Form D · Private Equity Fund

LUMERITY CAPITAL PARTNERS II, L.P.

Greenwich, CT · CIK 0001741804

Offering snapshot reported Mar 11, 2021 · SEC filing

Reported sold: $19.8M
Investors reported: 45
Minimum accepted: $500K
First sale: Aug 2, 2019

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 45

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 11, 2021	Amendment	$19,800,000	No comparison	45	SEC filing
May 21, 2019	Amendment	Yet to sell	No comparison	0	SEC filing
May 29, 2018	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-313383

Source: Form D, filed Mar 11, 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

LUMERITY CAPITAL PARTNERS II, LP

Investment adviser: LUMERITY CAPITAL MANAGEMENT, LLC

Gross asset value: $34.7M
Beneficial owners: 60
ADV minimum commitment: $500K

Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PERENNIAL FUND SERVICES, LLC WEST LAKE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUM SMITH+BROWN, PC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

WITHUM SMITH+BROWN, PC
PCAOB 100

Filing source

Form ADV 2078622 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-7375470150

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
LUMERITY CAPITAL PARTNERS, L.P.	Mar 4, 2019	$20,855,000	34
LUMERITY CAPITAL PARTNERS II, L.P. (this fund)	Mar 11, 2021	$19,800,000	45

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
Name	Reported role
Matthew H. Kim	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

500 West Putnam Avenue, Suite 400
Greenwich, CT, 06830