RIA Frequently Asked Questions

Q1: Who is the General Partner and what is the offering name? Answer
Q2: Who are the securities offered through? Answer
Q3: What is the offering size? Answer
Q4: How much is a unit investment? Answer
Q5: What type of offering is this? Answer
Q6: How long is the hold period? Answer
Q7: How often are distributions made? Answer
Q8: What is the targeted monthly distribution range per unit? Answer
Q9: Is there a preferred distribution for the investors? Answer
Q10: What are the annual management fees? Answer

Q1: Who is the General Partner and what is the offering name? Answer

The General Partners for the fund are EPUS Global Energy and Bainbridge Consulting.  The current offering is called EGE Opportunity Fund II, LLP.

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Q2: Who are the securities offered through? Answer

The Securities are offered through Wealthforge LLC.

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Q3: What is the offering size? Answer

$100 million

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Q4: How much is a unit investment?

$100,000, but partial units will be available.

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Q5: What type of offering is this?

Reg D 506(c) Limited Partnership

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Q6: How long is the hold period?

Maximum of 3-5 years

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Q7: How often are distributions made?

Monthly

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Q8: What is the targeted monthly distribution range per unit?

$700-1,200

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Q9: Is there a preferred distribution for the investors?

Yes. Investors have an 7% preferred distribution.

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Q10: What are the annual management fees?

Management fees will range from .75% to 1.5%.

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