Form D · Investing

Boston Common U.S. Community Investing Index Fund, LLC

Boston, MA · CIK 0001835843

Offering snapshot reported May 5, 2022 · SEC filing

Reported sold
$6.5M
Offering amount: $80M
Investors reported
1
Form D · investor count
Minimum accepted
$100
Reported outside-investor minimum
First sale
May 1, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 5, 2022Initial$6,500,000No comparison1SEC filing
Nov 9, 2021Initial$6,500,000No comparison1SEC filing
Dec 14, 2020Initial$18,167,776No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-444529

Source: Form D, filed May 5, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BOSTON COMMON U.S. COMMUNITY INVESTING INDEX FUND, LLC

Investment adviser: BOSTON COMMON ASSET MANAGEMENT, LLC

Gross asset value
$34M
Beneficial owners
5
ADV minimum commitment
$1M

Reported in Form ADV on Feb 12, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BNY MELLON ASSET SERVICING EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KREISCHER MILLER HORSHAM, Pennsylvania, United States
Custodian BNY MELLON ASSET SERVICING EVERETT, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KREISCHER MILLER
PCAOB 1110

Filing source

Form ADV 1826018 · Feb 12, 2024 · Schedule D 7.B.(1), fund 805-2605165451

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; 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
Geeta Aiyer Executive
Boston Common Asset Management, Llc Boston Common Asset Management, Llc Promoter
Allyson Mcdonald Executive
Allyson Mc Donald Executive
Nancy Spady Executive
Matthew Zalosh Executive

Issuer details

Industry: Investing (See others in industry)

Address:
200 State Street 7 Th Floor
Boston, MA, 02109