Form D · Other Investment Fund

Caliber Diversified Opportunity Fund II LP

Scottsdale, AZ · CIK 0001716145

Offering snapshot reported May 11, 2021 · SEC filing

Reported sold
$26.5M
Offering amount: $100M
Investors reported
169
Form D · investor count
Minimum accepted
$20K
Reported outside-investor minimum
First sale
Jun 8, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.2M$26.5MDec 27, 2017: $2,757,000.00Dec 27, 2017Jun 27, 2019: $14,169,088.00Jun 27, 2019Jul 20, 2020: $24,929,694.00Jul 20, 2020Sep 30, 2020: $25,079,693.00Oct 9, 2020: $25,079,693.00May 11, 2021: $26,451,627.00May 11, 2021

Dates 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$2,757,000 → $26,451,627
  • Reported investors21 → 169
  • Minimum accepted$50,000 → $20,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 11, 2021Amendment$26,451,627$23,694,627vs Dec 27, 2017169SEC filing
Oct 9, 2020Amendment$25,079,693$149,999vs Jul 20, 2020165SEC filing
Sep 30, 2020Amendment$25,079,693$22,322,693vs Dec 27, 2017165SEC filing
Jul 20, 2020Amendment$24,929,694$10,760,606vs Jun 27, 2019143SEC filing
Jun 27, 2019Amendment$14,169,088$11,412,088vs Dec 27, 2017127SEC filing
Dec 27, 2017Initial$2,757,000No comparison21SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$10.1K (estimated)
Finders' fees
$0
Form D file number
021-301779
Subject to future contingencies

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Tobin & Company Securities LLC137918
Patrick Capital Markets, LLC16518

Source: Form D, filed May 11, 2021. 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.

People and organizations reported in Form D filings
NameReported role
John Christopher Loeffler Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
8901 East Mountain View Road Suite 150
Scottsdale, AZ, 85258