Form D · Other Investment Fund

LEEWARD INVESTMENT TRUST

Rocky Mount, NC · CIK 0001508033

Offering snapshot reported Jun 21, 2018 · SEC filing

Reported sold
$0
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Nov 16, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$0.5$1Apr 4, 2017: $0.00Apr 4, 2017Jun 20, 2018: $0.00Jun 21, 2018: $0.00Jun 21, 2018

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

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 21, 2018Amendment$0$0vs Apr 4, 20170SEC filing
Jun 21, 2018Amendment$119,500,010$32,500,000vs Apr 4, 20171SEC filing
Jun 20, 2018Amendment$0$0vs Apr 4, 20170SEC filing
Jun 20, 2018Amendment$119,500,010$32,500,000vs Apr 4, 20171SEC filing
Apr 4, 2017Initial$0No comparison0SEC filing
Apr 4, 2017Initial$87,000,010No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-283989
Leeward Investment Trust, Ultra Short Government Fund

Source: Form D, filed Jun 21, 2018. 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 Chandler Asset Management Promoter
N/A Chandler Asset Management Inc. Promoter
N/A Western Asset Management Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
116 South Franklin Street
Rocky Mount, NC, 27802-0069