0000929638-26-000775.txt : 20260302
0000929638-26-000775.hdr.sgml : 20260302
20260302154315
ACCESSION NUMBER: 0000929638-26-000775
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering
ITEM INFORMATION: Investment Company Act Section 3(c)
ITEM INFORMATION: Section 3(c)(7)
FILED AS OF DATE: 20260302
DATE AS OF CHANGE: 20260302
EFFECTIVENESS DATE: 20260302
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CAPE ANN PERIVALLON FUND
CENTRAL INDEX KEY: 0001848555
ORGANIZATION NAME:
EIN: 854081306
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-391487
FILM NUMBER: 26707227
BUSINESS ADDRESS:
STREET 1: 11 APEX DRIVE, SUITE 300A
CITY: MARLBOROUGH
STATE: MA
BUSINESS PHONE: 857-288-1500
MAIL ADDRESS:
STREET 1: 11 APEX DRIVE, SUITE 300A
CITY: MARLBOROUGH
STATE: MA
FORMER COMPANY:
FORMER CONFORMED NAME: CAPE ANN GLOBAL DEVELOPING MARKETS SUSTAINABILITY FUND
DATE OF NAME CHANGE: 20210805
FORMER COMPANY:
FORMER CONFORMED NAME: Cape Ann Sustainability Fund
DATE OF NAME CHANGE: 20210301
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0001848555
CAPE ANN PERIVALLON FUND
11 Apex Drive, Suite 300A
MARLBOROUGH
MA
MASSACHUSETTS
01752
857-288-1500
DELAWARE
None
CAPE ANN GLOBAL DEVELOPING MARKETS SUSTAINABILITY FUND
Cape Ann Sustainability Fund
Business Trust
true
Jonathan
Neva
Bell
Cape Ann Asset Management Limited
1 Duke's Mews
London
X0
UNITED KINGDOM
W1U 3ET
Director
Executive Officer
Mr. Bell is the Chairman, Chief Investment Officer and Director of Cape Ann Asset Management Limited, the investment manager of the issuer.
John
Francis
Lynch
Cape Ann Asset Management Limited
1 Duke's Mews
London
X0
UNITED KINGDOM
W1U 3ET
Director
Mr. Lynch is a Director of Cape Ann Asset Management Limited, the investment manager of the issuer.
Timothy
John
Linehan
Silchester International Investors, LLP
Time & Life Building, 1 Bruton Street
London
X0
UNITED KINGDOM
W1j 6TL
Director
Mr. Linehan is a Non-Executive Director of Cape Ann Asset Management Limited, the investment manager of the issuer.
Geoffrey
P.
Summers
Cape Ann Asset Management Limited
1 Duke's Mews
London
X0
UNITED KINGDOM
W1U 3ET
Director
Executive Officer
Mr. Summers is the Chief Operating Officer and Director of Cape Ann Asset Management Limited, the investment manager of the Issuer.
Ivana
Vilicnik
c/o Cape Ann Asset Management Limited
1 Duke's Mews
London
X0
UNITED KINGDOM
W1U 3ET
Director
Ms. Vilicnik is a Director of Cape Ann Asset Management Limited, the investment manager of the Issuer.
Pooled Investment Fund
Other Investment Fund
false
Decline to Disclose
- 3C.7
- 06b
- 3C
true
0001567619-23-005598
2021-02-19
true
true
false
0
Indefinite
42205621
Indefinite
The total amount sold and the number of investors do not take withdrawals into consideration.
false
7
0
0
0
Customary advisory fees are paid to the investment manager.
false
CAPE ANN PERIVALLON FUND
/s/ Geoffrey P. Summers
Geoffrey P. Summers
Chief Operating Officer of the Investment Manager
2026-02-27