Budge Financial Inc
- Assets, Funds, Holdings
| Budge Financial Inc
|
| CRD # | 108256 |
| SEC # | 801-30781 |
| CIK # | |
| AUM |
|
| Employees |
1 (100% Investors, 100% Brokers)
|
| Phone | 214-363-3008 |
| Address | 4925 Greenville Ave
Dallas, TX 75206 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| PE |
Five States Energy Capital Fund 1 LLC |
2014-03-28
|
|
9.2 M |
| PE |
Five States Energy Capital Fund 2 LLC |
2014-03-28
|
|
110.9 M |
| PE |
FSEC2-1 LLC |
[2014-03-28]
|
|
26.9 M |
|
Offered $250,000,000 · Filed 2013-03-13 (D) · Exemption 506 · Minimum $250,000 · Remaining $250,000,000 · Duration One year or less · Revenue Decline to Disclose
|
| PE |
FSEC2-7 LLC |
[2014-03-28]
|
|
84.0 M |
|
Offered $250,000,000 · Filed 2013-03-13 (D) · Exemption 506 · Minimum $1,000,000 · Remaining $250,000,000 · Duration One year or less · Revenue Decline to Disclose
|
| RE |
Fstaf 2 LLC |
2014-03-28
|
|
|
| PE |
Five States Ventures LLC |
2012-03-28
|
|
0.0 M |
| PE |
FSEC1-1 LLC |
[2012-03-28]
|
|
3.4 M |
|
Offered $25,000,000 · Filed 2009-03-23 (D) · Exemption 506 · Minimum $250,000 · Remaining $25,000,000 · Duration One year or less · Revenue Decline to Disclose
|
| PE |
FSEC1-7 LLC |
[2012-03-28]
|
|
5.9 M |
|
Offered $50,000,000 · Filed 2009-03-19 (D) · Exemption 506 · Minimum $1,000,000 · Remaining $50,000,000 · Duration One year or less · Revenue Decline to Disclose
|
| PE |
FS Tonti Acquisition Fund 2 C-1 LLC |
[2012-03-28]
|
|
|
|
Offered $100,000,000 · Filed 2010-11-09 (D) · Exemption 506 · Minimum $100,000 · Remaining $100,000,000 · Duration One year or less · Revenue Decline to Disclose
|
| PE |
FS Tonti Acquisition Fund 2 C-7 LLC |
[2012-03-28]
|
|
|
|
Offered $100,000,000 · Filed 2010-11-09 (D) · Exemption 506 · Minimum $100,000 · Remaining $100,000,000 · Duration One year or less · Revenue Decline to Disclose
|
|
View All
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
1
|
7.0 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
6 |
120.2 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
7 |
127.2 |
| By Discretionary |
| Discretionary |
0 |
0.0 |
| Non-Discretionary |
7 |
127.2 |
| Total |
7 |
127.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
127.2 |
| Total |
7 |
127.2 |
| Firm Profile (Form ADV) |
| Serves | Retail |
| Fund Types | Private Equity, Real Estate |
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