Form D · Private Equity Fund

IOG Capital Investments I, L.P.

Dallas, TX · CIK 0001609590

Offering snapshot reported Oct 14, 2014 · SEC filing

Reported sold
$66.6M
Offering amount: $66.6M
Investors reported
23
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Sep 30, 2014
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
Oct 14, 2014Initial$66,625,000No comparison23SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.9, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-226326

Source: Form D, filed Oct 14, 2014. 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

IOG CAPITAL INVESTMENTS I, LP

Investment adviser: IOG CAPITAL, LP

Gross asset value
$617K
Beneficial owners
28
ADV minimum commitment
$5M

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

Service providers

Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BKD, LLP DALLAS, Texas, United States
Custodian TEXAS CAPITAL BANCSHARES, INC. DALLAS, Texas, 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

BKD, LLP
PCAOB 686

TEXAS CAPITAL BANCSHARES, INC.
LEI 549300466Q2SXRX0YM48

Filing source

Form ADV 1744416 · Mar 31, 2023 · Schedule D 7.B.(1), fund 805-8654508570

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
Noam P. Berk Promoter
N/A Iog Capital Investments I Gp, Lp Promoter
N/A Iog Capital, Lp Promoter
Marcus C. Rowland Promoter
Charles F. Shufeldt Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2911 Turtle Creek Boulevard Suite 900
Dallas, TX, 75219