DFX Intelligence
Pendulum Opportunities Program Vehicle Ii-B LP
As of · the latest observation of this vehicle; each figure below carries its own filing date
Active deploymentFundraising status unknownother manager vehicleADV: Private Equity FundOutside venture scope
A private equity fund outside venture scope, shown because its manager is on the venture graph.
As of · the latest observation of this vehicle; each figure below carries its own filing date
5 additional principals, 3 additional placement agents
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 365 days. Last change: 23 Oct 2024, Latest Form D filed on 23 Oct 2024: $35.9M sold of $250M offered, 4 investors. A Form D amount is what was sold at the filing, never a final close.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2023basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- $250Mwhat may be sold, not what was raised; file 021-471605, sworn by the adviser or filed under this vehicle
- Form D sold
- $35.9Mas of the filing of Oct 23, 2024, 4 investors
- First sale
- Feb 1, 2023
- Reported GAV
- $34.7Mon the Form ADV filed Nov 5, 2024; the fund's assets, never its size or dry powder
- Owners (ADV)
- 4
- Reported on ADV
- Mar 30, 2023 to Nov 5, 2024
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Unknown
latest Form D 2024-10-23, older than 15 months (fr-1)
evidence dated Oct 23, 2024.
Lifecycle
Active deployment
Lifecycle
vintage 2 to 4 years
age years: 3first sale: Feb 1, 2023vintage year: 2023adv gav as of: Nov 5, 2024vintage basis: Form d first saleform d sold: $35.9Mform d offering: $250Mform d latest filed at: Oct 23, 2024
The fund's own reporting through time
9 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 30, 2023 | Private Equity Fund | $0 | 0 | $1.0M | 0% | yes | |
| May 2, 2023 | Private Equity Fund | $0 | 0 | $1.0M | 0% | yes | |
| Jul 21, 2023 | Private Equity Fund | $0 | 0 | $1.0M | 0% | yes | |
| Oct 6, 2023 | Private Equity Fund | $0 | 0 | $1.0M | 0% | yes | |
| Mar 27, 2024 | Private Equity Fund | $34.7M | 4 | $1.0M | 0% | yes | |
| May 2, 2024 | Private Equity Fund | $35.5M | 4 | $1.0M | 0% | yes | |
| Oct 8, 2024 | Private Equity Fund | $34.7M | 4 | $1.0M | 0% | yes | |
| Oct 8, 2024 | Private Equity Fund | $34.7M | 4 | $1.0M | 0% | yes | |
| Nov 5, 2024 | Private Equity Fund | $34.7M | 4 | $1.0M | 0% | yes |
Principals and agents
8 principals on Form D, 2 placement agents
- Pendulum Opportunities LLC Executive Officer
- D'Rita P. Robinson Executive Officer
- Pendulum Opportunities PV II GP LLC Promoter
- Pendulum Securities LLC placement agent
- BDT & Company, LLC placement agent
Service providers
6 named on Form ADV Schedule D and Form D
- AuditorDeloitte · LOS ANGELES, California, United StatesForm ADV filed Apr 30, 2026 reports.adviserinfo.sec.gov
- AdministratorGen II Fund Services · NEW YORK, New York, United StatesForm ADV filed Apr 30, 2026 reports.adviserinfo.sec.gov
- CustodianCIBC BANK USA · CHICAGO, Illinois, United StatesForm ADV filed Apr 30, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
5 events
- Mar 28, 2025Custodian changed: CIBC BANK USA replaced CITY NATIONAL BANK, first reported on the Form ADV filed March 28, 2025 (previous filing November 5, 2024)Custodian changed Fact Form ADV
- Oct 23, 2024MarcyPen Opportunities Fund II-B LP filed Form D/A: $35,850,000 sold of $250,000,000, Private Equity FundForm D filed Fact Form D
- Jan 24, 2024Pendulum Opportunities Program Vehicle II-B LP filed Form D/A: $35,850,000 sold of $250,000,000, Private Equity FundForm D filed Fact Form D
