Form D · Other Investment Fund
Brandes Investment Partners Trust
San Diego, CA · CIK 0001617006
Offering snapshot reported Aug 25, 2015 · SEC filing
- Reported sold
- $9.16M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 1, 2015 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 2
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 25, 2015 | Amendment | $9,162,657 | No comparison | 2 | SEC filing |
| Aug 28, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-223766
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Guggenheim Funds Distributors, LLC | 39805 | Guggenheim Funds Distributors, LLC · CRD 39805 |
Source: Form D, filed Aug 25, 2015. 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.
| Name | Reported role |
|---|---|
| Charles H Brandes | Executive |
| Steven H. Brown | Executive |
| Roger H. Hanson | Director |
| Christopher Le Beau | Director |
| James Michal | Executive |
| William Shaw | Director |
| Zachary Warren | Executive |
| Brent V Woods | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
11988 El Camino Real, Suite 600
San Diego, CA, 92130
San Diego, CA, 92130