Form D · Other Investment Fund

Investment Partners, LLC - Credit Opportunities Fund I

San Francisco, CA · CIK 0001987495

Offering snapshot reported Oct 13, 2026 · SEC filing

Reported sold
$51.3M
Indefinite offering
Investors reported
142
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Oct 1, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$25.6M$51.3MJul 31, 2023Feb 21, 2024: $34,686,270.00Feb 21, 2024Feb 21, 2025: $39,803,237.00Feb 21, 2025Feb 20, 2026: $46,303,237.00Feb 20, 2026Oct 13, 2026: $51,270,777.00Oct 13, 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$46,303,237 → $51,270,777
  • Reported investors125 → 142

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 13, 2026Amendment$51,270,777$4,967,540vs Feb 20, 2026142SEC filing
Feb 20, 2026Amendment$46,303,237$6,500,000vs Feb 21, 2025125SEC filing
Feb 21, 2025Amendment$39,803,237$5,116,967vs Feb 21, 2024118SEC filing
Feb 21, 2024Amendment$34,686,270No comparison104SEC filing
Jul 31, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
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
021-488264

Source: Form D, filed Oct 13, 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

INVESTMENT PARTNERS, LLC - CREDIT OPPORTUNITIES FUND I

Investment adviser: FORT POINT CAPITAL PARTNERS LLC

Gross asset value
$57.1M
Beneficial owners
118
ADV minimum commitment
$250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER LLP
PCAOB 274

Filing source

Form ADV 2086529 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8886659225

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
Ralph Drybrough Executive
Fort Point Capital Partners Llc Executive
Timothy Mc Dowell Executive
Paul Touchstone Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Three Embarcadero Center, Suite 2350
San Francisco, CA, 94111