Form D · Private Equity Fund

Patriot Financial Partners Parallel II, L.P.

Philadelphia, PA · CIK 0001586224

Offering snapshot reported Jul 27, 2015 · SEC filing

Reported sold
$30.6M
Offering amount: $293M
Investors reported
44
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Aug 30, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.3M$30.6MSep 10, 2013: $25,450,000.00Sep 10, 2013Sep 8, 2014: $26,450,000.00Sep 8, 2014Nov 26, 2014: $27,200,000.00Jul 27, 2015: $30,614,692.00Jul 27, 2015

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$27,200,000 → $30,614,692
  • Reported investors38 → 44

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 27, 2015Amendment$30,614,692$3,414,692vs Nov 26, 201444SEC filing
Nov 26, 2014Amendment$27,200,000$750,000vs Sep 8, 201438SEC filing
Sep 8, 2014Amendment$26,450,000$1,000,000vs Sep 10, 201337SEC filing
Sep 10, 2013Initial$25,450,000No comparison37SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-202604
The $293M total offering amount is jointly offered by Patriot Financial Partners Parallel II, L.P. and its Parallel Fund, Patriot Financial Partners II, L.P. The total amount sold is only for the Issuer named herein.
Sales Commissions and Finders' Fees not paid by the Issuer.

Source: Form D, filed Jul 27, 2015. 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

PATRIOT FINANCIAL PARTNERS PARALLEL II, LP

Investment adviser: PATRIOT FINANCIAL MANAGER, L.P.

Gross asset value
$8.53M
Beneficial owners
46
ADV minimum commitment
$1M

Reported in Form ADV on Mar 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BAKER TILLY US, LLP PHILADELPHIA, Pennsylvania, United States
Custodian FIRSTRUST BANK CONSHOHOCKEN, Pennsylvania, United States Related to adviser: No
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
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2079478 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-1417287847

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 Deutsch Executive
Ira Lubert Executive
James Lynch Executive
Llc Patriot Financial Partners Gp Ii, Executive
L.P. Patriot Financial Partners Gp Ii, Executive
L.P. Patriot Financial Partners Ii, Executive
Llc Patriot Financial Partners Ii Gp, Executive
L.P. Patriot Financial Partners Ii Gp, Executive
W. Kirk Wycoff Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2929 Arch Street
Philadelphia, PA, 19104