Form D · Venture Capital Fund

Birch Ventures LLC

Los Angeles, CA · CIK 0001867679

Offering snapshot reported Aug 24, 2021 · SEC filing

Reported sold
$3.14M
Offering amount: $3.14M
Investors reported
9
Form D · investor count
Minimum accepted
$16K
Reported outside-investor minimum
First sale
Aug 3, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 24, 2021Initial$3,137,102No comparison9SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$17.5K
Finders' fees
$0
Form D file number
021-410993

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
GT Securities, Inc.116012

Source: Form D, filed Aug 24, 2021. 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

BIRCH VENTURES, LLC

Investment adviser: STEP AHEAD CAPITAL, LLC

Gross asset value
$3.35M
Beneficial owners
39
ADV minimum commitment
$250K

Reported in Form ADV on May 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FTS ADMIN, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Marketer GT SECURITIES, INC. LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

GT SECURITIES, INC.
CRD 116012 · SEC 8-53527

Filing source

Form ADV 2096885 · May 24, 2026 · Schedule D 7.B.(1), fund 805-1417447879

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

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
NameReported role
Rostislav Shorgin Promoter
N/A Step Ahead Capital, Llc Executive
Julian Zegelman Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
12130 Millennium Drive Suite 02 109
Los Angeles, CA, 90094