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Data / Form D filings / Pinnacle Trilogy BTR OZ Fund II, LP

Pinnacle Trilogy BTR OZ Fund II, LP: Form D filings

Pinnacle Trilogy BTR OZ Fund II, LP, a real estate company in Seattle, WA, filed 2 Form D notices with the SEC between 2024 and 2026. The latest, on March 24, 2026, reports $8.1 million sold of a $75 million offering to 16 investors.

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Company details from the filing

Address
1421 34TH AVENUE, SUITE 215, Seattle, WA, 98122
Phone
(425) 736-7084
Industry
Other Real Estate
Entity type
Limited Partnership
Incorporated in
Delaware
Year incorporated
2024
Revenue range
Decline to Disclose
Exemptions claimed
Rule 506(c)
SEC identifier (CIK)
2049488

Form D filings

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Mar 24, 2026Amendment$75,000,000$8,108,459$66,891,54116Dec 4, 2024sec.gov
Dec 31, 2024New notice$75,000,000$2,200,000$72,800,0003Dec 20, 2024sec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
Leo BackerExecutive Officer, Director, PromoterMr. Backer is a Co-Manager of Pinnacle Partner Management L.L.C. ("Pinnacle"), a Co-Managing Member of Pinnacle Trilogy GP, LLC, the general partner of the Issuer (the"GP").
Jeff FeinsteinExecutive Officer, Director, PromoterMr. Feinstein is a Co-Manager of Pinnacle, a Co-Managing Member of the GP.
Jason JosephExecutive Officer, DirectorMr. Joseph is the Chief Executive Officer and Managing Partner of Trilogy Investment Company, LLC ("Trilogy"), the Sole Member of TIC OZ JV Member, LLC ("TIC OZ"), a Co-Managing Member of the GP.
Michael NolanExecutive Officer, DirectorMr. Nolan is the Chief Financial Officer of Trilogy, the Sole Member of TIC OZ, a Co-Managing Member of the GP.
Pinnacle Trilogy GP, LLCExecutive Officer, Director, PromoterGeneral Partner of the Issuer.
Pinnacle Partner Management L.L.C.Executive Officer, Director, PromoterA Co-Managing Member of the GP.
TIC OZ JV Member, LLCExecutive Officer, DirectorA Co-Managing Member of the GP.
Trilogy Investment Company, LLCExecutive Officer, DirectorSole Member of TIC OZ.

Other real estate companies in Washington that filed recently

Every Form D from the week of Mar 23, 2026 · All recent filings in Washington · All recent Other Real Estate filings

Read from SEC EDGAR. Amount sold is what Pinnacle Trilogy BTR OZ Fund II, LP 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.