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

SEC Filing Record

Offering Amount

$18.0B

Strategy

Other

Exemption

06b

Date Filed

May 28, 2026

0000905148-26-002716

View on SEC EDGAR →

37A Read

This is an amendment to a prior filing, indicating Mercer Investments LLC revised terms, LP commitments, or fund documentation after initial registration—a common signal that the manager either expanded the target, adjusted fee structures, or responded to LP feedback during the fundraising window rather than launching a new vehicle from scratch.

The dual GP naming (Mercer Investments LLC and individual Larry Vasquez) without prior EDGAR history suggests either a newly formed investment operation or a first-time SEC filing by an existing manager, making this raise an initial market test of the GP's ability to attract institutional capital at scale.

A mid-2026 amendment to a corporate credit vehicle aligns with LP rebalancing cycles post-rate-cut expectations and renewed appetite for yielding corporate assets after 2024–2025 refinancing stress; this timing captures allocators rotating into credit after periods of high-rate-induced defaults.

Verify the amendment's specific changes by requesting the fund's prior Form D filing and current operative documents—amendments sometimes mask material changes to management fees, carry structures, or LP rights that shift economics, and Mercer's lack of prior EDGAR presence means no established fee baseline exists for comparison.

Full analysis (GP structure, exemption breakdown, and market context) is available to Pro members.

Unlock Pro · $29/month → Sign in

Principals

General Partners & Executives

n/a Mercer Investments LLC Larry Vasquez

Related Insights

Insight · May 29, 2026

Mercer Raises $18B Corporate Credit Vehicle as LPs Rotate Into Fixed Income

Read →