Form D · Hedge Fund

LAM Income Partners, L.P.

Greenwich, CT · CIK 0001636692

Offering snapshot reported Mar 9, 2023 · SEC filing

Reported sold
$6.14M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.07M$6.14MMar 16, 2015: $721,000.00Mar 16, 2015Mar 11, 2016: $721,000.00Mar 13, 2017: $971,000.00Mar 13, 2018: $1,071,000.00Mar 13, 2019: $1,071,000.00Mar 11, 2020: $3,082,431.00Mar 11, 2021: $6,140,127.00Mar 11, 2022: $6,144,801.00Mar 9, 2023: $6,144,801.00Mar 9, 2023

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 9, 2023Amendment$6,144,801$0vs Mar 11, 20225SEC filing
Mar 11, 2022Amendment$6,144,801$4,674vs Mar 11, 20215SEC filing
Mar 11, 2021Amendment$6,140,127$3,057,696vs Mar 11, 20204SEC filing
Mar 11, 2020Amendment$3,082,431$2,011,431vs Mar 13, 20193SEC filing
Mar 13, 2019Amendment$1,071,000$0vs Mar 13, 20183SEC filing
Mar 13, 2018Amendment$1,071,000$100,000vs Mar 13, 20173SEC filing
Mar 13, 2017Amendment$971,000$250,000vs Mar 11, 20162SEC filing
Mar 11, 2016Amendment$721,000$0vs Mar 16, 20151SEC filing
Mar 16, 2015Initial$721,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-235980

Source: Form D, filed Mar 9, 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

LAM INCOME PARTNERS, L.P.

Investment adviser: LAPIDES ASSET MANAGEMENT, LLC

Gross asset value
$9.15M
Beneficial owners
3
ADV minimum commitment
$250K

Reported in Form ADV on Mar 31, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor SANVILLE & CO. NEW YORK, New York, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SANVILLE & CO.
PCAOB 169

PERSHING LLC
SEC 8-17574

PERSHING LLC
CRD 7560 · SEC 8-17574

Filing source

Form ADV 1526764 · Mar 31, 2021 · Schedule D 7.B.(1), fund 805-8462551893

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
James F. Betz Executive
Lapides Asset Management, Llc Executive
Steven M. Wilson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Lapides Asset Management, Llc 500 West Putnam Avenue, Suite 400
Greenwich, CT, 06830