Form D · Other Investment Fund
Fort Washington Core Plus Fixed Income (ERISA) LLC
Cincinnati, OH · CIK 0002015777
Offering snapshot reported Aug 24, 2026 · SEC filing
- Reported sold
- $149M Indefinite offering
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Aug 19, 2024 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$128,491,833 → $148,888,495
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 24, 2026 | Amendment | $148,888,495 | $20,396,662vs Aug 26, 2025 | 3 | SEC filing |
| Aug 26, 2025 | Amendment | $128,491,833 | No comparison | Not reported | SEC filing |
| Aug 28, 2024 | Amendment | $143,000,000 | No comparison | 2 | SEC filing |
| Apr 8, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-509881
Item 13(b) represents the assets of the Issuer as of 6/30/2026.
Issuer does not bear the expense of any commissions or fees with respect to the services of its Managing Member's affiliated placement agent.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Barry Douglas Pavlo | 5119649 | Touchstone Securities, LLC · CRD 1526 |
| Touchstone Securities, LLC | 1526 | Touchstone Securities, LLC · CRD 1526 |
| Jeff Pettiford | 3225642 | Touchstone Securities, LLC · CRD 1526 |
| Mort Fearey | 2836933 | Touchstone Securities, LLC · CRD 1526 |
| Krista Rivers | 2517449 | Touchstone Securities, LLC · CRD 1526 |
| Evan Lyons | 4412113 | Touchstone Securities, LLC · CRD 1526 |
| Erik Schonberg | 1689620 | Touchstone Securities, LLC · CRD 1526 |
Source: Form D, filed Aug 24, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
FORT WASHINGTON CORE PLUS FIXED INCOME (ERISA) LLC
Investment adviser: FORT WASHINGTON INVESTMENT ADVISORS INC
- Gross asset value
- $137M
- Beneficial owners
- 2
- ADV minimum commitment
- $1M
Reported in Form ADV on Jun 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
Filing source
Form ADV 2113237 · Jun 23, 2026 · Schedule D 7.B.(1), fund 805-3678842421
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 |
|---|---|
| Maribeth S. Rahe | Executive |
| Brendan White | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Cincinnati, OH, 45202