Core Plus Fixed Income, LLC
Core Plus 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 $451,843,213 of interests to 11 investors since its first sale in Oct 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 Loop Capital Asset Management-TCH, LLC; Global Trust Company.
- Total raised
- $451,843,213Cumulative sales reported on Form D
- Investors
- 11
- First sale
- Oct 31, 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
- Loop Capital Asset Management-TCH, 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 Plus Fixed Income, LLC
What is the minimum investment for Core Plus Fixed Income, LLC?
According to its latest Form D, filed Apr 29, 2026, the minimum investment Core Plus Fixed Income, LLC accepts from an outside investor is $5,000,000.
Who can invest in Core Plus Fixed Income, LLC?
Core Plus 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 Plus Fixed Income, LLC raised?
Core Plus Fixed Income, LLC reports $451,843,213 sold from 11 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 Plus Fixed Income, LLC based?
Core Plus Fixed Income, LLC is based in Woburn, Massachusetts.
When did Core Plus Fixed Income, LLC launch?
Core Plus Fixed Income, LLC reports its first sale in Oct 2019.
Size compared with every private investment fund
Raised more than 82% of the 538 private investment funds based in Massachusetts, and more than 87% of all 10,287 that report sales.