Form D · Other Investment Fund

Stevens Pointe Investors, LP

Irvine, CA · CIK 0002111518

Offering snapshot reported Feb 17, 2026 · SEC filing

Reported sold
$13.3M
Indefinite offering
Investors reported
39
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 30, 2026
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 17, 2026Initial$13,250,000No comparison39SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-573627

Source: Form D, filed Feb 17, 2026. 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

STEVENS POINTE INVESTORS, LP

Investment adviser: KAIROS INVESTMENT MANAGEMENT COMPANY, LLC

Gross asset value
$18M
Beneficial owners
39
ADV minimum commitment
$250K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CLIFTON LARSON ALLEN LLP MINNEAPOLIS, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP IRVINE, California, United States
Custodian FIRST FOUNDATION BANK IRVINE, California, 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

ERNST & YOUNG LLP
PCAOB 42

Filing source

Form ADV 2067372 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-8670332460

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
Kurt Altergott Executive
Carl Chang Executive
Jonathan Needell Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
18101 Von Karman Ave #1100
Irvine, CA, 92612