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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
Algonquin Middle Market Opportunities Fund, L.P.Private Equity$26.6M
Hampshire Institutional Fund, LPOther Private$24.5M
Countervailing Private Equity Fund, LPPrivate Equity$21M
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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

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 — $55.6MJul '26 — $55.6MAug '26 — $55.6M
Mar '25Form ADV, monthlyAug '26

How this fund compares

Gross assetsTop 53%
Larger than 47% of 67,603 private funds
Gross assets vs Other Private FundsTop 52%
Larger than 48% of 8,940 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.