Form D · Venture Capital Fund

Energize Ventures Fund LP

Chicago, IL · CIK 0001705524

Offering snapshot reported Sep 28, 2018 · SEC filing

Reported sold
$150M
Indefinite offering
Investors reported
50
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
May 31, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$75M$150MMay 31, 2017Mar 21, 2018: $81,277,778.00Mar 21, 2018Sep 21, 2018: $101,166,667.00Sep 28, 2018: $150,000,000.00Sep 28, 2018

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$101,166,667 → $150,000,000
  • Reported investors39 → 50

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 28, 2018Amendment$150,000,000$48,833,333vs Sep 21, 201850SEC filing
Sep 21, 2018Amendment$101,166,667$19,888,889vs Mar 21, 201839SEC filing
Mar 21, 2018Amendment$81,277,778No comparison35SEC filing
May 31, 2017InitialYet to sellNo comparison0SEC 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
$195K
Form D file number
021-287708

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Michael Whelchel5535629Intellivest Securities Inc. · CRD 145022
Shawn Lesser2412442Intellivest Securities Inc. · CRD 145022
'NoneIntellivest Securities Inc. · CRD 145022

Source: Form D, filed Sep 28, 2018. 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

ENERGIZE VENTURES FUND LP

Investment adviser: ENERGIZE CAPITAL LLC

Gross asset value
$240M
Beneficial owners
53
ADV minimum commitment
$250K

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

Service providers

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP CHICAGO, Illinois, United States
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

J.P. MORGAN SECURITIES LLC
SEC 8-35008

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI 94-2875288

Filing source

Form ADV 2080638 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6130135175

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
Mike Blazer Executive
' Energize Ventures Gp Llc Promoter
Amy Francetic Executive
Alex George Executive
' Invenergy Future Fund Gp Llc Promoter
' Invenergy Investment Company Llc Promoter
' Invenergy Llc Promoter
Juan Muldoon Executive
James T Murphy Executive
Michael Polsky Executive
Steve Ryder Executive
Bryan Schueler Executive
Jim Shield Executive
John Tough Executive
Kris Zadlo Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1 South Wacker Dr., Suite 1620
Chicago, IL, 60606