Form D · Investing

HH-Utility LP

Dallas, TX · CIK 0001707992

Offering snapshot reported May 31, 2017 · SEC filing

Reported sold
$6.1M
Indefinite offering
Investors reported
14
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 25, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 31, 2017Initial$6,100,610No comparison14SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-287755

Source: Form D, filed May 31, 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

HH-UTILITY LP

Investment adviser: HEP PARTNERS LLC

Gross asset value
$59.4M
Beneficial owners
16
ADV minimum commitment
$0

Reported in Form ADV on Mar 31, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BAKER TILLY US, LLP PLANO, Texas, United States
Custodian JP MORGAN CHASE BANK NA DALLAS, Texas, United States Related to adviser: No
Custodian TOLLESON PRIVATE BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

Filing source

Form ADV 1745108 · Mar 31, 2023 · Schedule D 7.B.(1), fund 805-8652936348

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
Thomas O Hicks Promoter
Mack Hicks Promoter
Thomas O Hicks Jr Promoter
Richard D Stone Promoter

Issuer details

Industry: Investing (See others in industry)

Address:
2200 Ross Ave 50 Th Floor
Dallas, TX, 75201