Form D · Other Investment Fund

IR&M Tax-Efficient Crossover California Bond Fund LLC

Boston, MA · CIK 0001830127

Offering snapshot reported Feb 13, 2026 · SEC filing

Reported sold
$215M
Indefinite offering
Investors reported
99
Form D · investor count
Minimum accepted
$2M
Reported outside-investor minimum
First sale
Oct 20, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$107M$215MOct 29, 2020: $66,000,000.00Oct 29, 2020Feb 19, 2021: $71,307,206.00Feb 18, 2022: $133,898,165.00Feb 17, 2023: $155,307,862.00Feb 16, 2024: $175,466,300.00Feb 14, 2025: $193,257,033.00Feb 13, 2026: $214,724,560.00Feb 13, 2026

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$193,257,033 → $214,724,560
  • Reported investors93 → 99

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 13, 2026Amendment$214,724,560$21,467,527vs Feb 14, 202599SEC filing
Feb 14, 2025Amendment$193,257,033$17,790,733vs Feb 16, 202493SEC filing
Feb 16, 2024Amendment$175,466,300$20,158,438vs Feb 17, 202389SEC filing
Feb 17, 2023Amendment$155,307,862$21,409,697vs Feb 18, 202275SEC filing
Feb 18, 2022Amendment$133,898,165$62,590,959vs Feb 19, 202165SEC filing
Feb 19, 2021Amendment$71,307,206$5,307,206vs Oct 29, 202036SEC filing
Oct 29, 2020Initial$66,000,000No comparison34SEC 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
021-379168
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

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
N/A Income Research & Management Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
115 Federal Street 22 Nd Floor
Boston, MA, 02110