Form D · Private Equity Fund

Quantum Energy Partners IX-O, LP

Houston, TX · CIK 0002091669

Offering snapshot reported Nov 24, 2025 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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 →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 24, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-564900

Source: Form D, filed Nov 24, 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

QUANTUM ENERGY PARTNERS IX-O, LP

Investment adviser: QEP ADVISERS, LLC

Gross asset value
$530M
Beneficial owners
10
ADV minimum commitment
$10M

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS, LLP HOUSTON, Texas, United States
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian WELLS FARGO SECURITIES, LLC HOUSTON, Texas, United States Related to adviser: No
Marketer DS INVESTMENT SECURITIES CO., LTD SEOUL, Korea, South Related to adviser: No
Marketer ICAPTIAL SERVICES LLC NEW YORK, New York, United States Related to adviser: No
Marketer J. P. MORGAN SECURITIES INC. NEW YORK, New York, United States Related to adviser: No
Marketer RIVERSTONE INVESTMENTS LTD RAMAT-GAN, Israel Related to adviser: No
Marketer SHANNON ADVISORS LLC LAKE FOREST, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

J. P. MORGAN SECURITIES INC.
CRD 18718 · SEC 801-46056

SHANNON ADVISORS LLC
CRD 150305 · SEC 8-68243

Filing source

Form ADV 2116590 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-1057915643

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
James V. Baird Executive, Promoter
Roman A. Bejger Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
800 Capitol Street Suite 3600
Houston, TX, 77002