Form D · Other Investment Fund

LGA Income Plus Fund, LP

Conshohocken, PA · CIK 0001743536

Offering snapshot reported Oct 4, 2019 · SEC filing

Reported sold
$19.1M
Indefinite offering
Investors reported
79
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Apr 1, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.57M$19.1MJun 13, 2018Jun 25, 2018: $9,207,000.00Oct 4, 2019: $19,136,895.00Oct 4, 2019

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$9,207,000 → $19,136,895
  • Reported investors41 → 79

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 4, 2019Amendment$19,136,895$9,929,895vs Jun 25, 201879SEC filing
Jun 25, 2018Amendment$9,207,000No comparison41SEC filing
Jun 13, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-314493
Limited Partnership Interests

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
NoneNone

Source: Form D, filed Oct 4, 2019. 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

LGA INCOMEPLUS FUND, LP

Investment adviser: LOTUSGROUP CAPITAL, LLC

Gross asset value
$12.1M
Beneficial owners
84
ADV minimum commitment
$500K

Reported in Form ADV on Jul 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAKBROOKE TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MENGEL, METZGER, BARR & CO LLP ROCHESTER, New York, United States
Custodian STONECASTLE CASH MANAGEMENT, LLC NEW YORK, New York, United States Related to adviser: No
Custodian TD BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian US BANK NATIONAL ASSOCIATION CHICAGO, Illinois, 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

MENGEL, METZGER, BARR & CO LLP
PCAOB 557

Filing source

Form ADV 2116742 · Jul 7, 2026 · Schedule D 7.B.(1), fund 805-5257583459

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
Brendan W. Lake Executive
Raphael Martorello Executive
Adam Stern Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
125 E. Elm Street Suite 200
Conshohocken, PA, 19428