Form D · Other Investment Fund

MPF Income Fund 25, LLC

Moraga, CA · CIK 0001450937

Offering snapshot reported Oct 16, 2009 · SEC filing

Reported sold
$4.69M
Offering amount: $4.75M
Investors reported
94
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Nov 14, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.34M$4.69MJul 22, 2009: $2,818,000.00Jul 22, 2009Aug 4, 2009: $2,918,000.00Aug 11, 2009: $3,007,500.00Sep 3, 2009: $4,129,000.00Sep 8, 2009: $4,219,000.00Sep 17, 2009: $4,369,000.00Sep 18, 2009: $4,469,000.00Oct 16, 2009: $4,689,500.00Oct 16, 2009

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$4,469,000 → $4,689,500
  • Reported investors89 → 94

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 16, 2009Amendment$4,689,500$220,500vs Sep 18, 200994SEC filing
Sep 18, 2009Amendment$4,469,000$100,000vs Sep 17, 200989SEC filing
Sep 17, 2009Amendment$4,369,000$150,000vs Sep 8, 200987SEC filing
Sep 8, 2009Amendment$4,219,000$90,000vs Sep 3, 200985SEC filing
Sep 3, 2009Amendment$4,129,000$1,121,500vs Aug 11, 200983SEC filing
Aug 11, 2009Amendment$3,007,500$189,500vs Jul 22, 200969SEC filing
Aug 4, 2009Amendment$2,918,000$100,000vs Jul 22, 200966SEC filing
Jul 22, 2009Initial$2,818,000No comparison63SEC filing
Jul 14, 2009Amendment$2,754,000$130,000vs Jul 1, 200961SEC filing
Jul 1, 2009Amendment$2,624,000$394,000vs May 27, 200957SEC filing
May 27, 2009Amendment$2,230,000No comparisonNot reportedSEC filing
Mar 20, 2009Amendment$1,895,000No comparisonNot reportedSEC filing
Mar 3, 2009Amendment$1,795,000No comparisonNot reportedSEC filing
Feb 18, 2009Amendment$1,725,000No comparisonNot reportedSEC filing
Feb 11, 2009Amendment$1,675,000No comparisonNot reportedSEC filing
Dec 23, 2008Amendment$1,297,000No comparisonNot reportedSEC filing
Dec 15, 2008Amendment$1,197,000No comparisonNot reportedSEC filing
Dec 10, 2008Amendment$1,117,000No comparisonNot reportedSEC filing
Dec 4, 2008Initial$1,042,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$398K (estimated)
Finders' fees
$0
Form D file number
021-124732
SALES COMMISSION INCLUDES DEALER MANAGER FEE, MARKETING EXPENSE, AND DUE DILIGENCE FEE

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
OVER FIVE ASSOCIATED PERSONSNoneFINANCIAL WEST GROUP · CRD 16668
THOMAS K THORSON2450094ePLANNING SECURITIES, INC. · CRD 2450094
ROBERT R SUTTON1221016ePLANNING SECURITIES, INC. · CRD 1221016
CHRISTINA J MANGINO4935878CENTAURUS FINANCIAL, INC. · CRD 4935878
TIMOTHY TREMBLAY1201542CENTARURUS FINANCIAL INC · CRD 1201542
KAPIL BHATNAGAR2343123CENTAURUS FINANCIAL INC · CRD 2343123
GREG L. HUTTO2742911SILVER OAK SECURITIES, INC. · CRD 46947
FRED CHASALOW3125986CAMBRIDGE LEGACY SECURITIES LLC · CRD 103722
FRANK AKRIDGE4242013DIRECT CAPITAL SECURITIES, INC. · CRD 29639
BRETT EWING2904608CENTAURUS FINANCIAL INC · CRD 30833
JEFFREE LEE1018119FOOTHILL SECURITIES, INC. · CRD 1027
SABIN B ALIBRANDI4740878FOOTHILL SECURITIES, INC. · CRD 1027
RICHARD H KURTZ1143881FOOTHILL SECURITIES, INC · CRD 1027
JOSEPH W. PEZICK1376151FOOTHILL SECURITIES · CRD 1027
GARY E CONLEY52159AMERICAN INVESTORS COMPANY · CRD 38

Source: Form D, filed Oct 16, 2009. 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

MPF INCOME FUND 25, LLC

Investment adviser: MCM ADVISERS, LP

Gross asset value
$509K
Beneficial owners
103
ADV minimum commitment
$10K

Reported in Form ADV on Mar 25, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor MOSS ADAMS LLP SAN FRANCISCO, California, United States
Custodian CHARLES SCHWAB & CO. PHOENIX, Arizona, United States Related to adviser: No
Custodian SUMMIT BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian US BANK NATIONAL ASSOCIATION SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MOSS ADAMS LLP
PCAOB 659

Filing source

Form ADV 1293880 · Mar 25, 2019 · Schedule D 7.B.(1), fund 805-3370707119

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
Robert Dixon Executive
Glen William Fuller Executive
Paul Koslosky Executive
Jennifer Moser Executive
Charles Evans Patterson Executive
Mackenzie Patterson Fuller, Lp Executive
Charles Evans Patterson Ii Executive
Christine Simpson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1640 School Street
Moraga, CA, 94556