Metis Equity Trust- Metis Global Micro Cap Portfolio — Form D

Metis Equity Trust- Metis Global Micro Cap Portfolio of SAN DIEGO, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2018-03-20. $7.3M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2018-03-20
Form: D
Accession: 0001734949-18-000001
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.1
Amount sold: $7.3M
Minimum investment: $1.0M
Investors: 2
Date of first sale: 2015-10-01
Security types: fund interests
SEC file number: 021-308124

Issuer

Name: Metis Equity Trust- Metis Global Micro Cap Portfolio
CIK: 0001734949
Entity type: Business Trust
Jurisdiction: DELAWARE
Incorporated: 2015
Address: 501 W. BROADWAY, SUITE 710, SAN DIEGO, CA, 92101
Phone: 8584363031

Officers, directors & promoters (1)

Name	Role	Location
Machel Allen	Executive Officer	SAN DIEGO, CA

Other filings by this issuer (7)

Filed	Form	Offering	Sold
2025-05-14	D/A	—	$25.7M
2024-05-15	D/A	—	$25.2M
2023-05-16	D/A	—	$22.0M
2022-05-24	D/A	—	$8.3M
2021-06-04	D/A	—	$8.0M
2020-05-26	D/A	—	$4.4M
2019-05-31	D/A	—	$7.6M

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