Form D · Other

MS Preferred Private Issue Series II, LLC

Carmel, IN · CIK 0001576397

Offering snapshot reported Jan 27, 2023 · SEC filing

Reported sold
$4.22M
Offering amount: $50M
Investors reported
36
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 2, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.11M$4.22MMay 14, 2013: $250,000.00May 14, 2013Feb 3, 2014: $399,900.00Jun 23, 2014: $399,900.00Jan 27, 2023: $4,216,908.00Jan 27, 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.

  • Reported sold$250,000 → $4,216,908
  • Reported investors1 → 36

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 27, 2023Amendment$4,216,908$3,966,908vs May 14, 201336SEC filing
Jun 23, 2014Amendment$399,900$149,900vs May 14, 20132SEC filing
Feb 3, 2014Amendment$399,900$149,900vs May 14, 20132SEC filing
May 14, 2013Initial$250,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-196432

Source: Form D, filed Jan 27, 2023. 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
Steve Craven Promoter
Leo La Grotte Director
. Life Settlement Advisors, Llc Director

Issuer details

Industry: Other (See others in industry)

Address:
1950 E. Greyhound Pass Suite 18 339
Carmel, IN, 46033