Form D · Other Investment Fund

Wylan Energy Partners Fund, L.P.

Menlo Park, CA · CIK 0001603157

Offering snapshot reported Aug 27, 2014 · SEC filing

Reported sold
$2.07M
Offering amount: $2.07M
Investors reported
13
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Feb 25, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.03M$2.07MMar 19, 2014: $1,515,000.00Mar 19, 2014Jun 11, 2014: $1,865,000.00Jun 11, 2014Aug 27, 2014: $2,065,000.00Aug 27, 2014

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 sold$1,515,000 → $2,065,000
  • Reported investors7 → 13

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 27, 2014Amendment$2,065,000$550,000vs Mar 19, 201413SEC filing
Jun 11, 2014Amendment$1,865,000$350,000vs Mar 19, 201410SEC filing
Mar 19, 2014Initial$1,515,000No comparison7SEC filing

Offering details

Securities
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
021-213914

Source: Form D, filed Aug 27, 2014. 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

WYLAN ENERGY PARTNERS FUND, L.P.

Investment adviser: MODERN ENERGY MANAGEMENT LLC

Gross asset value
$2.07M
Beneficial owners
13
ADV minimum commitment
$50K

Reported in Form ADV on Mar 26, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MENGALI ACCOUNTANCY, INC. HEALDSBURG, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COMYNS, SMITH, MCCLEARY & DEAVER, LLP LAFAYETTE, California, United States
Custodian SQUARE 1 BANK DURHAM, North Carolina, 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
Filing source

Form ADV 1403775 · Mar 26, 2020 · Schedule D 7.B.(1), fund 805-8328670778

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
Abram S. Benjamin Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2200 Sand Hill Rd Suite 250
Menlo Park, CA, 94110