Form D · Other Investment Fund

WinForest Partners II LP

Lake Forest, IL · CIK 0002001838

Offering snapshot reported Dec 1, 2023 · SEC filing

Reported sold: $77.8M
Investors reported: 55
Minimum accepted: $0
First sale: Nov 16, 2023

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
Dec 1, 2023	Initial	$77,800,000	No comparison	55	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06c
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-498566

Source: Form D, filed Dec 1, 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

WINFOREST PARTNERS II LP

Investment adviser: WINFOREST LLC

Gross asset value: $104M
Beneficial owners: 92
ADV minimum commitment: $0

Reported in Form ADV on Jun 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT, LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian U.S. BANK, NA DENVER, Colorado, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Filing source

Form ADV 2115100 · Jun 26, 2026 · Schedule D 7.B.(1), fund 805-4343866264

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
WinForest Partners II LP (this fund)	Dec 1, 2023	$77,800,000	55
WinForest Partners III LP	Apr 10, 2026	$50,300,000	30

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
Joseph Dimberio	Director
Brett Paschke	Director
N/A Win Forest Ii Gp Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

140 Ridge Lane
Lake Forest, IL, 60045