Berkeley Ventures II, LLC
Berkeley Ventures II, LLC is a private equity fund based in Milton, Georgia. According to its most recent Form D, filed Sep 24, 2025, it has sold $1,725,000 of interests to 55 investors since its first sale in Nov 2017. 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 PEN Equity II, LLC; Anthony Palazzo.
- Total raised
- $1,725,000Cumulative sales reported on Form D
- Investors
- 55
- First sale
- Nov 22, 2017
- 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
- PEN Equity II, LLC; Anthony Palazzo
- Latest Form D
- Sep 24, 2025
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 Berkeley Ventures II, LLC
What is the minimum investment for Berkeley Ventures II, LLC?
According to its latest Form D, filed Sep 24, 2025, the minimum investment Berkeley Ventures II, LLC accepts from an outside investor is $10,000.
Who can invest in Berkeley Ventures II, LLC?
Berkeley Ventures II, LLC 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 Berkeley Ventures II, LLC raised?
Berkeley Ventures II, LLC reports $1,725,000 sold from 55 investors on its Form D filed Sep 24, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Berkeley Ventures II, LLC based?
Berkeley Ventures II, LLC is based in Milton, Georgia.
When did Berkeley Ventures II, LLC launch?
Berkeley Ventures II, LLC reports its first sale in Nov 2017.
Size compared with every private equity fund
Raised more than 29% of the 124 private equity funds based in Georgia, and more than 25% of all 9,142 that report sales.