New Treasurer Takes Helm at Lazard Income Fund with Zero Initial Holdings
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
Form 3 Initial Statement of Beneficial Ownership filed for Lazard Global Total Return & Income Fund (LGI) on June 28, 2025, reporting the beneficial ownership status of Fundo Ariona Cerma, who serves as Treasurer of the fund.
Key details:
- Reporting Person: Fundo Ariona Cerma, located at 30 Rockefeller Plaza, New York, NY
- Event Date: June 24, 2025
- Position: Officer (Treasurer)
- Filing Type: Individual filing
Notable disclosure: The filing indicates that the reporting person owns no securities beneficially, either directly or indirectly, including both non-derivative and derivative securities. This initial statement establishes a baseline for future ownership reporting requirements under Section 16(a) of the Securities Exchange Act of 1934.
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FAQ
Who is the new Treasurer appointed at LGI (Lazard Global Total Return & Income Fund) in June 2025?
Fundo Ariona Cerma was appointed as Treasurer of LGI (Lazard Global Total Return & Income Fund), as reported in a Form 3 filing dated June 28, 2025. The appointment was effective as of June 24, 2025.
What is the business address of LGI's new Treasurer appointed in June 2025?
The business address of LGI's new Treasurer is 30 Rockefeller Plaza, New York, NY 10112, as disclosed in the Form 3 filing.
What type of ownership filing did LGI's new Treasurer submit in June 2025?
The new Treasurer submitted a Form 3 (Initial Statement of Beneficial Ownership of Securities), which was filed individually (not as a group filing) pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940.