Sponsor Check › Issuer
Limited Partnership · organized in DELAWARE · formed 2024 · NEW YORK, NY · SEC CIK 2041119
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
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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.
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Sources to be compared: sponsor public claims · SEC Form D · SEC Form ADV (IAPD) · state business records · As of Oct 23, 2026, 9:14 PM ET.
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)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 21, 2026 D/A File 021-528060 | $0 (est.) | $0 | $0 | Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ |
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.
Each filing as reported by the issuer. Open a row for the full plain-English detail.
| Filing | Form D/A (amendment) filed Oct 21, 2026 · amends 0002041119-25-000002 ↗ SEC file no. 021-528060 · accession 0002041119-26-000001 |
|---|---|
| Raise progress | $296,330,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Dec 19, 2024 · Form D filed: Oct 21, 2026 (671 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 sale | 674 days (1.8 years) |
| Annual amendments | Issuer 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. |
| Investors | 618 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Private Equity Fund) · revenue range: Decline to Disclose |
| Who is paid to sell it | Morgan Stanley Smith Barney LLC — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Certain private placement clients of Morgan Stanley, Smith Barney, LLC ("MSSB") are required to pay (i) an upfront placement fee to MSSB and (ii) an annual ongoing fee to the fund (which is then paid to MSSB). |
| Signed by | Max Schwartz, Authorized Signatory of the General Partner (Oct 21, 2026) |
| Changes vs prior filing | total sold: $286,080,000 → $296,330,000 investors: 597 → 618 Compared with the D/A filed Oct 27, 2025 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 618. 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. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index |
| Filing | Form D/A (amendment) filed Oct 27, 2025 · amends 0001966615-24-000001 ↗ SEC file no. 021-528060 · accession 0002041119-25-000002 |
|---|---|
| Raise progress | $286,080,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Dec 19, 2024 · Form D filed: Oct 27, 2025 (312 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 sale | 674 days (1.8 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 27, 2025. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 597 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Private Equity Fund) · revenue range: Decline to Disclose |
| Who is paid to sell it | Morgan Stanley Smith Barney LLC — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 "Certain private placement clients of Morgan Stanley, Smith Barney, LLC (""MSSB"") are required to pay (i) an upfront placement fee to MSSB and (ii) an annual ongoing fee to the fund (which is then paid to MSSB)." |
| Signed by | Max Schwartz, Authorized Signatory of the General Partner (Oct 27, 2025) |
| Changes vs prior filing | total sold: $0 → $286,080,000 investors: 0 → 597 Compared with the D filed Oct 29, 2024 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 597. 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. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Oct 29, 2024 SEC file no. 021-528060 · accession 0001966615-24-000001 |
|---|---|
| Raise progress | $0 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Yet to occur · Form D filed: Oct 29, 2024 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 amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 0 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Private Equity Fund) · revenue range: Decline to Disclose |
| Who is paid to sell it | Morgan Stanley Smith Barney LLC — FINRA BrokerCheck CRD 149777 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 "Certain private placement clients of Morgan Stanley, Smith Barney, LLC (""MSSB"") are required to pay (i) an upfront placement fee to MSSB and (ii) an annual ongoing fee to the fund (which is then paid to MSSB)." |
| Signed by | Max Schwartz, Authorized Signatory of the General Partner (Oct 29, 2024) |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. 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. |
| Source | This 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.
| Name | Relationship | Address state | On filings | Also listed on |
|---|---|---|---|---|
| Max Schwartz | Executive Officer Authorized Signatory of the General Partner | NY | Oct 29, 2024 → Oct 21, 2026 | 257 other issuers |
| iCapital Strategies LLC entity | Promoter General Partner of the Issuer | NY | Oct 29, 2024 → Oct 21, 2026 | 80 other issuers |
Executive officers, directors and promoters as self-reported by the issuer. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
No other issuers list the same related persons.
Shared address: this business address appears on filings for 153 other issuers. Stated as a count only — many addresses are shared office buildings or registered agents.
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