Form D · Other Investment Fund

EAGLE INCOME APPRECIATION II LP

Houston, TX · CIK 0001460735

Offering snapshot reported Jan 21, 2026 · SEC filing

Reported sold: $94.5M
Investors reported: Not reported
Minimum accepted: Not reported
First sale: Not reported

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 21, 2026	Amendment	$94,548,707	No comparison	Not reported	SEC filing
Jan 21, 2025	Amendment	$98,831,269	$32,570,009vs Jan 18, 2024	66	SEC filing
Jan 18, 2024	Amendment	$66,261,260	$5,585,695vs Jan 18, 2023	67	SEC filing
Jan 18, 2023	Amendment	$60,675,565	$9,989,010vs Jan 21, 2022	70	SEC filing
Jan 21, 2022	Amendment	$50,686,555	-$10,017,247vs Jan 21, 2021	76	SEC filing
Jan 21, 2021	Amendment	$60,703,802	-$256,923,154vs Jan 22, 2020	106	SEC filing
Jan 22, 2020	Amendment	$317,626,956	-$21,768,641vs Jan 23, 2019	305	SEC filing
Jan 23, 2019	Amendment	$339,395,597	-$121,054,267vs Jan 24, 2018	471	SEC filing
Jan 24, 2018	Amendment	$460,449,864	-$79,712,360vs Jan 26, 2017	499	SEC filing
Jan 26, 2017	Amendment	$540,162,224	$149,915,414vs Jan 29, 2016	504	SEC filing
Jan 29, 2016	Amendment	$390,246,810	-$162,723,948vs Feb 2, 2015	499	SEC filing
Feb 2, 2015	Amendment	$552,970,758	$64,200,795vs Feb 4, 2014	407	SEC filing
Feb 4, 2014	Amendment	$488,769,963	$185,293,696vs Feb 5, 2013	364	SEC filing
Feb 5, 2013	Amendment	$303,476,267	$93,640,449vs Feb 10, 2012	224	SEC filing
Feb 10, 2012	Amendment	$209,835,818	$1,334,818vs Feb 10, 2011	255	SEC filing
Feb 10, 2011	Amendment	$208,501,000	$54,086,000vs Feb 26, 2010	224	SEC filing
Feb 26, 2010	Amendment	$154,415,000	No comparison	176	SEC filing
Mar 17, 2009	Paper	Not reported	No comparison	Not reported

Offering details

Securities: Not reported
Exemptions: Not reported
Duration over one year: Not reported
Business combination: Not reported

Sales commissions: Not reported
Finders' fees: Not reported
Form D file number: 021-129541

Source: Form D, filed Jan 21, 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

EAGLE INCOME APPRECIATION II, L.P.

Investment adviser: EAGLE GLOBAL ADVISORS LLC

Gross asset value: $99.4M
Beneficial owners: 67
ADV minimum commitment: $500K

Reported in Form ADV on Sep 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUM NEW YORK, New York, United States

Custodian FIDELITY DISTRIBUTORS COMPANY LLC COVINGTON, Kentucky, United States Related to adviser: No

Marketer USCA SECURITIES LLC HOUSTON, Texas, United States Related to adviser: No

Prime broker UBS SECURITIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WITHUM
PCAOB 100

FIDELITY DISTRIBUTORS COMPANY LLC
SEC 8-35097

USCA SECURITIES LLC
CRD 103789 · SEC 8-52285

UBS SECURITIES LLC
CRD 7654 · SEC 8-22651

Filing source

Form ADV 2131088 · Sep 4, 2026 · Schedule D 7.B.(1), fund 805-9052770642

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
Edward R. Allen Iii	Director, Executive
Paul David Chiaro, Jr.	Director, Executive
Malcom S. Day	Director, Executive
John F. Gualy	Director, Executive
Thomas N. Hunt	Director, Executive
Steven S. Russo	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1330 Post Oak Boulevard Suite 3000
Houston, TX, 77056