Form D · Private Equity Fund

PA Growth & Income Fund, L.P.

Darien, CT · CIK 0001710474

Offering snapshot reported Jul 29, 2025 · SEC filing

Reported sold
$29.1M
Indefinite offering
Investors reported
3
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 21, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.5M$29.1MJun 29, 2017: $25,000,000.00Jun 29, 2017Jun 29, 2018: $25,000,000.00Jul 10, 2019: $28,479,381.00Jul 29, 2022: $28,450,000.00Jul 28, 2023: $28,225,000.00Jul 29, 2024: $28,225,000.00Jul 29, 2025: $29,068,000.00Jul 29, 2025

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$25,000,000 → $29,068,000
  • Reported investors1 → 3

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 29, 2025Amendment$29,068,000$4,068,000vs Jun 29, 20173SEC filing
Jul 29, 2024Amendment$28,225,000$3,225,000vs Jun 29, 20174SEC filing
Jul 28, 2023Amendment$28,225,000$3,225,000vs Jun 29, 20174SEC filing
Jul 29, 2022Amendment$28,450,000-$29,381vs Jul 10, 20194SEC filing
Jul 10, 2019Amendment$28,479,381$3,479,381vs Jun 29, 20184SEC filing
Jun 29, 2018Amendment$25,000,000$0vs Jun 29, 20171SEC filing
Jun 29, 2017Initial$25,000,000No comparison1SEC filing

Offering details

Securities
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
021-289691

Source: Form D, filed Jul 29, 2025. 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

PA GROWTH & INCOME FUND, L.P.

Investment adviser: PORTFOLIO ADVISORS LLC

Gross asset value
$39.3M
Beneficial owners
3
ADV minimum commitment
$5M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator AD CARTA, LLC DARIEN, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No
Marketer CARBYNE INVESTMENTS SAO PAULO, Brazil Related to adviser: No
Marketer HEPTAGON CAPITAL LONDON, United Kingdom Related to adviser: No
Marketer LYTTON FINANCIAL INC. TORONTO, Canada Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON LLP
PCAOB 248

Filing source

Form ADV 2070706 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-9850893093

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
William J. Indelicato Executive
John M. Kyles Executive
Pagif Gp, Llc Executive
Portfolio Advisors, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Portfolio Advisors, Llc 9 Old Kings Highway South
Darien, CT, 06820