U.S. Large Cap 130/30 Fund files amendment after raising $2.17B since 2005
Sold rose to $NaN (+$73.8M, +3 investors) in 357 days since the previous filing.
Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2024-10-17 | D/A | $1.64B | 37 | |
| 2025-10-17 | D/A | $2.1B | 46 | +$457M |
| 2026-10-09 | D/A | $2.17B | 49 | +$73.8M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Earlier and related filings by the same issuer and sponsor. All U S Large vehicles →
Sold rose to $NaN (+$73.8M, +3 investors) in 357 days since the previous filing.
Sold rose to $NaN (+$457M, +9 investors) in 365 days since the previous filing.
| Karen Coyle | Executive Officer |
| Robert Meschi | Director |
| Steven Lee | Executive Officer |
| Christine Fletcher | Director |
| Susan Bao | Executive Officer |
| Leon Rhule | Director |
| Warren Keens | Director |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Aleksandr Fleytekh, Authorized Signatory.
Placement agents / sales compensation: J.P. Morgan Institutional Investments Inc.
Relevant to: Fund audit & tax, Fund administrator.
The issuer's phone number and address from the filing are shown to subscribers. See plans.