Form D · Other Investment Fund

NaviMed Partners II, L.P.

Arlington, VA · CIK 0001788720

Offering snapshot reported Oct 23, 2020 · SEC filing

Reported sold
$166M
Indefinite offering
Investors reported
28
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 30, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 28

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 23, 2020Amendment$165,861,527No comparison28SEC filing
Sep 27, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$1.44M
Finders' fees
$0
Form D file number
021-349848

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
MOELIS & COMPANY LLC145115

Source: Form D, filed Oct 23, 2020. 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

NAVIMED PARTNERS II, L.P.

Investment adviser: NAVIMED CAPITAL ADVISORS, LLC

Gross asset value
$332M
Beneficial owners
54
ADV minimum commitment
$100K

Reported in Form ADV on Apr 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian MORGAN STANLEY SMITH BARNEY LLC BOSTON, Massachusetts, 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

KPMG LLP
PCAOB 185

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2091299 · Apr 27, 2026 · Schedule D 7.B.(1), fund 805-1945094509

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
Brian T. Canann Executive
Bijan Salehizadeh Executive
Ryan M. Schwarz Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Navimed Capital Advisors, Llc 1530 Wilson Boulevard, Suite 1040
Arlington, VA, 22209