Form D · Other Investment Fund

Tiverton II CIP, LP

Raleigh, NC · CIK 0001825348

Offering snapshot reported Mar 5, 2021 · SEC filing

Reported sold
$26M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Sep 14, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13M$26MSep 28, 2020: $26,000,000.00Sep 28, 2020Mar 5, 2021: $26,000,000.00Mar 5, 2021

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 5, 2021Amendment$26,000,000$0vs Sep 28, 20201SEC filing
Sep 28, 2020Initial$26,000,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$455K
Finders' fees
$0
Form D file number
021-376485

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FirstPoint Equity Capital Ltd.NoneCrito Capital LLC · CRD 161724

Source: Form D, filed Mar 5, 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

TIVERTON II CIP, LP

Investment adviser: TIVERTON ADVISORS, LLC

Gross asset value
$31.8M
Beneficial owners
1
ADV minimum commitment
$1M

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 SERVICES 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 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

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 805-8193504550

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
Tiverton Advisors, Llc Promoter
Tiverton Gp Ii, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
911 North West Street Suite 207
Raleigh, NC, 27603