Form D · Hedge Fund

Investment Partners, LLC - Tax-Aware Fund

San Francisco, CA · CIK 0002132125

Offering snapshot reported Oct 13, 2026 · SEC filing

Reported sold
$7.15M
Indefinite offering
Investors reported
36
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 1, 2026
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.57M$7.15MJun 8, 2026: $3,492,000.00Jun 8, 2026Oct 13, 2026: $7,147,000.00Oct 13, 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.

  • Reported sold$3,492,000 → $7,147,000
  • Reported investors21 → 36

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 13, 2026Amendment$7,147,000$3,655,000vs Jun 8, 202636SEC filing
Jun 8, 2026Initial$3,492,000No comparison21SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-586561

Source: Form D, filed Oct 13, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Ralph Drybrough Executive
Fort Point Capital Partners Llc Executive
Timothy Mc Dowell Executive
Paul Touchstone Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Three Embarcadero Center, Suite 2350
San Francisco, CA, 94111