Form D · Private Equity Fund

ORG Roundtable Coinvestment, LP

Austin, TX · CIK 0001499700

Offering snapshot reported Sep 9, 2010 · SEC filing

Reported sold
$2.6M
Offering amount: $2.6M
Investors reported
1
Form D · investor count
Minimum accepted
$2.6M
Reported outside-investor minimum
First sale
Jul 30, 2010
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
Sep 9, 2010Initial$2,600,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-147479

Source: Form D, filed Sep 9, 2010. 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

ORG ROUNDTABLE COINVESTMENT, LP

Investment adviser: OWNER RESOURCE GROUP, LLC

Gross asset value
$590K
Beneficial owners
1
ADV minimum commitment
$2.6M

Reported in Form ADV on Nov 16, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian TEXAS CAPITAL BANKSHARES, INC. AUSTIN, Texas, United States Related to adviser: No
Custodian THE KINGDOM TRUST COMPANY SIOUX FALLS, South Dakota, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1050858 · Nov 16, 2016 · Schedule D 7.B.(1), fund 805-1686776710

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
William F. Burnett Executive
Org Gila Coinvestment Gp, Lp Executive
Jonathan D. Gormin Executive
Org Gila Investment Gp, Llc Executive
Lee B. Walker Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
600 Congress Avenue Suite 200
Austin, TX, 78701