What amount sold does WellCaddie, LLC report in Form D filings?

The latest linked filings report $2M sold across 3 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was WellCaddie, LLC's most recent SEC filing?

WellCaddie, LLC's most recent Form D filing was on 2023-05-30.

What type of securities does WellCaddie, LLC offer?

WellCaddie, LLC's SEC Form D filings indicate equity offerings.

WellCaddie, LLC

CIK: 0001675930·Oil and Gas·EDMOND, OK·Limited Liability Company

Reported Sold

$1,968,025

Total Filings

Identified Offerings

Last Filed

May 30, 2023

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Oil and Gas industry

SEC EDGAR

Offering filing timeline

May 30, 2023Form D — New notice

Reported sold: $0 · Target: $3,000,000

Rule 506(b)·0 investors

Aug 16, 2019Form D/A — Amendment

Reported sold: $1,968,025 · Target: $3,000,000

Rule 506(b)·23 investors

Changed: Reported amount sold, Offering target, Reported investors

Aug 29, 2017Form D/A — Amendment

Reported sold: $955,000 · Target: $2,000,000

Rule 506(b)·18 investors

Changed: Reported amount sold, Offering target, Reported investors, Exemptions

Nov 15, 2016Form D — New notice

Reported sold: $0 · Target: $1,500,000

Rule 506(b)·0 investors·Section 4(a)(5)

Jun 7, 2016Form D — New notice

Reported sold: $0 · Target: $500,000

Rule 506(b)·0 investors·Section 4(a)(5)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

$1 - $1,000,000

Reported commissions across identified offerings

Amendment Rate

40%

Latest reported sold across 3 identified offerings

$1,968,025

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Bradd Schwartz

Related Person

Appears on 4 filings

Greg Hall

Related Person

Appears on 4 filings

Caleb Atchley

Related Person

Appears on 3 filings

Frank Naifeh

Related Person

Appears on 1 filing

Steve Cromwell

Related Person

Appears on 1 filing

Greg Hall

Related Person

Appears on 1 filing

Steve Cromwell

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
May 30, 2023	New	$3,000,000	$0	0
Aug 16, 2019	Amendment	$3,000,000	$1,968,025	23
Aug 29, 2017	Amendment	$2,000,000	$955,000	18
Nov 15, 2016	New	$1,500,000	$0	0
Jun 7, 2016	New	$500,000	$0	0

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

NRGx, LLC

Oil and Gas

Offering target: $2,962,500

Filed Oct 1, 2026