Financial Edge Strategic Fund, L.P.
Financial Edge Strategic Fund, L.P. is a hedge fund based in Naples, Florida. According to its most recent Form D, filed Mar 10, 2026, the fund has sold $53,853,612 of interests to 175 investors since its first sale in Sep 1998. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Richard Lashley; PL Capital Advisors, LLC; PL Capital, LLC.
Performance
No verified returns have been reported for this fund. As a rough guide, PL Capital Advisors, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +15.6% 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 +66.7% (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
- $53,853,612Cumulative sales reported on Form D
- Investors
- 175
- First sale
- Sep 1, 1998
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Richard Lashley; PL Capital Advisors, LLC; PL Capital, LLC
- Latest Form D
- Mar 10, 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 Financial Edge Strategic Fund, L.P.
What is the minimum investment for Financial Edge Strategic Fund, L.P.?
Financial Edge Strategic Fund, L.P.'s latest Form D, filed Mar 10, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Financial Edge Strategic Fund, L.P.?
Financial Edge Strategic Fund, L.P. is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Financial Edge Strategic Fund, L.P. raised?
Financial Edge Strategic Fund, L.P. reports $53,853,612 sold from 175 investors on its Form D filed Mar 10, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Financial Edge Strategic Fund, L.P. based?
Financial Edge Strategic Fund, L.P. is based in Naples, Florida and is managed by PL Capital Advisors, LLC.
When did Financial Edge Strategic Fund, L.P. launch?
Financial Edge Strategic Fund, L.P. reports its first sale in Sep 1998.
Size compared with every hedge fund
Raised more than 71% of the 750 hedge funds based in Florida, and more than 47% of all 10,307 that report sales.