SEC Filing Record

Offering Amount

Indefinite

Strategy

PE

Exemption

06b

Date Filed

Jun 03, 2026

0002138311-26-000001

View on SEC EDGAR →

37A Read

This is a successor fund (Vintage II) in the 137 Holdings Access series, signaling the manager has completed at least one prior vintage and is now returning to market for a follow-on vehicle; the $0 placeholder filing indicates the target capitalization has not yet been locked, meaning terms and ticket sizes remain under negotiation.

The presence of two named GPs—iCapital PE GP, LLC and Lauren Unger—combined with zero prior EDGAR filings from this manager indicates either a newly formed vehicle or a manager previously operating outside SEC filing requirements, making this Access Fund II the first documented institutional raise on record for this partnership.

A mid-2026 filing for a Vintage II fund aligns with LP portfolio review cycles and potential exits from the first vintage reaching maturity windows, suggesting the manager is capitalizing on demonstrated performance or realized returns to secure commitment from existing relationships before a broader market fundraise.

Before engaging, verify whether a Vintage I fund exists and what its performance metrics or J-curve profile shows, as predecessor fund performance is the primary due diligence anchor for a successor vehicle; additionally, confirm whether Lauren Unger holds a key-man provision and the extent of her capital commitment, since two-person GP structures often carry single-point-of-failure risk.

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Principals

General Partners & Executives

iCapital PE GP, LLC Lauren Unger

IEQ Capital Access Fund - 137 Holdings Access Fund II, L.P.