Investment Partners, LLC - Tax-Aware Fund updates its Form D — $7.1M sold
How this compares
- Across 174 hedge fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 7 months.
- This is the sponsor's 2nd fund launch on EDGAR; the previous one, Investment Partners, LLC - Tax-Aware Fund, was filed 4 months earlier.
Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Raise progress
Sold rose from $3.5M to $7.1M (+$3.7M, +15 investors) in 127 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2026-06-08 | D | $3.5M | 21 | |
| 2026-10-13 | D/A | $7.1M | 36 | +$3.7M |
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.
Tax Aware on EDGAR
Earlier and related filings by the same issuer and sponsor. All Tax Aware vehicles →
Registered adviser
name match- Registration
- SEC-registered adviser · since 2012-03-30
- Regulatory AUM
- $7.9B
- Employees
- 47
- Private funds on Form ADV
- 10
- Office
- Boston, MA
Website and main-office phone from Form ADV. Subscribe to unlock
Incumbent service providers
The administrator, auditor, custodian and prime broker named on this adviser's 10 other funds: whether a new mandate here is a displacement or a greenfield. Subscribe to unlock
Other Form D filings by this adviser
12 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
People on the filing
| - Fort Point Capital Partners LLC | Executive Officer |
| Timothy McDowell | Executive Officer |
| Ralph Drybrough | Executive Officer |
| Paul Touchstone | 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 Timothy McDowell, Managing Member of the Managing Member of Issuer.
Why now — by persona
Relevant to: Fund audit & tax, Fund administrator, Placement agent / capital introduction, Custodian / prime broker.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans.