Form D · Oil and Gas

BRG 2017-I Oil & Gas Opportunity Fund, LP

Tulsa, OK · CIK 0001714077

Offering snapshot reported Jan 11, 2018 · SEC filing

Reported sold
$5.66M
Offering amount: $5.66M
Investors reported
109
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Aug 3, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.83M$5.66MAug 8, 2017: $75,000.00Aug 8, 2017Jan 11, 2018: $5,655,000.00Jan 11, 2018

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$75,000 → $5,655,000
  • Reported investors2 → 109

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 11, 2018Amendment$5,655,000$5,580,000vs Aug 8, 2017109SEC filing
Aug 8, 2017Initial$75,000No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
Yes
Sales commissions
$267K
Finders' fees
$0
Form D file number
021-292335

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Jordan Gibbs5567629Financial Goal Securities, Inc. · CRD 19066
Bryan S. Kocen2119036Financial Goal Securities, Inc. · CRD 19066
Joel Kocen1306954Financial Goal Securities, Inc. · CRD 19066

Source: Form D, filed Jan 11, 2018. 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
Brian J. Flynn Executive
Robert E. Gee Director, Executive
Scott S Gruns Director, Executive
B. J. Reid Director, Executive
Steven J. Williams Director, Executive
Clyde Wootton Director, Executive

Issuer details

Industry: Oil and Gas (See others in industry)

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