Form D · Other Investment Fund

TRUMBULL (US) CORE MULTI-FUND LP

Hartford, CT · CIK 0001567146

Offering snapshot reported Apr 23, 2026 · SEC filing

Reported sold: $34.8M
Investors reported: 17
Minimum accepted: $10K
First sale: Jan 2, 2013

Fundraising history

Reported sold

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$34,678,620 → $34,779,960

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 23, 2026	Amendment	$34,779,960	$101,340vs Feb 4, 2025	17	SEC filing
Feb 4, 2025	Amendment	$34,678,620	$581,526vs Dec 8, 2023	17	SEC filing
Dec 8, 2023	Amendment	$34,097,094	$64,167vs Nov 9, 2022	17	SEC filing
Nov 9, 2022	Amendment	$34,032,927	$433,935vs Aug 19, 2021	17	SEC filing
Aug 19, 2021	Amendment	$33,598,992	No comparison	Not reported	SEC filing
Jul 9, 2020	Amendment	$33,049,729	$851,005vs Jul 2, 2019	12	SEC filing
Jul 2, 2019	Amendment	$32,198,724	$4,340,169vs Jul 5, 2018	12	SEC filing
Jul 5, 2018	Amendment	$27,858,555	$838,192vs Jun 26, 2017	12	SEC filing
Jun 26, 2017	Amendment	$27,020,363	$5,939,314vs Jun 28, 2016	12	SEC filing
Jun 28, 2016	Amendment	$21,081,049	$1,819,441vs Feb 20, 2015	11	SEC filing
Feb 20, 2015	Amendment	$19,261,608	$6,242,690vs Jan 16, 2014	11	SEC filing
Jan 16, 2014	Amendment	$13,018,918	$12,043,918vs Jan 16, 2013	11	SEC filing
Jan 16, 2013	Initial	$975,000	No comparison	1	SEC 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: 021-190406

Source: Form D, filed Apr 23, 2026. 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

TRUMBULL (US) CORE MULTI-FUND LP

Investment adviser: UBS REALTY INVESTORS LLC

Gross asset value: $13.2M
Beneficial owners: 11
ADV minimum commitment: $500K

Reported in Form ADV on Jul 12, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX GROUP NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Fund administrator CBRE INC. HARTFORD, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor ERNST & YOUNG NEW YORK, New York, United States

Custodian BANK OF AMERICA HARTFORD, Connecticut, United States Related to adviser: No

Marketer UBS ASSET MANAGEMENT (US) INC. NEW YORK, New York, United States Related to adviser: Yes

Marketer UBS FUND SERVICES (USA) LLC HARTFORD, Connecticut, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG
PCAOB 42

UBS ASSET MANAGEMENT (US) INC.
CRD 583 · SEC 8-21901

UBS FUND SERVICES (USA) LLC
CRD 41848 · SEC 8-49596

Filing source

Form ADV 2118458 · Jul 12, 2026 · Schedule D 7.B.(1), fund 805-7509408001

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
Name	Reported role
Thomas J. Anathan	Executive
Paul Canning	Executive
Rodney Chu	Executive
Christopher Clayton	Executive
John R. Connelly	Executive
Kevin M. Crean	Executive
Kurt Edward	Executive
Thomas Enger	Executive
James Fishman	Executive
Tiffany Gherlone	Executive
Gary W. Gowdy	Executive
William T. Harrison	Executive
William T. Hughes, Jr.	Executive
Matthew Johnson	Executive
Steven Kapiloff	Executive
Carol M. Kuta	Executive
James Lynch	Executive
Matthew H. Lynch	Executive
Jeffrey G. Maguire	Executive
Mario Maturo	Executive
Adi Mayan	Executive
James Mccandless	Executive
Thomas J. O'shea	Executive
Robert Palmeri	Executive
Ronald Urdanick	Executive
Timothy Walsh	Executive
Amy White	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Ubs Realty Investors Llc 10 State House Square
Hartford, CT, 06103