Income Access Fund LP — Form D/A
Income Access Fund LP of WEST CONSHOHOCKEN, PA, a pooled investment fund, filed a Form D amendment with the SEC on 2025-03-19. $73.7M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-03-19
- Form: D/A
- Accession: 0001936171-25-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $73.7M
- Minimum investment: $250K
- Investors: 75
- Date of first sale: 2022-07-25
- Security types: fund interests
- SEC file number: 021-450939
Issuer
- Name: Income Access Fund LP
- CIK: 0001936171
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2022
- Address: 300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA, 19428
- Phone: 484-278-4017
Officers, directors & promoters (10)
| Name | Role | Location |
|---|
| N/A EP Wealth Advisors LLC | Executive Officer | Exton, PA |
| Brendan Lake | Executive Officer | West Conshohocken, PA |
| N/A PPB LD Mgt LLC | Executive Officer | West Conshohocken, PA |
| Brendan W Lake | Executive Officer | West Conshohocken, PA |
| Brendan W Lake | Related Person | West Conshohocken, PA |
| N/A PPB LD Mgt LLC | Related Person | West Conshohocken, PA |
| N/A EP Wealth Advisors, LLC | Related Person | Torrance, CA |
| N/A Lehman & DeRafelo Financial Resources LLC | Executive Officer | MEDIA, PA |
| N/A W EP WEALTH ADVISORS, LLC | Executive Officer | Torrance, CA |
| N/A W PPB LD MGT LLC | Executive Officer | West Conshohocken, PA |
Other filings by this issuer (4)
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