0002132125-26-000001.txt : 20260608 0002132125-26-000001.hdr.sgml : 20260608 20260608150053 ACCESSION NUMBER: 0002132125-26-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20260608 DATE AS OF CHANGE: 20260608 EFFECTIVENESS DATE: 20260608 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Investment Partners, LLC - Tax-Aware Fund CENTRAL INDEX KEY: 0002132125 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-586561 FILM NUMBER: 261072266 BUSINESS ADDRESS: STREET 1: 275 SACRAMENTO STREET, 8TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-645-6503 MAIL ADDRESS: STREET 1: 275 SACRAMENTO STREET, 8TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94111 D 1 primary_doc.xml X0708 D LIVE 0002132125 Investment Partners, LLC - Tax-Aware Fund 275 SACRAMENTO STREET, 8TH FLOOR SAN FRANCISCO CA CALIFORNIA 94111 415-645-6503 DELAWARE None None Limited Liability Company true 2026 - Fort Point Capital Partners LLC 275 Sacramento Street, 8th Floor San Francisco CA CALIFORNIA 94111 Executive Officer Managing Member of the Issuer Timothy McDowell 275 Sacramento Street, 8th Floor San Francisco CA CALIFORNIA 94111 Executive Officer Managing Member of the Managing Member of Issuer Ralph Drybrough 275 Sacramento Street, 8th Floor San Francisco CA CALIFORNIA 94111 Executive Officer Managing Member of the Managing Member of Issuer Paul Touchstone 275 Sacramento Street, 8th Floor San Francisco CA CALIFORNIA 94111 Executive Officer Managing Member of the Managing Member of Issuer Pooled Investment Fund Hedge Fund false Decline to Disclose 06b 3C 3C.7 false 2026-06-01 true true false 250000 Indefinite 3492000 Indefinite false 21 0 0 0 false Investment Partners, LLC - Tax-Aware Fund /s/ Timothy McDowell Timothy McDowell Managing Member of the Managing Member of Issuer 2026-06-08