Investment adviser · CRD 306923

VOLT INVESTMENT HOLDINGS LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

BROOKLYN, NY, United States · Form ADV filed Aug 24, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

27 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

VOLT OPPORTUNITIES FUND III-B, L.P.Venture Capital Fund · Last reported Aug 24, 2026$20MGross asset value
Fund administrator ANDERSEN TAX LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian JP MORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

JP MORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

J.P. MORGAN SECURITIES LLC
SEC 8-35008 · LEI ZBUT11V806EZRVTWT807

Fund details & source
Fund ID
805-5984035167
Reported beneficial owners
11
Minimum commitment
$5M

Form ADV 2125737 · Aug 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GROW AND GO 4 LLCVenture Capital Fund · Last reported Mar 28, 2025$100MGross asset value
Fund administrator ANDERSEN TAX LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian EQUITY TRUST COMPANY FORT MYERS, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8416437151
Reported beneficial owners
27
Minimum commitment
$0

Form ADV 1953248 · Mar 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

KALLOS INVESTMENTS CVVenture Capital Fund · Last reported Apr 17, 2026$74.1MGross asset value
Fund administrator ANDERSEN TAX LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian EQUITY TRUST COMPANY FORT MYERS, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3055983048
Reported beneficial owners
12
Minimum commitment
$0

Form ADV 2095601 · Apr 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GROW AND GO 9 LLCVenture Capital Fund · Last reported Mar 28, 2025$62.5MGross asset value
Fund administrator ANDERSEN TAX LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian EQUITY TRUST COMPANY FORT MYERS, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8903950042
Reported beneficial owners
39
Minimum commitment
$0

Form ADV 1953248 · Mar 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GROW AND GO LLCVenture Capital Fund · Last reported Mar 28, 2025$46.2MGross asset value

Feeder funds

  • INVESTORS AND GO LLC
  • IP AND GO LLC
  • OPERATORS AND GO LLC
Fund administrator ANDERSEN TAX LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian EQUITY TRUST COMPANY FORT MYERS, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8773550113
Reported beneficial owners
31
Minimum commitment
$0

Form ADV 1953248 · Mar 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GROW AND GO 3 LLCVenture Capital Fund · Last reported Mar 28, 2025$42.5MGross asset value
Fund administrator ANDERSEN TAX LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Custodian EQUITY TRUST COMPANY FORT MYERS, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-7850329923
Reported beneficial owners
19
Minimum commitment
$0

Form ADV 1953248 · Mar 28, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ESG INVESTMENTS I CVVenture Capital Fund · Last reported Apr 17, 2026$41.7MGross asset value
Fund administrator ANDERSEN TAX LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian EQUITY TRUST COMPANY FORT MYERS, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-7533511721
Reported beneficial owners
35
Minimum commitment
$0

Form ADV 2095601 · Apr 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 24, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

55 PROSPECT STREET, SUITE 310
BROOKLYN, NY, 11201, United States

CRD 306923

Filing source

Form ADV 2125737 · Aug 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.