Form D · Other Investment Fund

SBB Research Group Investors II LLC

Northbrook, IL · CIK 0001581243

Offering snapshot reported Feb 21, 2024 · SEC filing

Reported sold: $27.2M
Investors reported: 10
Minimum accepted: $1M
First sale: Feb 14, 2011

Fundraising history

Reported sold

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$27,222,558 → $27,249,650
Reported investors13 → 10

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 21, 2024	Amendment	$27,249,650	$27,092vs Feb 24, 2023	10	SEC filing
Feb 24, 2023	Amendment	$27,222,558	$14,933,313vs Mar 4, 2022	13	SEC filing
Mar 4, 2022	Amendment	$12,289,245	$0vs Sep 13, 2021	11	SEC filing
Sep 13, 2021	Amendment	$12,289,245	No comparison	Not reported	SEC filing
Sep 15, 2020	Amendment	$12,289,245	$0vs Sep 19, 2019	11	SEC filing
Sep 19, 2019	Amendment	$12,289,245	$0vs Sep 19, 2018	11	SEC filing
Sep 19, 2018	Amendment	$12,289,245	$0vs Sep 20, 2017	11	SEC filing
Sep 20, 2017	Amendment	$12,289,245	$2,289,245vs Sep 23, 2016	11	SEC filing
Sep 23, 2016	Amendment	$10,000,000	$0vs Jul 26, 2013	8	SEC filing
Jul 26, 2013	Initial	$10,000,000	No comparison	8	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-200339

Source: Form D, filed Feb 21, 2024. 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

SBB RESEARCH GROUP INVESTORS II LLC

Investment adviser: SBB RESEARCH GROUP LLC

Gross asset value: $0
Beneficial owners: 0
ADV minimum commitment: $1M

Reported in Form ADV on Jan 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BAKER TILLY VIRCHOW KRAUSE, LLP CHICAGO, Illinois, United States

Custodian J.P. MORGAN SECURITIES LLC CHICAGO, Illinois, 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 VIRCHOW KRAUSE, LLP
PCAOB 23

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Filing source

Form ADV 2037030 · Jan 5, 2026 · Schedule D 7.B.(1), fund 805-7684958826

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
SBB Research Group Investors II LLC (this fund)	Feb 21, 2024	$27,249,650	10
SBB Research Group Investors III LLC	Feb 21, 2024	$32,359,366	15
SBB Research Group Investors IV LLC	Feb 21, 2024	$29,013,359	4

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
Matthew Lawrence Aven	Director, Executive, Promoter
Samuel Barnett	Executive
Sam Benjamin Barnett	Director, Executive, Promoter
Brad Alan Greenstein	Executive
Walter M Kelly	Executive
Sandeep D Navalgund	Executive
N/A Sbb Research Group Llc	Promoter
* Sbb Research Group Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

450 Skokie Boulevard Building 600
Northbrook, IL, 60062