Form D · Other Investment Fund

MWEF 4 CDM, LP

Salt Lake City, UT · CIK 0001748304

Offering snapshot reported Aug 2, 2018 · SEC filing

Reported sold: $2.83M
Investors reported: 27
Minimum accepted: $50K
First sale: Jul 20, 2018

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 2, 2018	Initial	$2,825,000	No comparison	27	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-318351

Source: Form D, filed Aug 2, 2018. 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 4 CDM, LP

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

Gross asset value: $2.71M
Beneficial owners: 22
ADV minimum commitment: $50K

Reported in Form ADV on Mar 26, 2021. 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: No (provided to no investors) Related to adviser: No

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

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

WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFXT09

Filing source

Form ADV 1504735 · Mar 26, 2021 · Schedule D 7.B.(1), fund 805-3871157115

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
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