Pinnacle Trilogy BTR OZ Fund II Amends Exempt Offering Notice

TL;DR

**Pinnacle Trilogy BTR OZ Fund II just amended its exempt offering notice, signaling an update to its private fundraising.**

AI Summary

Pinnacle Trilogy BTR OZ Fund II, LP filed an amended Form D/A on March 24, 2026, updating its Notice of Exempt Offering of Securities. This filing, with accession number 0002049488-26-000003, indicates a change or correction to a previous exempt offering. For investors, this matters because it provides updated information on how the company is raising capital outside of traditional public offerings, which can impact future growth and dilution, though the specific details of the offering amendment are not provided in this summary.

Why It Matters

This D/A filing provides updated information on how Pinnacle Trilogy BTR OZ Fund II, LP is raising capital, which can affect its financial structure and future investment capacity.

Risk Assessment

Risk Level: low — This filing is an amendment to a notice of exempt offering, which typically carries low direct risk as it's an informational update, not a new offering or a negative event.

Analyst Insight

Investors should note this amendment and, if interested in Pinnacle Trilogy BTR OZ Fund II, LP, seek out the original Form D and any previous amendments to understand the full scope of their exempt offering and how this amendment changes it.

Key Numbers

• 0002049488-26-000003 — SEC Accession No. (unique identifier for this specific filing)
• 2026-03-24 — Filing Date (when the D/A form was submitted and accepted)
• DE — State of Incorp. (where Pinnacle Trilogy BTR OZ Fund II, LP is incorporated)

Key Players & Entities

• Pinnacle Trilogy BTR OZ Fund II, LP (company) — the Filer of the D/A form
• 0002049488 (dollar_amount) — the CIK (Central Index Key) for the Filer
• 2026-03-24 (date) — the Filing Date and Accepted Date of the D/A form

FAQ

Key Financial Figures

• $1 — enues   No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,
• $1,000,000 — No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,
• $5,000,000 — Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001
• $1,000,001 — e   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000
• $5,000,001 — $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000
• $25,000,000 — $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000   $25,000,001
• $25,000,001 — $25,000,000 $5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,0
• $50,000,000 — 5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,0
• $100,000,000 — 25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $1
• $50,000,001 — 0,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $100,000,000   O
• $45,000 — se (if Necessary) Sales commissions of $45,000 to date. This amount may increase if ad
• $145,642.31 — on of Response (if Necessary) To date, $145,642.31 have been paid to the GP for structurin
• $2,479,357.69 — turing and asset management fees. Up to $2,479,357.69 of additional structuring and asset man

Filing Documents

• primary_doc.html (D/A)
• primary_doc.xml (D/A) — 13KB
• 0002049488-26-000003.txt ( ) — 14KB

From the Filing

Form D FORM D Notice of Exempt Offering of Securities UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. OMB APPROVAL OMB Number: 3235-0076 Estimated Average burden hours per response: 4.0 1. Issuer's Identity CIK (Filer ID Number) Previous Name(s) None Entity Type Corporation Limited Partnership   Limited Liability Company   General Partnership   Business Trust Other   Name of Issuer   Pinnacle Trilogy BTR OZ Fund II, LP Jurisdiction of Incorporation/Organization DELAWARE   Year of Incorporation/Organization Over Five Years Ago Within Last Five Years (Specify Year) 2024 Yet to Be Formed           2. Principal Place of Business and Contact Information Name of Issuer   Pinnacle Trilogy BTR OZ Fund II, LP Street Address 1 Street Address 2   1421 34TH AVENUE, SUITE 215     SEATTLE   WASHINGTON     98122   (425)736-7084   3. Related Persons Last Name First Name Middle Name Backer Leo Street Address 1 Street Address 2   1421 34th Avenue     Suite 215   Seattle   WASHINGTON   98122   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Mr. Backer is a Co-Manager of Pinnacle Partner Management L.L.C. ("Pinnacle"), a Co-Managing Member of Pinnacle Trilogy GP, LLC, the general partner of the Issuer (the"GP"). Last Name First Name Middle Name Feinstein Jeff Street Address 1 Street Address 2   1421 34th Avenue     Suite 215   Seattle   WASHINGTON   98122   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Mr. Feinstein is a Co-Manager of Pinnacle, a Co-Managing Member of the GP. Last Name First Name Middle Name Joseph Jason Street Address 1 Street Address 2   6260 Avalon Boulevard       Alpharetta   GEORGIA   30009   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Mr. Joseph is the Chief Executive Officer and Managing Partner of Trilogy Investment Company, LLC ("Trilogy"), the Sole Member of TIC OZ JV Member, LLC ("TIC OZ"), a Co-Managing Member of the GP. Last Name First Name Middle Name Nolan Michael Street Address 1 Street Address 2   6260 Avalon Boulevard       Alpharetta   GEORGIA   30009   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Mr. Nolan is the Chief Financial Officer of Trilogy, the Sole Member of TIC OZ, a Co-Managing Member of the GP. Last Name First Name Middle Name LLC Pinnacle Trilogy GP, Street Address 1 Street Address 2   6260 Avalon Boulevard       Alpharetta   GEORGIA   30009   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) General Partner of the Issuer. Last Name First Name Middle Name L.L.C. Pinnacle Partner Management Street Address 1 Street Address 2   1421 34th Avenue     Suite 215   Seattle   WASHINGTON   98122   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) A Co-Managing Member of the GP. Last Name First Name Middle Name LLC TIC OZ JV Member, Street Address 1 Street Address 2   6260 Avalon Boulevard       Alpharetta   GEORGIA   30009   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) A Co-Managing Member of the GP. Last Name First Name Middle Name LLC Trilogy Investment Company, Street Address 1 Street Address 2   6260 Avalon Boulevard       Alpharetta   GEORGIA   30009   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Sole Member of TIC OZ. 4. Industry Group   Agriculture Banking & Financial Services     Commercial Banking     Insurance   Investing     Investment Banking     Pooled Investment Fund   Other Banking & Financial Services   Business Services Energy     Coal Mining     Electric Utilities     Energy Conservation     Environmental Services     Oil & Gas     Other Energy Health Care     Biotechnology     Health Insurance     Hospitals & Physicians     Pharmaceuticals     Other Health Care                         Manufacturing Real Estate   Commercial   Construction   REITS & Finance   Residential Other Real Estate   Retailing Restaurants Technology   Computers   Telecommunications   Other Technology Travel   Airlines & Airports   Lodging & Conventions   Tourism & Travel Services   Other Travel Other        5. Issuer Size Revenue Range Aggregate Net Asset Value Range No Revenues   No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $100,000,000   Over $100,000,000   Decline to Disclose   Decline to Disclose   Not Applicable   Not Applicable   6. Federal Exemption(s) and Exclusion(s) Claimed (select all

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