Form D · Other Investment Fund
Lingerfelt Commonwealth Value Fund II, L.P.
Glen Allen, VA · CIK 0001688210
Offering snapshot reported Jun 6, 2018 · SEC filing
- Reported sold
- $102M Offering amount: $102M
- Investors reported
- 98 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Nov 1, 2016 As reported in this filing
Fundraising history
Reported soldDates 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$80,940,000 → $101,510,000
- Reported investors49 → 98
- Minimum accepted$150,000 → $25,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 6, 2018 | Amendment | $101,510,000 | $20,570,000vs Nov 13, 2017 | 98 | SEC filing |
| Nov 13, 2017 | Amendment | $80,940,000 | $11,625,000vs Feb 2, 2017 | 49 | SEC filing |
| Feb 2, 2017 | Amendment | $69,315,000 | $23,760,000vs Nov 7, 2016 | 21 | SEC filing |
| Nov 7, 2016 | Initial | $45,555,000 | No comparison | 12 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $422K
- Finders' fees
- $0
- Form D file number
- 021-273929
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Cary Street Partners LLC | 128089 | |
| Davenport & Company LLC | 1588 | |
| BA Securities, LLC | 153489 | |
| Chris Haley | 2364593 | BA Securities, LLC · CRD 153489 |
| Bo Jarrett | 4119222 | BA Securities, LLC · CRD 153489 |
Source: Form D, filed Jun 6, 2018. 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
LINGERFELT COMMONWEALTH VALUE FUND II, L.P
Investment adviser: LINGERFELT CAPITAL PARTNERS, LLC
- Gross asset value
- $23.1M
- Beneficial owners
- 92
- ADV minimum commitment
- $500K
Reported in Form ADV on Mar 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KEITER
PCAOB 80
PERSHING LLC
SEC 8-17574
Filing source
Form ADV 2054540 · Mar 13, 2026 · Schedule D 7.B.(1), fund 805-3259944436
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.
| Name | Reported role |
|---|---|
| N/A N/A Ccp Holdings, Inc. | Promoter |
| N/A N/A Ccp Investments, Llc | Promoter |
| Mark W. Claud | Executive, Promoter |
| N/A N/A Commonwealth Commercial Partners, Llc | Promoter |
| J. Ryan Lingerfelt | Executive, Promoter |
| Alan T. Lingerfelt | Executive, Promoter |
| N/A N/A Lingerfelt Commonwealth Partners Llc | Executive, Promoter |
| N/A N/A Lingerfelt Commonwealth Value Fund Ii Gp, Llc | Executive, Promoter |
| N/A N/A Lingerfelt Companies, Llc | Promoter |
| N/A N/A Lingerfelt Development, Llc | Promoter |
| N/A N/A Lingerfelt Holdings, Llc | Promoter |
| Lynn K. Medley | Executive |
| Robin A. Ransom | Executive |
| Kenneth S. Strickler | Executive, Promoter |
| Brian F. Witthoefft | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Glen Allen, VA, 23060