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.

Table view

Hedge fund · 2

2 filings in the last 730 days · page 1 of 1

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

Fund raise update · Hedge fund · Open-ended · Offering Indefinite · Sold $7.1M · SAN FRANCISCO, CA · filed 2026-10-13

Sold rose to $NaN (+$3.7M, +15 investors) in 127 days since the previous filing.

3(c)(7) — qualified purchasersCapital closing now

Investment Partners, LLC - Tax-Aware Fund files an open-ended hedge fund fund

New fund · Hedge fund · Open-ended · Offering Indefinite · Sold $3.5M · SAN FRANCISCO, CA · filed 2026-06-08

3(c)(7) — qualified purchasersFirst filing by this entityNeeds prime broker / custody

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