Form D · Private Equity Fund

iCapital-Blackstone SP IX US Access Fund, L.P.

New York, NY · CIK 0001860204

Offering snapshot reported Feb 8, 2023 · SEC filing

Reported sold: $990M
Investors reported: 1,578
Minimum accepted: $0
First sale: Sep 17, 2021

Fundraising history

Reported sold

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$284,100,000 → $989,968,000
Reported investors483 → 1,578

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 8, 2023	Amendment	$989,968,000	$705,868,000vs Oct 6, 2021	1,578	SEC filing
Oct 6, 2021	Amendment	$284,100,000	No comparison	483	SEC filing
May 12, 2021	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-399137

Certain private placement clients of UBS Financial Services Inc. (UBS) are required (i) to pay an upfront placement fee directly to UBS and (ii) ongoing annual fee to the fund (which is then paid to UBS).

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
UBS Financial Services Inc.	8174

Source: Form D, filed Feb 8, 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

ICAPITAL-BLACKSTONE SP IX US ACCESS FUND, L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value: $1.17B
Beneficial owners: 1,551
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 ULTIMUS FUND SOLUTIONS PHILADELPHIA, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Marketer CLEARVIEW ADVISORY ATLANTA, Georgia, United States Related to adviser: No

Marketer COMPASS GROUP LLC NEW YORK, New York, United States Related to adviser: No

Marketer CORNERSTONE ADVISORY HUNT VALLEY, Maryland, United States Related to adviser: No

Marketer GOLDMAN SACHS ASSET MANAGEMENT, L.P. NEW YORK, New York, United States Related to adviser: No

Marketer JPMORGAN ASSET MANAGEMENT (UK) LIMITED LONDON, United Kingdom Related to adviser: No

Marketer LINDEN WEALTH MANAGEMENT LLC OAK PARK, Illinois, United States Related to adviser: No

Marketer MARCUM WEALTH, LLC CLEVELAND, Ohio, United States Related to adviser: No

Marketer REGATTA CAPITAL GROUP, LLC EL SEGUNDO, California, United States Related to adviser: No

Marketer UBS FINANCIAL SERVICES INC. WEEHAWKEN, New Jersey, United States Related to adviser: No

Marketer WELLS CAPITAL MANAGEMENT SINGAPORE SINGAPORE, Singapore 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

CLEARVIEW ADVISORY
CRD 140068 · SEC 801-66487

COMPASS GROUP LLC
CRD 108772 · SEC 801-58080

CORNERSTONE ADVISORY
CRD 142359 · SEC 801-68058

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

JPMORGAN ASSET MANAGEMENT (UK) LIMITED
CRD 135960 · SEC 801-64725

LINDEN WEALTH MANAGEMENT LLC
CRD 281995

MARCUM WEALTH, LLC
CRD 134628 · SEC 801-67563

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

UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 801-7163

WELLS CAPITAL MANAGEMENT SINGAPORE
CRD 165024 · SEC 801-76987

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-4585957740

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 Pe Gp, Llc	Promoter
Joshua Lee	Executive
Justin Lioi	Executive
Michael Stanton	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

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