Form D · Other Investment Fund

Mountain West Notes, LLC

Salt Lake City, UT · CIK 0001593915

Offering snapshot reported Jun 13, 2025 · SEC filing

Reported sold: $8.17M
Investors reported: 32
Minimum accepted: $100K
First sale: Jan 3, 2018

Fundraising history

Reported sold

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$9,494,171 → $8,168,360
Reported investors39 → 32
Minimum accepted$25,000 → $100,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 13, 2025	Amendment	$8,168,360	-$1,325,811vs Jun 13, 2024	32	SEC filing
Jun 13, 2024	Amendment	$9,494,171	-$1,654,664vs Jun 16, 2023	39	SEC filing
Jun 16, 2023	Amendment	$11,148,835	-$230,778vs Dec 16, 2022	48	SEC filing
Dec 16, 2022	Amendment	$11,379,613	$2,363,331vs Dec 22, 2021	50	SEC filing
Dec 22, 2021	Amendment	$9,016,282	-$2,247,442vs Jan 5, 2021	44	SEC filing
Jan 5, 2021	Amendment	$11,263,724	-$13,768,851vs Dec 31, 2019	60	SEC filing
Dec 31, 2019	Amendment	$25,032,575	-$2,836,897vs Jan 17, 2018	84	SEC filing
Jan 10, 2019	Amendment	$30,700,738	$2,831,266vs Jan 17, 2018	80	SEC filing
Jan 17, 2018	Initial	$27,869,472	No comparison	79	SEC filing
Oct 27, 2016	Amendment	$14,341,871	$6,817,678vs May 28, 2015	49	SEC filing
May 28, 2015	Amendment	$7,524,193	$4,898,193vs May 14, 2014	27	SEC filing
May 14, 2014	Amendment	$2,626,000	No comparison	11	SEC filing
Dec 20, 2013	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Debt, 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: 021-303457

Source: Form D, filed Jun 13, 2025. 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 NOTES, LLC

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

Gross asset value: $8.89M
Beneficial owners: 33
ADV minimum commitment: $100K

Reported in Form ADV on Mar 30, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES, INC. OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States

Custodian UMB BANK SALT LAKE CITY, Utah, United States Related to adviser: No

Custodian WELLS FARGO BANK 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

RICHEY MAY & CO., LLP
PCAOB 673

UMB BANK
LEI VNOO6EITDJ2YUEBMSZ83

WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFXT09

Filing source

Form ADV 1969110 · Mar 30, 2025 · Schedule D 7.B.(1), fund 805-3488400300

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
Name	Reported 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