Form D · Other Investment Fund
Morgan Notes Fund II LLC
Pittsford, NY · CIK 0001631500
Offering snapshot reported Feb 13, 2015 · SEC filing
- Reported sold
- $685K Offering amount: $25M
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 29, 2015 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 13, 2015 | Initial | $685,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-234086
Source: Form D, filed Feb 13, 2015. 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.
| Name | Reported role |
|---|---|
| Chase S. Chavin | Director, Executive |
| Timothy A. Florczak | Executive |
| Robert C. Morgan | Director, Executive |
| Kevin J. Morgan | Executive |
| N/A Morgan Management, Llc | Promoter |
| N/A Morgan Mezzanine Fund Manager Llc | Director |
| Sharon Zinser | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1080 Pittsford Victor Road
Pittsford, NY, 14534
Pittsford, NY, 14534