SEC filing record
Primary Source · SEC.gov

LCO Capital Healthcare Fund I, LP

Fund Vehicle2022 vintageRule 506(b), Section 3(c), Section 3(c)(1)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$11M

Investors

57

Min Invest

$50,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

LCO Capital Healthcare Fund I, LP is a Delaware limited partnership that first filed a Form D on January 4, 2022 and most recently amended it on January 4, 2023, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1) and covers pooled investment fund interests. LCO Capital Healthcare Fund I, LP reported $10,820,000 sold from 57 investors of a $50,000,000 total offering as of the Form D filed January 4, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000. The Form D names JONATHAN NANCE (CRD 137918), associated with None as the recipient of sales compensation soliciting in all states. The issuer's address of record is 5301 Newstead Manor Lane, Raleigh, NC 27606.

Critical Disclosures

What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.

Reporting lapsed · Form D · last filing January 4, 2023

Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.

Timeline
Each line is a fact as filed. The history behind it, the same event across other issuers, and an alert on the next one:Open in the terminal Watch this issuer

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001826219
Entity NameLCO Capital Healthcare Fund I, LP
ExemptionRule 506(b), Section 3(c), Section 3(c)(1)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(1) of the Investment Company Act: the fund is excluded from investment-company registration because it has no more than 100 beneficial owners.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address5301 Newstead Manor Lane, Raleigh, NC 27606
Phone(919) 830-0411
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Investment Company ActExcluded under Section 3(c)(1) (100 beneficial owners or fewer)
Securities TypePooled investment fund interests
First Sale DateDecember 15, 2021
Filing DateJanuary 4, 2023
Accession Number0001826219-23-000001
Total Offering Amount$50,000,000
Total Amount Sold$10,820,000
Amount Remaining$39,180,000
Total Investors57
Non-Accredited InvestorsNone
Minimum Investment$50,000
Offering DurationIntended to last more than one year
Revenue RangeDecline to Disclose
State (Issuer Address)NC
Amendment Count2 filings on record

Filings on Record

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Statements extracted

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NAV prints

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Offering chains

1

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

LCO CAPITAL PARTNERS, LLC

Director · RALEIGH, NC

GENERAL PARTNER OF THE ISSUER

LCO CAPITAL MANAGEMENT, LLC

Director · RALEIGH, NC

INVESTMENT MANAGER OF THE ISSUER

KEVIN SCHIMELFENIG

Executive Officer · RALEIGH, NC

MANAGER OF THE GENERAL PARTNER OF THE ISSUER

KYLE SCHIMELFENIG

Director · CLAYTON, NC

Placement Agents and Sales Compensation (Form D)

Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.

JONATHAN NANCECRD 137918 on BrokerCheck

Associated broker-dealer: None · CHARLOTTE, NC · Soliciting in all states

Questions About LCO Capital Healthcare Fund I, LP

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is LCO Capital Healthcare Fund I, LP?

LCO Capital Healthcare Fund I, LP is a Delaware limited partnership that filed a Form D with the SEC on January 4, 2023 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1) for an offering of pooled investment fund interests.

Is LCO Capital Healthcare Fund I, LP legit?

AltStreet does not rate legitimacy; it reports the public record. LCO Capital Healthcare Fund I, LP filed a Form D with the SEC on January 4, 2023 claiming Rule 506(b), Section 3(c), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $10,820,000 sold to 57 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is LCO Capital Healthcare Fund I, LP registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that LCO Capital Healthcare Fund I, LP claimed Rule 506(b), Section 3(c), Section 3(c)(1) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has LCO Capital Healthcare Fund I, LP raised?

LCO Capital Healthcare Fund I, LP reported $10,820,000 sold from 57 investors of a $50,000,000 total offering as of the Form D filed January 4, 2023.

Who can invest in LCO Capital Healthcare Fund I, LP?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000.

What is the minimum investment in LCO Capital Healthcare Fund I, LP?

The Form D lists $50,000 as the minimum investment accepted from any outside investor as of January 4, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling LCO Capital Healthcare Fund I, LP and how are they paid?

The Form D names JONATHAN NANCE (CRD 137918), associated with None as the recipient of sales compensation soliciting in all states.

Who is behind LCO Capital Healthcare Fund I, LP?

The Form D lists 4 related persons: LCO CAPITAL PARTNERS, LLC, director (GENERAL PARTNER OF THE ISSUER); LCO CAPITAL MANAGEMENT, LLC, director (INVESTMENT MANAGER OF THE ISSUER); KEVIN SCHIMELFENIG, executive officer (MANAGER OF THE GENERAL PARTNER OF THE ISSUER); KYLE SCHIMELFENIG, director. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is LCO Capital Healthcare Fund I, LP located?

The issuer's address on its SEC filings is 5301 Newstead Manor Lane, Raleigh, NC 27606. Its phone number of record is 919-830-0411. It is organized under the laws of Delaware.

How long is the LCO Capital Healthcare Fund I, LP offering open?

The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.

How large is LCO Capital Healthcare Fund I, LP?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.