Form D · Venture Capital Fund

Transformation Capital Fund II, L.P.

Boston, MA · CIK 0001796512

Offering snapshot reported Jan 6, 2021 · SEC filing

Reported sold
$500M
Offering amount: $500M
Investors reported
163
Form D · investor count
Minimum accepted
$150K
Reported outside-investor minimum
First sale
Dec 30, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 163
  • Minimum accepted$0 → $150,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 6, 2021Amendment$500,000,000No comparison163SEC filing
Dec 13, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$6.11M
Finders' fees
$0
Form D file number
021-355524
Includes amounts paid and expected to be paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
ISPartners Investment Solutions AG169224
Snowbridge Securities LLC301996

Source: Form D, filed Jan 6, 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

TRANSFORMATION CAPITAL FUND II, L.P.

Investment adviser: TRANSFORMATION CAPITAL PARTNERS, L.P.

Gross asset value
$847M
Beneficial owners
164
ADV minimum commitment
$150K

Reported in Form ADV on Mar 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT MANAGEMENT, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO BOSTON, Massachusetts, United States
Custodian FIRST CITIZENS BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Custodian STIFEL BANK ST LOUIS, Missouri, United States Related to adviser: No
Marketer ISPARTNERS INVESTMENT SOLUTIONS AG ZURICH, Switzerland Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO
PCAOB 243

FIRST CITIZENS BANK
LEI 549300ZX7CMZ93QCZQ91

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

ISPARTNERS INVESTMENT SOLUTIONS AG
CRD 169224 · SEC 801-79023

Filing source

Form ADV 2077910 · Mar 20, 2026 · Schedule D 7.B.(1), fund 805-2168862972

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
Todd Cozzens Executive
Michael Dixon Executive
Jared Kesselheim Executive
N/A Transformation Capital Fund Ii Gp, Llc Executive
N/A Transformation Capital Fund Ii Gp, L.P. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Federal Street 25 Th Floor
Boston, MA, 02110