MHA Intermediate Duration Trust
MHA Intermediate Duration Trust is a private investment fund based in Madison, Mississippi. According to its most recent Form D, filed Feb 10, 2020, it has sold $184,371,260 of interests to 22 investors since its first sale in Aug 2014. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Richard Grimes; MHA Solutions, Inc; Mississippi Hospital Association.
- Total raised
- $184,371,260Cumulative sales reported on Form D
- Investors
- 22
- First sale
- Aug 19, 2014
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Richard Grimes; MHA Solutions, Inc; Mississippi Hospital Association
- Latest Form D
- Feb 10, 2020
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about MHA Intermediate Duration Trust
What is the minimum investment for MHA Intermediate Duration Trust?
According to its latest Form D, filed Feb 10, 2020, the minimum investment MHA Intermediate Duration Trust accepts from an outside investor is $100,000.
Who can invest in MHA Intermediate Duration Trust?
MHA Intermediate Duration Trust is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has MHA Intermediate Duration Trust raised?
MHA Intermediate Duration Trust reports $184,371,260 sold from 22 investors on its Form D filed Feb 10, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is MHA Intermediate Duration Trust based?
MHA Intermediate Duration Trust is based in Madison, Mississippi.
When did MHA Intermediate Duration Trust launch?
MHA Intermediate Duration Trust reports its first sale in Aug 2014.
Size compared with every private investment fund
Raised more than 86% of the 7 private investment funds based in Mississippi, and more than 78% of all 10,255 that report sales.