Form D · Other Investment Fund

Western Alternative Strategies, L.P. - Belpointe Tail Risk Series

Dallas, TX · CIK 0001973436

Offering snapshot reported Feb 6, 2026 · SEC filing

Reported sold
$11.6M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 6, 2026Amendment$11,638,686No comparisonNot reportedSEC filing
Dec 15, 2025Amendment$11,187,326$5,683,290vs Dec 16, 202451SEC filing
Dec 16, 2024Amendment$5,504,036No comparison32SEC filing
Dec 14, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-499638

Source: Form D, filed Feb 6, 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

WESTERN ALTERNATIVE STRATEGIES, L.P.-BELPOINTE

Investment adviser: TRUE NORTH ADVISORS, LLC

Gross asset value
$9.07M
Beneficial owners
48
ADV minimum commitment
$75K

Reported in Form ADV on Jul 16, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TRUSTSERVE, LP MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER, LLP FT WORTH, Texas, United States
Custodian NORTHBROOK BANK AND TRUST COMPANY N.A. NORTHBROOK, Illinois, United States Related to adviser: No
Marketer ICAPITAL MARKETS 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

WEAVER, LLP
PCAOB 410

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

Filing source

Form ADV 2116979 · Jul 16, 2026 · Schedule D 7.B.(1), fund 805-2574337933

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
Chris Pate Executive, Promoter
N/A Tn Wasgp, Llc Executive, Promoter
N/A True North Advisors, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3131 Turtle Creek Boulevard, Suite 1300
Dallas, TX, 75219