Form D · Other Investment Fund
Causeway International Opportunities Group Trust
Los Angeles, CA · CIK 0001433532
Offering snapshot reported Jul 10, 2025 · SEC filing
- Reported sold
- $214M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $20M Reported outside-investor minimum
- First sale
- Feb 29, 2008 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.
- Reported sold$294,545,322 → $214,137,273
- Reported investors4 → 2
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 10, 2025 | Amendment | $214,137,273 | -$80,408,049vs Feb 20, 2020 | 2 | SEC filing |
| Feb 20, 2020 | Amendment | $294,545,322 | $24,931,976vs Jul 9, 2018 | 4 | SEC filing |
| Jul 9, 2018 | Amendment | $269,613,346 | -$2,304,426vs Jul 11, 2017 | 4 | SEC filing |
| Jul 11, 2017 | Amendment | $271,917,772 | $112,108,322vs May 24, 2016 | 4 | SEC filing |
| May 24, 2016 | Amendment | $159,809,450 | $159,809,450vs Aug 11, 2009 | 4 | SEC filing |
| Mar 2, 2015 | Amendment | $168,971,633 | $168,971,633vs Aug 11, 2009 | 4 | SEC filing |
| Feb 25, 2014 | Amendment | $137,753,935 | $137,753,935vs Aug 11, 2009 | 2 | SEC filing |
| Feb 28, 2013 | Amendment | $88,634,371 | $88,634,371vs Aug 11, 2009 | 1 | SEC filing |
| Aug 11, 2009 | Amendment | $0 | No comparison | 0 | SEC filing |
| Apr 22, 2008 | Paper | Not reported | No comparison | Not reported | SEC 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
- 021-117515
Minimum investment amount may be waived.
Based on a percentage of net investment advisory fees paid by investors
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Paul O'Grady | None | Foreside Fund Services, LLC · CRD 46106 |
| Kevin Moutes | 2894747 | Foreside Fund Services, LLC · CRD 46106 |
| Jerry MacDonald | 4322290 | Foreside Fund Services, LLC · CRD 46106 |
Source: Form D, filed Jul 10, 2025. 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 |
|---|---|
| N/A Causeway Capital Management Llc | Promoter |
| Gracie V. Fermelia | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Los Angeles, CA, 90025