Sponsor Check › Person
Related person on Form D filings · address states/countries as listed: MA, United Kingdom (as filed: X0) · listed Dec 14, 2009 → Dec 11, 2025
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
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Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:55 PM ET.
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
0 of 54 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | May 28, 2026 D/A File 021-352951 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-382557 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-382556 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-461382 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-542315 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-549481 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D/A File 021-560852 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 28, 2026 D File 021-585490 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-175926 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-175927 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-175928 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-217954 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-410284 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-431613 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-439242 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2025 D/A File 021-475194 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 11, 2025 D File 021-557344 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2024 D/A File 021-61504 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2024 D/A File 021-53108 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 31, 2024 D/A File 021-360040 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2023 D/A File 021-129664 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2023 D/A File 021-90075 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 2, 2023 D/A File 021-151865 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 11, 2023 D File 021-478463 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 22, 2022 D/A File 021-304941 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 31, 2022 D/A File 021-175925 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 29, 2021 D/A File 021-129293 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 29, 2021 D/A File 021-360041 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2020 D/A File 021-56376 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2020 D/A File 021-53132 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2020 D/A File 021-232204 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2020 D/A File 021-232206 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2019 D/A File 021-56375 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 25, 2018 D/A File 021-69291 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 21, 2017 D/A File 021-88074 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 21, 2017 D/A File 021-151867 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 3, 2017 D/A File 021-175929 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2016 D/A File 021-129291 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 20, 2016 D/A File 021-129419 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 20, 2016 D/A File 021-218865 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 7, 2015 D/A File 021-132281 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-136871 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-59045 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-129665 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-89014 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-89104 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 22, 2014 D/A File 021-144480 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 1, 2013 D/A File 021-120429 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 1, 2013 D/A File 021-132282 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 5, 2012 D/A File 021-129292 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 11, 2011 D/A File 021-52415 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2010 D/A File 021-129290 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2010 D/A File 021-82252 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Mar 19, 2010 D/A File 021-82260 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | GMO Amplified Equity Dislocation Solution Fund, L.P. group: Gmo | Executive Officer | May 28, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,028,456,980 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO World Market Neutral Fund, L.P. group: Gmo | Executive Officer | May 28, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $85,040,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FICG-GM-I Fund, L.P. group: Gmo | Executive Officer | May 28, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $786,950,783 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund (Offshore), L.P. group: Gmo | Executive Officer | May 28, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,063,514,379 | 60 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund, L.P. group: Gmo | Executive Officer | May 28, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,711,885,753 | 172 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Quality Spectrum Fund, L.P. group: Gmo | Executive Officer | May 28, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $331,048,152 | 31 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Capital Investment Solutions Fund, L.P. group: Gmo | Executive Officer | May 28, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $350,311,486 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO-Usonian Special Situations Fund II, L.P. group: Gmo | Executive Officer | May 28, 2026 | D | $45,575,717 similar: $155,000–$5,250,000 | $45,575,717 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Climate Change Select Transition Investment Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Dec 11, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $7,300,000 | 1 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Investment Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Dec 11, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $179,600,966 | 3 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Global Real Return (UCITS) Fund group: Gmo | Director | Dec 11, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $15,000,000 | 1 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt UCITS Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Dec 11, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $87,501,236 | 4 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Dec 11, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $36,300,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Dec 11, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,003,817,509 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Dec 11, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,969,485 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Dec 11, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $1,184,504,592 | 35 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Amplified Equity Dislocation Solution Fund, L.P. group: Gmo | Executive Officer | Oct 15, 2025 | D | $112,730,391 similar: $155,000–$5,250,000 | $112,730,391 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Manatee