Form D · Other Real Estate

Pinnacle Trilogy BTR OZ Fund II, LP

Seattle, WA · CIK 0002049488

Offering snapshot reported Mar 24, 2026 · SEC filing

Reported sold
$8.11M
Offering amount: $75M
Investors reported
16
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 4, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.05M$8.11MDec 31, 2024: $2,200,000.00Dec 31, 2024Mar 24, 2026: $8,108,459.00Mar 24, 2026

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$2,200,000 → $8,108,459
  • Reported investors3 → 16

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 24, 2026Amendment$8,108,459$5,908,459vs Dec 31, 202416SEC filing
Dec 31, 2024Initial$2,200,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$45K
Finders' fees
$0
Form D file number
021-533848
Sales commissions of $45,000 to date. This amount may increase if additional securities are sold.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Emerson Equity LLC130032

Source: Form D, filed Mar 24, 2026. 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

PINNACLE TRILOGY BTR OZ FUND II LP

Investment adviser: PINNACLE PARTNER MANAGEMENT LLC

Gross asset value
$9.98M
Beneficial owners
1
ADV minimum commitment
$250K

Reported in Form ADV on Sep 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HIGH DIVIDE MANAGEMENT SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor NOVAGRADIC & COMPANY SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE SEATTLE, Washington, United States Related to adviser: No
Custodian WASHINGTON TRUST BANK SEATTLE, Washington, United States Related to adviser: No
Marketer EMERSON EQUITY LLC SAN MATEO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

NOVAGRADIC & COMPANY
PCAOB 474

EMERSON EQUITY LLC
CRD 130032 · SEC 801-120835

Filing source

Form ADV 2130553 · Sep 9, 2026 · Schedule D 7.B.(1), fund 805-3173254062

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
Leo Backer Director, Executive, Promoter
Jeff Feinstein Director, Executive, Promoter
Jason Joseph Director, Executive
Trilogy Investment Company, Llc Director, Executive
Pinnacle Trilogy Gp, Llc Director, Executive, Promoter
Tic Oz Jv Member, Llc Director, Executive
Pinnacle Partner Management L.L.C. Director, Executive, Promoter
Michael Nolan Director, Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
1421 34 Th Avenue, Suite 215
Seattle, WA, 98122