Form D · Private Equity Fund

Middle Market Buyout & Credit Select Fund, L.P.

New York, NY · CIK 0001780889

Offering snapshot reported Jun 23, 2020 · SEC filing

Reported sold: $36.2M
Investors reported: 71
Minimum accepted: $250K
First sale: Jul 5, 2019

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 71

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 23, 2020	Amendment	$36,200,000	No comparison	71	SEC filing
Jun 27, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-342946

Certain private placement clients of Raymond James & Associates, Inc. ("Raymond James") are required to pay (i) an upfront placement fee directly to Raymond James, and (ii) an ongoing annual fee to the fund (which is then paid to Raymond James).

Sales compensation recipients

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

Source: Form D, filed Jun 23, 2020. 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

MIDDLE MARKET BUYOUT AND CREDIT SELECT FUND, L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value: $35.4M
Beneficial owners: 70
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 STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States

Marketer BLACKSTONE INC. NEW YORK, New York, United States Related to adviser: No

Marketer CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. FAIRFIELD, Iowa, United States Related to adviser: No

Marketer CORIENT MIAMI, Florida, 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 JAFFE TILCHIN INVESTMENT PARTNERS, LLC TAMPA, Florida, United States Related to adviser: No

Marketer MONETA GROUP INVESTMENT ADVISORS, LLC ST. LOUIS, Missouri, United States Related to adviser: No

Marketer PVE CAPITAL LLP NORWICH, United Kingdom Related to adviser: No

Marketer RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No

Marketer RAYMOND JAMES FINANCIAL SERVICES, INC. ST. PETERSBURG, Florida, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD 134139 · SEC 801-63930

CORIENT
CRD 319448 · SEC 801-124978

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

IEQ CAPITAL, LLC
CRD 301819 · SEC 801-115278

JAFFE TILCHIN INVESTMENT PARTNERS, LLC
CRD 143608 · SEC 801-67720

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

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418

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

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-3490443691

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	Executive, Promoter
Justin Lioi	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Institutional Capital Network 60 East 42 Nd Street, 26 Th Floor
New York, NY, 10165