Form D · Other Investment Fund
Capital Guardian U.S. Value Equity Fund for Tax-Exempt Trusts
Los Angeles, CA · CIK 0001457819
Offering snapshot reported Feb 8, 2012 · SEC filing
- Reported sold
- $12.1M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $15M Reported outside-investor minimum
- First sale
- Jun 16, 2000 As reported in this filing
Fundraising history
Reported soldDates 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 8, 2012 | Amendment | $12,067,874 | $0vs Feb 15, 2011 | 2 | SEC filing |
| Feb 15, 2011 | Amendment | $12,067,874 | $0vs Mar 10, 2010 | 2 | SEC filing |
| Mar 10, 2010 | Initial | $12,067,874 | No comparison | 2 | SEC filing |
| Mar 16, 2009 | Initial | $12,067,874 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-127986
Source: Form D, filed Feb 8, 2012. 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 |
|---|---|
| See Clarification See Clarification | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Los Angeles, CA, 90071