AltMountain

AOZF II Parallel, L.P.

Philadelphia, PA · CIK 1860133
Status: no Form D since Jan 2022. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

AOZF II Parallel, L.P. is a private investment fund based in Philadelphia, Pennsylvania. According to its most recent Form D, filed Jan 13, 2022, it has sold $5,275,000 of interests to 9 investors since its first sale in Dec 2021. The minimum investment it accepts from an outside investor is $10,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include LLC AOZF II Capital; LLC American Opportunity Zone Advisors; Peter Linneman.

Total raised
$5,275,000Cumulative sales reported on Form D
Investors
9
First sale
Dec 31, 2021
Minimum investment
$10,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
LLC AOZF II Capital; LLC American Opportunity Zone Advisors; Peter Linneman
Latest Form D
Jan 13, 2022

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about AOZF II Parallel, L.P.

What is the minimum investment for AOZF II Parallel, L.P.?

According to its latest Form D, filed Jan 13, 2022, the minimum investment AOZF II Parallel, L.P. accepts from an outside investor is $10,000.

Who can invest in AOZF II Parallel, L.P.?

AOZF II Parallel, L.P. is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has AOZF II Parallel, L.P. raised?

AOZF II Parallel, L.P. reports $5,275,000 sold from 9 investors on its Form D filed Jan 13, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is AOZF II Parallel, L.P. based?

AOZF II Parallel, L.P. is based in Philadelphia, Pennsylvania.

When did AOZF II Parallel, L.P. launch?

AOZF II Parallel, L.P. reports its first sale in Dec 2021.

Size compared with every private investment fund

Raised more than 47% of the 291 private investment funds based in Pennsylvania, and more than 33% of all 10,333 that report sales.

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