AltMountain

Enhanced SBIC II, LP

San Francisco, CA · CIK 1812823
Status: no Form D since May 2020. 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.

Enhanced SBIC II, LP is a private investment fund based in San Francisco, California. According to its most recent Form D, filed May 27, 2020, it has sold $31,935,000 of interests to 18 investors since its first sale in May 2020. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Thomas Quimby; Tree Line Capital Partners, LLC; Jonathon Schroeder.

Total raised
$31,935,000Cumulative sales reported on Form D
Investors
18
First sale
May 12, 2020
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Thomas Quimby; Tree Line Capital Partners, LLC; Jonathon Schroeder
Latest Form D
May 27, 2020

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 Enhanced SBIC II, LP

What is the minimum investment for Enhanced SBIC II, LP?

Enhanced SBIC II, LP's latest Form D, filed May 27, 2020, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Enhanced SBIC II, LP?

Enhanced SBIC II, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Enhanced SBIC II, LP raised?

Enhanced SBIC II, LP reports $31,935,000 sold from 18 investors on its Form D filed May 27, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Enhanced SBIC II, LP based?

Enhanced SBIC II, LP is based in San Francisco, California.

When did Enhanced SBIC II, LP launch?

Enhanced SBIC II, LP reports its first sale in May 2020.

Size compared with every private investment fund

Raised more than 72% of the 1,717 private investment funds based in California, and more than 57% of all 10,287 that report sales.

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