Form D · Other Investment Fund

MWEF 3 NWQ, LP

Salt Lake City, UT · CIK 0001723242

Offering snapshot reported Nov 21, 2017 · SEC filing

Reported sold
$6.58M
Offering amount: $7M
Investors reported
29
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 7, 2017
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 21, 2017Initial$6,575,000No comparison29SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-299257

Source: Form D, filed Nov 21, 2017. 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

MWEF 3 NWQ, LP

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

Gross asset value
$59.9M
Beneficial owners
26
ADV minimum commitment
$50K

Reported in Form ADV on Mar 27, 2026. 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
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

Filing source

Form ADV 2078673 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-9167697347

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
Rocky Derrick Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
357 West 200 South, Suite 200
Salt Lake City, UT, 84101