Form D · Residential

Hudson Valley Preservation Fund II, LLC

New York, NY · CIK 0001804971

Offering snapshot reported Aug 30, 2021 · SEC filing

Reported sold
$109M
Offering amount: $293M
Investors reported
41
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Sep 11, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 41

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 30, 2021Amendment$108,500,000No comparison41SEC filing
Feb 27, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$2.5M (estimated)
Finders' fees
$0
Form D file number
021-361493
Minimum offering amount is $50,000,000 and maximum offering amount is $292,500,000
This estimated amount assumes both placement agents will help the Issuer raise approximately $100 million in additional sales of Class A Units.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
B. Riley Securities, Inc.25027
Kenmar Securities, LLC171793

Source: Form D, filed Aug 30, 2021. 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

HUDSON VALLEY PRESERVATION FUND, II LLC

Investment adviser: HVPF MANAGER II, LLC

Gross asset value
$468M
Beneficial owners
97
ADV minimum commitment
$1M

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE CATALYST GROUP GEORGE TOWN, GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor NOVOGRADAC AND COMPANY LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK NA RIVERSIDE, Rhode Island, United States Related to adviser: No
Custodian JP MORGAN CHASE & CO. NEW YORK, New York, United States Related to adviser: No
Marketer B. RILEY SECURITIES, INC. LOS ANGELES, California, United States Related to adviser: No
Marketer KENMAR SECURITIES, 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

NOVOGRADAC AND COMPANY LLP
PCAOB 474

B. RILEY SECURITIES, INC.
CRD 25027 · SEC 8-41426

KENMAR SECURITIES, LLC
CRD 171793 · SEC 8-69482

Filing source

Form ADV 2080244 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-5622423310

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
Jason Bordainick Executive
Andrew Cavaluzzi Executive

Issuer details

Industry: Residential (See others in industry)

Address:
200 Vesey Street 24 Th Floor
New York, NY, 10281