Form D · Other Investment Fund

WinForest Performance Wealth PE Access Fund LP

Lake Forest, IL · CIK 0002063995

Offering snapshot reported Apr 21, 2025 · SEC filing

Reported sold
$83.9M
Indefinite offering
Investors reported
60
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 21, 2025
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
Apr 21, 2025Initial$83,900,000No comparison60SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-544120

Source: Form D, filed Apr 21, 2025. 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

WINFOREST PERFORMANCE WEALTH PE ACCESS FUND LP

Investment adviser: WINFOREST LLC

Gross asset value
$97.2M
Beneficial owners
73
ADV minimum commitment
$0

Reported in Form ADV on Jun 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT, LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian U.S. BANK, NA DENVER, Colorado, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2115100 · Jun 26, 2026 · Schedule D 7.B.(1), fund 805-5648094464

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
Joseph Dimberio Director
Brett Paschke Director
N/A Win Forest Performance Wealth Gp Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
140 Ridge Lane
Lake Forest, IL, 60045