Asana Partners Fund II, LP
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
$237M
Investors
6
Min Invest
$10,000,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Asana Partners Fund II, LP is a Delaware limited partnership organized in 2018 that filed a Form D with the SEC on September 18, 2018, 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. Asana Partners Fund II, LP reported $237,373,737 sold from 6 investors of a $800,000,000 total offering as of the Form D filed September 18, 2018. 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 minimum investment accepted from an outside investor is $10,000,000. The Form D names Hodes Weill Securities, LLC (CRD 131848), associated with None as the recipient of sales compensation soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV. Sales commissions are reported as $0 and finders' fees as $687,500. Form D allows these to be estimates. The issuer's address of record is 1616 Camden Road, Suite 210, Charlotte, NC 28203.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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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
lapsed
Fund family Part of the Asana Partners Fund family: 5 vehicles across 4 generations · adviser of record Asana Partners, LP · 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
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Adviser of Record (Form ADV)
CRD 284477 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a real estate fund
Auditor named on Form ADV: Deloitte & Touche 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.
Terry S. Brown
Executive Officer · Charlotte, NC
Managing Partner of Asana Partners, LP, managing member of Issuer's general partner
Jason K. Tompkins
Executive Officer · Charlotte, NC
Managing Partner of Asana Partners, LP, managing member of Issuer's general partner
Samuel E. Judd
Executive Officer · Charlotte, NC
Managing Partner of Asana Partners, LP, managing member of Issuer's general partner
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.
Hodes Weill Securities, LLCCRD 131848 on BrokerCheck
Associated broker-dealer: None · New York, NY · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
Questions About Asana Partners Fund II, LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Asana Partners Fund II, LP?
Asana Partners Fund II, LP is a Delaware limited partnership organized in 2018 that filed a Form D with the SEC on September 18, 2018 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 Asana Partners Fund II, LP legit?
AltStreet does not rate legitimacy; it reports the public record. Asana Partners Fund II, LP filed a Form D with the SEC on September 18, 2018 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 $237,373,737 sold to 6 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 Asana Partners Fund II, LP 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 Asana Partners Fund II, LP 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 Asana Partners Fund II, LP raised?
Asana Partners Fund II, LP reported $237,373,737 sold from 6 investors of a $800,000,000 total offering as of the Form D filed September 18, 2018.
Who can invest in Asana Partners Fund II, LP?
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 minimum investment accepted from an outside investor is $10,000,000.
What is the minimum investment in Asana Partners Fund II, LP?
The Form D lists $10,000,000 as the minimum investment accepted from any outside investor as of September 18, 2018. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Asana Partners Fund II, LP and how are they paid?
The Form D names Hodes Weill Securities, LLC (CRD 131848), associated with None as the recipient of sales compensation soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV. Sales commissions are reported as $0 and finders' fees as $687,500. Form D allows these to be estimates.
Who is behind Asana Partners Fund II, LP?
The Form D lists 3 related persons: Terry S. Brown, executive officer (Managing Partner of Asana Partners, LP, managing member of Issuer's general partner); Jason K. Tompkins, executive officer (Managing Partner of Asana Partners, LP, managing member of Issuer's general partner); Samuel E. Judd, executive officer (Managing Partner of Asana Partners, LP, managing member of Issuer's general partner). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Asana Partners Fund II, LP located?
The issuer's address on its SEC filings is 1616 Camden Road, Suite 210, Charlotte, NC 28203. Its phone number of record is (704) 423-1660. It is organized under the laws of Delaware.
How long is the Asana Partners Fund II, LP 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, and no amendment is on record yet.
How large is Asana Partners Fund II, LP?
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.