Form D · Other Investment Fund

Allen Perpetual Care, LLC

Houston, TX · CIK 0001637694

Offering snapshot reported Mar 25, 2016 · SEC filing

Reported sold
$1.18B
Indefinite offering
Investors reported
539
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 23, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$591M$1.18BMar 30, 2015: $1,116,137,531.00Mar 30, 2015Mar 25, 2016: $1,181,263,065.00Mar 25, 2016

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$1,116,137,531 → $1,181,263,065
  • Reported investors514 → 539

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 25, 2016Amendment$1,181,263,065$65,125,534vs Mar 30, 2015539SEC filing
Mar 30, 2015Initial$1,116,137,531No comparison514SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-236851

Source: Form D, filed Mar 25, 2016. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ALLEN PERPETUAL CARE, L.L.C.

Investment adviser: TRUST ADVISORS, INC.

Gross asset value
$404M
Beneficial owners
1
ADV minimum commitment
$0

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS LLP HOUSTON, Texas, United States
Custodian REGIONS BANK BIRMINGHAM, Alabama, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

REGIONS BANK
LEI EQTWLK1G7ODGC2MGLV11

Filing source

Form ADV 2073042 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-4145574907

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Bokf, Na D/B/A Bank Of Oklahoma, Trustee Director
N/A Clear Point Federal Bank & Trust, Trustee Director
N/A Compass Bank, Trustee Director
Kristine Eppes Executive
N/A First United Bank & Trust, Trustee Director
N/A Investors Trust, Inc., Trustee Director
Wendy A. Mavrinac Executive
N/A Regions Bank, Trustee Director
N/A Sun Trust Bank, Trustee Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1929 Allen Parkway
Houston, TX, 77019