Form D · Oil and Gas

BOCI Genesis, LP

Austin, TX · CIK 0001681789

Offering snapshot reported Jan 31, 2017 · SEC filing

Reported sold
$115M
Offering amount: $115M
Investors reported
78
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 8, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$57.5M$115MAug 8, 2016: $36,850,000.00Aug 8, 2016Nov 2, 2016: $85,000,000.00Nov 2, 2016Dec 29, 2016: $100,000,000.00Dec 29, 2016Jan 31, 2017: $115,000,000.00Jan 31, 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.

  • Reported sold$100,000,000 → $115,000,000
  • Reported investors62 → 78
  • Minimum accepted$100,000 → $25,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 31, 2017Amendment$115,000,000$15,000,000vs Dec 29, 201678SEC filing
Dec 29, 2016Amendment$100,000,000$15,000,000vs Nov 2, 201662SEC filing
Nov 2, 2016Amendment$85,000,000$48,150,000vs Aug 8, 201662SEC filing
Aug 8, 2016Initial$36,850,000No comparison4SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-268507

Source: Form D, filed Jan 31, 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

BOCI GENESIS, LP

Investment adviser: LSCP ADVISORS, LLC

Gross asset value
$119M
Beneficial owners
79
ADV minimum commitment
$25K

Reported in Form ADV on Mar 31, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ EQ FUND SERVICES, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP DALLAS, Texas, United States
Custodian VERITEX COMMUNITY BANK PLANO, 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

WHITLEY PENN LLP
PCAOB 726

VERITEX COMMUNITY BANK
LEI 549300Q2EZNO3H86ED06

Filing source

Form ADV 1736917 · Mar 31, 2023 · Schedule D 7.B.(1), fund 805-5294345713

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
Michael Mc Williams Executive
Patrick J. Starley Executive
Todd B Stoller Executive

Issuer details

Industry: Oil and Gas (See others in industry)

Address:
98 San Jacinto Boulevard Suite 418
Austin, TX, 78701