Form D · Other Investment Fund
Felicitas Income Fund
Milwaukee, WI · CIK 0002121502
Offering snapshot reported Sep 15, 2026 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $25K 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 15, 2026 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-597494
Source: Form D, filed Sep 15, 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 |
|---|---|
| Madeline Arment | Executive |
| Bonar Chhay | Executive |
| N/A Felicitas Global Partners, Llc | Promoter |
| Terrance P. Gallagher | Director |
| David G. Lee | Director |
| Bernadette Murphy | Executive |
| Robert Seyferth | Director |
| Gary E. Shugrue | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
C/O Umb Fund Services, Inc. 235 W. Galena St.
Milwaukee, WI, 53212
Milwaukee, WI, 53212