Form D · Private Equity Fund
Tortoise Direct Social Infrastructure Fund II, LP
Leawood, KS · CIK 0001765954
Offering snapshot reported Jan 30, 2019 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 30, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-331724
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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Tortoise Securities, LLC | 285411 | Tortoise Securities, LLC · CRD 285411 |
Source: Form D, filed Jan 30, 2019. 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
503 CAPITAL PARTNERS TAX EXEMPT CREDIT OPPORTUNITIES FUND I, LP
Investment adviser: 503 CAPITAL PARTNERS, LLC
- Gross asset value
- $8.45M
- Beneficial owners
- 189
- ADV minimum commitment
- $250K
Reported in Form ADV on Apr 8, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
Filing source
Form ADV 2087213 · Apr 8, 2026 · Schedule D 7.B.(1), fund 805-4548327825
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.
| Name | Reported role |
|---|---|
| Kevin Birzer | Executive |
| Gary P. Henson | Executive |
| Michelle Kelly | Executive |
| Connie Savage | Executive |
| N/A Tortoise Credit Strategies, Llc | Promoter |
| N/A Tortoise Dsif Ii Gp, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Leawood, KS, 66211