Form D · Other Investment Fund

LARGE CAP VALUE TRUST

New York, NY · CIK 0001374293

Offering snapshot reported Feb 23, 2011 · SEC filing

Reported sold
$9.15M
Indefinite offering
Investors reported
6
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jun 1, 1995
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.57M$9.15MMar 13, 2009: $9,149,677.00Mar 13, 2009Feb 26, 2010: $9,149,677.00Feb 26, 2010Feb 23, 2011: $9,149,677.00Feb 23, 2011

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 23, 2011Amendment$9,149,677$0vs Feb 26, 20106SEC filing
Feb 26, 2010Amendment$9,149,677$0vs Mar 13, 20096SEC filing
Mar 13, 2009Initial$9,149,677No comparisonNot reportedSEC filing
Aug 25, 2006PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-94272

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Allianz Global Investors Distributors LLC25567

Source: Form D, filed Feb 23, 2011. 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
Barbara Claussen Executive
Taegan Goddard Executive
John C. Maney Executive
Geoffrey Mullen Executive
Mary Ann Schreiber Executive
Horacio Valeiras Executive
Marna Whittington Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1345 Ave Of The Americas 50 Th Fl
New York, NY, 10105