Campbell Fund Trust Reports $6.2M Private Placement

The private transactions reflect investor confidence and strategic growth within the Fund's offerings.

December 06, 2024

Equity Placement Overview

On November 30, 2024, the Campbell Fund Trust finalized the sale of Units of Beneficial Interest across Series A, Series D, and Series W, raising a total of $6,233,591.96. These transactions were conducted privately and exempt from public registration under the Securities Act of 1933, relying on Regulation D provisions.

• Series A:$4,630,000


• Series D:$1,218,591.96


• Series W:$385,000

The private placement targeted existing and new unitholders, signaling continued confidence in the Fund's offerings and investment strategy.

Strategic Context

By leveraging exemptions from public offering requirements, the Fund avoided extensive regulatory filings typically required for publicly offered securities. This streamlined approach reflects a focus on fostering deep relationships with high-net-worth individuals and accredited investors.

The infusion of capital is expected to support the Fund’s ongoing objectives, including optimizing portfolio performance and expanding its asset allocation strategies. While details of how the proceeds will be utilized remain undisclosed, the investment underscores the Fund's commitment to meeting investor expectations.

Implications for Stakeholders

The move demonstrates a strategic alignment with investor confidence, bolstered by the trust’s ability to attract significant commitments despite challenging market conditions. By maintaining its compliance with regulatory requirements and focusing on high-value offerings, Campbell Fund Trust strengthens its position in the alternative investment space.