Cove Partners EMD Fund, L.P. group: Gmo | Executive Officer | Sep 11, 2025 | D | $500,000,000 similar: $155,000–$5,250,000 | $500,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO World Market Neutral Fund, L.P. group: Gmo | Executive Officer | Jun 20, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $85,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Capital Investment Solutions Fund, L.P. group: Gmo | Executive Officer | May 30, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $350,311,486 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Quality Spectrum Fund, L.P. group: Gmo | Executive Officer | May 30, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $217,977,314 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FICG-GM-I Fund, L.P. group: Gmo | Executive Officer | May 30, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $741,950,783 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund, L.P. group: Gmo | Executive Officer | May 30, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,698,497,988 | 166 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund (Offshore), L.P. group: Gmo | Executive Officer | May 30, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,002,556,479 | 59 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Capital Investment Solutions Fund, L.P. group: Gmo | Executive Officer | Mar 27, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $350,290,486 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Climate Change Select Transition Investment Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Nov 5, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $7,300,000 | 1 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Investment Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Nov 5, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $179,600,966 | 3 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Global Real Return (UCITS) Fund group: Gmo | Director | Nov 5, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $15,000,000 | 1 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt UCITS Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Nov 5, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $86,781,043 | 3 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Nov 5, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $33,300,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Nov 5, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,000,817,509 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Nov 5, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,969,485 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Nov 5, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $982,412,979 | 27 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Quality Spectrum Fund, L.P. group: Gmo | Executive Officer | May 31, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $107,490,745 | 19 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | May 31, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,839,807,101 | 98 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 31, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,423,424,876 | 278 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund, L.P. group: Gmo | Executive Officer | May 31, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,639,839,285 | 152 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund (Offshore), L.P. group: Gmo | Executive Officer | May 31, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $921,916,991 | 55 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Amplified Equity Dislocation Solution Fund, L.P. group: Gmo | Executive Officer | May 31, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $885,394,352 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FICG-GM-I Fund, L.P. group: Gmo | Executive Officer | May 31, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $691,950,783 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Climate Change Select Transition Investment Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Sep 19, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,500,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Investment Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Sep 19, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $172,000,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Global Real Return (UCITS) Fund group: Gmo | Director | Sep 19, 2023 | D/A | Indefinite similar: $500,000–$16,420,250 | $15,000,000 | 1 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt UCITS Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Sep 19, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $80,117,543 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Sep 19, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $33,300,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Sep 19, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $979,307,509 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Sep 19, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,969,485 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Sep 19, 2023 | D/A | Indefinite similar: $500,000–$16,420,250 | $707,789,558 | 20 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | FICG-GM-I Fund, L.P. group: Gmo | Executive Officer | Jun 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $641,950,783 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Amplified Equity Dislocation Solution Fund, L.P. group: Gmo | Executive Officer | Jun 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $832,751,352 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Quality Spectrum Fund, L.P. group: Gmo | Executive Officer | Jun 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $104,855,523 | 15 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,839,807,101 | 98 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,405,315,770 | 278 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,931,169,053 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $179,693,785 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund, L.P. group: Gmo | Executive Officer | Jun 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,535,654,866 | 144 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $836,866,991 | 49 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Jun 2, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $957,321,056 | 31 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Usonian Dedicated Investments, L.P. group: Gmo | Executive Officer | Apr 11, 2023 | D | $50,000,000 similar: $155,000–$5,250,000 | $50,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Amplified Equity Dislocation Solution Fund, L.P. group: Gmo | Executive Officer | Mar 10, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $37,670,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Climate Change Select Transition Investment Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Mar 8, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $1,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO-Usonian Japan Value Creation U.S. Dollar Hedged Fund, L.P. group: Gmo | Executive Officer | Dec 22, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $20,517,242 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | FICG-GM-I Fund, L.P. group: Gmo | Executive Officer | Oct 11, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $566,930,783 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt