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Jwm Income & Growth Fund I LP

Other Private FundFund ID 805-5273394820Delaware, United States
Gross assets
$55.6M
Min. investment
$250K
Beneficial owners
46
Size rank
Top 53%
Audited
Yes
Structure
Standalone

About this fund

Jwm Income & Growth Fund I LP is a other private fund managed by Sage Advisors, LLC. The fund reports $55.6 million in gross assets, placing it among the top 53% of private funds by size. The stated minimum investment is $250,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-5273394820
Fund typeOther Private Fund — PRIVATE EQUITY AND REAL ESTATE FUND
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPNo
Sub-advisedYes
Sales limited to qualified investorsYes
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Hampshire Associates Fund Qp, LPOther Private$52.1M
Liberty Permit Energy Infrastructure Fund LPPrivate Equity$39.7M
Hampshire Associates Fund LPOther Private$29.1M
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Frequently asked questions

How large is Jwm Income & Growth Fund I LP?

Jwm Income & Growth Fund I LP reports $55.6 million in gross assets, among the top 53% of private funds by size.

What is the minimum investment for Jwm Income & Growth Fund I LP?

The stated minimum investment is $250,000.

Who manages Jwm Income & Growth Fund I LP?

Jwm Income & Growth Fund I LP is managed by Sage Advisors, LLC.

Does Jwm Income & Growth Fund I LP disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

S
New York, NY

Service providers

Prime broker
None reported
Custodian

Reported gross assets

$55.6M▼ 7%
Mar '25 — $59.8MApr '25 — $59.8MMay '25 — $59.8MJun '25 — $59.8MJul '25 — $59.8MAug '25 — $59.8MSep '25 — $59.8MOct '25 — $59.8MNov '25 — $59.8MDec '25 — $59.8MJan '26 — $59.8MFeb '26 — $59.8MMar '26 — $55.6MApr '26 — $55.6MMay '26 — $55.6MJun '26 — $55.6M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 53%
Larger than 47% of 67,041 private funds
Gross assets vs Other Private FundsTop 52%
Larger than 48% of 8,892 other private funds
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds1%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.