Form D · Other Investment Fund

Whittier Core Fixed Income Fund, LLC

South Pasadena, CA · CIK 0001822057

Offering snapshot reported Oct 19, 2021 · SEC filing

Reported sold
$20.1M
Indefinite offering
Investors reported
12
Form D · investor count
Minimum accepted
$1
Reported outside-investor minimum
First sale
Oct 7, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10M$20.1MOct 19, 2020: $13,000,000.00Oct 19, 2020Oct 19, 2021: $20,080,000.00Oct 19, 2021

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$13,000,000 → $20,080,000
  • Reported investors5 → 12

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 19, 2021Amendment$20,080,000$7,080,000vs Oct 19, 202012SEC filing
Oct 19, 2020Initial$13,000,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-378208

Source: Form D, filed Oct 19, 2021. 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
Steven A. Anderson Director, Executive
Sandip Bhagat Executive
Michael J. Casey Director
David A. Dahl Director, Executive
James Doti Director
Andrew S. Garb Director
James C. Langdon, Jr. Director
Timothy K. Mc Carthy Director, Executive
Liam Mc Guinness Executive
James R. Parks Director
Steven G. Pizula Director
William E. Ramsey Director
Keith W. Renken Director
Kimberly Wright Violich Director
Peter K. Zarifes Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1600 Huntington Drive
South Pasadena, CA, 91030