Trailhead Income LP
Trailhead Income LP is a private equity fund based in West Conshohocken, Pennsylvania. According to its most recent Form D, filed Mar 9, 2026, it has sold $47,505,252 of interests to 98 investors since its first sale in Jun 2020. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Focus Partners Wealth, LLC; PPB Trailhead Mgt., LLC; Brendan Lake.
- Total raised
- $47,505,252Cumulative sales reported on Form D
- Investors
- 98
- First sale
- Jun 22, 2020
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Focus Partners Wealth, LLC; PPB Trailhead Mgt., 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 Income LP
What is the minimum investment for Trailhead Income LP?
According to its latest Form D, filed Mar 9, 2026, the minimum investment Trailhead Income LP accepts from an outside investor is $250,000.
Who can invest in Trailhead Income LP?
Trailhead Income LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Trailhead Income LP raised?
Trailhead Income LP reports $47,505,252 sold from 98 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 Income LP based?
Trailhead Income LP is based in West Conshohocken, Pennsylvania and is managed by Focus Partners Wealth, LLC.
When did Trailhead Income LP launch?
Trailhead Income LP reports its first sale in Jun 2020.
Size compared with every private equity fund
Raised more than 70% of the 267 private equity funds based in Pennsylvania, and more than 63% of all 9,142 that report sales.