Form D · Other Investment Fund
FI Institutional Group All Foreign Equity Fund
Plano, TX · CIK 0001651700
Offering snapshot reported Jul 21, 2026 · SEC filing
- Reported sold
- $0 Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Sep 1, 2015 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 |
|---|---|---|---|---|---|
| Jul 21, 2026 | Amendment | $0 | $0vs Aug 18, 2025 | 0 | SEC filing |
| Aug 18, 2025 | Amendment | $0 | No comparison | Not reported | SEC filing |
| Aug 15, 2025 | Amendment | $0 | No comparison | Not reported | SEC filing |
| Mar 24, 2025 | Amendment | $0 | -$15,000,010vs Mar 26, 2024 | 0 | SEC filing |
| Mar 26, 2024 | Amendment | $15,000,010 | $15,000,010vs Jul 6, 2023 | 0 | SEC filing |
| Jul 6, 2023 | Amendment | $0 | $0vs Jul 8, 2022 | 0 | SEC filing |
| Jul 8, 2022 | Amendment | $0 | $0vs Jul 8, 2021 | 0 | SEC filing |
| Jul 8, 2021 | Amendment | $0 | No comparison | Not reported | SEC filing |
| Jul 22, 2020 | Amendment | $0 | -$12,613,052vs Jul 26, 2019 | 0 | SEC filing |
| Jul 26, 2019 | Amendment | $12,613,052 | $13,052vs Jul 24, 2018 | 1 | SEC filing |
| Jul 24, 2018 | Amendment | $12,600,000 | -$6,181,982vs Aug 14, 2017 | 1 | SEC filing |
| Aug 14, 2017 | Amendment | $18,781,982 | $6,181,982vs Aug 23, 2016 | 1 | SEC filing |
| Aug 23, 2016 | Amendment | $12,600,000 | $0vs Sep 2, 2015 | 1 | SEC filing |
| Sep 2, 2015 | Initial | $12,600,000 | No comparison | 1 | 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
- 021-246910
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| none | None |
Source: Form D, filed Jul 21, 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.
| Name | Reported role |
|---|---|
| Kenneth L Fisher | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Plano, TX, 75093