Form D · Private Equity Fund

CREATION INVESTMENTS SOCIAL VENTURES FUND I

Chicago, IL · CIK 0001448837

Offering snapshot reported Dec 27, 2010 · SEC filing

Reported sold
$31.8M
Offering amount: $50M
Investors reported
74
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Sep 24, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.9M$31.8MFeb 16, 2010: $11,100,000.00Feb 16, 2010Dec 27, 2010: $31,800,000.00Dec 27, 2010

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$11,100,000 → $31,800,000
  • Reported investors36 → 74

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 27, 2010Amendment$31,800,000$20,700,000vs Feb 16, 201074SEC filing
Feb 16, 2010Initial$11,100,000No comparison36SEC filing
Oct 14, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$15K
Form D file number
021-123857

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Intellivest Securities, Inc.145022
Laureate Wealth ManagementNone

Source: Form D, filed Dec 27, 2010. 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

CREATION INVESTMENTS SOCIAL VENTURES FUND I

Investment adviser: CREATION INVESTMENTS CAPITAL MANAGEMENT, LLC

Gross asset value
$4.05M
Beneficial owners
76
ADV minimum commitment
$50K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE CHICAGO, Illinois, United States Related to adviser: No
Custodian SILICON VALLEY BANK CHICAGO, Illinois, 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

PLANTE & MORAN, PLLC
PCAOB 166

JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Filing source

Form ADV 2084390 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-1735134831

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
Andrew W. Code Director
Converge Mid America Enterprises, Inc. Promoter
Creation Investments Capital Mgmt, Llc Promoter
Michael C. Doyle Director
Patrick T. Fisher Director, Executive, Promoter
John E. Neal Director
Randall L. Oyler Promoter
Ted W. Vail Director
Kenneth Vander Weele Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
10 South Wacker Drive Suite 2250
Chicago, IL, 60606