Form D · Private Equity Fund

Trivest Discovery Fund II, L.P.

Coral Gables, FL · CIK 0001916898

Offering snapshot reported Apr 15, 2022 · SEC filing

Reported sold
Yet to sell
Offering amount: $550M
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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
Apr 15, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-442175
Total Offering Amount and Total Remaining to be Sold include amounts of limited partner interests to be sold by the Issuer's parallel funds. The General Partner reserves the right to offer a greater or lesser amount of limited partner interests.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Shannon Advisors LLC150305

Source: Form D, filed Apr 15, 2022. 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

TRIVEST DISCOVERY FUND II, L.P.

Investment adviser: TRIVEST INVESTMENT ADVISORS, LLC

Gross asset value
$448M
Beneficial owners
80
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 COGENCY GLOBAL INC. DOVER, Delaware, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor GRANT THORNTON LLP FORT LAUDERDALE, Florida, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Marketer SHANNON ADVISORS LLC LAKE FOREST, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON LLP
PCAOB 248

SHANNON ADVISORS LLC
CRD 150305 · SEC 8-68243

Filing source

Form ADV 2103266 · May 5, 2026 · Schedule D 7.B.(1), fund 805-6759326146

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
Brian Connell Executive
Jon Elias Executive
David Gershman Executive
Jorge Gross, Jr. Executive
Todd Jerles Executive
Amir Mirheydar Executive
Stephen Reynolds Executive
Troy D. Templeton Executive
Forest Wester Executive
Andrew Russ Wilson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
550 S. Dixie Highway Suite 300
Coral Gables, FL, 33146