UCITS Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Aug 31, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $70,117,543 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Aug 31, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $33,300,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Aug 31, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $953,371,809 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Aug 31, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,969,485 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Aug 31, 2022 | D/A | Indefinite similar: $500,000–$16,420,250 | $563,287,917 | 17 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Aug 31, 2022 | D/A | Indefinite similar: $500,000–$16,420,250 | $288,822,783 | 6 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Investment Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Aug 31, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $164,000,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Global Real Return (UCITS) Fund group: Gmo | Director | Aug 31, 2022 | D/A | Indefinite similar: $500,000–$16,420,250 | $15,000,000 | 1 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO-Usonian Japan Value Creation U.S. Dollar Hedged Fund, L.P. group: Gmo | Executive Officer | Jun 23, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,917,242 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 23, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $635,689,011 | 42 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund, L.P. group: Gmo | Executive Officer | Jun 23, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,505,390,932 | 127 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Amplified Equity Dislocation Solution Fund, L.P. group: Gmo | Executive Officer | Jun 23, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $37,670,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Quality Spectrum Fund, L.P. group: Gmo | Executive Officer | Jun 23, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $35,741,523 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 23, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,470,476,785 | 98 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 23, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,596,356,368 | 278 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 23, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,964,020,818 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 23, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $140,643,785 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Jun 23, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $933,532,953 | 30 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Investment Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Mar 28, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $120,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Global Real Return (UCITS) Fund group: Gmo | Director | Jan 31, 2022 | D | Indefinite similar: $500,000–$16,420,250 | $15,000,000 | 1 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Aug 17, 2021 | D/A | Indefinite similar: $500,000–$16,420,250 | $288,822,783 | 6 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Aug 17, 2021 | D/A | Indefinite similar: $500,000–$16,420,250 | $362,567,917 | 16 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Aug 17, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,969,485 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Aug 17, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $33,300,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Aug 17, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $951,372,109 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt UCITS Fund, a sub-fund of GMO Investments ICAV group: Gmo | Director | Aug 17, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $63,117,543 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO-Usonian Japan Value Creation U.S. Dollar Hedged Fund, L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $14,535,000 | 19 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $291,449,321 | 22 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund, L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,248,894,227 | 79 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Amplified Equity Dislocation Solution Fund, L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $12,670,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Resources Long/Short Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $13,976,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Quality Spectrum Fund, L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $16,667,294 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,741,472,311 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,470,476,785 | 98 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,587,266,368 | 278 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,962,020,818 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $140,643,785 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Jun 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $933,334,953 | 30 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO-Usonian Japan Value Creation U.S. Dollar Hedged Fund, L.P. group: Gmo | Executive Officer | Jan 11, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $16,353,079 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund (Offshore), L.P. group: Gmo | Executive Officer | Dec 8, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $12,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Equity Dislocation Fund, L.P. group: Gmo | Executive Officer | Dec 8, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $31,931,619 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO-Usonian Japan Value Creation U.S. Dollar Hedged Fund, L.P. group: Gmo | Executive Officer | Aug 21, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $8,353,079 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Amplified Equity Dislocation Solution Fund, L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $10,670,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Resources Long/Short Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,526,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Quality Spectrum Fund, L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $14,647,294 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $98,882,292 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Onshore), L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $275,510,006 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $724,387,912 | 79 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,741,472,311 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,503,690,327 | 278 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,464,580,748 | 98 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,284,347,010 | 66 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,882,420,818 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $127,443,785 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Jun 25, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $905,806,643 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Jun 4, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $916,573,791 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Jun 4, 2020 | D/A | Indefinite similar: $500,000–$16,420,250 | $288,822,783 | 6 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Jun 