Trailhead Options Income LP — Form D

Trailhead Options Income LP of WEST CONSHOHOCKEN, PA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2022-11-25. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (9)

NameRoleLocation
Brendan LakeExecutive OfficerWest Conshohocken, PA
Brendan LakeRelated PersonWest Conshohocken, PA
N/A PPB Trailhead Options Mgt LLCExecutive OfficerWest Conshohocken, PA
N/A PPB Trailhead Options Mgt LLCRelated PersonWest Conshohocken, PA
N/A The Colony Group, LLCExecutive OfficerAtlanta, GA
NA Gratus Capital, LLCExecutive OfficerAtlanta, GA
NA PPB Trailhead Options Mgt LLCExecutive OfficerWest Conshohocken, PA
N/A Focus Partners Wealth, LLCExecutive OfficerSt. Louis, MO
N/A Focus Partners Wealth, LLCRelated PersonSt. Louis, MO

Other filings by this issuer (3)

FiledFormOfferingSold
2026-03-09D/A$21.3M
2024-11-19D/A$20.1M
2024-03-20D/A$17.4M

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