Form D · Other Investment Fund

PO&G Resources Fund, LP

Houston, TX · CIK 0001720900

Offering snapshot reported Mar 6, 2025 · SEC filing

Reported sold
$15.1M
Indefinite offering
Investors reported
25
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Sep 12, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.53M$15.1MOct 30, 2017Nov 1, 2019: $15,050,505.00Dec 11, 2020: $15,050,505.00Apr 20, 2022: $15,050,505.00Mar 29, 2023: $15,050,505.00Mar 22, 2024: $15,050,505.00Mar 6, 2025: $15,050,505.00Mar 6, 2025

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 investors0 → 25

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 6, 2025Amendment$15,050,505No comparison25SEC filing
Mar 22, 2024Amendment$15,050,505No comparison25SEC filing
Mar 29, 2023Amendment$15,050,505No comparison25SEC filing
Apr 20, 2022Amendment$15,050,505$0vs Dec 11, 202025SEC filing
Dec 11, 2020Amendment$15,050,505$0vs Nov 1, 201925SEC filing
Nov 1, 2019Amendment$15,050,505No comparison25SEC filing
Oct 16, 2018AmendmentYet to sellNo comparison25SEC filing
Oct 30, 2017InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7, 3C.9
Duration over one year
Yes
Business combination
No
Sales commissions
$120K (estimated)
Finders' fees
$0
Form D file number
021-297703

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
David Berchenbriter000867411Berchwood Partners LLC · CRD 000108399

Source: Form D, filed Mar 6, 2025. 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

PO&G RESOURCES FUND, LP

Investment adviser: PO&G ADVISORS, LLC

Gross asset value
$23.2M
Beneficial owners
24
ADV minimum commitment
$5M

Reported in Form ADV on Mar 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BAKER TILLY HOUSTON, Texas, United States
Custodian RJO'BRIEN CHICAGO, Illinois, United States Related to adviser: No
Marketer BERCHWOOD PARTNERS LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BAKER TILLY
PCAOB 23

BERCHWOOD PARTNERS LLC
CRD 108399 · SEC 8-53091

Filing source

Form ADV 2064091 · Mar 4, 2026 · Schedule D 7.B.(1), fund 805-7345807642

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
Christopher A Moore Executive
Steven A Pfeifer Executive
Deborah D Pfeifer Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5847 San Felipe, Ste. 3200
Houston, TX, 77057