Form D · Other Investment Fund
Alterna Tax Certificate Fund II LP
Boca Raton, FL · CIK 0001490101
Offering snapshot reported Jun 7, 2016 · SEC filing
- Reported sold
- $10.4M Indefinite offering
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- May 6, 2015 As reported in this filing
Fundraising history
Reported soldDates 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$2,625,000 → $10,375,000
- Reported investors7 → 18
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 7, 2016 | Amendment | $10,375,000 | $7,750,000vs May 21, 2015 | 18 | SEC filing |
| May 21, 2015 | Initial | $2,625,000 | No comparison | 7 | SEC filing |
| Aug 29, 2013 | Amendment | $29,000,000 | $0vs Aug 29, 2013 | 44 | SEC filing |
| Aug 29, 2013 | Amendment | $29,000,000 | $9,000,000vs Aug 17, 2012 | 44 | SEC filing |
| Aug 17, 2012 | Amendment | $20,000,000 | $0vs Aug 17, 2012 | 43 | SEC filing |
| Aug 17, 2012 | Amendment | $20,000,000 | $4,850,000vs Nov 22, 2011 | 43 | SEC filing |
| Nov 22, 2011 | Amendment | $15,150,000 | $1,050,000vs May 18, 2011 | 0 | SEC filing |
| May 18, 2011 | Amendment | $14,100,000 | No comparison | 0 | SEC filing |
| Apr 23, 2010 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-240334
Source: Form D, filed Jun 7, 2016. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Albert Friedman | Executive |
| Robert Konrad | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1801 South Federal Hwy, 2nd Floor
Boca Raton, FL, 33432
Boca Raton, FL, 33432