Form D · Hedge Fund

Levered Insight Fund I, LP

Charlotte, NC · CIK 0001694099

Offering snapshot reported Jan 2, 2026 · SEC filing

Reported sold
$11.6M
Indefinite offering
Investors reported
11
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 30, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.81M$11.6MJan 12, 2017: $6,010,000.00Jan 12, 2017Jan 12, 2018: $8,510,000.00Jan 10, 2019: $9,410,000.00Jan 9, 2020: $9,660,000.00Jan 8, 2021: $10,160,000.00Jan 5, 2022: $10,660,000.00Jan 5, 2023: $10,760,000.00Jan 5, 2024: $10,760,000.00Jan 3, 2025: $11,610,000.00Jan 2, 2026: $11,610,000.00Jan 2, 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 2, 2026Amendment$11,610,000$0vs Jan 3, 202511SEC filing
Jan 3, 2025Amendment$11,610,000$850,000vs Jan 5, 202411SEC filing
Jan 5, 2024Amendment$10,760,000$0vs Jan 5, 20239SEC filing
Jan 5, 2023Amendment$10,760,000$100,000vs Jan 5, 20229SEC filing
Jan 5, 2022Amendment$10,660,000$500,000vs Jan 8, 20218SEC filing
Jan 8, 2021Amendment$10,160,000$500,000vs Jan 9, 20208SEC filing
Jan 9, 2020Amendment$9,660,000$250,000vs Jan 10, 20197SEC filing
Jan 10, 2019Amendment$9,410,000$900,000vs Jan 12, 20187SEC filing
Jan 12, 2018Amendment$8,510,000$2,500,000vs Jan 12, 20175SEC filing
Jan 12, 2017Initial$6,010,000No comparison3SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-278299

Source: Form D, filed Jan 2, 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

LEVERED INSIGHT FUND I, LP

Investment adviser: LEVERED INSIGHT CAPITAL MANAGEMENT, LLC

Gross asset value
$24.9M
Beneficial owners
10
ADV minimum commitment
$100K

Reported in Form ADV on Mar 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TRIDENT FUND SERVICES, INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO. MATTHEWS, North Carolina, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO.
PCAOB 673

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Filing source

Form ADV 2081113 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-9752574459

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
Eduardo A Brea Executive
. Levered Insight Capital Management, Llc Executive
. Levered Insight Capital Partners, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5233 Parview Drive South
Charlotte, NC, 28226