Form D · Hedge Fund

iCapital - SH Access Fund, LP

New York, NY · CIK 0001670872

Offering snapshot reported Oct 20, 2026 · SEC filing

Reported sold
$15.9M
Indefinite offering
Investors reported
54
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 1, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.97M$15.9MMar 31, 2016Mar 27, 2017: $3,350,000.00Apr 24, 2018: $5,480,000.00Apr 24, 2019: $5,480,000.00Apr 24, 2020: $5,480,000.00Apr 23, 2021: $5,530,000.00Apr 25, 2022: $7,905,000.00Jun 20, 2023: $8,855,000.00Oct 9, 2024: $9,793,056.00Oct 8, 2025: $11,983,921.00Oct 20, 2026: $15,933,921.00Oct 20, 2026

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$11,983,921 → $15,933,921
  • Reported investors36 → 54

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 20, 2026Amendment$15,933,921$3,950,000vs Oct 8, 202554SEC filing
Oct 8, 2025Amendment$11,983,921$2,190,865vs Oct 9, 202436SEC filing
Oct 9, 2024Amendment$9,793,056$938,056vs Jun 20, 202329SEC filing
Jun 20, 2023Amendment$8,855,000$950,000vs Apr 25, 202225SEC filing
Apr 25, 2022Amendment$7,905,000$2,375,000vs Apr 23, 202121SEC filing
Apr 23, 2021Amendment$5,530,000$50,000vs Apr 24, 202010SEC filing
Apr 24, 2020Amendment$5,480,000$0vs Apr 24, 201910SEC filing
Apr 24, 2019Amendment$5,480,000$0vs Apr 24, 201810SEC filing
Apr 24, 2018Amendment$5,480,000$2,130,000vs Mar 27, 201710SEC filing
Mar 27, 2017Amendment$3,350,000No comparison7SEC filing
Mar 31, 2016InitialYet 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
Finders' fees
$0
Form D file number
021-260401

Source: Form D, filed Oct 20, 2026. 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-SH ACCESS FUND, L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value
$11.2M
Beneficial owners
24
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 ARETE WEALTH MANAGEMENT, LLC CHICAGO, Illinois, United States Related to adviser: No
Marketer CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Marketer HIGHTOWER ADVISORS, LLC CHICAGO, Illinois, United States Related to adviser: No
Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: Yes
Marketer JANNEY MONTGOMERY SCOTT LLC NEW YORK, New York, United States Related to adviser: No
Marketer MONETA GROUP INVESTMENT ADVISORS, LLC ST. LOUIS, Missouri, United States Related to adviser: No
Marketer OFS MCLEAN, Virginia, United States Related to adviser: No
Marketer OPAL WEALTH ADVISORS, LLC JERICHO, New York, United States Related to adviser: No
Marketer TEVIS INVESTMENT MANAGEMENT, LLC PLANO, Texas, 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
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

ARETE WEALTH MANAGEMENT, LLC
CRD 44856 · SEC 8-50854

CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 801-3387

HIGHTOWER ADVISORS, LLC
CRD 145323 · SEC 801-69625

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

JANNEY MONTGOMERY SCOTT LLC
CRD 463 · SEC 801-7258

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

OFS
CRD 107335 · SEC 801-20076

OPAL WEALTH ADVISORS, LLC
CRD 289759 · SEC 801-114223

TEVIS INVESTMENT MANAGEMENT, LLC
CRD 167750 · SEC 801-121011

WELLS CAPITAL MANAGEMENT SINGAPORE
CRD 165024 · SEC 801-76987

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-6759105657

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
Lawrence Calcano Executive
Thomas Fortin Executive
I Capital Hf Gp, Llc Promoter
Joshua Lee Executive
Max Schwartz Executive
Daniel Vene Executive
Nicholas Veronis Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Compliance Department 60 East 42 Nd Street, 24 Th Floor
New York, NY, 10165