PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 9:15 PM ET

Sponsor Check › And Real › Issuer

Palladius Income Fund, LP

Limited Partnership · organized in DELAWARE · formed 2021 · AUSTIN, TX · SEC CIK 1882215

Part of sponsor group: And Real (70 issuers, 244 filings) · grouped because: shared people, similar issuer names · confidence 85% · Not the same sponsor? Request a correction

6Form D filings
$199,141,000max total sold reported
1928investors (max reported)
2022–2026filing years
0new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Oct 21, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

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Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

2. Regulatory actions

Not yet searched.

Sources to be searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. State securities regulator actions: not yet searched. · Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

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Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

4. Differences between public sources

Coming soon.

What will be compared: what the sponsor says publicly (website, marketing materials, claimed profile) against what public records show — SEC Form D filings, Form ADV adviser registration, and state business records. Every comparison is reviewed by a person before it is published.

No comparisons published yet.

Sources to be compared: sponsor public claims · SEC Form D · SEC Form ADV (IAPD) · state business records · As of Oct 23, 2026, 9:15 PM ET.

5. Money to insiders and sales commissions

0 of 1 offering report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Oct 21, 2026 D/A
File 021-458036
$0 (est.)$0 (est.)$0 (est.)None listed

As reported by the issuer on Form D (Items 12–15), latest filing per offering. "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates.

Offerings (SEC Form D)

Each filing as reported by the issuer. Open a row for the full plain-English detail.

