Form D · Other Investment Fund
Trilogy Opportunity Zone Fund II, L.P.
Chicago, IL · CIK 0001930097
Offering snapshot reported May 23, 2022 · SEC filing
- Reported sold
- $75.8M Indefinite offering
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Dec 20, 2021 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 23, 2022 | Initial | $75,800,000 | No comparison | 19 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-446529
Source: Form D, filed May 23, 2022. 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.
| Name | Reported role |
|---|---|
| Neil Gehani | Executive, Promoter |
| Clayton Hanson | Executive, Promoter |
| Jesse Karasik | Executive, Promoter |
| N/A Trilogy Opportunity Zone Fund Advisors Ii, Llc | Executive |
| N/A Trilogy Real Estate Group, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
520 West Erie Street Suite 100
Chicago, IL, 60654
Chicago, IL, 60654