Form D · Other Investment Fund

HCP PD I INVESTORS, L.P.

San Francisco, CA · CIK 0001888260

Offering snapshot reported Oct 27, 2021 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 27, 2021	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-418774

Source: Form D, filed Oct 27, 2021. 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

HCP PD I INVESTORS, L.P.

Investment adviser: PATHSTONE FAMILY OFFICE, LLC

Gross asset value: $82.6M
Beneficial owners: 35
ADV minimum commitment: $250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES INC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PWC LLP SAN FRANCISCO, California, United States

Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No

Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PWC LLP
PCAOB 238

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2081708 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5018797342

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
Name	Reported role
Eric E. Alt	Director, Executive
N/A Hall Capital Partners Llc	Director
N/A Hcp Spv Management, Llc	Director
Simon C. Krinsky	Director, Executive
Sarah E. Stein	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

One Maritime Plaza, Sixth Floor
San Francisco, CA, 94111