Form D · Private Equity Fund

INSIGNIA CAPITAL PARTNERS II, L.P.

Walnut Creek, CA · CIK 0001861187

Offering snapshot reported May 11, 2023 · SEC filing

Reported sold
$269M
Offering amount: $400M
Investors reported
39
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 19, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$134M$269MMay 18, 2021May 18, 2022: $188,300,000.00May 18, 2022May 11, 2023: $268,500,000.00May 11, 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$188,300,000 → $268,500,000
  • Reported investors28 → 39

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 11, 2023Amendment$268,500,000$80,200,000vs May 18, 202239SEC filing
May 18, 2022Amendment$188,300,000No comparison28SEC filing
May 18, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$200K (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-399802
Total Offering Amount represents target amount for Issuer and its parallel funds. GP of Issuer reserves the right to offer a greater or lesser amount of LP interests. Amount listed above are aggregated between Issuer, its parallel funds and GP.
Current placement agent fees are based on a fee schedule and, to the extent paid by the Issuer, offset against the management fee. Total sales commissions includes a successor fund fee charged by the placement agent of the previous fund.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
MONUMENT GROUP, INC.36399

Source: Form D, filed May 11, 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

INSIGNIA CAPITAL PARTNERS II, L.P.

Investment adviser: INSIGNIA CAPITAL GROUP, L.P.

Gross asset value
$288M
Beneficial owners
46
ADV minimum commitment
$100K

Reported in Form ADV on Jun 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT, LLC WALNUT CREEK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, 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

KPMG LLP
PCAOB 185

Filing source

Form ADV 2112399 · Jun 10, 2026 · Schedule D 7.B.(1), fund 805-2085896577

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
Tony Broglio Executive, Promoter
Mel Deane Executive, Promoter
David Lowe Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1333 N. California Blvd., Suite 520
Walnut Creek, CA, 94596