PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:09 AM ET

Sponsor Check › Sponsor group

T

Tdef

One sponsor team, 14 deal companies · Salt Lake City, UT

Grouped because: 7 shared people, same business address (14 issuers), similar issuer names (12) (automatic match from the filings) · not the same sponsor?

14deal companies
$270.5Mreported sold
1,425investors
56Form D filings
2012–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 14, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Tdef is a sponsor group of 14 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 56 Form D filings between Jan 2012 and Sep 2026.

What this means One team, 14 deal companies, about 14 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $270.5M to 1,425 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (12), Other Real Estate (1), REITS and Finance (1). Issuers are based in UT (14).

What this means $270.5M raised across the group, about $190K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Rocky Derrick (14 issuers, executive officer and director), Andrew Menlove (11 issuers, executive officer), Carie McNeil (10 issuers, executive officer), Carl Ager (10 issuers, executive officer), Nick Etherington (10 issuers, executive officer) and 2 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Sep 14, 2026.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 56 public filings for Tdef and found 14 differences, 4 worth asking the sponsor about: 8 offerings reported less sold on a later filing than an earlier one; 8 offerings reported fewer investors on a later filing; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Tdef has not run yet — it is joining a line of 8,033 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Tdef..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

14 differences found between the filings for Tdef — 4 worth asking about (compared the newest 50 of 56 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jan 10, 2019 – Jun 13, 2025

8 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — Mountain West Notes, LLC · Amount sold went down between filings — Mountain West Notes, LLC · Amount sold went down between filings — Mountain West Notes QP, LLC · Amount sold went down between filings — Mountain West Notes, LLC · Amount sold went down between filings — Mountain West Notes QP, LLC · and 3 more

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Form D/A (earlier) · Jun 13, 2024 ↗Form D/A (later) · Jun 13, 2025 ↗Mountain West Notes, LLC — PartnerFacts page ↗Form D/A (earlier) · Jun 16, 2023 ↗
Sources
Worth asking · Oct 27, 2016 – Jun 13, 2025

8 offerings reported fewer investors on a later filing

Investor count went down between filings — Mountain West Notes, LLC · Investor count went down between filings — Mountain West Notes, LLC · Investor count went down between filings — Mountain West Notes QP, LLC · Investor count went down between filings — Mountain West Notes, LLC · Investor count went down between filings — Mountain West Notes QP, LLC · and 3 more

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · Jun 13, 2024 ↗Form D/A (later) · Jun 13, 2025 ↗Mountain West Notes, LLC — PartnerFacts page ↗Form D/A (earlier) · Jun 16, 2023 ↗
Sources
Worth asking · May 28, 2015 – Oct 27, 2016

Mark Taylor is no longer listed on the Oct 27, 2016 amendment — Mountain West Debt Fund, LP

Mark Taylor appears on the May 28, 2015 Form D/A (executive officer) but not on the Oct 27, 2016 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · May 28, 2015 ↗Form D/A · Oct 27, 2016 ↗Mark Taylor — PartnerFacts page ↗Mountain West Debt Fund, LP — PartnerFacts page ↗
Sources
Worth asking · May 28, 2015 – Oct 27, 2016

Mark Taylor is no longer listed on the Oct 27, 2016 amendment — Mountain West Notes, LLC

Mark Taylor appears on the May 28, 2015 Form D/A (executive officer) but not on the Oct 27, 2016 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · May 28, 2015 ↗Form D/A · Oct 27, 2016 ↗Mark Taylor — PartnerFacts page ↗Mountain West Notes, LLC — PartnerFacts page ↗
Sources
Note · Feb 22, 2019 – Jun 12, 2025

5 offerings changed their target amount between filings

Offering amount changed between filings — TDEF 5 MHOZ, LP · Offering amount changed between filings — TDEF 9 AZ, LP · Offering amount changed between filings — Mountain West Notes, LLC · Offering amount changed between filings — Mountain West Notes QP, LLC · Offering amount changed between filings — TDEF 5 MHOZ, LP

