Form D · Other Banking and Financial Services

JWM Income & Growth Fund I LP

Sioux Falls, SD · CIK 0001905234

Offering snapshot reported Jun 17, 2022 · SEC filing

Reported sold
Yet to sell
Offering amount: $50M
Investors reported
46
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 17, 2022InitialYet to sellNo comparison46SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-449573

Source: Form D, filed Jun 17, 2022. 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

JWM INCOME & GROWTH FUND I LP

Investment adviser: SAGE ADVISORS, LLC

Gross asset value
$55.6M
Beneficial owners
46
ADV minimum commitment
$250K

Reported in Form ADV on Sep 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States
Custodian ALTA TRUST COMPANY LONETREE, Colorado, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

Filing source

Form ADV 2133069 · Sep 21, 2026 · Schedule D 7.B.(1), fund 805-5273394820

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
Nathan Crisenberry Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
101 South Main Ave Ste 310
Sioux Falls, SD, 57104