Form D · Other Investment Fund
GMO Trust on behalf of its series GMO U.S. Opportunistic Value Fund
Boston, MA · CIK 0001963416
Offering snapshot reported Mar 7, 2023 · SEC filing
- Reported sold
- $299M Indefinite offering
- Investors reported
- 6 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Dec 13, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 7, 2023 | Initial | $299,194,854 | No comparison | 6 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-475096
Shares
Source: Form D, filed Mar 7, 2023. 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 |
| Donald Glazer | Director |
| Dina Santoro | Director, Executive |
| Peter Tufano | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
40 Rowes Wharf
Boston, MA, 02110
Boston, MA, 02110