Form D · Venture Capital Fund

Trailhead Capital Regeneration Fund I, LP

Boulder, CO · CIK 0001855955

Offering snapshot reported Nov 9, 2022 · SEC filing

Reported sold: $29.4M
Investors reported: 67
Minimum accepted: $0
First sale: Apr 13, 2021

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 67

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 9, 2022	Amendment	$29,416,666	No comparison	67	SEC filing
Apr 8, 2021	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-395156

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Matthew Cain	7450325	Finalis Securities LLC · CRD 305908
Nancy Rosenzweig	6668444	Finalis Securities LLC · CRD 3059080

Source: Form D, filed Nov 9, 2022. 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

TRAILHEAD CAPITAL REGENERATION FUND I LP

Investment adviser: TRAILHEAD CAPITAL MANAGEMENT LLC

Gross asset value: $54.2M
Beneficial owners: 99
ADV minimum commitment: $500K

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 STANDISH MANAGEMENT US, LLC WALNUT CREEK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS LLP SALT LAKE CITY, Utah, United States

Custodian JP MORGAN CHASE NEW YORK, New York, United States Related to adviser: No

Custodian PNC BANK BOULDER, Colorado, United States Related to adviser: No

Marketer FINALIS SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer SUPERVISION PARTNERS LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

FORVIS LLP
PCAOB 686

FINALIS SECURITIES LLC
CRD 305908 · SEC 8-70425

SUPERVISION PARTNERS LLC
CRD 300528 · SEC 8-70315

Filing source

Form ADV 2071063 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-8286785559

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
Mark Lewis	Executive
Peter Oberle	Executive
Robert Pelz	Executive
N/A Trailhead Capital Gp Llc	Executive
Tripp Wall	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1803 S Foothills Hwy, Suite 120
Boulder, CO, 80303