Form D · Other Banking and Financial Services
Morgan & Collier Smith Debt Fund LLC
Lake Oswego, OR · CIK 0001689260
Offering snapshot reported Nov 25, 2019 · SEC filing
- Reported sold
- $7.82M Offering amount: $100M
- Investors reported
- 26 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Oct 31, 2016 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 25, 2019 | Amendment | $7,824,596 | $0vs Oct 3, 2019 | 26 | SEC filing |
| Oct 3, 2019 | Amendment | $7,824,596 | No comparison | 26 | SEC filing |
| Sep 5, 2018 | Amendment | $7,415,084 | $2,262,683vs Nov 6, 2017 | 26 | SEC filing |
| Nov 6, 2017 | Amendment | $5,152,401 | $5,027,401vs Nov 4, 2016 | 20 | SEC filing |
| Nov 4, 2016 | Initial | $125,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-273805
Source: Form D, filed Nov 25, 2019. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Jefry Baker | Executive |
| Morgan Smith | Executive |
| Philip Collier Smith | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:Lake Oswego, OR, 97035