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Wealthplan Income Fund I LP

Other Private FundFund ID 805-5871473565Delaware, United States
Gross assets
Min. investment
$100K
Beneficial owners
0
Size rank
Audited
Yes
Structure
Standalone

About this fund

Wealthplan Income Fund I LP is a other private fund managed by Wealthplan Investment Management LLC. The stated minimum investment is $100,000. 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 ID805-5871473565
Fund typeOther Private Fund — A CLOSED-END PRIVATE MARKETS FUND-OF-FUNDS
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedYes
% of assets independently valued0%

Other funds from this manager

None reported.

Frequently asked questions

What is the minimum investment for Wealthplan Income Fund I LP?

The stated minimum investment is $100,000.

Who manages Wealthplan Income Fund I LP?

Wealthplan Income Fund I LP is managed by Wealthplan Investment Management LLC.

Does Wealthplan Income Fund I LP disclose returns?

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

Service providers

Prime broker
None reported
Custodian
None reported
Auditor

How this fund compares

Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

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