Campbell Fund Trust Raises Over $5.7 Million in Private Offering

The fund issued new units across three series, leveraging exemptions from public registration.

February 10, 2025

Campbell Fund Trust Secures Significant Capital through Private Placement

Campbell Fund Trust recently executed a private securities transaction, generating substantial funds through the issuance of Units of Beneficial Interest to both new and existing unitholders. The private offering, finalized on January 31, 2025, raised an aggregate amount of approximately $5.74 million in cash. This move is seen as a strategic initiative to bolster the fund's financial standing while adhering to regulatory exemptions.

The transaction was structured into three separate series: Series A, Series D, and Series W. Series A accounted for the largest share, with $4.28 million in raised funds. Series D contributed $1.23 million, while Series W added another $235,000 to the total. The trust relied on the exemption provisions under Section 4(2) of the Securities Act of 1933, ensuring the offering remained within the confines of a private transaction. This exempted the trust from public registration and reporting requirements typically mandated for public offerings.

Leveraging Regulatory Exemptions

The regulatory framework for this transaction was crucial in maintaining compliance while maximizing capital inflow. Utilizing Regulation D allowed the trust to sidestep the complexities of a public securities registration, making the process more efficient and cost-effective. Such regulatory exemptions are commonly used by entities aiming to streamline the fundraising process without sacrificing oversight or transparency.

Campbell Fund Trust's recent fundraising underscores its capability to attract investor interest in a private setting. The trust’s structured approach in handling multiple series offerings simultaneously highlights its operational efficiency and commitment to aligning with investor needs.