Form D · Venture Capital Fund

SUMMATION HEALTH VENTURES, L.P.

Long Beach, CA · CIK 0001607133

Offering snapshot reported Aug 5, 2014 · SEC filing

Reported sold
$20M
Offering amount: $20M
Investors reported
2
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 15, 2014
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
Aug 5, 2014Initial$20,000,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-222292

Source: Form D, filed Aug 5, 2014. 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

SUMMATION HEALTH VENTURES, L.P.

Investment adviser: SHV MANAGEMENT, LLC

Gross asset value
$68.8M
Beneficial owners
2
ADV minimum commitment
$0

Reported in Form ADV on Jan 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor WINDES IRVINE, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

WINDES
PCAOB 571

Filing source

Form ADV 2037628 · Jan 6, 2026 · Schedule D 7.B.(1), fund 805-2325108213

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
None Shv General Partner, Inc. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
320 Golden Shore Avenue Suite 120
Long Beach, CA, 90802