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D (earlier) · Sep 6, 2024 ↗Form D/A (later) · Jun 12, 2025 ↗TDEF 5 MHOZ, LP — PartnerFacts page ↗Form D (earlier) · Feb 7, 2022 ↗
Sources
Note · Jan 15, 2014 – Jun 13, 2025

9 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Mountain West Notes, LLC (latest filing Jun 13, 2025) · No amendment in the last 12 months on an offering that may still be open — Mountain West Notes QP, LLC (latest filing Jun 12, 2025) · No amendment in the last 12 months on an offering that may still be open — TDEF 5 MHOZ, LP (latest filing Jun 12, 2025) · No amendment in the last 12 months on an offering that may still be open — TDEF POWER RANCH, LP (latest filing Aug 11, 2023) · No amendment in the last 12 months on an offering that may still be open — TDEF 8 MH, LP (latest filing Jun 16, 2023) · and 4 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jun 13, 2025 ↗Mountain West Notes, LLC — PartnerFacts page ↗Form D/A · Jun 12, 2025 ↗Mountain West Notes QP, LLC — PartnerFacts page ↗
Sources
Note · Dec 20, 2013 – Jun 16, 2023

Industry group changed between filings — Mountain West Notes, LLC

"Other" (Dec 20, 2013 to Dec 16, 2022); then "Pooled Investment Fund" (Jun 16, 2023 to Jun 13, 2025).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Dec 20, 2013 ↗Form D/A · Jun 16, 2023 ↗Mountain West Notes, LLC — PartnerFacts page ↗
Sources
Note · Jan 5, 2012 – Sep 14, 2026

Reported net asset value range changed between filings — Mountain West Debt Fund, LP

"$1 - $5,000,000" (Jan 5, 2012); then "$5,000,001 - $25,000,000" (Feb 19, 2013); then "$25,000,001 - $50,000,000" (Jan 17, 2014); then "$50,000,001 - $100,000,000" (May 28, 2015); then "Over $100,000,000" (Jul 27, 2017); then "Decline to Disclose" (Jun 10, 2026); then "Over $100,000,000" (Sep 14, 2026).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Jan 5, 2012 ↗Form D/A · Feb 19, 2013 ↗Form D/A · Jan 17, 2014 ↗Form D/A · May 28, 2015 ↗
Sources
Note · Dec 20, 2013 – Jan 17, 2018

Reported revenue range changed between filings — Mountain West Notes, LLC

"No Revenues" (Dec 20, 2013); then "$1,000,001 - $5,000,000" (May 14, 2014); then "$5,000,001 - $25,000,000" (May 28, 2015); then "Decline to Disclose" (Jan 17, 2018).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Dec 20, 2013 ↗Form D/A · May 14, 2014 ↗Form D/A · May 28, 2015 ↗Form D · Jan 17, 2018 ↗
Sources
Note · Jun 13, 2024 – Jun 13, 2025

Minimum investment changed between filings — Mountain West Notes, LLC

The Jun 13, 2024 filing lists a minimum of $25,000; the Jun 13, 2025 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jun 13, 2024 ↗Form D/A (later) · Jun 13, 2025 ↗Mountain West Notes, LLC — PartnerFacts page ↗
Sources
Note · May 28, 2015 – Oct 27, 2016

Minimum investment changed between filings — Mountain West Debt Fund, LP

The May 28, 2015 filing lists a minimum of $50,000; the Oct 27, 2016 Form D/A lists $250,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · May 28, 2015 ↗Form D/A (later) · Oct 27, 2016 ↗Mountain West Debt Fund, LP — PartnerFacts page ↗
Sources
Note · Jun 9, 2015 – Sep 14, 2026

Member companies were formed in 2 different states

Delaware (12), Utah (2) — out of 14 member issuers. The odd ones out: Mountain West Notes, LLC (Utah); Mountain West Notes QP, LLC (Utah).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Tdef — sponsor group page ↗Mountain West Notes, LLC — PartnerFacts page ↗Mountain West Notes QP, LLC — PartnerFacts page ↗
Sources
Note · Dec 20, 2013 – Jun 13, 2025

