Form D · Other Investment Fund

Merion Multifamily Investment Fund II, L.P.

Wynnewood, PA · CIK 0001775214

Offering snapshot reported Aug 20, 2019 · SEC filing

Reported sold
Yet to sell
Offering amount: $75M
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 20, 2019AmendmentYet to sellNo comparison0SEC filing
May 3, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-338747
Placement Agent, MainLine Securities, LLC will receive a negotiated amount that will reduce the Advisory and Management Fee on a dollar for dollar basis

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
MainLine Securities, LLC173648

Source: Form D, filed Aug 20, 2019. 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

MERION MULTIFAMILY INVESTMENT FUND II, L.P.

Investment adviser: MERION REALTY ADVISERS, LLC

Gross asset value
$19.3M
Beneficial owners
30
ADV minimum commitment
$100K

Reported in Form ADV on Jun 2, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS PHILADELPHIA, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CARR, RIGGS & INGRAM LLC ATLANTA, Georgia, United States
Custodian PRINCIPAL BANK MINNEAPOLIS, Minnesota, United States Related to adviser: No
Marketer 3ICO SECURITIES LLC WYNNEWOOD, Pennsylvania, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

CARR, RIGGS & INGRAM LLC
PCAOB 213

3ICO SECURITIES LLC
CRD 173648 · SEC 8-69544

Filing source

Form ADV 2110524 · Jun 2, 2026 · Schedule D 7.B.(1), fund 805-9608100670

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
Merion Multifamily Ii Gp, Llc . Executive
Mmf I Gp, L.P. . Director
John Adams Executive
Richard T. Aljian Director, Executive
David Clapper Director, Executive
Anthony Di Silvestro Executive
Adrienne D. Hamilton Executive
David P. Hammerman Executive
Matthew T. Hopper Executive
Richard A. Kwait Executive
William Landman Director, Executive
Joseph Martell Executive
Richard Mitchell Director, Executive
Donna M. Rittershausen Executive
David R. Rodgers Executive
Jeffrey R. Shumaker Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
308 E. Lancaster Avenue Suite 300
Wynnewood, PA, 19096