Form D · Venture Capital Fund

NextGen Carta LLC

Baltimore, MD · CIK 0001788694

Offering snapshot reported Jan 31, 2024 · SEC filing

Reported sold
$24.6M
Indefinite offering
Investors reported
131
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 3, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.3M$24.6MSep 18, 2019: $20,693,745.00Sep 18, 2019Sep 18, 2020: $21,983,265.00Sep 18, 2020Jan 22, 2021: $21,983,265.00Jan 25, 2022: $24,631,618.00Jan 25, 2022Jan 25, 2023: $24,631,618.00Jan 25, 2023Jan 31, 2024: $24,631,618.00Jan 31, 2024

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 investors128 → 131

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 31, 2024Amendment$24,631,618$0vs Jan 25, 2023131SEC filing
Jan 25, 2023Amendment$24,631,618$0vs Jan 25, 2022128SEC filing
Jan 25, 2022Amendment$24,631,618$2,648,353vs Jan 22, 2021127SEC filing
Jan 22, 2021Amendment$21,983,265$0vs Sep 18, 2020127SEC filing
Sep 18, 2020Amendment$21,983,265$1,289,520vs Sep 18, 2019127SEC filing
Sep 18, 2019Initial$20,693,745No comparison123SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-349167

Source: Form D, filed Jan 31, 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

NEXTGEN CARTA LLC

Investment adviser: BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Gross asset value
$0
Beneficial owners
123
ADV minimum commitment
$10K

Reported in Form ADV on Apr 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian U.S. BANCORP MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2097137 · Apr 21, 2026 · Schedule D 7.B.(1), fund 805-3141142063

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
David M. Churchill Director, Executive
Michael D. Hankin Director, Executive
Daniel Mindus Executive
N/A Next Gen Venture Partners, Llc Executive
Brett D. Rogers Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
901 S Bond Street, Suite 400
Baltimore, MD, 21231