Form D · Other Investment Fund

McB Santa Monica TAMU, LP

Longview, TX · CIK 0001676597

Offering snapshot reported Jun 9, 2016 · SEC filing

Reported sold
$4.15M
Offering amount: $4.15M
Investors reported
18
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
May 26, 2016
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 9, 2016Initial$4,150,000No comparison18SEC 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
021-264651

Source: Form D, filed Jun 9, 2016. 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 SANTA MONICA TAMU, LP

Investment adviser: MCCASLIN BARROW HENDERSON, LLC

Gross asset value
$2.78M
Beneficial owners
24
ADV minimum commitment
$50K

Reported in Form ADV on Apr 1, 2026. 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 2090676 · Apr 1, 2026 · Schedule D 7.B.(1), fund 805-8028833043

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
David Henderson Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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