Trailhead Growth, LP — Form D

Trailhead Growth, LP of WEST CONSHOHOCKEN, PA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2021-12-23. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (10)

NameRoleLocation
Brendan W LakeExecutive OfficerWest Conshohocken, PA
N/A NA Focus Partners Wealth, LLCPromoterSt. Louis, MO
n/a PPB Trailhead Growth Mgt LLCDirectorWest Conshohocken, PA
n/a PPB Trailhead Growth Mgt LLCRelated PersonWest Conshohocken, PA
N/A NA The Colony Group, LLCPromoterAtlanta, GA
n/a Gratus Capital, LLCPromoterATLANTA, GA
N/A N/A Focus Partners Wealth, LLCPromoterSt. Louis, MO
N/A N/A Focus Partners Wealth, LLCRelated PersonSt. Louis, MO
Brendan W. LakeExecutive OfficerWest Conshohocken, PA
Brendan W. LakeRelated PersonWest Conshohocken, PA

Other filings by this issuer (5)

FiledFormOfferingSold
2026-03-09D/A$24.1M
2025-03-13D/A$24.1M
2024-11-19D/A$24.1M
2024-03-20D/A$25.2M
2023-02-15D/A$23.5M

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