Form D · Hedge Fund

GT Insurance, LP

Memphis, TN · CIK 0001504514

Offering snapshot reported Jul 29, 2022 · SEC filing

Reported sold: $37.9M
Investors reported: 3
Minimum accepted: $300K
First sale: Jan 1, 2015

Fundraising history

Reported sold

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$37,375,803 → $37,893,452

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 29, 2022	Amendment	$37,893,452	$517,649vs Jul 30, 2021	3	SEC filing
Jul 30, 2021	Amendment	$37,375,803	No comparison	Not reported	SEC filing
Jan 15, 2021	Amendment	$37,170,429	$747,491vs Jan 17, 2020	2	SEC filing
Jan 17, 2020	Amendment	$36,422,938	$4,820,932vs Jan 17, 2019	2	SEC filing
Jan 17, 2019	Amendment	$31,602,006	$778,740vs Jan 17, 2018	2	SEC filing
Jan 17, 2018	Amendment	$30,823,266	$1,931,294vs Jan 17, 2017	2	SEC filing
Jan 17, 2017	Amendment	$28,891,972	$4,874,507vs Jan 15, 2016	2	SEC filing
Jan 15, 2016	Amendment	$24,017,465	$17,617,465vs Jan 15, 2015	2	SEC filing
Jan 15, 2015	Amendment	$6,400,000	No comparison	1	SEC filing
Nov 8, 2010	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-150147

Source: Form D, filed Jul 29, 2022. 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 INSURANCE, LP

Investment adviser: GERBER/TAYLOR MANAGEMENT LLC

Gross asset value: $55.2M
Beneficial owners: 32
ADV minimum commitment: $0

Reported in Form ADV on Jul 1, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS CHATTANOOGA, Tennessee, United States

Custodian TRUIST BANK MEMPHIS, Tennessee, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ELLIOTT DAVIS
PCAOB 149

TRUIST BANK
LEI JJKC32MCHWDI71265Z06

Filing source

Form ADV 1867122 · Jul 1, 2024 · Schedule D 7.B.(1), fund 805-9350096704

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
GT Insurance, LP (this fund)	Jul 29, 2022	$37,893,452	3
GT Insurance II, LP	Jul 29, 2022	$21,270,000	1

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
Name	Reported role
Mary C. Cornpropst	Executive
Michael J. Douglass	Executive
David G. East	Executive
Charles C. Gerber	Executive
N/A Gerber/Taylor Management Company	Executive
N/A Gerber/Taylor Management Llc	Executive
Darren Kearns	Executive
Simone T. Meeks	Executive
William E. Pickens	Executive
Robert Andrew Taylor	Executive
Andrew Taylor	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

40 S. Main Street Suite 1900
Memphis, TN, 38103