Form D · Private Equity Fund

Tortoise Direct Opportunities Fund II, LP

Leawood, KS · CIK 0001734516

Offering snapshot reported Mar 26, 2018 · SEC filing

Reported sold
$60M
Indefinite offering
Investors reported
42
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 28, 2018
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
Mar 26, 2018Initial$59,950,000No comparison42SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-308532
Tortoise Securities, LLC will receive a fee from the Investment Manager pursuant to an Agreement effective July 1, 2017.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Tortoise Securities, LLC285411

Source: Form D, filed Mar 26, 2018. 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

TORTOISE DIRECT OPPORTUNITIES FUND II, LP

Investment adviser: TORTOISE CAPITAL ADVISORS, L.L.C.

Gross asset value
$3.23M
Beneficial owners
65
ADV minimum commitment
$1M

Reported in Form ADV on Sep 30, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor TAIT, WELLER & BAKER, LLP PHILADELPHIA, Pennsylvania, United States
Custodian U.S. BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, 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

TAIT, WELLER & BAKER, LLP
PCAOB 445

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Filing source

Form ADV 2007852 · Sep 30, 2025 · Schedule D 7.B.(1), fund 805-3068298446

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
Kevin Birzer Executive
Michelle Kelly Executive
Connie Savage Executive
N/A Tortoise Capital Advisors, L.L.C. Promoter
N/A Tortoise Direct Opportunities Gp Ii Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
11550 Ash Street Suite 300
Leawood, KS, 66211