Lee Equity Partners Fund II, L.P
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
$315M
Investors
31
Min Invest
None stated
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Lee Equity Partners Fund II, L.P is a Delaware limited partnership organized in 2015 that first filed a Form D on March 14, 2016 and most recently amended it on July 11, 2017, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) and covers equity and pooled investment fund interests. Lee Equity Partners Fund II, L.P reported $315,105,315 sold from 31 investors in an offering of indefinite size as of the Form D filed July 11, 2017. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names Park Hill Group LLC (CRD 135898) as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $3,000,000 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is 650 Madison Avenue, 21st Floor, New York, NY 10022.
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.
Offering stalled · Form D · last filing July 11, 2017
Latest annual amendment reported no change in amount sold or investors
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
stalled
Fund family Part of the Lee Equity Partners Fund family: 3 vehicles across 3 generations · adviser of record Lee Equity Partners, LLC · 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…
Adviser of Record (Form ADV)
CRD 157422 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a private equity fund
Auditor named on Form ADV: Kpmg LLP · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2017-07-11: 0 related persons added and 1 removed against the filing of 2016-03-14; 5 now listed. The names are in the Terminal feed.
Mark K. Gormley
Executive Officer · New York, NY
Officer of Lee Equity Partners II GP, LLC, the General Partner of the Issuer
Benjamin K. Hochberg
Executive Officer · New York, NY
Officer of Lee Equity Partners II GP, LLC, the General Partners of the Issuer
Yoo Jin K. Kim
Executive Officer · New York, NY
Officer of Lee Equity Partners II GP, LLC, the General Partner of the Issuer
David J. Morrison
Executive Officer · New York, NY
Officer of Lee Equity Partners II GP, LLC, the General Partner of the Issuer
Joseph B. Rotberg
Executive Officer · New York, NY
Chief Financial Officer of Lee Equity Partners II GP, LLC, the General Partner of the Issuer
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Park Hill Group LLCCRD 135898 on BrokerCheck
New York, NY · Soliciting in all states
Questions About Lee Equity Partners Fund II, L.P
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Lee Equity Partners Fund II, L.P?
Lee Equity Partners Fund II, L.P is a Delaware limited partnership organized in 2015 that filed a Form D with the SEC on July 11, 2017 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) for an offering of equity and pooled investment fund interests.
Is Lee Equity Partners Fund II, L.P legit?
AltStreet does not rate legitimacy; it reports the public record. Lee Equity Partners Fund II, L.P filed a Form D with the SEC on July 11, 2017 claiming Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $315,105,315 sold to 31 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 Lee Equity Partners Fund II, L.P 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 Lee Equity Partners Fund II, L.P claimed Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) 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 Lee Equity Partners Fund II, L.P raised?
Lee Equity Partners Fund II, L.P reported $315,105,315 sold from 31 investors in an offering of indefinite size as of the Form D filed July 11, 2017.
Who can invest in Lee Equity Partners Fund II, L.P?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Lee Equity Partners Fund II, L.P?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Lee Equity Partners Fund II, L.P and how are they paid?
The Form D names Park Hill Group LLC (CRD 135898) as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $3,000,000 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Lee Equity Partners Fund II, L.P?
The Form D lists 5 related persons: Mark K. Gormley, executive officer (Officer of Lee Equity Partners II GP, LLC, the General Partner of the Issuer); Benjamin K. Hochberg, executive officer (Officer of Lee Equity Partners II GP, LLC, the General Partners of the Issuer); Yoo Jin K. Kim, executive officer (Officer of Lee Equity Partners II GP, LLC, the General Partner of the Issuer); David J. Morrison, executive officer (Officer of Lee Equity Partners II GP, LLC, the General Partner of the Issuer); Joseph B. Rotberg, executive officer (Chief Financial Officer of Lee Equity Partners II GP, LLC, the General Partner of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Lee Equity Partners Fund II, L.P located?
The issuer's address on its SEC filings is 650 Madison Avenue, 21st Floor, New York, NY 10022. Its phone number of record is 212.888.1500. It is organized under the laws of Delaware.
How long is the Lee Equity Partners Fund II, L.P offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.
How large is Lee Equity Partners Fund II, L.P?
The issuer declined to disclose its revenue 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.