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PE  · May 21, 2026

Rosemawr Sustainable Energy Program II LP

SEC Filing Record
Offering Amount
$5.0M
Strategy
PE
Exemption
06b
Date Filed
May 21, 2026
0001013594-26-000620
View on SEC EDGAR →
37A Read

This is a successor fund in an established series, indicating the manager has deployed a first vintage and is returning to LPs with a follow-on vehicle; the $5M target is notably modest for a PE fund, which either reflects a niche strategy (likely in sustainable energy given the name), a regional or smaller-deal focus, or an early-stage continuation before larger capital commitments materialize.

The absence of prior EDGAR filings from this manager combined with an 06b exemption (pre-existing relationships only) signals a newly-registered fund sponsor that is operating within a closed LP base—likely comprised of existing investors from Fund I or direct relationships—rather than conducting broad market outreach; the eight named GPs suggest a distributed decision-making structure across multiple principals rather than a single-sponsor model.

A mid-2026 filing for a sustainable energy fund aligns with increased LP appetite for climate and transition investing driven by regulatory tailwinds and corporate ESG commitments; however, the modest raise size and pre-existing relationship constraint suggest the manager is moving deliberately rather than aggressively, possibly validating investor appetite from Fund I before scaling.

Verify whether there is a key-man clause tied to any of the five named GPs—particularly whether Gregory Shlionsky or Julie Morrone hold disproportionate control—and confirm whether Fund I's vintage year, deployment pace, and exit activity are disclosed in any side documents, since the absence of EDGAR history means LP agreements and fund performance are not publicly available for cross-reference.

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Principals
General Partners & Executives
Gregory Shlionsky Julie Morrone James Lister Baruch Halberstam Joshua Herlands