Form D · Private Equity Fund

CIS Catholic Impact Fund II, LP

Boston, MA · CIK 0001848769

Offering snapshot reported Mar 4, 2024 · SEC filing

Reported sold: $58.7M
Investors reported: 24
Minimum accepted: $5M
First sale: Jul 1, 2021

Fundraising history

Reported sold

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$55,960,000 → $58,660,000
Reported investors19 → 24

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 4, 2024	Amendment	$58,660,000	$2,700,000vs Mar 3, 2023	24	SEC filing
Mar 3, 2023	Amendment	$55,960,000	$8,000,000vs Mar 3, 2022	19	SEC filing
Mar 3, 2022	Amendment	$47,960,000	No comparison	13	SEC filing
Mar 3, 2021	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-391080

Source: Form D, filed Mar 4, 2024. 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

CIS CATHOLIC IMPACT FUND II, LP

Investment adviser: CATHOLIC INVESTMENT SERVICES, INC.

Gross asset value: $68.9M
Beneficial owners: 23
ADV minimum commitment: $5M

Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. DUBLIN, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNER AMPER LLP NEW YORK, New York, United States

Custodian JPMORGAN CHASE BOSTON, Massachusetts, United States Related to adviser: No

Marketer FORESIDE FUND SERVICES, LLC PORTLAND, Maine, 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

EISNER AMPER LLP
PCAOB 274

JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

FORESIDE FUND SERVICES, LLC
CRD 46106 · SEC 8-51293

Filing source

Form ADV 2116367 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-7699695424

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
CIS Catholic Impact Fund, LP	Jul 8, 2020	$24,000,000	7
CIS Catholic Impact Fund II, LP (this fund)	Mar 4, 2024	$58,660,000	24
CIS Catholic Impact Fund III, LP	Apr 22, 2026	Yet to sell	0

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
John J. Brennan	Executive
N/A Catholic Investment Services, Inc	Executive
N/A Catholic Investment Services, Inc.	Executive
Thomas E. Lanctot	Executive
Scott C. Malpass	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

200 State Street, 13th Floor C/O Catholic Investment Services, Inc.
Boston, MA, 02109