Form D · Other Investment Fund

ZC RESOURCE INVESTMENT TRUST

New York, NY · CIK 0001082168

Offering snapshot reported May 21, 2025 · SEC filing

Reported sold
$1.51B
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 26, 1999
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$754M$1.51BAug 9, 2021: $1,507,378,798.00Aug 9, 2021Sep 8, 2022: $1,507,378,798.00Sep 8, 2022Aug 24, 2023: $1,507,378,798.00Aug 24, 2023Apr 30, 2024: $1,507,378,798.00Apr 30, 2024May 21, 2025: $1,507,378,798.00May 21, 2025

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 21, 2025Amendment$1,507,378,798$0vs Apr 30, 20241SEC filing
Apr 30, 2024Amendment$1,507,378,798$0vs Aug 24, 20231SEC filing
Aug 24, 2023Amendment$1,507,378,798$0vs Sep 8, 20221SEC filing
Sep 8, 2022Amendment$1,507,378,798$0vs Aug 9, 20211SEC filing
Aug 9, 2021Amendment$1,507,378,798No comparisonNot reportedSEC filing
Jun 10, 2020Amendment$1,507,378,798$0vs Nov 3, 20171SEC filing
Nov 3, 2017Amendment$1,507,378,798$11,572,308vs Jun 27, 20121SEC filing
Jul 16, 2013Amendment$1,504,738,798$8,932,308vs Jun 27, 20121SEC filing
Jun 27, 2012Amendment$1,495,806,490$16,109,011vs Mar 17, 20101SEC filing
Mar 15, 2011Amendment$1,490,644,165$10,946,686vs Mar 17, 20101SEC filing
Mar 17, 2010Amendment$1,479,697,479$0vs Mar 16, 20101SEC filing
Mar 16, 2010Initial$1,479,697,479No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$39.4M
Finders' fees
$0
Form D file number
021-129849

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Wells Fargo Advisors LLC19616
Benefit Finance Securities45113
Moloney Securities38535

Source: Form D, filed May 21, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

ZC RESOURCE INVESTMENT TRUST MORTGAGE BACKED SECURITIES PORTFOLIO

Investment adviser: GOLDMAN SACHS ASSET MANAGEMENT, L.P.

Gross asset value
$41.2M
Beneficial owners
1
ADV minimum commitment
$0

Reported in Form ADV on Aug 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BENEFIT FINANCE PARTNERS ST. LOUIS, Missouri, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG CHICAGO, Illinois, United States Other funds reporting this name →
Custodian STATE STREET KANSAS CITY, Missouri, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

STATE STREET
LEI 571474TGEMMWANRLN572

Fund asset history · 5 annual observations Gross asset value by annual ADV filing$0$23.8M$47.5MFY 2021: $47,504,505.00FY 2021FY 2022: $42,990,121.00FY 2022FY 2023: $38,520,989.00FY 2023FY 2024: $40,018,425.00FY 2024FY 2025: $41,199,357.00FY 2025

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Fiscal yearGross assetsBeneficial ownersADV filed
2021$47,504,5051Mar 31, 2022
2022$42,990,1211Mar 31, 2023
2023$38,520,9891Mar 28, 2024
2024$40,018,4251Mar 31, 2025
2025$41,199,3571Mar 31, 2026
Filing source

Form ADV 2125383 · Aug 21, 2026 · Schedule D 7.B.(1), fund 805-2961545268

Reported by GOLDMAN SACHS ASSET MANAGEMENT, L.P. (CRD 107738).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
NameReported role
N/A Belfint, Lyons And Shuman Executive
Alex Kostyuchenko Director, Executive
N/A Zc Resource Llc Executive
N/A Zurich Benefit Finance Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4 World Trade Center 54th Floor
New York, NY, 10007
Phone: 646-467-1825