Form D · Other Investment Fund
Mercer OfficeMax Salaried Investment Portfolio, a series of Mercer Group Trust
Boston, MA · CIK 0001709384
Offering snapshot reported Jun 16, 2023 · SEC filing
- Reported sold
- $408M 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 soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 16, 2023 | Amendment | $408,164,696 | $0vs Jun 17, 2022 | 1 | SEC filing |
| Jun 17, 2022 | Amendment | $408,164,696 | $0vs Jun 17, 2021 | 1 | SEC filing |
| Jun 17, 2021 | Amendment | $408,164,696 | No comparison | Not reported | SEC filing |
| Jun 17, 2020 | Amendment | $408,164,696 | $15,550,000vs Jun 17, 2019 | 1 | SEC filing |
| Jun 17, 2019 | Amendment | $392,614,696 | $3,000,000vs Jun 15, 2018 | 1 | SEC filing |
| Jun 15, 2018 | Amendment | $389,614,696 | $290,714,696vs Jun 15, 2017 | 1 | SEC filing |
| Jun 15, 2017 | Initial | $98,900,000 | No comparison | 1 | 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
- 021-288807
Source: Form D, filed Jun 16, 2023. 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.
| Name | Reported 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:Boston, MA, 02110