What amount sold does LSV U.S. Managed Volatility SRI Equity Fund, LP report in Form D filings?

The latest linked filings report $65.2M sold across 1 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was LSV U.S. Managed Volatility SRI Equity Fund, LP's most recent SEC filing?

LSV U.S. Managed Volatility SRI Equity Fund, LP's most recent Form D filing was on 2026-04-10.

How many investors does LSV U.S. Managed Volatility SRI Equity Fund, LP have?

The most recent Form D filing lists 11 investor(s).

LSV U.S. Managed Volatility SRI Equity Fund, LP

CIK: 0001737177·Pooled Investment Fund·CHICAGO, IL·Limited Partnership

Reported Sold

$65,244,000

Total Filings

Identified Offerings

Last Filed

Apr 10, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Apr 10, 2026Form D/A — Amendment

Reported sold: $65,244,000 · Target: Indefinite

Rule 506(b)·11 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Apr 10, 2025Form D/A — Amendment

Reported sold: $56,244,000 · Target: Indefinite

Rule 506(b)·9 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Apr 10, 2024Form D/A — Amendment

Reported sold: $53,244,000 · Target: Indefinite

Rule 506(b)·9 investors·Section 3(c), Section 3(c)(7)

Apr 10, 2023Form D/A — Amendment

Reported sold: $53,244,000 · Target: Indefinite

Rule 506(b)·9 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Apr 11, 2022Form D/A — Amendment

Reported sold: $41,244,000 · Target: Indefinite

Rule 506(b)·8 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Apr 12, 2021Form D/A — Amendment

Reported sold: $40,244,000 · Target: Indefinite

Rule 506(b)·8 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Apr 10, 2020Form D/A — Amendment

Reported sold: $36,044,000 · Target: Indefinite

Rule 506(b)·8 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Apr 12, 2019Form D/A — Amendment

Reported sold: $27,950,000 · Target: Indefinite

Rule 506(b)·7 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Apr 13, 2018Form D — New notice

Reported sold: $17,050,000 · Target: Indefinite

Rule 506(b)·5 investors·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

89%

Latest reported sold across 1 identified offering

$65,244,000

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

LSV Asset Management

Related Person

Appears on 8 filings

Josh O'Donnell

Related Person

Appears on 5 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Apr 10, 2026	Amendment	Indefinite	$65,244,000	11
Apr 10, 2025	Amendment	Indefinite	$56,244,000	9
Apr 10, 2024	Amendment	Indefinite	$53,244,000	9
Apr 10, 2023	Amendment	Indefinite	$53,244,000	9
Apr 11, 2022	Amendment	Indefinite	$41,244,000	8
Apr 12, 2021	Amendment	Indefinite	$40,244,000	8
Apr 10, 2020	Amendment	Indefinite	$36,044,000	8
Apr 12, 2019	Amendment	Indefinite	$27,950,000	7
Apr 13, 2018	New	Indefinite	$17,050,000	5

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Walton Street Real Estate Debt Core Fund, L.P.

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 30, 2026