Form D · Other Investment Fund
DWIGHT INTERMEDIATE CORE FUND
Boston, MA · CIK 0001432785
Offering snapshot reported Mar 2, 2012 · SEC filing
- Reported sold
- $3.17B Indefinite offering
- Investors reported
- 31 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Oct 8, 2004 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$2,758,792,634 → $3,174,894,948
- Reported investors23 → 31
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 2, 2012 | Amendment | $3,174,894,948 | $416,102,314vs Mar 4, 2011 | 31 | SEC filing |
| Mar 4, 2011 | Amendment | $2,758,792,634 | $3,313,199vs Mar 4, 2010 | 23 | SEC filing |
| Mar 4, 2010 | Amendment | $2,755,479,435 | No comparison | 23 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06, 3C.11
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-117160
Total aggregate sales amount is $3,174,894,948.18
Collective investment trust interests
Source: Form D, filed Mar 2, 2012. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Brian Dillon | Executive |
| Linda T. Gibson | Director |
| Joan R. Gulinello | Executive |
| Mary J. Kirby | Director |
| Karen F. Kupferberg | Director |
| Eric L. Kupferberg | Director |
| Vincent Manning | Executive |
| Peter L. Marhoun | Director |
| Robert D. Mc Dorman, Jr. | Director |
| Kathy Nicholl | Executive |
| N/A Old Mutual Asset Management Trust Co | Promoter |
| Robert Patterson | Director |
| Ruth E. Paul | Executive |
| Peter L. Rollins | Director |
| Stephen T. Scott | Director |
| David H. Smith | Director |
| Virginia M. Turner | Executive |
| Thomas M. Turpin | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
Old Mutual Asset Management Trust Co 200 Clarendon Street, 52 Nd Floor
Boston, MA, 02116
Boston, MA, 02116