Form D · Pooled Investment Fund

Susa Opportunities II, L.P.

San Francisco, CA · CIK 0001864325

Offering snapshot reported Jun 4, 2021 · SEC filing

Reported sold
Yet to sell
Offering amount: $250M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Yet to occur
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
Jun 4, 2021InitialYet to sellNo 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
021-401865

Source: Form D, filed Jun 4, 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

SUSA OPPORTUNITIES II, L.P.

Investment adviser: SUSA VENTURES MANAGEMENT, LLC

Gross asset value
$222M
Beneficial owners
149
ADV minimum commitment
$0

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

Service providers

Fund administrator HANOVER PARK NYC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRANK, RIMERMAN & CO. LLP PALO ALTO, California, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, 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

FRANK, RIMERMAN & CO. LLP
PCAOB 1596

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Filing source

Form ADV 2108666 · May 27, 2026 · Schedule D 7.B.(1), fund 805-9012456996

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
Seth Berman Executive
Chad Byers Executive
Leo Polovets Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
660 York St. Suite 210
San Francisco, CA, 94110