FI Institutional Group Global Small Cap Equity Fund — Form D

FI Institutional Group Global Small Cap Equity Fund of PLANO, TX, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2017-01-17. $6.8M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2017-01-17
Form: D
Accession: 0001568763-17-000002
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.7
Amount sold: $6.8M
Minimum investment: $5.0M
Investors: 1
Date of first sale: 2013-02-01
Security types: fund interests
SEC file number: 021-278535

Issuer

Name: FI Institutional Group Global Small Cap Equity Fund
CIK: 0001568763
Entity type: Other
Jurisdiction: DELAWARE
Incorporated: 2012
Address: 6500 INTERNATIONAL PARKWAY, PLANO, TX, 75093
Phone: 650-851-3334

Officers, directors & promoters (2)

Name	Role	Location
Kenneth L Fisher	Promoter	Camas, WA
Kenneth L Fisher	Related Person	Camas, WA

Other filings by this issuer (14)

Filed	Form	Offering	Sold
2026-07-22	D/A	—	—
2025-08-18	D/A	—	—
2025-01-10	D/A	—	—
2024-01-09	D/A	—	—
2023-01-03	D/A	—	—
2022-01-06	D/A	—	—
2021-01-08	D/A	—	—
2020-01-03	D/A	—	$6.8M
2018-12-17	D/A	—	$6.8M
2018-01-12	D/A	—	$6.8M
2016-01-12	D/A	—	$6.8M
2015-01-26	D	—	$6.8M
2014-01-28	D	—	$6.8M
2013-02-05	D	—	$6.8M

More