Form D · Oil and Gas

BRG 2016-I Oil & Gas Opportunity Fund LP

Tulsa, OK · CIK 0001656225

Offering snapshot reported May 16, 2016 · SEC filing

Reported sold
$8.23M
Offering amount: $8.23M
Investors reported
144
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Nov 12, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.11M$8.23MOct 20, 2015Apr 13, 2016: $8,225,000.00May 16, 2016: $8,225,000.00May 16, 2016

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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 16, 2016Amendment$8,225,000$0vs Apr 13, 2016144SEC filing
Apr 13, 2016Amendment$8,225,000No comparison144SEC filing
Oct 20, 2015InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$524K
Finders' fees
$0
Form D file number
021-249779

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Bryan Kocen2119036Financial Goal Securities Inc · CRD 19066
Gail Kocen2259803Financial Goal Securities Inc · CRD 19066
Joel Kocen1306954Financial Goal Securities Inc · CRD 19066
Jordan Gibbs5567629Financial Goal Securities Inc · CRD 19066
Russell Ketron26772Protected Investors of America · CRD 6082
Robert E Gee219226Foothill Securities Inc · CRD 1027
Dieter Kaelker1042354Foothill Securities Inc · CRD 1027
Mary Gustafson1211486Foothill Securities Inc · CRD 1027
James Doug Horn1721412Foothill Securities Inc · CRD 1027
Ben Wong1211472Commonwealth Financial Network · CRD 8032
Harry Rubins1456869Foothill Securities Inc. · CRD 1027
Fred Baerenz2388453Kalos Capital, Inc. · CRD 44337

Source: Form D, filed May 16, 2016. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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 W Burkhart Director, Executive
James L Burkhart Director, Executive
Robert E Gee Director, Executive
Scott S Gruns Director, Executive
B. J. Reid Director, Executive
Steven J Williams Director, Executive
Clyde Wooten Director, Executive
Clyde Wootten Director, Executive

Issuer details

Industry: Oil and Gas (See others in industry)

Address:
7134 South Yale Avenue Suite 600
Tulsa, OK, 74136