Form D · Other Investment Fund

Mountain West Notes QP, LLC

Salt Lake City, UT · CIK 0001785485

Offering snapshot reported Jun 12, 2025 · SEC filing

Reported sold
$51.6M
Indefinite offering
Investors reported
38
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Aug 3, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$32.4M$64.9MAug 11, 2021: $60,752,537.00Aug 11, 2021Aug 3, 2022: $64,872,451.00Aug 3, 2022Jun 15, 2023: $63,187,426.00Jun 15, 2023Jun 13, 2024: $46,892,072.00Jun 13, 2024Jun 12, 2025: $51,620,522.00Jun 12, 2025

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$46,892,072 → $51,620,522
  • Reported investors37 → 38

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 12, 2025Amendment$51,620,522$4,728,450vs Jun 13, 202438SEC filing
Jun 13, 2024Amendment$46,892,072-$16,295,354vs Jun 15, 202337SEC filing
Jun 15, 2023Amendment$63,187,426-$1,685,025vs Aug 3, 202238SEC filing
Aug 3, 2022Amendment$64,872,451$4,119,914vs Aug 11, 202139SEC filing
Aug 11, 2021Amendment$60,752,537No comparisonNot reportedSEC filing
Aug 14, 2020Amendment$55,226,166$52,153,978vs Aug 15, 201933SEC filing
Aug 15, 2019Initial$3,072,188No comparison1SEC filing

Offering details

Securities
Debt, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-346693

Source: Form D, filed Jun 12, 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 QP, LLC

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

Gross asset value
$52M
Beneficial owners
32
ADV minimum commitment
$500K

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 805-5593539405

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

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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