Form D · Other Investment Fund

TD EQUITY FUND 7, LP

Salt Lake City, UT · CIK 0001869495

Offering snapshot reported Jun 25, 2021 · SEC filing

Reported sold
$40M
Offering amount: $40M
Investors reported
94
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 14, 2021
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
Jun 25, 2021Initial$40,000,000No comparison94SEC 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
021-404332

Source: Form D, filed Jun 25, 2021. 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

TD EQUITY FUND 7, LP

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

Gross asset value
$36.7M
Beneficial owners
83
ADV minimum commitment
$250K

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 805-4752326692

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