Form D · Venture Capital Fund

Shea Ventures Opportunity Fund, LP

Walnut, CA · CIK 0001489754

Offering snapshot reported Apr 21, 2010 · SEC filing

Reported sold
$28.5M
Indefinite offering
Investors reported
25
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 6, 2010
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 21, 2010Initial$28,511,200No comparison25SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$57.5K
Finders' fees
$0
Form D file number
021-140926

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Michael Donahue1469010Columbia Capital Securities, Inc. · CRD 146838
Cynthia Nelson818657Columbia Capital Securities, Inc. · CRD 146838
N/A15791American Beacon Partners, Inc. · CRD 15791

Source: Form D, filed Apr 21, 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

SHEA VENTURES OPPORTUNITY FUND, LP

Investment adviser: CALIBRATE VENTURES MANAGEMENT, LLC

Gross asset value
$707K
Beneficial owners
58
ADV minimum commitment
$100K

Reported in Form ADV on Jul 14, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SHEA VENTURES, LLC WALNUT, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SENSIBA SAN FILIPPO LLP SAN JOSE, California, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK 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
No

SENSIBA SAN FILIPPO LLP
PCAOB 854

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JPMORGAN CHASE BANK, N.A. NEW YORK
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2119722 · Jul 14, 2026 · Schedule D 7.B.(1), fund 805-3332159714

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
John C. Morrissey Promoter
N/A N/A Shea Ventures, Llc Promoter
N/A N/A Svo Gp, Llc Promoter
N/Aq N/A Svo Gp, Lp Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
655 Brea Canyon Road
Walnut, CA, 91789