Form D · Private Equity Fund

CRESTA SUSTAINABLE FUND II LP

Dallas, TX · CIK 0002018449

Offering snapshot reported May 9, 2025 · SEC filing

Reported sold: $43.5M
Investors reported: 3
Minimum accepted: $0
First sale: May 10, 2024

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 3

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 9, 2025	Amendment	$43,500,000	No comparison	3	SEC filing
May 9, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06c, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $493K
Finders' fees: $0 (estimated)
Form D file number: 021-512871

The GP of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests. Total Offering Amount and Total Remaining to be Sold are aggregated together with Cresta Sustainable Fund II A LP.

Such fees, if any, will be paid upon the sale of interests to certain investors and such amount will not be finalized until the final closing of the offering.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
LAZARD FRERES CO. LLC	2528	LAZARD & CO., LIMITED

Source: Form D, filed May 9, 2025. 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

CRESTA SUSTAINABLE FUND II LP

Investment adviser: CRESTA FUND MANAGEMENT LLC

Gross asset value: $27.9M
Beneficial owners: 4
ADV minimum commitment: $0

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP DALLAS, Texas, United States

Custodian SILICON VALLEY BANK AUSTIN, Texas, United States Related to adviser: No

Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, 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

ERNST & YOUNG LLP
PCAOB 42

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Filing source

Form ADV 2078068 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8531822500

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
Name	Reported role
Drew Armstrong	Executive, Promoter
David T. Miller	Executive, Promoter
Chris Rozzell	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2950 N. Harwood Street, Suite 2200
Dallas, TX, 75201