Form D · Other

Scaleworks Fund II, LP

San Antonio, TX · CIK 0001765872

Offering snapshot reported Mar 11, 2019 · SEC filing

Reported sold
$80M
Offering amount: $80M
Investors reported
60
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Feb 25, 2019
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 11, 2019Initial$80,000,000No comparison60SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-334463

Source: Form D, filed Mar 11, 2019. 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

SCALEWORKS FUND II, LP

Investment adviser: SCALEWORKS CAPITAL, LLC

Gross asset value
$30.3M
Beneficial owners
69
ADV minimum commitment
$0

Reported in Form ADV on Mar 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor TANNER LLC SALT LAKE CITY, Utah, United States
Custodian TEXAS CAPITAL BANK AUSTIN, Texas, 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

TANNER LLC
PCAOB 270

TEXAS CAPITAL BANK
LEI 38PG5GG0OEQK4QMSKE59

Filing source

Form ADV 2066754 · Mar 11, 2026 · Schedule D 7.B.(1), fund 805-9958103493

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
Edward P Byrne Director
Lewis J Moorman Director

Issuer details

Industry: Other (See others in industry)

Address:
122 E. Houston Street, Suite 105
San Antonio, TX, 78205