NaviMed Partners II, L.P.: Form D filings, $165.9M sold to 28 investors (2019 to 2026)

Q: What is NaviMed Partners II, L.P.?

NaviMed Partners II, L.P. is a Delaware limited partnership that filed a Form D with the SEC on October 23, 2020 as a other investment fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.

Q: Is NaviMed Partners II, L.P. legit?

AltStreet does not rate legitimacy; it reports the public record. NaviMed Partners II, L.P. filed a Form D with the SEC on October 23, 2020 claiming Rule 506(b), Section 3(c), 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 $165,861,527 sold to 28 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.

Q: Is NaviMed Partners 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 NaviMed Partners II, L.P. claimed Rule 506(b), Section 3(c), 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.

Q: How much has NaviMed Partners II, L.P. raised?

NaviMed Partners II, L.P. reported $165,861,527 sold from 28 investors in an offering of indefinite size as of the Form D filed October 23, 2020.

Q: Who can invest in NaviMed Partners 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. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

Q: What is the minimum investment in NaviMed Partners 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.

Q: Who is selling NaviMed Partners II, L.P. and how are they paid?

The Form D names MOELIS & COMPANY LLC (CRD 145115), associated with None as the recipient of sales compensation soliciting in all states.

Q: Who is behind NaviMed Partners II, L.P.?

The Form D lists 3 related persons: RYAN M. SCHWARZ, executive officer; BIJAN M. SALEHIZADEH, executive officer; BRIAN T. CANANN, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Q: Where is NaviMed Partners II, L.P. located?

The issuer's address on its SEC filings is C/O Navimed Capital Advisors, LLC, 1530 Wilson Boulevard, Suite 1040, Arlington, VA 22209. Its phone number of record is 202-817-2850. It is organized under the laws of Delaware.

Q: How long is the NaviMed Partners II, L.P. 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; 1 amendment is on record for this CIK.

AltStreetEDGAR DatabaseNaviMed Partners II, L.P.
SEC filing record
Primary Source · SEC.gov
NaviMed Partners II, L.P.Fund Vehicle2019 vintageRule 506(b), Section 3(c), Section 3(c)(7)Filing record
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
$166M
Investors
28
Min Invest
None stated
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What this filing shows·Every sentence is a value as filed on SEC Form D
NaviMed Partners II, L.P. is a Delaware limited partnership that first filed a Form D on September 27, 2019 and most recently amended it on October 23, 2020, describing itself as a other investment fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(7) and covers pooled investment fund interests. NaviMed Partners II, L.P. reported $165,861,527 sold from 28 investors in an offering of indefinite size as of the Form D filed October 23, 2020. 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. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names MOELIS & COMPANY LLC (CRD 145115), associated with None as the recipient of sales compensation soliciting in all states. The issuer's address of record is C/O Navimed Capital Advisors, LLC, 1530 Wilson Boulevard, Suite 1040, Arlington, VA 22209.
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 October 23, 2020
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.
Timeline 
Each line is a fact as filed. The history behind it, the same event across other issuers, and an alert on the next one:Open in the terminal Watch this issuer 
EDGAR Filing Data
Form D — Primary Source
View on SEC.gov 
CIK Number0001788720
Entity NameNaviMed Partners II, L.P.
ExemptionRule 506(b), Section 3(c), Section 3(c)(7)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(7) of the Investment Company Act: the fund is excluded from investment-company registration because every investor is a qualified purchaser, generally an individual with at least $5 million in investments or an institution with at least $25 million.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer AddressC/O Navimed Capital Advisors, LLC, 1530 Wilson Boulevard, Suite 1040, Arlington, VA 22209
Phone(202) 817-2850
Industry / Fund TypePooled Investment Fund · Other Investment Fund
Investment Company ActExcluded under Section 3(c)(7) (qualified purchasers only)
Securities TypePooled investment fund interests
First Sale DateSeptember 30, 2019
Filing DateOctober 23, 2020
Accession Number0001788720-20-000001
Total Offering AmountIndefinite
Total Amount Sold$165,861,527
Total Investors28
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationIntended to last more than one year
Net Asset Value RangeDecline to Disclose
State (Issuer Address)VA
Amendment Count2 filings on record
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
D/AOctober 23, 20200001788720-20-000001DSeptember 27, 20190001788720-19-000001
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
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Fund family Part of the NaviMed Partners family: 2 vehicles across 2 generations · adviser of record Navimed Capital Advisors, 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
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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)
Navimed Capital Advisors, LLCCRD 169508 · 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.
RYAN M. SCHWARZ
Executive Officer · ARLINGTON, VA
BIJAN M. SALEHIZADEH
Executive Officer · ARLINGTON, VA
BRIAN T. CANANN
Executive Officer · ARLINGTON, VA
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.
MOELIS & COMPANY LLCCRD 145115 on BrokerCheck 
Associated broker-dealer: None · NEW YORK, NY · Soliciting in all states
Questions About NaviMed Partners 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 NaviMed Partners II, L.P.?NaviMed Partners II, L.P. is a Delaware limited partnership that filed a Form D with the SEC on October 23, 2020 as a other investment fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.
Is NaviMed Partners II, L.P. legit?AltStreet does not rate legitimacy; it reports the public record. NaviMed Partners II, L.P. filed a Form D with the SEC on October 23, 2020 claiming Rule 506(b), Section 3(c), 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 $165,861,527 sold to 28 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 NaviMed Partners 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 NaviMed Partners II, L.P. claimed Rule 506(b), Section 3(c), 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 NaviMed Partners II, L.P. raised?NaviMed Partners II, L.P. reported $165,861,527 sold from 28 investors in an offering of indefinite size as of the Form D filed October 23, 2020.
Who can invest in NaviMed Partners 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. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. 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 NaviMed Partners 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 NaviMed Partners II, L.P. and how are they paid?The Form D names MOELIS & COMPANY LLC (CRD 145115), associated with None as the recipient of sales compensation soliciting in all states.
Who is behind NaviMed Partners II, L.P.?The Form D lists 3 related persons: RYAN M. SCHWARZ, executive officer; BIJAN M. SALEHIZADEH, executive officer; BRIAN T. CANANN, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is NaviMed Partners II, L.P. located?The issuer's address on its SEC filings is C/O Navimed Capital Advisors, LLC, 1530 Wilson Boulevard, Suite 1040, Arlington, VA 22209. Its phone number of record is 202-817-2850. It is organized under the laws of Delaware.
How long is the NaviMed Partners II, L.P. 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; 1 amendment is on record for this CIK.
How large is NaviMed Partners II, L.P.?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.