Form D · Other Investment Fund

GMO TRUST ON BEHALF OF ITS SERIES GMO SPECIAL PURPOSE HOLDING FUND

Boston, MA · CIK 0001460423

Offering snapshot reported Mar 14, 2011 · SEC filing

Reported sold
$277K
Indefinite offering
Investors reported
15
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 31, 1999
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$152K$305KMar 16, 2009Mar 16, 2010: $304,739.00Mar 16, 2010Mar 14, 2011: $277,035.00Mar 14, 2011

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$304,739 → $277,035
  • Reported investors14 → 15

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 14, 2011Amendment$277,035-$27,704vs Mar 16, 201015SEC filing
Mar 16, 2010Amendment$304,739No comparison14SEC filing
Mar 16, 2009PaperNot reportedNo comparisonNot reported
Mar 16, 2009PaperNot reportedNo comparisonNot reported

Offering details

Securities
Other
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-129282
SHARES

Source: Form D, filed Mar 14, 2011. 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 Executive
Sheppard N. Burnett Executive
Donald W. Glazer Executive
Joseph B. Kittredge Executive
W. Nicholas Thorndike Executive
Peter Tufano Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
40 Rowes Wharf
Boston, MA, 02110