EDGAR Verified
Primary Source · SEC.gov

FI Institutional Group All Foreign Small Cap Equity Quant Fund

CIK 0001714202Fund Vehicle2025 vintage506(b), 3(c)

Raised

Pre-open

Investors

Min Invest

$5,000,000

AltStreet Analysis

·

Generated from EDGAR primary sources

FI Institutional Group All Foreign Small Cap Equity Quant Fund is a Delaware pooled investment vehicle filing under Rule 506(b) and Section 3(c), with a $5.0M minimum investment. This is an amended filing dated 2025-08-18; capital raised and investor count are not disclosed (pre-open status). The filing lists Kenneth Fisher as promoter.

This is an institutional-grade alternative investment vehicle using the private placement 506(b) exemption paired with Section 3(c), typical for private funds. The $5.0M minimum places it in the high-net-worth to small institutional tier, consistent with quantitative equity strategies targeting accredited and qualified purchasers.

Data Flags

first_sale_dateFirst sale date not disclosed on amended filing with no total raise reported; pre-open status expected for institutional fund amendments but limits visibility into fund timeline

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001714202
Entity NameFI Institutional Group All Foreign Small Cap Equity Quant Fund
Exemption506(b), 3(c)
First Sale Date
Filing DateAugust 18, 2025
Accession Number0001714202-25-000003
Total Amount Sold
Total Investors
Minimum Investment$5,000,000
Securities TypePooled Investment Fund
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Kenneth Fisher

Promoter · Camas, WA

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.