# Aeon U.S. SMID Cap Value Fund, LLC — Form D

Aeon U.S. SMID Cap Value Fund, LLC of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2022-11-15. $22.4M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2022-11-15
- Form: D
- Accession: 0001921293-22-000001
- Industry: Pooled Investment Fund
- Exemptions: 3C, 3C.7
- Amount sold: $22.4M
- Minimum investment: $5.0M
- Investors: 5
- Date of first sale: 2021-06-02
- Security types: fund interests
- SEC file number: 021-464856

## Issuer

- Name: Aeon U.S. SMID Cap Value Fund, LLC
- CIK: 0001921293
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2020
- Address: ONE VANDERBILT AVENUE, NEW YORK, NY, 10017
- Phone: 212-303-7200

## Officers, directors & promoters (5)

| Name | Role | Location |
| --- | --- | --- |
| William Priest | Executive Officer | New York, NY |
| N/A Epoch Investment Partners, Inc. | Executive Officer | New York, NY |
| N/A Epoch Investment Partners, Inc. | Promoter | New York, NY |
| Bruce Cooper | Executive Officer | New York, NY |
| Michael Welhoelter | Executive Officer | New York, NY |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2023-11-30](https://search.stillhousedata.com/formd/0001921293-23-000001) | D/A | — | $21.2M |

## More

- [CIK 1921293 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1921293&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001921293-22-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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