Form D · Other Investment Fund

Mercatus Strategic Opportunities Fund II, LLC

Lehi, UT · CIK 0001974741

Offering snapshot reported Jul 1, 2024 · SEC filing

Reported sold
$11.4M
Indefinite offering
Investors reported
40
Form D · investor count
Minimum accepted
$200K
Reported outside-investor minimum
First sale
Nov 30, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.68M$11.4MApr 26, 2023: $3,215,000.00Apr 26, 2023Jun 28, 2023: $4,115,000.00Jul 1, 2024: $11,360,000.00Jul 1, 2024

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$4,115,000 → $11,360,000
  • Reported investors13 → 40

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 1, 2024Amendment$11,360,000$7,245,000vs Jun 28, 202340SEC filing
Jun 28, 2023Amendment$4,115,000$900,000vs Apr 26, 202313SEC filing
Apr 26, 2023Initial$3,215,000No comparison8SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-480037

Source: Form D, filed Jul 1, 2024. 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.

People and organizations reported in Form D filings
NameReported role
Christopher Russell Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2600 Executive Parkway, Suite 451
Lehi, UT, 84043