Form D · Other Investment Fund

DWIGHT TARGET 5 FUND

Boston, MA · CIK 0001405008

Offering snapshot reported Mar 5, 2010 · SEC filing

Reported sold
$3.52B
Indefinite offering
Investors reported
64
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Jan 2, 2004
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 5, 2010Amendment$3,519,807,552No comparison64SEC filing
Jun 26, 2007PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
06, 3C.11
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-105268
Total aggregate sales amount is $3,519,807,552.45

Source: Form D, filed Mar 5, 2010. 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.

People and organizations reported in Form D filings
NameReported role
Brian Dillon Executive
Joan R. Gulinello Executive
Mary J. Kirby Director
Karen F. Kupferberg Director
Vincent Manning Executive
Eric L. Marhoun Director
Kathy Nicholl Executive
N/A Old Mutual Asset Management Trust Co Promoter
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