Form D · Commercial
IOV Value-Add Fund II, L.P.
Rosemont, IL · CIK 0002020611
Offering snapshot reported Jun 20, 2025 · SEC filing
- Reported sold
- $69M Indefinite offering
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 5, 2024 As reported in this filing
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 |
|---|---|---|---|---|---|
| Jun 20, 2025 | Initial | $69,036,111 | No comparison | 7 | SEC filing |
| Apr 22, 2024 | Initial | $66,575,000 | No comparison | 11 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $591K (estimated)
- Form D file number
- 021-549401
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| PJT Park Hill | 171058 |
Source: Form D, filed Jun 20, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Tom Barbera | Director, Executive |
| Jon Bilton | Director |
| David Nicholas Firth | Director, Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
6300 N River Road Ste 400
Rosemont, IL, 60018
Rosemont, IL, 60018