Form D · Venture Capital Fund

RV II The Wellness Fund LP

Brentwood, TN · CIK 0002061397

Offering snapshot reported Mar 21, 2025 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 21, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$200K (estimated)
Finders' fees
$30K (estimated)
Form D file number
021-541757

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Big Path CapitalNoneFinalis Securities, LLC · CRD 305908

Source: Form D, filed Mar 21, 2025. 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

RV II THE WELLNESS FUND , LP

Investment adviser: RELEVANCE CAPITAL MANAGEMENT, LLC

Gross asset value
$46.5M
Beneficial owners
20
ADV minimum commitment
$250K

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 CARTA SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER & TIDWELL NASHVILLE, Tennessee, United States
Custodian PINNACLE BANK NASHVILLE, Tennessee, United States Related to adviser: No
Marketer FINALIS SECURITIES LLC 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

WEAVER & TIDWELL
PCAOB 410

PINNACLE BANK
LEI 549300CDOC4F7XSRG390

FINALIS SECURITIES LLC
CRD 305908 · SEC 8-70425

Filing source

Form ADV 2079676 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-4377240503

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
Cameron Newton Executive
N/A Relevance Capital Management, Llc Executive, Promoter
N/A Relevance Ventures Wellness Gp Ii, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
112 Westwood Place Suite 110
Brentwood, TN, 37027