Wealthplan Growth Equity Fund, LP
Raised
Pre-open
Investors
—
Min Invest
None stated
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AltStreet Analysis
·Generated from EDGAR primary sources
Wealthplan Growth Equity Fund, LP is a Delaware limited partnership filing under Rule 506(b) and Section 3(c), managed by Wealthplan Growth Equity Fund (GP), LLC with related entities Equilibrium Ventures, LLC and Towards Equilibrium, Inc. This is a pre-open filing with no capital raised or investor count disclosed. The fund is structured as a pooled investment vehicle targeting equity securities.
This alternative investment vehicle uses the standard 506(b) private placement exemption combined with Section 3(c) Investment Company Act exclusion, typical for private equity and venture funds. The pre-open filing with undisclosed minimums and investor counts is consistent with institutional fund launches that finalize terms in the limited partnership agreement rather than public disclosures.
Data Flags
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings 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 Aug 3, 2026
Critical / warning
0 / 0
0 watch · 1 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
pre_sale
Latest event New filer · Aug 3, 2026
SEC.govFund family Part of the Wealthplan Growth Equity Fund family: 2 vehicles across 0 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 2026-08-03, 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.
N/A Wealthplan Growth Equity Fund (GP), LLC
Executive Officer · New York, NY
N/A Equilibrium Ventures, LLC
Executive Officer · New York, NY
N/A Towards Equilibrium, Inc.
Executive Officer · New York, NY
Itay Vinik
Executive Officer · New York, NY
Tory Reiss
Executive Officer · New York, NY
Questions About Wealthplan Growth Equity Fund, LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Wealthplan Growth Equity Fund, LP?
Wealthplan Growth Equity Fund, LP is a Delaware limited partnership that filed a Form D with the SEC on August 3, 2026 as a hedge fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.
Is Wealthplan Growth Equity Fund, LP legit?
AltStreet does not rate legitimacy; it reports the public record. Wealthplan Growth Equity Fund, LP filed a Form D with the SEC on August 3, 2026 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. 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 Wealthplan Growth Equity Fund, 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 Wealthplan Growth Equity Fund, LP claimed Rule 506(b), Section 3(c), Section 3(c)(7) 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 Wealthplan Growth Equity Fund, LP raised?
Wealthplan Growth Equity Fund, LP reported that the first sale had not yet occurred as of the Form D filed August 3, 2026, so no amount sold or investor count is on file. The total offering amount is listed as indefinite.
Who can invest in Wealthplan Growth Equity Fund, 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)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Wealthplan Growth Equity Fund, LP?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Wealthplan Growth Equity Fund, 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.
Who is behind Wealthplan Growth Equity Fund, LP?
The Form D lists 5 related persons: Wealthplan Growth Equity Fund (GP), LLC, executive officer (General Partner of the Issuer); Equilibrium Ventures, LLC, executive officer (Investment Manager of the Issuer); Towards Equilibrium, Inc., executive officer (Managing Member of the General Partner and Investment Manager); Itay Vinik, executive officer (Director/Officer of the Managing Member of the General Partner and Investment Manager); Tory Reiss, executive officer (Director/Officer of the Managing Member of the General Partner and Investment Manager). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Wealthplan Growth Equity Fund, LP located?
The issuer's address on its SEC filings is 80 8th Avenue, Floor 5, New York, NY 10011. Its phone number of record is 917-410-6825. It is organized under the laws of Delaware.
How long is the Wealthplan Growth Equity Fund, 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.
How large is Wealthplan Growth Equity Fund, LP?
The issuer declined to disclose its net asset value 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.