Form D · Commercial

ApexOne Growth & Investment Fund I, LP

Houston, TX · CIK 0001598059

Offering snapshot reported Feb 28, 2014 · SEC filing

Reported sold
$2.55M
Offering amount: $25M
Investors reported
9
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Feb 18, 2014
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 28, 2014Initial$2,550,000No comparison9SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$32.5K (estimated)
Finders' fees
$0
Form D file number
021-212733

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Emerson Equity, LLC130032Emerson Equity, LLC · CRD 130032
Argentus Securities LLC45915Argentus Securities LLC · CRD 45915

Source: Form D, filed Feb 28, 2014. 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

APEXONE GROWTH & INCOME FUND I, LP

Investment adviser: APEXONE REALTY ADVISORS, LLC

Gross asset value
$14.4M
Beneficial owners
75
ADV minimum commitment
$50K

Reported in Form ADV on Mar 1, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FLEMING FINANCIAL SERVICES, INC. BEL AIR, Maryland, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER & TIDWELL, LLP HOUSTON, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

WEAVER & TIDWELL, LLP
PCAOB 410

Filing source

Form ADV 1280056 · Mar 1, 2019 · Schedule D 7.B.(1), fund 805-7901723680

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
Tim Burns Director, Executive
James Hearn Director, Executive
Ernest Johnson Director, Executive
William Saul Director, Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
C/O Apexone Investment Partners, Llc 2603 Augusta Drive, Suite 400
Houston, TX, 77057