# PB Balanced Fund II, L.P. — Form D/A

PB Balanced Fund II, L.P. of VILLANOVA, PA, a pooled investment fund, filed a Form D amendment with the SEC on 2018-06-11. The offering totals $100.0M, of which $22.6M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2018-06-11
- Form: D/A
- Accession: 0001699216-18-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Total offering: $100.0M
- Amount sold: $22.6M
- Remaining: $77.4M
- Minimum investment: $35K
- Investors: 60
- Date of first sale: 2017-02-22
- Security types: equity, fund interests
- SEC file number: 021-281915

## Issuer

- Name: PB Balanced Fund II, L.P.
- CIK: 0001699216
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2016
- Address: 758 MOUNT MORO ROAD, VILLANOVA, PA, 19085
- Phone: (610)983-8112

## Officers, directors & promoters (5)

| Name | Role | Location |
| --- | --- | --- |
| Gary S Brandeis | Director | Villanova, PA |
| Anthony A Pascotti | Director | Villanova, PA |
| Gregg J Wallace | Director | Villanova, PA |
| Investors II, LLC J PB | Executive Officer | Villanova, PA |
| Capital Management, LLC J Real Estate | Executive Officer | Villanova, PA |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2017-03-07](https://search.stillhousedata.com/formd/0001699216-17-000001) | D | $100.0M | $22.6M |

## More

- [CIK 1699216 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1699216&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001699216-18-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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