4, 2020 | D/A | Indefinite similar: $500,000–$16,420,250 | $113,079,831 | 11 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Jun 4, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,969,485 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Jun 4, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,200,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Resources Long/Short Fund (Offshore), L.P. group: Gmo | Executive Officer | Feb 7, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $1,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Amplified Equity Dislocation Solution Fund, L.P. group: Gmo | Executive Officer | Feb 7, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $10,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Quality Spectrum Fund, L.P. group: Gmo | Executive Officer | Nov 8, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $14,197,294 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $98,882,292 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Onshore), L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $272,284,097 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $717,687,871 | 77 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,666,455,302 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,464,158,014 | 98 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,444,180,197 | 278 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,284,347,010 | 66 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,154,029,867 | 112 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $127,443,785 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,882,420,818 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Jun 25, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $875,806,643 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Apr 12, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,200,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Apr 12, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $87,013,431 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Apr 12, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $955,622,097 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Apr 12, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,969,485 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Apr 12, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $288,618,866 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Sep 20, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $127,443,785 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Sep 20, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,882,420,818 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $698,407,365 | 76 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,666,455,302 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,444,516,144 | 97 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,411,051,081 | 277 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,284,347,010 | 66 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,114,029,867 | 112 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $127,443,785 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,882,420,818 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Onshore), L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $266,284,097 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $96,389,937 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO EMERGING COUNTRY DEBT, L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,258,551,016 | 70 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Jun 25, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $875,796,643 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Apr 9, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $288,572,404 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Apr 9, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,969,485 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Apr 9, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $632,502,317 | 25 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Apr 9, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $90,321,331 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Apr 9, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,200,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jan 18, 2018 | D/A | Indefinite similar: $155,000–$5,250,000 | $587,112,696 | 76 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,308,532,802 | 276 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,665,240,540 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $127,443,785 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $96,210,355 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Onshore), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $265,704,251 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $820,292,718 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $55,270,074 | 30 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,073,460,750 | 112 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,281,703,680 | 66 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,388,857,074 | 97 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), LLC group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,622,135,882 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO EMERGING COUNTRY DEBT, L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,238,762,571 | 70 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $573,799,959 | 74 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 21, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,754,987,549 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Apr 3, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $288,118,107 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Apr 3, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,969,485 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Apr 3, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $592,553,092 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO World Equity Allocation Investment Fund Plc group: Gmo | Director | Apr 3, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,700,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Apr 3, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $85,013,431 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Apr 3, 2017 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,200,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO EVENT-DRIVEN FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | Aug 10, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,135,718,398 | 73 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO EVENT-DRIVEN FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,783,988,729 | 73 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,302,822,339 | 23 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,655,146,223 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $127,443,785 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,724,363,957 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Offshore), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $37,544,426 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Onshore), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $265,020,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO EMERGING COUNTRY DEBT, L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,236,018,424 | 70 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $49,203,260 