Tdef 5 Mhoz, LP is a private investment fund based in Salt Lake City, Utah. According to its most recent Form D, filed Jun 12, 2025, it has sold $9,846,339 of interests to 71 investors since its first sale in Aug 2024. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Nick Etherington; Carie McNeil; Carl Ager.
- Total raised
- $9,846,339Cumulative sales reported on Form D
- Investors
- 71
- First sale
- Aug 22, 2024
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Nick Etherington; Carie McNeil; Carl Ager
- Latest Form D
- Jun 12, 2025
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 Tdef 5 Mhoz, LP
What is the minimum investment for Tdef 5 Mhoz, LP?
Tdef 5 Mhoz, LP's latest Form D, filed Jun 12, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Tdef 5 Mhoz, LP?
Tdef 5 Mhoz, LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Tdef 5 Mhoz, LP raised?
Tdef 5 Mhoz, LP reports $9,846,339 sold from 71 investors on its Form D filed Jun 12, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Tdef 5 Mhoz, LP based?
Tdef 5 Mhoz, LP is based in Salt Lake City, Utah.
When did Tdef 5 Mhoz, LP launch?
Tdef 5 Mhoz, LP reports its first sale in Aug 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 84% of the 197 private investment funds based in Utah, and more than 41% of all 10,333 that report sales.