Form D · Hedge Fund

Planned Energy Partners, LP

Houston, TX · CIK 0001481826

Offering snapshot reported Feb 28, 2012 · SEC filing

Reported sold
$22.2M
Indefinite offering
Investors reported
13
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Feb 1, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.1M$22.2MFeb 16, 2010: $7,266,315.00Feb 16, 2010Feb 14, 2011: $22,207,315.00Feb 14, 2011Feb 28, 2012: $22,207,315.00Feb 28, 2012

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 investors12 → 13

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 28, 2012Amendment$22,207,315$0vs Feb 14, 201113SEC filing
Feb 14, 2011Amendment$22,207,315$14,941,000vs Feb 16, 201012SEC filing
Feb 16, 2010Initial$7,266,315No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-138752

Source: Form D, filed Feb 28, 2012. 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.

People and organizations reported in Form D filings
NameReported role
Mark A Ross Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Planned Energy Capital, Llc 1301 Mckinney Street, Suite 2885
Houston, TX, 77010