Equity Estates Fund II, LLC
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$14M
Investors
71
Min Invest
$195,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Equity Estates Fund II, LLC is a Georgia limited liability company organized in 2013 that first filed a Form D on April 7, 2014 and most recently amended it on April 7, 2016, describing itself as a other investment fund. The offering claims Rule 506(c) and covers equity. Equity Estates Fund II, LLC reported $13,870,000 sold from 71 investors of a $18,340,000 total offering as of the Form D filed April 7, 2016. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $195,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is Five Concourse Parkway, Suite 3100, Atlanta, GA 30328.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing April 7, 2016
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
dark
Fund family Part of the Equity Estates Fund family: 7 vehicles across 7 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Philip Mekelburg
Executive Officer, Promoter · Atlanta, GA
Chief Executive Officer and President of the Managing Member of the Issuer;
Equity Estates Fund II Manager, LLC
Executive Officer · Atlanta, GA
Managing Member of the Issuer.
PM Holdings, LLC
Executive Officer · Atlanta, GA
Managing Member of the Managing Member of the Issuer.
Statham Chris
Executive Officer · Atlanta, GA
Chief Financial Officer and Executive Vice President of the Managing Member of the Issuer.
Questions About Equity Estates Fund II, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Equity Estates Fund II, LLC?
Equity Estates Fund II, LLC is a Georgia limited liability company organized in 2013 that filed a Form D with the SEC on April 7, 2016 as a other investment fund. The filing claims Rule 506(c) for an offering of equity.
Is Equity Estates Fund II, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Equity Estates Fund II, LLC filed a Form D with the SEC on April 7, 2016 claiming Rule 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $13,870,000 sold to 71 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Equity Estates Fund II, LLC registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Equity Estates Fund II, LLC claimed Rule 506(c) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Equity Estates Fund II, LLC raised?
Equity Estates Fund II, LLC reported $13,870,000 sold from 71 investors of a $18,340,000 total offering as of the Form D filed April 7, 2016.
Who can invest in Equity Estates Fund II, LLC?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $195,000.
What is the minimum investment in Equity Estates Fund II, LLC?
The Form D lists $195,000 as the minimum investment accepted from any outside investor as of April 7, 2016. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Equity Estates Fund II, LLC and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Equity Estates Fund II, LLC?
The Form D lists 4 related persons: Philip Mekelburg, executive officer, promoter (Chief Executive Officer and President of the Managing Member of the Issuer;); Equity Estates Fund II Manager, LLC, executive officer (Managing Member of the Issuer); PM Holdings, LLC, executive officer (Managing Member of the Managing Member of the Issuer); Statham Chris, executive officer (Chief Financial Officer and Executive Vice President of the Managing Member of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Equity Estates Fund II, LLC located?
The issuer's address on its SEC filings is Five Concourse Parkway, Suite 3100, Atlanta, GA 30328. Its phone number of record is 404-531-8982. It is organized under the laws of Georgia.
How long is the Equity Estates Fund II, LLC offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 2 amendments are on record for this CIK.
How large is Equity Estates Fund II, LLC?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.