Form D · Private Equity Fund

New Summit Impact Fund II-B, L.P.

Manchester, MA · CIK 0001748222

Offering snapshot reported Oct 9, 2020 · SEC filing

Reported sold
$26.5M
Indefinite offering
Investors reported
64
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 15, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.2M$26.5MOct 30, 2018: $12,500,000.00Oct 30, 2018Oct 21, 2019: $4,216,500.00Oct 21, 2019Oct 9, 2020: $26,465,000.00Oct 9, 2020

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$4,216,500 → $26,465,000
  • Reported investors57 → 64

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 9, 2020Amendment$26,465,000$22,248,500vs Oct 21, 201964SEC filing
Oct 21, 2019Amendment$4,216,500-$8,283,500vs Oct 30, 201857SEC filing
Oct 30, 2018Initial$12,500,000No comparison29SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-324587

Source: Form D, filed Oct 9, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

NEW SUMMIT IMPACT FUND II- B, L.P.

Investment adviser: ARJUNA CAPITAL, LLC

Gross asset value
$28.1M
Beneficial owners
63
ADV minimum commitment
$250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WOLF & COMPANY, PC BOSTON, Massachusetts, United States
Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WOLF & COMPANY, PC
PCAOB 392

Filing source

Form ADV 2081444 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3549325946

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Frank Farnum Brown Director
Natasha Lamb Director
John Mannix Director
William Marvel Director
New Summit Investments Llc New Summit Investments Llc Promoter
Adam Seitchik Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1 Elm Street
Manchester, MA, 01944