SEC filing record
Primary Source · SEC.gov

Waypoint Strategic Sunbelt Apartment Fund II, LP

2022 vintage3C.5, 3C.6, Section 3(c)(7), Rule 506(b)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

$75M

Investors

138

Min Invest

$3,000,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

Waypoint Strategic Sunbelt Apartment Fund II, LP is a Delaware limited partnership that first filed a Form D on April 4, 2022 and most recently amended it on April 25, 2023 in the Residential industry group. The offering claims 3C.5, 3C.6, Section 3(c)(7), Rule 506(b) and covers equity and pooled investment fund interests. Waypoint Strategic Sunbelt Apartment Fund II, LP reported $74,630,263 sold from 138 investors of a $300,000,000 total offering as of the Form D filed April 25, 2023. 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 minimum investment accepted from an outside investor is $3,000,000. The Form D names Third Seven Capital, LLC (CRD 160209), associated with None as the recipient of sales compensation soliciting in all states. The issuer's address of record is 150 East Palmetto Park Road, Suite 700, Boca Raton, FL 33432.

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 25, 2023

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 Number0001906567
Entity NameWaypoint Strategic Sunbelt Apartment Fund II, LP
Exemption3C.5, 3C.6, Section 3(c)(7), Rule 506(b)
What the exemption meansSection 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. Rule 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.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address150 East Palmetto Park Road, Suite 700, Boca Raton, FL 33432
Phone(561) 961-7969
Industry / Fund TypeResidential
Investment Company ActExcluded under Section 3(c)(7) (qualified purchasers only)
Securities TypeEquity, Pooled investment fund interests
First Sale DateMarch 18, 2022
Filing DateApril 25, 2023
Accession Number0001567619-23-005785
Total Offering Amount$300,000,000
Total Amount Sold$74,630,263
Amount Remaining$225,369,737
Total Investors138
Non-Accredited InvestorsNone
Minimum Investment$3,000,000
Offering DurationIntended to last more than one year
Revenue RangeDecline to Disclose
State (Issuer Address)FL
Amendment Count2 filings on record

Filings on Record

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In the Terminal

Filing events

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Statements extracted

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none on file

NAV prints

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none on file

Offering chains

1

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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 2023-04-25: 0 related persons added and 3 removed against the filing of 2022-04-04; 3 now listed. The names are in the Terminal feed.

Scott Lawlor

Executive Officer · Boca Raton, FL

"Chief Executive Officer of WPR Fund II GP, LLC, the ""General Partner"" of Issuer"

Jonathan Brundige

Executive Officer · Boca Raton, FL

Chief Operating Officer of General Partner of Issuer

Jill Jones

Executive Officer, Director · Boca Raton, FL

Senior Managing Director and Treasurer of General Partner of 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.

Third Seven Capital, LLCCRD 160209 on BrokerCheck

Associated broker-dealer: None · New York, NY · Soliciting in all states

Questions About Waypoint Strategic Sunbelt Apartment 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 Waypoint Strategic Sunbelt Apartment Fund II, LP?

Waypoint Strategic Sunbelt Apartment Fund II, LP is a Delaware limited partnership that filed a Form D with the SEC on April 25, 2023 in the Residential industry group. The filing claims 3C.5, 3C.6, Section 3(c)(7), Rule 506(b) for an offering of equity and pooled investment fund interests.

Is Waypoint Strategic Sunbelt Apartment Fund II, LP legit?

AltStreet does not rate legitimacy; it reports the public record. Waypoint Strategic Sunbelt Apartment Fund II, LP filed a Form D with the SEC on April 25, 2023 claiming 3C.5, 3C.6, Section 3(c)(7), Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $74,630,263 sold to 138 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 Waypoint Strategic Sunbelt Apartment 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 Waypoint Strategic Sunbelt Apartment Fund II, LP claimed 3C.5, 3C.6, Section 3(c)(7), Rule 506(b) 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 Waypoint Strategic Sunbelt Apartment Fund II, LP raised?

Waypoint Strategic Sunbelt Apartment Fund II, LP reported $74,630,263 sold from 138 investors of a $300,000,000 total offering as of the Form D filed April 25, 2023.

Who can invest in Waypoint Strategic Sunbelt Apartment 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. 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 minimum investment accepted from an outside investor is $3,000,000.

What is the minimum investment in Waypoint Strategic Sunbelt Apartment Fund II, LP?

The Form D lists $3,000,000 as the minimum investment accepted from any outside investor as of April 25, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling Waypoint Strategic Sunbelt Apartment Fund II, LP and how are they paid?

The Form D names Third Seven Capital, LLC (CRD 160209), associated with None as the recipient of sales compensation soliciting in all states.

Who is behind Waypoint Strategic Sunbelt Apartment Fund II, LP?

The Form D lists 3 related persons: Scott Lawlor, executive officer ("Chief Executive Officer of WPR Fund II GP, LLC, the ""General Partner"" of Issuer"); Jonathan Brundige, executive officer (Chief Operating Officer of General Partner of Issuer); Jill Jones, executive officer, director (Senior Managing Director and Treasurer of General Partner of Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Waypoint Strategic Sunbelt Apartment Fund II, LP located?

The issuer's address on its SEC filings is 150 East Palmetto Park Road, Suite 700, Boca Raton, FL 33432. Its phone number of record is 561-961-7969. It is organized under the laws of Delaware.

How long is the Waypoint Strategic Sunbelt Apartment Fund II, LP 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.

What is Waypoint Strategic Sunbelt Apartment Fund II, LP's revenue?

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.