Form D · Hedge Fund

Regents Partners Income Fund, LP

Salt Lake City, UT · CIK 0001833937

Offering snapshot reported Nov 25, 2020 · SEC filing

Reported sold
Yet to sell
Offering amount: $900M
Investors reported
0
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

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
Nov 25, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-381539

Source: Form D, filed Nov 25, 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

REGENTS PARTNERS INCOME FUND, LP

Investment adviser: FORESIGHT WEALTH MANAGEMENT, LLC

Gross asset value
$17.2M
Beneficial owners
10
ADV minimum commitment
$100K

Reported in Form ADV on Sep 9, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STRATA FUND SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY, MAY & CO., LLP LEHI, Utah, United States
Custodian TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States Related to adviser: No
Prime broker TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY, MAY & CO., LLP
PCAOB 673

TD AMERITRADE CLEARING, INC.
SEC 8-16335

TD AMERITRADE CLEARING, INC.
CRD 5633 · SEC 8-16335

Filing source

Form ADV 1675108 · Sep 9, 2022 · Schedule D 7.B.(1), fund 805-6497417443

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
Roger Matthew Tullis Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6340 S 3000 E Suite 250
Salt Lake City, UT, 84121