Form D · Other Investment Fund
Lone Oak Minerals, LP
Fort Worth, TX · CIK 0001650310
Offering snapshot reported Feb 17, 2016 · SEC filing
- Reported sold
- $1.2M Offering amount: $5M
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Feb 8, 2016 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 17, 2016 | Initial | $1,200,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-257612
Source: Form D, filed Feb 17, 2016. 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
LONE OAK MINERALS, LP
Investment adviser: WOLSEY INVESTMENTS, LLC
- Gross asset value
- $0
- Beneficial owners
- 0
- ADV minimum commitment
- $100K
Reported in Form ADV on Feb 24, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 981464 · Feb 24, 2016 · Schedule D 7.B.(1), fund 805-6005914559
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 |
|---|---|
| Lp Lone Oak Minerals Gp | Promoter |
| Randy Wolsey | Director, Executive, Promoter |
| Coleman Wolsey | Director, Executive, Promoter |
| Llc Wolsey Equity | Promoter |
| Llc Wolsey Investments | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Fort Worth, TX, 76107