Form D · Other Investment Fund
MLM INDEX FUND
Newtown, PA · CIK 0001075058
Offering snapshot reported Feb 9, 2026 · SEC filing
- Reported sold
- $435M Indefinite offering
- Investors reported
- 3,997 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Jan 18, 2007 As reported in this filing
Fundraising history
Reported soldDates 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 9, 2026 | Amendment | $434,712,767 | $0vs Jan 29, 2025 | 3,997 | SEC filing |
| Jan 29, 2025 | Initial | $434,712,767 | No comparison | 3,997 | SEC filing |
| Oct 30, 2023 | Amendment | $434,712,767 | $0vs Sep 14, 2022 | 3,997 | SEC filing |
| Sep 14, 2022 | Initial | $434,712,767 | No comparison | 3,997 | SEC filing |
| Aug 31, 2021 | Amendment | $434,712,767 | No comparison | Not reported | SEC filing |
| Sep 29, 2020 | Initial | $429,132,767 | No comparison | 3,996 | SEC filing |
| Jun 3, 2019 | Amendment | $429,132,767 | -$22,923,787vs Apr 24, 2018 | 3,996 | SEC filing |
| Apr 24, 2018 | Amendment | $452,056,554 | $4,200,000vs Apr 25, 2017 | 3,996 | SEC filing |
| Apr 25, 2017 | Amendment | $447,856,554 | $22,216,000vs Dec 9, 2015 | 3,996 | SEC filing |
| Dec 9, 2015 | Amendment | $425,640,554 | $0vs Jan 7, 2015 | 3,995 | SEC filing |
| Jan 7, 2015 | Amendment | $425,640,554 | $32,794,802vs Jan 15, 2014 | 3,995 | SEC filing |
| Jan 15, 2014 | Amendment | $392,845,752 | $35,517,000vs Jan 24, 2013 | 3,992 | SEC filing |
| Jan 15, 2014 | Amendment | $392,845,752 | $0vs Jan 15, 2014 | 3,992 | SEC filing |
| Jan 24, 2013 | Amendment | $357,328,752 | -$301,490,881vs Mar 23, 2012 | 3,986 | SEC filing |
| Mar 23, 2012 | Amendment | $658,819,633 | No comparison | 3,986 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-536719
Details are disclosed in the Issuer's Offering Memorandum
Source: Form D, filed Feb 9, 2026. 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.
| Name | Reported role |
|---|---|
| N/A Mount Lucas Management Lp | Promoter |
| Timothy J. Rudderow | Executive |
| N/A Wilmington Trust Company | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Newtown, PA, 18940