Waverly Opportunity Fund II, LP — Form D

Waverly Opportunity Fund II, LP of BIRMINGHAM, AL, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2018-01-09. Industry: Pooled Investment Fund.

Offering

Filed: 2018-01-09
Form: D
Accession: 0001727338-18-000001
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.1
Minimum investment: $250K
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	D/A	—	$43.8M
2022-03-18	D/A	—	$61.9M
2021-03-18	D/A	—	$63.0M
2020-03-18	D/A	—	$56.0M
2019-01-17	D/A	—	$38.8M
2018-01-09	D/A	—	$16.1M

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