Form D · Private Equity Fund

CAA-Montauk TriGuard VIII Access Fund, L.P.

New York, NY · CIK 0001766424

Offering snapshot reported Feb 4, 2019 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 4, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-332108

Source: Form D, filed Feb 4, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CAA-MONTAUK TRIGUARD VIII ACCESS FUND, LP

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value
$85.8M
Beneficial owners
74
ADV minimum commitment
$250K

Reported in Form ADV on Sep 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Marketer BLACKSTONE INC. NEW YORK, New York, United States Related to adviser: No
Marketer BLUE ZONE WEALTH ADVISORS, LLC LOS ANGELES, California, United States Related to adviser: No
Marketer CORIENT CAPITAL PARTNERS, LLC NEWPORT BEACH, California, United States Related to adviser: No
Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: Yes
Marketer IEQ CAPITAL, LLC FOSTER CITY, California, United States Related to adviser: No
Marketer MONETA GROUP INVESTMENT ADVISORS, LLC ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

BLUE ZONE WEALTH ADVISORS, LLC
CRD 305943 · SEC 801-117548

CORIENT CAPITAL PARTNERS, LLC
CRD 170920 · SEC 801-79578

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

IEQ CAPITAL, LLC
CRD 301819 · SEC 801-115278

MONETA GROUP INVESTMENT ADVISORS, LLC
CRD 104727 · SEC 801-34723

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-1075926152

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
I Capital Pe Gp, Llc Executive, Promoter
Justin Lioi Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Institutional Capital Network, Inc. 60 East 42 Nd Street, 26 Th Floor
New York, NY, 10165