Form D · Other Investment Fund
IR&M Tax-Efficient Crossover Bond Fund LLC
Boston, MA · CIK 0001557323
Offering snapshot reported Feb 13, 2026 · SEC filing
- Reported sold
- $1.02B Indefinite offering
- Investors reported
- 271 Form D · investor count
- Minimum accepted
- $2M Reported outside-investor minimum
- First sale
- Sep 4, 2012 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$980,027,704 → $1,016,938,768
- Reported investors261 → 271
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 13, 2026 | Amendment | $1,016,938,768 | $36,911,064vs Feb 14, 2025 | 271 | SEC filing |
| Feb 14, 2025 | Amendment | $980,027,704 | $69,296,890vs Feb 16, 2024 | 261 | SEC filing |
| Feb 16, 2024 | Amendment | $910,730,814 | $60,954,351vs Feb 17, 2023 | 256 | SEC filing |
| Feb 17, 2023 | Amendment | $849,776,463 | $55,955,224vs Feb 18, 2022 | 237 | SEC filing |
| Feb 18, 2022 | Amendment | $793,821,239 | $56,672,517vs Feb 19, 2021 | 223 | SEC filing |
| Feb 19, 2021 | Amendment | $737,148,722 | $67,948,612vs Feb 21, 2020 | 206 | SEC filing |
| Feb 21, 2020 | Amendment | $669,200,110 | $173,803,380vs Feb 22, 2019 | 186 | SEC filing |
| Feb 22, 2019 | Amendment | $495,396,730 | $88,658,725vs Feb 23, 2018 | 153 | SEC filing |
| Feb 23, 2018 | Amendment | $406,738,005 | $50,031,867vs Feb 24, 2017 | 133 | SEC filing |
| Feb 24, 2017 | Amendment | $356,706,138 | $60,867,936vs Feb 26, 2016 | 116 | SEC filing |
| Feb 26, 2016 | Amendment | $295,838,202 | $84,788,916vs Feb 27, 2015 | 87 | SEC filing |
| Feb 27, 2015 | Amendment | $211,049,286 | $137,753,024vs Feb 27, 2014 | 74 | SEC filing |
| Feb 27, 2014 | Amendment | $73,296,262 | $31,839,868vs Feb 27, 2013 | 20 | SEC filing |
| Feb 27, 2013 | Amendment | $41,456,394 | $14,534,394vs Sep 4, 2012 | 13 | SEC filing |
| Sep 4, 2012 | Initial | $26,922,000 | No comparison | 10 | 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
- 021-183584
Total amount sold as of December 31, 2025.
Source: Form D, filed Feb 13, 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
IR&M TAX-EFFICIENT CROSSOVER BOND FUND LLC
Investment adviser: INCOME RESEARCH + MANAGEMENT
- Gross asset value
- $353M
- Beneficial owners
- 90
- ADV minimum commitment
- $2M
Reported in Form ADV on Aug 24, 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
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
BANK OF NEW YORK MELLON, N.A.
LEI HPFHU0OQ28E4N0NFVK49
Filing source
Form ADV 2127695 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-1437448794
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 |
|---|---|
| N/A Income Research & Management | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02110