Form D · Hedge Fund

ADVISORY RESEARCH ENERGY FUND LP

Chicago, IL · CIK 0001322311

Offering snapshot reported Feb 18, 2022 · SEC filing

Reported sold
$240M
Indefinite offering
Investors reported
117
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Mar 1, 2005
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$120M$240MFeb 10, 2010: $164,493,235.00Feb 10, 2010Jan 26, 2011: $165,750,235.00Jan 23, 2012: $174,550,571.00Jan 23, 2013: $198,550,071.00Jan 23, 2014: $200,863,550.00Jan 29, 2015: $238,741,756.00Feb 22, 2016: $239,515,158.00Feb 23, 2017: $239,767,795.00Feb 23, 2018: $239,767,795.00Feb 22, 2019: $239,767,795.00Feb 21, 2020: $239,767,795.00Feb 19, 2021: $239,767,795.00Feb 18, 2022: $239,767,795.00Feb 18, 2022

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 18, 2022Amendment$239,767,795$0vs Feb 19, 2021117SEC filing
Feb 19, 2021Amendment$239,767,795$0vs Feb 21, 2020117SEC filing
Feb 21, 2020Amendment$239,767,795$0vs Feb 22, 2019117SEC filing
Feb 22, 2019Amendment$239,767,795$0vs Feb 23, 2018117SEC filing
Feb 23, 2018Amendment$239,767,795$0vs Feb 23, 2017117SEC filing
Feb 23, 2017Amendment$239,767,795$252,637vs Feb 22, 2016117SEC filing
Feb 22, 2016Amendment$239,515,158$773,402vs Jan 29, 2015116SEC filing
Jan 29, 2015Amendment$238,741,756$37,878,206vs Jan 23, 2014115SEC filing
Jan 23, 2014Amendment$200,863,550$2,313,479vs Jan 23, 2013113SEC filing
Jan 23, 2013Amendment$198,550,071$23,999,500vs Jan 23, 2012112SEC filing
Jan 23, 2012Amendment$174,550,571$8,800,336vs Jan 26, 2011105SEC filing
Jan 26, 2011Amendment$165,750,235$1,257,000vs Feb 10, 201099SEC filing
Feb 10, 2010Amendment$164,493,235No comparison93SEC filing
Mar 24, 2005PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$1.47K (estimated)
Finders' fees
$0
Form D file number
021-75399
The sales commission reported is that which was paid in 2015 and 2016. No additional commissions have been paid since that time and the Issuer is no longer using a broker to make sales of the Issuer's securities

Source: Form D, filed Feb 18, 2022. 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

PALO DURO ENERGY FUND, LP

Investment adviser: PALO DURO INVESTMENT PARTNERS, LP

Gross asset value
$3.04M
Beneficial owners
5
ADV minimum commitment
$500K

Reported in Form ADV on Mar 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS PRIVATE FUND SOLUTIONS, LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor TOPEL FORMAN LLC CHICAGO, Illinois, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian NORTHBROOK BANK & TRUST ROSEMONT, Illinois, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

TOPEL FORMAN LLC
PCAOB 5181

JEFFERIES LLC
SEC 8-15074 · LEI 58PU97L1C0WSRCWADL48

NORTHBROOK BANK & TRUST
LEI Q774KI4AW80FHFW33O61

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 2061271 · Mar 19, 2026 · Schedule D 7.B.(1), fund 805-1073509128

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
NameReported role
Heather Calby Executive
Tim Carter Executive
Timothy L Carter Executive
Christopher Crawshaw Director, Executive
Jim Cunnane Director, Executive
Ellen Freeman Executive
John Gallo Director
John Gallop Director
David B. Heller Executive
Cari Ann Hopfensperger Executive
Laura Moret Executive
Brien O'brien Director
Debbra Schoneman Director
Thomas Smith Director
Steiner Susan Executive
Matthew Swaim Director
Bruce Zessar Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
180 North Stetson Suite 5500
Chicago, IL, 60611