Form D · Other Investment Fund

Fuller Endowment Fund, Ltd.

Pasadena, CA · CIK 0001723192

Offering snapshot reported Oct 12, 2022 · SEC filing

Reported sold
$8.72M
Indefinite offering
Investors reported
3
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Nov 1, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.36M$8.72MNov 20, 2017: $4,100,000.00Nov 20, 2017Oct 24, 2018: $4,500,000.00Oct 24, 2018Oct 30, 2019: $8,600,000.00Oct 30, 2019Nov 5, 2020: $8,600,000.00Nov 5, 2020Oct 29, 2021: $8,600,000.00Oct 29, 2021Oct 12, 2022: $8,720,000.00Oct 12, 2022

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$8,600,000 → $8,720,000
  • Reported investors2 → 3

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 12, 2022Amendment$8,720,000$120,000vs Oct 29, 20213SEC filing
Oct 29, 2021Amendment$8,600,000$0vs Oct 30, 20192SEC filing
Nov 5, 2020Amendment$8,600,000$0vs Oct 30, 20192SEC filing
Oct 30, 2019Amendment$8,600,000$4,500,000vs Nov 20, 20172SEC filing
Oct 24, 2018Amendment$4,500,000$400,000vs Nov 20, 20171SEC filing
Nov 20, 2017Initial$4,100,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C, 3C.10
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-299151
N/A

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
N/ANone

Source: Form D, filed Oct 12, 2022. 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
Daniel L Cooper Director, Executive
Evan Pan Director, Executive
Brian Rietze Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
135 N. Oakland Ave.
Pasadena, CA, 91182