Form D · Hedge Fund

iCapital - BH Access Fund, L.P.

New York, NY · CIK 0001860420

Offering snapshot reported May 6, 2022 · SEC filing

Reported sold: $50M
Investors reported: 58
Minimum accepted: $0
First sale: Jun 1, 2021

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
May 6, 2022	Amendment	$49,995,000	No comparison	58	SEC filing
May 12, 2021	Initial	Yet to sell	No comparison	Not reported	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-399150

Private placement clients of Rockefeller Financial LLC (RF) who choose to be Brokerage LPs are required to pay an (i) upfront fee directly to RF and (ii) ongoing monthly fee out of the balance of their capital account (which fees are then paid to RF).

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Rockefeller Financial LLC	291361

Source: Form D, filed May 6, 2022. 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 BH ACCESS FUND, L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value: $32.8M
Beneficial owners: 75
ADV minimum commitment: $100K

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 BANK OF NEW YORK MELLON 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

Custodian BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Marketer BLACKSTONE INC. NEW YORK, New York, United States Related to adviser: No

Marketer CORIENT MIAMI, Florida, United States Related to adviser: No

Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: Yes

Marketer IEQ CAPITAL, LLC FOSTER CITY, California, United States Related to adviser: No

Marketer J.P. MORGAN PRIVATE WEALTH ADVISORS LLC NEW YORK, New York, United States Related to adviser: No

Marketer KRILOGY ST. LOUIS, Missouri, United States Related to adviser: No

Marketer MONETA GROUP INVESTMENT ADVISORS, LLC ST. LOUIS, Missouri, United States Related to adviser: No

Marketer ROCKEFELLER & CO., INC. NEW YORK, New York, United States Related to adviser: No

Marketer SPEARHEAD ADMINISTRATIVE SERVICES, LLC GREENVILLE, Delaware, United States Related to adviser: No

Marketer SPEARHEAD ADVISORS, LLC NEWPORT BEACH, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

CORIENT
CRD 319448 · SEC 801-124978

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

IEQ CAPITAL, LLC
CRD 301819 · SEC 801-115278

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
CRD 108559 · SEC 801-56293

KRILOGY
CRD 149046 · SEC 801-69838

MONETA GROUP INVESTMENT ADVISORS, LLC
CRD 104727 · SEC 801-34723

ROCKEFELLER & CO., INC.
CRD 106264 · SEC 801-15106

SPEARHEAD ADMINISTRATIVE SERVICES, LLC
CRD 319289 · SEC 801-123610

SPEARHEAD ADVISORS, LLC
CRD 316684

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-9584446573

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
Name	Reported role
I Capital Hf Gp, Llc	Promoter
Justin Lioi	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Icapital Hf Gp, Llc 60 East 42 Nd Street, 26 Th Floor
New York, NY, 10165