Form D · Other Investment Fund
Gabelli Healthcare & WellnessRx Trust
Rye, NY · CIK 0001391437
Offering snapshot reported Jan 24, 2024 · SEC filing
- Reported sold
- $25.3M Offering amount: $36.7M
- Investors reported
- 41 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 18, 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$21,000,000 → $25,305,000
- Reported investors36 → 41
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 24, 2024 | Amendment | $25,305,000 | $4,305,000vs Jan 24, 2023 | 41 | SEC filing |
| Jan 24, 2023 | Initial | $21,000,000 | No comparison | 36 | SEC filing |
| Oct 15, 2021 | Initial | $40,000,000 | No comparison | 41 | SEC filing |
| Dec 22, 2020 | Initial | $40,000,000 | No comparison | 26 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0
- Form D file number
- 021-471573
Source: Form D, filed Jan 24, 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 |
|---|---|
| Bruce N. Alpert | Executive |
| Calgary Avansino | Director |
| John C. Ball | Executive |
| James P. Conn | Director |
| Vincent D. Enright | Director |
| Leslie F. Foley | Director |
| Mario J. Gabelli | Director, Executive |
| Peter Goldstein | Executive |
| Jeffrey J. Jonas | Director |
| Robert C. Kolodny | Director |
| Agnes Mullady | Director |
| Kuni Nakamura | Director |
| David I. Schachter | Executive |
| Adam E. Tokar | Executive |
| Bethany A. Uhlein | Executive |
| Anthonie C. Van Ekris | Director |
| Richard J. Walz | Executive |
| Salvatore J. Zizza | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
One Corporate Center
Rye, NY, 10580-1422
Rye, NY, 10580-1422