BT Opportunity Fund II is a Other Private Fund in Alabama with $58.65 mm assets under management, with a minimum investment of $250.00 k. It has 77 beneficial owners. Data from SEC filing.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
BT Opportunity Fund II, L.P.
SEC CIK
IRS number
823761072
AUM ?
$58.65 mm
Address
BT Opportunity Fund II
BT WEALTH MANAGEMENT, LLC, RIVERWOOD 200
3300 RIVERWOOD PARKWAY, SUITE 1075
ATLANTA
GA 30339
BT WEALTH MANAGEMENT, LLC, RIVERWOOD 200
3300 RIVERWOOD PARKWAY, SUITE 1075
ATLANTA
GA 30339
Phone
770-635-5000
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Waverly Advisors, LLC | $5.78 bn | |
| BT Opportunity Fund II, LP | $58.65 mm | Other Private Fund |
| BT Opportunity Fund, LP | $95.70 mm | Other Private Fund |
| BT Select Fund I LP | $10.79 mm | Other Private Fund |
| Haines Opportunity Portfolio II, LLC Class a | $13.07 k | Hedge Fund |
| Hfa, LTD | $527.35 k | Real Estate Fund |
| HS Select I, LLC | $16.40 mm | Other Private Fund |
| Wa Growth Fund I, LP | $4.05 mm | Other Private Fund |
| Wa Income Fund, LP | $7.61 mm | Other Private Fund |
Latest filings (excl ownership)
D/A
Indefinite amount in investment fund, sold $43.79 mm, 78 investors
4 Oct 24
D/A
Indefinite amount in investment fund, sold $61.9M, 80 investors
18 Mar 22
D/A
Indefinite amount in investment fund, sold $63M, 79 investors
18 Mar 21
D/A
Indefinite amount in investment fund, sold $56M, 72 investors
18 Mar 20
D/A
Indefinite amount in investment fund, sold $38.8M, 47 investors
17 Jan 19
D
Indefinite amount in investment fund
9 Jan 18
D/A
Indefinite amount in investment fund, sold $16.1M, 7 investors
9 Jan 18
Latest ownership filings
No filings