Form D · Private Equity Fund

UPWELLING EQUITY INVESTORS II LP

Davis, CA · CIK 0002075281

Offering snapshot reported Jun 30, 2025 · SEC filing

Reported sold
$3.45M
Offering amount: $7M
Investors reported
19
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 5, 2024
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 →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 30, 2025Initial$3,450,000No comparison19SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-550336
Limited Partnership Interests

Source: Form D, filed Jun 30, 2025. 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

UPWELLING EQUITY INVESTORS II LP

Investment adviser: UPWELLING CAPITAL GROUP LLC

Gross asset value
$511K
Beneficial owners
16
ADV minimum commitment
$25K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, LLP FORT WORTH, Texas, United States
Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian MORGAN STANLEY MENLO PARK, California, 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

WEAVER AND TIDWELL, LLP
PCAOB 410

Filing source

Form ADV 2089289 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6433051789

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
Eric Green Executive, Promoter
Nicole Kane Executive
Joncarlo Mark Executive, Promoter
N/A Upwelling Gp Ii, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2820 Fifth Street
Davis, CA, 95618