Form D · Private Equity Fund

Berkeley Ventures I, LLC

Milton, GA · CIK 0001713943

Offering snapshot reported Feb 2, 2024 · SEC filing

Reported sold: $6.39M
Investors reported: 55
Minimum accepted: $0
First sale: Jul 20, 2017

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$2,386,188 → $6,391,376
Reported investors46 → 55
Minimum accepted$25,000 → $0

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 2, 2024	Amendment	$6,391,376	$4,005,188vs Jun 11, 2019	55	SEC filing
Jun 11, 2019	Amendment	$1,250,188	-$49,812vs Aug 4, 2017	46	SEC filing
Jun 11, 2019	Amendment	$2,386,188	$1,136,000vs Jun 11, 2019	46	SEC filing
Aug 4, 2017	Initial	$1,300,000	No comparison	30	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-292199

Source: Form D, filed Feb 2, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BERKELEY VENTURES I, LLC

Investment adviser: BERKELEY CAPITAL PARTNERS, LLC

Gross asset value: $0
Beneficial owners: 44
ADV minimum commitment: $25K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor RICHEY, MAY & CO, LLP ENGLEWOOD, Colorado, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RICHEY, MAY & CO, LLP
PCAOB 673

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2084715 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1778816567

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Berkeley Ventures I, LLC (this fund)	Feb 2, 2024	$6,391,376	55
Berkeley Ventures II, LLC	Sep 24, 2025	$1,725,000	55

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Anthony F. Palazzo	Executive, Promoter
N/A Pen Equity I, Llc	Director, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3000 Heritage Walk Suite 301
Milton, GA, 30004