AltMountain

Rodman Portfolio II, LP

Wynnewood, PA · CIK 1897213 · Sponsor: Rodman Portfolio GP, LLC
Status: no Form D since Dec 2021. 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.

Rodman Portfolio II, LP is a private investment fund based in Wynnewood, Pennsylvania. According to its most recent Form D, filed Dec 3, 2021, it has sold $17,865,000 of interests to 90 investors since its first sale in Nov 2021. The filing does not set a minimum investment. 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 Rodman Portfolio II GP, LLC; Paul Mizak; Heidi Schannauer.

Total raised
$17,865,000Cumulative sales reported on Form D
Investors
90
First sale
Nov 19, 2021
Minimum investment
None set
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
Rodman Portfolio II GP, LLC; Paul Mizak; Heidi Schannauer
Latest Form D
Dec 3, 2021

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 Rodman Portfolio II, LP

What is the minimum investment for Rodman Portfolio II, LP?

Rodman Portfolio II, LP's latest Form D, filed Dec 3, 2021, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Rodman Portfolio II, LP?

Rodman Portfolio II, LP 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 Rodman Portfolio II, LP raised?

Rodman Portfolio II, LP reports $17,865,000 sold from 90 investors on its Form D filed Dec 3, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Rodman Portfolio II, LP based?

Rodman Portfolio II, LP is based in Wynnewood, Pennsylvania.

When did Rodman Portfolio II, LP launch?

Rodman Portfolio II, LP reports its first sale in Nov 2021.

Size compared with every private investment fund

Raised more than 65% of the 291 private investment funds based in Pennsylvania, and more than 49% of all 10,333 that report sales.

Other programs from Rodman Portfolio GP, LLC

All 3 funds from this sponsor

Other funds with the same team

More private investment funds in Wynnewood

Similar-size private investment funds in Pennsylvania

All private investment funds in Pennsylvania