Term Funds Investment Series LLC - Term Fund 2029 — Form D
Term Funds Investment Series LLC - Term Fund 2029 of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2025-01-16. $158.4M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-01-16
- Form: D
- Accession: 0002051049-25-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $158.4M
- Minimum investment: $5.0M
- Investors: 43
- Date of first sale: 2025-01-02
- Security types: fund interests
- SEC file number: 021-535503
Issuer
- Name: Term Funds Investment Series LLC - Term Fund 2029
- CIK: 0002051049
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2024
- Address: 200 WEST STREET, NEW YORK, NY, 10282-2198
- Phone: (212) 902-1000
Officers, directors & promoters (11)
| Name | Role | Location |
|---|
| Lauren Boone | Executive Officer | New York, NY |
| Lindsey Edwards | Executive Officer | New York, NY |
| Erik Karpinski | Executive Officer | New York, NY |
| Chris Lyon | Executive Officer | New York, NY |
| Stacey Mullaney | Executive Officer | New York, NY |
| Huw Roberts | Executive Officer | New York, NY |
| Michael Twohig | Executive Officer | New York, NY |
| James Waters | Executive Officer | New York, NY |
| Michael Woda | Executive Officer | New York, NY |
| n/a Goldman Sachs Trust Company, N.A. | Promoter | New York, NY |
| Paul Antonaccio | Executive Officer | New York, NY |
Other filings by this issuer (1)
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