Form D · Other Investment Fund

Transcend Wealth Collective Capital II LP

Short Hills, NJ · CIK 0001822898

Offering snapshot reported Aug 28, 2020 · SEC filing

Reported sold
$31.8M
Offering amount: $31.8M
Investors reported
80
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Aug 17, 2020
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
Aug 28, 2020Initial$31,770,000No comparison80SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-374384

Source: Form D, filed Aug 28, 2020. 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

TRANSCEND CAPITAL CREDIT FUND II, L.P.

Investment adviser: ARAX ADVISORY PARTNERS, LLC

Gross asset value
$4.87M
Beneficial owners
82
ADV minimum commitment
$50K

Reported in Form ADV on Aug 14, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUM SMITH & BROWN PRINCETON, New Jersey, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, 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

WITHUM SMITH & BROWN
PCAOB 100

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2126143 · Aug 14, 2026 · Schedule D 7.B.(1), fund 805-1204114697

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
Transcend Wealth Collective Capital Investment Management, Llc Executive, Promoter
Transcend Wealth Collective Capital, Llc Executive, Promoter
Transcend Wealth Collective Capital Or, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
51 Jfk Parkway Suite 110
Short Hills, NJ, 07078