CH-IP Direct Investment 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
$126M
Investors
122
Min Invest
None stated
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What this filing shows
·Every sentence is a value as filed on SEC Form D
CH-IP Direct Investment Fund II, L.P. is a Delaware limited partnership that first filed a Form D on June 4, 2021 and most recently amended it on June 6, 2022, 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. CH-IP Direct Investment Fund II, L.P. reported $125,880,000 sold from 122 investors in an offering of indefinite size as of the Form D filed June 6, 2022. 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 no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 3953 Maple Avenue, Suite 250, Dallas, TX 75219.
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 June 6, 2022
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 CH IP Direct Investment Fund family: 2 vehicles across 2 generations · adviser of record Cresset Asset Management, 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 288566 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a private equity 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.
Item 3 changed on the Form D filed 2022-06-06: 1 related person added and 1 removed against the filing of 2021-06-04; 7 now listed. The names are in the Terminal feed.
Oak Lawn Direct Investment Fund GP, L.L.C.
Executive Officer · Dallas, TX
General Partner of the Issuer
Diane Tobin
Executive Officer · Dallas, TX
Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer
Ben L. Bates
Executive Officer · Dallas, TX
Vice President of the General Partner of the Issuer
Kirk L. Rimer
Executive Officer · Dallas, TX
Vice President of the General Partner of the Issuer, Co-Chief Executive Officer and Co-President of the Manager of the General Partner of the Issuer
Michael R. Silverman
Executive Officer · Dallas, TX
President and Assistant Secretary of the General Partner of the Issuer, Co-Chief Executive Officer and Co-President of the Manager of the General Partner of the Issuer
R. CH Investment Partners, L.L.C.
Executive Officer · Dallas, TX
Investment Manager of the Issuer
R. 135 Advisors, Inc.
Executive Officer · Dallas, TX
Manager of the General Partner of the Issuer
Questions About CH-IP Direct Investment 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 CH-IP Direct Investment Fund II, L.P.?
CH-IP Direct Investment Fund II, L.P. is a Delaware limited partnership that filed a Form D with the SEC on June 6, 2022 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 CH-IP Direct Investment Fund II, L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. CH-IP Direct Investment Fund II, L.P. filed a Form D with the SEC on June 6, 2022 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 $125,880,000 sold to 122 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 CH-IP Direct Investment 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 CH-IP Direct Investment 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 CH-IP Direct Investment Fund II, L.P. raised?
CH-IP Direct Investment Fund II, L.P. reported $125,880,000 sold from 122 investors in an offering of indefinite size as of the Form D filed June 6, 2022.
Who can invest in CH-IP Direct Investment 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 CH-IP Direct Investment 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 CH-IP Direct Investment Fund II, L.P. 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.
Who is behind CH-IP Direct Investment Fund II, L.P.?
The Form D lists 7 related persons: Oak Lawn Direct Investment Fund GP, L.L.C., executive officer (General Partner of the Issuer); Diane Tobin, executive officer (Chief Operating Officer and Secretary of the General Partner of the Issuer, Vice President and Secretary of the Manager of the General Partner of the Issuer); Ben L. Bates, executive officer (Vice President of the General Partner of the Issuer); Kirk L. Rimer, executive officer (Vice President of the General Partner of the Issuer, Co-Chief Executive Officer and Co-President of the Manager of the General Partner of the Issuer); Michael R. Silverman, executive officer (President and Assistant Secretary of the General Partner of the Issuer, Co-Chief Executive Officer and Co-President of the Manager of the General Partner of the Issuer); R. CH Investment Partners, L.L.C., executive officer (Investment Manager of the Issuer); R. 135 Advisors, Inc., executive officer (Manager of the General Partner of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is CH-IP Direct Investment Fund II, L.P. located?
The issuer's address on its SEC filings is 3953 Maple Avenue, Suite 250, Dallas, TX 75219. Its phone number of record is (214) 661-8333. It is organized under the laws of Delaware.
How long is the CH-IP Direct Investment Fund 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 CH-IP Direct Investment 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.