Form D · Other Investment Fund
GMO Trust on behalf of its series GMO Debt Opportunities Fund
Boston, MA · CIK 0001487163
Offering snapshot reported Mar 17, 2014 · SEC filing
- Reported sold
- $176M Indefinite offering
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 3, 2011 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$173,737,006 → $176,456,086
- Reported investors13 → 14
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 17, 2014 | Amendment | $176,456,086 | $2,719,080vs Mar 15, 2013 | 14 | SEC filing |
| Mar 15, 2013 | Amendment | $173,737,006 | $1,842,108vs Mar 14, 2012 | 13 | SEC filing |
| Mar 14, 2012 | Amendment | $171,894,898 | No comparison | 6 | SEC filing |
| Mar 14, 2011 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 14, 2011 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 16, 2010 | Initial | Yet to sell | No comparison | 0 | SEC 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
- 021-139671
SHARES
Source: Form D, filed Mar 17, 2014. 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 |
|---|---|
| Paul Braverman | Director |
| Sheppard N. Burnett | Executive |
| Donald W. Glazer | Director |
| Joseph B. Kittredge | Executive |
| W. Nicholas Thorndike | Executive |
| Peter Tufano | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
40 Rowes Wharf
Boston, MA, 02110
Boston, MA, 02110