Form D · Other Real Estate

Crescent Opportunity Zone Investment Fund, LLC---Series II

New Orleans, LA · CIK 0001764816

Offering snapshot reported Jan 8, 2026 · SEC filing

Reported sold
$10.1M
Offering amount: $10.1M
Investors reported
1
Form D · investor count
Minimum accepted
$10.1M
Reported outside-investor minimum
First sale
Jan 3, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.03M$10.1MJan 18, 2019: $10,059,060.00Jan 18, 2019Mar 3, 2020: $10,059,060.00Mar 26, 2021: $10,059,060.00Jan 26, 2022: $10,059,060.00Jan 23, 2023: $10,059,060.00Apr 16, 2024: $10,059,060.00Jan 8, 2025: $10,059,060.00Jan 8, 2026: $10,059,060.00Jan 8, 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 8, 2026Amendment$10,059,060$0vs Jan 8, 20251SEC filing
Jan 8, 2025Amendment$10,059,060$0vs Apr 16, 20241SEC filing
Apr 16, 2024Amendment$10,059,060$0vs Jan 23, 20231SEC filing
Jan 23, 2023Amendment$10,059,060$0vs Jan 26, 20221SEC filing
Jan 26, 2022Amendment$10,059,060$0vs Mar 26, 20211SEC filing
Mar 26, 2021Amendment$10,059,060$0vs Mar 3, 20201SEC filing
Mar 3, 2020Amendment$10,059,060$0vs Jan 18, 20191SEC filing
Jan 18, 2019Initial$10,059,060No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-330858

Source: Form D, filed Jan 8, 2026. 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

CRESCENT OPPORTUNITY ZONE INVESTMENT FUND, LLC---SERIES II

Investment adviser: CRESCENT INVESTMENT ADVISORS LLC

Gross asset value
$10.1M
Beneficial owners
1
ADV minimum commitment
$10.1M

Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JTC AMERICAS ROCKLAND, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian CAPITAL ONE BANK, N.A. NEW ORLEANS, Louisiana, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2053884 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-9722320434

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
Llc Crescent Investment Advisors Executive
Eric Lee Finley Executive
Cameron Lane Garner Director
Ryan Baldwin Kenter Executive
Crescent Investment Advisors Llc Executive
Raphael Joseph Rabalais, Jr. Executive
Troy Joseph Villafarra Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
201 St. Charles Avenue Suite 4205
New Orleans, LA, 70170-4205