Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2025-08-07 | D/A | $262.5M | 314 | |
| 2026-08-06 | D/A | $359.6M | 397 | +$97.1M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Earlier and related filings by the same issuer and sponsor. All Wma Systematic vehicles →
Sold rose to $NaN (+$97.1M, +83 investors) in 364 days since the previous filing.
Sold rose to $NaN (+$7.1M, +16 investors) in 364 days since the previous filing.
Sold rose to $NaN (+$220.3M, +4 investors) in 365 days since the previous filing.
Sold rose to $NaN (+$108M, +4 investors) in 365 days since the previous filing.
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| Campbell Congdon | Director |
| -- iCapital Advisors, LLC | Promoter |
| Martin Steyn | Director |
| Michael Stanton | Executive Officer |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Michael Stanton, Authorized Signatory of the Investment Manager of the Issuer.
Placement agents / sales compensation: UBS Financial Services Inc
Relevant to: Fund audit & tax, Fund administrator.
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