Form D · Hedge Fund
Elevate Alpha Fund LP
Newport Beach, CA · CIK 0002114379
Offering snapshot reported Mar 4, 2026 · SEC filing
- Reported sold
- $4M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Mar 2, 2026 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 4, 2026 | Initial | $4,000,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-575379
The reported amount sold and number of investors represent total contributions by all investors in the Issuer since inception. The current assets under management and current number of investors may be significantly different.
Source: Form D, filed Mar 4, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| N/A Axios Capital Gp, Llc | Promoter |
| N/A Elevate Wealth Advisors, Llc | Promoter |
| Stephen Peterson | Promoter |
| James Thornton | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
4675 Macarthur Boulevard Suite 1430
Newport Beach, CA, 92660
Newport Beach, CA, 92660