Form D · Other Investment Fund

MCBT Opportunistic EAFE Fund, a series of Martin Currie Business Trust

Edinburgh, Scotland, X0 · CIK 0001493991

Offering snapshot reported Jul 30, 2014 · SEC filing

Reported sold
$192M
Indefinite offering
Investors reported
62
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jul 1, 1994
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$96M$192MAug 17, 2010: $10,980,791.00Aug 17, 2010Aug 17, 2011: $190,852,073.00Aug 17, 2011Aug 15, 2012: $190,852,073.00Aug 15, 2012Aug 15, 2013: $191,756,284.00Aug 15, 2013Jul 30, 2014: $191,977,956.00Jul 30, 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$191,756,284 → $191,977,956

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 30, 2014Amendment$191,977,956$221,672vs Aug 15, 201362SEC filing
Aug 15, 2013Amendment$191,756,284$904,211vs Aug 15, 201262SEC filing
Aug 15, 2012Amendment$190,852,073$0vs Aug 17, 201162SEC filing
Aug 17, 2011Amendment$190,852,073$179,871,282vs Aug 17, 201062SEC filing
Aug 17, 2010Initial$10,980,791No comparison62SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-146526

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
MARTIN CURRIE INVESTOR SERVICES, INC.39256

Source: Form D, filed Jul 30, 2014. 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
Nigel Anderson Executive
Ralph M. Campbell Executive
Simon D. Eccles Director
John W. Everets Director
Paul Evitt Executive
Timothy J.D. Hall Director, Executive
Gary Logan Executive
Anthony Mcateer Executive
Jamie Skinner Director, Executive
Grant Spence Executive
Patrick R. Wilmerding Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Martin Currie, Inc. Saltire Court, 20 Castle Terrace
Edinburgh, Scotland, X0, EH1 2ES