Form D · Other Investment Fund

MHA Intermediate Duration Trust

Madison, MS · CIK 0001617552

Offering snapshot reported Feb 10, 2020 · SEC filing

Reported sold
$184M
Indefinite offering
Investors reported
22
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 19, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$92.2M$184MSep 3, 2014: $161,364,255.00Sep 3, 2014Sep 8, 2015: $169,559,024.00Sep 8, 2015Aug 26, 2016: $175,052,285.00Aug 26, 2016Oct 11, 2017: $181,645,261.00Oct 11, 2017Dec 28, 2018: $183,961,260.00Dec 28, 2018Feb 10, 2020: $184,371,260.00Feb 10, 2020

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$183,961,260 → $184,371,260

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 10, 2020Amendment$184,371,260$410,000vs Dec 28, 201822SEC filing
Dec 28, 2018Amendment$183,961,260$2,315,999vs Oct 11, 201722SEC filing
Oct 11, 2017Amendment$181,645,261$20,281,006vs Sep 3, 201422SEC filing
Aug 26, 2016Amendment$175,052,285$13,688,030vs Sep 3, 201422SEC filing
Sep 8, 2015Amendment$169,559,024$8,194,769vs Sep 3, 201421SEC filing
Sep 3, 2014Initial$161,364,255No comparison21SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-224013

Source: Form D, filed Feb 10, 2020. 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
NameReported role
Mississippi Hospital Association Executive
Richard Grimes Executive
Mha Solutions, Inc. Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
116 Woodgreen Crossing
Madison, MS, 39110