- Fund vehicles
- 1
- Launches
- 1
- Form D filings
- 2
- First seen
- 2026-06-08
- Latest filing
- 2026-10-13
- Based in
- California
Tax Aware: Form D filings
Every fund vehicle filed under the Tax Aware name since 2024: original launches and D/A raise updates, with offering size, stage, strategy and the people on each filing. Sponsor identity is inferred from the entity name; verify on the filing.
2 filings in the last 730 days matching your filters · page 1 of 1
| Score | Filed | Issuer | Type | Stage | Offering | Sold | Location | Flags | Source |
|---|---|---|---|---|---|---|---|---|---|
| 77 | 2026-06-08 | Investment Partners, LLC - Tax-Aware Fund | Hedge fund | Open-ended | Indefinite | $3.5M | SAN FRANCISCO, CA | 3(c)(7) — qualified purchasersFirst filing by this entityNeeds prime broker / custody | EDGAR |
| 42 | 2026-10-13 | Investment Partners, LLC - Tax-Aware Fund | Hedge fund | Open-ended | Indefinite | $7.1M | SAN FRANCISCO, CA | 3(c)(7) — qualified purchasersCapital closing now | EDGAR |
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