Form D · Other Investment Fund
Montag & Caldwell Large Cap Growth Commingled Fund, L.P.
Atlanta, GA · CIK 0001537899
Offering snapshot reported Sep 14, 2016 · SEC filing
- Reported sold
- $18.3M Indefinite offering
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 20, 2011 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 |
|---|---|---|---|---|---|
| Sep 14, 2016 | Amendment | $18,288,708 | $0vs Jan 12, 2015 | 3 | SEC filing |
| Jan 12, 2015 | Amendment | $18,288,708 | $0vs Jan 2, 2014 | 3 | SEC filing |
| Jan 2, 2014 | Amendment | $18,288,708 | $757,304vs Dec 17, 2012 | 3 | SEC filing |
| Dec 17, 2012 | Amendment | $17,531,404 | $11,531,404vs Dec 22, 2011 | 3 | SEC filing |
| Dec 22, 2011 | Initial | $6,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-170567
Source: Form D, filed Sep 14, 2016. 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 |
|---|---|
| Janet B Bunch | Executive, Promoter |
| Ronald E. Canakaris | Executive, Promoter |
| Helen M Donahue | Executive, Promoter |
| Rebecca M. Keister | Executive, Promoter |
| Charles E Markwalter | Executive, Promoter |
| Grover C Maxwell, Iii | Executive, Promoter |
| Kurt T. Momand | Executive, Promoter |
| N/A Montag & Caldwell, Llc | Promoter |
| Michael A Nadal | Director, Promoter |
| Brian W. Stahl | Executive, Promoter |
| William A Vogel | Executive, Promoter |
| David L Watson | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Atlanta, GA, 30326