Form D · Private Equity Fund

Everberg Capital Partners II, L.P.

New York, NY · CIK 0001888527

Offering snapshot reported May 10, 2023 · SEC filing

Reported sold
$191M
Offering amount: $191M
Investors reported
37
Form D · investor count
Minimum accepted
$150K
Reported outside-investor minimum
First sale
Oct 1, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$95.3M$191MOct 18, 2021: $118,750,012.00Oct 18, 2021May 10, 2023: $190,520,024.00May 10, 2023

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$118,750,012 → $190,520,024
  • Reported investors19 → 37
  • Minimum accepted$1,000,000 → $150,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 10, 2023Amendment$190,520,024$71,770,012vs Oct 18, 202137SEC filing
Oct 18, 2021Initial$118,750,012No comparison19SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-417340
Total Amount Sold includes $8,620,000 committed by the general partner of the Issuer and $35,000,000 from a feeder fund under common control with the Issuer.

Source: Form D, filed May 10, 2023. 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

EVERBERG CAPITAL PARTNERS II, L.P.

Investment adviser: BELZBERG INVESTMENTS LLC

Gross asset value
$345M
Beneficial owners
38
ADV minimum commitment
$1M

Reported in Form ADV on Sep 16, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX GROUP LTD. TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States
Custodian JPMORGAN CHASE BANK, N.A. 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
No

CBIZ CPAS P.C.
PCAOB 49

Filing source

Form ADV 2131876 · Sep 16, 2026 · Schedule D 7.B.(1), fund 805-1058612029

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
David Horowitz Director, Executive
Scott Siegel Director, Executive
Jason Van Itallie Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
589 Fifth Avenue Suite 1602
New York, NY, 10017