Form D · Other Investment Fund

GMO TRUST ON BEHALF OF ITS SERIES GMO WORLD OPPORTUNITY OVERLAY FUND

Boston, MA · CIK 0001460424

Offering snapshot reported Mar 31, 2016 · SEC filing

Reported sold
$848M
Indefinite offering
Investors reported
17
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 16, 2005
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$464M$929MMar 16, 2009Mar 16, 2010: $928,614,705.00Mar 14, 2011: $850,196,926.00Mar 14, 2012: $845,939,700.00Mar 15, 2013: $845,939,700.00Mar 17, 2014: $845,939,700.00Mar 26, 2015: $845,939,700.00Mar 31, 2016: $848,389,871.00Mar 31, 2016

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$845,939,700 → $848,389,871
  • Reported investors16 → 17

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 31, 2016Amendment$848,389,871$2,450,171vs Mar 26, 201517SEC filing
Mar 26, 2015Amendment$845,939,700$0vs Mar 17, 201416SEC filing
Mar 17, 2014Amendment$845,939,700$0vs Mar 15, 201316SEC filing
Mar 15, 2013Amendment$845,939,700$0vs Mar 14, 201216SEC filing
Mar 14, 2012Amendment$845,939,700-$4,257,226vs Mar 14, 201116SEC filing
Mar 14, 2011Amendment$850,196,926-$78,417,779vs Mar 16, 201011SEC filing
Mar 16, 2010Amendment$928,614,705No comparison12SEC filing
Mar 16, 2009PaperNot reportedNo comparisonNot reported

Offering details

Securities
Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-129281
SHARES

Source: Form D, filed Mar 31, 2016. 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 Throndike Executive
Peter Tufano Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
40 Rowes Wharf
Boston, MA, 02110