Form D · Other Investment Fund

Bridge Opportunity Zone Fund II-A LP

Sandy, UT · CIK 0001791688

Offering snapshot reported Oct 21, 2019 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $250K
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 21, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-351502

General Partner reserves the right at its sole and absolute discretion to accept capital commitment in excess of $500 million.

Source: Form D, filed Oct 21, 2019. 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

BRIDGE OPPORTUNITY ZONE FUND II LP

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value: $859M
Beneficial owners: 591
ADV minimum commitment: $250K

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELOITTE SALT LAKE CITY, Utah, United States

Custodian BANK OF AMERICA N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CIBC NEW YORK, New York, United States Related to adviser: No

Custodian JP MORGAN CHASE N.A. NEW YORK, New York, United States Related to adviser: No

Marketer BNY MELLON INVESTMENT ADVISER, INC. NEW YORK, New York, United States Related to adviser: No

Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No

Marketer RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, United States Related to adviser: No

Marketer SAF FINANCIAL SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No

Marketer WELLS FARGO ADVISORS NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE
PCAOB 34

BNY MELLON INVESTMENT ADVISER, INC.
CRD 105642 · SEC 801-8147

MORGAN STANLEY
CRD 149777 · SEC 801-70103

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418

UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 801-7163

WELLS FARGO ADVISORS
CRD 19616 · SEC 801-37967

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-3166222704

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
Name	Reported role
Bridge Opportunity Zone Fund Ii Gp Llc	Promoter
John Samuel Pennington	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

111 E. Sego Lily Drive Suite 400
Sandy, UT, 84070