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Type	Result	AUM

Waverly Opportunity Fund II LP
Firm	Waverly Advisors LLC ✚
Fund #	805-8157472383
CIK #	0001727338
Sale	2018-01-01 (43.8 M Sold)
Fund	Other Private Fund
Phone	2058713334
Address	600 University Park Pl Birmingham, Alabama 35205
Source	[EDGAR] [IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Waverly Advisors LLC, Waverly Funds Group LLC, BT Funds Group LLC
Custodian	First Horizon Bank, Commerceone, Iberiabank, Northbrook Bank and Trust Company
Auditor	Richey May & Co
Marketer
Broker
Jurisdiction

Form D Offering
Filed	2024-10-04 (D/A)
Exemption	506(b), 3(c), 3(c)(1)
Minimum	$250,000
Remaining	Indefinite
Duration	More than one year
Net Assets	Decline to Disclose
Investors	68

Directors	Role	2011 - 2026
BT Wealth Management LLC	Executive Officer
BT Funds Group LLC	Executive Officer
Scott Craig	Executive Officer

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