEC filing
Aug 8, 2023Amendment$8,459,197$0vs Aug 31, 202238SEC filing
Aug 31, 2022Amendment$8,459,197$0vs Sep 8, 202124SEC filing
Sep 8, 2021Amendment$8,459,197$400,000vs Sep 28, 202024SEC filing
Sep 28, 2020Amendment$8,059,197$0vs Sep 12, 201920SEC filing
Sep 12, 2019Amendment$8,059,197$530,000vs Aug 17, 201737SEC filing
Oct 12, 2018Amendment$8,059,197$530,000vs Aug 17, 201737SEC filing
Aug 17, 2017Amendment$7,529,197$82,000vs Aug 31, 201634SEC filing
Aug 31, 2016Amendment$7,447,197$410,500vs Jul 16, 201534SEC filing
Jul 16, 2015Amendment$7,036,697$802,354vs Jan 8, 201434SEC filing
Jan 8, 2014Amendment$6,234,343$420,334vs Jul 20, 201230SEC filing
Jul 20, 2012Amendment$5,814,009$726,486vs Jul 20, 201128SEC filing
Jul 20, 2011Amendment$5,087,523No comparison27SEC filing
Jul 29, 2010InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$8.34K (estimated)
Finders' fees
$0
Form D file number
021-145636

Source: Form D, filed Sep 16, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

MOUNT WILSON GLOBAL FUND, L.P.

Investment adviser: FIRST WILSHIRE SECURITIES MANAGEMENT, INC.

Gross asset value
$7.96M
Beneficial owners
19
ADV minimum commitment
$500K

Reported in Form ADV on May 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C ALPS LOS ANGELES, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States Other funds reporting this name →
Custodian UMB BANK KANSAS CITY, Missouri, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER LLP
PCAOB 274

Fund asset history · 5 annual observations Gross asset value by annual ADV filing$0$4M$8MFY 2021: $7,998,703.00FY 2021FY 2022: $6,159,701.00FY 2022FY 2023: $6,823,023.00FY 2023FY 2024: $5,967,229.00FY 2024FY 2025: $7,955,306.00FY 2025

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Fiscal yearGross assetsBeneficial ownersADV filed
2021$7,998,70324Mar 30, 2022
2022$6,159,70122Mar 28, 2023
2023$6,823,02321Mar 26, 2024
2024$5,967,22921Mar 28, 2025
2025$7,955,30619Mar 27, 2026
Filing source

Form ADV 2103245 · May 5, 2026 · Schedule D 7.B.(1), fund 805-4752343957

Reported by FIRST WILSHIRE SECURITIES MANAGEMENT, INC. (CRD 171971).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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.

People and organizations reported in Form D filings
NameReported role
Fredrick Leonard Astman Executive, Promoter
William Adam Caton Executive, Promoter
None First Wilshire Securities Management, Inc. Promoter
N/A First Wilshire Securities Management, Inc. Promoter
Nicole Elizabeth Green Executive, Promoter
Scott William Hood Executive, Promoter
Howard Haoming Lu Executive, Promoter
N/A Mount Wilson Management, Llc Promoter
None Mount Wilson Management, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
200 South Los Robles Avenue Suite 620
Pasadena, CA, 91101
Phone: (626) 796-6622