Form D · Other

UMT Mack LP

Dallas, TX · CIK 0001957309

Offering snapshot reported Oct 15, 2025 · SEC filing

Reported sold: $1.65M
Investors reported: 15
Minimum accepted: $50K
First sale: Sep 30, 2025

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
Oct 15, 2025	Initial	$1,650,000	No comparison	15	SEC filing
Dec 23, 2022	Initial	$8,201,000	No comparison	26	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-560973

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
N/A	None

Source: Form D, filed Oct 15, 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

UMT MACK LP

Investment adviser: MACK & CO. PARTNERS, LP

Gross asset value: $9.05M
Beneficial owners: 30
ADV minimum commitment: $50K

Reported in Form ADV on May 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JUNIPER SQUARE, INC. SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, L.L.P. FORT WORTH, Texas, United States

Custodian JPMORGAN CHASE BANK, NA TAMPA, Florida, United States Related to adviser: No

Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No

Marketer M&CO. SECURITIES LLC NEW HOPE, Pennsylvania, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

M&CO. SECURITIES LLC
CRD 332390 · SEC 8-71260

Filing source

Form ADV 2103883 · May 7, 2026 · Schedule D 7.B.(1), fund 805-6390041552

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
Roszell Mack	Executive
N/A Mack & Co. Gp Llc	Director, Executive

Issuer details

Industry: Other (See others in industry)

Address:

2555 N. Pearl Street Suite 1604
Dallas, TX, 75201