Form D · Private Equity Fund

MPE Partners II, L.P.

Cleveland, OH · CIK 0001677087

Offering snapshot reported Nov 16, 2016 · SEC filing

Reported sold
$246M
Offering amount: $250M
Investors reported
38
Form D · investor count
Minimum accepted
$185K
Reported outside-investor minimum
First sale
Jun 9, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$123M$246MJun 22, 2016: $140,000,000.00Jun 22, 2016Aug 5, 2016: $159,500,000.00Aug 5, 2016Oct 12, 2016: $212,250,000.00Oct 12, 2016Nov 16, 2016: $245,850,000.00Nov 16, 2016

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$212,250,000 → $245,850,000
  • Reported investors31 → 38
  • Minimum accepted$200,000 → $185,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 16, 2016Amendment$245,850,000$33,600,000vs Oct 12, 201638SEC filing
Oct 12, 2016Amendment$212,250,000$52,750,000vs Aug 5, 201631SEC filing
Aug 5, 2016Amendment$159,500,000$19,500,000vs Jun 22, 201626SEC filing
Jun 22, 2016Initial$140,000,000No comparison17SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-265522
Total offering amount is aggregated with MPE Partners II (PF), L.P. Amount sold and amount remaining to be sold do not reflect the amounts for MPE Partners II (PF), L.P. Please refer to the Form D filed for MPE Partners II (PF), L.P.

Source: Form D, filed Nov 16, 2016. 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

MPE PARTNERS II, LP

Investment adviser: MPE MGT. CO., LLC

Gross asset value
$178M
Beneficial owners
37
ADV minimum commitment
$50K

Reported in Form ADV on Mar 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BDO USA, P.C. BOSTON, Massachusetts, United States
Custodian BMO BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian UMB BANK, N.A. COSTA MESA, California, United States Related to adviser: No
Custodian WILMINGTON TRUST, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Filing source

Form ADV 2075851 · Mar 29, 2026 · Schedule D 7.B.(1), fund 805-9512388481

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
Machado Joseph Executive, Promoter
Joseph Machado Executive, Promoter
Peter G Taft Executive, Promoter
Karen Tuleta Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Fifth Third Center 600 Superior Ave. East, Suite 2500
Cleveland, OH, 44114