AltMountain

Large Cap US Equity Fund

Seattle, WA · CIK 1440784
Status: no Form D since Dec 2021. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Large Cap US Equity Fund is a private investment fund based in Seattle, Washington. According to its most recent Form D, filed Dec 17, 2021, it has sold $46,729,735 of interests to 4 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 Investment Manager Russell Investments Capital, LLC; Sole Member Russell Investments US Institutional Holdco, Inc; Managing Member Russell Investments Funds Management, LLC.

Total raised
$46,729,735Cumulative sales reported on Form D
Investors
4
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
Investment Manager Russell Investments Capital, LLC; Sole Member Russell Investments US Institutional Holdco, Inc; Managing Member Russell Investments Funds Management, LLC
Latest Form D
Dec 17, 2021

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 Large Cap US Equity Fund

What is the minimum investment for Large Cap US Equity Fund?

Large Cap US Equity Fund's latest Form D, filed Dec 17, 2021, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Large Cap US Equity Fund?

Large Cap US Equity 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 Large Cap US Equity Fund raised?

Large Cap US Equity Fund reports $46,729,735 sold from 4 investors on its Form D filed Dec 17, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Large Cap US Equity Fund based?

Large Cap US Equity Fund is based in Seattle, Washington.

When did Large Cap US Equity Fund launch?

Large Cap US Equity Fund reports its first sale in Jul 2008.

Size compared with every private investment fund

Raised more than 54% of the 114 private investment funds based in Washington, and more than 61% of all 10,263 that report sales.

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