Form D · Private Equity Fund

Shorepoint Income Fund I LP

Conshohocken, PA · CIK 0001761383

Offering snapshot reported Jul 17, 2020 · SEC filing

Reported sold
$17M
Indefinite offering
Investors reported
47
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.48M$17MDec 12, 2018Dec 12, 2019: $16,400,000.00Dec 12, 2019Jul 17, 2020: $16,950,000.00Jul 17, 2020

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$16,400,000 → $16,950,000
  • Reported investors45 → 47

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 17, 2020Amendment$16,950,000$550,000vs Dec 12, 201947SEC filing
Dec 12, 2019Amendment$16,400,000No comparison45SEC filing
Dec 12, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
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
021-327748
Limited Partnership Interests

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
NoneNone

Source: Form D, filed Jul 17, 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

SHOREPOINT INCOME FUND LP

Investment adviser: PPB ADVISORS, LLC

Gross asset value
$17M
Beneficial owners
50
ADV minimum commitment
$250K

Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAK BROOK, 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 TD BANK KING OF PRUSSIA, Pennsylvania, 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 2054472 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-9959300699

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
Luis M. Raposo Executive
Adam Stern Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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