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $764,517,119 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $573,799,959 | 74 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), LLC group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,594,135,882 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,278,074,886 | 275 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,388,566,117 | 97 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,563,369,953 | 112 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO COMPLETION FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,286,794,850 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Jun 20, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,223,998,770 | 66 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Apr 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,200,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Apr 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $84,994,969 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO World Equity Allocation Investment Fund Plc group: Gmo | Director | Apr 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,700,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Apr 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,844,789 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Apr 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $275,992,054 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Apr 1, 2016 | D/A | Indefinite similar: $155,000–$5,250,000 | $549,388,015 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,071,192,515 | 66 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO EMERGING COUNTRY DEBT, L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,216,295,441 | 69 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO EVENT-DRIVEN FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,774,520,763 | 73 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $572,415,685 | 74 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Offshore), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,302,822,339 | 23 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,655,124,573 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,339,755,451 | 96 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,145,377,330 | 273 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), LLC group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,381,835,882 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,562,369,953 | 112 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $125,043,785 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,698,409,438 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Offshore), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $18,241,266 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Onshore), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $182,020,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $49,163,510 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $654,885,098 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO COMPLETION FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,084,971,124 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO ALPHA LIBOR (OFFSHORE), L.P. group: Gmo | Executive Officer | Aug 7, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $7,449,540,206 | 17 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Mar 24, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $54,586,674 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Mar 24, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,799,880 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO World Equity Allocation Investment Fund Plc group: Gmo | Director | Mar 24, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,700,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Mar 24, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $547,906,220 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | Mar 24, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $12,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Mar 24, 2015 | D/A | Indefinite similar: $155,000–$5,250,000 | $274,993,933 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Offshore), L.P. group: Gmo | Executive Officer | Jan 14, 2015 | D | Indefinite similar: $500,000–$16,420,250 | $12,020,000 | 2 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Local Debt Fund (Onshore), L.P. group: Gmo | Executive Officer | Jan 14, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $160,020,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Aug 18, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,655,124,573 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO COMPLETION FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | Jun 10, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $1,533,337,307 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO QUALIFYING INVESTOR FUNDS PLC ON BEHALF OF ITS SUB-FUND GMO SYSTEMATIC GLOBAL MACRO FUND group: Gmo | Director | May 23, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $12,000,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS II, L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $625,641,759 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $324,931,065 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $46,001,480 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO ALPHA LIBOR (OFFSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $7,449,540,206 | 17 similar: 4–27 | $1,000,000 similar: $1,000–$100,000 |
| EDGAR ↗ | GMO EVENT-DRIVEN FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,560,308,325 | 73 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $567,415,685 | 73 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Offshore), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,302,822,339 | 23 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,655,124,573 | 54 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Real Return Asset Allocation Fund, L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,932,051,784 | 14 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO REAL RETURN ASSET ALLOCATION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $107,672,763 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,080,657,450 | 93 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), LLC group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,740,412,335 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,974,261,166 | 271 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,558,200,365 | 66 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,534,849,009 | 112 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,030,755,174 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $113,961,127 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (ONSHORE), L.P., A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $244,229,909 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $57,736,542 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND MASTER PORTFOLIO (OFFSHORE), L.P. group: Gmo | Executive Officer | May 22, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $95,299,817 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO World Equity Allocation Investment Fund Plc group: Gmo | Director | Mar 27, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $19,700,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Mar 27, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $89,799,880 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Mar 27, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $54,586,674 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Mar 27, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $529,826,220 | 20 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Mar 27, 2014 | D/A | Indefinite similar: $155,000–$5,250,000 | $252,806,507 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | JAPAN OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $517,322,864 | 5 | No minimum reported |
