Form D · Oil and Gas
USEDC Opportunity Zone Fund II LP
Arlington, TX · CIK 0001949465
Offering snapshot reported Jan 11, 2024 · SEC filing
- Reported sold
- $100K Offering amount: $150M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Dec 31, 2023 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
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 |
|---|---|---|---|---|---|
| Jan 11, 2024 | Amendment | $105,820 | No comparison | 0 | SEC filing |
| Jan 11, 2024 | Amendment | $100,000 | No comparison | 0 | SEC filing |
| Jan 9, 2024 | Amendment | $52,910 | No comparison | 0 | SEC filing |
| Jan 8, 2024 | Amendment | $52,910 | No comparison | 0 | SEC filing |
| Dec 21, 2023 | Amendment | $123,000 | No comparison | 0 | SEC filing |
| Nov 16, 2023 | Amendment | $100,000 | No comparison | 0 | SEC filing |
| Oct 26, 2023 | Amendment | $250,000 | -$469,000vs Jan 11, 2023 | 0 | SEC filing |
| Aug 14, 2023 | Amendment | $335,000 | -$384,000vs Jan 11, 2023 | 0 | SEC filing |
| Aug 14, 2023 | Amendment | $100,000 | -$619,000vs Jan 11, 2023 | 0 | SEC filing |
| Aug 4, 2023 | Amendment | $310,000 | No comparison | 0 | SEC filing |
| Jun 26, 2023 | Amendment | $525,000 | No comparison | 0 | SEC filing |
| Jun 14, 2023 | Amendment | $200,000 | No comparison | 0 | SEC filing |
| Jun 1, 2023 | Amendment | $8,510,638 | No comparison | 0 | SEC filing |
| May 17, 2023 | Amendment | $200,000 | No comparison | 0 | SEC filing |
| May 5, 2023 | Amendment | $50,000 | No comparison | 0 | SEC filing |
| Apr 26, 2023 | Amendment | $0 | No comparison | 0 | SEC filing |
| Apr 26, 2023 | Amendment | $137,199 | No comparison | 0 | SEC filing |
| Apr 14, 2023 | Amendment | $317,461 | No comparison | 0 | SEC filing |
| Apr 14, 2023 | Amendment | $550,000 | No comparison | 0 | SEC filing |
| Mar 14, 2023 | Amendment | $25,000 | -$694,000vs Jan 11, 2023 | 0 | SEC filing |
| Jan 20, 2023 | Amendment | $100,000 | No comparison | 0 | SEC filing |
| Jan 11, 2023 | Amendment | $719,000 | No comparison | 0 | SEC filing |
| Dec 22, 2022 | Amendment | $1,000,000 | No comparison | 0 | SEC filing |
| Dec 22, 2022 | Amendment | $115,000 | No comparison | 0 | SEC filing |
| Dec 9, 2022 | Amendment | $1,700,000 | No comparison | 0 | SEC filing |
| Dec 9, 2022 | Amendment | $158,250 | No comparison | 0 | SEC filing |
| Dec 9, 2022 | Amendment | $1,150,000 | No comparison | 0 | SEC filing |
| Dec 7, 2022 | Amendment | $340,000 | No comparison | 0 | SEC filing |
| Nov 21, 2022 | Amendment | $50,000 | No comparison | 0 | SEC filing |
| Nov 14, 2022 | Amendment | $170,000 | No comparison | 0 | SEC filing |
| Nov 14, 2022 | Amendment | $100,000 | No comparison | 0 | SEC filing |
| Nov 7, 2022 | Amendment | $1,000,000 | No comparison | 0 | SEC filing |
| Oct 7, 2022 | Amendment | $135,000 | No comparison | 0 | SEC filing |
| Oct 6, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $8.3M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-460907
Limited Partnership Interest.
Dealer-Manager Fee - 1.5%; Sales Commission - up to 5.5%; Due Diligence Fee - 0.5%; Marketing Fee - 0.5%; Payment to Managing General Partner - 0.3%.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Keri Blake | 4605995 | Arkadios Capital · CRD 282710 |
Source: Form D, filed Jan 11, 2024. 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 |
|---|---|
| U.S. Energy Development Corporation | Executive |
| Matthew P. Iak | Director, Executive, Promoter |
| Jordan M. Jayson | Director, Executive, Promoter |
Issuer details
Industry: Oil and Gas (See others in industry)
Address:Arlington, TX, 76011