Multi-Asset Core Plus Fund
Multi-Asset Core Plus Fund is a private investment fund based in Seattle, Washington. According to its most recent Form D, filed Jan 24, 2025, it has sold $1,825,615,705 of interests to 14 investors since its first sale in Feb 2013. 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 Ross Erickson; Russell Investments Capital, LLC; Russell Investments Funds Management, LLC.
- Total raised
- $1,825,615,705Cumulative sales reported on Form D
- Investors
- 14
- First sale
- Feb 28, 2013
- 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
- Ross Erickson; Russell Investments Capital, LLC; 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 Multi-Asset Core Plus Fund
What is the minimum investment for Multi-Asset Core Plus Fund?
Multi-Asset Core Plus 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 Multi-Asset Core Plus Fund?
Multi-Asset Core Plus 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 Multi-Asset Core Plus Fund raised?
Multi-Asset Core Plus Fund reports $1,825,615,705 sold from 14 investors on its Form D filed Jan 24, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Multi-Asset Core Plus Fund based?
Multi-Asset Core Plus Fund is based in Seattle, Washington and is managed by Russell Investments.
When did Multi-Asset Core Plus Fund launch?
Multi-Asset Core Plus Fund reports its first sale in Feb 2013.
Size compared with every private investment fund
Raised more than 97% of the 114 private investment funds based in Washington, and more than 96% of all 10,425 that report sales.