Form D · Other Investment Fund

Mercer Phoenix Investment Portfolio, a series of Mercer Group Trust

Norwood, MA · CIK 0001551494

Offering snapshot reported May 26, 2023 · SEC filing

Reported sold
$465M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 22, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$232M$465MMay 26, 2021: $464,664,796.00May 26, 2021May 26, 2022: $464,664,796.00May 26, 2022May 26, 2023: $464,664,796.00May 26, 2023

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 26, 2023Amendment$464,664,796$0vs May 26, 20221SEC filing
May 26, 2022Amendment$464,664,796$0vs May 26, 20211SEC filing
May 26, 2021Amendment$464,664,796No comparisonNot reportedSEC filing
May 26, 2020Amendment$443,762,702$1,434,608vs May 23, 20191SEC filing
May 23, 2019Amendment$442,328,094$0vs May 23, 20181SEC filing
May 23, 2018Amendment$442,328,094$15,563,266vs May 23, 20171SEC filing
May 23, 2017Amendment$426,764,828-$73,698,634vs May 23, 20161SEC filing
May 23, 2016Amendment$500,463,462$17,543,440vs May 21, 20151SEC filing
May 21, 2015Amendment$482,920,022$83,711,510vs May 22, 20141SEC filing
May 22, 2014Amendment$399,208,512$4,785,000vs May 22, 20131SEC filing
May 22, 2013Amendment$394,423,512$4,423,512vs Jun 6, 20121SEC filing
Jun 6, 2012Initial$390,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-179309

Source: Form D, filed May 26, 2023. 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 PHOENIX INVESTMENT PORTFOLIO

Investment adviser: MERCER INVESTMENTS LLC

Gross asset value
$21K
Beneficial owners
0
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 571474TGEMMWANRLN57

Filing source

Form ADV 2125261 · Aug 11, 2026 · Schedule D 7.B.(1), fund 805-9810403042

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
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:
One Investors Way
Norwood, MA, 02062