Form D · Other Investment Fund

Metis Equity Trust- Metis Emerging Markets Equity Portfolio

San Diego, CA · CIK 0001844431

Offering snapshot reported May 13, 2025 · SEC filing

Reported sold: $176M
Investors reported: 6
Minimum accepted: $1M
First sale: Sep 1, 2023

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$137,790,194 → $176,428,198

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 13, 2025	Amendment	$176,428,198	$38,638,004vs May 14, 2024	6	SEC filing
May 14, 2024	Amendment	$137,790,194	$57,797,032vs Sep 5, 2023	6	SEC filing
Sep 5, 2023	Initial	$79,993,162	No comparison	2	SEC filing

Offering details

Securities: Equity, 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: 021-491318

Source: Form D, filed May 13, 2025. 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

METIS EQUITY TRUST- METIS EMERGING MARKETS EQUITY PORTFOLIO

Investment adviser: METIS GLOBAL PARTNERS, LLC

Gross asset value: $275M
Beneficial owners: 5
ADV minimum commitment: $1M

Reported in Form ADV on May 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor WEAVER LOS ANGELES, California, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, 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

WEAVER
PCAOB 410

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Filing source

Form ADV 2105479 · May 13, 2026 · Schedule D 7.B.(1), fund 805-6241933579

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
Name	Reported role
Machel Allen	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

501 W. Broadway Suite 710
San Diego, CA, 92101