Form D · Other Investment Fund

Sustainable Fixed Income, LLC

Woburn, MA · CIK 0001914700

Offering snapshot reported Jul 17, 2025 · SEC filing

Reported sold
$20.9M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$2M
Reported outside-investor minimum
First sale
Dec 15, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.5M$23MMar 24, 2022: $23,000,000.00Mar 24, 2022Mar 22, 2023: $23,000,000.00Mar 22, 2023Mar 22, 2024: $20,757,556.00Mar 22, 2024Jul 17, 2025: $20,851,013.00Jul 17, 2025

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$20,757,556 → $20,851,013

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 17, 2025Amendment$20,851,013$93,457vs Mar 22, 20241SEC filing
Mar 22, 2024Amendment$20,757,556-$2,242,444vs Mar 22, 20231SEC filing
Mar 22, 2023Amendment$23,000,000$0vs Mar 24, 20221SEC filing
Mar 24, 2022Initial$23,000,000No comparison1SEC 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
021-438832

Source: Form D, filed Jul 17, 2025. 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

SUSTAINABLE FIXED INCOME, LLC

Investment adviser: LOOP CAPITAL ASSET MANAGEMENT - TCH LLC

Gross asset value
$20.8M
Beneficial owners
1
ADV minimum commitment
$2M

Reported in Form ADV on Mar 19, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHEN & COMPANY, LTD. PHILADELPHIA, Pennsylvania, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COHEN & COMPANY, LTD.
PCAOB 925

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Filing source

Form ADV 1953193 · Mar 19, 2025 · Schedule D 7.B.(1), fund 805-5484914815

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
Global Trust Company Director
Taplin, Canida & Habacht Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Global Trust Company 12 Gill Street, Suite 2600
Woburn, MA, 01801