Form D · Other Investment Fund

Capital Group US Equity Common Trust (US)

Irvine, CA · CIK 0001157576

Offering snapshot reported Apr 16, 2021 · SEC filing

Reported sold
$561M
Indefinite offering
Investors reported
37
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Nov 5, 1993
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$281M$561MApr 27, 2017: $541,927,447.00Apr 27, 2017Apr 23, 2019: $57,606,360.00Apr 23, 2019Jul 29, 2019: $552,384,342.00Apr 17, 2020: $554,034,342.00Apr 17, 2020Apr 16, 2021: $561,094,242.00Apr 16, 2021

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$554,034,342 → $561,094,242

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 16, 2021Amendment$561,094,242$7,059,900vs Apr 17, 202037SEC filing
Apr 17, 2020Amendment$554,034,342$1,650,000vs Jul 29, 201937SEC filing
Jul 29, 2019Amendment$552,384,342$494,777,982vs Apr 23, 201937SEC filing
Apr 23, 2019Amendment$57,606,360-$484,321,087vs Apr 27, 20173SEC filing
Apr 27, 2017Initial$541,927,447No comparison37SEC filing
Apr 27, 2016Amendment$541,827,447$1vs Apr 29, 201537SEC filing
Apr 29, 2015Amendment$541,827,446$879,998vs Apr 29, 201437SEC filing
Apr 29, 2014Amendment$540,947,448$0vs Feb 11, 201437SEC filing
Feb 11, 2014Amendment$540,947,448$1vs Feb 4, 201337SEC filing
Feb 4, 2013Amendment$540,947,447$4,750,001vs Feb 8, 201237SEC filing
Feb 8, 2012Amendment$536,197,446$0vs Feb 15, 201137SEC filing
Feb 15, 2011Amendment$536,197,446$82,532vs Mar 11, 201037SEC filing
Mar 11, 2010Initial$536,114,914No comparison37SEC filing
Mar 16, 2009Initial$501,323,700No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-285567

Source: Form D, filed Apr 16, 2021. 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

CAPITAL GROUP US EQUITY COMMON TRUST (US)

Investment adviser: CAPITAL INTERNATIONAL, INC.

Gross asset value
$32.1M
Beneficial owners
2
ADV minimum commitment
$5M

Reported in Form ADV on Aug 27, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JPMORGAN CHASE BANK, N.A BOSTON, Massachusetts, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States
Custodian JPMORGAN CHASE BANK, N.A NEW YORK, New York, United States Related to adviser: No
Marketer AMERICAN FUNDS DISTRIBUTORS, INC. LOS ANGELES, California, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, N.A
LEI 7H6GLXDRUGQFU57RNE97

AMERICAN FUNDS DISTRIBUTORS, INC.
CRD 6247 · SEC 801-77946

Filing source

Form ADV 1562342 · Aug 27, 2021 · Schedule D 7.B.(1), fund 805-1754913991

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
See Clarification See Clarification Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6455 Irvine Center Drive
Irvine, CA, 92618