FormDSignal
42

Investment Partners, LLC - Tax-Aware Fund updates its Form D — $7.1M sold

Fund raise update · Hedge fund · Open-ended · SAN FRANCISCO, CA · Form D/A filed 2026-10-13 · all Tax Aware vehicles
3(c)(7) — qualified purchasersCapital closing now

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.

FiledFormSoldInvestorsChange
2026-06-08D$3.5M21
2026-10-13D/A$7.1M36+$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

BV INVESTMENT PARTNERS, L.P.

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 LLCExecutive Officer
Timothy McDowellExecutive Officer
Ralph DrybroughExecutive Officer
Paul TouchstoneExecutive 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.