Data / Form D filings / Allium II, L.P.
Allium II, L.P.: Form D filing
Allium II, L.P., a financial services company in San Francisco, CA, filed a Form D with the SEC in 2023. The latest, on March 31, 2023, reports an offering of no set size with nothing sold yet.
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Company details from the filing
- Address
- C/O VISTA EQUITY PARTNERS, 4 EMBARCADERO CENTER, 20TH FLOOR, San Francisco, CA, 94111
- Phone
- (415) 765-6500
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Partnership
- Incorporated in
- Delaware
- Year incorporated
- 2023
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1969359
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Mar 31, 2023 | New notice | Indefinite | $0 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Robert F. Smith | Executive Officer | |
| N/A F. VEP Group, LLC | Executive Officer | |
| David F. Breach | Executive Officer | |
| Gwen F. Reinke | Executive Officer | |
| Lauren F. Dillard | Executive Officer |
Other financial services companies in California that filed recently
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- Remnant Financial Foundation, Inc. $2 million · Oct 7, 2026
- PFD Management Fund 1002, LLC $4.7 million · Oct 7, 2026
Every Form D from the week of Mar 27, 2023 · All recent filings in California · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Allium II, L.P. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.