Form D · Private Equity Fund

Concorde Capital Energy Partners, LP

Dallas, TX · CIK 0001623004

Offering snapshot reported Oct 23, 2014 · SEC filing

Reported sold: $1.83M
Investors reported: 19
Minimum accepted: $20K
First sale: Jun 25, 2014

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 23, 2014	Initial	$1,830,000	No comparison	19	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 05, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-227028

Source: Form D, filed Oct 23, 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

CONCORDE CAPITAL ENERGY PARTNERS, LP

Investment adviser: CONCORDE CAPITAL CORPORATION

Gross asset value: $404K
Beneficial owners: 20
ADV minimum commitment: $100K

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 BLUE RIVER PARTNERS, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 1502466 · Mar 31, 2021 · Schedule D 7.B.(1), fund 805-6797276827

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Concorde Capital Energy Partners, LP (this fund)	Oct 23, 2014	$1,830,000	19
CONCORDE CAPITAL ENERGY PARTNERS II, LP	Apr 23, 2021	$4,650,000	45

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
Name	Reported role
Gary Wood	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

5430 Lbj Freeway, Suite 1000
Dallas, TX, 75240