Form D · Other Investment Fund

AllianzGI Discovery U.S. Portfolio, a separate series of AllianzGI Institutional Multi-Series Trust

New York, NY · CIK 0001674059

Offering snapshot reported Jul 13, 2017 · SEC filing

Reported sold
$10M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 21, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5M$10MMay 11, 2016: $10,000,000.00May 11, 2016Jul 13, 2016: $10,000,000.00Jul 13, 2017: $10,000,000.00Jul 13, 2017

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 13, 2017Amendment$10,000,000$0vs Jul 13, 20161SEC filing
Jul 13, 2016Amendment$10,000,000$0vs May 11, 20161SEC filing
May 11, 2016Initial$10,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-262924

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC25567

Source: Form D, filed Jul 13, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Lawrence G. Altadonna Executive
Angela Borreggine Executive
Barbara R. Claussen Director
Richard J. Cochran Executive
Deborah A. Decotis Director
F. Ford Drummond Director
Orhan Dzemaili Executive
A. Douglas Eu Director
Thomas J. Fuccillo Executive
Bradford K. Gallagher Director
Thomas L. Harter Executive
James A. Jacobson Director
Hans W. Kertess Director
Paul Koo Executive
James S. Macleod Director
William B. Ogden, Iv Director
Alan Rappaport Director
Debra Rubano Executive
Davey S. Scoon Director
Scott Whisten Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1633 Broadway
New York, NY, 10019