Form D · Other Investment Fund

Montecito Medical Physicians II Limited Partnership

Nashville, TN · CIK 0001810426

Offering snapshot reported Dec 4, 2020 · SEC filing

Reported sold
$82.5M
Indefinite offering
Investors reported
224
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 15, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$41.3M$82.5MApr 29, 2020: $46,923,500.00Apr 29, 2020May 18, 2020: $46,923,503.00Jun 17, 2020: $51,920,000.00Jun 17, 2020Dec 4, 2020: $82,535,000.00Dec 4, 2020

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$51,920,000 → $82,535,000
  • Reported investors132 → 224

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 4, 2020Amendment$82,535,000$30,615,000vs Jun 17, 2020224SEC filing
Jun 17, 2020Amendment$51,920,000$4,996,497vs May 18, 2020132SEC filing
May 18, 2020Amendment$46,923,503$3vs Apr 29, 2020114SEC filing
Apr 29, 2020Initial$46,923,500No comparison112SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$731K
Finders' fees
$0
Form D file number
021-365980

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Harpeth Securities, LLC109821

Source: Form D, filed Dec 4, 2020. 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
Edward W. Conk Executive
Chris Conk Executive
Justin Hayball Executive
N/A Montecito Providers Gp Ii, Llc Executive
Joellyn Shannon Executive
Bryan Skelton Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Montecito Medical Operating Company ,Llc 3807 Cleghorn Avenue, Suite 903
Nashville, TN, 37215