Trailhead Options Income LP — Form D/A
Trailhead Options Income LP of WEST CONSHOHOCKEN, PA, a pooled investment fund, filed a Form D amendment with the SEC on 2026-03-09. $21.3M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2026-03-09
- Form: D/A
- Accession: 0001955070-26-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b,3C,3C.1
- Amount sold: $21.3M
- Minimum investment: $250K
- Investors: 66
- Date of first sale: 2022-12-02
- Security types: fund interests
- SEC file number: 021-465817
Issuer
- Name: Trailhead Options Income LP
- CIK: 0001955070
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2022
- Address: C/O PPB TRAILHEAD OPTIONS MGT LLC, WEST CONSHOHOCKEN, PA, 19428
- Phone: 4842784017
Officers, directors & promoters (9)
| Name | Role | Location |
|---|
| N/A Focus Partners Wealth, LLC | Executive Officer | St. Louis, MO |
| N/A Focus Partners Wealth, LLC | Related Person | St. Louis, MO |
| Brendan Lake | Related Person | West Conshohocken, PA |
| N/A PPB Trailhead Options Mgt LLC | Related Person | West Conshohocken, PA |
| Brendan Lake | Executive Officer | West Conshohocken, PA |
| N/A PPB Trailhead Options Mgt LLC | Executive Officer | West Conshohocken, PA |
| N/A The Colony Group, LLC | Executive Officer | Atlanta, GA |
| NA Gratus Capital, LLC | Executive Officer | Atlanta, GA |
| NA PPB Trailhead Options Mgt LLC | Executive Officer | West Conshohocken, PA |
Other filings by this issuer (3)
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