Form D · Oil and Gas

IOG Class S Investment Vehicle I, LP

Dallas, TX · CIK 0001671230

Offering snapshot reported Mar 23, 2017 · SEC filing

Reported sold
$25M
Offering amount: $25M
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 18, 2015
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
Mar 23, 2017Initial$25,000,000No comparison1SEC 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
021-283233

Source: Form D, filed Mar 23, 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

IOG CLASS S INVESTMENT VEHICLE I, LP

Investment adviser: IOG CAPITAL, LP

Gross asset value
$151K
Beneficial owners
1
ADV minimum commitment
$1M

Reported in Form ADV on Mar 29, 2022. 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 1633373 · Mar 29, 2022 · Schedule D 7.B.(1), fund 805-1956573756

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, Lp Promoter
Marcus C. Rowland Promoter
Charles F. Shufeldt Promoter

Issuer details

Industry: Oil and Gas (See others in industry)

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