Fund family · SEC Form D record
YS PE DIRECT TPQF funds
YS PE DIRECT TPQF has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2024 to 2026. The newest is YS PE DIRECT TPQF III LLC, first filed Jul 29, 2025. The adviser of record on Form ADV Schedule D is Willow Wealth.
- Vehicles
- 3
- Numbered generations
- 3
- First filing
- 2024
- Latest filing
- Jan 5, 2026
Adviser of record (Form ADV Schedule D) Willow Wealth (CRD 282487)
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 III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| YS PE DIRECT TPQF III LLCCIK 2058729 | 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 |
|---|---|---|---|---|---|
| YS PE DIRECT TPQF II LLCCIK 2103396 | Filed within 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 |
|---|---|---|---|---|---|
| YS PE DIRECT TPQF I LLCCIK 1996585 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the YS PE DIRECT TPQF funds
- How many YS PE DIRECT TPQF funds are there?
- The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Feb 27, 2024 and the latest filing on Jan 5, 2026. By generation: Fund III (YS PE DIRECT TPQF III LLC, first filed Jul 29, 2025); Fund II (YS PE DIRECT TPQF II LLC, first filed Jan 5, 2026); Fund I (YS PE DIRECT TPQF I LLC, first filed Feb 27, 2024).
- What is the latest YS PE DIRECT TPQF fund?
- YS PE DIRECT TPQF III LLC, which first filed a Form D on Jul 29, 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 YS PE DIRECT TPQF funds?
- Willow Wealth (RIA, CRD 282487), 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 YS PE DIRECT TPQF 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.