Form D · Venture Capital Fund

EV Volta SPV LLC

Chicago, IL · CIK 0001786020

Offering snapshot reported Dec 29, 2020 · SEC filing

Reported sold
$9.2M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 19, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 8

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 29, 2020Amendment$9,200,000No comparison8SEC filing
Aug 21, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-347107

Source: Form D, filed Dec 29, 2020. 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

EV VOLTA SPV LLC

Investment adviser: ENERGIZE CAPITAL LLC

Gross asset value
$1.19M
Beneficial owners
8
ADV minimum commitment
$0

Reported in Form ADV on Mar 29, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS, LLC CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 1730046 · Mar 29, 2023 · Schedule D 7.B.(1), fund 805-6901855538

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
N/A Energize Ventures Llc Promoter
Amy Francetic Executive
Alex George Executive
N/A Invenergy Future Fund Manager Llc Promoter
N/A Invenergy Investment Company Llc Promoter
N/A Invenergy Llc Promoter
Katie Mc Clain Executive
Juan Muldoon Executive
James Murphy Executive
Michael Polsky Executive
James Rafferty 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 Drive, Suite 1620
Chicago, IL, 60606