Form D · Hedge Fund

Cardinal Point Fund I LP

San Francisco, CA · CIK 0001292869

Offering snapshot reported Oct 26, 2026 · SEC filing

Reported sold
$2.7M
Indefinite offering
Investors reported
9
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Mar 24, 2004
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.35M$2.7MMar 17, 2009: $1,222,000.00Mar 17, 2009Feb 17, 2010: $1,222,000.00Nov 1, 2010: $1,222,000.00Nov 1, 2011: $1,382,000.00Nov 2, 2012: $1,502,000.00Nov 4, 2013: $1,503,000.00Nov 3, 2014: $1,703,000.00Nov 2, 2015: $2,703,000.00Nov 2, 2016: $2,703,000.00Oct 31, 2017: $2,703,000.00Oct 31, 2018: $2,703,000.00Oct 31, 2019: $2,703,000.00Oct 27, 2020: $2,703,000.00Oct 27, 2021: $2,703,000.00Oct 27, 2022: $2,703,000.00Oct 27, 2023: $2,703,000.00Oct 25, 2024: $2,703,000.00Oct 24, 2025: $2,703,000.00Oct 26, 2026: $2,703,000.00Oct 26, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 26, 2026Amendment$2,703,000$0vs Oct 24, 20259SEC filing
Oct 24, 2025Amendment$2,703,000$0vs Oct 25, 20249SEC filing
Oct 25, 2024Amendment$2,703,000$0vs Oct 27, 20239SEC filing
Oct 27, 2023Amendment$2,703,000$0vs Oct 27, 20229SEC filing
Oct 27, 2022Amendment$2,703,000$0vs Oct 27, 20219SEC filing
Oct 27, 2021Amendment$2,703,000$0vs Oct 27, 20209SEC filing
Oct 27, 2020Amendment$2,703,000$0vs Oct 31, 20199SEC filing
Oct 31, 2019Amendment$2,703,000$0vs Oct 31, 20189SEC filing
Oct 31, 2018Amendment$2,703,000$0vs Oct 31, 20179SEC filing
Oct 31, 2017Amendment$2,703,000$0vs Nov 2, 20169SEC filing
Nov 2, 2016Amendment$2,703,000$0vs Nov 2, 20159SEC filing
Nov 2, 2015Amendment$2,703,000$1,000,000vs Nov 3, 20149SEC filing
Nov 3, 2014Amendment$1,703,000$200,000vs Nov 4, 20138SEC filing
Nov 4, 2013Amendment$1,503,000$1,000vs Nov 2, 20128SEC filing
Nov 2, 2012Amendment$1,502,000$120,000vs Nov 1, 20118SEC filing
Nov 1, 2011Amendment$1,382,000$160,000vs Nov 1, 20108SEC filing
Nov 1, 2010Amendment$1,222,000$0vs Feb 17, 20105SEC filing
Feb 17, 2010Amendment$1,222,000$0vs Mar 17, 20095SEC filing
Mar 17, 2009Amendment$1,222,000No comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-66110

Source: Form D, filed Oct 26, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CARDINAL POINT FUND I LP

Investment adviser: CARDINAL POINT CAPITAL LLC

Gross asset value
$2.24M
Beneficial owners
5
ADV minimum commitment
$1M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C FINANCIAL SERVICES LLC WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP NEW YORK, New York, United States
Custodian J.P. MORGAN SECURITIES LLC SAN FRANCISCO, California, United States Related to adviser: No
Prime broker J.P. MORGAN SECURITIES LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

J.P. MORGAN SECURITIES LLC
SEC 8-35008

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Filing source

Form ADV 2088062 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-3865405665

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Cardinal Point Associates Llc Executive
Cardinal Point Capital Llc Executive
Greg Elmlinger Executive
Mark Sipperelle Executive
Mark Sipprelle Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Cardinal Point Capital Llc 50 California Street, Suite 1500
San Francisco, CA, 94111