AltMountain

Unconstrained Bond Fund

Seattle, WA · CIK 1603833
Status: no Form D since Dec 2022. 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.

Unconstrained Bond Fund is a private investment fund based in Seattle, Washington. According to its most recent Form D, filed Dec 21, 2022, it has sold $548,247,535 of interests to 18 investors since its first sale in Mar 2014. 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 Managing Member Russell Investments Funds Management, LLC; Sole Member Russell Investments US Institutional Holdco, Inc; Investment Manager Russell Investments Capital, LLC.

Total raised
$548,247,535Cumulative sales reported on Form D
Investors
18
First sale
Mar 31, 2014
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
Managing Member Russell Investments Funds Management, LLC; Sole Member Russell Investments US Institutional Holdco, Inc; Investment Manager Russell Investments Capital, LLC
Latest Form D
Dec 21, 2022

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 Unconstrained Bond Fund

What is the minimum investment for Unconstrained Bond Fund?

Unconstrained Bond Fund's latest Form D, filed Dec 21, 2022, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Unconstrained Bond Fund?

Unconstrained 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 Unconstrained Bond Fund raised?

Unconstrained Bond Fund reports $548,247,535 sold from 18 investors on its Form D filed Dec 21, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Unconstrained Bond Fund based?

Unconstrained Bond Fund is based in Seattle, Washington.

When did Unconstrained Bond Fund launch?

Unconstrained Bond Fund reports its first sale in Mar 2014.

Size compared with every private investment fund

Raised more than 89% of the 114 private investment funds based in Washington, and more than 89% of all 10,263 that report sales.

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