EDGAR Verified
Primary Source · SEC.gov

iCapital - MV Inflection V RCM Access Fund, L.P.

Feeder Fund2026 vintage506(b), 3(c)
Latest signalNew Form D filerForm D · 2026-10-16Last filing 2026-10-16

Raised

Pre-open

Investors

—

Min Invest

None stated

AltStreet Analysis

·

Generated from EDGAR primary sources

iCapital - MV Inflection V RCM Access Fund, L.P. is a Delaware pooled investment vehicle filed under Form D on 2026-10-16 by iCapital PE GP, LLC (promoter) with Max Schwartz listed as executive officer. The filing reflects a pre-open offering — total amount sold, investor count, and minimum investment are not disclosed — raised under combined 506(b) and 3(c) exemptions, consistent with an iCapital-branded access/feeder fund structure.

This filing sits within the alternative investment feeder/access fund category, where sponsors like iCapital create Delaware LP vehicles to pool accredited investor capital into an underlying private fund (here referencing 'MV Inflection V' and 'RCM'). The dual 506(b)/3(c) exemption claim and absence of a stated minimum on the public filing are typical for this access-fund format rather than distinguishing features of this specific offering.

Data Flags

exemptionFiling claims both Rule 506(b) and Section 3(c) exemptions simultaneously, a pattern common to iCapital-style access fund filings but not confirmable as a platform convention here since no sibling entities were available for comparison.
first_sale_dateFirst sale date and total amount sold are undisclosed in this pre-open filing; raise size is unknown so this cannot be confirmed as consistent with the large-institutional-amendment exception.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002160607
Entity NameiCapital - MV Inflection V RCM Access Fund, L.P.
ExemptionRule 506(b), Section 3(c), Section 3(c)(7)
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)(7) of the Investment Company Act: the fund is excluded from investment-company registration because every investor is a qualified purchaser, generally an individual with at least $5 million in investments or an institution with at least $25 million.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Year Organized2026
Issuer AddressC/O Compliance Department, 60 East 42nd Street, 24th Floor, New York, NY 10165
Phone(212) 994-7400
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Investment Company ActExcluded under Section 3(c)(7) (qualified purchasers only)
Securities TypeEquity, Pooled Investment Fund
First Sale DateNot yet occurred (as filed)
Filing DateOctober 16, 2026
Accession Number0002160607-26-000001
Total Offering AmountIndefinite
Total Amount Sold$0 (no sales yet)
Total Investors0 (no sales yet)
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationOne year or less
Sales Commissions$0 (to Rockefeller Financial LLC)
Finders' Fees$0
Proceeds to Related Persons$0
Revenue RangeDecline to Disclose
State (Issuer Address)NY
Amendment CountOriginal filing only
Signed ByMax Schwartz, Authorized Signatory of the General Partner of the Issuer

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 Oct 16, 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 16, 2026

SEC.gov
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Investor

  • 1 filing event with values and deltas, latest 2026-10-16, 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.

- iCapital PE GP, LLC

Promoter · New York, NY

Max Schwartz

Executive Officer · New York, NY

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.

Rockefeller Financial LLCCRD 291361 on BrokerCheck

Associated broker-dealer: None · New York, NY · Soliciting in all states

Questions About iCapital - MV Inflection V RCM Access Fund, L.P.

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

What is iCapital - MV Inflection V RCM Access Fund, L.P.?

iCapital - MV Inflection V RCM Access Fund, L.P. is a Delaware limited partnership organized in 2026 that filed a Form D with the SEC on October 16, 2026 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of equity and pooled investment fund interests.

Is iCapital - MV Inflection V RCM Access Fund, L.P. legit?

AltStreet does not rate legitimacy; it reports the public record. iCapital - MV Inflection V RCM Access Fund, L.P. filed a Form D with the SEC on October 16, 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 iCapital - MV Inflection V RCM Access Fund, L.P. 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 iCapital - MV Inflection V RCM Access Fund, L.P. 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 iCapital - MV Inflection V RCM Access Fund, L.P. raised?

iCapital - MV Inflection V RCM Access Fund, L.P. reported that the first sale had not yet occurred as of the Form D filed October 16, 2026, so no amount sold or investor count is on file. The total offering amount is listed as indefinite.

Who can invest in iCapital - MV Inflection V RCM Access Fund, L.P.?

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 iCapital - MV Inflection V RCM Access Fund, L.P.?

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 iCapital - MV Inflection V RCM Access Fund, L.P. and how are they paid?

The Form D names Rockefeller Financial LLC (CRD 291361), associated with None as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.

Who is behind iCapital - MV Inflection V RCM Access Fund, L.P.?

The Form D lists 2 related persons: iCapital PE GP, LLC, promoter (General Partner of the Issuer); Max Schwartz, executive officer (Authorized Signatory of the General Partner of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is iCapital - MV Inflection V RCM Access Fund, L.P. located?

The issuer's address on its SEC filings is C/O Compliance Department, 60 East 42nd Street, 24th Floor, New York, NY 10165. Its phone number of record is 212-994-7400. It is organized under the laws of Delaware.

How long is the iCapital - MV Inflection V RCM Access Fund, L.P. 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 iCapital - MV Inflection V RCM Access Fund, L.P.?

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

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

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.