Sponsor Check › Sentinel Private › Issuer
Business Trust · organized in DELAWARE · formed Over five years ago · HOUSTON, TX · SEC CIK 1225676
Part of sponsor group: Sentinel Private (21 issuers, 136 filings) · grouped because: shared people, shared management entity, same business address · confidence 93% · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Oct 20, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
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Sources to be searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. State securities regulator actions: not yet searched. · Search queued. Results are added automatically; check back later or follow this page to be notified.
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What will be compared: what the sponsor says publicly (website, marketing materials, claimed profile) against what public records show — SEC Form D filings, Form ADV adviser registration, and state business records. Every comparison is reviewed by a person before it is published.
No comparisons published yet.
Sources to be compared: sponsor public claims · SEC Form D · SEC Form ADV (IAPD) · state business records · As of Oct 23, 2026, 9:15 PM ET.
0 of 1 offering report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 20, 2026 D/A File 021-54015 | $0 | $0 | $0 | None listed |
As reported by the issuer on Form D (Items 12–15), latest filing per offering. "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates.
Each filing as reported by the issuer. Open a row for the full plain-English detail.
| Filing | Form D/A (amendment) filed Oct 20, 2026 · amends 0001104659-25-100991 ↗ SEC file no. 021-54015 · accession 0001104659-26-117293 |
|---|---|
| Raise progress | $677,781,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Oct 20, 2026 (10488 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 20, 2026. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 95 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Anne-Lise A. Wiegand, CFO of Managing Trustee of the Issuer (Oct 20, 2026) |
| Changes vs prior filing | total sold: $673,860,977 → $677,781,977 Compared with the D/A filed Oct 21, 2025 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 95. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index |
| Filing | Form D/A (amendment) filed Oct 21, 2025 · amends 0001104659-24-109998 ↗ SEC file no. 021-54015 · accession 0001104659-25-100991 |
|---|---|
| Raise progress | $673,860,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Oct 21, 2025 (10124 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 21, 2025. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 95 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Anne-Lise A. Wiegand, CFO of Managing Trustee of the Issuer (Oct 21, 2025) |
| Changes vs prior filing | total sold: $669,329,977 → $673,860,977 Compared with the D/A filed Oct 21, 2024 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 95. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Oct 21, 2024 · amends 0001104659-23-110543 ↗ SEC file no. 021-54015 · accession 0001104659-24-109998 |
|---|---|
| Raise progress | $669,329,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Oct 21, 2024 (9759 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 21, 2024. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 95 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Anne-Lise A. Wiegand, CFO of Managing Trustee of the Issuer (Oct 10, 2024) |
| Changes vs prior filing | total sold: $651,706,977 → $669,329,977 investors: 93 → 95 Compared with the D/A filed Oct 20, 2023 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 95. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Oct 20, 2023 · amends 0001104659-22-099336 ↗ SEC file no. 021-54015 · accession 0001104659-23-110543 |
|---|---|
| Raise progress | $651,706,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Oct 20, 2023 (9392 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 20, 2023. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 93 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Anne-Lise A. Wiegand, Managing Director & CFO of Managing Trustee of the Issuer (Oct 17, 2023) |
| Changes vs prior filing | total sold: $637,226,977 → $651,706,977 investors: 130 → 93 Compared with the D/A filed Sep 13, 2022 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 93. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Sep 13, 2022 · amends 9999999997-03-014682 ↗ SEC file no. 021-54015 · accession 0001104659-22-099336 |
|---|---|
| Raise progress | $637,226,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Sep 13, 2022 (8990 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Sep 13, 2022. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 130 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Anne-Lise A. Wiegand, Managing Director & CFO of Managing Trustee of the Issuer (Sep 12, 2022) |
| Changes vs prior filing | total sold: $96,132,500 → $637,226,977 investors: 24 → 130 Compared with the D/A filed Sep 12, 2022 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 130. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Sep 12, 2022 · amends 9999999997-03-014682 ↗ SEC file no. 021-54015 · accession 0001104659-22-099311 |
|---|---|
| Raise progress | $96,132,500 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Sep 12, 2022 (8989 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Sep 12, 2022. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 24 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Anne-Lise A. Wiegand, Managing Director & CFO of Managing Trustee of the Issuer (Sep 12, 2022) |
| Changes vs prior filing | total sold: $619,490,977 → $96,132,500 investors: 119 → 24 exemption: 3C, 06b, 3C.7 → 06b, 3C, 3C.7 Compared with the D/A filed Sep 10, 2021 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 24. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Sep 10, 2021 · amends 9999999997-03-014682 ↗ SEC file no. 021-54015 · accession 0001104659-21-114640 |
