Form D · Hedge Fund

GT INSTITUTIONAL INVESTORS, L.P.

Memphis, TN · CIK 0001461088

Offering snapshot reported Mar 12, 2014 · SEC filing

Reported sold
$40.1M
Indefinite offering
Investors reported
55
Form D · investor count
Minimum accepted
$30K
Reported outside-investor minimum
First sale
Jul 1, 1997
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$20.1M$40.1MMar 10, 2010: $39,828,481.00Mar 10, 2010Mar 10, 2011: $39,952,993.00Mar 10, 2011Mar 12, 2012: $40,007,304.00Mar 12, 2012Mar 12, 2013: $40,008,237.00Mar 12, 2013Mar 12, 2014: $40,130,680.00Mar 12, 2014

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$40,008,237 → $40,130,680
  • Reported investors54 → 55

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 12, 2014Amendment$40,130,680$122,443vs Mar 12, 201355SEC filing
Mar 12, 2013Amendment$40,008,237$933vs Mar 12, 201254SEC filing
Mar 12, 2012Amendment$40,007,304$54,311vs Mar 10, 201154SEC filing
Mar 10, 2011Amendment$39,952,993$124,512vs Mar 10, 201054SEC filing
Mar 10, 2010Amendment$39,828,481No comparison52SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-129736

Source: Form D, filed Mar 12, 2014. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

GT INSTITUTIONAL INVESTORS, L.P.

Investment adviser: GERBER/TAYLOR MANAGEMENT LLC

Gross asset value
$5.8M
Beneficial owners
15
ADV minimum commitment
$0

Reported in Form ADV on Jul 20, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ELLIOTT DAVIS DECCOSIMO CHATTANOOGA, Tennessee, United States
Custodian SUNTRUST BANK MEMPHIS, Tennessee, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1030565 · Jul 20, 2016 · Schedule D 7.B.(1), fund 805-6940854697

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Michael J. Douglass Executive
David G. East Executive
Charles C. Gerber Executive
Simone T. Meeks Executive
William E. Pickens Executive
Robert Andrew Taylor Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Gerber Taylor Mgmt Co One Commerce Square, Suite 1900
Memphis, TN, 38103