Form D · Other Investment Fund

Efficient Funds, SPC - Efficient Pure Trend Segregated Portfolio

George Town, Grand Cayman, E9 · CIK 0002040565

Offering snapshot reported Oct 9, 2026 · SEC filing

Reported sold
$11.4M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Sep 5, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.68M$11.4MOct 10, 2024: $3,900,000.00Oct 10, 2024Oct 10, 2025: $4,940,000.00Oct 10, 2025Oct 9, 2026: $11,350,000.00Oct 9, 2026

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$4,940,000 → $11,350,000
  • Reported investors4 → 5

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 9, 2026Amendment$11,350,000$6,410,000vs Oct 10, 20255SEC filing
Oct 10, 2025Amendment$4,940,000$1,040,000vs Oct 10, 20244SEC filing
Oct 10, 2024Initial$3,900,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-526452

Source: Form D, filed Oct 9, 2026. 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
Vanessa Barnett Director
Curtis W. Bradshaw Director
N/A Efficient Capital Management, Llc Executive
Vanessa Gilman Director
Ernest Jaffarian Executive
Geoff Ruddick Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Waystone, Suite No. 5 B201, 2 Nd Floor One Nexus Way, Camana Bay, P.O. Box 1344
George Town, Grand Cayman, E9, KY1-1108