| EDGAR ↗ | GMO EVENT-DRIVEN FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $1,314,854,380 | 41 | No minimum reported |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $401,597,264 | 75 | No minimum reported |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $3,397,058,271 | 55 | No minimum reported |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Offshore), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $1,189,462,917 | 23 | No minimum reported |
| EDGAR ↗ | GMO Real Return Asset Allocation Fund, L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $1,891,792,297 | 12 | No minimum reported |
| EDGAR ↗ | GMO REAL RETURN ASSET ALLOCATION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $103,041,912 | 5 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), LLC group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $3,135,022,527 | 2 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $1,198,652,754 | 92 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $3,552,032,274 | 262 | No minimum reported |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $1,595,576,437 | 69 | No minimum reported |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $2,860,134,518 | 109 | No minimum reported |
| EDGAR ↗ | GMO GLOBAL ACTIVE EQUITY FUND, L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $344,632,782 | 67 | No minimum reported |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $764,531,268 | 5 | No minimum reported |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $109,313,000 | 6 | No minimum reported |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (ONSHORE), L.P., A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $212,580,000 | 5 | No minimum reported |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $57,679,042 | 10 | No minimum reported |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND MASTER PORTFOLIO (OFFSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $130,521,191 | 14 | No minimum reported |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS II, L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $626,221,890 | 14 | No minimum reported |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $683,376,283 | 27 | No minimum reported |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $26,291,054 | 24 | No minimum reported |
| EDGAR ↗ | GMO ALPHA LIBOR (OFFSHORE), L.P. group: Gmo | Executive Officer | May 1, 2013 | D/A | Indefinite | $7,526,267,859 | 17 | $1,000,000 |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Mar 28, 2013 | D/A | Indefinite | $46,586,674 | 7 | No minimum reported |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Mar 28, 2013 | D/A | Indefinite | $217,022,005 | 6 | No minimum reported |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Mar 28, 2013 | D/A | Indefinite | $482,737,012 | 13 | No minimum reported |
| EDGAR ↗ | GMO World Equity Allocation Investment Fund Plc group: Gmo | Director | Mar 28, 2013 | D/A | Indefinite | $19,700,000 | 2 | No minimum reported |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Mar 28, 2013 | D/A | Indefinite | $39,786,135 | 3 | No minimum reported |
| EDGAR ↗ | GMO GLOBAL ACTIVE EQUITY FUND, L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $344,632,782 | 67 | No minimum reported |
| EDGAR ↗ | JAPAN OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $511,322,864 | 5 | No minimum reported |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $378,597,264 | 70 | No minimum reported |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $3,022,558,271 | 54 | No minimum reported |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Offshore), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $1,148,462,917 | 23 | No minimum reported |
| EDGAR ↗ | GMO TOTAL EQUITIES (OFFSHORE), A SEPARATE PORTFOLIO OF GMO OFFSHORE FUNDS I LTD. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $3,687,983 | 6 | No minimum reported |
| EDGAR ↗ | GMO EVENT-DRIVEN FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $1,284,854,380 | 41 | No minimum reported |
| EDGAR ↗ | GMO Real Return Asset Allocation Fund, L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $1,891,792,297 | 12 | No minimum reported |
| EDGAR ↗ | GMO REAL RETURN ASSET ALLOCATION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $77,690,444 | 4 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), LLC group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $2,995,103,961 | 2 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $1,174,625,998 | 93 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $3,381,686,023 | 259 | No minimum reported |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $1,483,515,104 | 67 | No minimum reported |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $2,707,552,140 | 104 | No minimum reported |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $764,531,268 | 5 | No minimum reported |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $109,313,000 | 6 | No minimum reported |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (ONSHORE), L.P., A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $195,580,000 | 5 | No minimum reported |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $57,679,042 | 10 | No minimum reported |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND MASTER PORTFOLIO (OFFSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $130,521,191 | 14 | No minimum reported |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS II, L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $626,221,890 | 14 | No minimum reported |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $599,508,592 | 24 | No minimum reported |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $18,593,495 | 18 | No minimum reported |
| EDGAR ↗ | GMO ALPHA LIBOR (OFFSHORE), L.P. group: Gmo | Executive Officer | Apr 5, 2012 | D/A | Indefinite | $7,526,279,858 | 18 | $1,000,000 |
| EDGAR ↗ | GMO World Equity Allocation Investment Fund Plc group: Gmo | Director | Mar 30, 2012 | D | Indefinite | $32,176,505 | 3 | No minimum reported |
| EDGAR ↗ | GMO Emerging Country Debt Investment Fund Plc group: Gmo | Director | Mar 30, 2012 | D | Indefinite | $496,342,500 | 11 | No minimum reported |
| EDGAR ↗ | GMO Qualifying Investor Funds Plc on behalf of its sub-fund GMO Emerging Country Local Debt Investment Fund group: Gmo | Director | Mar 30, 2012 | D | Indefinite | $16,645,547 | 2 | No minimum reported |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Quality Investment Fund group: Gmo | Director | Mar 30, 2012 | D | Indefinite | $33,586,674 | 4 | No minimum reported |
| EDGAR ↗ | GMO Funds Plc on behalf of its sub-fund GMO Emerging Markets Equity Fund group: Gmo | Director | Mar 30, 2012 | D | Indefinite | $183,955,160 | 7 | No minimum reported |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND MASTER PORTFOLIO (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 14, 2011 | D/A | Indefinite | $97,552,000 | 9 | No minimum reported |
