Form D · Venture Capital Fund

RET Ventures ESG Fund, L.P.

Park City, UT · CIK 0001922851

Offering snapshot reported Dec 6, 2023 · SEC filing

Reported sold: $42.3M
Investors reported: 43
Minimum accepted: $0
First sale: Apr 20, 2022

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 43

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 6, 2023	Amendment	$42,301,667	No comparison	43	SEC filing
Apr 19, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06c, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $3.86K
Finders' fees: $0
Form D file number: 021-442591

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Lisa Eyles Beeson	1735489	CC Securities, LLC · CRD 153523

Source: Form D, filed Dec 6, 2023. 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

RET VENTURES ESG FUND, L.P.

Investment adviser: RETV MANAGEMENT, LLC

Gross asset value: $41.6M
Beneficial owners: 50
ADV minimum commitment: $10K

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 UMB FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FRANK, RIMERMAN + CO. LLP SAN JOSE, California, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Marketer CANDLEWOOD INVESTORS, LLC NEW YORK, New York, United States Related to adviser: No

Marketer STONEHAVEN, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

FRANK, RIMERMAN + CO. LLP
PCAOB 1596

Filing source

Form ADV 2079719 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5396670641

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
Name	Reported role
John Helm	Director
N/A N/A Ret Ventures Esg Fund Gp, Llc	Director
Christopher Yip	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

136 Heber Avenue, Suite 304
Park City, UT, 84060