Trailhead Income LP — Form D/A

Trailhead Income LP of WEST CONSHOHOCKEN, PA, a pooled investment fund, filed a Form D amendment with the SEC on 2022-02-08. $38.4M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2022-02-08
Form: D/A
Accession: 0001812169-22-000001
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.1
Amount sold: $38.4M
Minimum investment: $250K
Investors: 81
Date of first sale: 2020-06-30
Security types: fund interests
Revenue range: Decline to Disclose
SEC file number: 021-367274

Issuer

Name: Trailhead Income LP
CIK: 0001812169
Entity type: Limited Partnership
Jurisdiction: DELAWARE
Incorporated: 2020
Address: 300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA, 19428
Phone: 4842784017

Officers, directors & promoters (12)

Name	Role	Location
Brendan W Lake	Executive Officer	West Conshohocken, PA
N/A NA Focus Partners Wealth, LLC	Promoter	St. Louis, MO
N/A NA PPB Trailhead Mgt., LLC	Executive Officer	West Conshohocken, PA
N/A NA The Colony Group, LLC	Executive Officer	Atlanta, GA
N/A NA Gratus Capital, LLC	Executive Officer	ATLANTA, GA
Patrick W Nolan	Executive Officer	Atlanta, GA
N/A N/A Focus Partners Wealth, LLC	Promoter	St. Louis, MO
N/A N/A Focus Partners Wealth, LLC	Related Person	St. Louis, MO
Brendan W. Lake	Executive Officer	West Conshohocken, PA
Brendan W. Lake	Related Person	West Conshohocken, PA
N/A N/A PPB Trailhead Mgt., LLC	Executive Officer	West Conshohocken, PA
N/A N/A PPB Trailhead Mgt., LLC	Related Person	West Conshohocken, PA

Other filings by this issuer (8)

Filed	Form	Offering	Sold
2026-03-09	D/A	—	$47.5M
2025-03-13	D/A	—	$47.5M
2024-11-19	D/A	—	$47.5M
2024-11-19	D/A	—	$47.5M
2024-11-19	D/A	—	$47.5M
2024-03-20	D/A	—	$49.9M
2023-02-15	D/A	—	$51.1M
2020-05-19	D	—	—

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