Form D · Other Investment Fund
Trailhead Growth, LP
West Conshohocken, PA · CIK 0001899646
Offering snapshot reported Mar 9, 2026 · SEC filing
- Reported sold
- $24.1M Indefinite offering
- Investors reported
- 57 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Jan 3, 2022 As reported in this filing
Fundraising history
Reported soldDates 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 investors58 → 57
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 9, 2026 | Amendment | $24,139,378 | $0vs Nov 19, 2024 | 57 | SEC filing |
| Mar 13, 2025 | Amendment | $24,139,378 | $0vs Nov 19, 2024 | 58 | SEC filing |
| Nov 19, 2024 | Amendment | $24,139,378 | -$1,030,622vs Mar 20, 2024 | 58 | SEC filing |
| Mar 20, 2024 | Amendment | $25,170,000 | $1,650,000vs Feb 15, 2023 | 62 | SEC filing |
| Feb 15, 2023 | Amendment | $23,520,000 | No comparison | 56 | SEC filing |
| Dec 23, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-426591
Limited Partnership Interests
Source: Form D, filed Mar 9, 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
TRAILHEAD GROWTH, LP
Investment adviser: FOCUS PARTNERS WEALTH, LLC
- Gross asset value
- $30.4M
- Beneficial owners
- 56
- ADV minimum commitment
- $250K
Reported in Form ADV on Sep 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
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
TD PRIME SERVICES LLC
SEC 8-3337
Filing source
Form ADV 2120006 · Sep 29, 2026 · Schedule D 7.B.(1), fund 805-2784976223
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.
| Name | Reported role |
|---|---|
| N/A N/A Focus Partners Wealth, Llc | Promoter |
| N/A Gratus Capital, Llc | Promoter |
| Brendan W. Lake | Executive |
| N/A Ppb Trailhead Growth Mgt Llc | Director |
| N/A N/A The Colony Group, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:West Conshohocken, PA, 19428