Index Trust T is a private investment fund based in Independence, Ohio. Its most recent Form D, filed Jan 21, 2026, reports no sales yet. 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(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Angela Cooper; Wilmington Savings Fund Society, FSB; Garrett Zdolshek.
- Total raised
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Angela Cooper; Wilmington Savings Fund Society, FSB; Garrett Zdolshek
- Latest Form D
- Jan 21, 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 Index Trust T
What is the minimum investment for Index Trust T?
Index Trust T's latest Form D, filed Jan 21, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Index Trust T?
Index Trust T 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(c), so it may advertise, but every investor must be verified as accredited.
How much has Index Trust T raised?
Index Trust T's latest Form D, filed Jan 21, 2026, reports no sales yet.
Where is Index Trust T based?
Index Trust T is based in Independence, Ohio.
Size compared with every private investment fund
This fund hasn't reported any sales yet.