Core Bond Fund
Core Bond Fund is a private investment fund based in Seattle, Washington. According to its most recent Form D, filed Jan 24, 2025, it has sold $3,614,996,949 of interests to 27 investors since its first sale in Jul 2008. 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 Russell Investments US Institutional Holdco, Inc; Russell Investments Funds Management, LLC; Russell Investments Capital, LLC.
- Total raised
- $3,614,996,949Cumulative sales reported on Form D
- Investors
- 27
- First sale
- Jul 1, 2008
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Russell Investments US Institutional Holdco, Inc; Russell Investments Funds Management, LLC; Russell Investments Capital, LLC
- Latest Form D
- Jan 24, 2025
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 Core Bond Fund
What is the minimum investment for Core Bond Fund?
Core Bond Fund's latest Form D, filed Jan 24, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Core Bond Fund?
Core Bond Fund 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 Core Bond Fund raised?
Core Bond Fund reports $3,614,996,949 sold from 27 investors on its Form D filed Jan 24, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Core Bond Fund based?
Core Bond Fund is based in Seattle, Washington and is managed by Russell Investments.
When did Core Bond Fund launch?
Core Bond Fund reports its first sale in Jul 2008.
Size compared with every private investment fund
Raised more than 99% of the 113 private investment funds based in Washington, and more than 98% of all 10,255 that report sales.