Form D · Other Investment Fund

Arden Opportunity Fund II, L.P.

Philadelphia, PA · CIK 0001607468

Offering snapshot reported Mar 30, 2016 · SEC filing

Reported sold
$20.8M
Offering amount: $50M
Investors reported
99
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Sep 4, 2014
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 99

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 30, 2016Amendment$20,793,814No comparison99SEC filing
Jul 29, 2014InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-221952
The total offering amount may be increased to $75,000,000 at the discretion of the General Partner of the Issuer.
Clifton Larson Allen LLP will receive a portion of Arden Fund Management, LLC's quarterly management fee under a separate agreement.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Clifton Larson Allen Wealth Advisors LLC38357

Source: Form D, filed Mar 30, 2016. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ARDEN OPPORTUNITY FUND II, LP

Investment adviser: ARDEN FUND MANAGEMENT, LLC

Gross asset value
$175K
Beneficial owners
99
ADV minimum commitment
$250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor CBIZ CPAS P.C. MELVILLE, New York, United States
Custodian WELLS FARGO BANK PHILADELPHIA, Pennsylvania, United States Related to adviser: No
Marketer CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

CBIZ CPAS P.C.
PCAOB 199

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CRD 38357 · SEC 801-57242

Filing source

Form ADV 2083500 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2327807204

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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.

People and organizations reported in Form D filings
NameReported role
None Arden Fund Management, Llc Executive
None Arden Opportunity Fund Ii Gp, Llc Executive
Joseph Caruso Executive
Thomas P Gerrity Executive
Craig A Spencer Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1635 Market Street 17 Th Floor
Philadelphia, PA, 19103