Form D · Other Investment Fund

MCG Qualified Institutional Access Portfolio, LLC

Denver, CO · CIK 0001409217

Offering snapshot reported Aug 3, 2009 · SEC filing

Reported sold: $17.5M
Investors reported: 69
Minimum accepted: $100K
First sale: Jun 18, 2007

Fundraising history

Reported sold

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.

Reported sold$7,259,204 → $17,456,513
Reported investors55 → 69

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 3, 2009	Amendment	$17,456,513	$10,197,309vs Jul 31, 2009	69	SEC filing
Jul 31, 2009	Amendment	$7,259,204	No comparison	55	SEC filing
Aug 7, 2007	Paper	Not reported	No comparison	Not reported	SEC filing

Offering details

Securities: Not reported
Exemptions: 06, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $15.6K (estimated)
Finders' fees: $0
Form D file number: 021-107122

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Lincoln Financial Advisors Corp.	3978
FSC Securities Corp.	7461

Source: Form D, filed Aug 3, 2009. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Name	Reported role
Greg D. Anderson	Executive
Roger C. Bowden	Executive
Anderson D. Greg	Executive
N/A Mount Yale Asset Management, Llc	Promoter
John L. Sabre	Executive
Michael J. Sabre	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1125 Seventeenth Street Suite 1400
Denver, CO, 80202