Form D · Other Investment Fund

Jennison Christian SRI Small/Mid Cap Core Equity Fund of the Prudential Trust Co Institutional Business Trust

Scranton, PA · CIK 0001935409

Offering snapshot reported Jun 26, 2026 · SEC filing

Reported sold: $35.2M
Investors reported: 5
Minimum accepted: $0
First sale: Jun 22, 2022

Fundraising history

Reported sold

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$23,680,992 → $35,155,992
Reported investors2 → 5

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 26, 2026	Amendment	$35,155,992	$11,475,000vs Jul 1, 2025	5	SEC filing
Jul 1, 2025	Amendment	$23,680,992	$0vs Jul 2, 2024	2	SEC filing
Jul 2, 2024	Amendment	$23,680,992	$0vs Jul 7, 2023	2	SEC filing
Jul 7, 2023	Amendment	$23,680,992	$19,444,992vs Jul 7, 2022	2	SEC filing
Jul 7, 2022	Initial	$4,236,000	No comparison	1	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-451476

The Issuer does not bear the expense of any commissions or fees with respect to the services of Prudential Investment Management Services LLC.

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
Prudential Investment Management Services LLC	18353

Source: Form D, filed Jun 26, 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

JENNISON CHRISTIAN SRI SMALL/MID CAP CORE EQUITY FUND OF THE PRUDENTIAL TRUST COMPANY INSTITUTIONAL BUSINESS TRUST

Investment adviser: JENNISON ASSOCIATES LLC

Gross asset value: $39.3M
Beneficial owners: 5
ADV minimum commitment: $5M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PGIM, INC. NEWARK, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States

Custodian STATE STREET BANK AND TRUST COMPANY KANSAS CITY, Missouri, United States Related to adviser: No

Marketer PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC NEW YORK, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
CRD 18353 · SEC 8-36540

Filing source

Form ADV 2037661 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-3860577467

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.

People and organizations reported in Form D filings
Name	Reported role
Investment Advisor Jennison Associates Llc	Promoter
Trustee Prudential Trust Company	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

30 Scranton Office Park
Scranton, PA, 18507