Form D · Other Investment Fund

Bridge Workforce & Affordable Housing Fund II LP

Sandy, UT · CIK 0001822578

Offering snapshot reported Aug 28, 2020 · SEC filing

Reported sold
$87.7M
Offering amount: $1.5B
Investors reported
25
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Aug 21, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 28, 2020Initial$87,650,000No comparison25SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-374383
General Partner reserves the right in its sole and absolute discretion to accept capital commitment in excess of $1.5 billion.

Source: Form D, filed Aug 28, 2020. 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 WORKFORCE AND AFFORDABLE HOUSING FUND II LP

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value
$2.88B
Beneficial owners
1,225
ADV minimum commitment
$1M

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 JP MORGAN CHASE N.A. NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK SALT LAKE CITY, Utah, United States Related to adviser: No
Marketer BARCLAYS CAPITAL INC. LONDON, United Kingdom Related to adviser: No
Marketer BNY MELLON INVESTMENT ADVISER, INC. NEW YORK, New York, United States Related to adviser: No
Marketer CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No
Marketer COMPASS SECURITIES CORPORATION BRAINTREE, Massachusetts, United States Related to adviser: No
Marketer GLENMEDE INVESTMENT MANAGEMENT, LP PHILADELPHIA, Pennsylvania, United States Related to adviser: No
Marketer IBK SECURITIES CO. LTD SEOUL, Korea, South Related to adviser: No
Marketer JEFFERIES LLC AHTERTON, California, United States Related to adviser: No
Marketer MORGAN STANLEY 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 VERACITY CAPITAL LLC DALLAS, Texas, 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

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

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

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

COMPASS SECURITIES CORPORATION
CRD 16168 · SEC 8-33438

GLENMEDE INVESTMENT MANAGEMENT, LP
CRD 108165 · SEC 801-57826

JEFFERIES LLC
CRD 2347 · SEC 8-15074

MORGAN STANLEY
CRD 149777 · SEC 801-70103

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

VERACITY CAPITAL LLC
CRD 304272 · SEC 801-116934

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-6820185593

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
Bridge Workforce And Affordable Housing 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