Form D · Other Investment Fund

PT2, L.P.

Boston, MA · CIK 0001894670

Offering snapshot reported Dec 14, 2021 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 14, 2021	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-424962

Placement agent fees are to be paid based upon an established fee schedule. Such fees are offset dollar for dollar against the management fees payable by the Issuer, as further disclosed in the Issuer's agreement.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Evercore Group L.L.C.	42405

Source: Form D, filed Dec 14, 2021. 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

PT2, L.P.

Investment adviser: BERKSHIRE PARTNERS LLC

Gross asset value: $797M
Beneficial owners: 69
ADV minimum commitment: $10M

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

Service providers

Fund administrator STANDISH ASSET MANAGEMENT CO BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLC STAMFORD, Connecticut, United States

Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, 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

PRICEWATERHOUSECOOPERS LLC
PCAOB 238

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Filing source

Form ADV 2066808 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-8713443987

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
Name	Reported role
Samantha A. Adams	Executive
Michael C. Ascione	Executive
Matthew J. Berner	Executive
David C. Bordeau	Executive
Kenneth S. Bring	Executive
Kevin T. Callaghan	Executive
Matthew B. Gooch	Executive
Blake L. Gottesman	Executive
Christopher J. Hadley	Executive
Lawrence S. Hamelsky	Executive
Saad Hasan	Executive
Sharlyn C. Heslam	Executive
Elizabeth L. Hoffman	Executive
Matthew A. Janchar	Executive
Ross M. Jones	Executive
Benjamin D. Levy	Executive
Joshua A. Lutzker	Executive
Jonathan J. Meyer	Executive
Greg J. Pappas	Executive
Marni F. Payne	Executive
Anil Seetharam	Executive
Raleigh A. Shoemaker	Executive
Robert J. Small	Executive
Samuel W. Spirn	Executive
Edward J. Whelan	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

200 Clarendon Street, 35 Th Floor
Boston, MA, 02116