Form D · Other Investment Fund

Western Asset Sustainable Macro Opportunities, Ltd.

Pasadena, CA · CIK 0001853449

Offering snapshot reported Apr 23, 2024 · SEC filing

Reported sold
$78M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 30, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$90.4M$181MMay 13, 2021: $180,897,347.00May 13, 2021Apr 7, 2022: $165,560,626.00Apr 7, 2022Apr 10, 2023: $106,454,772.00Apr 10, 2023Apr 23, 2024: $78,037,663.00Apr 23, 2024

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$106,454,772 → $78,037,663
  • Reported investors2 → 1

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 23, 2024Amendment$78,037,663-$28,417,109vs Apr 10, 20231SEC filing
Apr 10, 2023Amendment$106,454,772-$59,105,854vs Apr 7, 20222SEC filing
Apr 7, 2022Amendment$165,560,626-$15,336,721vs May 13, 20212SEC filing
May 13, 2021Initial$180,897,347No comparison2SEC 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
021-399230
OFFERS AND SALES OF THE FUND WILL BE MADE BY AND THROUGH FRANKLIN DISTRIBUTORS, LLC. HOWEVER, FRANKLIN DISTRIBUTORS, LLC WILL NOT RECEIVE ANY SALES COMMISSIONS FOR ITS SERVICES.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FRANKLIN DISTRIBUTORS, LLC109064

Source: Form D, filed Apr 23, 2024. 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.

People and organizations reported in Form D filings
NameReported role
Connie Sue Fischer Director
Dennis J. Mcnamara Director
Rodolphe S. Otter Director
Jan Pieterse Director
Michael B. Zelouf Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
385 East Colorado Boulevard
Pasadena, CA, 91101