Form D · Oil and Gas

Royalty Exchange Program I, LLC

Getzville, NY · CIK 0001660076

Offering snapshot reported Dec 28, 2016 · SEC filing

Reported sold
$100K
Offering amount: $3.5M
Investors reported
0
Form D · investor count
Minimum accepted
$35K
Reported outside-investor minimum
First sale
Dec 22, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$100K$200KFeb 26, 2016Oct 14, 2016: $181,423.00Dec 28, 2016: $200,000.00Dec 28, 2016: $100,000.00Dec 28, 2016: $100,000.00Dec 28, 2016

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 28, 2016Amendment$100,000No comparison0SEC filing
Dec 28, 2016Amendment$100,000No comparison0SEC filing
Dec 28, 2016Amendment$200,000No comparison0SEC filing
Oct 14, 2016Amendment$181,423No comparison0SEC filing
Oct 5, 2016AmendmentYet to sellNo comparison0SEC filing
Mar 25, 2016AmendmentYet to sellNo comparison0SEC filing
Feb 26, 2016InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$263K (estimated)
Finders' fees
$0
Form D file number
021-258184
Overriding Royalty Interests in oil and gas leases for specific oil and gas wells.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Joseph MichaletzNoneConcorde Investment Services · CRD 151604

Source: Form D, filed Dec 28, 2016. 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
U.S. Energy Development Corporation Executive
Matthew P. Iak Director, Executive
Jordan M. Jayson Director, Executive
Douglas K. Walch Director, Executive

Issuer details

Industry: Oil and Gas (See others in industry)

Address:
2350 North Forest Road
Getzville, NY, 14068