Form D · Hedge Fund

McCutchen Group Investment Fund Series LLC 2014 Opportunistic Portfolio

Seattle, WA · CIK 0001598874

Offering snapshot reported Feb 6, 2015 · SEC filing

Reported sold
$43.4M
Offering amount: $43.4M
Investors reported
32
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jan 30, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$21.7M$43.4MFeb 6, 2014: $43,405,000.00Feb 6, 2014Feb 6, 2015: $43,405,000.00Feb 6, 2015

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

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
Feb 6, 2015Amendment$43,405,000$0vs Feb 6, 201432SEC filing
Feb 6, 2014Initial$43,405,000No comparison32SEC filing

Offering details

Securities
Other
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-211427
Limited liability company interests

Source: Form D, filed Feb 6, 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

MCCUTCHEN GROUP INVESTMENT FUND SERIES LLC 2014 OPPORTUNISTIC PORTFOLIO

Investment adviser: CORIENT IA LP

Gross asset value
$15.5M
Beneficial owners
30
ADV minimum commitment
$500K

Reported in Form ADV on Jul 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C ALPS CORAL GABLES, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS LLP
PCAOB 659

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2118156 · Jul 7, 2026 · Schedule D 7.B.(1), fund 805-9274476486

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
Matthew B. Mc Cutchen Executive
N/A Mc Cutchen Group Llc Executive
Shaun M. Miller Executive
Sara M. Taylor Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
925 Fourth Avenue Suite 2288
Seattle, WA, 98104