| EDGAR ↗ | GMO ALPHA LIBOR (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $827,845,299 | 13 | $1,000,000 |
| EDGAR ↗ | JAPAN OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $428,122,864 | 3 | No minimum reported |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $363,672,764 | 64 | No minimum reported |
| EDGAR ↗ | GMO TAX-MANAGED ABSOLUTE RETURN FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $14,562,189 | 13 | No minimum reported |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $232,153,860 | 31 | No minimum reported |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Offshore), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $331,170,000 | 12 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), LLC group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $844,261,732 | 2 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $713,985,606 | 83 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $1,806,023,666 | 215 | No minimum reported |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $210,542,531 | 47 | No minimum reported |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $1,427,608,085 | 83 | No minimum reported |
| EDGAR ↗ | GMO GLOBAL ACTIVE EQUITY FUND, L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $211,560,296 | 43 | No minimum reported |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $100,173,257 | 3 | No minimum reported |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $69,638,000 | 7 | No minimum reported |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (ONSHORE), L.P., A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $32,165,000 | 5 | No minimum reported |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $38,756,000 | 10 | No minimum reported |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS II, L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $44,322,000 | 11 | No minimum reported |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $45,227,187 | 19 | No minimum reported |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $8,642,755 | 11 | No minimum reported |
| EDGAR ↗ | GMO TOTAL EQUITIES (OFFSHORE), A SEPARATE PORTFOLIO OF GMO OFFSHORE FUNDS I LTD. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $3,687,983 | 6 | No minimum reported |
| EDGAR ↗ | GMO EVENT-DRIVEN FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $4,314,283 | 6 | No minimum reported |
| EDGAR ↗ | GMO REAL RETURN ASSET ALLOCATION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $74,720,000 | 4 | No minimum reported |
| EDGAR ↗ | GMO Real Return Asset Allocation Fund, L.P. group: Gmo | Executive Officer | Mar 11, 2011 | D/A | Indefinite | $1,321,611,327 | 12 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Feb 11, 2011 | D/A | Indefinite | $713,985,606 | 83 | No minimum reported |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Dec 14, 2010 | D | Indefinite | $8,237,755 | 10 | No minimum reported |
| EDGAR ↗ | GMO CREDIT OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Dec 14, 2010 | D | Indefinite | $45,227,187 | 19 | No minimum reported |
| EDGAR ↗ | GMO REAL RETURN ASSET ALLOCATION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Jul 6, 2010 | D | Indefinite | $28,500,000 | 2 | No minimum reported |
| EDGAR ↗ | GMO GLOBAL ACTIVE EQUITY FUND, L.P. group: Gmo | Executive Officer | Jun 24, 2010 | D/A | Indefinite | $210,560,296 | 42 | No minimum reported |
| EDGAR ↗ | GMO ALPHA LIBOR (OFFSHORE), L.P. group: Gmo | Executive Officer | Jun 24, 2010 | D/A | Indefinite | $827,845,300 | 13 | $1,000,000 |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Offshore), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $69,648,000 | 7 | No minimum reported |
| EDGAR ↗ | GMO Fixed Income Absolute Return Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $100,173,257 | 3 | No minimum reported |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $38,756,000 | 10 | No minimum reported |
| EDGAR ↗ | GMO EMERGING CURRENCY HEDGE FUND (ONSHORE), L.P., A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $32,165,000 | 5 | No minimum reported |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS II, L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $44,322,000 | 11 | No minimum reported |
| EDGAR ↗ | GMO CURRENCY HEDGE FUND MASTER PORTFOLIO (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $97,552,000 | 9 | No minimum reported |
| EDGAR ↗ | GMO TOTAL EQUITIES (OFFSHORE), A SEPARATE PORTFOLIO OF GMO OFFSHORE FUNDS I LTD. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $3,687,983 | 6 | No minimum reported |
| EDGAR ↗ | GMO EVENT-DRIVEN FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS I, L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $1,246,300 | 5 | No minimum reported |
| EDGAR ↗ | GMO TAX-MANAGED BENCHMARK-FREE FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $354,889,007 | 62 | No minimum reported |
| EDGAR ↗ | GMO TAX-MANAGED ABSOLUTE RETURN FUND, A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $14,224,037 | 12 | No minimum reported |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Offshore), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $306,170,000 | 11 | No minimum reported |
| EDGAR ↗ | GMO Tactical Opportunities Fund (Onshore), a series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $228,053,860 | 30 | No minimum reported |
| EDGAR ↗ | GMO Short Term Market Opportunities Fund (Offshore), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $2,519,980 | 6 | No minimum reported |
| EDGAR ↗ | GMO Short Term Market Opportunities Fund (Offshore), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $2,519,980 | 6 | No minimum reported |
| EDGAR ↗ | GMO Short-Term Market Opportunities Fund (Onshore), L.P., a Series of GMO Master Portfolios (Onshore), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $6,505,000 | 14 | No minimum reported |
| EDGAR ↗ | GMO PAN-EUROPEAN LONG/SHORT EQUITY FUND (ONSHORE), A SERIES OF GMO ONSHORE FUNDS II, L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $16,135,000 | 1 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), LLC group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $844,261,732 | 2 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $1,536,438,371 | 195 | No minimum reported |
| EDGAR ↗ | GMO MULTI-STRATEGY FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $516,752,268 | 75 | No minimum reported |
| EDGAR ↗ | GMO MEAN REVERSION FUND (OFFSHORE), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $1,414,513,085 | 82 | No minimum reported |
| EDGAR ↗ | GMO MEAN REVERSION FUND (ONSHORE), A SERIES OF GMO MASTER PORTFOLIOS (ONSHORE), L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $210,542,531 | 47 | No minimum reported |
| EDGAR ↗ | JAPAN OPPORTUNITIES FUND, L.P. group: Gmo | Executive Officer | Mar 19, 2010 | D/A | Indefinite | $428,122,864 | 3 | No minimum reported |
| EDGAR ↗ | GMO Real Return Asset Allocation Fund, L.P. group: Gmo | Executive Officer | Mar 12, 2010 | D/A | Indefinite | $208,000,000 | 7 | No minimum reported |
| EDGAR ↗ | GMO Real Return Asset Allocation Fund, L.P. group: Gmo | Executive Officer | Dec 14, 2009 | D | Indefinite | $172,000,000 | 4 | No minimum reported |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as DAVID BOHAN. Source: the EDGAR rows in the table above.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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