Form D · Other Investment Fund
Kiltearn Global Equity SRI Fund
Pittsburgh, PA · CIK 0001584276
Offering snapshot reported May 18, 2026 · SEC filing
- Reported sold
- $723M Indefinite offering
- Investors reported
- 45 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 21, 2013 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$657,005,817 → $722,601,342
- Reported investors38 → 45
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 18, 2026 | Amendment | $722,601,342 | $65,595,525vs Aug 20, 2018 | 45 | SEC filing |
| May 19, 2025 | Amendment | $722,601,342 | $65,595,525vs Aug 20, 2018 | 45 | SEC filing |
| May 20, 2024 | Amendment | $722,601,342 | $65,595,525vs Aug 20, 2018 | 45 | SEC filing |
| May 19, 2023 | Amendment | $722,601,342 | $65,595,525vs Aug 20, 2018 | 45 | SEC filing |
| May 20, 2022 | Amendment | $722,601,342 | $65,595,525vs Aug 20, 2018 | 45 | SEC filing |
| May 21, 2021 | Amendment | $717,601,342 | No comparison | Not reported | SEC filing |
| May 22, 2020 | Amendment | $678,648,885 | $21,643,068vs Aug 20, 2018 | 40 | SEC filing |
| May 22, 2019 | Amendment | $676,623,885 | $19,618,068vs Aug 20, 2018 | 40 | SEC filing |
| Aug 20, 2018 | Amendment | $657,005,817 | $96,650,850vs Aug 18, 2017 | 38 | SEC filing |
| Aug 18, 2017 | Amendment | $560,354,967 | $91,828,691vs Aug 18, 2016 | 33 | SEC filing |
| Aug 18, 2016 | Amendment | $468,526,276 | $51,003,283vs Aug 18, 2015 | 27 | SEC filing |
| Aug 18, 2015 | Amendment | $417,522,993 | $191,155,536vs Aug 18, 2014 | 22 | SEC filing |
| Aug 18, 2014 | Amendment | $226,367,457 | No comparison | 14 | SEC filing |
| Aug 20, 2013 | Initial | Yet to sell | No comparison | 0 | 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
- 021-201585
Source: Form D, filed May 18, 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
KILTEARN GLOBAL EQUITY SRI FUND
Investment adviser: KILTEARN PARTNERS LLP
- Gross asset value
- $44.2M
- Beneficial owners
- 4
- ADV minimum commitment
- $10M
Reported in Form ADV on Aug 19, 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
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
Filing source
Form ADV 2126529 · Aug 19, 2026 · Schedule D 7.B.(1), fund 805-1328347092
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 |
|---|---|
| Edward Gerard Clarke | Executive |
| Craig Mc Coll Collins | Executive |
| Stuart Gunderson | Executive |
| Douglas Mc Arthur | Executive |
| Robert Russell Mc Ginty | Executive |
| Khaled Mohamed | Executive |
| Murdoch Ross Murchison | Executive |
| Craig Robert Watson | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Pittsburgh, PA, 15228