Form D · Other Investment Fund

Mercer Buyout-Ready Fund, a series of Mercer Group Trust

Boston, MA · CIK 0001702993

Offering snapshot reported Jun 17, 2026 · SEC filing

Reported sold
$537M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 1, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$269M$537MJun 17, 2021: $506,098,725.00Jun 17, 2021Jun 17, 2022: $506,098,725.00Jun 17, 2022Jun 16, 2023: $526,398,725.00Jun 16, 2023Jun 17, 2024: $526,398,725.00Jun 17, 2024Jun 17, 2025: $537,070,446.00Jun 17, 2025Jun 17, 2026: $537,070,446.00Jun 17, 2026

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 investors3 → 1

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 17, 2026Amendment$537,070,446$0vs Jun 17, 20251SEC filing
Jun 17, 2025Amendment$537,070,446$10,671,721vs Jun 17, 20243SEC filing
Jun 17, 2024Amendment$526,398,725$0vs Jun 16, 20233SEC filing
Jun 16, 2023Amendment$526,398,725$20,300,000vs Jun 17, 20223SEC filing
Jun 17, 2022Amendment$506,098,725$0vs Jun 17, 20213SEC filing
Jun 17, 2021Amendment$506,098,725No comparisonNot reportedSEC filing
Jun 17, 2020Amendment$450,688,754$0vs Jun 17, 20193SEC filing
Jun 17, 2019Amendment$450,688,754$12,248,751vs Jun 15, 20183SEC filing
Jun 15, 2018Amendment$438,440,003$155,376,706vs Jun 15, 20173SEC filing
Jun 15, 2017Initial$283,063,297No comparison2SEC 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
021-288804

Source: Form D, filed Jun 17, 2026. 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

MERCER BUYOUT-READY FUND

Investment adviser: MERCER INVESTMENTS LLC

Gross asset value
$265M
Beneficial owners
1
ADV minimum commitment
$0

Reported in Form ADV on Aug 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, 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

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Filing source

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1), fund 805-2244999350

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
Janice Desmond Executive
John Johnson Executive
Richard Joseph Executive
N/A Mercer Investment Management, Inc. Promoter
N/A Mercer Investments Llc Executive
Alec Rappaport Executive
John Truschel Executive
Larry Vasquez Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
99 High Street
Boston, MA, 02110