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SEC Form D · Amendment · filed May 23, 2016

Mercer Phoenix Investment Portfolio, a series of Mercer Group Trust

Offering
—
Sold
$500.5M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
Norwood, MA
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (15)

Richard Joseph · Boston, MAExecLarry Vasquez · Boston, MAExecJohn Johnson · Boston, MAExecManny Weiss · Boston, MAExecMercer Investment Management, Inc · St. Louis, MOPromoterDavid F. Haas · New York, NYExecEdward K. Shaw · Denver, COExecSimon G. Edwards · Grand Cayman, Cayman IslandsExecGina T. Fundaro · Pontiac, MIExecMercer Investment Management, Inc · St. Louis, MOPromoterCarla M. Rolinc · New York, NYExecScott Trease · Matthews, NCExecJ. T. Haahr · Sioux Falls, SDExecIsaac N. Wells · Seattle, WAExecMercer Investment Management, Inc · Boston, MAPromoter

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