Low Duration 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 $337,105,047 of interests to 12 investors since its first sale in Mar 2012. 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; Ross Erickson; Russell Investments Funds Management, LLC.
- Total raised
- $337,105,047Cumulative sales reported on Form D
- Investors
- 12
- First sale
- Mar 30, 2012
- 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; Ross Erickson; Russell Investments Funds Management, 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 Low Duration Bond Fund
What is the minimum investment for Low Duration Bond Fund?
Low Duration 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 Low Duration Bond Fund?
Low Duration 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 Low Duration Bond Fund raised?
Low Duration Bond Fund reports $337,105,047 sold from 12 investors on its Form D filed Jan 24, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Low Duration Bond Fund based?
Low Duration Bond Fund is based in Seattle, Washington.
When did Low Duration Bond Fund launch?
Low Duration Bond Fund reports its first sale in Mar 2012.
Size compared with every private investment fund
Raised more than 78% of the 114 private investment funds based in Washington, and more than 84% of all 10,266 that report sales.