Form D · Other Investment Fund
Term Funds Investment Series LLC - Term Fund 2030
New York, NY · CIK 0002104695
Offering snapshot reported Jan 13, 2026 · SEC filing
- Reported sold
- $218M Indefinite offering
- Investors reported
- 41 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Dec 31, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 13, 2026 | Initial | $217,506,545 | No comparison | 41 | SEC 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
- 021-569749
Commingled series LLC interests
Source: Form D, filed Jan 13, 2026. 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.
| Name | Reported role |
|---|---|
| Paul Antonaccio | Executive |
| Lauren Boone | Executive |
| Lindsey Edwards | Executive |
| N/A Goldman Sachs Trust Company, N.A. | Promoter |
| Erik Karpinski | Executive |
| Chris Lyon | Executive |
| Stacey Mullaney | Executive |
| Huw Roberts | Executive |
| Michael Twohig | Executive |
| Jim Waters | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
200 West Street
New York, NY, 10282-2198
New York, NY, 10282-2198