Form D · Hedge Fund

UTXO Preferred Income Strategies LP

Nashville, TN · CIK 0002145850

Offering snapshot reported Jul 16, 2026 · SEC filing

Reported sold
$100K
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jun 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
Jul 16, 2026Initial$100,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-591188

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CapLink Securities, Inc.130702

Source: Form D, filed Jul 16, 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

UTXO PREFERRED INCOME STRATEGIES LP

Investment adviser: UTXO MANAGEMENT GP, LLC

Gross asset value
$100K
Beneficial owners
1
ADV minimum commitment
$250K

Reported in Form ADV on Aug 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FORMIDIUM CORP. DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States
Custodian AXOS CLEARING LLC OMAHA, Nebraska, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Marketer CAPLINK SECURITIES, INC MANHATTAN BEACH, California, United States Related to adviser: No
Prime broker AUERBACH GRAYSON & COMPANY LLC NEW YORK, New York, United States
Prime broker CANACCORD GENUITY LLC VANCOUVER, Canada
Prime broker CLEAR STREET LLC NEW YORK, New York, United States
Prime broker GAR WOOD SECURITIES, LLC NAPERVILLE, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WOLF & COMPANY, P.C.
PCAOB 392

AXOS CLEARING LLC
SEC 8-53595

INTERACTIVE BROKERS LLC
SEC 8-47257

PERSHING LLC
SEC 8-17574

CAPLINK SECURITIES, INC
CRD 130702 · SEC 8-66379

AUERBACH GRAYSON & COMPANY LLC
CRD 30761 · SEC 8-45136

CANACCORD GENUITY LLC
CRD 1020 · SEC 8-3271

CLEAR STREET LLC
CRD 288933 · SEC 8-69972

GAR WOOD SECURITIES, LLC
CRD 138033 · SEC 8-67143

Filing source

Form ADV 2126645 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-5164580982

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
Tyler Matthew Evans Executive
Daniel Lee Hinton Executive
Utxo Preferred Income Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
501 Union St. Ste. 545 Pmb 570444
Nashville, TN, 37219