Form D · Other Investment Fund

MDF POTM LLC

San Diego, CA · CIK 0001923305

Offering snapshot reported Aug 19, 2026 · SEC filing

Reported sold
$1M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 10, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$500K$1MJul 12, 2023: $1,000,000.00Jul 12, 2023Aug 19, 2026: $1,000,000.00Aug 19, 2026

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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 19, 2026Amendment$1,000,000$0vs Jul 12, 20231SEC filing
Jul 12, 2023Initial$1,000,000No comparison1SEC filing
May 11, 2022Initial$1,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-486690

Source: Form D, filed Aug 19, 2026. 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

MDF POTM LLC

Investment adviser: MISSION DRIVEN FINANCE, LLC

Gross asset value
$808
Beneficial owners
1
ADV minimum commitment
$0

Reported in Form ADV on Aug 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian CAPITAL BANK, N.A. ROCKVILLE, Maryland, United States Related to adviser: No
Custodian STONECASTLE CASH MANAGEMENT, LLC NEW YORK, New York, 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 2125905 · Aug 25, 2026 · Schedule D 7.B.(1), fund 805-2700750256

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
David A. Lynn Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2247 San Diego Ave Ste 135
San Diego, CA, 92110