FormDSignal
47

McCarthy Investment Company amends offering as $59.84B fund continues operations

Fund raise update · Other fund · Open-ended · ST. LOUIS, MO · Form D/A filed 2026-10-09 · sponsor: McCarthy · all Mccarthy vehicles

McCarthy Investment Company, a Missouri-based pooled investment fund, has filed an amendment to its indefinite offering under Regulation D exemption 6(b). The fund has sold $59.84B to 35 investors since its first sale in October 2013.

Note: Filing is an amendment (D/A) to an existing offering; fund has been operating since 2013 with no placement agent listed.

$100M+ soldCapital closing nowother

How this compares

  • Across 242 other fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 4 months.
  • No earlier fund launch by this sponsor appears on EDGAR.

Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.

Raise progress

Sold rose from $51.87B to $59.84B (+$7.97B) in 354 days since the previous filing.

FiledFormSoldInvestorsChange
2024-10-29D/A$45.77B35
2025-10-20D/A$51.87B35+$6.09B
2026-10-09D/A$59.84B35+$7.97B

Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.

McCarthy on EDGAR

Earlier and related filings by the same issuer and sponsor. All Mccarthy vehicles →

People on the filing

Kristine M. NewmanExecutive Officer
Danel DillonExecutive Officer

[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers

Signed by Danel Dillon, Manager.

Why now — by persona

  • Fund audit & tax:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
  • Fund administrator:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock

Filing contact

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