Oct 21, 2026 D/A Pooled Investment Fund — $199,141,000 sold of $300,000,000 · 1928 investors EDGAR ↗
FilingForm D/A (amendment) filed Oct 21, 2026 · amends 0001882215-25-000002 ↗
SEC file no. 021-458036 · accession 0001882215-26-000001
Raise progress$199,141,000 sold of $300,000,000 offered (66%) · $100,859,000 remaining
Includes investors that were redeemed and are no longer investors in the fund.
Filing timingDate of first sale: Sep 8, 2022 · Form D filed: Oct 21, 2026 (1504 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale1,507 days (4.1 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Oct 21, 2026.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors1,928 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$12,000
Securities offeredEquity
Industry / issuer sizePooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Signed byNitin Chexal, Authorized Signer (Oct 21, 2026)
Changes vs prior filingtotal sold: $180,704,000 → $199,141,000
investors: 1755 → 1928
Compared with the D/A filed Oct 21, 2025 (EDGAR ↗). Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $12,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: $300,000,000. Typical range: $155,000–$5,250,000.
Investors: 1928. Typical range: 4–27.
"Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score.
SourceThis filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index
Oct 21, 2025 D/A Pooled Investment Fund — $180,704,000 sold of $300,000,000 · 1755 investors EDGAR ↗
FilingForm D/A (amendment) filed Oct 21, 2025 · amends 0001882215-24-000003 ↗
SEC file no. 021-458036 · accession 0001882215-25-000002
Raise progress$180,704,000 sold of $300,000,000 offered (60%) · $119,296,000 remaining
Includes investors that were redeemed and are no longer investors in the fund.
Filing timingDate of first sale: Sep 8, 2022 · Form D filed: Oct 21, 2025 (1139 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale1,507 days (4.1 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Oct 21, 2025.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors1,755 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$12,000
Securities offeredEquity
Industry / issuer sizePooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Signed byNitin Chexal, Authorized Signer (Oct 20, 2025)
Changes vs prior filingtotal sold: $137,180,000 → $180,704,000
investors: 1315 → 1755
Compared with the D/A filed Oct 16, 2024 (EDGAR ↗). Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $12,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: $300,000,000. Typical range: $155,000–$5,250,000.
Investors: 1755. Typical range: 4–27.
"Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set
Oct 16, 2024 D/A Pooled Investment Fund — $137,180,000 sold of $300,000,000 · 1315 investors EDGAR ↗
FilingForm D/A (amendment) filed Oct 16, 2024 · amends 0001882215-24-000002 ↗
SEC file no. 021-458036 · accession 0001882215-24-000003
Raise progress$137,180,000 sold of $300,000,000 offered (46%) · $162,820,000 remaining
Filing timingDate of first sale: Sep 8, 2022 · Form D filed: Oct 16, 2024 (769 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale1,507 days (4.1 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Oct 16, 2024.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors1,315 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$12,000
Securities offeredEquity
Industry / issuer sizePooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Signed byNitin Chexal, Authorized Signer (Oct 15, 2024)
Changes vs prior filingtotal sold: $99,408,000 → $137,180,000
investors: 926 → 1315
minimum investment: $13,000 → $12,000
Compared with the D/A filed May 8, 2024 (EDGAR ↗). Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $12,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: $300,000,000. Typical range: $155,000–$5,250,000.
Investors: 1315. Typical range: 4–27.
"Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set
May 8, 2024 D/A Pooled Investment Fund — $99,408,000 sold of $300,000,000 · 926 investors EDGAR ↗
FilingForm D/A (amendment) filed May 8, 2024 · amends 0001882215-23-000001 ↗
SEC file no. 021-458036 · accession 0001882215-24-000002
Raise progress$99,408,000 sold of $300,000,000 offered (33%) · $200,592,000 remaining
Filing timingDate of first sale: Sep 8, 2022 · Form D filed: May 8, 2024 (608 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale1,507 days (4.1 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated May 8, 2024.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors926 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$13,000
Securities offeredEquity
Industry / issuer sizePooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Signed byNitin Chexal, Authorized Signer (May 8, 2024)
Changes vs prior filingtotal sold: $73,827,000 → $99,408,000
investors: 679 → 926
Compared with the D/A filed Aug 7, 2023 (EDGAR ↗). Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $13,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: $300,000,000. Typical range: $155,000–$5,250,000.
Investors: 926. Typical range: 4–27.
"Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set
Aug 7, 2023 D/A Pooled Investment Fund — $73,827,000 sold of $300,000,000 · 679 investors EDGAR ↗
FilingForm D/A (amendment) filed Aug 7, 2023 · amends 0001882215-22-000002 ↗
SEC file no. 021-458036 · accession 0001882215-23-000001
Raise progress$73,827,000 sold of $300,000,000 offered (25%) · $226,173,000 remaining
Filing timingDate of first sale: Sep 8, 2022 · Form D filed: Aug 7, 2023 (333 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale1,507 days (4.1 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Aug 7, 2023.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors679 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$13,000
Securities offeredEquity
Industry / issuer sizePooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Signed byNitin Chexal, Authorized Signer (Aug 7, 2023)
Changes vs prior filingtotal sold: $0 → $73,827,000
investors: 0 → 679
minimum investment: $25,000 → $13,000
exemption: 06b, 3C, 3C.5 → 06b
Compared with the D filed Sep 6, 2022 (EDGAR ↗). Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $13,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: $300,000,000. Typical range: $155,000–$5,250,000.
Investors: 679. Typical range: 4–27.
"Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set
Sep 6, 2022 D Pooled Investment Fund — $0 sold of $300,000,000 · 0 investors EDGAR ↗
FilingForm D filed Sep 6, 2022
SEC file no. 021-458036 · accession 0001882215-22-000002
Raise progress$0 sold of $300,000,000 offered (0%) · $300,000,000 remaining
Filing timingDate of first sale: Yet to occur · Form D filed: Sep 6, 2022
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Annual amendmentsIssuer reported the offering may last more than one year.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors0 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion
Minimum investment accepted$25,000
Securities offeredEquity; Pooled investment fund interests
Industry / issuer sizePooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose
Who is paid to sell itNo sales compensation recipients listed on this filing.
Money to insidersSales commissions: $0 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 (est.)
Signed byNitin Chexal, Authorized Signer (Sep 6, 2022)
Market contextMinimum investment: $25,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: $300,000,000. Typical range: $155,000–$5,250,000.
Investors: 0. Typical range: 4–27.
"Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set

All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months · most recent filing Oct 21, 2026.

Key people (related persons as listed on Form D)

NameRelationshipAddress stateOn filingsAlso listed on
Jason OzurDirector
Manager of the Managing Member of the Sole Member of the General Partner
CASep 6, 2022 → Oct 21, 202610 other issuers
Nitin ChexalDirector
Manager of the Managing Member of the Sole Member of the General Partner
TXSep 6, 2022 → Oct 21, 202614 other issuers
Richard GoldmanDirector
Manager of the Managing Member of the Sole Member of the General Partner
CASep 6, 2022 → Oct 21, 202653 other issuers

Executive officers, directors and promoters as self-reported by the issuer. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.

Connections

Other issuers listing the same people:

Shared address: this business address appears on filings for 58 other issuers. Stated as a count only — many addresses are shared office buildings or registered agents.

Adviser registration (Form ADV)

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Public profiles

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