Form D · Hedge Fund

Belridge Energy Advisors, LP

Burlingame, CA · CIK 0001335361

Offering snapshot reported Jun 9, 2017 · SEC filing

Reported sold
$92.2M
Indefinite offering
Investors reported
46
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 1, 2005
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$46.1M$92.2MJun 25, 2009: $83,975,000.00Jun 25, 2009Jun 25, 2010: $92,160,000.00Jun 24, 2011: $92,160,000.00Jun 22, 2012: $92,160,000.00Jun 17, 2013: $92,160,000.00Jun 11, 2014: $92,160,000.00Jun 11, 2015: $92,160,000.00Jun 10, 2016: $92,160,000.00Jun 9, 2017: $92,160,000.00Jun 9, 2017

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.

  • Minimum accepted$1,000,000 → $0

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 9, 2017Amendment$92,160,000$0vs Jun 11, 201546SEC filing
Jun 10, 2016Amendment$92,160,000$0vs Jun 11, 201546SEC filing
Jun 11, 2015Amendment$92,160,000$0vs Jun 11, 201446SEC filing
Jun 11, 2014Amendment$92,160,000$0vs Jun 17, 201346SEC filing
Jun 17, 2013Amendment$92,160,000$0vs Jun 22, 201246SEC filing
Jun 22, 2012Amendment$92,160,000$0vs Jun 24, 201146SEC filing
Jun 24, 2011Amendment$92,160,000$0vs Jun 25, 201046SEC filing
Jun 25, 2010Amendment$92,160,000$8,185,000vs Jun 25, 200946SEC filing
Jun 25, 2009Amendment$83,975,000No comparison24SEC filing
Aug 4, 2005PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-79919

Source: Form D, filed Jun 9, 2017. 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

BELRIDGE ENERGY ADVISORS, LP

Investment adviser: PENINSULA-JVL CAPITAL ADVISORS, LLC

Gross asset value
$7.82M
Beneficial owners
36
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor MELTON & MELTON. LLP HOUSTON, Texas, United States
Custodian AMEGY INVESTMENTS, INC. HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MELTON & MELTON. LLP
PCAOB 777

AMEGY INVESTMENTS, INC.
SEC 8-65399

Filing source

Form ADV 1526748 · Mar 31, 2021 · Schedule D 7.B.(1), fund 805-1169911542

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
Scott A. Bedford Executive
John V. Lovoi Executive
Peninsula Jvl Capital Advisors, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Peninsula Jvl Capital Advisors 1229 Burlingame Avenue, Suite 205
Burlingame, CA, 94010