Form D · Other Investment Fund

Term Fund 2020

New York, NY · CIK 0001663524

Offering snapshot reported Jan 17, 2020 · SEC filing

Reported sold
$2.65B
Indefinite offering
Investors reported
37
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Dec 31, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.32B$2.65BJan 15, 2016: $138,483,914.00Jan 15, 2016Jan 17, 2017: $2,267,576,218.00Jan 17, 2017Jan 17, 2018: $2,382,218,048.00Jan 17, 2018Jan 17, 2019: $2,499,498,019.00Jan 17, 2019Jan 17, 2020: $2,645,488,972.00Jan 17, 2020

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$2,499,498,019 → $2,645,488,972

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 17, 2020Amendment$2,645,488,972$145,990,953vs Jan 17, 201937SEC filing
Jan 17, 2019Amendment$2,499,498,019$117,279,971vs Jan 17, 201837SEC filing
Jan 17, 2018Amendment$2,382,218,048$114,641,830vs Jan 17, 201737SEC filing
Jan 17, 2017Amendment$2,267,576,218$2,129,092,304vs Jan 15, 201637SEC filing
Jan 15, 2016Initial$138,483,914No comparison37SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-255266
Total aggregate sales is $2,645,488,972.30.
Commingled investment trust interests

Source: Form D, filed Jan 17, 2020. 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
John Axtell Executive
Jesse Cole Executive
Joseph Cortese Executive
N/A Goldman Sachs Trust Company, N.A. Promoter
Walter Haydock Executive
Adam Lane Executive
Scott Mc Hugh Executive
Marc Romanoff Executive
Rachel Schnoll Executive
Kenneth Topping Executive
Michael Twohig Executive
Greg Wilson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
200 West Street
New York, NY, 10282-2198
Phone: 212-902-1000