# Capital Guardian U.S. Diversified Equity Research Portfolio Fund for Tax-Exempt Trusts — Form D

Capital Guardian U.S. Diversified Equity Research Portfolio Fund for Tax-Exempt Trusts of LOS ANGELES, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2009-03-16. $271.2M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2009-03-16
- Form: D
- Accession: 0001157869-09-000015
- Industry: Pooled Investment Fund
- Exemptions: 06, 3C, 3C.1
- Amount sold: $271.2M
- Minimum investment: $15.0M
- Investors: 7
- Date of first sale: 2003-08-01
- Security types: fund interests
- SEC file number: 021-127989

## Issuer

- Name: Capital Guardian U.S. Diversified Equity Research Portfolio Fund for Tax-Exempt Trusts
- CIK: 0001457818
- Entity type: Other
- Jurisdiction: CA
- Address: 333 SOUTH HOPE STREET, LOS ANGELES, CA, 90071
- Phone: (213) 486-9200

## Officers, directors & promoters (1)

| Name | Role | Location |
| --- | --- | --- |
| See Clarification See Clarification | Promoter | Los Angeles, CA |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2011-02-15](https://search.stillhousedata.com/formd/0001482240-11-000007) | D/A | — | $271.2M |
| [2010-03-10](https://search.stillhousedata.com/formd/0001241638-10-000008) | D | — | $271.2M |

## More

- [CIK 1457818 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1457818&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001157869-09-000015.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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