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 2017-05-23. $426.8M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2017-05-23
- Form: D/A
- Accession: 0001551494-17-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $426.8M
- 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 |
|---|
| 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 |
| Wil Berglund | Executive Officer | Boston, MA |
| Christopher Ray | Executive Officer | Boston, MA |
Other filings by this issuer (11)
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