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Primary Source · SEC.gov

POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC

Fund Vehicle2026 vintage506(b)
Latest signalNew Form D filerForm D · 2026-10-01Last filing 2026-10-01

Raised

Pre-open

Investors

—

Min Invest

$25,000

AltStreet Analysis

·

Generated from EDGAR primary sources

This Form D, filed October 1, 2026, registers Powell Investment Partners Series VII LLC, a Delaware equity vehicle managed by Powell Investment Partners with Jesse Wachs and Todd Gross listed as executive officers. The filing is an original (non-amendment) submission relying on the Rule 506(b) exemption, with no first sale date, amount raised, or investor count yet disclosed, and a stated minimum investment of $25,000.

This is a 506(b) private placement in the alternative investment category, a common exemption for funds raising from both accredited investors and a limited number of non-accredited investors without general solicitation. A $25,000 minimum is on the lower end for institutional-style pooled vehicles, and the filing appears to have been made prior to or concurrent with the start of capital raising.

Data Flags

generalFiling shows no first sale date, amount sold, or investor count, consistent with an original Form D submitted at or near the outset of fundraising rather than after capital has been accepted.
entity nameEntity is designated 'Series VII,' implying prior series (I-VI) likely exist from the same sponsor, but no related entities or parent platform are currently matched in the database.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002158119
Entity NamePOWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC
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 Liability Company
Jurisdiction of OrganizationDelaware
Year Organized2026
Issuer Address3444 Main Hwy, Second Floor, Miami, FL 33133
Phone(786) 470-3480
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Securities TypeEquity
First Sale DateNot yet occurred (as filed)
Filing DateOctober 1, 2026
Accession Number0002158119-26-000001
Total Offering AmountIndefinite
Total Amount Sold$0 (no sales yet)
Total Investors0 (no sales yet)
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Sales Commissions$0
Finders' Fees$0
Proceeds to Related Persons$0
Revenue RangeNo Revenues
State (Issuer Address)FL
Amendment CountOriginal filing only
Signed ByPHILIP JOSEPHSON, ATTORNEY-IN-FACT

Filings on Record

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

DOctober 1, 2026

Fund Family

Every vehicle in this manager's series as it appears on EDGAR, newest generation first. Sold-to-date and investor counts are each vehicle's latest Form D.

Fund family

POWELL INVESTMENT PARTNERS POWELL INVESTMENT PARTNERS6 vehicles · 6 generations · since 2023 · $40.8M sold across the family

This issuer is in Fund VII · Fund V had sold $0 at the same age (0 months from first filing)

VehicleRoleFirst filedStatusSoldInvestors
Fund VII · first filed 2026-10-01 · 1 vehicle
POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLCthis issuer2026-10-01pre sale$00
Fund V · first filed 2024-12-16 · 1 vehicle
POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC2024-12-16pre sale$00
Fund IV · first filed 2024-05-30 · 1 vehicle · $6.8M sold · 25 investors
POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES IV LLC2024-05-30lapsed$6.8M25
Fund III · first filed 2023-12-06 · 1 vehicle · $12.4M sold · 30 investors
POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES III LLC2023-12-06lapsed$12.4M30
Fund II · first filed 2023-08-14 · 1 vehicle · $5.7M sold · 22 investors
POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES II LLC2023-08-14lapsed$5.7M22
Fund I · first filed 2023-05-08 · 1 vehicle · $15.8M sold · 32 investors
POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES I LLC2023-05-08lapsed$15.8M32

Grouped from Form D issuer names (generation, sleeve, jurisdiction and legal-form tokens removed); a name-only match, so abbreviated or renamed vehicles can be missed. Sold and investor figures are each vehicle's latest Form D; sleeves that report the same figure share one family-wide total and are counted once. Performance lines are what a public pension plan reports for its own interest in that fund, net, on the plan's cash flows and valuation date; they are not the general partner's figures.

In the Terminal

Filing events

1

latest Oct 1, 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 · Oct 1, 2026

SEC.gov
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Investor

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  • 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.

JESSE WACHS

Executive Officer · MIAMI, FL

TODD GROSS

Executive Officer · MIAMI, FL

Questions About POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC

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

What is POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC?

POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC is a Delaware limited liability company organized in 2026 that filed a Form D with the SEC on October 1, 2026 as a private equity fund. The filing claims Rule 506(b) for an offering of equity.

Is POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC legit?

AltStreet does not rate legitimacy; it reports the public record. POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC filed a Form D with the SEC on October 1, 2026 claiming Rule 506(b). 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 POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC 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 POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC 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 POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC raised?

POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC reported that the first sale had not yet occurred as of the Form D filed October 1, 2026, so no amount sold or investor count is on file. The total offering amount is listed as indefinite.

Who can invest in POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC?

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 $25,000.

What is the minimum investment in POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC?

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of October 1, 2026. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC 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 POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC?

The Form D lists 2 related persons: JESSE WACHS, executive officer; TODD GROSS, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC located?

The issuer's address on its SEC filings is 3444 Main Hwy, Second Floor, Miami, FL 33133. Its phone number of record is 7864703480. It is organized under the laws of Delaware.

How long is the POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC offering open?

The issuer indicated that the offering is not 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 POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC?

The Form D reports a revenue range of No Revenues.

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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.