Form D · Other Investment Fund

RF Investment Partners SBIC II, LP

New York, NY · CIK 0001907651

Offering snapshot reported Jan 28, 2022 · SEC filing

Reported sold: $98.6M
Investors reported: 33
Minimum accepted: $0
First sale: Jan 18, 2022

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
Jan 28, 2022	Initial	$98,550,000	No comparison	33	SEC filing

Offering details

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

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-431297

Source: Form D, filed Jan 28, 2022. 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

RF INVESTMENT PARTNERS SBIC II, LP

Investment adviser: RF INVESTMENT MANAGEMENT COMPANY LLC

Gross asset value: $180M
Beneficial owners: 59
ADV minimum commitment: $1M

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

Service providers

Fund administrator ZOOK DINNON PA MOORESTOWN, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor COHNREZNICK LLP HARTFORD, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

COHNREZNICK LLP
PCAOB 596

Filing source

Form ADV 2062572 · Apr 1, 2026 · Schedule D 7.B.(1), fund 805-5301282541

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
RF Investment Partners SBIC, LP	Dec 13, 2017	$56,715,000	70
RF Investment Partners SBIC II, LP (this fund)	Jan 28, 2022	$98,550,000	33

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
Peter Fidler	Executive
N/A Rf Investment Management Company, Llc	Executive
N/A Rf Investment Partners Ii, Llc	Executive
Peter Rothschild	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

501 Madison Avenue 14 Th Floor
New York, NY, 10022