Form D · Other Investment Fund

EIP GROWTH & INCOME FUND, A SERIES OF EIP INVESTMENT TRUST

Westport, CT · CIK 0001375169

Offering snapshot reported Feb 24, 2016 · SEC filing

Reported sold
$150M
Indefinite offering
Investors reported
35
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Aug 22, 2006
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$74.8M$150MMar 12, 2010: $141,621,302.00Mar 12, 2010Mar 4, 2011: $143,871,302.00Feb 28, 2012: $143,920,577.00Feb 28, 2013: $148,801,577.00Feb 26, 2014: $148,867,577.00Feb 24, 2015: $149,144,577.00Feb 24, 2016: $149,628,573.00Feb 24, 2016

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$149,144,577 → $149,628,573
  • Reported investors34 → 35

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 24, 2016Amendment$149,628,573$483,996vs Feb 24, 201535SEC filing
Feb 24, 2015Amendment$149,144,577$277,000vs Feb 26, 201434SEC filing
Feb 26, 2014Amendment$148,867,577$66,000vs Feb 28, 201334SEC filing
Feb 28, 2013Amendment$148,801,577$4,881,000vs Feb 28, 201234SEC filing
Feb 28, 2012Amendment$143,920,577$49,275vs Mar 4, 201134SEC filing
Mar 4, 2011Amendment$143,871,302$2,250,000vs Mar 12, 201033SEC filing
Mar 12, 2010Amendment$141,621,302No comparison32SEC filing
Sep 7, 2006PaperNot reportedNo comparisonNot reportedSEC 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
021-94586

Source: Form D, filed Feb 24, 2016. 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
Salvatore Faia Director
Nandita Hogan Executive
Lisa Iantorno Executive
Linda Longville Executive
James J. Murchie Director, Executive
Eva Pao Executive
Arnold Reichman Director
Jennifer Rogers Executive
Kenneth I. Rosenblum Executive
Charlotta Vonwettberg Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
49 Riverside Ave
Westport, CT, 06880