Fund family · SEC Form D record
LotusGroup IncomePlus Fund funds
LotusGroup IncomePlus Fund has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2021 to 2026. The newest is LotusGroup IncomePlus Fund IV LP, first filed Oct 14, 2025. Advisers of record on Form ADV Schedule D include Lotusgroup Capital, Ppb Advisors, LLC.
- Vehicles
- 3
- Numbered generations
- 3
- First filing
- 2021
- Latest filing
- Mar 24, 2026
Adviser of record (Form ADV Schedule D) Lotusgroup Capital (CRD 298973), Ppb Advisors, LLC (CRD 152303)
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 IV
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| LotusGroup IncomePlus Fund IV LPCIK 2091208 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| LotusGroup IncomePlus Fund III LPCIK 1984042 | No amendment after 13 months | 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 |
|---|---|---|---|---|---|
| LotusGroup IncomePlus Fund II LPCIK 1863717 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the LotusGroup IncomePlus Fund funds
- How many LotusGroup IncomePlus Fund funds are there?
- The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Jun 4, 2021 and the latest filing on Mar 24, 2026. By generation: Fund IV (LotusGroup IncomePlus Fund IV LP, first filed Oct 14, 2025); Fund III (LotusGroup IncomePlus Fund III LP, first filed Jul 31, 2023); Fund II (LotusGroup IncomePlus Fund II LP, first filed Jun 4, 2021).
- What is the latest LotusGroup IncomePlus Fund fund?
- LotusGroup IncomePlus Fund IV LP, which first filed a Form D on Oct 14, 2025 and last amended it on Mar 24, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the LotusGroup IncomePlus Fund funds?
- Lotusgroup Capital (RIA, CRD 298973); Ppb Advisors, LLC (RIA, CRD 152303), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the LotusGroup IncomePlus 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.