Form D · Pooled Investment Fund

SEVEN BRIDGES PRIVATE EQUITY OPPORTUNITIES FUND II LP

New York, NY · CIK 0001861308

Offering snapshot reported May 13, 2021 · SEC filing

Reported sold
$36.4M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
May 13, 2021Initial$36,400,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-399275

Source: Form D, filed May 13, 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

SEVEN BRIDGES PRIVATE EQUITY OPPORTUNITIES FUND II LP

Investment adviser: SEVEN BRIDGES ADVISORS LLC

Gross asset value
$88.9M
Beneficial owners
59
ADV minimum commitment
$1M

Reported in Form ADV on Jun 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor WITHUMSMITH + BROWN, PC PRINCETON, New Jersey, United States
Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No
Custodian CHARLES SCHWAB & CO., INC. 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
No

WITHUMSMITH + BROWN, PC
PCAOB 100

BMO HARRIS BANK N.A.
LEI 3Y4U8VZURTYWI1W2K376

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2114521 · Jun 23, 2026 · Schedule D 7.B.(1), fund 805-7361887813

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
Kevin Barcelona Executive
Laurence W. Cohen Executive, Promoter
M. Ram Lee Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
9 West 57 Th Street 29 Th Floor
New York, NY, 10019