Form D · Private Equity Fund

iCapital-POF IV Access Fund, L.P.

New York, NY · CIK 0001730690

Offering snapshot reported Feb 19, 2019 · SEC filing

Reported sold: $33.9M
Investors reported: 102
Minimum accepted: $100K
First sale: Jul 19, 2018

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 102

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 19, 2019	Amendment	$33,900,000	No comparison	102	SEC filing
Feb 21, 2018	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: 021-306078

Source: Form D, filed Feb 19, 2019. 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-POF IV ACCESS FUND LP

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value: $125M
Beneficial owners: 356
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 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 ACCRETIVE WEALTH MANAGEMENT, LLC PASIPPANY-TROY HILLS, New Jersey, United States Related to adviser: No

Marketer ALPHACORE CAPITAL LLC LA JOLLA, California, United States Related to adviser: No

Marketer BANK OF THE WEST SAN FRANCISCO, California, United States Related to adviser: No

Marketer BLVD PRIVATE WEALTH, LLC PROSPECT, Kentucky, United States Related to adviser: No

Marketer DEUTSCHE BANK SECURITIES INC. NEW YORK, New York, United States Related to adviser: No

Marketer GORDON FINANCIAL MOUNT PLEASANT, South Carolina, United States Related to adviser: No

Marketer HIGHTOWER ADVISORS, LLC CHICAGO, Illinois, United States Related to adviser: No

Marketer JANNEY MONTGOMERY SCOTT LLC NEW YORK, New York, United States Related to adviser: No

Marketer JSF FINANCIAL, LLC LOS ANGELES, California, United States Related to adviser: No

Marketer UNITED CAPITAL FINANCIAL ADVISORS NEWPORT BEACH, 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

ACCRETIVE WEALTH MANAGEMENT, LLC
CRD 164341 · SEC 801-118792

ALPHACORE CAPITAL LLC
CRD 174346 · SEC 801-108468

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

DEUTSCHE BANK SECURITIES INC.
CRD 2525 · SEC 801-9638

GORDON FINANCIAL
CRD 174196

HIGHTOWER ADVISORS, LLC
CRD 145323 · SEC 801-69625

JANNEY MONTGOMERY SCOTT LLC
CRD 463 · SEC 801-7258

JSF FINANCIAL, LLC
CRD 114025 · SEC 801-71250

UNITED CAPITAL FINANCIAL ADVISORS
CRD 134600 · SEC 801-64376

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-4371367160

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
Thomas Fortin	Executive, Promoter
General Partner I Capital Advisors, Llc	Executive, Promoter
Justin Lioi	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Institutional Capital Network 60 East 42 Nd Street, 26 Th Floor
New York, NY, 10165