# NEPC US Small Cap Equity Series — Form D

NEPC US Small Cap Equity Series of WOBURN, MA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2023-11-14. $19.3M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2023-11-14
- Form: D
- Accession: 0002000922-23-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $19.3M
- Investors: 3
- Date of first sale: 2023-06-30
- Security types: fund interests
- SEC file number: 021-497194

## Issuer

- Name: NEPC US Small Cap Equity Series
- CIK: 0002000922
- Entity type: Other
- Jurisdiction: DELAWARE
- Incorporated: 2023
- Address: C/O GLOBAL TRUST COMPANY 12 GILL STREET, SUITE 2600, WOBURN, MA, 01801
- Phone: 781.932.4010

## Officers, directors & promoters (4)

| Name | Role | Location |
| --- | --- | --- |
| - - Global Trust Company | Promoter | Woburn, MA |
| - - Global Trust Company | Director | Woburn, MA |
| - - Global Trust Company | Related Person | Woburn, MA |
| - - NEPC, LLC | Promoter | Woburn, MA |

## Other filings by this issuer (4)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-04-22](https://search.stillhousedata.com/formd/0002000922-26-000001) | D/A | — | $277.9M |
| [2025-07-15](https://search.stillhousedata.com/formd/0002000922-25-000003) | D/A | — | $278.1M |
| [2024-04-19](https://search.stillhousedata.com/formd/0002000922-24-000001) | D/A | — | $266.7M |
| [2024-04-17](https://search.stillhousedata.com/formd/0001977984-24-000003) | D/A | — | $266.7M |

## More

- [CIK 2000922 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2000922&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002000922-23-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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