Trailhead Income QP, LP — Form D/A

Trailhead Income QP, LP of WEST CONSHOHOCKEN, PA, a pooled investment fund, filed a Form D amendment with the SEC on 2024-11-19. $17.0M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2024-11-19
Form: D/A
Accession: 0001924104-24-000002
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.7
Amount sold: $17.0M
Minimum investment: $250K
Investors: 35
Date of first sale: 2022-04-30
Security types: fund interests
SEC file number: 021-442982

Issuer

Name: Trailhead Income QP, LP
CIK: 0001924104
Entity type: Limited Partnership
Jurisdiction: DELAWARE
Incorporated: 2022
Address: C/O PPB TRAILHEAD QP MGT LLC, WEST CONSHOHOCKEN, PA, 19428
Phone: 484-278-4017

Officers, directors & promoters (11)

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

Other filings by this issuer (5)

Filed	Form	Offering	Sold
2026-03-09	D/A	—	$17.6M
2025-03-13	D/A	—	$17.0M
2024-03-20	D/A	—	$17.0M
2023-04-17	D/A	—	$15.7M
2022-04-22	D	—	—

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