|---|---|
| Raise progress | $619,490,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Sep 10, 2021 (8622 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Sep 10, 2021. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 119 total · issuer reported no non-accredited investors |
| Exemption claimed | Investment Company Act 3C exclusion; Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Anne-Lise A. Wiegand, Managing Director & CFO of Managing Trustee of the Issuer (Sep 10, 2021) |
| Changes vs prior filing | total sold: $588,868,977 → $619,490,977 investors: 115 → 119 exemption: 06b, 3C, 3C.7 → 3C, 06b, 3C.7 Compared with the D/A filed Sep 10, 2020 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 119. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Sep 10, 2020 · amends 0001144204-14-050914 ↗ SEC file no. 021-54015 · accession 0001104659-20-103806 |
|---|---|
| Raise progress | $588,868,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Sep 10, 2020 (8257 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Sep 10, 2020. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 115 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Anne-Lise A. Wiegand, Managing Director, CFO of Managing Trustee of the Issuer (Sep 9, 2020) |
| Changes vs prior filing | total sold: $210,056,977 → $588,868,977 investors: 55 → 115 Compared with the D/A filed Aug 18, 2014 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 115. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Sep 10, 2019 · amends 0001144204-18-048647 ↗ SEC file no. 021-54015 · accession 0001144204-19-044044 |
|---|---|
| Raise progress | $564,403,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Sep 10, 2019 (7891 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Sep 10, 2019. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 112 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Anne-Lise A. Wiegand, SVP & CFO of Managing Trustee of the Issuer (Sep 10, 2019) |
| Changes vs prior filing | total sold: $503,000,977 → $564,403,977 investors: 103 → 112 Compared with the D/A filed Sep 10, 2018 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 112. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Sep 10, 2018 · amends 0001144204-17-044063 ↗ SEC file no. 021-54015 · accession 0001144204-18-048647 |
|---|---|
| Raise progress | $503,000,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Sep 10, 2018 (7526 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Sep 10, 2018. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 103 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Anne-Lise A. Wiegand, SVP & CFO of Managing Trustee of the Issuer (Sep 7, 2018) |
| Changes vs prior filing | total sold: $419,992,977 → $503,000,977 investors: 100 → 103 Compared with the D/A filed Aug 18, 2017 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 103. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Aug 18, 2017 · amends 9999999997-03-014682 ↗ SEC file no. 021-54015 · accession 0001144204-17-044063 |
|---|---|
| Raise progress | $419,992,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Aug 18, 2017 (7138 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Aug 18, 2017. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 100 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | D. Fort Flowers, Chairman and CEO of the Managing Trustee of the Issuer (Aug 17, 2017) |
| Changes vs prior filing | total sold: $361,523,977 → $419,992,977 investors: 88 → 100 Compared with the D/A filed Aug 11, 2016 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 100. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Aug 11, 2016 · amends 0001144204-15-050323 ↗ SEC file no. 021-54015 · accession 0001144204-16-118206 |
|---|---|
| Raise progress | $361,523,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Aug 11, 2016 (6766 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Aug 11, 2016. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 88 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Bart Rainey, Sr Managing Director of the Managing Trustee of the Issuer (Aug 10, 2016) |
| Changes vs prior filing | total sold: $279,728,977 → $361,523,977 investors: 71 → 88 Compared with the D/A filed Aug 18, 2015 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 88. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Aug 18, 2015 · amends 0001144204-14-050914 ↗ SEC file no. 021-54015 · accession 0001144204-15-050323 |
|---|---|
| Raise progress | $279,728,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Aug 18, 2015 (6407 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Aug 18, 2015. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 71 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Bart Rainey, Senior Managing Director of Managing Trustee of the Issuer (Aug 7, 2015) |
| Changes vs prior filing | total sold: $210,056,977 → $279,728,977 investors: 55 → 71 Compared with the D/A filed Aug 18, 2014 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Aug 18, 2014 · amends 9999999997-03-014682 ↗ SEC file no. 021-54015 · accession 0001144204-14-050914 |
|---|---|
| Raise progress | $210,056,977 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Feb 1, 1998 · Form D filed: Aug 18, 2014 (6042 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 10,492 days (28.7 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Aug 18, 2014. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 55 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Other Investment Fund) · net asset value range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | D. Fort Flowers, Chairman and CEO of the Managing Trustee of the Issuer (Aug 15, 2014) |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months · most recent filing Oct 20, 2026.