Issuer used a different name before — Mountain West Notes, LLC

SEC records list prior names for this filer: Mountain West Senior Secured, LLC. The current name on file is "Mountain West Notes, LLC".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Mountain West Notes, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 56 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

1 of 17 offerings reports sales commissions totalling $6,250; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 14, 2026 D/A
Mountain West Debt Fund, LP
File 021-557558
$0$0$0None listed on this filingEDGAR ↗
Jun 10, 2026 D/A
Mountain West Debt Fund, LP
File 021-171192
$0$0$0None listed on this filingEDGAR ↗
Jun 13, 2025 D/A
Mountain West Notes, LLC
File 021-303457
$0$0$0None listed on this filingEDGAR ↗
Jun 12, 2025 D/A
Mountain West Notes QP, LLC
File 021-346693
$0$0$0None listed on this filingEDGAR ↗
Jun 12, 2025 D/A
TDEF 5 MHOZ, LP
File 021-523337
$0$0$0None listed on this filingEDGAR ↗
Jun 21, 2024 D/A
TDEF 9 AZ, LP
File 021-432650
$0$0$0None listed on this filingEDGAR ↗
Aug 11, 2023 D
TDEF POWER RANCH, LP
File 021-489548
$0$0$0None listed on this filingEDGAR ↗
Jun 16, 2023 D/A
TDEF 8 MH, LP
File 021-426659
$0$0$0None listed on this filingEDGAR ↗
Dec 23, 2021 D
TDEF 8 MHQP, LP
File 021-426641
$0$0$0None listed on this filingEDGAR ↗
Jun 25, 2021 D
TD EQUITY FUND 7, LP
File 021-404332
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2021 D
TDEF 6 Mayflower, LP
File 021-387012
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2020 D
Mountain West REIT, LLC
File 021-358571
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 27, 2019 D/A
TDEF 5 MHOZ, LP
File 021-333316
$0$0$0None listed on this filingEDGAR ↗
Aug 2, 2018 D
MWEF 4 CDM, LP
File 021-318351
$0$0$0None listed on this filingEDGAR ↗
Nov 21, 2017 D
MWEF 3 NWQ, LP
File 021-299257
$0$0$0None listed on this filingEDGAR ↗
Oct 27, 2016 D/A
Mountain West Notes, LLC
File 021-208499
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2015 D
MW Equity Fund I, LP
File 021-241327
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 14 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Tdef in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗MW Mountain West Debt Fund, LPshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund19$602,038,414
offering Indefinite · similar: $155,000–$5,250,000
776
similar: 4–27
$250,000
similar: $1,000–$100,000
2012–2026
EDGAR ↗MW Mountain West Notes, LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund13$30,700,738
offering Indefinite · similar: $155,000–$5,250,000
84
similar: 4–27
$100,000
similar: $1,000–$100,000
2013–2025
EDGAR ↗ME MW Equity Fund I, LPshared people, same business addressSALT LAKE CITY, UTOther Real Estate1$0
offering $30,000,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$250,000
similar: $15,000–$100,000
2015–2015
EDGAR ↗M3 MWEF 3 NWQ, LPshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund1$6,575,000
offering $7,000,000 · similar: $155,000–$5,250,000
29
similar: 4–27
$25,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗M4 MWEF 4 CDM, LPshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund1$2,825,000
offering $2,825,000 · similar: $155,000–$5,250,000
27
similar: 4–27
$50,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗T5 TDEF 5 MHOZ, LPshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund4$9,846,339
offering $15,000,000 · similar: $155,000–$5,250,000
71
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2025
EDGAR ↗MW Mountain West Notes QP, LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund7$64,872,451
offering Indefinite · similar: $155,000–$5,250,000
39
similar: 4–27
$500,000
similar: $1,000–$100,000
2019–2025
EDGAR ↗MW Mountain West REIT, LLCshared people, same business address, similar issuer namesSALT LAKE CITY, UTREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2020–2020
EDGAR ↗T6 TDEF 6 Mayflower, LPshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund1$3,600,000
offering $3,600,000 · similar: $155,000–$5,250,000
22
similar: 4–27
$25,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗TE TD EQUITY FUND 7, LPshared people, same business addressSALT LAKE CITY, UTPooled Investment Fund1$40,000,000
offering $40,000,000 · similar: $155,000–$5,250,000
94
similar: 4–27
$25,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗T8 TDEF 8 MH, LPshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund3$41,408,000
offering $50,000,000 · similar: $155,000–$5,250,000
99
similar: 4–27
$250,000
similar: $1,000–$100,000
2021–2023
EDGAR ↗T8 TDEF 8 MHQP, LPshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund1$4,300,000
offering $50,000,000 · similar: $155,000–$5,250,000
15
similar: 4–27
$250,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗T9 TDEF 9 AZ, LPshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund2$7,165,805
offering $7,165,805 · similar: $155,000–$5,250,000
19
similar: 4–27
$250,000
similar: $1,000–$100,000
2022–2024
EDGAR ↗TP TDEF POWER RANCH, LPshared people, same business address, similar issuer namesSALT LAKE CITY, UTPooled Investment Fund1$21,350,000
offering Indefinite · similar: $155,000–$5,250,000
25
similar: 4–27
$250,000
similar: $1,000–$100,000
2023–2023

