Form D · Private Equity Fund
OTex Asset Financing LLC
Oklahoma City, OK · CIK 0001469929
Offering snapshot reported Aug 7, 2009 · SEC filing
- Reported sold
- $3.03M Offering amount: $3.08M
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Jul 23, 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 7, 2009 | Initial | $3,025,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $227K
- Finders' fees
- $0
- Form D file number
- 021-133445
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| WFG Investments Inc | 22704 | WFG Investments Inc · CRD 22704 |
Source: Form D, filed Aug 7, 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 |
|---|---|
| Joshua Brim | Director, Executive |
| Foxborough Foxborough Management Company, Llc | Executive |
| Robert S. May | Director, Executive |
| Barry Switzer | Director |
| Wilson Williams | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
6501 Broadway Extension Suite 220
Oklahoma City, OK, 73116
Oklahoma City, OK, 73116