Form D · Other Investment Fund

Metis Equity Trust - Metis Global Equity Portfolio

San Diego, CA · CIK 0001601666

Offering snapshot reported May 14, 2025 · SEC filing

Reported sold
$574K
Indefinite offering
Investors reported
16
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jan 2, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$608K$1.22MApr 1, 2014Mar 20, 2018: $1,215,226.00May 31, 2019: $1,056,720.00May 26, 2020: $747,466.00Jun 4, 2021: $500,790.00May 24, 2022: $508,297.00May 16, 2023: $493,478.00May 15, 2024: $571,351.00May 14, 2025: $573,903.00May 14, 2025

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$571,351 → $573,903

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 14, 2025Amendment$573,903$2,552vs May 15, 202416SEC filing
May 15, 2024Amendment$571,351$77,873vs May 16, 202316SEC filing
May 16, 2023Amendment$493,478-$14,819vs May 24, 202216SEC filing
May 24, 2022Amendment$508,297$7,507vs Jun 4, 202116SEC filing
Jun 4, 2021Amendment$500,790-$246,676vs May 26, 202015SEC filing
May 26, 2020Amendment$747,466-$309,254vs May 31, 201915SEC filing
May 31, 2019Amendment$1,056,720-$158,506vs Mar 20, 201815SEC filing
Mar 20, 2018Amendment$1,215,226No comparison10SEC filing
Apr 1, 2014InitialYet to sellNo comparison0SEC 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
021-214627

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 GLOBAL EQUITY PORTFOLIO

Investment adviser: METIS GLOBAL PARTNERS, LLC

Gross asset value
$778K
Beneficial owners
8
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
Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No
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 805-7594634256

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
Machel Allen Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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