Form D · Other Energy

OFS Energy Fund III (M), LP

Houston, TX · CIK 0001601473

Offering snapshot reported May 8, 2014 · SEC filing

Reported sold
$18.3M
Offering amount: $18.3M
Investors reported
37
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Feb 19, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.16M$18.3MMar 4, 2014: $7,000,000.00Mar 4, 2014May 8, 2014: $18,328,128.00May 8, 2014

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$7,000,000 → $18,328,128
  • Reported investors2 → 37
  • Minimum accepted$2,000,000 → $100,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 8, 2014Amendment$18,328,128$11,328,128vs Mar 4, 201437SEC filing
Mar 4, 2014Initial$7,000,000No comparison2SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-212877
Total offering amount previously reported has been reduced to amount sold by this issuer.
Units consisting of Limited Partnership Interests and General Partner Interest

Source: Form D, filed May 8, 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

OFS ENERGY FUND III (M), LP

Investment adviser: OFS ENERGY FUND, LLC

Gross asset value
$2.41M
Beneficial owners
37
ADV minimum commitment
$2M

Reported in Form ADV on Mar 3, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP HOUSTON, Texas, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, 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

BDO USA, LLP
PCAOB 243

Filing source

Form ADV 1948826 · Mar 3, 2025 · Schedule D 7.B.(1), fund 805-8598934468

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
Ross Canion Executive
Jerad Mc Mayon Executive
Scotty Reynolds Executive
Bruce Ross Executive
Robert Whilden Executive

Issuer details

Industry: Other Energy (See others in industry)

Address:
6363 Woodway Drive, Suite 900
Houston, TX, 77057