| Name | Relationship | Address state | On filings | Also listed on |
|---|---|---|---|---|
| Anne-Lise Wiegand | Executive Officer CFO of the Managing Trustee | TX | Oct 20, 2026 | 8 other issuers |
| D. Fort Flowers | Director Executive Chairman of the Board of the Managing Trustee | TX | Aug 18, 2014 → Oct 20, 2026 | 10 other issuers |
| David A. Bristol, Jr. | Director Vice Chairman, Principal and Director of the Managing Trustee | TX | Aug 18, 2014 → Oct 20, 2026 | 10 other issuers |
| Lisa Prast | Director Director of the Managing Trustee | TX | Oct 20, 2026 | 5 other issuers |
| Lissa Gangjee | Executive Officer, Director President and CEO, Director of the Managing Trustee | TX | Oct 20, 2026 | 5 other issuers |
| Manual Mehos | Director Director of the Managing Trustee | TX | Oct 20, 2026 | 5 other issuers |
| Mark Sparano | Director Director of the Managing Trustee | TX | Oct 20, 2026 | 5 other issuers |
| Richard R. Cruse | Director Director of the Managing Trustee | TX | Aug 18, 2014 → Oct 20, 2026 | 10 other issuers |
| Richard R. Flowers | Director Director of the Managing Trustee | TX | Sep 10, 2019 → Oct 20, 2026 | 9 other issuers |
| Sentinel Trust Company, L.B.A. entity | Executive Officer Managing Trustee of the Issuer | TX | Aug 18, 2014 → Oct 20, 2026 | 10 other issuers |
| Stephanie Donaho | Director Director of the Managing Trustee | TX | Oct 20, 2026 | 5 other issuers |
| Todd Burchett | Executive Officer CIO of the Managing Trustee | TX | Oct 20, 2026 | 5 other issuers |
| Walter Muller III | Director Director of the Managing Trustee | TX | Oct 20, 2026 | 5 other issuers |
| Anne-Lise R. Wiegand | Executive Officer CFO of the Managing Trustee | TX | Sep 10, 2021 → Oct 21, 2025 | 8 other issuers |
| Lisa Fort Prast | Director Director of the Managing Trustee | TX | Sep 10, 2019 → Oct 21, 2025 | 9 other issuers |
| Lissa Fort Gangjee | Executive Officer, Director President and CEO, Director of the Managing Trustee | TX | Sep 10, 2019 → Oct 21, 2025 | 9 other issuers |
| Manual Fort Mehos | Director Director of the Managing Trustee | TX | Sep 10, 2019 → Oct 21, 2025 | 9 other issuers |
| Mark R. Sparano | Director Director of the Managing Trustee | TX | Sep 10, 2019 → Oct 21, 2025 | 9 other issuers |
| Stephanie R. Donaho | Director Director of the Managing Trustee | TX | Aug 18, 2015 → Oct 21, 2025 | 9 other issuers |
| Todd R. Burchett | Executive Officer CIO of the Managing Trustee | TX | Sep 10, 2021 → Oct 21, 2025 | 8 other issuers |
| Walter R. Muller III | Director Director of the Managing Trustee | TX | Sep 10, 2019 → Oct 21, 2025 | 9 other issuers |
| Lisa J. Prast | Director Director of the Managing Trustee | TX | Sep 10, 2018 | 6 other issuers |
| Manuel J. Mehos | Director Director of the Managing Trustee | TX | Aug 18, 2014 → Sep 10, 2018 | 9 other issuers |
| Mark J. Sparano | Director Director of the Managing Trustee | TX | Sep 10, 2018 | 6 other issuers |
| Richard J. Flowers | Director Director of the Managing Trustee | TX | Sep 10, 2018 | 6 other issuers |
| Walter J. Muller III | Director Director of the Managing Trustee | TX | Sep 10, 2018 | 6 other issuers |
| John Thomas Eubank | Director Director of the Managing Trustee | TX | Aug 18, 2014 → Aug 18, 2017 | 7 other issuers |
| Joseph Thomas Flowers | Director Director of the Managing Trustee | TX | Aug 11, 2016 → Aug 18, 2017 | 6 other issuers |
| Lisa Thomas Prast | Director Director of the Managing Trustee | TX | Aug 11, 2016 → Aug 18, 2017 | 6 other issuers |
| Marcie R. Bristol | Director Director of the Managing Trustee | TX | Aug 18, 2015 → Aug 18, 2017 | 6 other issuers |
| Richard Thomas Flowers | Director Director of the Managing Trustee | TX | Aug 18, 2017 | 6 other issuers |
| John Thomas Murray | Director Director of the Managing Trustee | TX | Aug 11, 2016 | 5 other issuers |
| Harvey C. Fruehauf | Director Director of the Managing Trustee | TX | Aug 18, 2014 → Aug 18, 2015 | 6 other issuers |
| John M. Murray | Director Director of the Managing Trustee | TX | Aug 18, 2015 | 5 other issuers |
| Sara M. Beall | Director Director of the Managing Trustee | TX | Aug 18, 2014 → Aug 18, 2015 | 6 other issuers |
| Albert A. Prast | Director Director of the Managing Trustee | TX | Aug 18, 2014 | 6 other issuers |
| Mark M. Foster | Director Director of the Managing Trustee | TX | Aug 18, 2014 | 6 other issuers |
Executive officers, directors and promoters as self-reported by the issuer. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
Other issuers listing the same people:
Shared address: this business address appears on filings for 23 other issuers. Stated as a count only — many addresses are shared office buildings or registered agents.
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