Form D · Other Investment Fund

GMO TRUST ON BEHALF OF ITS SERIES GMO BENCHMARK-FREE FUND

Boston, MA · CIK 0001521632

Offering snapshot reported Mar 26, 2015 · SEC filing

Reported sold
$4.48B
Indefinite offering
Investors reported
98
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 15, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.24B$4.48BJun 23, 2011: $777,647,033.00Jun 23, 2011Mar 14, 2012: $3,602,677,867.00Mar 14, 2012Mar 15, 2013: $3,762,839,586.00Mar 15, 2013Mar 17, 2014: $3,802,789,199.00Mar 17, 2014Mar 26, 2015: $4,481,010,786.00Mar 26, 2015

Dates 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$3,802,789,199 → $4,481,010,786
  • Reported investors78 → 98

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 26, 2015Amendment$4,481,010,786$678,221,587vs Mar 17, 201498SEC filing
Mar 17, 2014Amendment$3,802,789,199$39,949,613vs Mar 15, 201378SEC filing
Mar 15, 2013Amendment$3,762,839,586$160,161,719vs Mar 14, 201278SEC filing
Mar 14, 2012Amendment$3,602,677,867$2,825,030,834vs Jun 23, 201177SEC filing
Jun 23, 2011Initial$777,647,033No comparison11SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-161751
SHARES

Source: Form D, filed Mar 26, 2015. 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
Paul Braverman Director
Sheppard N. Burnett Executive
Donald W. Glazer Director
Joseph B. Kittredge Executive
Peter Tufano Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
40 Rowes Wharf
Boston, MA, 02110