Form D · Other Investment Fund

GMO Trust on behalf of its series GMO Systematic Global Macro Opportunity Fund

Boston, MA · CIK 0001460405

Offering snapshot reported Mar 26, 2015 · SEC filing

Reported sold
$268M
Indefinite offering
Investors reported
16
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 11, 2005
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$134M$268MMar 16, 2010: $23,023,905.00Mar 16, 2010Mar 14, 2011: $25,545,536.00Mar 14, 2011Mar 14, 2012: $43,594,153.00Mar 14, 2012Mar 15, 2013: $43,594,153.00Mar 15, 2013Mar 17, 2014: $43,594,153.00Mar 17, 2014Mar 26, 2015: $267,965,001.00Mar 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$43,594,153 → $267,965,001
  • Reported investors7 → 16

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 26, 2015Amendment$267,965,001$224,370,848vs Mar 17, 201416SEC filing
Mar 17, 2014Amendment$43,594,153$0vs Mar 15, 20137SEC filing
Mar 15, 2013Amendment$43,594,153$0vs Mar 14, 20127SEC filing
Mar 14, 2012Amendment$43,594,153$18,048,617vs Mar 14, 20117SEC filing
Mar 14, 2011Amendment$25,545,536$2,521,631vs Mar 16, 20103SEC filing
Mar 16, 2010Amendment$23,023,905No comparison4SEC 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
021-129284
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
W. Nicholas Thorndike Executive
Peter Tufano Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
40 Rowes Wharf
Boston, MA, 02110