Form D · Other Investment Fund

Arrowstreet Investment Trust - Arrowstreet United States Equity Trust Fund

Boston, MA · CIK 0002067922

Offering snapshot reported Apr 30, 2026 · SEC filing

Reported sold: $199M
Investors reported: 4
Minimum accepted: $100K
First sale: May 15, 2025

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 4

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 30, 2026	Amendment	$199,462,636	No comparison	4	SEC filing
May 13, 2025	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-545952

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
None	None

Source: Form D, filed Apr 30, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

ARROWSTREET INVESTMENT TRUST - ARROWSTREET UNITED STATES EQUITY TRUST FUND

Investment adviser: ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

Gross asset value: $225M
Beneficial owners: 4
ADV minimum commitment: $100K

Reported in Form ADV on Apr 22, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States Other funds reporting this name →

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Fund asset history · 1 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2025	$224,589,762	4	Mar 30, 2026

Filing source

Form ADV 2097281 · Apr 22, 2026 · Schedule D 7.B.(1), fund 805-4191994785

Reported by ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (CRD 111298).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Name	Reported role
Limited Partnership Arrowstreet Capital	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

200 Clarendon Street, 30 Th Floor
Boston, MA, 02116