Form D · Other Investment Fund

Barrow, Hanley, Mewhinney & Strauss Bank Loan Fund

Dallas, TX · CIK 0001747948

Offering snapshot reported Apr 1, 2022 · SEC filing

Reported sold
$95M
Indefinite offering
Investors reported
7
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 22, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$47.5M$95MAug 2, 2018: $25,000,000.00Aug 2, 2018Aug 5, 2020: $65,000,000.00Aug 5, 2020Apr 1, 2022: $94,967,799.00Apr 1, 2022

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$25,000,000 → $94,967,799
  • Reported investors1 → 7

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 1, 2022Amendment$94,967,799$69,967,799vs Aug 2, 20187SEC filing
Aug 5, 2020Amendment$65,000,000$40,000,000vs Aug 2, 20184SEC filing
Aug 2, 2018Initial$25,000,000No comparison1SEC 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
021-318327

Source: Form D, filed Apr 1, 2022. 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
N/A Barrow Hanley Investment Funds Llc Director
N/A Barrow, Hanley, Mewhinney & Strauss, Llc Director
Stephen H. Belgrad Director, Executive
Cory Martin Director, Executive
Thomas M. Mc Lain Director
Suren S. Rana Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2200 Ross Avenue 31st Floor
Dallas, TX, 75201