Form D · Other Investment Fund

King River Investments Trust

Surry Hills, New South Wales, C3 · CIK 0001909957

Offering snapshot reported Mar 9, 2022 · SEC filing

Reported sold
$4.19M
Offering amount: $4.19M
Investors reported
10
Form D · investor count
Minimum accepted
$33K
Reported outside-investor minimum
First sale
Apr 5, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 9, 2022Initial$4,191,334No comparison10SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-436499

Source: Form D, filed Mar 9, 2022. 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

KING RIVER INVESTMENTS TRUST

Investment adviser: KING RIVER CAPITAL MANAGEMENT PTY LTD

Gross asset value
$48.1M
Beneficial owners
59
ADV minimum commitment
$750K

Reported in Form ADV on Sep 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG SYDNEY, Australia
Custodian WESTPAC BANKING CORPORATION SYDNEY, Australia Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 1435

WESTPAC BANKING CORPORATION
LEI EN5TNI6CI43VEPAMHL14

Filing source

Form ADV 2133141 · Sep 28, 2026 · Schedule D 7.B.(1), fund 805-4689668406

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
NameReported role
N/A King River Capital Holdings Pty Ltd Promoter
N/A King River Capital Management Pty Ltd Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Level 4, 78 Campbell Street
Surry Hills, New South Wales, C3, 2010