Form D · Private Equity Fund

MOUNTAIN CAPITAL PARTNERS II, LP

Houston, TX · CIK 0001779008

Offering snapshot reported Aug 24, 2022 · SEC filing

Reported sold
$497M
Indefinite offering
Investors reported
31
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 5, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$249M$497MAug 24, 2021: $482,250,000.00Aug 24, 2021Aug 24, 2022: $497,250,000.00Aug 24, 2022

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$482,250,000 → $497,250,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 24, 2022Amendment$497,250,000$15,000,000vs Aug 24, 202131SEC filing
Aug 24, 2021Amendment$482,250,000No comparisonNot reportedSEC filing
Sep 2, 2020Amendment$414,750,000No comparison27SEC filing
Sep 4, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, 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
021-347967
The Total Amount Sold listed above includes the general partner's commitment.
Such fees, if any, will only be paid upon the sale of interests to certain investors and such amount will not be finalized until the final closing of the offering.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CSP SECURITIES, LP136941

Source: Form D, filed Aug 24, 2022. 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

MOUNTAIN CAPITAL PARTNERS II, LP

Investment adviser: MOUNTAIN CAPITAL MANAGEMENT, LLC

Gross asset value
$700M
Beneficial owners
34
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C
PCAOB 243

Filing source

Form ADV 2051625 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4214954545

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
Kara Goodloe Executive, Promoter
Kara Goodloe Harling Executive, Promoter
Samuel Oh Executive, Promoter
John Wehrle Executive, Promoter
Raymond Wong Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
811 Louisiana Street, Suite 2550
Houston, TX, 77002