Form D · Hedge Fund

O'Connor Global Merger Arbitrage Ltd

Camana Bay, Grand Cayman, E9 · CIK 0001643061

Offering snapshot reported May 28, 2026 · SEC filing

Reported sold
$410M
Indefinite offering
Investors reported
1,083
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$205M$410MJun 1, 2021: $339,220,997.00Jun 1, 2021Jun 1, 2022: $389,690,472.00Jun 1, 2022Jun 1, 2023: $401,855,170.00Jun 1, 2023Jun 3, 2024: $405,620,170.00Jun 3, 2024Jun 3, 2025: $409,020,170.00Jun 3, 2025May 28, 2026: $410,180,170.00May 28, 2026

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$409,020,170 → $410,180,170
  • Reported investors1,079 → 1,083

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 28, 2026Amendment$410,180,170$1,160,000vs Jun 3, 20251,083SEC filing
Jun 3, 2025Amendment$409,020,170$3,400,000vs Jun 3, 20241,079SEC filing
Jun 3, 2024Amendment$405,620,170$3,765,000vs Jun 1, 20231,069SEC filing
Jun 1, 2023Amendment$401,855,170$12,164,698vs Jun 1, 20221,053SEC filing
Jun 1, 2022Amendment$389,690,472$50,469,475vs Jun 1, 20211,017SEC filing
Jun 1, 2021Amendment$339,220,997No comparisonNot reportedSEC filing
May 29, 2020Amendment$258,846,963$81,404,329vs May 29, 2019631SEC filing
May 29, 2019Amendment$177,442,634$25,895,289vs Mar 1, 2019412SEC filing
Mar 1, 2019Amendment$151,547,345$20,428,000vs Jul 17, 2018340SEC filing
Jul 17, 2018Amendment$131,119,345$63,499,345vs Jul 17, 2017276SEC filing
Jul 17, 2017Amendment$67,620,000$14,570,000vs Jul 15, 201653SEC filing
Jul 15, 2016Amendment$53,050,000$52,250,000vs Jul 15, 20156SEC filing
Jul 15, 2015Amendment$800,000$250,000vs May 26, 20153SEC filing
May 26, 2015Initial$550,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$19.4M (estimated)
Finders' fees
$0
Form D file number
021-240514
Includes only securities sold to U.S. investors by the Issuer in reliance on Regulation D (e.g., excludes securities sold to non-U.S. investors in reliance on Regulation S).

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
UBS Financial Services Inc.8174
UBS Asset Management (US) Inc.583
Cantor Fitzgerald & Co.134

Source: Form D, filed May 28, 2026. 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.

People and organizations reported in Form D filings
NameReported role
Connor Burke Executive
N/A Cantor Fitzgerald, L.P. Executive
Leanne Golding Director
George Halaby Director
N/A O'connor, A Distinct Business Unit Of Ubs Asset Management (Americas) Llc Executive
N/A O'connor Alternative Investments, Llc Executive
Cassandra Powell Director
Darren Stainrod Director
Jennifer Thomson Director
N Ubs O'connor Llc Promoter
N/A Ubs O'connor Llc Executive
William E.J. Walmsley Director
Joseph C. Workman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Ogier Global (Cayman) Limited 89 Nexus Way
Camana Bay, Grand Cayman, E9, KY1-9009