Core Fixed Income, LLC is a private investment fund based in Woburn, Massachusetts. According to its most recent Form D, filed Apr 29, 2026, it has sold $82,288,808 of interests to 5 investors since its first sale in Mar 2019. The minimum investment it accepts from an outside investor is $5,000,000. 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 Taplin, Canida & Habacht LLC; Global Trust Company.
- Total raised
- $82,288,808Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Mar 28, 2019
- Minimum investment
- $5,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Taplin, Canida & Habacht LLC; Global Trust Company
- Latest Form D
- Apr 29, 2026
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 Fixed Income, LLC
What is the minimum investment for Core Fixed Income, LLC?
According to its latest Form D, filed Apr 29, 2026, the minimum investment Core Fixed Income, LLC accepts from an outside investor is $5,000,000.
Who can invest in Core Fixed Income, LLC?
Core Fixed Income, 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 Core Fixed Income, LLC raised?
Core Fixed Income, LLC reports $82,288,808 sold from 5 investors on its Form D filed Apr 29, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Core Fixed Income, LLC based?
Core Fixed Income, LLC is based in Woburn, Massachusetts.
When did Core Fixed Income, LLC launch?
Core Fixed Income, LLC reports its first sale in Mar 2019.
Size compared with every private investment fund
Raised more than 63% of the 538 private investment funds based in Massachusetts, and more than 69% of all 10,287 that report sales.