NEPC US Small Cap Equity Series is a private investment fund based in Woburn, Massachusetts. According to its most recent Form D, filed Apr 22, 2026, it has sold $277,937,452 of interests to 32 investors since its first sale in Jun 2023. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Nepc, LLC; Global Trust Company.
- Total raised
- $277,937,452Cumulative sales reported on Form D
- Investors
- 32
- First sale
- Jun 30, 2023
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Nepc, LLC; Global Trust Company
- Latest Form D
- Apr 22, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about NEPC US Small Cap Equity Series
What is the minimum investment for NEPC US Small Cap Equity Series?
NEPC US Small Cap Equity Series's latest Form D, filed Apr 22, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in NEPC US Small Cap Equity Series?
NEPC US Small Cap Equity Series is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has NEPC US Small Cap Equity Series raised?
NEPC US Small Cap Equity Series reports $277,937,452 sold from 32 investors on its Form D filed Apr 22, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is NEPC US Small Cap Equity Series based?
NEPC US Small Cap Equity Series is based in Woburn, Massachusetts.
When did NEPC US Small Cap Equity Series launch?
NEPC US Small Cap Equity Series reports its first sale in Jun 2023.
Size compared with every private investment fund
Raised more than 78% of the 538 private investment funds based in Massachusetts, and more than 82% of all 10,311 that report sales.