Form D · Venture Capital Fund

Triangle Peak Partners II, LP

Carmel, CA · CIK 0001555554

Offering snapshot reported Nov 13, 2013 · SEC filing

Reported sold: $3.25M
Investors reported: 2
Minimum accepted: $0
First sale: Oct 31, 2013

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
Nov 13, 2013	Initial	$3,250,000	No comparison	2	SEC filing
Aug 14, 2012	Initial	$160,034,333	No comparison	11	SEC filing

Offering details

Securities: Equity, 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: 021-206210

Source: Form D, filed Nov 13, 2013. 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

TRIANGLE PEAK PARTNERS II, LP

Investment adviser: TRIANGLE PEAK PARTNERS, LP

Gross asset value: $101M
Beneficial owners: 31
ADV minimum commitment: $250K

Reported in Form ADV on May 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STRATA FUND SOLUTIONS LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG, LLC SAN FRANCISCO, California, United States

Custodian CARTA, INC. PALO ALTO, California, United States Related to adviser: No

Custodian CITIZENS BANK, N.A. PROVIDENCE, Rhode Island, United States Related to adviser: No

Custodian PERSHING LLC NEW YORK, New York, 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

KPMG, LLC
PCAOB 185

CITIZENS BANK, N.A.
LEI 5493001KJTIIGC8Y1R12

PERSHING LLC
SEC 8-17574

Filing source

Form ADV 2103390 · May 5, 2026 · Schedule D 7.B.(1), fund 805-3073324589

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Triangle Peak Partners II, LP (this fund)	Nov 13, 2013	$3,250,000	2
TRIANGLE PEAK PARTNERS III, LP	Mar 22, 2019	$127,760,870	15

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
Name	Reported role
Dain F. De Groff	Executive
Michael C. Morgan	Executive
Triangle Peak Partners Ii General Partner, Llc	Director
David L. Pesikoff	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Carmel Plaza, Ste 305 (Ocean & Mission)
Carmel, CA, 93921