Capital Flow Monitor · Sponsors · CIK 1940639
Caliber Tax Advantaged Opportunity Zone Fund II, LLC
8901 EAST MOUNTAIN VIEW ROAD, SCOTTSDALE, AZ, 85258 · 480-295-7600
Other Real Estate · Limited Liability Company· inc. DELAWARE true 2022
Fit score
34
- filed<=4mo+12
- placement_agent+12
- investors 61-150+6
- people+4
Offering
$250.0M
Sold
$39.7M
% sold
15.9%
Investors
111
Min investment
$36K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-08-06 | D/A ·current | 506(c) | $250.0M | $39.7M | 15.9% | 111 | EDGAR ↗ |
| 2025-08-06 | D/A | 506(c) | $250.0M | $38.4M | 15.4% | 104 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
John Christopher Loeffler II — Executive Officer / Director, Scottsdale, AZ
2 other raises
- Tonto Oaks FundCo, LLC $4.7M of $6.0M · 77.5%
- Pickleball at Riverwalk Fund, LLC $2.2M of $22.0M · 9.9%
-
Jennifer Schrader — Executive Officer, Scottsdale, AZ
9 other raises
- Pickleball at Riverwalk Fund, LLC $2.2M of $22.0M · 9.9%
- Pickleball at Riverwalk Opportunity Zone Fund, LLC $3.3M of $22.0M · 15.2%
- Caliber HS Georgetown FundCo, LLC $25K of $8.0M · 0.3%
- Canyon QOF FundCo, LLC $5.9M of —
- Caliber Core Plus Growth & Income Fund LLC $2.9M of —
- CALIBER HS TSMC FUNDCO, LLC $100K of $25.0M · 0.4%
- Caliber Opportunistic Growth Fund LLC $520K of $250.0M · 0.2%
- Pickleball at Riverwalk FundCo, LLC $1.1M of $22.0M · 5.1%
- CaliberCos Inc. $1.9M of $22.0M · 8.6%
-
Greg James — Executive Officer, Scottsdale, AZ
3 other raises
- Tonto Oaks FundCo, LLC $4.7M of $6.0M · 77.5%
- CALIBER HS TSMC FUNDCO, LLC $100K of $25.0M · 0.4%
- Caliber HS Steamboat FundCo, LLC $100K of $10.3M · 1.0%
-
Roy Bade — Executive Officer, Scottsdale, AZ
13 other raises
- Tonto Oaks FundCo, LLC $4.7M of $6.0M · 77.5%
- Pickleball at Riverwalk Fund, LLC $2.2M of $22.0M · 9.9%
- Pickleball at Riverwalk Opportunity Zone Fund, LLC $3.3M of $22.0M · 15.2%
- Caliber HS Georgetown FundCo, LLC $25K of $8.0M · 0.3%
- Canyon QOF FundCo, LLC $5.9M of —
- Caliber Core Plus Growth & Income Fund LLC $2.9M of —
- CALIBER HS TSMC FUNDCO, LLC $100K of $25.0M · 0.4%
- Caliber Hospitality Trust, Inc. $22.3M of $100.0M · 22.3%
- Caliber HS Steamboat FundCo, LLC $100K of $10.3M · 1.0%
- Caliber Opportunistic Growth Fund LLC $520K of $250.0M · 0.2%
- Pickleball at Riverwalk FundCo, LLC $1.1M of $22.0M · 5.1%
- Lorca FundCo, LLC $1.8M of $12.0M · 14.8%
- Canyon FundCo, LLC $1.8M of $26.0M · 6.9%
Placement agents
- Tobin & Company Securities Llc · 19 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.