Form D · Other Investment Fund
Aon Hewitt Group Trust
Chicago, IL · CIK 0001496672
Offering snapshot reported Aug 6, 2020 · SEC filing
- Reported sold
- $66.6B Indefinite offering
- Investors reported
- 163 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 29, 2010 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$61,935,686,636 → $66,642,122,307
- Reported investors158 → 163
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 6, 2020 | Amendment | $66,642,122,307 | $4,706,435,671vs Jul 25, 2019 | 163 | SEC filing |
| Jul 25, 2019 | Amendment | $61,935,686,636 | $15,974,934,803vs Jul 25, 2018 | 158 | SEC filing |
| Jul 25, 2018 | Amendment | $45,960,751,833 | $7,808,154,370vs Jul 25, 2017 | 212 | SEC filing |
| Jul 25, 2017 | Amendment | $38,152,597,463 | $6,016,305,054vs Jul 25, 2016 | 127 | SEC filing |
| Jul 25, 2016 | Amendment | $32,136,292,409 | $5,949,844,038vs Jul 24, 2015 | 114 | SEC filing |
| Jul 24, 2015 | Amendment | $26,186,448,371 | $7,493,830,942vs Sep 26, 2014 | 92 | SEC filing |
| Sep 26, 2014 | Amendment | $18,692,617,429 | $6,089,517,270vs Sep 26, 2013 | 74 | SEC filing |
| Sep 26, 2013 | Amendment | $12,603,100,159 | $3,739,001,757vs Sep 26, 2012 | 58 | SEC filing |
| Sep 26, 2012 | Amendment | $8,864,098,402 | $4,816,441,468vs Sep 23, 2011 | 42 | SEC filing |
| Sep 23, 2011 | Amendment | $4,047,656,934 | $3,852,056,934vs Jul 16, 2010 | 21 | SEC filing |
| Jul 16, 2010 | Initial | $195,600,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-145153
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Aon Securities, Inc. | 4138 |
Source: Form D, filed Aug 6, 2020. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
AON HEWITT GROUP TRUST LARGE CAP EQUITY FUND
Investment adviser: AON INVESTMENTS USA INC.
- Gross asset value
- $227K
- Beneficial owners
- 0
- ADV minimum commitment
- $0
Reported in Form ADV on Oct 29, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
ERNST & YOUNG
PCAOB 42
AON SECURITIES LLC
CRD 4138 · SEC 801-106546
Filing source
Form ADV 1574552 · Oct 29, 2021 · Schedule D 7.B.(1), fund 805-6098634981
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A Aon Hewitt Investment Consulting, Inc. | Executive |
| N/A Aon Investment Consulting, Inc. | Promoter |
| N/A Aon Investments Usa Inc. | Executive |
| N/A Bank Of New York Mellon | Executive |
| Clinton Cary | Executive |
| Jack Dyer | Executive |
| N/A Hewitt Ennis Knupp, Inc. | Promoter |
| Craig Pearlman | Executive |
| Terry Ransford | Executive |
| Nicole W. Robertson | Executive |
| Allen Scherlie | Executive |
| James Scott | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60601