Form D · Other Investment Fund
BEP Legacy A, LLC
Houston, TX · CIK 0001488625
Offering snapshot reported Nov 2, 2017 · SEC filing
- Reported sold
- $2.28M Offering amount: $2.28M
- Investors reported
- 61 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 24, 2017 As reported in this filing
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 |
|---|---|---|---|---|---|
| Nov 2, 2017 | Initial | $2,283,908 | No comparison | 61 | SEC filing |
| Dec 23, 2010 | Amendment | $717,650,000 | $233,950,000vs Nov 3, 2010 | 62 | SEC filing |
| Nov 3, 2010 | Amendment | $483,700,000 | $132,200,000vs Oct 7, 2010 | 46 | SEC filing |
| Oct 7, 2010 | Amendment | $351,500,000 | $62,000,000vs Sep 1, 2010 | 29 | SEC filing |
| Sep 1, 2010 | Amendment | $289,500,000 | $74,450,000vs May 18, 2010 | 22 | SEC filing |
| May 18, 2010 | Initial | $215,050,000 | No comparison | 18 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-297981
Source: Form D, filed Nov 2, 2017. 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
BEP LEGACY A, LLC
Investment adviser: ENERVEST INVESTMENT SERVICES, L.L.C.
- Gross asset value
- $1.96M
- Beneficial owners
- 49
- ADV minimum commitment
- $0
Reported in Form ADV on May 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Filing source
Form ADV 2103663 · May 6, 2026 · Schedule D 7.B.(1), fund 805-2804358311
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.
| Name | Reported role |
|---|---|
| N/A Bep Management Partners, Llc | Director |
| Kellie Day | Executive |
| N/A Ener Vest, Ltd. | Director |
| N/A Ener Vest Management Gp, L.C. | Executive |
| Mark Houser | Executive |
| James M. Vanderhider | Executive |
| John Walker | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Houston, TX, 77002