Term Funds Investment Series LLC - Term Fund 2027 — Form D
Term Funds Investment Series LLC - Term Fund 2027 of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-02-20. $193.9M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2024-02-20
- Form: D
- Accession: 0002012480-24-000005
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $193.9M
- Minimum investment: $5.0M
- Investors: 40
- Date of first sale: 2023-01-03
- Security types: fund interests
- SEC file number: 021-505635
Issuer
- Name: Term Funds Investment Series LLC - Term Fund 2027
- CIK: 0002008701
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2022
- 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)
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