Form D · Private Equity Fund

Concorde eOriginal Partners, L.P.

Dallas, TX · CIK 0001635274

Offering snapshot reported Nov 15, 2016 · SEC filing

Reported sold
$17.4M
Indefinite offering
Investors reported
67
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 24, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.72M$17.4MMar 6, 2015: $960,000.00Mar 6, 2015Nov 15, 2016: $17,438,549.00Nov 15, 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.

  • Reported sold$960,000 → $17,438,549
  • Reported investors20 → 67

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 15, 2016Amendment$17,438,549$16,478,549vs Mar 6, 201567SEC filing
Mar 6, 2015Initial$960,000No comparison20SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-235383

Source: Form D, filed Nov 15, 2016. 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 EORIGINAL PARTNERS, L.P.

Investment adviser: CONCORDE CAPITAL CORPORATION

Gross asset value
$347K
Beneficial owners
74
ADV minimum commitment
$100K

Reported in Form ADV on Mar 28, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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
No
External marketing
No

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 1859590 · Mar 28, 2024 · Schedule D 7.B.(1), fund 805-6000655534

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
N/A Concorde Capital Corporation Executive
Gary B. Wood Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5430 Lbj Freeway, Suite 1000
Dallas, TX, 75240