SEC filing record
Primary Source · SEC.gov

VergePointe Capital Fund XXVI, LP

2026 vintageRule 506(b)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.

Latest signalNew Form D filerForm D · 2026-01-15Last filing 2026-01-15

Raised

$4M

Investors

2

Min Invest

$250,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

VergePointe Capital Fund XXVI, LP is a Delaware limited partnership that filed a Form D with the SEC on January 15, 2026 in the Other industry group. The offering claims Rule 506(b) and covers equity. VergePointe Capital Fund XXVI, LP reported $3,500,000 sold from 2 investors of a $50,000,000 total offering as of the Form D filed January 15, 2026. 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. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $250,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is 15400 Boones Ferry Rd, Suite 201, Lake Oswego, OR 97035.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002104020
Entity NameVergePointe Capital Fund XXVI, LP
ExemptionRule 506(b)
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.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address15400 Boones Ferry Rd, Suite 201, Lake Oswego, OR 97035
Phone(503) 684-0100
Industry / Fund TypeOther
Securities TypeEquity
First Sale DateJune 23, 2025
Filing DateJanuary 15, 2026
Accession Number0002104020-26-000001
Total Offering Amount$50,000,000
Total Amount Sold$3,500,000
Amount Remaining$46,500,000
Total Investors2
Non-Accredited InvestorsNone
Minimum Investment$250,000
Offering DurationIntended to last more than one year
Sales Commissions$0
Finders' Fees$0
Revenue RangeDecline to Disclose
State (Issuer Address)OR
Amendment CountOriginal filing only

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

1

latest Jan 15, 2026

Critical / warning

0 / 0

0 watch · 1 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

raising

Latest event New filer · Jan 15, 2026

SEC.gov
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Fund family Part of the VergePointe Capital Fund family: 4 vehicles across 4 generations · full family and the filing behind each link in the terminal

Investor

  • The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
  • 1 filing event with values and deltas, latest 2026-01-15, and alerts on the next one
  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

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Related Persons (Form D)

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

Matthew D Vance

Executive Officer · LAKE OSWEGO, OR

Manager of Sole Member of General Partner

Scott D Roberts

Executive Officer · LAKE OSWEGO, OR

Manager of Sole Member of General Partner

Jeffery D Smith

Executive Officer · LAKE OSWEGO, OR

Manager of Sole Member of General Partner

Questions About VergePointe Capital Fund XXVI, LP

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

What is VergePointe Capital Fund XXVI, LP?

VergePointe Capital Fund XXVI, LP is a Delaware limited partnership that filed a Form D with the SEC on January 15, 2026 in the Other industry group. The filing claims Rule 506(b) for an offering of equity.

Is VergePointe Capital Fund XXVI, LP legit?

AltStreet does not rate legitimacy; it reports the public record. VergePointe Capital Fund XXVI, LP filed a Form D with the SEC on January 15, 2026 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $3,500,000 sold to 2 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 VergePointe Capital Fund XXVI, 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 VergePointe Capital Fund XXVI, LP claimed Rule 506(b) 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 VergePointe Capital Fund XXVI, LP raised?

VergePointe Capital Fund XXVI, LP reported $3,500,000 sold from 2 investors of a $50,000,000 total offering as of the Form D filed January 15, 2026.

Who can invest in VergePointe Capital Fund XXVI, 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. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $250,000.

What is the minimum investment in VergePointe Capital Fund XXVI, LP?

The Form D lists $250,000 as the minimum investment accepted from any outside investor as of January 15, 2026. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling VergePointe Capital Fund XXVI, LP and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.

Who is behind VergePointe Capital Fund XXVI, LP?

The Form D lists 3 related persons: Matthew D Vance, executive officer (Manager of Sole Member of General Partner); Scott D Roberts, executive officer (Manager of Sole Member of General Partner); Jeffery D Smith, executive officer (Manager of Sole Member of General Partner). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is VergePointe Capital Fund XXVI, LP located?

The issuer's address on its SEC filings is 15400 Boones Ferry Rd, Suite 201, Lake Oswego, OR 97035. Its phone number of record is 5036840100. It is organized under the laws of Delaware.

How long is the VergePointe Capital Fund XXVI, 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, and no amendment is on record yet.

What is VergePointe Capital Fund XXVI, LP's revenue?

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.