Form D · Other Investment Fund
DWIGHT INTERMEDIATE CORE PLUS FUND
Boston, MA · CIK 0001405010
Offering snapshot reported Mar 2, 2012 · SEC filing
- Reported sold
- $1.1B Indefinite offering
- Investors reported
- 26 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Jan 2, 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$1,079,299,575 → $1,100,306,146
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 2, 2012 | Amendment | $1,100,306,146 | $21,006,571vs Mar 4, 2011 | 26 | SEC filing |
| Mar 4, 2011 | Amendment | $1,079,299,575 | $0vs Mar 5, 2010 | 26 | SEC filing |
| Mar 5, 2010 | Amendment | $1,079,299,575 | No comparison | 26 | SEC filing |
| Jun 26, 2007 | Paper | Not reported | No comparison | Not reported | 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
- 021-105267
Total aggregate sales amount is $1,100,306,146.76
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 |
| Vincent Manning | Executive |
| Eric 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, 52nd Floor
Boston, MA, 02116
Boston, MA, 02116