Form D · Private Equity Fund

Summit Park II, L.P.

Charlotte, NC · CIK 0001619134

Offering snapshot reported Sep 15, 2014 · SEC filing

Reported sold: $56.4M
Investors reported: 6
Minimum accepted: $0
First sale: Sep 5, 2014

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
Sep 15, 2014	Initial	$56,410,256	No comparison	6	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-224716

Source: Form D, filed Sep 15, 2014. 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

SUMMIT PARK II, L.P.

Investment adviser: SPP MANAGEMENT SERVICES, LLC

Gross asset value: $21.2M
Beneficial owners: 16
ADV minimum commitment: $5M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GRANT THORNTON LLP CHARLOTTE, North Carolina, United States

Custodian BANC OF CALIFORNIA, N.A. LOS ANGELES, California, 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

GRANT THORNTON LLP
PCAOB 248

Filing source

Form ADV 2073453 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-3088907141

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
Summit Park II, L.P. (this fund)	Sep 15, 2014	$56,410,256	6
Summit Park III, L.P.	Mar 30, 2018	$128,000,000	16
Summit Park IV, L.P.	Jan 9, 2024	$210,893,750	30

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
Robert G. Calton Iii	Director, Executive
James L. Johnson Jr.	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Summit Park 1111 Metropolitan Avenue, Suite 1025
Charlotte, NC, 28204