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Other Real Estate / 506(b) (5,033 filings); REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 14, 2026Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$73,492,688
EDGAR ↗Jun 10, 2026Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$602,038,414
EDGAR ↗Sep 15, 2025Mountain West Debt Fund, LPDPooled Investment FundIndefinite$38,432,393
EDGAR ↗Jun 13, 2025Mountain West Notes, LLCD/APooled Investment FundIndefinite$8,168,360
EDGAR ↗Jun 13, 2025Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$548,687,525
EDGAR ↗Jun 12, 2025Mountain West Notes QP, LLCD/APooled Investment FundIndefinite$51,620,522
EDGAR ↗Jun 12, 2025TDEF 5 MHOZ, LPD/APooled Investment Fund$15,000,000$9,846,339
EDGAR ↗Sep 6, 2024TDEF 5 MHOZ, LPDPooled Investment Fund$8,950,000$7,389,410
EDGAR ↗Jun 21, 2024TDEF 9 AZ, LPD/APooled Investment Fund$7,165,805$7,165,805
EDGAR ↗Jun 13, 2024Mountain West Notes QP, LLCD/APooled Investment FundIndefinite$46,892,072
EDGAR ↗Jun 13, 2024Mountain West Notes, LLCD/APooled Investment FundIndefinite$9,494,171
EDGAR ↗Jun 13, 2024Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$495,978,904
EDGAR ↗Aug 11, 2023TDEF POWER RANCH, LPDPooled Investment FundIndefinite$21,350,000
EDGAR ↗Jun 16, 2023TDEF 8 MH, LPD/APooled Investment Fund$50,000,000$41,408,000
EDGAR ↗Jun 16, 2023Mountain West Notes, LLCD/APooled Investment Fund$60,000,000$11,148,835
EDGAR ↗Jun 15, 2023Mountain West Notes QP, LLCD/APooled Investment FundIndefinite$63,187,426
EDGAR ↗Jun 15, 2023Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$457,151,397
EDGAR ↗Dec 16, 2022Mountain West Notes, LLCD/AOther$60,000,000$11,379,613
EDGAR ↗Dec 8, 2022TDEF 8 MH, LPD/APooled Investment Fund$50,000,000$3,923,000
EDGAR ↗Aug 3, 2022Mountain West Notes QP, LLCD/APooled Investment FundIndefinite$64,872,451
EDGAR ↗Jul 1, 2022Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$414,808,254
EDGAR ↗Feb 7, 2022TDEF 9 AZ, LPDPooled Investment Fund$5,275,000$5,275,000
EDGAR ↗Dec 23, 2021TDEF 8 MH, LPDPooled Investment Fund$50,000,000$900,000
EDGAR ↗Dec 23, 2021TDEF 8 MHQP, LPDPooled Investment Fund$50,000,000$4,300,000
EDGAR ↗Dec 22, 2021Mountain West Notes, LLCD/AOther$60,000,000$9,016,282
EDGAR ↗Aug 11, 2021Mountain West Notes QP, LLCD/APooled Investment Fund$100,000,000$60,752,537
EDGAR ↗Jul 15, 2021Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$362,889,623
EDGAR ↗Jun 25, 2021TD EQUITY FUND 7, LPDPooled Investment Fund$40,000,000$40,000,000
EDGAR ↗Jan 21, 2021TDEF 6 Mayflower, LPDPooled Investment Fund$3,600,000$3,600,000
EDGAR ↗Jan 5, 2021Mountain West Notes, LLCD/AOther$60,000,000$11,263,724
EDGAR ↗Aug 14, 2020Mountain West Notes QP, LLCD/APooled Investment Fund$100,000,000$55,226,166
EDGAR ↗Jul 17, 2020Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$326,888,814
EDGAR ↗Jan 21, 2020Mountain West REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 31, 2019Mountain West Notes, LLCD/AOther$60,000,000$25,032,575
