Form D · Other Investment Fund
Metis Equity Trust - Metis Emerging Markets Small Cap Portfolio
San Diego, CA · CIK 0001601296
Offering snapshot reported May 14, 2025 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 14, 2025 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| May 15, 2024 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| May 16, 2023 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| May 24, 2022 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jun 4, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| May 26, 2020 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| May 31, 2019 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 20, 2018 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Apr 1, 2014 | Initial | Yet to sell | No comparison | 0 | 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
- 021-214628
Source: Form D, filed May 14, 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 SMALL CAP PORTFOLIO
Investment adviser: METIS GLOBAL PARTNERS, LLC
- Gross asset value
- $0
- Beneficial owners
- 0
- 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
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502
Filing source
Form ADV 2105479 · May 13, 2026 · Schedule D 7.B.(1), fund 805-9639367673
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.
| Name | Reported role |
|---|---|
| Machel Allen | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Diego, CA, 92101