Form D · Other Investment Fund
FundVantage Trust
Wilmington, DE · CIK 0001388485
Offering snapshot reported Oct 7, 2024 · SEC filing
- Reported sold
- $6M Indefinite offering
- Investors reported
- 6 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Sep 29, 2023 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$5,000,000 → $6,000,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 7, 2024 | Amendment | $6,000,000 | $1,000,000vs Oct 10, 2023 | 6 | SEC filing |
| Oct 10, 2023 | Initial | $5,000,000 | No comparison | 6 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-494154
Interests of the Polen Growth & Income Fund, a series of FundVantage Trust
Source: Form D, filed Oct 7, 2024. 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 |
|---|---|
| Christine S. Catanzaro | Executive |
| Robert J. Christian | Director |
| Iqbal Mansur | Director |
| Nicholas M. Marsini | Director |
| Joel L. Weiss | Executive |
| Nancy B. Wolcott | Director |
| Stephen M. Wynne | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
103 Bellevue Parkway
Wilmington, DE, 19809
Wilmington, DE, 19809