# Mercer Sonoco Investment Fund, a series of Mercer Group Trust — Form D/A

Mercer Sonoco Investment Fund, a series of Mercer Group Trust of Norwood, MA, a pooled investment fund, filed a Form D amendment with the SEC on 2023-05-26. $1.3B was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2023-05-26
- Form: D/A
- Accession: 0001526735-23-000007
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $1.3B
- Investors: 1
- Date of first sale: 2015-02-24
- Security types: fund interests
- SEC file number: 021-235575

## Issuer

- Name: Mercer Sonoco Investment Fund, a series of Mercer Group Trust
- CIK: 0001635715
- Entity type: Other
- Jurisdiction: NEW HAMPSHIRE
- Incorporated: 2015
- Address: One Investors Way, Norwood, MA, 02062
- Phone: 857-362-2000

## Officers, directors & promoters (10)

| Name | Role | Location |
| --- | --- | --- |
| Richard Joseph | Executive Officer | Boston, MA |
| n/a Mercer Investments LLC | Executive Officer | St. Louis, MO |
| Larry Vasquez | Executive Officer | Boston, MA |
| John Kirby | Executive Officer | West Chester, PA |
| John Johnson | Executive Officer | Chanhassen, MN |
| Tom Murphy | Executive Officer | Wellesley Hills, MA |
| Janice Desmond | Executive Officer | Boston, MA |
| n/a Mercer Investment Management, Inc. | Promoter | Boston, MA |
| John Truschel | Executive Officer | Boston, MA |
| Manny Weiss | Executive Officer | Boston, MA |

## Other filings by this issuer (10)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2022-05-26](https://search.stillhousedata.com/formd/0001376390-22-000002) | D/A | — | $1.3B |
| [2021-05-26](https://search.stillhousedata.com/formd/0001376390-21-000003) | D/A | — | $1.3B |
| [2020-05-26](https://search.stillhousedata.com/formd/0001635715-20-000001) | D/A | — | $1.3B |
| [2020-03-13](https://search.stillhousedata.com/formd/0001329083-20-000002) | D/A | — | $1.3B |
| [2019-03-14](https://search.stillhousedata.com/formd/0001635715-19-000001) | D/A | — | $1.1B |
| [2018-03-14](https://search.stillhousedata.com/formd/0001635715-18-000001) | D/A | — | $1.1B |
| [2017-03-14](https://search.stillhousedata.com/formd/0001635715-17-000001) | D/A | — | $1.0B |
| [2016-03-14](https://search.stillhousedata.com/formd/0001635715-16-000004) | D/A | — | $966.9M |
| [2015-03-13](https://search.stillhousedata.com/formd/0001635715-15-000003) | D/A | — | $961.3M |
| [2015-03-10](https://search.stillhousedata.com/formd/0001635715-15-000001) | D | — | $961.3M |

## More

- [CIK 1635715 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1635715&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001526735-23-000007.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.
