AltMountain

Surf II LP

New York, NY · CIK 2031409
Emerging

Surf II LP is a private investment fund based in New York, New York. According to its most recent Form D, filed Feb 13, 2025, it has sold $15,512,000 of interests to 66 investors since its first sale in Jan 2025. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Brett Messing.

Total raised
$15,512,000Cumulative sales reported on Form D
Investors
66
First sale
Jan 31, 2025
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
Brett Messing
Latest Form D
Feb 13, 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 Surf II LP

What is the minimum investment for Surf II LP?

Surf II LP's latest Form D, filed Feb 13, 2025, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Surf II LP?

Surf 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 Surf II LP raised?

Surf II LP reports $15,512,000 sold from 66 investors on its Form D filed Feb 13, 2025. This is cumulative sales since the offering began, not current assets or performance.

Where is Surf II LP based?

Surf II LP is based in New York, New York.

When did Surf II LP launch?

Surf II LP reports its first sale in Jan 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).

Size compared with every private investment fund

Raised more than 52% of the 2,822 private investment funds based in New York, and more than 47% of all 10,255 that report sales.

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