Form D · Investing

NHIT: SRI Core Plus Fixed Income Trust

Boston, MA · CIK 0001633704

Offering snapshot reported Jul 27, 2026 · SEC filing

Reported sold
$852M
Indefinite offering
Investors reported
30
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Jan 29, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$426M$852MFeb 12, 2015: $166,631,263.00Feb 12, 2015Mar 11, 2015: $181,622,640.00Jul 7, 2015: $226,832,493.00Sep 1, 2015: $235,355,152.00Sep 14, 2016: $235,563,662.00Dec 28, 2023: $421,519,350.00Apr 5, 2024: $491,388,936.00Jul 2, 2024: $507,572,622.00Dec 23, 2024: $574,272,622.00Jan 21, 2025: $610,911,161.00Apr 7, 2025: $727,484,841.00Feb 17, 2026: $768,242,982.00Apr 3, 2026: $825,077,982.00Jul 27, 2026: $852,017,982.00Jul 27, 2026

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$825,077,982 → $852,017,982

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 27, 2026Amendment$852,017,982$26,940,000vs Apr 3, 202630SEC filing
Apr 3, 2026Amendment$825,077,982$56,835,000vs Feb 17, 202630SEC filing
Feb 17, 2026Amendment$768,242,982$40,758,141vs Apr 7, 202529SEC filing
Apr 7, 2025Amendment$727,484,841$116,573,680vs Jan 21, 202528SEC filing
Jan 21, 2025Amendment$610,911,161$36,638,539vs Dec 23, 202424SEC filing
Dec 23, 2024Amendment$574,272,622$66,700,000vs Jul 2, 202421SEC filing
Jul 2, 2024Amendment$507,572,622$16,183,686vs Apr 5, 202417SEC filing
Apr 5, 2024Amendment$491,388,936$69,869,586vs Dec 28, 202315SEC filing
Dec 28, 2023Amendment$421,519,350$185,955,688vs Sep 14, 201613SEC filing
Sep 14, 2016Amendment$235,563,662$208,510vs Sep 1, 20159SEC filing
Sep 1, 2015Amendment$235,355,152$8,522,659vs Jul 7, 20159SEC filing
Jul 7, 2015Amendment$226,832,493$45,209,853vs Mar 11, 20158SEC filing
Mar 11, 2015Amendment$181,622,640$14,991,377vs Feb 12, 20155SEC filing
Feb 12, 2015Initial$166,631,263No comparison4SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-233966
Units of Participation

Source: Form D, filed Jul 27, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

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 Loomis Sayles Trust Company, Llc Executive

Issuer details

Industry: Investing (See others in industry)

Address:
One Financial Center
Boston, MA, 02111
Phone: 800-343-2029