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SEC Form D · Amendment · filed December 21, 2022

DEFENSIVE U.S. EQUITY FUND

Offering
—
Sold
$266.0M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
SEATTLE, WA
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (14)

Sole Member Russell Investments US Institutional Holdco, Inc · Seattle, WAPromoterRussell Investments Funds Management, LLC · Seattle, WAPromoterTrust Russell Investments Capital, LLC · Seattle, WAPromoterMark Swanson · Seattle, WADirectorStephanie G. Spong · Austin, TXPromoterAli S. Pringle · Charleston, SCDirectorAndrew Mackenzie-Ross · San Francisco, CAPromoterMichael Catalano · San Francisco, CAPromoterIssuer Russell Investments Institutional Funds, LLC · Seattle, WAPromoterM1 Capital, LLC · GLEN ELLYN, ILPromoterJeremy Boynton · GLEN ELLYN, ILPromoterJason Bartley · Austin, TXPromoterBrad Erekson · Lehi, UTDirectorIssuer Russell Investments Institutional Funds, LLC · Seattle, WAPromoter

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