Mercer Phoenix Investment Portfolio, a series of Mercer Group Trust
Industry: Pooled Investment Fund (See others in industry)
Address:
One Investors Way
Norwood, MA, 02062
Phone: 857-362-2000
Norwood, MA, 02062
Phone: 857-362-2000
Filings
| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2023-05-26 | Amended | $464,664,796 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2022-05-26 | Amended | $464,664,796 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2021-05-26 | Amended | $464,664,796 | $0 | Other | SEC link | |
| 2020-05-26 | Amended | $443,762,702 | $1,434,608 | Other | 06b 3C 3C.7 | SEC link |
| 2019-05-23 | Amended | $442,328,094 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2018-05-23 | Amended | $442,328,094 | $15,563,266 | Other | 06b 3C 3C.7 | SEC link |
| 2017-05-23 | Amended | $426,764,828 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2016-05-23 | Amended | $500,463,462 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2015-05-21 | Amended | $482,920,022 | $27,556,316 | Other | 06b 3C 3C.7 | SEC link |
| 2014-05-22 | Amended | $399,208,512 | $4,785,000 | Other | 06b 3C 3C.7 | SEC link |
| 2013-05-22 | Amended | $394,423,512 | $4,423,512 | Other | 06 3C 3C.7 | SEC link |
| 2012-06-06 | New | $390,000,000 | $390,000,000 | Other | 06 3C 3C.7 | SEC link |
Directors and Executives (Current and Past)
| Name | Role |
|---|---|
| Wil Berglund | Executive |
| John Johnson | Executive |
| Richard Joseph | Executive |
| N/A Mercer Investment Management, Inc. | Executive |
| N/A Mercer Investments Llc | Executive |
| Tom Murphy | Executive |
| Alec Rapaport | Executive |
| Christopher Ray | Executive |
| John Truschel | Executive |
| Larry Vasquez | Executive |
| Manny Weiss | Executive |