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RIA / WealthPrivate fundprivate equity fund3(c)(1)

DALE OKLAHOMA, LLC

advised by DALE OIL & GAS PARTNERS, LLC

Texas, United States

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Search this name across graphsid dfx:ria:ff03c60e-7ba6-da5d-42f6-1aac208fbfa9

Data as of May 9, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2015 to May 9, 2016
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Dale Oklahoma, LLC

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: DALE OIL & GAS PARTNERS, LLCCRD 162289
Fund type: Private Equity Fund
Latest reported GAV: $82.1Mgross asset value on Schedule D 7.B(1), as of 2016-05-09; never fund size
Peak reported GAV: $87.0M
Beneficial owners: 9
Minimum investment: $25,000
Owned by the adviser: 1300%
Owned by funds of funds: 1200%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Texas, United States
First reported: Mar 31, 2015
Last reported: May 9, 2016fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-7705456230

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
May 9, 2016	$82.1M	9	$25,000	1300.0%	yes	DALE OKLAHOMA, LLC
Mar 30, 2016	$28.7M	9	$25,000	1300.0%	yes	DALE OKLAHOMA, LLC
Mar 31, 2015	$87.0M	9	$25,000	1300.0%	yes	DALE OKLAHOMA, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
TEXAS CAPITAL BANK	TEXAS CAPITAL BANK, N.A.	Dallas	Texas	United States	no	n/a
WELLS FARGO	WELLS FARGO BANK, N.A.	Dallas	Texas	United States	no	n/a

Relationships

Advises (1)

← DALE OIL & GAS PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA
Mar 31, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff03c60e-7ba6-da5d-42f6-1aac208fbfa9
First observed: Mar 31, 2015
Last observed: May 9, 2016 126 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DALE OKLAHOMA, LLC

advised by DALE OIL & GAS PARTNERS, LLC

Texas, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff03c60e-7ba6-da5d-42f6-1aac208fbfa9

Data as of May 9, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

May 9, 2016

$82.1M

$25,000

1300.0%

yes

DALE OKLAHOMA, LLC

Mar 30, 2016

$28.7M

$25,000

1300.0%

yes

DALE OKLAHOMA, LLC

Mar 31, 2015

$87.0M

$25,000

1300.0%

yes

DALE OKLAHOMA, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

TEXAS CAPITAL BANK

TEXAS CAPITAL BANK, N.A.

Dallas

Texas

United States

n/a

WELLS FARGO

WELLS FARGO BANK, N.A.

Dallas

Texas

United States

n/a