Form D · Private Equity Fund

iCapital - BTAS VII US Access Fund, L.P.

New York, NY · CIK 0001813213

Offering snapshot reported May 29, 2020 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

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 29, 2020	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: 021-367945

Source: Form D, filed May 29, 2020. 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-BTAS VII US ACCESS FUND, L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value: $275M
Beneficial owners: 420
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 ACKERMAN CAPITAL MANAGEMENT DALLAS, Texas, United States Related to adviser: No

Marketer ARVEST WEALTH MANAGEMENT ROGERS, Arkansas, United States Related to adviser: No

Marketer CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. FAIRFIELD, Iowa, United States Related to adviser: No

Marketer CETERA WEALTH SERVICES, LLC EL SEGUNDO, California, United States Related to adviser: No

Marketer COKER & PALMER JACKSON, Mississippi, United States Related to adviser: No

Marketer DELPHI PRIVATE ADVISORS SAN DIEGO, California, United States Related to adviser: No

Marketer RONALD BLUE TRUST, INC. HUNT VALLEY, Maryland, United States Related to adviser: No

Marketer SNOWDEN CAPITAL ADVISORS LLC NEW YORK, New York, United States Related to adviser: No

Marketer STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No

Marketer STOKER OSTLER, A PART OF BMO FINANCIAL GROUP SCOTTSDALE, Arizona, 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

ACKERMAN CAPITAL MANAGEMENT
CRD 123824 · SEC 801-61595

ARVEST WEALTH MANAGEMENT
CRD 42057 · SEC 801-63738

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD 134139 · SEC 801-63930

CETERA WEALTH SERVICES, LLC
CRD 13572 · SEC 8-29577

COKER & PALMER
CRD 29163 · SEC 801-77645

DELPHI PRIVATE ADVISORS
CRD 151135 · SEC 801-70708

SNOWDEN CAPITAL ADVISORS LLC
CRD 157299 · SEC 801-72332

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 801-10746

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
CRD 111320 · SEC 801-54265

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-9474264980

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
Justin Lioi	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