Form D · Other Investment Fund

Newbury Equity Partners II L.P.

Stamford, CT · CIK 0001472200

Offering snapshot reported Jul 16, 2010 · SEC filing

Reported sold: $921M
Investors reported: 66
Minimum accepted: $5M
First sale: Oct 23, 2009

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 66

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 16, 2010	Amendment	$920,675,000	No comparison	66	SEC filing
Sep 23, 2009	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-134666

The Total Amount Sold has exceeded the original Total Offering Amount of $800,000,000.00.

Amount to be determined at closing based on a percentage of capital raised.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Credit Suisse Securities (USA) LLC	816

Source: Form D, filed Jul 16, 2010. 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

NEWBURY EQUITY PARTNERS II L.P.

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value: $106M
Beneficial owners: 124
ADV minimum commitment: $5M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELOITTE & TOUCHE STAMFORD, Connecticut, United States

Custodian CITIZENS BANK NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC DENVER, Colorado, United States Related to adviser: No

Custodian SILICON VALLEY BANK NEWTON, 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

DELOITTE & TOUCHE
PCAOB 34

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-6569537350

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Newbury Equity Partners II L.P. (this fund)	Jul 16, 2010	$920,675,000	66
Newbury Equity Partners III L.P.	Mar 5, 2014	$947,000,000	30
Newbury Equity Partners IV L.P.	Feb 22, 2018	$1,407,500,000	40
Newbury Equity Partners V L.P.	Feb 23, 2021	$1,303,850,000	50
Newbury Equity Partners VI L.P.	Jun 6, 2024	$122,115,000	28

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
Name	Reported role
Gerald Esposito	Executive
Christopher Jaroch	Executive
Richard C. Lichter	Executive
N/A Newbury Associates Llc	Director
N/A Newbury Equity Partners Ii Gp Llc	Director
N/A Newbury Equity Partners Ii Gp L.P.	Director
Justin Pollack	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

100 First Stamford Place Second Floor
Stamford, CT, 06902