Form D · Private Equity Fund
TRM Equity Fund II LP
Southfield, MI · CIK 0001816905
Offering snapshot reported May 2, 2023 · SEC filing
- Reported sold
- $59.2M Offering amount: $100M
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 11, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 14
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 2, 2023 | Amendment | $59,150,000 | No comparison | 14 | SEC filing |
| May 2, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-444033
Source: Form D, filed May 2, 2023. 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
TRM EQUITY FUND II LP
Investment adviser: TRM ADVISORS LP
- Gross asset value
- $144M
- Beneficial owners
- 50
- ADV minimum commitment
- $0
Reported in Form ADV on May 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
GEORGE JOHNSON & COMPANY, PC
PCAOB 180
Filing source
Form ADV 2103072 · May 4, 2026 · Schedule D 7.B.(1), fund 805-7575912232
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 |
|---|---|
| Jeffrey A. Stone | Executive |
| Robert C. Sylvester | Executive |
| N/A Trm Ii Gp Lp | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Southfield, MI, 48076