Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Sold rose from $238M to $525.1M (+$287.1M, +609 investors) in 370 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2025-09-18 | D | $238M | 478 | |
| 2026-09-23 | D/A | $525.1M | 1087 | +$287.1M |
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.
Website and main-office phone from Form ADV. Subscribe to unlock
Schedule D for this adviser has not been read yet; it is queued.
12 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
| Max Schwartz | Executive Officer |
| - iCapital Strategies LLC | Promoter |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Max Schwartz, Authorized Signatory of the General Partner of the Issuer.
Placement agents / sales compensation: Morgan Stanley Smith Barney LLC
Relevant to: Fund audit & tax, Fund administrator, Placement agent / capital introduction, Custodian / prime broker.
The issuer's phone number and address from the filing are shown to subscribers. See plans.
