Form D · Other Investment Fund

Foundation Premium Income Fund LP

State College, PA · CIK 0001832490

Offering snapshot reported Jun 28, 2023 · SEC filing

Reported sold
$73.3M
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 4, 2021
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
Jun 28, 2023Amendment$73,339,851No comparison0SEC filing
Nov 17, 2020InitialYet to sellNo comparison0SEC 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
021-380712
Amount is Gross Asset Value of Fund as of 12/31/2022

Source: Form D, filed Jun 28, 2023. 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

FOUNDATION PREMIUM INCOME FUND, LP

Investment adviser: INVESTMENT RESEARCH PARTNERS LLC

Gross asset value
$54.2M
Beneficial owners
85
ADV minimum commitment
$250K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES MILWAULKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY ENGLEWOOD, Colorado, United States
Custodian INTERACTIVE BROKERS GREENWICH, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY
PCAOB 673

Filing source

Form ADV 2083260 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-3888958714

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
Richard De Fluri Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
232 Regent Ct
State College, PA, 16801