Form D · Other Investment Fund

Mercer Active Long Corporate Investment Portfolio, a series of Mercer Group Trust

Boston, MA · CIK 0001526735

Offering snapshot reported May 28, 2026 · SEC filing

Reported sold
$18B
Indefinite offering
Investors reported
216
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 12, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.98B$18BJul 28, 2011: $12,150,000.00Jul 28, 2011May 22, 2012: $429,990,459.00May 22, 2013: $1,175,405,735.00May 22, 2014: $2,192,690,897.00May 21, 2015: $4,129,047,400.00May 23, 2016: $4,290,638,662.00May 23, 2017: $4,613,156,511.00May 23, 2018: $5,302,079,832.00May 23, 2019: $7,012,852,141.00May 26, 2020: $8,146,335,098.00May 26, 2021: $9,938,015,248.00May 26, 2022: $11,495,085,579.00May 26, 2023: $13,535,988,984.00May 28, 2024: $14,940,257,831.00May 28, 2025: $16,281,546,770.00May 28, 2026: $17,959,372,476.00May 28, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$16,281,546,770 → $17,959,372,476
  • Reported investors208 → 216

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 28, 2026Amendment$17,959,372,476$1,677,825,706vs May 28, 2025216SEC filing
May 28, 2025Amendment$16,281,546,770$1,341,288,939vs May 28, 2024208SEC filing
May 28, 2024Amendment$14,940,257,831$1,404,268,847vs May 26, 2023196SEC filing
May 26, 2023Amendment$13,535,988,984$2,040,903,405vs May 26, 2022175SEC filing
May 26, 2022Amendment$11,495,085,579$1,557,070,331vs May 26, 2021154SEC filing
May 26, 2021Amendment$9,938,015,248$1,791,680,150vs May 26, 2020159SEC filing
May 26, 2020Amendment$8,146,335,098$1,133,482,957vs May 23, 2019146SEC filing
May 23, 2019Amendment$7,012,852,141$1,710,772,309vs May 23, 2018120SEC filing
May 23, 2018Amendment$5,302,079,832$688,923,321vs May 23, 2017105SEC filing
May 23, 2017Amendment$4,613,156,511$322,517,849vs May 23, 201696SEC filing
May 23, 2016Amendment$4,290,638,662$161,591,262vs May 21, 201584SEC filing
May 21, 2015Amendment$4,129,047,400$1,936,356,503vs May 22, 201480SEC filing
May 22, 2014Amendment$2,192,690,897$1,017,285,162vs May 22, 201367SEC filing
May 22, 2013Amendment$1,175,405,735$745,415,276vs May 22, 201247SEC filing
May 22, 2012Amendment$429,990,459$417,840,459vs Jul 28, 201121SEC filing
Jul 28, 2011Initial$12,150,000No comparison8SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.11
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-163575

Source: Form D, filed May 28, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MERCER ACTIVE LONG CORPORATE FIXED INCOME PORTFOLIO

Investment adviser: MERCER INVESTMENTS LLC

Gross asset value
$7.63B
Beneficial owners
129
ADV minimum commitment
$0

Reported in Form ADV on Aug 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

Filing source

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1), fund 805-7826615139

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Wil Berglund Executive
John Johnson Executive
Richard Joseph Executive
Denis Larose 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

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
99 High Street
Boston, MA, 02110