Form D · Other Investment Fund
FI Institutional Group Foreign Equity Fund
Plano, TX · CIK 0001531776
Offering snapshot reported Jul 22, 2026 · SEC filing
- Reported sold
- $0 Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Jan 3, 2006 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 22, 2026 | Amendment | $0 | $0vs Aug 18, 2025 | 2 | SEC filing |
| Aug 18, 2025 | Amendment | $0 | No comparison | Not reported | SEC filing |
| Sep 9, 2024 | Amendment | $0 | -$2,200,000vs Sep 8, 2023 | 2 | SEC filing |
| Sep 8, 2023 | Amendment | $2,200,000 | $2,200,000vs Sep 8, 2022 | 2 | SEC filing |
| Sep 8, 2022 | Amendment | $0 | $0vs Sep 9, 2021 | 3 | SEC filing |
| Sep 9, 2021 | Amendment | $0 | No comparison | Not reported | SEC filing |
| Sep 15, 2020 | Amendment | $28,031,672 | -$339,883,145vs Sep 24, 2019 | 3 | SEC filing |
| Sep 24, 2019 | Amendment | $367,914,817 | $70,526,763vs Sep 27, 2018 | 27 | SEC filing |
| Sep 27, 2018 | Amendment | $297,388,054 | $0vs Oct 2, 2017 | 27 | SEC filing |
| Oct 2, 2017 | Amendment | $297,388,054 | $3,500,000vs Oct 4, 2016 | 27 | SEC filing |
| Oct 4, 2016 | Initial | $293,888,054 | No comparison | 26 | SEC filing |
| Oct 7, 2015 | Amendment | $264,692,430 | $68,905,303vs Oct 9, 2012 | 26 | SEC filing |
| Oct 9, 2014 | Amendment | $259,329,563 | $63,542,436vs Oct 9, 2012 | 23 | SEC filing |
| Oct 15, 2013 | Amendment | $213,375,790 | $17,588,663vs Oct 9, 2012 | 23 | SEC filing |
| Oct 9, 2012 | Initial | $195,787,127 | No comparison | 23 | SEC filing |
| Oct 14, 2011 | Initial | $184,997,000 | No comparison | 12 | 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
- 021-271749
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None |
Source: Form D, filed Jul 22, 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 Fisher | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Plano, TX, 75093