Capital Flow Monitor · Sponsors · CIK 1459646
U.S. Large Cap 130/30 Fund, LLC
270 PARK AVENUE, NEW YORK, NY, 10017 · 212-837-2007
Pooled Investment Fund / Other Investment Fund · Limited Liability Company· inc. DELAWARE true
Fit score
—
Offering
—
Sold
$2.1B
% sold
—
Investors
46
Min investment
$5.0M
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-10-17 | D/A ·current | 506(b) | — | $2.1B | — | 46 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Warren Keens — Director, Grand Cayman, E9
- Christine Fletcher — Director, Grand Cayman, E9
- Robert Meschi — Director, Grand Cayman, E9
- Leon Rhule — Director, Grand Cayman, E9
- Steven Lee — Executive Officer, New York, NY
- Susan Bao — Executive Officer, New York, NY
- Andrew Stern — Executive Officer, New York, NY
- Timothy Woodhouse — Executive Officer, New York, NY
- Jenna B. Silver — Promoter, New York, NY
- Ashley Rose Maisano — Promoter, New York, NY
- Charles Wick — Promoter, New York, NY
Placement agents
- J.p. Morgan Institutional Investments Inc. · 1 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.