- Mar 30, 2023Pendulum Opportunities Program Vehicle Ii-B LP first reported on Form ADV by Pendulum Opportunities LLC (Private Equity Fund)Fund first reported on Form ADV Fact Form ADV
- Jan 24, 2023Pendulum Opportunities Program Vehicle II-B LP filed Form D: no sales yet of $350,000,000, Private Equity FundForm D filed Fact Form D
Evidence
47 observations
Every observation on this vehicle
- Entity type: Limited Partnership Oct 23, 2024 Fact Form D
- Entity type: Limited Partnership Jan 24, 2024 Fact Form D
- Entity type: Limited Partnership Jan 24, 2023 Fact Form D
- Form D fund type: Private Equity Fund Oct 23, 2024 Fact Form D
- Form D fund type: Private Equity Fund Jan 24, 2024 Fact Form D
- Form D fund type: Private Equity Fund Jan 24, 2023 Fact Form D
- Form D industry group: Pooled Investment Fund Oct 23, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Jan 24, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Jan 24, 2023 Fact Form D
- Amendment: true Oct 23, 2024 Fact Form D
- Amendment: true Jan 24, 2024 Fact Form D
- Amendment: false Jan 24, 2023 Fact Form D
- Revenue range (Form D): Decline to Disclose Oct 23, 2024 Fact Form D
- Revenue range (Form D): Decline to Disclose Jan 24, 2024 Fact Form D
- Revenue range (Form D): Decline to Disclose Jan 24, 2023 Fact Form D
- Incorporated: withinFiveYears Oct 23, 2024 Fact Form D
- Incorporated: withinFiveYears Jan 24, 2024 Fact Form D
- Incorporated: withinFiveYears Jan 24, 2023 Fact Form D
- Jurisdiction: Delaware Oct 23, 2024 Fact Form D
- Jurisdiction: Delaware Jan 24, 2024 Fact Form D
- Jurisdiction: Delaware Jan 24, 2023 Fact Form D
- Amount sold (Form D): $35.9M Oct 23, 2024 Fact Form D
- Amount sold (Form D): $35.9M Jan 24, 2024 Fact Form D
- Amount sold (Form D): $0 Jan 24, 2023 Fact Form D
- Offering amount (Form D): $250M Oct 23, 2024 Fact Form D
- Offering amount (Form D): $250M Jan 24, 2024 Fact Form D
- Offering amount (Form D): $350M Jan 24, 2023 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Oct 23, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Jan 24, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Jan 24, 2023 Fact Form D
- First sale: 2023-02-01 Oct 23, 2024 Fact Form D
- First sale: 2023-02-01 Jan 24, 2024 Fact Form D
- Investors (Form D): 4 Oct 23, 2024 Fact Form D
- Investors (Form D): 4 Jan 24, 2024 Fact Form D
- Investors (Form D): 0 Jan 24, 2023 Fact Form D
- Minimum investment (Form D): 1,000,000 Oct 23, 2024 Fact Form D
- Minimum investment (Form D): 1,000,000 Jan 24, 2024 Fact Form D
- Minimum investment (Form D): 10,000,000 Jan 24, 2023 Fact Form D
- Securities offered: pooled Oct 23, 2024 Fact Form D
- Securities offered: pooled Jan 24, 2024 Fact Form D
- Securities offered: pooled Jan 24, 2023 Fact Form D
- Office address: Oct 23, 2024 Fact Form D
- Office address: Jan 24, 2024 Fact Form D
- Office address: Jan 24, 2023 Fact Form D
- Year of incorporation: 2022 Oct 23, 2024 Fact Form D
- Year of incorporation: 2022 Jan 24, 2024 Fact Form D
- Year of incorporation: 2022 Jan 24, 2023 Fact Form D
Relationships across DFX
on 3 other DFX graphs
Across the graphs
Pendulum Opportunities Program Vehicle Ii-B LP is the same institution as 3 records in Private Equity, RIA and Wealth and Family Offices.
Private Equity1RIA and Wealth1Family Offices1
DFX found 3 relationships across 3 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Record history
4 dated events on the change ledger, latest event first
- Form D filed2024-10-23source on record
- Form D filed2024-01-24source on record
- Fund first reported on ADV2023-03-30source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.