Form D · Private Equity Fund

EOC Partners Co-Invest Fund - R LP

Houston, TX · CIK 0001932741

Offering snapshot reported Aug 18, 2022 · SEC filing

Reported sold
$7.4M
Offering amount: $7.4M
Investors reported
5
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 27, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 5

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 18, 2022Amendment$7,400,000No comparison5SEC filing
Jun 9, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-448708

Source: Form D, filed Aug 18, 2022. 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

EOC PARTNERS CO-INVEST FUND - R LP

Investment adviser: EOC PARTNERS ADVISORS L.P.

Gross asset value
$0
Beneficial owners
4
ADV minimum commitment
$400K

Reported in Form ADV on Mar 27, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ-EQ (US) DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP HOUSTON, Texas, United States
Custodian CITIBANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WHITLEY PENN LLP
PCAOB 726

Filing source

Form ADV 1954145 · Mar 27, 2025 · Schedule D 7.B.(1), fund 805-5854267454

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 Energy Opportunities Capital Partners L.L.C. Promoter
N/A Eoc Partners Co Invest Gp R Lp Promoter
Nicholas Fersen Executive
Richard Punches Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1717 West Loop South, 18 Th Floor
Houston, TX, 77027