Form D · Hedge Fund
TRIGRAN INVESTMENTS LP II
Northbrook, IL · CIK 0001315014
Offering snapshot reported Feb 3, 2026 · SEC filing
- Reported sold
- $270M Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 3, 2026 | Amendment | $270,035,488 | No comparison | Not reported | SEC filing |
| Feb 4, 2025 | Amendment | $262,699,638 | $653,185vs Feb 8, 2024 | 226 | SEC filing |
| Feb 8, 2024 | Amendment | $262,046,453 | $25,970,904vs Feb 23, 2023 | 225 | SEC filing |
| Feb 23, 2023 | Amendment | $236,075,549 | $26,300,000vs Oct 18, 2022 | 224 | SEC filing |
| Oct 18, 2022 | Amendment | $209,775,549 | $28,620,454vs Feb 10, 2022 | 223 | SEC filing |
| Feb 10, 2022 | Amendment | $181,155,095 | $19,833,051vs Mar 4, 2021 | 220 | SEC filing |
| Mar 4, 2021 | Amendment | $161,322,044 | $13,515,000vs Jan 23, 2020 | 214 | SEC filing |
| Jan 23, 2020 | Amendment | $147,807,044 | $9,310,000vs Jan 24, 2019 | 201 | SEC filing |
| Jan 24, 2019 | Amendment | $138,497,044 | $14,249,622vs Jan 26, 2018 | 196 | SEC filing |
| Jan 26, 2018 | Amendment | $124,247,422 | $4,234,700vs Feb 1, 2017 | 190 | SEC filing |
| Feb 1, 2017 | Amendment | $120,012,722 | $15,050,000vs Feb 3, 2016 | 181 | SEC filing |
| Feb 3, 2016 | Amendment | $104,962,722 | $3,985,000vs Feb 12, 2015 | 164 | SEC filing |
| Feb 12, 2015 | Amendment | $100,977,722 | $9,688,252vs Feb 10, 2014 | 155 | SEC filing |
| Feb 10, 2014 | Amendment | $91,289,470 | $3,782,000vs Feb 22, 2013 | 145 | SEC filing |
| Feb 22, 2013 | Amendment | $87,507,470 | $3,860,000vs Jan 25, 2012 | 139 | SEC filing |
| Jan 25, 2012 | Amendment | $83,647,470 | $6,684,790vs Jan 28, 2011 | 132 | SEC filing |
| Jan 28, 2011 | Amendment | $76,962,680 | $4,044,369vs Mar 23, 2009 | 120 | SEC filing |
| Feb 8, 2010 | Amendment | $73,017,792 | $99,481vs Mar 23, 2009 | 114 | SEC filing |
| Mar 23, 2009 | Amendment | $72,918,311 | No comparison | Not reported | SEC filing |
| Jan 18, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-73145
Source: Form D, filed Feb 3, 2026. 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
TRIGRAN INVESTMENTS, L.P. II
Investment adviser: TRIGRAN INVESTMENTS, INC.
- Gross asset value
- $258M
- Beneficial owners
- 140
- ADV minimum commitment
- $500K
Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09
WELLS FARGO SECURITIES, LLC
SEC 8-65876
WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876
Filing source
Form ADV 2067949 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-1140053059
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 |
|---|---|
| Douglas Granat | Executive |
| Steven Monieson | Executive |
| Lawrence Oberman | Executive |
| Steve Simon | Executive |
| Bradley F Simon | Executive |
| N/A Trigran Investments, Inc. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Northbrook, IL, 60062