Form D · Other Investment Fund

EAGLE INCOME APPRECIATION PARTNERS LP

Houston, TX · CIK 0001460736

Offering snapshot reported Jan 21, 2026 · SEC filing

Reported sold
$286M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
Jan 21, 2026Amendment$285,750,735No comparisonNot reportedSEC filing
Jan 21, 2025Amendment$286,026,515$77,390,308vs Jan 18, 202429SEC filing
Jan 18, 2024Amendment$208,636,207$41,086,497vs Jan 18, 202329SEC filing
Jan 18, 2023Amendment$167,549,710$37,958,533vs Jan 21, 202231SEC filing
Jan 21, 2022Amendment$129,591,177$43,311,947vs Jan 21, 202135SEC filing
Jan 21, 2021Amendment$86,279,230-$51,627,436vs Jan 22, 202041SEC filing
Jan 22, 2020Amendment$137,906,666-$23,223,528vs Jan 23, 201952SEC filing
Jan 23, 2019Amendment$161,130,194-$70,189,663vs Jan 24, 201873SEC filing
Jan 24, 2018Amendment$231,319,857-$75,418,723vs Jan 26, 201779SEC filing
Jan 26, 2017Amendment$306,738,580$80,914,005vs Jan 29, 201683SEC filing
Jan 29, 2016Amendment$225,824,575-$188,111,413vs Feb 2, 201587SEC filing
Feb 2, 2015Amendment$413,935,988-$20,833,052vs Feb 4, 201487SEC filing
Feb 4, 2014Amendment$434,769,040$126,591,137vs Feb 5, 201384SEC filing
Feb 5, 2013Amendment$308,177,903$27,320,127vs Feb 10, 201262SEC filing
Feb 10, 2012Amendment$280,857,776-$9,119,224vs Feb 10, 201179SEC filing
Feb 10, 2011Amendment$289,977,000$81,841,000vs Feb 26, 201078SEC filing
Feb 26, 2010Amendment$208,136,000No comparison74SEC filing
Mar 17, 2009PaperNot reportedNo comparisonNot reported

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-129542

Source: Form D, filed Jan 21, 2026. 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

EAGLE INCOME APPRECIATION PARTNERS, L.P.

Investment adviser: EAGLE GLOBAL ADVISORS LLC

Gross asset value
$300M
Beneficial owners
31
ADV minimum commitment
$250K

Reported in Form ADV on Sep 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUM NEW YORK, New York, United States
Custodian FIDELITY DISTRIBUTORS COMPANY LLC COVINGTON, Kentucky, United States Related to adviser: No
Prime broker UBS SECURITIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WITHUM
PCAOB 100

FIDELITY DISTRIBUTORS COMPANY LLC
SEC 8-35097

UBS SECURITIES LLC
CRD 7654 · SEC 8-22651

Filing source

Form ADV 2131088 · Sep 4, 2026 · Schedule D 7.B.(1), fund 805-2588211479

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
Edward R. Allen Iii Director, Executive
Paul David Chiaro, Jr. Director, Executive
Malcom S. Day Director, Executive
John F. Gualy Director, Executive
Thomas N. Hunt Director, Executive
Steven S. Russo Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1330 Post Oak Boulevard Suite 3000
Houston, TX, 77056