Term Fund 2026 is a private investment fund based in New York. According to its most recent Form D, filed Mar 3, 2026, it has sold $182,381,174 of interests to 39 investors since its first sale in Jan 2022. 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 Huw Roberts; James Waters; Goldman Sachs Trust Company, N.A.
- Total raised
- $182,381,174Cumulative sales reported on Form D
- Investors
- 39
- First sale
- Jan 3, 2022
- 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
- Huw Roberts; James Waters; Goldman Sachs Trust Company, N.A
- Latest Form D
- Mar 3, 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 Term Fund 2026
What is the minimum investment for Term Fund 2026?
According to its latest Form D, filed Mar 3, 2026, the minimum investment Term Fund 2026 accepts from an outside investor is $5,000,000.
Who can invest in Term Fund 2026?
Term Fund 2026 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 Term Fund 2026 raised?
Term Fund 2026 reports $182,381,174 sold from 39 investors on its Form D filed Mar 3, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Term Fund 2026 based?
Term Fund 2026 is based in New York.
When did Term Fund 2026 launch?
Term Fund 2026 reports its first sale in Jan 2022.