NEPC US Small Cap Equity Series
About
Issuer
- Entity type
- Other
- Jurisdiction
- Delaware
- Sector
- Services
- Headquarters
- Woburn, MA
- Street
- C/o Global Trust Company
- Zip
- 01801
Offering
- Total offering
- —
- Amount sold
- $277.9M
- First sale
- Jun 30, 2023
- Min investment
- $0
- Securities
- Pooled investment fund
- Federal exemption
- Rule 506(b)
- Investors so far
- 32
How this filing compares
Other Massachusetts filings this week: CIS Catholic Impact Fund III, LP, Foundation Alloy Technology Explorations, Inc., Hugo & Co., LLC, NEPC Diversified Credit Series, NEPC Emerging Markets Equity Series
Leadership
- - Global Trust Company — Director
Also named on: NEPC Diversified Credit Series, NEPC Emerging Markets Equity Series, NEPC Global Equity Series, Polen Capital International Growth Fund, Polen Capital Opportunistic High Yield Fund
- - NEPC, LLC — Promoter
Also named on: NEPC Diversified Credit Series, NEPC Emerging Markets Equity Series, NEPC Global Equity Series
Filing details
NEPC US Small Cap Equity Series filed a Form D with the SEC on April 22, 2026.