Form D · Other Investment Fund

McB Arizona State, LP

Longview, TX · CIK 0001660406

Offering snapshot reported Dec 9, 2015 · SEC filing

Reported sold
$4.15M
Offering amount: $4.15M
Investors reported
25
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Nov 30, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 9, 2015Initial$4,150,000No comparison25SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-252686

Source: Form D, filed Dec 9, 2015. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MCB ARIZONA STATE, LP

Investment adviser: MCCASLIN BARROW HENDERSON, LLC

Gross asset value
$4.15M
Beneficial owners
29
ADV minimum commitment
$50K

Reported in Form ADV on Mar 19, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian TEXAS BANK & TRUST LONGVIEW, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1292496 · Mar 19, 2019 · Schedule D 7.B.(1), fund 805-1113455538

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Mc Caslin Barrow Henderson, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1127 Judson Road Suite 126
Longview, TX, 75601