Form D · Other Investment Fund

Townsend Mertz Fund II, LLC

Houston, TX · CIK 0001932198

Offering snapshot reported Jun 2, 2023 · SEC filing

Reported sold
$12.9M
Indefinite offering
Investors reported
52
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 25, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.46M$12.9MJun 3, 2022: $1,650,000.00Jun 3, 2022Jun 2, 2023: $12,925,000.00Jun 2, 2023

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.

  • Reported sold$1,650,000 → $12,925,000
  • Reported investors3 → 52

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 2, 2023Amendment$12,925,000$11,275,000vs Jun 3, 202252SEC filing
Jun 3, 2022Initial$1,650,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-448128

Source: Form D, filed Jun 2, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
James Mertz Executive
Jason Townsend Executive
Richard Wood Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2211 Norfolk St #214
Houston, TX, 77098