Form D · Business Services

Plank Road Financial Partners II, LLC

Charlotte, NC · CIK 0002105791

Offering snapshot reported Jan 16, 2026 · SEC filing

Reported sold
$3.8M
Offering amount: $3.8M
Investors reported
26
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Dec 18, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 16, 2026Initial$3,800,000No comparison26SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-570233

Source: Form D, filed Jan 16, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

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
George Aubrey Morgan, Iii Executive

Issuer details

Industry: Business Services (See others in industry)

Address:
4521 Sharon Road, Suite 275
Charlotte, NC, 28211
Phone: 7049094500