Form D · Private Equity Fund

TIVERTON AG LEGACY HOLDINGS II, LP

Raleigh, NC · CIK 0002005506

Offering snapshot reported Feb 7, 2025 · SEC filing

Reported sold
$142M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Feb 9, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 8

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 7, 2025Amendment$141,950,000No comparison8SEC filing
Feb 8, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$22.5K
Finders' fees
$0
Form D file number
021-504777
This vehicle and Tiverton AG Legacy Holdings II (Parallel A), LP together have sold 194,150,000 to date.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FirstPoint Equity Capital Ltd.NoneCrito Capital LLC · CRD 000161724
William Blair000001252

Source: Form D, filed Feb 7, 2025. 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

TIVERTON AG LEGACY HOLDINGS II, LP

Investment adviser: TIVERTON ADVISORS, LLC

Gross asset value
$241M
Beneficial owners
12
ADV minimum commitment
$100K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TMF FUND SERVICS NORTH AMERICA LLC CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian DOGWOOD STATE BANK RALEIGH, North Carolina, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK 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

BDO USA, LLP
PCAOB 243

DOGWOOD STATE BANK
LEI 549300D3SGJ9UCUF2779

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI L9VVX1KT5TFTKS0MLF66

Filing source

Form ADV 2075362 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7974513052

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
David Christopher Chattleton Director, Executive, Promoter
Talh Gp2, Llc Promoter
Tiverton Advisors, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
301 Hillsborough Street Suite 1020
Raleigh, NC, 27603