Form D · Commercial

EE Phoenix MF, LP

Dallas, TX · CIK 0001670617

Offering snapshot reported Jul 3, 2017 · SEC filing

Reported sold
$10.4M
Offering amount: $13M
Investors reported
102
Form D · investor count
Minimum accepted
$1
Reported outside-investor minimum
First sale
Jun 3, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.18M$10.4MJun 14, 2016: $1,975,000.00Jun 14, 2016Jul 3, 2017: $10,365,000.00Jul 3, 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$1,975,000 → $10,365,000
  • Reported investors18 → 102

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 3, 2017Amendment$10,365,000$8,390,000vs Jun 14, 2016102SEC filing
Jun 14, 2016Initial$1,975,000No comparison18SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$415K
Finders' fees
$0
Form D file number
021-264975
OFFERING IS CLOSED.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
WealthForge Securities, LLC152550

Source: Form D, filed Jul 3, 2017. 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
Mark Avis Executive
Patrick J. Barber Executive
Yatin Gandhi Executive
Charles A. Omage Executive
Bharat Sangani Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
5005 Lbj Freeway Suite 1200
Dallas, TX, 75244