# Analytic U.S. Low Volatility Fund — Form D/A

Analytic U.S. Low Volatility Fund of BOSTON, MA, a pooled investment fund, filed a Form D amendment with the SEC on 2012-10-22. $33.5M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2012-10-22
- Form: D/A
- Accession: 0001140361-12-044277
- Industry: Pooled Investment Fund
- Exemptions: 06, 3C.1, 3C.7
- Amount sold: $33.5M
- Minimum investment: $5.0M
- Investors: 5
- Date of first sale: 2011-06-01
- Security types: fund interests
- SEC file number: 021-161150

## Issuer

- Name: Analytic U.S. Low Volatility Fund
- CIK: 0001522754
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2011
- Address: OLD MUTUAL ASSET MANAGEMENT TRUST CO, BOSTON, MA, 02116
- Phone: 617-369-7300

## Officers, directors & promoters (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| David H Smith | Director | Norwalk, CT |
| Linda T Gibson | Director | Boston, MA |
| Virginia M Turner | Executive Officer | Boston, MA |
| Brian M Dillon | Executive Officer | Boston, MA |
| n/a Old Mutual Asset Management Trust Co | Promoter | Boston, MA |
| Karen F Kupferberg | Director | Boston, MA |
| Robert D McDorman, Jr. | Director | Boston, MA |
| Stephen T Scott | Director | Boston, MA |
| Vincent Manning | Executive Officer | Boston, MA |
| Peter L Rollins | Director | Boston, MA |
| Neal R Garvey | Executive Officer | Boston, MA |
| Robert E Patterson | Director | Boston, MA |
| Ruth E Paul | Executive Officer | Boston, MA |
| Mary J Kirby | Director | Boston, MA |
| Joan R Gulinello | Executive Officer | Boston, MA |
| Linda T. Gibson | Director | Boston, MA |
| Joan R. Gulinello | Executive Officer | Boston, MA |
| Virginia M. Turner | Executive Officer | Boston, MA |
| Karen F. Kupferberg | Director | Boston, MA |
| Robert E. Patterson | Director | Boston, MA |
| Stephen T. Scott | Director | Boston, MA |
| Peter L. Rollins | Director | Boston, MA |
| Brian M. Dillon | Executive Officer | Boston, MA |
| David H. Smith | Director | Boston, MA |
| Neal R. Garvey | Executive Officer | Boston, MA |

## Other filings by this issuer (5)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2012-10-31](https://search.stillhousedata.com/formd/0001140361-12-045059) | D/A | — | $41.5M |
| [2012-07-16](https://search.stillhousedata.com/formd/0001140361-12-033185) | D/A | — | $21.3M |
| [2012-06-13](https://search.stillhousedata.com/formd/0001140361-12-029730) | D/A | — | $19.3M |
| [2011-10-12](https://search.stillhousedata.com/formd/0001140361-11-049154) | D/A | — | $19.3M |
| [2011-06-13](https://search.stillhousedata.com/formd/0001140361-11-032550) | D | — | $5.0M |

## More

- [CIK 1522754 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1522754&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001140361-12-044277.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.