Aon Institutional Funds, LLC is a private investment fund based in Chicago, Illinois. According to its most recent Form D, filed Aug 5, 2022, it has sold $900,042,416 of interests to 13 investors since its first sale in Sep 2015. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Aon Investments USA Inc; Kevin Zagortz; Terry Ransford.
- Total raised
- $900,042,416Cumulative sales reported on Form D
- Investors
- 13
- First sale
- Sep 1, 2015
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- Over $100,000,000Self-reported
- Key people and entities
- Aon Investments USA Inc; Kevin Zagortz; Terry Ransford
- Latest Form D
- Aug 5, 2022
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Aon Institutional Funds, LLC
What is the minimum investment for Aon Institutional Funds, LLC?
Aon Institutional Funds, LLC's latest Form D, filed Aug 5, 2022, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Aon Institutional Funds, LLC?
Aon Institutional Funds, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Aon Institutional Funds, LLC raised?
Aon Institutional Funds, LLC reports $900,042,416 sold from 13 investors on its Form D filed Aug 5, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Aon Institutional Funds, LLC based?
Aon Institutional Funds, LLC is based in Chicago, Illinois.
When did Aon Institutional Funds, LLC launch?
Aon Institutional Funds, LLC reports its first sale in Sep 2015.
Size compared with every private investment fund
Raised more than 90% of the 554 private investment funds based in Illinois, and more than 93% of all 10,333 that report sales.