Fund family · SEC Form D record
Beal Fund funds
Beal Fund has 5 vehicles on the SEC Form D record, in 5 numbered generations, filed from 2022 to 2025. The newest is Beal Fund V LP, first filed Sep 26, 2025.
- Vehicles
- 5
- Numbered generations
- 5
- First filing
- 2022
- Latest filing
- Sep 26, 2025
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund V
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Beal Fund V LPCIK 2085896 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IV
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Beal Fund IV LPCIK 2082974 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Beal Fund III LPCIK 1936791 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Beal Fund II LPCIK 1913530 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Beal Fund 1 LPCIK 1909339 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Beal Fund funds
- How many Beal Fund funds are there?
- The SEC Form D record shows 5 vehicles in 5 numbered generations, the earliest filed Mar 11, 2022 and the latest filing on Sep 26, 2025. By generation: Fund V (Beal Fund V LP, first filed Sep 26, 2025); Fund IV (Beal Fund IV LP, first filed Sep 26, 2025); Fund III (Beal Fund III LP, first filed Jul 7, 2022); Fund II (Beal Fund II LP, first filed Jun 22, 2022); Fund I (Beal Fund 1 LP, first filed Mar 11, 2022).
- What is the latest Beal Fund fund?
- Beal Fund V LP, which first filed a Form D on Sep 26, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Beal Fund funds?
- AltStreet has not joined a Form ADV adviser to this family's Form D filings. The adviser, if any, appears in each fund's offering documents, which a Form D does not include.
- How much have the Beal Fund funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.