Form D · Other Investment Fund

Metis Equity Trust- Metis US Equity Index Portfolio

San Diego, CA · CIK 0001844455

Offering snapshot reported May 14, 2025 · SEC filing

Reported sold: $455M
Investors reported: 32
Minimum accepted: $1M
First sale: Feb 1, 2021

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$372,732,777 → $455,135,284
Reported investors27 → 32

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 14, 2025	Amendment	$455,135,284	$82,402,507vs May 15, 2024	32	SEC filing
May 15, 2024	Amendment	$372,732,777	$11,281,784vs May 16, 2023	27	SEC filing
May 16, 2023	Amendment	$361,450,993	$81,594,197vs May 24, 2022	25	SEC filing
May 24, 2022	Amendment	$279,856,796	-$24,773,685vs Jan 25, 2022	19	SEC filing
Jan 25, 2022	Amendment	$304,630,481	$249,384,533vs Jun 4, 2021	17	SEC filing
Jun 4, 2021	Amendment	$55,245,948	No comparison	Not reported	SEC filing
Feb 8, 2021	Initial	$25,000,000	No comparison	3	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: 021-388749

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 US EQUITY INDEX PORTFOLIO

Investment adviser: METIS GLOBAL PARTNERS, LLC

Gross asset value: $496M
Beneficial owners: 26
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 805-3149617027

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