Form D · Private Equity Fund

MRWM OPPORTUNITY FUND II, L.P.

Nashville, TN · CIK 0001953569

Offering snapshot reported Dec 22, 2023 · SEC filing

Reported sold
$8.55M
Offering amount: $25M
Investors reported
16
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 7, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.28M$8.55MDec 14, 2023: $8,550,000.00Dec 14, 2023Dec 22, 2023: $8,550,000.00Dec 22, 2023

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 22, 2023Amendment$8,550,000$0vs Dec 14, 202316SEC filing
Dec 14, 2023Initial$8,550,000No comparison16SEC filing

Offering details

Securities
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
021-499716

Source: Form D, filed Dec 22, 2023. 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

MRWM OPPORTUNITY FUND II, L.P.

Investment adviser: MRWM CAPITAL MANAGEMENT, LLC

Gross asset value
$2.16M
Beneficial owners
16
ADV minimum commitment
$250K

Reported in Form ADV on Mar 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES (BERMUDA) LTD. NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WARREN AVERETT, LLC BIRMINGHAM, Alabama, United States
Custodian CITY NATIONAL BANK NASHVILLE, Tennessee, 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

WARREN AVERETT, LLC
PCAOB 2226

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

Filing source

Form ADV 2046420 · Mar 11, 2026 · Schedule D 7.B.(1), fund 805-8688890017

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
James Tracy Hackney Executive
. Mrwm Capital Management, Llc Executive
. Mrwm Capital Partners, Llc Executive
Suzanne Salter Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1614 16 Th Avenue South Suite 101
Nashville, TN, 37212