Form D · Other Investment Fund

WNC Preservation Equity Fund 2, L.P.

Irvine, CA · CIK 0001828849

Offering snapshot reported Mar 10, 2022 · SEC filing

Reported sold
$51.8M
Offering amount: $100M
Investors reported
9
Form D · investor count
Minimum accepted
$2.5M
Reported outside-investor minimum
First sale
Oct 7, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$25.9M$51.8MOct 21, 2020: $12,500,000.00Oct 21, 2020Mar 22, 2021: $20,000,000.00Mar 22, 2021Oct 12, 2021: $32,950,000.00Oct 12, 2021Mar 10, 2022: $51,830,000.00Mar 10, 2022

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.

  • Reported sold$32,950,000 → $51,830,000
  • Reported investors6 → 9

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 10, 2022Amendment$51,830,000$18,880,000vs Oct 12, 20219SEC filing
Oct 12, 2021Amendment$32,950,000$12,950,000vs Mar 22, 20216SEC filing
Mar 22, 2021Amendment$20,000,000$7,500,000vs Oct 21, 20204SEC filing
Oct 21, 2020Initial$12,500,000No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$27.3K
Finders' fees
$0
Form D file number
021-378508
AFFILIATES OF THE GENERAL PARTNER WILL MAKE A CAPITAL COMMITMENT, WHICH IS NOT REFLECTED IN THE AMOUNT SOLD.
COMMISSIONS NOT PAID BY THE ISSUER.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CHRISTINE CORMIER5982806WNC CAPITAL CORPORATION · CRD 36174
INTE SECURITIES LLC47107

Source: Form D, filed Mar 10, 2022. 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

WNC PRESERVATION EQUITY FUND 2, L.P.

Investment adviser: PRESERVATION EQUITY FUND ADVISORS, LLC

Gross asset value
$223M
Beneficial owners
14
ADV minimum commitment
$1M

Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor NOVOGRADAC AND COMPANY SAN FRANCISCO, California, United States
Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No
Marketer INTE SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer WNC CAPITAL CORPORATION IRVINE, California, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

NOVOGRADAC AND COMPANY
PCAOB 474

INTE SECURITIES LLC
CRD 47107 · SEC 8-51667

WNC CAPITAL CORPORATION
CRD 36174 · SEC 8-47101

Filing source

Form ADV 2072150 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-6111962512

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
Wilfred N. Cooper, Jr. Executive
Michael J. Gaber Executive
Camille Longino Executive
N/A Preservation Equity Fund Advisors, Llc Executive
David N. Shafer Executive
Melanie R. Wenk Executive
N/A Wnc Advisory Partners, Llc Executive
N/A Wnc Preservation Managing Partners 2, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
17782 Sky Park Circle
Irvine, CA, 92614