Form D · Other Real Estate

Caliber Tax Advantaged Opportunity Zone Fund II, LLC

Scottsdale, AZ · CIK 0001940639

Offering snapshot reported Aug 6, 2026 · SEC filing

Reported sold
$39.7M
Offering amount: $250M
Investors reported
111
Form D · investor count
Minimum accepted
$36K
Reported outside-investor minimum
First sale
Jul 11, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$19.9M$39.7MAug 8, 2022: $1,375,000.00Aug 8, 2022Aug 1, 2023: $20,172,551.00Aug 1, 2023Aug 1, 2024: $32,093,095.00Aug 1, 2024Aug 6, 2025: $38,433,880.00Aug 6, 2025Aug 6, 2026: $39,739,205.00Aug 6, 2026

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$38,433,880 → $39,739,205
  • Reported investors104 → 111

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 6, 2026Amendment$39,739,205$1,305,325vs Aug 6, 2025111SEC filing
Aug 6, 2025Amendment$38,433,880$6,340,785vs Aug 1, 2024104SEC filing
Aug 1, 2024Amendment$32,093,095$11,920,544vs Aug 1, 202390SEC filing
Aug 1, 2023Amendment$20,172,551$18,797,551vs Aug 8, 202262SEC filing
Aug 8, 2022Initial$1,375,000No comparison4SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$785K
Finders' fees
$0
Form D file number
021-455247

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Tobin & Company Securities LLC137918

Source: Form D, filed Aug 6, 2026. 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
Roy Bade Executive
Greg James Executive
Jade Leung Executive
John Christopher Loeffler Ii Director, Executive
Jennifer Schrader Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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