# Waverly Opportunity Fund II, LP — Form D/A

Waverly Opportunity Fund II, LP of BIRMINGHAM, AL, a pooled investment fund, filed a Form D amendment with the SEC on 2022-03-18. $61.9M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2022-03-18
- Form: D/A
- Accession: 0001398344-22-006034
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $61.9M
- Minimum investment: $250K
- Investors: 80
- Date of first sale: 2018-01-01
- Security types: fund interests
- SEC file number: 021-302717

## Issuer

- Name: Waverly Opportunity Fund II, LP
- CIK: 0001727338
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2017
- Address: 600 UNIVERSITY PARK PL, BIRMINGHAM, AL, 35205
- Phone: 205.871.3334

## Officers, directors & promoters (3)

| Name | Role | Location |
| --- | --- | --- |
| Scott E Craig | Executive Officer | Atlanta, GA |
| n/a BT Wealth Management, LLC | Executive Officer | Atlanta, GA |
| n/a BT Funds Group, LLC | Executive Officer | Atlanta, GA |

## Other filings by this issuer (6)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-10-04](https://search.stillhousedata.com/formd/0001398344-24-018590) | D/A | — | $43.8M |
| [2021-03-18](https://search.stillhousedata.com/formd/0001398344-21-006743) | D/A | — | $63.0M |
| [2020-03-18](https://search.stillhousedata.com/formd/0001398344-20-006205) | D/A | — | $56.0M |
| [2019-01-17](https://search.stillhousedata.com/formd/0001474506-19-000014) | D/A | — | $38.8M |
| [2018-01-09](https://search.stillhousedata.com/formd/0001727338-18-000001) | D | — | — |
| [2018-01-09](https://search.stillhousedata.com/formd/0001727338-18-000002) | D/A | — | $16.1M |

## More

- [CIK 1727338 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1727338&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001398344-22-006034.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.