Form D · Private Equity Fund

TIVERTON AG LEGACY HOLDINGS II (PARALLEL A), LP

Raleigh, NC · CIK 0002009595

Offering snapshot reported Feb 7, 2025 · SEC filing

Reported sold: $52.2M
Investors reported: 4
Minimum accepted: $100K
First sale: Feb 9, 2024

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 4

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 7, 2025	Amendment	$52,200,000	No comparison	4	SEC filing
Feb 8, 2024	Initial	Yet to sell	No comparison	0	SEC 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: 021-504695

This vehicle and Tiverton AG Legacy Holdings II, LP together have sold 194,150,000 to date.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
FirstPoint Equity Capital Ltd.	None	Crito Capital LLC · CRD 000161724
William Blair	000001252

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 (PARALLEL A), LP

Investment adviser: TIVERTON ADVISORS, LLC

Gross asset value: $94.1M
Beneficial owners: 4
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 805-3524061452

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
Name	Reported 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