Form D · Other Investment Fund

TDEF 5 MHOZ, LP

Salt Lake City, UT · CIK 0001768342

Offering snapshot reported Jun 12, 2025 · SEC filing

Reported sold: $9.85M
Investors reported: 71
Minimum accepted: $0
First sale: Aug 22, 2024

Fundraising history

Reported sold

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$7,389,410 → $9,846,339
Reported investors62 → 71

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 12, 2025	Amendment	$9,846,339	$2,456,929vs Sep 6, 2024	71	SEC filing
Sep 6, 2024	Initial	$7,389,410	No comparison	62	SEC filing
Feb 27, 2019	Amendment	$7,000,000	$0vs Feb 22, 2019	3	SEC filing
Feb 22, 2019	Initial	$7,000,000	No comparison	3	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: 021-523337

Source: Form D, filed Jun 12, 2025. 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

TDEF 5 MHOZ, LP

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

Gross asset value: $34.3M
Beneficial owners: 84
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 805-1693266257

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
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:

404 North 300 West
Salt Lake City, UT, 84101