Form D · Private Equity Fund

Vortus Investments II, LP

Fort Worth, TX · CIK 0001704828

Offering snapshot reported Jun 27, 2017 · SEC filing

Reported sold: $287M
Investors reported: 33
Minimum accepted: $0
First sale: May 17, 2017

Fundraising history

Reported sold

Dates 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
Jun 27, 2017	Amendment	$286,500,000	$0vs May 31, 2017	33	SEC filing
May 31, 2017	Initial	$286,500,000	No comparison	33	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $4.5M (estimated)
Finders' fees: $0
Form D file number: 021-287783

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
FirstPoint Equity Partners LLP	None	Crito Capital LLC · CRD 161724

Source: Form D, filed Jun 27, 2017. 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

VORTUS INVESTMENTS II LP

Investment adviser: VORTUS INVESTMENT ADVISORS, LLC

Gross asset value: $189M
Beneficial owners: 80
ADV minimum commitment: $90K

Reported in Form ADV on Apr 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER & TIDWELL FORT WORTH, Texas, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, 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 & TIDWELL
PCAOB 410

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2098066 · Apr 24, 2026 · Schedule D 7.B.(1), fund 805-8060906842

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Vortus Investments, LP	Oct 28, 2015	$213,224,999	50
Vortus Investments II, LP (this fund)	Jun 27, 2017	$286,500,000	33

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
Name	Reported role
Brian C. Crumley	Executive
Miller W. Jeffrey	Executive
Frank D. Lamsens	Executive
Jeffrey W. Miller	Executive
Vifw Ii, Lp	Executive
Vortus Investment Advisors, Llc	Promoter
Vortus Investment Holdings, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

407 Throckmorton Street Suite 560
Fort Worth, TX, 76102