Form D · Other Investment Fund

Mountain West Debt Fund, LP

Salt Lake City, UT · CIK 0001538536

Offering snapshot reported Sep 14, 2026 · SEC filing

Reported sold
$73.5M
Indefinite offering
Investors reported
80
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Sep 1, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$36.7M$73.5MSep 15, 2025: $38,432,393.00Sep 15, 2025Sep 14, 2026: $73,492,688.00Sep 14, 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.

  • Reported sold$38,432,393 → $73,492,688

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 14, 2026Amendment$73,492,688$35,060,295vs Sep 15, 202580SEC filing
Jun 10, 2026Amendment$602,038,414$53,350,889vs Jun 13, 2025776SEC filing
Sep 15, 2025Initial$38,432,393No comparisonNot reportedSEC filing
Jun 13, 2025Amendment$548,687,525$52,708,621vs Jun 13, 2024741SEC filing
Jun 13, 2024Amendment$495,978,904$38,827,507vs Jun 15, 2023663SEC filing
Jun 15, 2023Amendment$457,151,397$42,343,143vs Jul 1, 2022613SEC filing
Jul 1, 2022Amendment$414,808,254$51,918,631vs Jul 15, 2021549SEC filing
Jul 15, 2021Amendment$362,889,623No comparisonNot reportedSEC filing
Jul 17, 2020Amendment$326,888,814$159,312,497vs Jul 20, 2018412SEC filing
Jul 19, 2019Amendment$232,035,740$64,459,423vs Jul 20, 2018275SEC filing
Jul 20, 2018Amendment$167,576,317$68,275,650vs Jul 27, 2017192SEC filing
Jul 27, 2017Amendment$99,300,667$19,085,902vs Oct 27, 2016110SEC filing
Oct 27, 2016Amendment$80,214,765$6,443,907vs May 28, 2015113SEC filing
May 28, 2015Amendment$73,770,858$29,428,858vs May 14, 201492SEC filing
May 14, 2014Amendment$44,342,000$9,085,000vs Jan 17, 201466SEC filing
Jan 17, 2014Amendment$35,257,000$19,401,000vs Feb 19, 201360SEC filing
Feb 19, 2013Amendment$15,856,000$13,356,000vs Jan 5, 201240SEC filing
Jan 5, 2012Initial$2,500,000No comparison13SEC filing
Jan 5, 2012Amendment$2,500,000$0vs Jan 5, 201213SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-557558

Source: Form D, filed Sep 14, 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

MOUNTAIN WEST DEBT FUND, LP

Investment adviser: TAYLOR DERRICK CAPITAL, L.L.C.

Gross asset value
$85M
Beneficial owners
118
ADV minimum commitment
$250K

Reported in Form ADV on Apr 17, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STRATA FUND SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States
Custodian STRATA FUND SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 1097700 · Apr 17, 2017 · Schedule D 7.B.(1), fund 805-6266267498

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
Carl Ager Executive
Rocky Derrick Executive
Nick Etherington Executive
Carie Mc Neil Executive
Andrew Menlove Executive
Tally Ringwood Executive
Mark Taylor Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
404 North 300 West
Salt Lake City, UT, 84103