# Mercer Phoenix Investment Portfolio, a series of Mercer Group Trust — Form D/A

Mercer Phoenix Investment Portfolio, a series of Mercer Group Trust of Norwood, MA, a pooled investment fund, filed a Form D amendment with the SEC on 2013-05-22. $394.4M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2013-05-22
- Form: D/A
- Accession: 0001551494-13-000001
- Industry: Pooled Investment Fund
- Exemptions: 06, 3C, 3C.7
- Amount sold: $394.4M
- Investors: 1
- Date of first sale: 2012-05-22
- Security types: fund interests
- SEC file number: 021-179309

## Issuer

- Name: Mercer Phoenix Investment Portfolio, a series of Mercer Group Trust
- CIK: 0001551494
- Entity type: Other
- Jurisdiction: NEW HAMPSHIRE
- Incorporated: 2012
- Address: One Investors Way, Norwood, MA, 02062
- Phone: 857-362-2000

## Officers, directors & promoters (12)

| Name | Role | Location |
| --- | --- | --- |
| Wil Berglund | Executive Officer | Boston, MA |
| John Johnson | Executive Officer | Chanhassen, MN |
| n/a Mercer Investments LLC | Executive Officer | St. Louis, MO |
| Larry Vasquez | Executive Officer | Boston, MA |
| Richard Joseph | Executive Officer | Boston, MA |
| Tom Murphy | Executive Officer | Wellesley Hills, MA |
| Alec Rapaport | Executive Officer | WILTON, CT |
| n/a Mercer Investment Management, Inc. | 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 |
| Christopher Ray | Executive Officer | Boston, MA |

## Other filings by this issuer (11)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2023-05-26](https://search.stillhousedata.com/formd/0001526735-23-000006) | D/A | — | $464.7M |
| [2022-05-26](https://search.stillhousedata.com/formd/0001812296-22-000002) | D/A | — | $464.7M |
| [2021-05-26](https://search.stillhousedata.com/formd/0001474507-21-000006) | D/A | — | $464.7M |
| [2020-05-26](https://search.stillhousedata.com/formd/0001551494-20-000001) | D/A | — | $443.8M |
| [2019-05-23](https://search.stillhousedata.com/formd/0001551494-19-000001) | D/A | — | $442.3M |
| [2018-05-23](https://search.stillhousedata.com/formd/0001551494-18-000001) | D/A | — | $442.3M |
| [2017-05-23](https://search.stillhousedata.com/formd/0001551494-17-000001) | D/A | — | $426.8M |
| [2016-05-23](https://search.stillhousedata.com/formd/0001551494-16-000002) | D/A | — | $500.5M |
| [2015-05-21](https://search.stillhousedata.com/formd/0001551494-15-000001) | D/A | — | $482.9M |
| [2014-05-22](https://search.stillhousedata.com/formd/0001551494-14-000001) | D/A | — | $399.2M |
| [2012-06-06](https://search.stillhousedata.com/formd/0001551494-12-000001) | D | — | $390.0M |

## More

- [CIK 1551494 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1551494&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001551494-13-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.