Weatherbie Capital LLC

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Weatherbie Capital LLC
CRD #105991
SEC #801-50672
CIK #0001082045
AUM 1,343.1 M (2026-06-18)
Employees 7 (100% Investors, 14% Brokers)
Phone617-951-2550
Address265 Franklin Street
Boston, MA 02110
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($B)
5.04.03.02.01.00.01999200820172027
CIK Period
0001082045
Sector Form 13F Holdings Value ($B)
Nvidia Corp 2.9
Microsoft Corp 1.8
Amazon Com Inc 1.5
Apple Inc 1.2
Alphabet Inc 1.1
Facebook Inc 1.0
Yandex NV 1.0
Broadcom Inc 0.9
Western Digital Corp 0.7
Tesla Motors Inc 0.7
Applovin Corp 0.5
Silversun Technologies Inc 0.4
Talen Energy Corp 0.4
Natera Inc 0.4
GE Vernova Inc 0.3
Astera Labs Inc 0.3
Sea Ltd 0.3
GFL Environmental Inc 0.3
Arrowhead Research Corp 0.2
Netflix Inc 0.2
Intuitive Surgical Inc 0.2
MercadoLibre Inc 0.2
Astrazeneca PLC 0.2
ROKU Inc 0.2
Rocket Companies Inc 0.1
Biogen IDEC Inc 0.1
Figure Technology Solutions Inc 0.1
GS Acquisition Holdings Corp 0.1
Cloudflare Inc 0.1
 
 
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Type Form D Funds Date Sold AUM
HF Weatherbie Long/Short Fund LP [2015-02-02] 35.6 M 31.3 M
Filed 2025-04-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Weatherbie Growth Fund LP [2012-03-29] 139.2 M 139.9 M
Filed 2025-04-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Weatherbie Long/Short Master Fund LP [2012-03-29] 0.5 M 21.6 M
Offered $300,000,000 · Filed 2013-12-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining $299,471,000 · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 62 0.0
(b) Individuals (high net worth individuals) 1 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 4 0.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 0.2
(g) Pension and profit sharing plans 1 0.2
(h) Charitable organizations 4 0.1
(i) State or municipal government entities 2 0.3
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 80 1.3
By Discretionary
Discretionary 80 1.3
Non-Discretionary 0 0.0
Total 80 1.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.3
Total 80 1.3
Form D Directors Role # Filings # Firms 2011 - 2026
Geoff Ruddick Director 256 66
Ebony Myles-Berry Director 93 36
Daniel Chung Executive Officer 15 3
Robert Kincel Executive Officer 13 3
Hal Liebes Executive Officer 13 3
Weatherbie Capital LLC Promoter 8 2
Weatherbie Limited Partnership LP Promoter 4 2
Weatherbie Management LLC Promoter 4 2
Matthew Weatherbie Executive Officer 3 2
Weatherbie Limited Partnership Promoter 1 1
View All
EDGAR Form CIK 2011 - 2026
13F-HR [0001082045]
13F-NT [0001082045]
3 [0001082045]
SC 13G [0001082045]
Form 13D/13G Filer Form 13D/13G Subject Filed
Weatherbie M A & Co Inc/Ma FXCM Inc [2012-02-10]
Firm Profile (Form ADV)
Discretionary AUM$1.1B
ServesInstitutional, Retail
Fund TypesHedge Fund
LEI549300ILCOYFBHVHE593
Form 3/4/5 Subject 2011 - 2026
Weatherbie Capital LLC
Liberty All Star Growth Fund Inc
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