# Term Funds Investment Series LLC - Term Fund 2028 — Form D

Term Funds Investment Series LLC - Term Fund 2028 of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-02-20. $182.2M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2024-02-20
- Form: D
- Accession: 0002012480-24-000004
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $182.2M
- Minimum investment: $5.0M
- Investors: 40
- Date of first sale: 2024-01-02
- Security types: fund interests
- SEC file number: 021-505622

## Issuer

- Name: Term Funds Investment Series LLC - Term Fund 2028
- CIK: 0002009002
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2023
- Address: 200 WEST STREET, NEW YORK, NY, 10282-2198
- Phone: (212) 902-1000

## Officers, directors & promoters (13)

| Name | Role | Location |
| --- | --- | --- |
| Theodore Enders | Executive Officer | New York, NY |
| Jim Waters | Executive Officer | New York, NY |
| Michael Woda | Executive Officer | New York, NY |
| Lindsey Edwards | Executive Officer | New York, NY |
| Michael Twohig | Executive Officer | New York, NY |
| Erik Karpinski | Executive Officer | New York, NY |
| Huw Roberts | Executive Officer | New York, NY |
| n/a Goldman Sachs Trust Company, N.A. | Promoter | New York, NY |
| James Waters | Executive Officer | New York, NY |
| Lauren Boone | Executive Officer | New York, NY |
| Stacey Mullaney | Executive Officer | New York, NY |
| Chris Lyon | Executive Officer | New York, NY |
| Paul Antonaccio | Executive Officer | New York, NY |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-03-03](https://search.stillhousedata.com/formd/0002009002-26-000001) | D/A | — | $182.2M |
| [2025-02-07](https://search.stillhousedata.com/formd/0002051049-25-000006) | D/A | — | $182.2M |

## More

- [CIK 2009002 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2009002&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002012480-24-000004.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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