Trailhead Growth, LP
Trailhead Growth, LP is a private investment fund based in West Conshohocken, Pennsylvania. According to its most recent Form D, filed Mar 9, 2026, it has sold $24,139,378 of interests to 57 investors since its first sale in Jan 2022. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include PPB Trailhead Growth Mgt LLC; Focus Partners Wealth, LLC; Brendan Lake.
- Total raised
- $24,139,378Cumulative sales reported on Form D
- Investors
- 57
- First sale
- Jan 3, 2022
- Minimum investment
- $250,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- PPB Trailhead Growth Mgt LLC; Focus Partners Wealth, LLC; Brendan Lake
- Latest Form D
- Mar 9, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Trailhead Growth, LP
What is the minimum investment for Trailhead Growth, LP?
According to its latest Form D, filed Mar 9, 2026, the minimum investment Trailhead Growth, LP accepts from an outside investor is $250,000.
Who can invest in Trailhead Growth, LP?
Trailhead Growth, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Trailhead Growth, LP raised?
Trailhead Growth, LP reports $24,139,378 sold from 57 investors on its Form D filed Mar 9, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Trailhead Growth, LP based?
Trailhead Growth, LP is based in West Conshohocken, Pennsylvania and is managed by Focus Partners Wealth, LLC.
When did Trailhead Growth, LP launch?
Trailhead Growth, LP reports its first sale in Jan 2022, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 69% of the 290 private investment funds based in Pennsylvania, and more than 53% of all 10,266 that report sales.
Other funds with the same team
- TCG Onshore Balanced Fund, L.P.$405M
- Hyde Park Partners Ltd$204M
- TCG Diversifying Strategies Fund, L.P.$89.3M
- TCG International Opportunities Fund, L.P.$70.4M
- OrbiMed Royalty & Credit Opportunities Access Fund IV LP$48.6M
- Cyndeo Income Opportunities LP$37.9M
- 8VC Fund V Access Fund LP$31.9M
- BHPW Select Opportunities Fund LP$31.9M
More private investment funds in West Conshohocken
Similar-size private investment funds in Pennsylvania
- Sfp-Mh Investco, LLC$23.9M
- Attinger Real Assets 2025, LLC$24.7M
- LL Strategic Opportunities Fund, L.P.$23.1M
- Axcelus Financial Life Insurance Co Separate Account VL 478$25.0M
- Unity Select Fund, LLC - Highvista Venture Capital XIV Series$22.8M
- Axcelus Financial Life Insurance Co Separate Account VA 387$25.0M