Form D · Other Investment Fund

FWCG Diversified Alternative Income Fund LP

San Jose, CA · CIK 0001669333

Offering snapshot reported Mar 3, 2026 · SEC filing

Reported sold
$5.93M
Indefinite offering
Investors reported
36
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 1, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.55M$9.1MMar 15, 2016Mar 15, 2017: $4,402,098.00Mar 12, 2018: $7,605,953.00Mar 5, 2019: $9,096,606.00Mar 2, 2020: $8,909,411.00Mar 2, 2021: $6,077,101.00Mar 10, 2022: $5,771,041.00Mar 7, 2023: $6,041,965.00Mar 6, 2024: $5,764,289.00Mar 6, 2025: $5,833,065.00Mar 3, 2026: $5,930,579.00Mar 3, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$5,833,065 → $5,930,579
  • Reported investors38 → 36

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 3, 2026Amendment$5,930,579$97,514vs Mar 6, 202536SEC filing
Mar 6, 2025Amendment$5,833,065$68,776vs Mar 6, 202438SEC filing
Mar 6, 2024Amendment$5,764,289-$277,676vs Mar 7, 202337SEC filing
Mar 7, 2023Amendment$6,041,965$270,924vs Mar 10, 202237SEC filing
Mar 10, 2022Amendment$5,771,041-$306,060vs Mar 2, 202137SEC filing
Mar 2, 2021Amendment$6,077,101-$2,832,310vs Mar 2, 202038SEC filing
Mar 2, 2020Amendment$8,909,411-$187,195vs Mar 5, 201954SEC filing
Mar 5, 2019Amendment$9,096,606$1,490,653vs Mar 12, 201833SEC filing
Mar 12, 2018Amendment$7,605,953$3,203,855vs Mar 15, 201739SEC filing
Mar 15, 2017Amendment$4,402,098No comparison32SEC filing
Mar 15, 2016InitialYet 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
021-259333

Source: Form D, filed Mar 3, 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

DIVERSIFIED ALTERNATIVE INCOME FUND, LP

Investment adviser: FAMILY WEALTH CONSULTANTS, INC.

Gross asset value
$5.98M
Beneficial owners
37
ADV minimum commitment
$100K

Reported in Form ADV on Dec 9, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OAKPOINT FUND SERVICES, LLC AVON LAKE, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian MILLENNIUM TRUST COMPANY OAKBROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 1691712 · Dec 9, 2022 · Schedule D 7.B.(1), fund 805-7571537557

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
N/A Family Wealth Consultants Inc. Promoter
N/A Fwcg Opportunity Fund Manager Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1541 The Alameda
San Jose, CA, 95126