Form D · Private Equity Fund
O-Tex Investments 2008 LLC
Duncan, OK · CIK 0001470366
Offering snapshot reported Aug 17, 2009 · SEC filing
- Reported sold
- $841K Offering amount: $841K
- Investors reported
- 41 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Aug 6, 2009 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 17, 2009 | Initial | $841,000 | No comparison | 41 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $50.5K
- Finders' fees
- $0
- Form D file number
- 021-133726
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Wells Nelson & Associates | 104030 | Wells Nelson & Associates · CRD 104030 |
Source: Form D, filed Aug 17, 2009. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| James Barnes | Promoter |
| Jimmy Cooper | Executive |
| Lyle Roggow | Director, Executive |
| Swovc Swovc Management Llc | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
921 West Main
Duncan, OK, 73533
Duncan, OK, 73533