Form D · Private Equity Fund

iCapital-BCP IX Access Fund, L.P.

New York, NY · CIK 0001926310

Offering snapshot reported Jun 12, 2025 · SEC filing

Reported sold
$62.8M
Indefinite offering
Investors reported
87
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 28, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$42.2M$84.4MJun 6, 2022Jun 14, 2023: $50,150,000.00Jun 14, 2023Jun 12, 2024: $84,416,999.00Jun 12, 2024Jun 12, 2025: $62,841,000.00Jun 12, 2025

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$84,416,999 → $62,841,000
  • Reported investors163 → 87

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 12, 2025Amendment$62,841,000-$21,575,999vs Jun 12, 202487SEC filing
Jun 12, 2024Amendment$84,416,999$34,266,999vs Jun 14, 2023163SEC filing
Jun 14, 2023Amendment$50,150,000No comparison61SEC filing
Jun 6, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-448149
Certain investors are required to pay (i) an upfront placement fee and/or (ii) an ongoing annual fee to the placement agent.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Goldman Sachs & Co. LLC361

Source: Form D, filed Jun 12, 2025. 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

ICAPITAL-BCP IX ACCESS FUND, L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value
$63.5M
Beneficial owners
87
ADV minimum commitment
$250K

Reported in Form ADV on Sep 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Marketer 1834 INVESTMENT ADVISORS CO. MILWAUKEE, Wisconsin, United States Related to adviser: No
Marketer BAYSHORE WEALTH ADVISORS CORAL GABLES, Florida, United States Related to adviser: No
Marketer BLVD PRIVATE WEALTH, LLC PROSPECT, Kentucky, United States Related to adviser: No
Marketer CAPITAL ADVISERS, INC. RALEIGH, North Carolina, United States Related to adviser: No
Marketer GOLDMAN SACHS ASSET MANAGEMENT, L.P. NEW YORK, New York, United States Related to adviser: No
Marketer HARBOUR CAPITAL ADVISORS, LLC TYSONS CORNER, Virginia, United States Related to adviser: No
Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: Yes
Marketer PACIFIC EDGE ADVISORS, LLC CORONA DEL MAR, California, United States Related to adviser: No
Marketer QUADRANT PRIVATE WEALTH MANAGEMENT, LLC BETHELHEM, Pennsylvania, United States Related to adviser: No
Marketer REGATTA CAPITAL GROUP, LLC EL SEGUNDO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

1834 INVESTMENT ADVISORS CO.
CRD 105435 · SEC 801-11335

BAYSHORE WEALTH ADVISORS
CRD 144191 · SEC 801-68559

BLVD PRIVATE WEALTH, LLC
CRD 310682 · SEC 801-126683

CAPITAL ADVISERS, INC.
CRD 118442 · SEC 801-63487

GOLDMAN SACHS ASSET MANAGEMENT, L.P.
CRD 107738 · SEC 801-37591

HARBOUR CAPITAL ADVISORS, LLC
CRD 157266 · SEC 801-77679

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

PACIFIC EDGE ADVISORS, LLC
CRD 283628 · SEC 801-107861

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CRD 277044 · SEC 801-106484

REGATTA CAPITAL GROUP, LLC
CRD 145363 · SEC 801-68490

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-4340195790

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
I Capital Pe Gp, Llc Promoter
Joshua Lee Executive
Justin Lioi Executive
Mallory Ross Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Compliance Department 60 East 42 Nd Street, 28 Th Floor
New York, NY, 10165