Form D · Private Equity Fund

SunBridge Partners JJV Fund II, L.P.

Beachwood, OH · CIK 0001769481

Offering snapshot reported Sep 29, 2021 · SEC filing

Reported sold: $7.99M
Investors reported: 21
Minimum accepted: $100K
First sale: Oct 1, 2019

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$6,540,000 → $7,990,000
Reported investors17 → 21

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 29, 2021	Amendment	$7,990,000	$1,450,000vs Sep 29, 2020	21	SEC filing
Sep 29, 2020	Amendment	$6,540,000	No comparison	17	SEC filing
Sep 30, 2019	Initial	Yet to sell	No comparison	0	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: 021-350007

Source: Form D, filed Sep 29, 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

SUNBRIDGE PARTNERS JJV FUND II, L.P.

Investment adviser: SUNBRIDGE PARTNERS, INC.

Gross asset value: $32.4K
Beneficial owners: 24
ADV minimum commitment: $50K

Reported in Form ADV on Oct 2, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MARCUM LLP FAIRLAWN, Ohio, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

MARCUM LLP
PCAOB 2648

Filing source

Form ADV 1905130 · Oct 2, 2024 · Schedule D 7.B.(1), fund 805-6379079138

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
SunBridge Partners JJV Fund, L.P.	Oct 29, 2014	$7,470,000	23
SunBridge Partners JJV Fund II, L.P. (this fund)	Sep 29, 2021	$7,990,000	21

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
Ken Ehrhart	Director
John Gannon	Director
Paul Grim	Director
N/A Sun Bridge Partners Jjv Ii Gp, Llc	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3659 Green Road Suite 100
Beachwood, OH, 44122