Form D · Private Equity Fund

iCapital-Wellington Climate Access Fund, L.P.

New York, NY · CIK 0001901682

Offering snapshot reported Apr 5, 2023 · SEC filing

Reported sold: $9.83M
Investors reported: 37
Minimum accepted: $0
First sale: Nov 16, 2022

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 37

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 5, 2023	Amendment	$9,830,000	No comparison	37	SEC filing
Jan 13, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-429309

Source: Form D, filed Apr 5, 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-WELLINGTON CLIMATE ACCESS FUND, L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value: $25.4M
Beneficial owners: 82
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 ADDISON CAPITAL CONSHOHOCKEN, Pennsylvania, United States Related to adviser: No

Marketer BICKLING FINANCIAL SERVICES, INC. LEXINGTON, Massachusetts, United States Related to adviser: No

Marketer CEREUS FINANCIAL ADVISORS, LLC FRANKLIN LAKES, New Jersey, United States Related to adviser: No

Marketer CETERA INVESTMENT SERVICES LLC ST. CLOUD, Minnesota, United States Related to adviser: No

Marketer INTEGRATED WEALTH CONCEPTS LLC WALTHAM, Massachusetts, United States Related to adviser: No

Marketer LPL FINANCIAL LLC FORT MILL, South Carolina, United States Related to adviser: No

Marketer MML INVESTORS SERVICES, LLC SPRINGFIELD, Massachusetts, United States Related to adviser: No

Marketer SWEET FINANCIAL PARTNERS, LLC FAIRMONT, Minnesota, United States Related to adviser: No

Marketer TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS DALLAS, Texas, United States Related to adviser: No

Marketer UBS FINANCIAL SERVICES INC. WEEHAWKEN, New Jersey, 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

ADDISON CAPITAL
CRD 144853 · SEC 801-68352

BICKLING FINANCIAL SERVICES, INC.
CRD 128544 · SEC 801-81187

CEREUS FINANCIAL ADVISORS, LLC
CRD 279033

CETERA INVESTMENT SERVICES LLC
CRD 15340 · SEC 8-31826

INTEGRATED WEALTH CONCEPTS LLC
CRD 284656 · SEC 801-108179

LPL FINANCIAL LLC
CRD 6413 · SEC 801-10970

MML INVESTORS SERVICES, LLC
CRD 10409 · SEC 801-44264

SWEET FINANCIAL PARTNERS, LLC
CRD 316739 · SEC 801-122466

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
CRD 298422 · SEC 801-114364

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

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-6535350133

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
Michael Stanton	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

60 East 42 Nd Street, 26 Th Floor
New York, NY, 10165