Medley Opportunity Fund II LP
Other Private FundFund ID 805-1291685132Delaware, United States
Gross assets
$7.3M
Min. investment
$2M
Beneficial owners
23
Size rank
Top 81%
Audited
Yes
Structure
Standalone
About this fund
Medley Opportunity Fund II LP is a other private fund managed by Upwelling Capital Group LLC. The fund reports $7.3 million in gross assets, placing it among the top 81% of private funds by size. The stated minimum investment is $2 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-1291685132 |
| Fund type | Other Private Fund — PRIVATE CREDIT FUND |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 0% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Upwelling Equity Investors I LP | Private Equity | $6.6M |
| Upwelling Equity Investors I-B LP | Private Equity | $1.3M |
| Upwelling Equity Investors II LP | Private Equity | — |
Frequently asked questions
How large is Medley Opportunity Fund II LP?
Medley Opportunity Fund II LP reports $7.3 million in gross assets, among the top 81% of private funds by size.
What is the minimum investment for Medley Opportunity Fund II LP?
The stated minimum investment is $2 million.
Who manages Medley Opportunity Fund II LP?
Medley Opportunity Fund II LP is managed by Upwelling Capital Group LLC.
Does Medley Opportunity Fund II LP disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
U
Davis, CA
Service providers
Reported gross assets
$7.3MNo change
Jan '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 81%
Larger than 19% of 67,041 private funds
Gross assets vs Other Private FundsTop 83%
Larger than 17% of 8,892 other private funds
Minimum investmentTop 31%
Higher than 69% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds4%
Non-U.S. persons1%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.