Form D · Private Equity Fund

Orthogon Partners II, LP

New York, NY · CIK 0001751466

Offering snapshot reported Sep 10, 2019 · SEC filing

Reported sold: $131M
Investors reported: 14
Minimum accepted: $100K
First sale: Aug 28, 2018

Fundraising history

Reported sold

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 investors16 → 14

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 10, 2019	Amendment	$131,000,000	$0vs Sep 10, 2018	14	SEC filing
Sep 10, 2018	Initial	$131,000,000	No comparison	16	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-320913

Source: Form D, filed Sep 10, 2019. 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

ORTHOGON PARTNERS II, LP

Investment adviser: ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC

Gross asset value: $30.7M
Beneficial owners: 33
ADV minimum commitment: $100K

Reported in Form ADV on Mar 31, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LTD GRAND CAYMAN, Cayman Islands

Custodian FIRST CITIZENS BANK AND TRUST CO. SANTA CLARA, California, United States Related to adviser: Yes

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, 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

ERNST & YOUNG LTD
PCAOB 1655

INTERACTIVE BROKERS LLC
SEC 8-47257

Filing source

Form ADV 1953768 · Mar 31, 2025 · Schedule D 7.B.(1), fund 805-6483833982

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
Orthogon Partners, LP	Jul 6, 2017	$16,000,000	10
Orthogon Partners II, LP (this fund)	Sep 10, 2019	$131,000,000	14
ORTHOGON PARTNERS III LP	Aug 10, 2022	$62,750,000	14

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
Branko Belusic	Executive
Rishi Ganti	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1185 Avenue Of The Americas 3 Rd Floor
New York, NY, 10036-2600