EDGAR ↗Aug 15, 2019Mountain West Notes QP, LLCDPooled Investment Fund$100,000,000$3,072,188
EDGAR ↗Jul 19, 2019Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$232,035,740
EDGAR ↗Feb 27, 2019TDEF 5 MHOZ, LPD/APooled Investment Fund$50,000,000$7,000,000
EDGAR ↗Feb 22, 2019TDEF 5 MHOZ, LPDPooled Investment Fund$30,000,000$7,000,000
EDGAR ↗Jan 10, 2019Mountain West Notes, LLCD/AOther$60,000,000$30,700,738
EDGAR ↗Aug 2, 2018MWEF 4 CDM, LPDPooled Investment Fund$2,825,000$2,825,000
EDGAR ↗Jul 20, 2018Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$167,576,317
EDGAR ↗Jan 17, 2018Mountain West Notes, LLCDOther$60,000,000$27,869,472
EDGAR ↗Nov 21, 2017MWEF 3 NWQ, LPDPooled Investment Fund$7,000,000$6,575,000
EDGAR ↗Jul 27, 2017Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$99,300,667
EDGAR ↗Oct 27, 2016Mountain West Notes, LLCD/AOtherIndefinite$14,341,871
EDGAR ↗Oct 27, 2016Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$80,214,765
EDGAR ↗Jun 9, 2015MW Equity Fund I, LPDOther Real Estate$30,000,000$0
EDGAR ↗May 28, 2015Mountain West Notes, LLCD/AOtherIndefinite$7,524,193
EDGAR ↗May 28, 2015Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$73,770,858
EDGAR ↗May 14, 2014Mountain West Notes, LLCD/AOtherIndefinite$2,626,000
EDGAR ↗May 14, 2014Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$44,342,000
EDGAR ↗Jan 17, 2014Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$35,257,000
EDGAR ↗Dec 20, 2013Mountain West Notes, LLCDOtherIndefinite$0
EDGAR ↗Feb 19, 2013Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$15,856,000
EDGAR ↗Jan 5, 2012Mountain West Debt Fund, LPD/APooled Investment FundIndefinite$2,500,000
EDGAR ↗Jan 5, 2012Mountain West Debt Fund, LPDPooled Investment FundIndefinite$2,500,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 14, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2012), Other (2013), Other Real Estate (2015), Pooled Investment Fund (2017–2019), REITS and Finance (2020). Latest offering: Pooled Investment Fund (2021–2025; most recent Sep 15, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
RD Rocky DerrickExecutive Officer, Director14Feb 19, 2013 → Sep 14, 2026
AM Andrew MenloveExecutive Officer11Jul 27, 2017 → Sep 14, 2026
CM Carie McNeilExecutive Officer10Jul 17, 2020 → Sep 14, 2026
CA Carl AgerExecutive Officer10Jul 17, 2020 → Sep 14, 2026
NE Nick EtheringtonExecutive Officer10Jul 17, 2020 → Sep 14, 2026
TR Tally RingwoodExecutive Officer9Jun 25, 2021 → Sep 14, 2026
MT Mark TaylorExecutive Officer, Director3Jan 5, 2012 → Jun 9, 2015

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Tdef.

Meta advertising

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Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Tdef's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #8,962 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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