Data / Form D filings / Caliber Tax Advantaged Opportunity Zone Fund II, LLC
Caliber Tax Advantaged Opportunity Zone Fund II, LLC: Form D filings
Caliber Tax Advantaged Opportunity Zone Fund II, LLC, a real estate company in Scottsdale, AZ, filed 5 Form D notices with the SEC between 2022 and 2026. The latest, on August 6, 2026, reports $39.7 million sold of a $250 million offering to 111 investors.
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Company details from the filing
- Address
- 8901 EAST MOUNTAIN VIEW ROAD SUITE 150, Scottsdale, AZ, 85258
- Phone
- (480) 295-7600
- Industry
- Other Real Estate
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2022
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1940639
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026 | Amendment | $250,000,000 | $39,739,205 | $210,260,795 | 111 | Jul 11, 2022 | sec.gov |
| Aug 6, 2025 | Amendment | $250,000,000 | $38,433,880 | $211,566,120 | 104 | Jul 11, 2022 | sec.gov |
| Aug 1, 2024 | Amendment | $250,000,000 | $32,093,095 | $217,906,905 | 90 | Jul 11, 2022 | sec.gov |
| Aug 1, 2023 | Amendment | $250,000,000 | $20,172,551 | $229,827,449 | 62 | Jul 11, 2022 | sec.gov |
| Aug 8, 2022 | New notice | $250,000,000 | $1,375,000 | $248,625,000 | 4 | Jul 11, 2022 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| John Christopher Loeffler II | Executive Officer, Director | Manager of Manager of Managing Member of Issuer |
| Jennifer Schrader | Executive Officer | |
| Greg James | Executive Officer | |
| Roy Bade | Executive Officer |
Other real estate companies in Arizona that filed recently
- Ark Covenant Properties, LLC $2.5 million · Nov 2, 2026
- Shaandiin Investors LLC offering · Oct 29, 2026
- FSO Southeast Housing I Investor LLC $4.6 million · Oct 23, 2026
- MSP Fund I LP offering · Oct 16, 2026
- Ribera AI, Inc. $2.2 million · Oct 2, 2026
- Tonto Oaks FundCo, LLC $4.7 million · Sep 21, 2026
Every Form D from the week of Aug 3, 2026 · All recent filings in Arizona · All recent Other Real Estate filings
Read from SEC EDGAR. Amount sold is what Caliber Tax Advantaged Opportunity Zone Fund II, LLC 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.