Form D · Other Investment Fund

Primexx Energy Opportunity Fund II, LP

South Pasadena, CA · CIK 0001685569

Offering snapshot reported Oct 7, 2016 · SEC filing

Reported sold: $30M
Investors reported: 49
Minimum accepted: $1
First sale: Sep 26, 2016

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 7, 2016	Initial	$30,000,000	No comparison	49	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-272052

Source: Form D, filed Oct 7, 2016. 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

PRIMEXX ENERGY OPPORTUNITY FUND II, LP

Investment adviser: WESTGATE CAPITAL PARTNERS, LLC

Gross asset value: $30M
Beneficial owners: 9
ADV minimum commitment: $1M

Reported in Form ADV on Mar 17, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator WHITTIER TRUST COMPANY SOUTH PASADENA, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE LOS ANGELES, California, United States

Custodian UNION BANK LOS ANGELES, 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

DELOITTE
PCAOB 248

Filing source

Form ADV 1612673 · Mar 17, 2022 · Schedule D 7.B.(1), fund 805-6303386140

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Primexx Energy Opportunity Fund, LP	Nov 20, 2013	$55,300,000	31
Primexx Energy Opportunity Fund II, LP (this fund)	Oct 7, 2016	$30,000,000	49

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
Name	Reported role
Steven A Anderson	Executive
Michael Casey	Executive, Promoter
David Dahl	Executive
Andrew S Garb	Director
James C Langdon	Director
James R Parks	Director
William Ramsey	Executive
Keith Renken	Director
Arlo G Sorenson	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1600 Huntington Drive
South Pasadena, CA, 91030