Form D · Private Equity Fund

LCX Access Fund, L.P.

New York, NY · CIK 0001976100

Offering snapshot reported May 8, 2023 · SEC filing

Reported sold: $27.5M
Investors reported: 64
Minimum accepted: $0
First sale: Apr 26, 2023

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 8, 2023	Initial	$27,450,000	No comparison	64	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-481139

Private placement clients of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. and affiliates ("Raymond James") may be required to pay an upfront placement fee directly to Raymond James.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Raymond James & Associates, Inc.	705	Raymond James Financial Services, Inc. · CRD 6694

Source: Form D, filed May 8, 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

LCX ACCESS FUND, L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value: $42.7M
Beneficial owners: 71
ADV minimum commitment: $250K

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 APOLLON WEALTH MANAGEMENT, LLC MOUNT PLEASANT, South Carolina, United States Related to adviser: No

Marketer BALLAST POINT VENTURES TAMPA, Florida, United States Related to adviser: No

Marketer CORIENT MIAMI, Florida, United States Related to adviser: No

Marketer DYNAMIC WEALTH ADVISORS SURPRISE, Arizona, United States Related to adviser: No

Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: Yes

Marketer IEQ CAPITAL, LLC FOSTER CITY, California, United States Related to adviser: No

Marketer J.P. MORGAN PRIVATE WEALTH ADVISORS 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 RAYMOND JAMES FINANCIAL SERVICES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No

Marketer RIA ADVISORS HOUSTON, Texas, 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

APOLLON WEALTH MANAGEMENT, LLC
CRD 291902 · SEC 801-112350

BALLAST POINT VENTURES
CRD 162111

CORIENT
CRD 319448 · SEC 801-124978

DYNAMIC WEALTH ADVISORS
CRD 169792 · SEC 801-126979

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

IEQ CAPITAL, LLC
CRD 301819 · SEC 801-115278

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
CRD 108559 · SEC 801-56293

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

RAYMOND JAMES FINANCIAL SERVICES, INC.
CRD 6694 · SEC 8-17983

RIA ADVISORS
CRD 150661 · SEC 801-77832

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-5672923773

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
Joshua Lee	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Icapital Pe Gp, Llc 60 East 42 Nd Street, 26 Th Floor
New York, NY, 10165